Barchart for Excel User Guide

Unlock the Power of in Microsoft Excel

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About Barchart for Excel

Barchart for Excel gives users the ability to access natively in Excel via an add-in that supports both real time streaming and historical time series data.  Features include Quotes, History, Charts and Options.  In addition to these, Barchart for Excel users can access Lists, symbol details (technicals, options, company info), and Tools like Screeners. Further distinguishing Barchart for Excel, My Barchart users will be able to view their Watchlists, Portfolios and Custom Views all within the Barchart Excel add-in.

Use Cases

  • Portfolio Valuation
  • Data Downloads
  • Risk Analysis
  • Historical Research
  • Expanded Charting
  • Custom Views
  • Backtesting
  • Historical Performance

Data Coverage

  • Equities: US and Canadian equities
  • Cryptocurrencies 
  • Indices: Dow Jones, S&P, CBOE and Nasdaq indices 
  • Forex
  • All other markets: delayed

Minimum System Requirements

  • Microsoft Windows 8 or Windows 10
  • Microsoft Excel 2013, Excel 2016 or Excel 2019
  • Microsoft .NET Framework 4.7.2 or later and VSTO

Download and Installation

The setup file for Barchart for Excel is located here.


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