Excel

OpenAlgo Excel Documentation

Introduction

OpenAlgo provides seamless integration with Excel for executing trading strategies, fetching market data, and managing orders. This documentation covers the available Excel functions, their usage, and examples.

Install the OpenAlgo - Excel Addins

Before installing OpenAlgo Excel Add-In, ensure you are selecting the correct version based on your Excel installation.

📌 Steps to Check Your Excel Version

1. Open Microsoft Excel

2. Click File → Account

3. Click About Excel

4. Look for "32-bit" or "64-bit" in the version details.

🔹 Which Version Should You Install?

• If your Excel version is 64-bit → Install the 64-bit add-in ✅ (Recommended)

• If your Excel version is 32-bit → Install the 32-bit add-in ✅

Download the OpenAlgo Excel Addin

Releases · marketcalls/OpenAlgo-ExcelGitHub

⚠ .NET 6 Desktop Runtime is Required

OpenAlgo Excel Add-In is built using Excel-DNA, which requires the .NET 6 Desktop Runtime to run add-ins.

🔹 If the add-in is not working or Excel does not recognize it, install the .NET 6 Desktop Runtime from the link below:

➡ Download .NET 6 Desktop Runtime

✅ After installing the runtime, restart your system and try loading the add-in again.

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Configuration

Setting API Key, Version, and Host URL

Function: oa_api(api_key, [version], [host_url])

Example Usage:

=oa_api("your_api_key")
=oa_api("your_api_key", "v1", "http://127.0.0.1:5000")

Parameters:

• api_key (Mandatory): API Key for authentication

• version (Optional, default: "v1"): API version

• host_url (Optional, default: "http://127.0.0.1:5000"): API host URL

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Account Functions

Retrieve Funds

Function: oa_funds()

Example Usage:

=oa_funds()

Returns: A table with available funds and collateral details.

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Retrieve Order Book

Function: oa_orderbook()

Example Usage:

=oa_orderbook()

Returns: A table with all open orders.

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Retrieve Trade Book

Function: oa_tradebook()

Example Usage:

=oa_tradebook()

Returns: A table with executed trades.

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Market Data Functions

Get Market Quotes

Function: oa_quotes(symbol, exchange)

Example Usage:

=oa_quotes("RELIANCE", "NSE")

Returns: Market price details for the given symbol.

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Get Market Depth

Function: oa_depth(symbol, exchange)

Example Usage:

=oa_depth("RELIANCE", "NSE")

Returns: Order book depth for buy/sell levels.

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Fetch Historical Data

Function: oa_history(symbol, exchange, interval, start_date, end_date)

Example Usage:

=oa_history("RELIANCE", "NSE", "1m", "2024-12-01", "2024-12-31")

Returns: Historical market data in a table format.

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Order Functions

Place an Order

Function: oa_placeorder(strategy, symbol, action, exchange, pricetype, product, [quantity], [price], [trigger_price], [disclosed_quantity])

Example Usage:

=oa_placeorder("MyStrategy", "INFY", "BUY", "NSE", "LIMIT", "MIS", 10, 1500, 0, 0)

Parameters:

• Mandatory: strategy, symbol, action, exchange, pricetype, product

• Optional: quantity, price, trigger_price, disclosed_quantity

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Place a Smart Order

Function: oa_placesmartorder(strategy, symbol, action, exchange, pricetype, product, [quantity], [position_size], [price], [trigger_price], [disclosed_quantity])

Example Usage:

=oa_placesmartorder("SmartStrat", "INFY", "BUY", "NSE", "MARKET", "MIS", 10, "", 0, 0, 0)

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Modify an Order

Function: oa_modifyorder(orderid, strategy, symbol, action, exchange, [quantity], [pricetype], [product], [price], [trigger_price], [disclosed_quantity])

Example Usage:

=oa_modifyorder("Strategy", "241700000023457", "RELIANCE", "BUY", "NSE", 1, "LIMIT", "MIS", 2500, 0, 0)

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Cancel an Order

Function: oa_cancelorder(orderid, strategy)

Example Usage:

=oa_cancelorder("Strategy", "241700000023457")

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Close All Open Positions

Function: oa_closeposition(strategy)

Example Usage:

=oa_closeposition("MyStrategy")

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Get Order Status

Function: oa_orderstatus(orderid, strategy)

Example Usage:

=oa_orderstatus("MyStrategy", "241700000023457")

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Open a Position

Function: oa_openposition(strategy, symbol, exchange, product)

Example Usage:

=oa_openposition("MyStrategy", "INFY", "NSE", "MIS")

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Notes

• Test in OpenAlgo Analyzer Mode before using in live markets.

Support

For more details, visit OpenAlgo Docs.