★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: StreamXLS checked July 22, 2026
Tool Comparison
Finatic vs StreamXLS
Start here
Finatic
Free • From $2/mo · Web · API
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $2/mo instead of $49.17/mo
- You want an API so you can script or automate things
Pick StreamXLS instead if
StreamXLS
From $590/yr · Desktop
- You care about sheets / excel add-ins and custom dashboards, things Finatic doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Finatic and StreamXLS cover a lot of the same ground (2 shared categories, broker connectors and portfolio), so for the basics you won't go far wrong with either. The real difference is focus: only Finatic gives you APIs & data feeds and webhooks, and only StreamXLS gives you sheets / excel add-ins and custom dashboards.
What readers say
Finatic
Vote once to reveal the community verdict.
StreamXLS
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Key differences at a glance
- Free plan
- Finatic
- Cheaper paid plan
- Finatic$2/mo vs $49.17/mo
- Free trial
- StreamXLS30 days
- Desktop app
- StreamXLS
- API access
- Finatic
- Asset coverage
- FinaticAdds cryptos and other
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $2/mo | From $590/yr |
Free tier | Yes | No |
Free trial | — | 30 days |
Plan limits | 3 limits: Free: brokerage connections: 5, Free: api calls per month: 1,000 +1 more | 15 limits: 30-Day Full-Featured Trial: duration days: 30, Personal Monthly: licensed machines: 1 +13 more |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | No | No |
API access | Yes | No |
Broker sync | Yes | Yes |
Integrations | NinjaTrader, Tradovate +11 more | Microsoft Excel for Windows, Interactive Brokers Trader Workstation +2 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Quants/Developers, Algo Traders +2 more | Retail Traders, Pro Retail +4 more |
Categories covered | 6 | 4 |
Regions | North America, Europe, APAC | — |
| Data & capabilities | ||
Data quality | Latency: Real-time and Multi-currency | Latency: Streaming, Real-time, and 15-min Delayed |
Capabilities | Broker sync and Tax lots | — |
Security | Encryption at rest and Encryption in transit | — |
| Try it | Visit Finatic | Visit StreamXLS |
Where each one shines
What Finatic and StreamXLS each do best.ShowHide
Where each one shines
What Finatic and StreamXLS each do best.What Finatic does best
- Connections for users to brokerages through a hosted, customizable authentication portal and retrieve normalized account, position, order, balance, transaction, lot, fill, and connection data.
- Submit, modify, and cancel orders through a unified trading API when users grant trading permissions and the selected broker supports the requested order workflow.
- TypeScript client, Node server, and Python server SDKs; public package registries show active releases during 2025 and 2026.
- Tools for building against a sandbox environment with generated mock accounts, orders, positions, balances, and simulated trading operations before switching to production keys.
- Subscriptions to signed HTTPS webhooks for connection, order, position, balance, and transaction changes where enabled.
What StreamXLS does best
- 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.
Every detail we compared
Every tracked attribute for Finatic and StreamXLS, side by side.ShowHide
Every detail we compared
Every tracked attribute for Finatic and StreamXLS, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOptionsFuturesCurrenciesCryptosOther | StocksOptionsFuturesCurrencies |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Quants/DevelopersAlgo TradersPro RetailDay Traders | Retail TradersPro RetailDay TradersSwing TradersAlgo TradersQuants/Developers |
Regions | North AmericaEuropeAPAC | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | StreamingReal-time15-min Delayed |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey and OAuth2SDKs: TS and PythonWebhooksDocs | Not specified |
Import methods | BrokerOAuthManual | Not specified |
Integrations | NinjaTraderTradovatetastytradeTradeStationTrading212AlpacaRobinhoodeToro+5 more | Microsoft Excel for WindowsInteractive Brokers Trader WorkstationInteractive Brokers GatewayInteractive Brokers TWS API |
Export formats | JSON | Not specified |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Not specified |
Capability signals | Broker syncTax lots | Not specified |
Vendor & support | Finatic Inc.Country: USSupport: Email and Chat | StreamXLS LLCCountry: United StatesSupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freebrokerage connections: 5 · api calls per month: 1,000 | — |
| Entry paid plan | $2/mo“Standard”billing unit: $2 per connected user per month | $590/yr≈ $49.17/mo“Personal Annual”annual price usd: 590 · licensed machines: 1 · +1 more |
| Tier 2 | — | $59/mo“Personal Monthly”licensed machines: 1 · named users: 1 |
| Tier 3 | — | $1950/yr≈ $162.50/mo“Professional Annual”annual price usd: 1,950 · licensed machines: 1 · +1 more |
| Top plan | — | $195/mo“Professional Monthly”licensed machines: 1 · named users: 1 |
| Custom / enterprise | Contact sales“Enterprise” | — |
| Free trial | — | 30 days |
Questions we keep getting
What's the difference between Finatic and StreamXLS?
Finatic leans toward broker connectors, APIs & data feeds, and webhooks, while StreamXLS puts more weight on sheets / excel add-ins, broker connectors, and portfolio. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Finatic or StreamXLS free to use?
Finatic has a free tier, so you can get started without paying anything. StreamXLS is paid-only. If budget matters, start with Finatic and see how far it takes you before opening your wallet.
Does Finatic or StreamXLS have an API?
Finatic has an API for programmatic access and custom integrations. StreamXLS doesn't, so you're working through its interface.
Should I choose Finatic or StreamXLS?
It depends on what you're after. Pick Finatic if APIs & data feeds and webhooks matter to you; go with StreamXLS if you'd rather have sheets / excel add-ins and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do Finatic and StreamXLS cover?
Both cover stocks, options, futures, and currencies. Finatic also handles cryptos and other.
Do Finatic and StreamXLS offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can Finatic or StreamXLS connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Can I track my portfolio with Finatic or StreamXLS?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.