★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
StreamXLS Review, Pricing, and Features
StreamXLS is a Windows-only Excel RTD bridge for investors and trading desks that want their own Interactive Brokers quotes, account values, positions, live P&L, and open-order state inside spreadsheet formulas. It runs locally through TWS or IB Gateway and can stage an order ticket for manual review in TWS, but it does not transmit trades, include market-data entitlements, support Mac or browser Excel, or replace IBKR. The product is closed source and its public release history began only recently.
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Pricing
From $590/yr · 30-day trial · 7 plans
30-Day Full-Featured Trial
Automatic first-run trial with all product features and no signup, license key, or credit card.
Personal
Full product for qualifying non-business users investing their own money, licensed to one named user on one machine.
Professional
Full product for business use, finance professionals, or use involving another entity or third party; current pricing is marked introductory.
Personal Additional Machine
Annual additional-machine license for the same named Personal user.
Professional Additional Machine
Annual additional-machine license for the same named Professional user.
Key features
- Use native Excel RTD formulas to stream IBKR market quotes, account values, positions, live P&L, and open orders into a workbook.
- Connect locally to Trader Workstation or IB Gateway through the user's own TWS API installation and IBKR account.
- Work with stocks, futures, options, and FX supported by the documented contract syntax and the user's IBKR permissions.
- Monitor multiple IBKR accounts and multiple Excel instances on one licensed Windows machine.
- Reuse and deduplicate identical RTD topics, buffer updates while Excel is busy, and resubscribe after supported reconnect scenarios.
- Return #N/A for real-time fields when StreamXLS cannot establish that the value is current, rather than silently preserving a stale value.
- Detect delayed IBKR market data with an IsDelayed field or optional cell annotation; annotated values become text and cannot be used directly in numeric calculations.
- Stage an order ticket in TWS for user review without transmitting it to the market; order submission and cancellation remain TWS actions.
- Keep spreadsheet contents and IBKR trading data on the local Excel-to-TWS path according to the vendor, while license checks send limited device and activation data to third-party licensing infrastructure.
- Start a 30-day full-featured trial on first use without a signup, license key, or credit card.
- Choose a Personal license for qualifying non-business own-money use or a Professional license for business and regulated-finance use, each licensed per machine to one named user.
- StreamXLS is not affiliated with Interactive Brokers, does not provide market-data entitlements or investment advice, and is not an execution venue.
FAQ
Is StreamXLS free?
No. StreamXLS does not offer a free plan. Expect subscription pricing when you onboard. Check the vendor site for the most recent offers. A 30-day free trial is available on select plans.
Who is StreamXLS best for?
StreamXLS is built for Retail Traders, Pro Retail, Day Traders, Swing Traders, Algo Traders, and Quants/Developers. It suits intermediate and advanced users.
What platforms and connections does StreamXLS support?
You can use StreamXLS on Desktop. Integrations include Microsoft Excel for Windows, Interactive Brokers Trader Workstation, Interactive Brokers Gateway, and Interactive Brokers TWS API.
Which markets does StreamXLS cover?
It tracks Stocks, Options, Futures, and Currencies. Identifiers include Ticker.
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Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
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