Getting Started

• Introduction
• Download
• Installation & Activation
• Troubleshooting
• Data Refresh/Updates
• Software Updates
• Manage Your Subscription
• Example Spreadsheets

General Formulas

• Black-Scholes Option Pricing
• Instrument Identifier Conversions
• Miscellaneous

Technical Analysis Toolkit

• Introduction
• Simple Moving Average (SMA)
• Exponential Moving Average (EMA)
• Volume Weighted Average Price (VWAP)
• Average True Range (ATR)
• Bollinger Bands
• Aroon

Federal Reserve Economic Data
(FRED)

• Overview
• Formula Reference

Yahoo Finance

• Formula Reference
• • All Formulas
  • Stocks
  • Stocks: Income Statement
  • Stocks: Balance Sheet
  • Stocks: Cash Flow
  • Stocks: Analysis
  • Stocks: ESG Risk Ratings
  • Options Chain
  • Stock Options
  • Mutual Funds
  • ETFs
  • FX Rates
  • Cryptocurrencies
  • Commodities
  • Historical Market Data
  • News
• Historical Array Formulas
• Historical Data Download
• VBA Functions Reference

IG Index / IG Markets

• Account Setup
• Formula Reference
• VBA Functions Reference
• Historical Price Data Download To Excel
• Historical Price Data Download To File
• Historical Client Sentiment Data Download
• Watchlists
• Live Positions, Transactions & Activity History

EODHistoricalData.com

• Overview & Setup
• Historical Price Data
• Stocks Fundamental Data
• Stocks Financial Analysis

Nasdaq Data Link

• Overview & Setup
• Formula Reference

Manage Your Subscription

Once you have purchased a subscription you can use the "Manage Subscription" menu option in the Add-in to update your payment details and view your invoices.

To get started, navigate to the Help menu on the Add-in toolbar in Excel and select the "Manage Subscription" option:

When selected, the Customer Portal will open in a web browser. This dashboard is provided by our payment provider, Stripe, and is securely hosted on the Stripe website. All information and any details you enter are only visible to Stripe:

View Payment Plan

On the dashboard you can view your current subscription with renewal date:

Change Payment Method

You can view and change your payment method. If you wish to change your card details press the "+ Add payment method" button:

You can also remove a payment method by pressing the "x" button to the right of the payment method. Please ensure you have at least one payment method registered.

View Invoices

You can also view all past invoices for your subscription. To view the actual invoice, click the date and a new window will open with the invoice details where you can download a pdf copy for filing or printing:

Cancel Subscription

You can cancel your subscription at any time, simply press the "Cancel Plan" button as shown below:

Please note you will be able to continue using the add-in for the rest of the period you have already paid for, however we don't provide partial refunds if the cancellation occurs partway through a month/year.