Note: This walkthrough was written in September 2021 and describes how the MarketXLS thinkorswim functions worked at that time. TD Ameritrade has since been acquired by Charles Schwab. Before relying on these steps, contact MarketXLS support (support@marketxls.com, 1-877-778-8358) to confirm whether the thinkorswim functions are currently available for your setup.
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In the 2021 setup, MarketXLS read data from a running copy of the desktop thinkorswim platform: you kept thinkorswim open, then typed =tos in an Excel cell to see the list of thinkorswim functions that MarketXLS provided.
Thinkorswim is a desktop trading platform, originally from TD Ameritrade, built for self-directed stock, options, and futures traders. It is designed for derivatives-focused active traders and can be customized with tabs for your most-used features.
Thinkorswim walkthrough for MarketXLS users (2021)
(Steps 1-2 are only necessary if the customer is not already running TOS)
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Make sure the Think or Swim platform is fully installed (not a web-based version)
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Open the Think or Swim platform and keep it running.
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Open Excel and start using MarketXLS. The thinkorswim functions load with the add-in.
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Type =tos in a cell and the functions list will load