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QLink3.xOverview
Overview
InstallingQLink
UsingQlink
QuoteTable
QuoteCell
HistoryDataTable
HistoryDataCell
Settings
RTDCellSyntax
FAQs
Troubleshooting
Overview
QLinkisanapplicationthatconnectstoournetworktoretrieverealtimeandhistoricaldataandthen
streamsitintoaMicrosoftExcelspreadsheetusingMicrosoftRTD(RealTimeData)Services.Since
MicrosoftannouncedseveralyearsagothatDDE(DynamicDataExchange)wouldnolongerbea
supportedtechnology,QLinkrepresentsamorecurrentmethodforimportingdataintoExcel.
Weoffera30dayfreetrialforQLinkandthecostis$15/moforeligibleexistingsubscribersthereafter.
YoucanaddQLinkdirectlytoyouraccountviaAccountMaintenanceandthefeeforthefirstmonthwillbe
waived.
InstallingQLink
QLinkisnotautomaticallyinstalledwithyoureSignalorQChartssoftware.InordertousetheQLink
application,itmustbedownloadedseparately.TheQLinkinstallerislocatedonthemaindownloadpage
foryourproduct:
eSignalDownloadPage
QChartsDownloadPage
Oncetheinstallerhasbeendownloaded,simplyruntheinstallationprogrambydoubleclickingtheiconin
yourdownloadfolder.Fromthere,followthesubsequentinstructionstocompletetheQLinkinstallation.
YoucanalsodownloadasampleQlinkspreadsheetbyclickinghere.
Note:Duringtheinstallation,theQLinkinstallerwillopenMicrosoftExcelinordertoregisteritselfwithin
theapplication.DonotcloseExcelduringthisprocess.
UsingQlink
LaunchExcelandclicktheAddInstab.
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YoucanuseeithertheQlinktoolbar(1)orselectthedropdownmenuiconontheInteractiveDataRTDtab
(2)andselectthedesiredQlinkfunctiononthemenu(3).
QuoteTable
TheQuoteTablefeatureisusedtocreatestreamingandsnapshotRTDTables.
FromtheExcelToolbar,ClicktheQuoteTableButton
or
FromtheExcelDropdownmenueSignalRTDclickQuoteTable:
TheInsertQuoteTabledialogboxwillthenbedisplayed:
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Symbols:AddsymbolstotheQuoteTable,multiplesymbolscanbeaddedbyseparatingwithacomma.
Fields:HeadingtobeaddedtotheQuoteTable,multipleheadingscanbeaddedbyseparatingwitha
comma.
Options:
Snapshot:Allowsforstaticquoteinsteadofrealtimestreaming.
UseShortRTDForm:UsesanabbreviatedformulafortheRTDrequest.
Vertical:(SymbolsinColumns)Changesthedisplayoftherequestfromahorizontalviewtoavertical
view.
Publisher:TheRTDdatasource.
ShowCell:Createsatodisplaythesource.
UseReference:Referenceaparticularcellforeachformula(Seesamplespreadsheetbyclicking
here).
ExpandedSymbolListSelector
Theexpandedsymbollistisausefulwaytoaddmultiplesymbolstothesymbolfield:
LeftclickingtheExpandedSymbolListicon
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willdisplaytheSymbolListSelectiondialogbox:
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Add:EnterasymbolintheSymbolEntryboxandclickAddtoselectsymbol.
Remove:SelectasymbolfromSymbolListandclickRemovetodeletesymbol.
Clear:Clearsthelistofsymbols.
Sort:Sortsymbolsalphabetically.
MoveUp:MovesaselectedsymboluptheSymbolList,changingtheordersequenceitappears.
MoveDown:MovesaselectedsymboldowntheSymbolList,changingtheordersequenceitappears.
OK:Clicktoacceptselection.
Cancel:Clicktocancelselection.
ExpandedFieldListSelection
ExpandingtheFieldlistisausefulwaytoaddheadings:
LeftclickingtheExpandedFieldicon
willdisplaytheFieldListSelectiondialogbox:
Available:Listoffieldsavailable.
Selected:Listoffieldsalreadyselected.
>:Selectfieldandpresstoaddtoselectedlist.
>>:Presstoaddallfields.
