★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked July 22, 2026
Tool Comparison
StreamXLS vs TradeLog
Pick StreamXLS if
StreamXLS
From $590/yr · Desktop
- Delayed quotes won't cut it; you need real-time data
- You care about sheets / excel add-ins and custom dashboards, things TradeLog doesn't offer
Pick TradeLog if
TradeLog
From $219/yr · Desktop
- You want the cheaper way in: plans start at $18.25/mo instead of $49.17/mo
- You care about data visualizations, tax lots / lot optimization, and wash sale detection, things StreamXLS 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
StreamXLS and TradeLog 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 StreamXLS gives you sheets / excel add-ins and custom dashboards, and only TradeLog gives you data visualizations and tax lots / lot optimization.
What readers say
StreamXLS
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TradeLog
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Key differences at a glance
- Cheaper paid plan
- TradeLog$18.25/mo vs $49.17/mo
- Real-time data
- StreamXLS
- Asset coverage
- TradeLogAdds ETFs and mutual funds
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 | From $590/yr | From $219/yr |
Free tier | No | No |
Free trial | 30 days | 30 days |
Plan limits | 15 limits: 30-Day Full-Featured Trial: duration days: 30, Personal Monthly: licensed machines: 1 +13 more | 9 limits: 30-Day Free Trial: finalized tax reports: 0, 30-Day Free Trial: duration days: 30 +7 more |
| Platforms & access | ||
Web app | No | No |
Desktop app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Microsoft Excel for Windows, Interactive Brokers Trader Workstation +2 more | Supported broker file imports, BrokerConnect for selected brokers +3 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Retail Traders, Pro Retail +2 more |
Categories covered | 4 | 6 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | Latency: Streaming, Real-time, and 15-min Delayed | — |
Capabilities | — | 4 signals: Broker sync, Tax lots +2 more |
| Try it | Visit StreamXLS | Visit TradeLog |
Where each one shines
What StreamXLS and TradeLog each do best.ShowHide
Where each one shines
What StreamXLS and TradeLog each do best.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.
What TradeLog does best
- Maintain one local TradeLog data file per taxpayer and tax year with trade history from multiple brokerage accounts, including IRAs.
- Import actual trade history through supported broker files, selected BrokerConnect connections, Excel-compatible files, or manual entry when the necessary transaction fields are available.
- Identify and adjust wash sales for stocks, options, and short sales across accounts, including IRA wash sales and deferrals carried into the next tax year.
- Generate Form 8949 details for Schedule D after required year-end holdings verification and gross-proceeds reconciliation against broker Forms 1099-B.
- Prepare Form 6781 details for supported Section 1256 contracts and, on Trader or Elite, Form 4797 and Section 481 details for eligible Section 475 mark-to-market traders.
Every detail we compared
Every tracked attribute for StreamXLS and TradeLog, side by side.ShowHide
Every detail we compared
Every tracked attribute for StreamXLS and TradeLog, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksOptionsFuturesCurrencies | StocksETFsMutual FundsBondsOptionsFuturesCurrenciesCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersAlgo TradersQuants/Developers | Retail TradersPro RetailDay TradersSwing Traders |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | StreamingReal-time15-min Delayed | Not specified |
| Access & integrations | ||
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | Microsoft Excel for WindowsInteractive Brokers Trader WorkstationInteractive Brokers GatewayInteractive Brokers TWS API | Supported broker file importsBrokerConnect for selected brokersTurboTaxTaxActH&R Block |
Export formats | Not specified | PDF |
| Plans & trust | ||
Capability signals | Not specified | Broker syncTax lotsWash sale detectionCost basis: FIFO and SpecificLot |
Vendor & support | StreamXLS LLCCountry: United StatesSupport: Email | Cogenta Computing, Inc.Country: United StatesFounded 1999Support: Email and Phone |
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 | ||
|---|---|---|
| Entry paid plan | $590/yr≈ $49.17/mo“Personal Annual”annual price usd: 590 · licensed machines: 1 · +1 more | $219/yr≈ $18.25/mo“Investor”trade records: 1,500 · included file keys: 1 |
| Tier 2 | $59/mo“Personal Monthly”licensed machines: 1 · named users: 1 | $359/yr≈ $29.92/mo“Trader”trade records: 5,000 · included file keys: 1 |
| Tier 3 | $1950/yr≈ $162.50/mo“Professional Annual”annual price usd: 1,950 · licensed machines: 1 · +1 more | $459/yr≈ $38.25/mo“Elite”trade records: More than 5,000 · included file keys: 1 |
| Top plan | $195/mo“Professional Monthly”licensed machines: 1 · named users: 1 | — |
| Free trial | 30 days | 30 days |
Questions we keep getting
What's the difference between StreamXLS and TradeLog?
StreamXLS leans toward sheets / excel add-ins, broker connectors, and portfolio, while TradeLog puts more weight on portfolio, data visualizations, and tax lots / lot optimization. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do StreamXLS and TradeLog cost?
Neither has a free plan, but both offer a free trial. Compare the paid tiers against your required data coverage before committing.
Should I choose StreamXLS or TradeLog?
It depends on what you're after. Pick StreamXLS if sheets / excel add-ins and custom dashboards matter to you; go with TradeLog if you'd rather have data visualizations and tax lots / lot optimization. And if you only need the basics both share, let price decide.
What asset classes do StreamXLS and TradeLog cover?
Both cover stocks, options, futures, and currencies. TradeLog adds ETFs, mutual funds, and bonds on top.
Does StreamXLS or TradeLog have real-time data?
StreamXLS offers real-time data, which matters if you trade actively. TradeLog runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can StreamXLS or TradeLog 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 StreamXLS or TradeLog?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.