You will get a spreadsheet that connects to your stock brokerage
Top Rated
Project details
This is a spreadsheet-based template for executing orders in a brokerage of your choice.
I support both Microsoft Excel and Google Sheets. The Excel template uses a combination of VBA and Python. The Sheets template uses Google Apps Script.
I offer support for 8 different brokerages: Alpaca, Charles Schwab, Etrade, Lime, TastyTrade, TradeStation, Tradier, and Tradovate.
Different brokers have different tabs, but you can expect to have some combination of these: (1) Config: For linking the spreadsheet to your account, (2) Trade: For submitting orders one at a time. Also has a section for displaying balances data and quick quotes. (3) BulkTrade: For submitting orders many at a time, (4) Positions: For viewing current holdings, (5) Orders: For viewing orders history, (6) Watchlist: For viewing price data on a selected group of tickers, (7) Data: For viewing historical price for a given ticker on a given timeframe. (8) Chain: For viewing options chain data on a selected ticker
Note that this template does not come with any sort of pre-made strategy. It is semi-automated, driven by button clicks, not fully automated. Also be aware that it is not designed for low latency trading.
I support both Microsoft Excel and Google Sheets. The Excel template uses a combination of VBA and Python. The Sheets template uses Google Apps Script.
I offer support for 8 different brokerages: Alpaca, Charles Schwab, Etrade, Lime, TastyTrade, TradeStation, Tradier, and Tradovate.
Different brokers have different tabs, but you can expect to have some combination of these: (1) Config: For linking the spreadsheet to your account, (2) Trade: For submitting orders one at a time. Also has a section for displaying balances data and quick quotes. (3) BulkTrade: For submitting orders many at a time, (4) Positions: For viewing current holdings, (5) Orders: For viewing orders history, (6) Watchlist: For viewing price data on a selected group of tickers, (7) Data: For viewing historical price for a given ticker on a given timeframe. (8) Chain: For viewing options chain data on a selected ticker
Note that this template does not come with any sort of pre-made strategy. It is semi-automated, driven by button clicks, not fully automated. Also be aware that it is not designed for low latency trading.
Programming Languages
PythonWhat's included
| Service Tiers |
Starter
$500
|
Standard
$600
|
Advanced
$700
|
|---|---|---|---|
| Delivery Time | 3 days | 4 days | 5 days |
Number of Revisions | 1 | 1 | 1 |
Number of Pages | 7 | 8 | 7 |
Design Customization | - | - | - |
Content Upload | - | - | - |
Responsive Design | - | - | - |
Source Code |
Optional add-ons
You can add these on the next page.
Additional broker
(+ 2 Days)
+$200
Options support (1 broker)
(+ 1 Day)
+$100
Advanced order types (1 broker)
(+ 1 Day)
+$100
85 reviews
(79)
(2)
(2)
(2)
(0)
TM
Thomas M.
Jun 22, 2024
Timely, accurate, and a pleasure to work with.
IZ
Ivan Z.
Feb 28, 2024
Very knowledgeable and very professional.
SR
Satish R.
Jun 23, 2026
TradeStation Options Bot, Backtest & Dashboard
Good communication, professionalism and detail oriented.
DF
Dennis F.
Jan 29, 2026
30 minute consultation
GC
Greg C.
Dec 17, 2025
30 minute consultation
JA
Jobi A.
Nov 16, 2025
30 minute consultation
IS
Ian S.