<:Selectfieldandpresstoremovefromselectedlist.
<<:Presstoremoveallfields.
MoveUp:MovesaselectedsymboluptheSymbolListchangingtheordersequenceitappears.
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MoveDown:MovesaselectedsymboldowntheSymbolListchangingtheordersequenceitappears.
OK:Clicktoacceptselection.
Cancel:Clicktocancelselection.
QuoteCell
TheQuoteCellfeatureisusedtocreateasinglestreamingorsnapshotRTDcell.
ToaccesstheQuoteCellRequestfeature,clickontheQuoteCellIcon
or
FromtheRTDCommandMenuselectQuoteCell.
TheInsertQuoteCelldialogboxwillthenbedisplayed:
Symbol:Symboltobeaddedtothecell.
Field:Listoffieldsavailabletoselectfrom.
Options
Snapshot:SelectcheckboxtohavetheRTDlinkinSnapshotMode.
UseShortRTDForm:UsesanabbreviatedformulafortheRTDrequest.
OK:ClickOKtocreatecell.
Cancel:Donotcreatethecellyouhaveconfigured.
ToupdateQuoteCellsthatareinSnapshotMode,clicktheRefreshButton
or
FromtheRTDCommandMenu,selectRefresh:
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ListoffieldsavailableintheQuoteTableandQuoteCell
%Change
52WeekHighDate
52WeekHigh
52WeekLowDate
52WeekLow
AnnualDividend
Ask
AskExchange
AskSize
AverageVolume
Beta
Bid
BidExchange
BidSize
Close
Coupon
Description
Dividend
DividendInterval
DTE(DaystoExpiry)
EPS
Exchange
Expiration
FormT
FormT_Exchange
FormT_Size
FormT_Time
FuturesContractHigh
FuturesContractHighDate
FuturesContractLow
FuturesContractLowDate
HeadlineCount
High
LastExchange
LastSize
LastEHExchange
LastEHSize
LastEHTime
Low
MinutesDelayed
NetChange
NewSettlement
Open
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OpenInterest
PE
Settlement_Time
Shares
Strike
Symbol
UnderlyingSymbol
Volume
VolumeElectronic
VWAP
XDivDate
Yield
HistoryDataTable
ThehistoryDataTableisusedtocreateatableofhistoricprices.
HistoryRequest
Beforeclickingthebuttononthetoolbar,selectthecellinwhichyouwanttheupper,mostleftpointof
thetabletostartfrom.
FromtheExcelToolbarClicktheHistoricDataTableButton
or
FromtheRTDdropdownmenuclickHistoricTable.
TheInsertHistoricalTabledialogboxwillthenbedisplayed:
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Symbols:SymbolstobeaddedtotheDataTable.Multiplesymbolscanbeadded,separatedbycommas.
Interval:ThetimeframeofData.IfselectingIntraday,fillinnumberofminutesin2ndinputbox.
FillOptions:Whenlookingatcolumnsofdifferentinstrumentssidebysidewhereoneormore
instrument(s)doesnottradeduringthesetinterval,theFilloptionswouldensurethatasinglerowhas
thesamedate/timeforallinstrumentsbycreatingbarsthataremissing,eitherbyusingtheprevious
value(FillForward),thenextvalue(FillBackwards)orinterpolatedvalue(FillInterpolate).
NoFill:Barswillbebuiltfromexistingtradesonly.
FillForward:Willfillthegapsintimewithbarscreatedfromthepreviousrealbar(madefrom
trades)beforethehole.
FillBackwards:Willfillgapsintimewithbarscreatedfromthenextrealbar(madefromtrades)
afterthehole.
FillInterpolate:Fillsinthegapsintimeholeswithbarsbasedonneighboringbars(thepreviousreal
barandthenextrealbar).
TimeRange:Enterthedesiredspanoftimeforbardata.
Fields:Fieldstobeselectedtoputintoatable.Multiplefieldsareseparatedbycommas.
Series:Numberofbars/rowsofdatatobereturned.Seriesiscountedfromcurrentbarbackwards.
Options:Optionsonhowthedatawillbedisplayedinthetable.
Vertical:SelectVerticalDisplayoftheDataTable.DefaultisHorizontalLayout.
Reversed:Displaysthedatawitholdestdataattopoftable.
