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About

An independent, unbiased stock research platform built by traders and developers for investors that care about researching what they invest their money in. Helping investors get into the beginning stages of stock research. It provides stock reports, screeners, watchlists and other functionality to help you track and find opportunities for your portfolio. An upgrade to provide fair values and stock ratings. Also focused on bringing you insights around company valuations and ratings to help you find better investments. Part of the forever-free plan, gamification of weekly stock picking, allows you to set lineups and see how good you actually are at out-picking your friends! Premium offers access to more valuation and price-specific insight around companies and their stocks. Get ratings, fair values and tools to help you search and get notified of opportunities. Start by creating a private league and inviting those you want to play via email.

About

StreamXLS is a Windows RTD server that streams live data from Interactive Brokers into Microsoft Excel. It connects to Trader Workstation or IB Gateway through the TWS API and delivers account, position, order, and market data into worksheet cells via Excel-native RTD formulas - no add-in, no VBA, no programming. Users can build their own Excel dashboards, watchlists, and portfolio trackers in any layout, with values that update in realtime. StreamXLS covers stocks, futures, options (including greeks) and FX; supports multiple accounts (including Financial Advisor structures). Requires desktop Excel on Windows, an Interactive Brokers account, and the user's own market data subscriptions. 30-day free trial.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Investors searching for a stock research platform for researching what they invest their money in

Audience

Interactive Brokers traders and financial advisors who build their own spreadsheets and want live account, position, order, and market data in Excel.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version Supported
Free Trial Not Supported

Pricing

$59/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

EquitySet
United States
equityset.com

Company Information

StreamXLS
Founded: 2026
United States
streamxls.com

Alternatives

Alternatives

Categories

Financial Research Supported
Stock Analysis Supported
Stock Screeners Supported

Categories

Stock Analysis Supported

Integrations

Interactive Brokers Not Supported
Microsoft Excel Not Supported

Integrations

Interactive Brokers Supported
Microsoft Excel Supported
Claim EquitySet and update features and information
Claim EquitySet and update features and information
Claim StreamXLS and update features and information
Claim StreamXLS and update features and information