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Börsdata Excel Plugin

Börsdata ExcelPlugin is a plugin/addin you install to your Windows Excel.
When it's installed you get access to serveral new Excel functions to directly call the Börsdata API.
You have access to all data from Börsdata API like Stockprices, reportdata and Kpis.

To use Börsdata ExcelPlugin you need to be a PRO Börsdata member and having an API Key.
API Key is only available to min 6month PRO/PRO+ members.

Börsdata ExcelPlugin are an extension to Börsdata API.
In the background the ExcelPlugin calling the API to get data and formats the data to fit into excel.
It has the same limitations, like number of requests, as the normal API, so if you have many functions it can take some time to load all data.

We are happy for all feedback on how to improve the API and ExcelPlugin.

Microsoft security changes (Sinces March 2023)

MS now always block all xll files to prevent malwares.
You need to open the file property and unblock after download new versions.
https://support.microsoft.com/sv-se/topic/excel-blockerar-inte-betrodda-xll-till%C3%A4gg-som-standard-1e3752e2-1177-4444-a807-7b700266a6fb

V10 Original Report data

  • Added two new values to BD_Instruments()
  1. StockPriceCurrency
  2. ReportCurrency
  • Added Original flag to report calls. This return reportdata in original currency.

V9 Holdings data

  • Holdings Insider, Shorts, Buyback
  • Instrument description
  • Report calendar, Dividend calendar
  • Fix addin makes Excel slow draging window

V8 Global data

  • Added Global instruments. Stockprices, reports and Kpis.
  • Better handling of many API calls from Excel.

Supported Excel versions

Only Windows Desktop versions is Supported.

  • Sorry - ExcelPlugin on Mac is not working.
  • Sorry - ExcelPlugin on Office 365 Webb (Addins) is not working.
  • Sorry - Excel plugin for Parallels on MAC is buggy. (See below text)

Supported Windows Desktop versions

  • Excel 2013 (v15)
  • Excel 2016 (v16)
  • Excel in office 365

The reason is that .xll files is a low-level windows plugin.
Microsoft only support this on windows.

Excel plugin for MAC is NOT working

Sorry - Börsdata ExcelPlugin on Mac is not working.
Excel on Mac is not running on same core-code as Windows and Microsoft does not support .xll plugin on Mac.
On Mac its not possible to write plugins to Excel.
This is a Microsoft (Mac?) limitation.

Excel plugin for Parallels on MAC is buggy

If you run Parallels on MAC there is a reported bug.
Max 3 input parameters works. This is a problem for several call in Excelplugin.
Parallels and MS is informed of the bug and working on fixes.
https://groups.google.com/g/exceldna/c/jCee3l0lzjM

Installation

New Installation
Upgrade to new version
Problems? Check our page for common errors.

Youtube (in Swedish)

Installation Movie
Functions

ExcelPluginSamples

Dynamic Array has poor backward compatibility with older excel versions.
If you have a new Excel version with Dynamic Array then use ExcelPluginSamples_DynamicArray.xlsx.
If you dont have Dynamic Array then use the ExcelPluginSamples.xlsx.
If you open ExcelPluginSamples_DynamicArray.xlsx and see all functions like {=BD_INSTRUMENTS()} then you missing Dynamic Array and need the other file.
Microsoft page about backward compatibility

VBA/Macro Support

Börsdata Excel plugin has poor support for VBA and Macro.
The new Börsdata functions is not built or tested for VBA.
Please use pure Excel formulas with Börsdata Excel plugin.

API Key

If you dont have an API KEY you need to Apply for it on Börsdata MyPage.
Only Pro Members in Nordic Country can Apply for API Key.

If you have an API Key and lose the Pro Membership you will be given a new API Key when you restart the Pro membership.
Then Please check your accounts MyPage to see the new API Key.

Go to Api Info

Functions

Go to Function page

Plugin Buttons

Go to button page

Instruments (InstId)

An Instrument at Börsdata is normaly a company or index.
Anything that has a price or report data is an Instrument.
All Instrument has a uniqe ID called Instrument ID (InstID).
To get the Instrument ID (InstID) you need to call the BD_INSTRUMENTS() function and check the returning table.

