Welcome to MarketXLS

Welcome to the MarketXLS User Manual. This guide will help you navigate the functionalities of MarketXLS. Use it to find answers to your queries.

For the past 7 years, MarketXLS has assisted thousands of customers in implementing their investment research strategies and monitoring systems in Excel. We constantly search for the best data sources and tools to help individual investors bridge the information gap.

Getting Started

Signing Up

After purchasing a subscription, you will receive an email that contains links to download the MarketXLS software. The email will also provide detailed instructions for setting up the platform. It will include a download link for MarketXLS as well as your unique license key.

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For real-time data access, please refer to the separate broker documentation in the email.

We are committed to providing exceptional customer support. As part of this, every new subscriber is entitled to a 30-minute onboarding call, free of charge. To schedule this, please visit our Book a Call page.

Additionally, we offer a wide range of templates to aid in your investment journey, and these are available to all our subscribers at no extra cost. You can explore these templates at **MarketXLS Templates.**

Installing MarketXLS

Once MarketXLS is installed:

• Open Excel, and MarketXLS should appear on the menu at the top.
• Go to Settings/Help on the right side of the bar.
• Click on Apply License - Add your License key there.

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• Accessing Settings: To access the settings in MarketXLS, navigate to the 'Settings/Help' section. From there, click on the 'Settings' option at the bottom of the menu.
• Data Subscriptions Tab: In the Settings window, switch to the 'Data Subscriptions' tab. This tab will display a list of broker accounts.
• Selecting Your Broker: Locate your broker's name in the provided list. Select your broker account and carefully follow the activation steps outlined in the email you received upon subscription or listed below. These steps are crucial for enabling real-time data feeds.
• Saving Changes: Once you have completed the setup, click 'Save' to apply your configuration.
• Assistance with Installation: If you need additional guidance on installation and initial setup, we have prepared a helpful video tutorial.

https://www.youtube.com/playlist?list=PLII0eGApb0LQo0Uvk5aBaQ3262ggkz56_&feature=shared

Broker Integration

Angel One

Instructions for Setting Up Real-time Data Streaming with AngleOne Broker via MarketXLS Add-in

Pre-requisites: AngelOne Account, also ensure you have Microsoft Excel and the MarketXLS Add-in installed and active .

1. Sign Up on SmartAPI:

• Visit SmartAPI Angel Broking and sign up for an account if you haven’t already.

1. Create an App for Real-time Data Streaming:

• Once signed up, navigate to **Create App Page.**
• For "API Type", select "Market Feed Api".
• Set the "App Name" to "MarketXLS".
• For "Redirect URL", enter "https://marketxls.com/".
• Click "Create App" to finalize the process.

1. Retrieve Your API Key:

• Go to Your Apps Page
• Here, you will find your created app "MarketXLS". The API Key associated with this app is what you need. Note it down.

1. Enable Two-Factor Authentication (TOTP) and Retrieve Token:

• Navigate to Enable TOTP Page
• Enter your "Client ID" and "Password".
• After entering the details, you'll receive an OTP. Enter this OTP when prompted.
• A barcode will appear on the screen. Just below the barcode, you'll find a key. This is your Token Key. Make sure to note it down.

1. Initiate Real-time Data Streaming in MarketXLS:

• Open Microsoft Excel and ensure the MarketXLS Add-in is active.
• Enter the retrieved API Key, Client ID, Password, and Token in the relevant fields in MarketXLS to start streaming real-time data.

Troubleshooting:

• Ensure you have a stable internet connection throughout the process.
• Double-check that you've entered the correct details at every step.
• If you encounter any issues, refer to MarketXLS's FAQ section or contact AngleOne's customer support.

Note: Steps might vary slightly based on updates or changes made to the broker's interface. Always ensure you're using the latest version of the MarketXLS Add-in.

Zerodha

Instructions for Setting Up Real-time Data Streaming with Zerodha via MarketXLS Add-in

• Accessing Settings: Head over to the 'Settings/Help' section. Here, you'll find the 'Settings' option located at the bottom of the menu.
• Data Subscriptions Tab: Within the Settings window, proceed to the 'Data Subscriptions' tab. This area will present you with a list of available broker accounts.
• Broker Selection: Choose 'Zerodha' from the list. You will need to enter your Client Id and Password with accuracy to ensure a successful connection.

Real-Time Data Feed

To validate your Real-Time data, type in one of the streaming functions:

=BrokerNamelast(symbol)

Once you input the function, data should start streaming. Now you are ready to use MarketXLS - so in the next section, take a look at all the functions available.

Symbology Guide

This guide is designed to help you access and utilize data for Indian stocks, options, futures, and commodities using the MarketXLS Excel Add-in. Follow the steps below to set up and use the correct symbology for various financial instruments in the Indian market.

Step 1: Prerequisites

Before you begin, ensure you have the following:

• A MarketXLS subscription
• MarketXLS installed on your computer
• A stable internet connection

Step 2: Broker Account

You need an active broker account with either:

• Zerodha
• AngelOne

Note: More brokers will be added in future software updates.

Step 3: Symbology for Stocks, Options, Futures & Commodities

Stocks Symbol

Stock symbols are the same as NSE symbols with the addition of a ":IN" suffix.

Example:

• RELIANCE on NSE becomes RELIANCE:IN in MarketXLS

Options Symbol

For options, you need four pieces of information:

1. Underlying ticker
2. Expiry Date
3. Call/Put
4. Strike Price

Use the following function in MarketXLS:

=OptionSymbol("Underlying:IN","DD-MM-YYYY","Call/Put", "StrikePrice")

Example:

=OptionSymbol("TCS:IN", "28-11-2024", "Call", "4200")

This will generate the symbol: @TCS:IN241128C04200000

Future Symbol

For futures, you need the underlying ticker and expiry date. Use the following function:

=FutureSymbol("Underlying:IN", "DD-MM-YYYY")

Example:

=FutureSymbol("RELIANCE:IN", "28-11-2024")

This will generate the symbol: /RELIANCE:IN28NOV24FUT

MCX (Commodities)

MarketXLS supports various MCX (Multi Commodity Exchange) indices. Here are the symbols for all indices available for MCX:

• /MCXGOLDEX:IN
• /MCXMETLDEX:IN
• /MCXCRUDEX:IN
• /MCXCOPRDEX:IN
• /MCXCOMPDEX:IN
• /MCXBULLDEX:IN
• /MCXENERGY:IN
• /MCXAGRI:IN
• /MCXMETAL:IN
• /MCXSILVDEX:IN

Note: These are the symbols for all indices available for MCX. To get data for futures or options on MCX commodities, please refer to the futures and options symbology explained in the sections above.

Additional Notes

• Always verify the latest symbology and functionality with the most recent MarketXLS documentation, as features and syntax may be updated.
• For the most current contract specifications, including lot sizes, expiry dates, and trading hours, refer to your broker's documentation or the respective exchange websites.

Resources

• MarketXLS Official Website: https://marketxls.com
• NSE India: https://www.nseindia.com
• MCX India: https://www.mcxindia.com

For specific queries or issues with MarketXLS functions, please refer to the MarketXLS documentation or contact their support team.

How to Use: Functions

Function List

Using Templates

Forex Functions

All currency functions in MarketXLS need a Source Currency Symbol and a target currency symbol. Always, 1st symbol is the source, and the second is the symbol.