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Description
Formula Manager for Excel is an enterprise-grade desktop add-in designed by Uniform Software to help financial analysts, accountants, FP&A teams, and data specialists audit, manage, and automate complex spreadsheets. Operating directly from a dedicated tab on the Microsoft Excel ribbon, it replaces slow manual spreadsheet maintenance with automated batch workflows, formula dependency tracking, and deep structural diagnostics.
Key Features & Business Benefits
• Workbook Auditing & Dependency Mapping: Inspect two-way formula connections across multi-sheet workbooks using "Referred By" and "Refers To" panels. Quickly locate broken references (#REF!), hidden names, 3D ranges, and external links to reduce model risk.
• Extended Diagnostic Scans: Uncover hidden formula logic in non-standard locations, including data validations, hyperlinks, and embedded objects. Identify unused names and duplicate global/local scopes to clean up legacy workbooks.
• Batch Naming & Formula Automation: Generate sequentially named ranges (e.g., Region??) or formula patterns across rows and columns in seconds using flexible wildcard syntax.
• Bulk Grid Export/Import: Export name definitions to an editable worksheet grid, execute bulk edits, validate formula syntax, and safely re-import definitions into the workbook.
• Enterprise Risk Protection: Built-in safety mechanisms automatically create timestamped workbook backups prior to committing bulk changes, scope conversions.
Deployment & Purchasing
Formula Manager for Excel supports desktop versions of Microsoft Excel on Windows 10 (version 19041.0 or higher) and Windows 11. It is available with a 7-day (Microsoft Store) or 30-day (Microsoft Marketplace) free trial and subscription plans starting at $2.39 USD/month per user/month.
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
No
API Access
Has API
No
Pricing Details
$2.39/month/user
Monthly subscription. Volume discount available through Microsoft Marketplace.
Free Trial
Yes
Free Version
No
Pricing Details
$59/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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
Yes
Audit Trail
No
Calculators
No
Charting
No
Multi-User Collaboration
Yes
Templates
No
