Getting Started

Once you’ve completed the install process, you’ll notice a new heading on the Microsoft Excel ribbon called 'Barchart'. You’ll also notice a suite of icons for core functionality including Quotes, History, Chart and Options as well as some other smaller icons which link to various support features.

Next you will need to log in and validate your user credentials which you received upon registration. To do so, click on Account and then Log in.

A browser will pop up where you can then log in to your Barchart account or create a My Barchart account if you haven’t already done so. A window will also display in Excel where you can reopen the login browser if it was closed out.

The login username and password that you should use is your My Barchart or Barchart Premier username and password.

On your first log in, an authorization request will display. Authorizing will sync all of your My Barchart data like Watchlists and Custom Views within Excel.

Once authorized, close out of the browser and you will see that you are now connected to our servers and ready to use Barchart for Excel.