Excel formulas for IBKR workflows
Use the XN namespace to stream market, account, position, P&L, and cost-basis values directly into workbook cells.
IBKR Excel for Mac
IBKR data in Excel for Mac
XLNative connects Excel for Mac to your local Interactive Brokers (IBKR) TWS or IB Gateway session, streaming live quotes, options IV/Greeks, account values, positions, P&L, and cost basis.
=XN.MARKET("AAPL")=XN.MARKET("AAPL:call:105:20260815","delta")=XN.MARKET("AAPL:call:105:20260815","askiv")=XN.MARKET("BTC:crypto","last")=XN.ACCOUNTS()=XN.ACCOUNT("ALL","NetLiquidation")=XN.POSITION("U12345","AAPL")=XN.PNL("ALL","daily")=XN.PNL("U12345","daily","AAPL")Why the gap exists
IBKR's traditional Excel technologies are built around Windows
Interactive Brokers documents Excel integrations based on RTD, ActiveX, and DDE. Those technologies rely on Windows components such as DLLs, COM, .NET, or Windows inter-process communication. IBKR's current DDE documentation explicitly states that its Excel DDE offering cannot run on macOS.
XLNative takes a different approach: a native Mac application connects to the local TWS or IB Gateway socket and makes focused, read-only workbook functions available to Excel for Mac. You do not need a Windows virtual machine, DDE bridge, VBA project, or cloud relay.
Why XLNative
Built for the Mac gap
Windows users have long had more Interactive Brokers (IBKR)-to-Excel options. XLNative is built for Mac users who want live IBKR data in Excel.
Market data access
Use your existing IBKR market data
XLNative connects Excel to the live data already available through your local Interactive Brokers (IBKR) TWS or IB Gateway session. If you already subscribe to market data through Interactive Brokers, XLNative can stream that data into Excel without requiring a separate real-time market-data vendor subscription.
XLNative uses the IBKR data available to your TWS / IB Gateway session. No separate real-time data subscription from XLNative is required.
- Uses your local TWS / IB Gateway session
- Supports the market-data permissions already available to your IBKR account
- Works with the Excel for Mac desktop app, version 16.4 or later
- Current beta supports M-series Macs
- Public beta is free during beta and expires August 15, 2026
- No cloud relay required for IBKR data
Workbook guides
Build a focused IBKR workbook
Options IV and Greeks in Excel for Mac
Stream implied volatility, delta, gamma, theta, vega, model price, and underlying price into option workbook views.
Read the options guide →IBKR portfolio dashboard in Excel for Mac
Combine account values, positions, cost basis, and session P&L in a workbook you control.
Read the portfolio guide →Start with the beta
Install XLNative on an M-series Mac, connect to TWS or IB Gateway, and try =XN.MARKET("AAPL") in the Excel for Mac desktop app.