UseShortRTD:UsesanabbreviatedformulafortheRTDrequest.
Publisher:SelecttheRTDdatasource.
ShowCell:DisplaystheRTDdatasource.
UseReference:Referenceaparticularcellforeachoftheformula(Seesamplespreadsheetbyclicking
here).
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OK:Clicktoexecutetherequest.
Cancel:Clicktodisregardtherequest.
ExpandedSymbolListSelector
Theexpandedsymbollistisausefulwaytoaddmultiplesymbolstothesymbolfield:
LeftclickingtheExpandedSymbolListicon
willdisplaytheSymbolListSelectiondialogbox:
Add:EnterasymbolintotheSymbolEntryboxandclickAddtoselectsymbol.
Remove:SelectasymbolfromSymbolListandClickRemovetodeletesymbol.
Clear:Clearsthelistofsymbols.
Sort:Sortsymbolsalphabetically.
MoveUp:MovesaselectedsymboluptheSymbolList,changingtheordersequenceitappears.
MoveDown:MovesaselectedsymboldowntheSymbolList,changingtheordersequenceitappears.
OK:Clicktoacceptselection.
Cancel:Clicktocancelselection.
ExpandedFieldListSelection
ExpandingthefieldlistisausefulwaytoaddseveralheadingtotheExcelspreadsheet:
LeftclickingtheExpandedFieldListSelectionicon
box:
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willdisplaytheFieldListSelectionsdialog
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Available:Listoffieldsavailable
Selected:Listoffieldsalreadyselected.
>:Selectdesiredfieldandclicktoaddtoselectedlist.
>>:Clicktoaddallavailabefields.
<:Selectfieldandclicktoremovefromselectedlist.
<<:Presstoremoveallfields.
MoveUp:MovesaselectedsymboluptheSymbolList,changingtheorderandsequenceasitappears.
MoveDown:MovesaselectedsymboldowntheSymbolList,changingtheorderandsequenceasit
appears.
OK:Clicktoacceptselection.
Cancel:Clicktocancelselection.
HistoryDataCell
TheHistoryDataCellfeatureisusedtocreateasingleRTDcell
FromtheCustomToolbarclickontheHistoricCellicon
or
FromtheRTDCommandMenuclickonHistoricCell:
TheInsertHistoricalCelldialogboxwillbedisplayed:
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Symbol:Symboltobeusedincell.
Interval:IntervalofData.IfselectingIntraday,fillinthedesirednumberofminutesin2ndinputbox.
Field:Fieldstobeusedincell.
Date:Datetobeusedincell.
UseShortRTDForm:UsesanabbreviatedformulafortheRTDrequest.
Publisher:SelecttheRTDdatasource.
OK:Clicktocreatecell.
Cancel:Donotcreatethecellyouhaveconfigured.
ListoffieldsavailableintheHistoricalDataTableandHistoricalDataCell:
BarTime
Date
High
Last
Low
Open
OpenInterest
Volume
Settings
UsedforconfiguringthewaytheDateandTimewillbedisplayedintheExcelspreadsheet.
FromtheCustomToolbarclickontheSettingsicon
or
FromtheRTDCommandMenuclickonSettings:
TheInteractiveDataRTDSettingsdialogboxwillthendisplayed:
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ExcelCellFormat:EnterthedesiredDateandTimeformats.
Publisher:CheckEnablePublisherSetttingsinDialogsifachangeinPublisherisdesired.
RTDCellSyntax
YoucancreateRTDlinksbydirectlyenteringtheRTDformula.Clickheretodownloadasample
spreadsheetforRTDformulasexamples.
