> For the complete documentation index, see [llms.txt](https://docs.architect.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.architect.co/user-guide/microsoft-excel-add-in.md).

# Microsoft Excel Add-In

For users of the Architect trading platform who want access to trading functionality via Excel, we provide an Excel Add-In. This add-in also allows Architect users to connect and see prices, positions, balances, and PnL.

Users should already have an account with Architect, along with an API key and secret.

{% stepper %}
{% step %}

### Create an Architect account if you don't already have one

<https://app.architect.co/login>
{% endstep %}

{% step %}

### Create an API key and secret

<https://app.architect.co/api-keys>
{% endstep %}

{% step %}

### Install the Excel Add-In

{% embed url="<https://excel.architect.co/>" %}
{% endstep %}
{% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.architect.co/user-guide/microsoft-excel-add-in.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.