Simple Data Integration

Overview

A financial analytics client needed real-time market and options data inside Excel — without exposing API keys or relying on manual data exports. Their analysts used spreadsheets for modeling but lacked a secure, automated way to connect to live data feeds.

Our Solution

Analytic Strategies built a custom Excel add-in powered by a secure Cloudflare proxy API, delivering live financial data directly into Excel with one click.

The add-in used simple formulas like:

 =ADDIN.Daily.PrevClose("AAPL241025P00230000")

to pull and refresh data automatically, while the proxy layer handled authentication, caching, and rate-limit control.

All API keys were protected at the edge, ensuring data integrity and enterprise-grade security.

Impact

The new add-in transformed Excel from a static workbook into a live analytics environment, empowering analysts to explore options data securely, efficiently, and with zero manual steps.

  • Real-time market & options data directly in Excel

  • 100% API key protection via proxy authentication

  • Faster analysis with auto-refresh and dynamic tables

  • Reusable, scalable architecture for future data sources

“Analytic Strategies combined speed, security, and usability, transforming Excel from a static modeling tool into a live data analytics environment.

We now have developer control and end-user simplicity, both critical to our continued growth.”

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Subscription and Entitlements