Having a live view of your acount data is really important (and useful) when you are spending more and more time trading in Excel!
Here is a quick guide on setting up a live Excel view of your account data, such as profile & loss (P&L), account balance and margin.
This post assumes you have set up your account number in a named range in my other post here, if not head over and finish those steps first.
Copy the following names and cell formulas into your Excel sheet.
Currency:
=RTD("fxbluelabs.excelrtd",,AccountNumber, "currency")
Balance:
=RTD("fxbluelabs.excelrtd",,AccountNumber, "balance")
Equity:
=RTD("fxbluelabs.excelrtd",,AccountNumber, "equity")
Floating PL:
=RTD("fxbluelabs.excelrtd",,AccountNumber, "pl")
Floating PL %
=RTD("fxbluelabs.excelrtd",,AccountNumber,"pl") / RTD("fxbluelabs.excelrtd",,AccountNumber,"balance")
Used Margin:
=RTD("fxbluelabs.excelrtd",,AccountNumber, "usedmargin")
Free Margin:
=RTD("fxbluelabs.excelrtd",,AccountNumber, "freemargin")
Margin Use %:
=RTD("fxbluelabs.excelrtd",,AccountNumber,"usedmargin") / RTD("fxbluelabs.excelrtd",,AccountNumber,"equity")
Last Update:
=RTD("fxbluelabs.excelrtd",,AccountNumber, "LastUpdateTime")
And that’s it!
Take a look at our downloads section for working examples of live P&L data in Excel.
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