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  1. #1
    mikem is offline Novice
    Windows 10 Office 365
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    Using Excel RTD to import data into Access

    I have an Excel spreadsheet that I use to track stock trades and am able to use the Excel RTD function to get live prices from my ThinkOrSwim platform
    I need to switch to Access to better manage the data in my trades.
    Any ideas how I can use the Excel functionality to update the fields in my Access database?
    In a perfect world, I would have a CurrentPrice field that auto updated using RTD. Then when I enter a date in to a CloseDate filed (after I close the trade) it would stop updating.
    Any help is appreciated
    thanks
    mike

  2. #2
    alansidman's Avatar
    alansidman is offline Indifferent
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    Have you considered building your table in Excel and linking that table to Access. Each time your Excel table is updated, it will automatically update to Access.

    https://www.youtube.com/watch?v=oiLMfKyavEU

  3. #3
    mikem is offline Novice
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    thanks. that worked.
    but i had to create a 2 way link.
    first i add a new stock to Access
    then the spreadsheet updates with the new stock
    then the database updates with the price feed.

    they made it so easy in excel, i was hoping for something similar in access

  4. #4
    somemale is offline Novice
    Windows 10 Access 2010 32bit
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    Hey Mike. I was wondering if you made any progress in your attempts to query RTD TOS data without the 2-way link with Excel.
    TIA.

  5. #5
    jestinesari is offline Novice
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    You can link your Excel sheet (with live stock prices from RTD) to Access and automatically update the CurrentPrice field for open trades (where CloseDate is blank). Here’s how:

    1. Link Excel to Access: Use Access’s "External Data" feature to link your Excel sheet containing live prices.
    2. Update Prices in Access: Create an Access query that updates CurrentPrice for open trades (CloseDate IS NULL).
      • Example: UPDATE Trades SET Trades.CurrentPrice = [ExcelLinkedTable].[CurrentPrice] WHERE Trades.CloseDate IS NULL;

    3. Stop Updating When Closed: Once you enter a CloseDate, the query will stop updating that trade’s price.

    You can also use VBA for more control, but the query method is simpler. Let me know if you need more help!

  6. #6
    CJ_London is offline VIP
    Windows 10 Access 2010 32bit
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    that looks so much like an AI response

  7. #7
    somemale is offline Novice
    Windows 10 Access 2010 32bit
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    Nov 2024
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    Precisely. You know what I was asking. I find the 2-way handshake to be flaky at times and prefer to work entirely in Access to preserve history.

Please reply to this thread with any new information or opinions.

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