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Data Server Connection Requirements

License Requirements

To connect to a data service provider, you must have a valid license for the required client software on your machine. For details, contact your data service sales representative or go to the provider website. For the list of websites, see Communicating with Data Service Providers. The following data service providers require you to install proprietary software on your computer or require you to obtain credentials.

  • Bloomberg®

    • Requires Bloomberg Desktop, Server, or B-PIPE® software license.

    • To install Bloomberg EMSX from Bloomberg L.P., find the latest installation files at https://www.bloomberg.com. You need a Bloomberg license to install and run Bloomberg EMSX.

  • CQG®

    • To install CQG, find the latest installation files at https://www.cqg.com. You need a CQG license to install and run CQG.

    • The Datafeed Toolbox™ no longer supports connection using a 32-bit version of MATLAB®. To configure CQG to work with a 64-bit version of MATLAB, see the instructions in MATLAB Answers.

  • FactSet®

    • Requires a license to use FactSet Workstation.

  • Haver Analytics®

    • Install the Haver Analytics software.

  • Refinitiv™ data servers

    • To connect from the Internet to the Datastream™ Web Services from Refinitiv API, request a user name, password, and URL from Refinitiv.

  • Trading Technologies®

    • To install Trading Technologies, find the latest installation files at https://www.tradingtechnologies.com. You need a Trading Technologies license to install and run Trading Technologies.

  • Twitter®

    • To establish a Twitter connection, you must obtain these required credentials from Twitter:

      • Consumer key

      • Consumer secret

      • Access token

      • Access token secret

      To obtain these credentials, you must first log in to your Twitter account. Then, complete the form in Create an application.

  • Wind Data Feed Services (WDS)

See the MathWorks® website for the system requirements for connecting to these providers.

Proxy Information Requirements

If your network requires proxy authentication, these data service providers can require specification of a proxy host, proxy port, user name, and password:

  • Datastream Web Services from Refinitiv

  • FactSet

  • FRED®

  • IHS Markit®

  • Quandl®

  • Tick History from Refinitiv

For details, see Specify Proxy Server Settings for Connecting to the Internet.

Platform Requirements

These data service providers work only with the Windows® platform:

  • Bloomberg

  • CQG

  • Haver Analytics

  • Trading Technologies X_TRADER®

  • WDS

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