In Progress

Program for Data Retrieval and Analysis in MS Excel

Help is needed to develop a financial data retrieval of historical stock data in MS Excel set up as a standard template. Prior experience with Interactive Brokers’ API will be appreciated.

User: a power-user who knows how to access objects in MS Excel and how to create queries. You don’t need create fancy forms.


(1) Historical End-of-Day Data from Interactive Brokers (allowing for changing of symbol (eg AAPL vs MSFT) & time interval i.e. 30 min vs 60 min or daily data of a stock to include ; Open , High, Low , Close and Volume

- Source data: Interactive Brokers

- To be linked or downloaded into Excel workbook.

- Need easy operation by clicking something to update daily. (same set dataset (i.e. from recent day to prior 90 days of historical trading data)

(2) Detailed Day-Time Trading Data

- Source data: via API calls to a 3rd party program (see Interactive Brokers).

- User Interface: one or two user interfaces may be needed to enter/select parameters required for API calls.

- Data updating: the program is able to acquire detailed data (by changing time interval parametersas follows;

1 min

5 min

15 min

30 min

60 min


(3) Historical data at end of day Importing necessary (real-time data not required)


Skills: Data Processing, Excel, Financial Markets, Visual Basic

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About the Employer:
( 1 review ) Apple Valley, United States

Project ID: #1111065