Barchart for Excel User Guide

Owned by Brendan Hebert
Last updated: Oct 20, 2023
1 min read

Unlock the Power of Barchart.com in Microsoft Excel

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About Barchart for Excel

Barchart for Excel gives users the ability to access Barchart.com 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 Barchart.com 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
  • Option Pricing and Modeling 

Data Coverage

  • Equities: US and Canadian equities
  • Cryptocurrencies 
  • Indices: Dow Jones, S&P, CBOE and Nasdaq indices 
  • Equity and Equity Index Options
  • 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.

Support

Need help? Contact support at real-time@barchart.com.