Skip to main content
All CollectionsSpreadsheetsExcel (Windows)
Excel Add-in (Windows) Documentation
Excel Add-in (Windows) Documentation

Comprehensive documentation for Excel Add-in (Windows)

Team avatar
Written by Team
Updated over a week ago

This documentation will show the proper setup and the outstanding features of the Twelve Data Excel Add-in. This add-in is suitable for everyone starting from beginners to professional traders and analytics.

Here we assume that you have already installed the add-in; check out this guide if you haven’t done so.

All control of the add-in is available on a Twelve Data ribbon tab.

Set up

After downloading, you need to specify your API key; if you don’t have one – get it for free by signing up for the Basic plan.

Go to Settings and input your API key. Click check to verify that it is working correctly.

General

All functions begin with =TD followed by the name of the method. For your convenience, we provide methods separated for currencies (forex, crypto) and non-currency symbols (stocks, indices, ETFs, etc.), with the only distinction of opportunity to set base/quote currency separately.

When you input the parameters, the IntelliSense help pop-up will appear.

Tip: If Excel crashes sometimes, it might be due to the incompatibility of your system with IntelliSense Add-in for help. To disable this extension, go to Settings and uncheck the IntelliSense option.

Alternatively, after selecting the function, you may input parameters using the Function Arguments window.

To get more sophisticated information on parameters, visit the API Documentation.

Formulas

TDTimeSeries/TDCurrencyTimeSeries
This formula adds the time series data on a sheet.

TDTechnicalIndicator/TDCurrencyTechnicalIndicator
This formula gets the data on a technical indicator.

TDPrice/TDCurrencyPrice
This formula returns the current price of the security.

TDQuote/TDCurrencyQuote
This formula returns the currency quote with the necessary information.

Real-time updates

Since Twelve Data provides real-time data, you may specify the desired interval of updates. Each formula takes in the refresh argument, which stands for the number of seconds. By default, the parameter equals to 60 second interval; if you wish to have static data – set it to 0.

Technical indicators

Another significant advantage arises when you need to work with technical indicators and set their parameters. By default, canonical parameters are in place as per API documentation. If you need to set custom ones, you have two options:

1. Provide custom parameters in the formula using the parameters argument. The names should be identical as in the API. Comma (,) is used as the delimiter when passing multiple values, following the `{parameter_name}={value} format. This argument is a string (inside double quotes).

2. You might set custom parameters once for the whole book. Click the Parameters button, specify the necessary values and click the Apply button. You may also set different parameters on various open books by selecting the appropriate one in the left pane.

Tip: if you use both methods and duplicate some parameters, priority is given to the ones input in the formula.

Helpers

You may simplify your working process with helpers by linking formula value to a cell with a checkbox.

Settings

Connection Setting
Users who have internet access configured via proxy with authentication (i.e., accessing from the corporate network) may save proxy credentials in the settings dialog.

All in all

We are constantly working on new features to make this Excel Add-in the most sophisticated solution available in the industry. We welcome all suggestions and feedback at info@twelvedata.com.

Did this answer your question?