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)
- Excel Web (office 365 subscription).
- Excel Desktop - Windows
- Google Sheets
- Excel Desktop - Mac
Excel Web
- Go to the settings page in the app and pick the Excel plugin tab.
- Download the file Menifest.zip. Unzip it and keep the XML file.
- Log in to Excel web on the office.com website.
- Go to File > Get Add-ins > Manage My Add-in
- Click on the blue 'Manage My Add-ins' and choose upload my Add-in.
- Pick the XML file you've downloaded and click upload.
- After a few seconds, you should see the Option Samurai message and icon appear on the Home tab.
- Please refresh the browser before using the plugin.
- 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.
- Click the Windows icon and search for 'run.'
- Write cmd and enter.
- Copy-paste the following command: net use \\share.optionsamurai.com\excel /user:guest guest You can close the terminal.
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Google Sheets
The Google Sheet installation is easy and done VIA the Google Workspace Marketplace.
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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 manifest.zip file from your Option Samurai account, follow these steps:
- Go to the "Settings" tab.
- Click on "Microsoft Office Excel".
- Next, navigate to the "Excel on the web" tab.
- You will find the link to download the file there.
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/Users/<username>/Library/Containers/com.microsoft.Excel/Data/Documents/wef.
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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.
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To get your personal access token:
- Go to the "Settings" tab on your Option Samurai account.
- Scroll down to the bottom of the screen, in the Excel Tab, and you will find your token.
- Copy it and click on the "Sign in" link in the warning message mentioned earlier.
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Read more:
- Excel & Google Sheets Integration knowledge base article.
- Check our Excel / Google Sheets troubleshooting article.
- A blog post about Excel Integration.
- Go to the Settings tab and get the API key (App).