In this article, we will walk through step by step how to use the Technical Analysis Pro Excel Template. 

Step 1: Enter time zone offset

The template shows the last traded date-time for any stock symbol. By default the date-time is in UTC. In order for this time to match time zone of your location, we need to provide a conversion (or offset) from UTC to your time zone. 

If you know your time zone offset enter in the placeholder as shown below. You can verify by checking the current time displayed in the template.  


If you don't know the offset, please follow the instructions below. 

For example, I am in Pacific Time Zone,  

I visit and enter my location as Seattle, USA. It will provide the time difference. 

For me, UTC is 7 hours ahead of my time zone. If UTC is ahead of our time zone, then we should enter negative value.  Hence I would enter the offset as -7.


In your case, if UTC is behind your time zone, then you would enter a positive value. 

Step 2: Review and Enter Parameters for Indicators

The template provides 25 technical indicators and they come with default values for the parameters. You can modify the parameters of those indicators according to your preference. 

We have also provided links to support articles on for each of the indicators, which will provide more technical explanation.  If you have any questions, please reach out to us at

Step 3: Entering Stock Symbol and Date settings

Entering Stock Symbol is very straight forward. Enter exchange, followed by : followed by ticker symbol.

For example, to enter Microsoft, I will type in XNAS:MSFT

Another example: XNYS: GME

For more on how to enter stock symbol, please see Stock Lookup

Reporting Date

The template allows control to the user to choose 'Latest' or 'Custom' as Reporting date.

If you choose Latest, the template will automatically display data until the latest available stock market data from Microsoft (which is usually the last traded data as Microsoft provides live market data within a few minutes).

 If you want to analyze specific date in the past, you can choose 'Custom' and then type in a date below. 

For example, in the above screenshot, I have entered both Start (3rd Jan 2022) and End (31st Jan 2022) dates.

History Duration

To control how much stock history is needed to be displayed in charts, you can choose from the slicer buttons  (5 days, Month to Date, 1 Month, 3 Months, 6 Months, Year to date, 1 year, and 2 Years. 


If you enter 'Custom' reporting date and enter a start date then that start date will act as the oldest stock history date.
If you enter 'Custom' reporting date and do not enter any start date then the history duration selection will be used to calculate the oldest stock history date.


You can control what each bar/point on the charts represent. It can be daily, weekly or monthly. Choose timeframe.

When you change the timeframe from Daily/Weekly/Monthly, the template will reconnect to the Microsoft service to pull the market data. It will take 1 or two seconds usually. 

The dates you have selected based on above settings can be verified with the date message above the candlestick chart.

Step 4: Viewing technical indicator values for the chosen date

The template will display all the 25 technical indicators' values for the chosen date and the period before.

For example, if we are viewing in daily timeframe, it will be the last reported date and the prior date.

In this screenshot taken on 25th March 2022, it displays the values for 24th March and 25th March. The Signal shown (Neutral/Buy/Sell) is for 25th March. 

Please note that the Signal is not available for ATR and OBV technical indicators.

Step 5: Technical Analysis using charts

There are 5 charts available in the template. Let us look at them one by one.

Candlestick Chart

As the name indicates, it displays the candles for the selected period for the chosen ticker symbol.

There is no information related to any technical indicators in this chart. 


Signal Chart

This chart shows the trading signals on the closing price line. 

You will choose any indicator from the 25 indicators in the drop down on the top right above the chart.

In this screenshot, we are looking at EMA indicator and we can see the Sell signals as red circles and Buy signals as green circles.

Multiple Indicators Chart

The next chart allows plotting indicators which can be plotted on the same axis as the closing price.

The specialty of this chart is that you can choose two indicators at the same time. 

 In the screenshot above, we have chosen Bollinger Bands as well as EMA Crossover indicators. 

In addition, the black line shows the closing price and this line can be hidden if needed using the choice in the top middle above the chart. Show Close or Hide Close. 

More charts (Chart #4 and Chart #5)

We also have provided 2 more charts one above the other. You can plot any of the 25 indicators in each of these charts. 


In the above screenshot, I have chosen RSI in the top chart and MACD in the bottom chart.


To analyze a different stock, you can just type in a different ticker symbol on the top left of the sheet as explained in step 3.