Nov 3, 2025
30 minute consultation
Tyler is very professional and knowledgeable
About Tyler
Trading Bot Automation | Stock Brokerage APIs | Financial Programming
100%
Job Success
Plano, United States - 4:10 am local time
✅ Founder, co-owner, and portfolio manager of a 6-figure private investment fund LLC
✅ Air Force veteran ✈️
✅ I specialize in programming trading bots 🤖 (equities, options, futures, crypto), hooking them up to brokerage accounts, creating webpage dashboards for them, integrating them with databases, deploying them into the cloud, and related financial automation jobs to include copy-trading, back-testing, email/text alerts, TradingView / TrendSpider webhooks, order forms, order routing scripts, sentiment analysis (like on r/WallStreetBets), scanners/screeners, as well as web scrapers
✅ 100% independent, no agencies, no bureaucracy
✅ A truly full-stack, end-to-end solution for all things algorithmic trading / quant development
✅ Better value than what you might find on TradersPost.io, OptionAlpha.com, Composer.trade, Surmount.ai, SignalStack.com, WhisperTrades.com, TradeSteward.com, Capitalise.ai, MachineTrader.io, etc. Most of my clients pay under $20 in ongoing monthly fees to maintain their systems, with no limits on amount of capital invested or number of asset classes
✅ Joined Upwork in Nov 2021; obtained TOP RATED badge in Sep 2022; surpassed $100k earnings in Dec 2024; obtained TOP RATED PLUS badge in Jul 2025
Relevant education background:
📜 Dual M.S. Finance and M.S. Business Analytics, University of Dallas, 2023
📜 Certificate in Data Science, Southern Methodist University, 2024
Stock brokerage APIs:
🏛️ Alpaca 🦙
🏛️ Charles Schwab 🏊♂️
🏛️ Etrade *️⃣
🏛️ Lime Financial 🍋🟩
🏛️ Public.com 🗽
🏛️ SnapTrade 🫰
🏛️ TastyTrade 🍒
🏛️ TradeStation 🚉
🏛️ Tradier ↗️
🏛️ Tradovate 🗠
Crypto APIs:
🪙 Coinbase 💠
🪙 Crypto.com 🦁
🪙 Gemini ♊
🪙 Jupiter 🪐
🪙 Kraken 🦑
🪙 OKX ⬛
🪙 Robinhood 🪶
Programming languages:
💻 Python
💻 HTML
💻 CSS
💻 Javascript
💻 Google Apps Script (Google Sheets)
💻 VBA (Microsoft Excel)
💻 SAS
Trading languages (read-only proficiency):
📈 EasyLanguage
📈 Pinescript
📈 Thinkscript
3rd party market data services:
📊 DataBento
📊 Financial Modeling Prep
📊 Massive (formerly Polygon)
📊 TwelveData
Web development frameworks:
🌐 Flask
🌐 Plotly Dash
🌐 Streamlit
Databases:
💾 Firebase
💾 MongoDB
💾 SQLite
Cloud platforms:
☁️ Fly.io
☁️ GCP (Google Cloud Platform)
☁️ Heroku (Salesforce)
☁️ Linode
☁️ Python Anywhere
☁️ Railway
☁️ Render
Email/texting notification services:
🛎️ ClickSend / Sinch
🛎️ Discord
🛎️ Slack
🛎️ Telegram
🛎️ WhatsApp
🛎️ Twilio / SendGrid
🛎️ Twitter / X
🛎️ Vonage / Nexmo
Software:
⭐ Power BI
⭐ Tableau
Recent real-world jobs done for Upwork clients:
👏 Created a webpage which enables multiple users to ability to make their own bots with no code, includes parameters such as entry time, exit time, position sizing, number of legs, etc.
👏 Executed an iron condor strategy with multiple stop losses, profit takes, and futures hedging
👏 Taught a client with almost no prior Python knowledge how to program his own multileg options bot and implement it on a brokerage with error handling features in under 50 hours
👏 See the portfolio section on my profile for more
Other relevant experience:
💯 I programmed my own algorithmic trading bot that I run daily using my own real money. I do not sell my own bot, but I will make yours
FAQ:
❔Do you sell pre-made bots?
↪️ While I do sell pre-made templates, I don't sell pre-made strategies. If you want pre-made strategies, then head on over to collective2.com
❔How much money will my bot make?
↪️ Whether or not your bot makes money will depend largely on the requirements I am provided. I don't make any guarantees
❔Do you have experience with X?
↪️ While I am constantly adding to my skillset, here's a list of things that at this time I have no experience with: AFL/Amibroker, AWS, Azure, blockchain, Bloomberg, cTrader, DAS Trader, DeFi/DeX, Django, eSignal, FastAPI, FIX, FTMO, Interactive Brokers TWS, Keras (or any deep learning), MT4/MetaTrader 4, neural networks, NinjaTrader, NodeJS, Postgres, prop accounts (APEX, TopStep, etc.), React, TypeScript, Zapier
❔How much will this cost?
↪️ My project minimum is 5 hours / $500. My largest job has been for $40,000. My average job is $3000. All my earnings data is displayed publicly on my profile because I have nothing to hide. I've never had any feedback removed like other freelancers often do
❔How long will it take?
↪️ My average project takes 3-4 weeks. My smallest projects take 1 week. My largest projects take 2+ months
❔Can you build on my existing codebase?
↪️ I generally prefer to start from scratch, but this may be possible
❔When are you available to speak with me?
↪️ Please book a consultation if you wish to speak synchronously (phone/video calls). My typical hours are 10am-10pm CST, 7 days a week. I don't offer free synchronous time due to high invite volume. I will answer text messages usually within 24 hours
Steps for completing your project
After purchasing the project, send requirements so Tyler can start the project.
Delivery time starts when Tyler receives requirements from you.
Tyler works on your project following the steps below.
Revisions may occur after the delivery date.
Adjustments
I do what is needed to make the spreadsheet work for you