SimpleQuoteFormat(StreamingQuoteOnly)
=RTD("ESRTD",,"<Symbol>","<Field>")
ExtendedQuoteFormat(StreamingorSnapshotQuote)
=RTD("ESRTD",,"*Q","<Symbol>","<Field>")StreamingQuote
=RTD("ESRTD",,"*S","<Symbol>","<Field>")SnapshotQuote
Snapshot(StaticQuote)Syntax
=RTD("ESRTD",,"*S","<Symbol>","<Field>")SnapshotQuote
Notethat*Sisusedtoindicateasnapshotquote,justas*Qisusedtoindicateastreamingquote
HistorySyntax
=RTD("ESRTD",,"*H",<Symbol>,<Field>,<Agg>,<Start>,<Index>)
*HDenotesHistoryFunction
SymbolSymbol
FieldFieldName
PossibleFieldNames:
Open
High
Low
Last
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OpenInt
Volume
Symbol
BarTime
AggDataInterval/Aggregation
DDaily
WWeekly
MMonthly
I<n>Intradaywithspecificnumberofminutes
StartStartingDate(Optional).Defaultiscurrentday
IndexOffsetfromCurrentDay.DefaultisZero.NumberofBarspriortoStartDate/CurrentDay
*StartandIndexaremutuallyexclusive.
FAQs
HowIcopycolumnsfromaWatchListwindowineSignal11toQlink?
BeginningwitheSignal11.6,youcancopycolumnsfromtheWatchListwindowineSignal11.Clickhere
formoreinformation.
DoesQLinksupporttheExtendedIntradayDataservice?
Atthistime,QLinkdoesnotsupportthe12+yearsofintradaydatathatcomeswiththisservice.Thisis
onthedevelopmentlisttoaddtotheproduct,howeverwehavenoaccurateestimatetoprovideforwhen
thiswillbecomeavailable.
IsDDEorQLinksupportedwitheSignalOnDemand?
Yes,DDEandQLink($10/month)aresupportedfunctionsoftheeSignalOnDemandservice.Pleasenote
thattheQLinkaddon(aswithmostOnDemandaddons)isavailableonlyinUSD(USDollar).Customers
billedinnonUSD(EUR,GBP,JPY,etc)wouldneedtoswitchtoUSDbillingtoenableaddonservicesto
anODaccount.
Troubleshooting
ArethereanyFirewallsettingsIshouldbeawareof?
QLinkfollowsthesameportsettingsusedforeSignal.Thosesettingscanbefoundhere.
HowdoIverifiythatQlinkisconnectedtotheDatamanager?
ClickontheQlinkicon
ontheWindowstaskbartodisplaytheIdledialogbox:
RTDshoulddisplay"Connected"andDatashoulddisplayWaitingforRequests".Qlinkisnotconnectedif
thefollowingisdisplayed:
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If"NotInitialized"isdisplayed,clicktheStartbutton.
IftheQlinkstilldoesnotconnect,verifythateSignalDataManagerisrunningandisconnected.
WhenItryandaddtheQLinkAddInIgetanerrormessagesaying"InvalidAddin".
Thiscanhappenforoneoftworeasons:
1.WithExcel2010,Microsoft'sClicktoRuninstallerpreventstheQLink3.xpluginfrombeingaddedto
theExcelAddinsmenu.UninstallClicktoRunandinstallOffice2010usingtheinstructionsinthe
article.
2.Youhavethe64BitversionofOfficeinstalled.Qlinkcurrentlyisn'tcompatiblewiththe64bitversion
ofOfficeyet.
I'veinstalledQLink3.xbuttheToolbarisn'tshowingupintheAddInsmenu?
Manuallyregister/enabletheQLink3.xpluginbyclickingFile,andthenOptions.
TheExcelOptionsdialogopensup.ClicktheAddInsiteminthelistalongtheleftedgeofthedialogto
seetheAddInspanel.MakesuretheManagedropdownatthebottomshowsExcelAddIns,thenpress
theGobutton.
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ThatbringsuptheAddInsdialog.IftheaddinforQLinkdoesnotappearinthelist,clickBrowse,and
usetheBrowsedialogboxtolocatetheaddinfile.
BrowsetothefilelocationfortheQLink3.xAddInwhichislocatedinC:\ProgramFiles\Interactive
Data\RTDorC:\ProgramFiles(x86)\InteractiveData\RTDwitha64bitoperatingsystem.Thefilename
is"ESRTDAddIn.xll".JustleftclickonthefileandthenclicktheOKbutton.
AfterclickingtheOKbutton,theAddInsDialogboxwillappearwiththeInteractiveDataRTDAddIn
listed.MakesurethereisacheckmarkintheboxnexttoInteractiveDataRTD.PressOK.
TheQLinkToolbarwillbelocatedattheinsidetheAddInstabatthetopofExcel2010.
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