Excel ConsultantSolutionsSample “Smarter Microsoft Solutions”: From Our Clients’ PerspectivesSample Solution: Day Trading Analysis in Microsoft Excel

Sample Solution: Day Trading Analysis in Microsoft Excel

Sample Solutions: Our Clients' Perspectives

The Client's Initial Need

Why He Reached Out For Microsoft Excel Programming Assistance

♦  This particular client was an avid professional day trader, making his living off of his daily trading.

♦  His second interest was in building a one of a kind day trade analysis tool in Microsoft Excel that he could commercially market to day traders and financial institutions.

♦  He was looking for a “Smarter Microsoft Solution“, but he did not know of all the smarter bells and whistles available in Microsoft Excel (Office). That is where our decades of experience come most into play.

 
The Technical Details

What He Wanted In His System

♦  What he was looking for was a fully integrated and automated Excel system –

♦  The application would extract the financial details from the major brokerages, as needed, without human intervention. (The VBA Macro did the work, via a single button click).

♦  The code would update the file at the end of each trading day. It provides a trade-by-trade analysis of the day’s trades.  You can then instantly see where you did well and where you were wrong.

 
The Challenges

Point & Click Simplicity

♦  The client was spot on when he said that this project would be a huge challenge.

♦  Building such a system does have its challenges, for one, this single solution would need to work with a variety of web based data sources, one for each brokerage.

♦  The file would need to know which of those sites to go to, what parameters to pass, and what data to download.  Once again, all with a single click of the mouse.

♦  Integration and automation is the power behind such apps.  Building them properly is the challenge.

 

 
Our Smarter Microsoft Solution

Integrated and Automated Microsoft Excel Day Trading Solution

♦  We built an amazing application in Microsoft Excel for this day trader and he loved it.

 

♦  Once the work was complete the client met with many of the top brokerages in the country to offer his application to their clients, many of the leading brokerages and money management firms did.

♦  His dream became a reality, and we were pretty happy to have been part of that.
The Results

How did we do

♦  The client stated that the results were what was needed and he was appreciative behind the effort that went into his custom “Smarter Microsoft Solution“.

♦  The work went pretty much as expected, the automation and integration were like a snap.  The file worked exactly like we wanted it to and we were pretty pleased with the end product.

 
Sample Solutions: Automated Day Trading Analysis in Microsoft Excel

Sample Solutions From Our Clients’ Perspectives: Fully Automated Day Trading Analysis in Microsoft Excel 2019

 

Over the past three decades our firm has built dozens of advanced customized Microsoft Excel, Access, SQL Server and Power BI solutions for a variety of clients. Our clients in this space range from day traders, options traders, future traders, bond traders, as well as many of the major financial institutions, such as Morgan Stanley, Wells Fargo, Union Bank, Merrill Lynch.

 

Here are a few of our better known financial institutional clients

 

The common component of each of these Microsoft solutions was that the client wanted to build their very own Microsoft solution, their way. Many were so unique, with more than an interesting twist or two. Each of these custom needs were turned into an amazingly powerful Microsoft Solution that they designed and we built.

 

A little background, I too used to be a day trader, trading options, stocks, the QQQ, etc. Over that time I had built my own systems in Excel and Access, fully integrated and automated. All of this know how puts us in a place to build a custom Microsoft solution from the inside out, for your business, government office, educational institution or non-profit.

 

If you would like to discuss our data scientists and visualization experts to build one for you, give us a call at 877-392-3539.

 

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