Your First Trading Model in Excel

Articles, Excel Models

I get this question a lot:  “If you were going to design your first trading model in Excel, what system would you start with?” The answer has a lot to do with what you trade and what you consider “trading”. Are you a stock trader or a foreign...

How to Import Market Data Into Excel

Articles, Data, Excel Models

Importing market data into Excel is the first step in building a trading model. Market data such as prices, volume, spreads, dividends, etc. is needed to feed a trading model’s calculations. There are several ways to get market data into your Excel spreadsheet....

Using Excel for Trading

Articles, Excel Models

Every bank uses Excel for trading on a daily basis. The ordinary investor or trader won’t use Excel in this way, but the methods for employing Excel in a trading atmosphere are not hard. You simply need to understand how you intend to use Excel, and what kind of...

The Basics of Excel Trading VBA

Articles, Excel Models, VBA Code

Top quality trading VBA must be written in a highly module-based manner. Applying Microsoft’s native VBA capabilities, you can create a selection of custom functions which will then be called within your VBA and with user controls such as checkboxes. The more...

Building an Excel Financial Trading System

Articles, Excel Models

Are you thinking about putting together a financial trading system for you or your firm? How do you get started? What are the key factors to ensure you do it right and end up with a great model that does not waste lots of time? One of the primary issues when...