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About

Be a cold-blooded investor. Create, backtest, and invest in your own rule-based strategies. See why professionals and academics trust Portfolio123. Manage your accounts like never before. Everything you are used to using has been reimagined and improved. Enjoy free real-time quotes, analyze with free investor tools, manage multiple accounts easily, send orders to your broker, keep track of your decisions. Best data in the business, professional-level quant tools, flexible yet simple workspace, ludicrously fast simulation engine, and expert community ideas. We believe the world needs a better solution for investing. Our mission is to help everyone own stocks, increase their chances for better returns, and enjoy life. No matter how much time you want to dedicate to making investment decisions, from “set it and forget it” to learning about things like free cash flow and factor models, managing your portfolio should be possible for everyone.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors seeking a portfolio management solution to manage their stock strategies

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$9 per 21 days
Free Version
Free Trial

Pricing

$59/month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Portfolio123
www.portfolio123.com

Company Information

StreamXLS
Founded: 2026
United States
streamxls.com

Alternatives

Alternatives

Atom

Atom

Atom Finance

Categories

Categories

Integrations

Interactive Brokers
Microsoft Excel

Integrations

Interactive Brokers
Microsoft Excel
Claim Portfolio123 and update features and information
Claim Portfolio123 and update features and information
Claim StreamXLS and update features and information
Claim StreamXLS and update features and information