Thank You for your subscription to Quotemedia’s Market Data for MarketXLS platform

Dear Customer,

Thank you for signing up for Quotemedia’s data for MarketXLS platform.

Below is the detailed process on how you can start using the data in MarketXLS.

  1. When you purchased the data bundle you must have received an email with your quotemedia username and password. In the MarketXLS menu go to settings/help>>settings

  1. Then under the Data Subscription tabs, select Quotemedia and enter your username and password in the appropriate fields. And click on “Test Connection” and “Save”.

A successful “Test Connection” means that you are able to contact Quotemedia servers and you can now start using the functions provided by MarketXLS to stream real time data.

  1. All Quotemedia functions starts with a Prefix “QM_”, when you type QM_ Excel’s intellisense will show you the functions that are available. Mainly you should be able to consume Quotemedia subscribed dataset using the 4 main functions. Given below is the description of each of these functions…

You should be immediately able to use functions that start with =qm_

Most common of these functions are as follows…=qm_last(“MSFT”)=qm_previousclose(“MSFT”)=qm_getHistory(“MSFT”) 

and so on.

  1. QM_Value : You can use this function whenever you want to populate a single cell with a value that Quotemedia provides. This is a generic function which can be used to access any number in Quotemedia service’s for example, Last Price, Ask Price, Volume and so on. So, to get the last price of a an asset simply type =QM_Value(“Last”,”MSFT”)

Quotemedia’s Quotestream service has all sorts of data available some of the key ones are mentioned below…

last
change
changepercent
tick
open
high
low
prevclose
sharevolume
lasttradedatetime

You can also lookup for a specific parameter at Quotemedia’s support portal at the link below…

https://quotemediasupport.freshdesk.com/support/home

Just register as a new user here and you will be able to access the documentation about Quotemedia’s service. If you need any help in finding out something send us an email at support @ marketxls .com

  1. =QM_List : This function can be used when you are not looking for a specific value but are looking to get a list or a table kind of data. For example if you want to get historical prices, option chains, dividend history or so on. Quotemedia XML/JSON service provides various methods to get this kind of data. For example there is a method called getHistory which will get that historical prices.

The structure of this function is as follows…

Usage: (Method, ParamName1, ParamValue1, … ParamNameN, ParamValueN)

So, the first argument is the method as per Quotemedia’s service like “getHistory”, “getOptionChain” as shown below in the red content. Each of the method in Quotemedia’s service takes multiple inputs and then the service returns appropriate response. So, in MarketXLS, we have made it very flexible to make sure you can pass arguments to Quotemedia’s service using =QM_List function.

The example below will get the Historical data…notice in the formula below “symbol”is one of the argument in getHistory Method. With this method we can pass many parameters in Quotemedia’s methods to return appropriate results.

The Quotestream Connect Enterprise service includes access to select xml/json api services which provide data on a “by request” basis.  This provides a holistic solution to financial data needs within 3rd party applications.  Documentation for the xml/json api services included in Quotestream Connect Enterprise can be accessed below:

The Quotestream Connect Quotes and Quotestream Connect Quotes Basic Package currently includes these xml/json api services:

getChartData

getEnhancedQuotes

getEnhancedSnapQuotes

getExchangeHistory

getFullHistory

getHistory

getIntervals

getIntraday

getIntradayHistory

getListingChangesByCountry

getLookupSymbols

getMarketOpenStatus

getMiniQuotes

getMostRecentExchangeHistory

getNethouseBySymbol (for Canadian equities only)

getQuotes

getQuotesMiniByExchange

getRecentTradesBySymbol

getRegionalQuotesBySymbol

getSecurityMaster

getSnapQuotes

getSymbolChangesByExchange

getSymbolList

getSymbols

getValidSymbols

The Quotestream Connect Options Package currently includes these xml/json api services:

getOptionChain

getOptionChainSymbols

getOptionMarketStats

getOptionQuotes

getOptions

getRecentOptionStats

One example on how to use this function is mentioned below…

Lets say you want to get 5 minutes intraday history of a stock. To get this you can use one of the method called “getIntervals” and pass “interval” as one of the parameters and symbol as another. So the formula will look like below…

=QM_List(“getIntervals”,”Symbol”,”MSFT”,”interval”,”5″)

=QM_List(“getIntervals”,”Symbol”,”MSFT”,”interval”,”5″,”start”,”2020-05-16″)

The first argument will always be the method, and then you can pass on a series of input parameters and parameter values to filter out the returning data. The function above will return intraday price data in 5 minute intervals.

Given below are many input parameters that “getInterval” method supports.

Input Parameters

Fields Required Default Range of Values Description
symbol Yes None

Type: Text

CDN Exchanges use suffix :CA.* CDN Option: prefix @

Example: To request Bank of Nova Scotia from the TSX, the symbol is BNS:CA

Requested symbol for interval data.

QuoteMedia Symbology Document

interval No 1 min Min = 1; Max = 60; Range = 1 – 60 Defines the interval levels for data returned. Partial interval data for the most recent data at the time of the request will be included in the output.
marketSession No All Pre-market = pre; Market hours = mkt; Post market = post; All = all Defines the market session for data returned.
entmax No None DL, EOD Maximum entitlement level that will take effect for the output results will match the value passed in the request.
start No Current Date Date (YYYY-MM-DD) Requested Start date of interval data.
end No Current Date Date (YYYY-MM-DD) Requested End date of interval data. It is recommended that this parameter not be used if the end date is the current (today’s) data.
adjusted No No true/false Adjusts data for Stock Splits. Not available for the current date.
unadjusted No Yes true/false Does not adjust data for Stock Splits.
exclude No None any output data point Allows for the exclusion of specific data points (Up to a maximum of 5). Ex. When exclude=open is used, all open values will be hidden in the output.
timezone No None true/false Allows for the display of timezone information
webmasterId Yes None Numeric QuoteMedia attaches a unique id to your company that allows us to entitle you to specific data and products.

Note: Input parameters are case sensitive.

  1. =QM_RT_Value : This function can be used for price streaming in Real time from Quotemedia servers. QM stands for Quotemedia, RT stands for real time. So, to get prices streamed into Excel you can use a function like =QM_RT_Value(“Last”,”MSFT”) or simply use =qm_stream_last(“MSFT”)

For the sake of your convenience, apart from these 3 main functions which can be used to consume any of the data from Quotemedia’s data services, we have created some most commonly used functions that do not require to to make a structure of the function. They simply work like normal MarketXLS functions by taking one argument. For example : use QM_stream (“MSFT”) to stream the real time prices, QM_LastPrice(“MSFT”) to get the last price, QM_MarketCap(“MSFT”) to get the Market Capitalization.

If you face any issues using Quotemedia’s data in MarketXLS please let us know at support @ marketxls. Com. The technology we have used in MarketXLS will allow you to stream about 300 symbols at one go in real time without any lag in Excel’s performance.

Verelq News |
21.04.2024

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