Installing Excel/Google Sheet Plugin

Our data - Your workflow.

The Option Samurai Plugin allows you to import stocks and OPTIONS data quickly and easily into Excel/Google Sheets. This gives you endless possibilities in building custom workflows, saving time, and gaining a sharper edge.

This article describes the installation instructions. If you need an overview - please check this article.

If you are having difficulties installing the plugin. Check our Troubleshooting article.

The versions covered in this article: (Jump to the relevant version)

  1. Excel Web (office 365 subscription).
  2. Excel Desktop - Windows
  3. Google Sheets
  4. Excel Desktop - Mac

Excel Web

  1. Go to the settings page in the app and pick the Excel plugin tab.

  2. Download the file Unzip it and keep the XML file.
  3. Log in to Excel web on the website.
  4. Go to File > Get Add-ins > Manage My Add-in

  5. Click on the blue 'Manage My Add-ins' and choose upload my Add-in.
  6. Pick the XML file you've downloaded and click upload.
  7. After a few seconds, you should see the Option Samurai message and icon appear on the Home tab.
  8. Please refresh the browser before using the plugin.
  9. After installation, you can use our formulas by typing them directly or using the provided widget in a guided manner. You can register using the API key in the Settings tab. Please refer to the documentation for more details.

Excel Desktop - Windows

Excel desktop supported versions.

For Excel Desktop, we will create a shared folder and import the most updated version. Then install on Excel.

  1. Click the Windows icon and search for 'run.'
  2. Write cmd and enter.
  3. Copy-paste the following command: net use \\\excel /user:guest guest   You can close the terminal.

4. Open Excel. Go to Options.
5. Add Excel Add-in catalog as shown in the pictures below:

6. To activate the plugin - open a workbook.
7. Go to 'insert' press 'My Add-ins.' Switch to "Shared Folders." You will see the Samurai icon there. If not, press the "refresh button." Select the Option Samurai add-in and press the "Add" button.

8. The plugin will be added to the home ribbon. Click on the formula builder to start.

9. Copy the API key from the settings page in Option Samurai. Read more here.

Google Sheets

The Google Sheet installation is easy and done VIA the Google Workspace Marketplace.

1. Go to the Option Samurai Plugin page on Google Workspace Marketplace: Link

2. Click the install button.

3. Approve the permissions (will allow importing web data to your sheets).

4. Open Google Sheets

5. In the Extension menu on top, you will see the Option Samurai and the Formula builder.

6. Open it, and copy the API key to it (The Key is in the Settings tab in the Option Samurai app).

7. Done. Read more in our documentation: here.

Excel Desktop on Mac

First, you will need to have a few prerequisites before starting. Make sure you have Excel version 15.19 (160206) or above installed on your Mac. You will also require the manifest .xml file for the add-in you wish to test. 

To download the file from your Option Samurai account, follow these steps:

  1. Go to the "Settings" tab.
  2. Click on "Microsoft Office Excel".
  3. Next, navigate to the "Excel on the web" tab.
  4. You will find the link to download the file there.

Now, let's get into sideloading our add-in (here is the official guide on how to do it - or keep reading). The first step is to open Finder on your Mac device. Then, enter Command+Shift+G to open the "Go to folder" dialog. Here, you will need to enter the following filepath:


Please take note that in the event the "wef" folder is not present on your computer system, it will be necessary for you to create the folder. Once the folder has been created, copy and paste your add-in's manifest file into this newly established folder.

Once this is done, open Excel or restart it if it was already open. Go to the "Insert" tab and click on the little arrow next to the "My Add-Ins" button. You should now see the Option Samurai icon in the list.

Click on our add-in's icon and you will be welcomed with a message from Option Samurai on the right-hand side of the screen. At the bottom right, you will also see a message stating, "Functionality is limited. Please sign in to unlock." Don't worry; this means you need to provide Excel with your personal access token.

To get your personal access token:

  1. Go to the "Settings" tab on your Option Samurai account.
  2. Scroll down to the bottom of the screen, in the Excel Tab, and you will find your token.
  3. Copy it and click on the "Sign in" link in the warning message mentioned earlier.

Paste your token into the Excel input field and click "Submit." And that's it; you're all set to use our add-in on Excel Desktop for Mac!

One thing to note is that if you experience any issues with Functionality, make sure to check that you have provided the correct access token. If the issue persists, please contact our support team for further assistance.

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