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20 Lessons to Make Money Trading (and not lose your shirt)
We were recently asked the following question by one of our customers. It's situation that all new traders face, but few actually ask the question before really diving in. Our answer comes from years of experience developing and trading (successfully and...
How to Import Market Data Into Excel
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. Click...
Using Excel for Trading
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
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
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...
What to Look for in an Excel Correlation and Regression Template Package
There are multiple Excel correlation and regression packages in the market that alleviate you of the need to build the calculations and worksheets yourself. For correlation trading, be sure the package you choose includes the following features: Correlation matrix...
A Simple Correlation Trading Model in Excel
As an example, we will show how a simple yet effective correlation trading model can be built in Excel with free data and some basic statistical formulas. The idea here is to compare two closely related stocks of similar size and volatility in the same industry,...
Correlation and Regression Trading in Excel
One type of trading strategy is commonly known as regression trading or correlation trading. Essentially the idea is to compute a "typical" price relationship between two securities, indexes, or curves over a period of time using regression and correlation statistics....
Make Sure You Back Test Your Excel Model First!
Fully automating your trade execution directly from Excel to your broker is one of the final steps toward creating a "trading robot". However, it is very important to test your trading model and Internet connection thoroughly before allowing it to send live orders to...
Automated Order Execution from Excel to a Broker’s System
If you want to fully automate your Excel trading model, you will want to execute buy and sell orders directly through your broker's system. Several brokers such as Interactive Brokers provide an Application Programming Interface (API) that allows you to send orders...