Stockprice data

All stockprice data is EndDay.
We do not offer intraday data in API or Excel Plugin.

Info about Report data

https://github.com/Borsdata-Sweden/API/wiki/Reports

Info about Kpi data

https://github.com/Borsdata-Sweden/API/wiki/KPI
https://github.com/Borsdata-Sweden/API/wiki/KPI-Screener

Dynamic Array

Börsdata Excel Plugin can return data to excel in two ways.
1. Write data in cells around the formula (Old style).
2. Or as Dynamic Array if you have the latest excel version that support this option.

If your Excel does not support Dynamic Array you will se a text in the support panel. If your Excel support Dynamic Array you can select if you like to use Dynamic Array. See instruction movie to get more details about Dynamic Array.

More info
https://support.office.com/en-us/article/dynamic-array-formulas-and-spilled-array-behavior-205c6b06-03ba-4151-89a1-87a7eb36e531

Language support

You can select if you like English or Swedish translation.
You find checkbox in Settings panel.

Date format

In first version the Börsdata Excel plugin returns unformated data to excel cells.
This means that Date is returned as a numeric value and you need to select cells and format to datetime.
(Internaly in excel all dates is a numeric value)
We will work on a fix for this in later updates.

Support / Problem with Excel Plugin?

Make sure to read the documentation - this will avoid repeated questions.
Check our page for common errors.
If still having problem then send us an email (info@borsdata.se) or direct message on twitter.

Issues Tracking

We use GitHub's Issues tracker for our project. Feel free to create bug reports and features requests. Make sure to read the documentation before asking questions - this will avoid repeated questions, leaving us more time for developing the library.

Version

2020-04-10 V1

  • Release

2020-04-17 V2

  • Fix Stockprice columns order
  • Add BD_INSTRUMENT_SEARCH()

2020-04-23 v3

  • "Remove Range" parameter for NO-DynamicArray users. Helper to delete old data in function.

2020-05-04 v4

  • Faster API calls.

2020-11-10 V5

  • Moved Spreadsheet logic to Backend.
  • Bug fixes. Datetime Format and Summary Quarter.
  • Add ReportDate
  • Faster API calls

2020-11-17 v6

  • Added Refresh All sheets Button
  • Added Refresh Pivottable Button

2022-09-08 v8

  • Global instruments
  • Better handling of many API calls from Excel

2023-09-06

  • Fix addin makes Excel slow draging window
  • Instrument description
  • Report calendar
  • Dividend calendar
  • Holdings Insider
  • Holdings Shorts
  • Holdings Buyback

2024-02-14 (v10)

  • Added two new values to BD_Instruments()
  1. StockPriceCurrency
  2. ReportCurrency
  • Added Original flag to report calls. This return reportdata in original currency.

KNOWN ISSUES

Excel 2010 (v14)

  • Refresh button is not working correct. The API is only called once. Workaround is to save file and restart excel. Then refresh makes a new Api call.

Poor VBA support

Börsdata Excel plugin has poor support for VBA and Macro.
Börsdata functions is not built or tested for VBA.
Please use pure Excel formulas with Börsdata Excel plugin.

You can call Börsdata functions from VBA but this is not tested. Use on your own risk. Most API calls is done in new threads and queued to not starve sockets.
This means some API calls can take long time to get response.
And if you have many API calls you cannot control the order they are called.

Also check our error page. https://github.com/Borsdata-Sweden/ExcelPlugin/wiki/Error-help

Disclaimer

Börsdata and the information contained herein is not intended to be a source of advice or credit analysis with respect to the material presented, and the information and/or documents contained in this website do not constitute investment advice.
The user is responsible for the risk and should therefore acquire information about the terms that apply to trade with such instruments, and about the qualities of the instruments. Placements or other positions in financial instruments such as stock is done at your own risk.
Börsdata cannot in any way be held responsible for any investment decisions that result from the financial information on the website. Always do your own Research.

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