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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Formula Manager for Excel is a robust desktop add-in that enhances productivity by simplifying the auditing of workbooks, the creation of formulas in bulk, and the management of defined names. Accessible via a specialized ribbon tab in Excel, it revolutionizes the upkeep of complicated financial models and extensive datasets. Users can navigate a central Explorer window that features a searchable grid showcasing all defined names, range formulas, and table names. Additionally, the tool includes "Referred By" and "Refers To" panels that facilitate instant tracking of dependencies across various worksheets. Its powerful diagnostic features enable users to filter through metadata to identify issues such as broken #REF! errors, hidden ranges, 3D references, and names that are not in use. With Formula Manager, users can expedite their modeling processes through pattern-based batch naming options (for instance, Region??), perform bulk scope changes, and utilize a secure export/import grid workflow that includes automated syntax verification. A trial version is available for seven days via the Microsoft Store and for thirty days through the Microsoft Marketplace, allowing users to experience its capabilities firsthand. Overall, this add-in greatly improves efficiency and accuracy in Excel-based projects.

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

Screenshots View All

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Integrations

Microsoft Excel
Interactive Brokers

Integrations

Microsoft Excel
Interactive Brokers

Pricing Details

$2.39/month/user
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

Uniform Software Limited

Founded

2008

Country

United Kingdom

Website

uniformsoftware.com/formula-manager

Vendor Details

Company Name

StreamXLS

Founded

2026

Country

United States

Website

streamxls.com

Product Features

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Product Features

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