Excel Add-In
TOD Markets can push live price data directly into your existing spreadsheets!
We’ve recently released the TOD Markets Connect Office Add-in, which listens to our market platform’s price messages and pushes those updates into a “TOD_LIVE” sheet on any Excel sheet you activate the Add-in on.
Getting Started
Installation
If you cannot install the Add-in from the microsoft store, please let us know. It is possible to side-load an Excel add-in if the Microsoft Store is blocked!
In an Excel spreadsheet, on the Home tab ribbon, select the ‘Add-ins’ item.
Search for ‘TOD Markets Connect’, it should be the first item.
Press the green ‘Add’ button, which will add this to your Excel add-ins, making it available to integrate in all of your Excel workbooks.
You must be running an up-to-date Microsoft Office suite with the latest Excel, or you may experience compatibility issues. The TOD Markets Connect add-in relies on JavaScript and the latest WebView2. If your local Excel cannot use this, try the online version of Excel.
Activate the Add-in
Find the Add-In
The Add-in should be visible in the Home ribbon with your other Add-ins, using our Logo.
Get an API key
Visit your User Profile (from the top right menu)
The API Key section is at the bottom of your user profile page. Give your API key a name, and it will be displayed once to copy into the API key field in the Add-in.
Enter the API key, and use the toggle to select the correct environment. For testing, you can use the staging environment, which provides simulated market activity data to run your tests against.
When you press ‘Log in’, the Add-in will:
Retrieve the asset pricing from all 5 markets available on TOD Markets (QLD, NSW, VIC, SA, TAS)
Connect to your company's private websocket channel and begin listening for price updates
A new sheet will be created called ‘TOD_LIVE’
The initial dataset of all active assets and current prices will be inserted into the ‘TOD_LIVE’ sheet.
This process will overwrite any existing sheet called ‘TOD_LIVE’, so ensure you check for any conflict before you log in.
The Price data in the ‘TOD_LIVE’ sheet will automatically update in sync with the web UI, giving your spreadsheet up-to-the-second price information.
Monitoring the connection
The console will keep you updated on things as they happen, so you can be confident that the feed has not failed.
The system sends a heartbeat message every minute, and the Add-in automatically pings the channel occasionally to ensure the connection remains valid.
The status shows 'Connected. '
Customise your columns
You can drag and drop the order of the columns in the sheet to suit your needs. This order preference will persist between logins on the same computer.
Things to consider
How to use the data
The Add-in will overwrite existing row data based on the asset code. Changes to the ‘TOD_LIVE’ sheet are likely to be affected by the automatic process.
You should reference the data in the ‘TOD_LIVE’ sheet via a lookup function, rather than making modifications or formulas in the ‘TOD_LIVE’ sheet directly.
Example:
=VLOOKUP(C6,AssetPricesTable[#Data],2,FALSE)
In this example, we reference column number 2 for the best bid. If you customise your column order, you will need to update your formulas.
Editing and updating data
The Add-in will not update prices in the ‘TOD_LIVE’ sheet while you are editing other cells in your spreadsheet. It will hold onto any new prices it receives and wait until you have finished your edits before it updates the row.
Data Security
Your company receives price update information on a unique and secure channel that rotates every night at 2:00 am (AEDT). This means that your Add-in will need to reconnect and fetch your company channel each day that you use the spreadsheet. You don’t need to generate a new API key; only log in with the same API key each day to keep your data feed active.
This material has been prepared by TOD Markets Pty Ltd (ABN 32 675 980 604) (TOD Markets, 'us' or 'we').
TOD Markets is a corporate authorised representative (CAR 001311315) of 62 Consulting Pty Limited (ABN 88 664 809 303) (AFSL 548573) (62C).
The material is for general information only and is not an offer for the purchase or sale of any financial product or service. The material has been prepared for investors who qualify as wholesale clients under sections 761G of the Corporations Act or to any other person who is not required to be given a regulated disclosure document under the Corporations Act. The material is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. Although we believe that the material is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute which cannot be excluded. Please note that past performance may not be indicative of future performance and that no guarantee of performance, the return of capital or a particular rate of return is given by 62C, #548573, any of their related body corporates or any other person. To the maximum extent possible, 62C, #548573, their related body corporates or any other person do not accept any liability for any statement in this material.