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Description
CData Excel add-ins can be installed directly into Excel. They allow anyone to connect to live data from over 200 data sources -- within Excel. Access data from your CRM, ERP, sales and marketing, as well as cloud and database tools, is possible quickly and easily. You can even push changes directly from Excel to your data, no matter where it is located. Connect to live data: - Quickbooks – Sage – Salesforce – HubSpot — Microsoft Dynamics 365 MySQL SQL Server eTrade — And many more. The CData Excel Addins simplify how you read, update, and write live data from desktop and web applications. Ideal for mass imports/exports/updates, data cleansing and de-duplication, Excel-based data analysis, and many other purposes. The Add-Ins provide powerful tools such as: - Bidirectional access to live data; - Simple-to-use configuration; - Quick data exports, imports, backups, and other integrations.
Description
StreamXLS is a Windows RTD server designed to facilitate the streaming of real-time data from Interactive Brokers directly into Microsoft Excel. By utilizing the TWS API, it establishes a connection to either Trader Workstation or IB Gateway, allowing users to input account, position, order, and market data seamlessly into worksheet cells using Excel-native RTD formulas—completely eliminating the need for add-ins, VBA, or any programming skills.
With StreamXLS, users have the flexibility to create their own customized Excel dashboards, watchlists, and portfolio trackers in a layout of their choosing, with values that update instantly in real-time. The service encompasses a wide range of financial instruments, including stocks, futures, options (complete with greeks), and foreign exchange, while also accommodating multiple accounts, including those structured for Financial Advisors. Moreover, it allows for the integration of order tickers directly from Excel.
To use StreamXLS, users must have desktop Excel installed on a Windows system, maintain an Interactive Brokers account, and possess personal market data subscriptions. A 30-day free trial is available to new users, enabling them to explore the features and benefits of the service before committing.
API Access
Has API
API Access
Has API
Pricing Details
https://www.cdata.com/order/
Free Trial
Free Version
Pricing Details
$59/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CData Software
Founded
2006
Country
United States
Website
www.cdata.com
Vendor Details
Company Name
StreamXLS
Founded
2026
Country
United States
Website
streamxls.com
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement