MarketXLS - Premier Excel-Based Investment Research & Portfolio Management Platform What is MarketXLS? MarketXLS is a comprehensive Excel-based investment research and portfolio management software that transforms Microsoft Excel into a powerful financial analysis platform with institutional-grade market data, real-time updates, and advanced trading tools directly within Excel's familiar interface. The platform provides real-time stock-related data and all vital data in Excel, with built-in functions that make it best for valuation, portfolio management, risk management, options analysis, and investment strategies. Product Overview & Value Proposition Revolutionary Excel Integration: MarketXLS uses Microsoft Excel's engine and platform to quickly extract and manipulate data for numerous analytical and algorithmic purposes, enabling data-driven decision-making processes for analytical minds that love probabilities and stats. The platform bridges the gap between sophisticated institutional investment tools and accessible Excel-based analysis, enabling users to perform professional-grade investment research without leaving their preferred spreadsheet environment. Institutional-Grade Data Access: Get detailed data on stocks, mutual funds, options, ETFs, and cryptocurrencies for US markets, using the same algorithms and data employed by industry professionals. The platform covers approximately 13,500 US & Canadian stocks, 3,119 ETFs, 35,000 US mutual funds, major and minor currency pairs, and more than 1,200 cryptocurrencies from 17 exchanges. Comprehensive Feature Set Real-Time Market Data & Analytics Live Stock Data Streaming: MarketXLS streams live stock data directly into Excel, enabling users to monitor real-time changes without switching between multiple platforms, supporting various real-time data functions such as QM_Stream_LastTradeTime, QM_Stream_PreMarketVolume, and QM_Stream_High. Options Trading Suite: Besides streaming live stock prices, MarketXLS also streams real-time options prices, including metrics like option delta, gamma, theta, vega, rho, and implied volatility, allowing comprehensive options analysis. Technical Analysis Tools: The software comes with a library of over 120 technical indicators from Overlap Studies like moving averages to MACD and Fibonacci tools, ranging from volatility, momentum, Chaikin volume and Hilbert cycle indicators. Portfolio Management: The software allows tracking and managing investment portfolios directly within Excel, offering tools to monitor performance, calculate investment ratios, and generate detailed reports on portfolio analytics. Advanced Custom Functions & Templates 1000+ Built-in Functions: Access an extensive array of custom functions across various categories, including Performance, Technical, Historical, Company Information, Quotes, Dividends, Financial Ratios, Valuation, Earnings Estimates, and Volatility. Pre-Built Templates: MarketXLS provides hundreds of ready-to-go Excel templates and pre-built, open, and customizable portfolio tracking, trade journaling, portfolio management, and optimization templates. Historical Data Access: Get the flexibility to pull any financial metric and fundamental historical data point on stocks to create your financial models and analysis. For example, =hf_revenue(symbol, 2019,2) will get you the revenue in 2019, quarter 2. AI-Powered Features XLSolve AI Assistant: Use MarketXLS XLSolve AI to save time and get instant answers to your MarketXLS and Excel questions. Trained on a vast customer experience database, it saves you time and effort! Intelligent Function Search: With more than one thousand MarketXLS functions, use AI-driven intelligent search to quickly find what function you are looking for with example implementations to directly copy and paste in your Excel sheets. Web-Based Spreadsheet Builder: Create starter spreadsheets with a web-based spreadsheet builder. Multi-Asset Coverage Equities: All US & Canadian stocks (including OTC stocks) are covered by default. Approximately 13,500 stocks. ETFs & Mutual Funds: All US & Canadian ETFs are covered by default (approximately 3,119 ETFs). All US Mutual funds (approximately 35,000). Options: All US stocks and Indices Stocks. Premium usable and tradeable data. The data includes all greeks. Cryptocurrencies: More than 1200 Cryptos. Almost all alt coins, 17 Exchanges including Binance, GDAX, Bitmex, almost 9600 symbol pairs, and advanced analysis on cryptos like returns, drawdowns, risk metrics etc. Economic Data: Hundreds of economic indicators like Treasury rates, Unemployment rates, Housing statistics etc. Target User Base & Use Cases Primary Users Individual Investors & Traders: Individual investors who seek to manage their portfolios and options trading effectively. Financial Professionals: Wealth managers, universities, and financial analysts who have taken control of their portfolios and options trading. Asset Managers & RIAs: The platform offers comprehensive Excel solutions for asset managers, individual investors, RIAs, and financial analysts. Educational Institutions: Universities use MarketXLS for educational purposes and investment research. Key Use Cases Investment Research & Analysis: The software showcases 52-week highs, lows, and returns for Top 100 NASDAQ stocks, ETFs, and Mutual Funds, with individual tracking templates allowing users to see Simple Moving Average, stock returns against market returns, volume, graphs, and more. Portfolio Optimization: MarketXLS has impressive portfolio tools that enable users to monitor everything from performance stats, taxes, allocations, returns, risk profiles and optimized portfolio allocations. Options Trading & Analysis: MarketXLS includes functions for filtering and scanning different options to spot trading opportunities. Risk Management: Get returns, drawdowns, the highest price in x number of days, x number of weeks, beta, volatility, the correlation between assets, and more. Technology & Integration Platform Compatibility Excel Integration: Extensive financial data in Windows Excel, Mac Excel, and Excel Online. Google Sheets Support: You can now take the power of MarketXLS to the cloud with the Google Sheets integration, with a plan available for $588/year. Cross-Platform Access: Works seamlessly across different operating systems and Excel versions. Data Sources & Reliability The platform uses a variety of data sources including the Toronto Stock Exchange, Nasdaq, iex cloud, FRED data, barchart, quotemedia, and more, ensuring members get the latest and most reliable data on their sheets. Financial Market Data is powered by Quotemedia.com with data delayed by 15 minutes unless indicated, with real-time data subscriptions available through data partners. Pricing & Plans Flexible Subscription Options MarketXLS provides a range of pricing plans tailored to various user needs. The Standard plan is priced at $56 monthly or $675 annually, offering end-of-day data and essential portfolio management tools. The Advanced plan, at $94 monthly or $1125 annually, includes real-time streaming data. For the most comprehensive support and features, the Premium plan costs $150 monthly or $1800 annually. Entry-Level Option MarketXLS Select 5 is an innovative Excel add-in designed for both individual investors and financial professionals seeking to access institutional-grade data and analytics for US stocks, mutual funds, ETFs, options, and cryptocurrencies with support for up to 5 symbols. Money-Back Guarantee MarketXLS has a 30-day money-back guarantee on annual subscription plans. If a customer is not satisfied, they can request a refund within this period, subject to pro-rated charges for each day of use in the first month plus a $50 setup fee. Customer Success & Satisfaction Strong User Ratings The company gets a 5/5 rating from 3 reviews on G2. What a perfect score! Rated 4.6 / 5 by 1780 users with customers saving an average of $59 with MarketXLS discount codes. Customer Testimonials "I've been using it for the last 6+ years. They have really improved the product every year now as they introduce AI capability. My favorite features of MarketXLS are the latest stock ratings on their sites and the options analysis features." Trusted by Organizations This platform is already trusted by many users from remarkable organizations including Paradigm Technology, Ameriprise Financial, Simply Investing, Global Asset Management, Harvard Universities, Mossadams, etc. Advanced Features & Capabilities Screening & Filtering Stock Screeners: The software license subscriptions include over 400 stock market functions, stock screeners, over 100 technical indicators, portfolio management, charts, candle pattern scanning, Excel compatibility, valuation templates. Options Scanning: Filter option contracts that meet your criteria. For example, find option contracts that expire between two specified dates, between specified strikes, only the PUTS. Scan thousands of options contracts between multiple underlying stocks or indices to find the contracts you like to trade quickly. Automation & Intelligence Smart Data Updates: Keep your data tables up to date with smart features that automatically fill in the missing historical data at click of a button. Pre-Compiled Lists: Pre-compiled stock lists like SP500, Stocks Below $5 and many more. Stay on top of the markets with daily updated stock lists with stocks and their performances. Team Workspaces: Share your watchlists and screens with your team/group using MarketXLS secured workspace especially configured for your team. Social Integration: Share your research (and success) with your followers on Twitter and StockTwits. Multi-Channel Support: Five-days/24-hour customer support, with support via phone support and online. Free Onboarding: For every customer, one hour of free onboarding calls is offered. Sign up on Book a Call for assistance with downloading MXLS and any other questions. Educational Resources: Provides a variety of educational material, allowing users to prepare themselves before using the tool and its features. Training Materials: MarketXLS provides training in the form of documentation, live online, and videos. Excel-Native Approach MarketXLS is a powerful enhancement for traders and investors who are hardcore spreadsheet fanatics with an affinity for robust data statistics, creating, back-testing and validating models, trading systems and methodology components. Comprehensive Data Coverage MarketXLS is a data junkie's dream. Having access to infinite data points stored within the confines of your spreadsheet with the flexibility to scientifically manipulate and mine for hidden treasures. Flexibility & Customization While MarketXLS offers a variety of built-in tools that require minimal setup, the main power comes from its flexibility and customization. You can create custom templates, calculations, and analyses that you wouldn't be able to create on other platforms. Professional Endorsements MarketXLS reviews are filled with many good reviews from users and expert reviewers including The Stock Dork, Microsoft AppSource, Slashdot, Modest Money, Mike Gingerich, and more. Microsoft Partnership Available through Microsoft AppSource as an official Excel add-in, ensuring compatibility and security standards. Investment & Growth MarketXLS has raised $473K with investors including Keiretsu Forum, Enterprise Ireland, and PorterShed, demonstrating market confidence in the platform. Easy Setup Process After setting up the program, the MarketXLS tab will show up on the interface. From here, you can easily navigate through the settings and make any alterations as per your preferences. There is no reason to have any difficulty navigating the menus as the interface closely resembles Microsoft Office. Demo Access: The platform has a demo to try its products for free! Template Library: Hundreds of ready-to-go Excel templates available for download. Function Documentation: For a complete list of functions and their documentation, visit: https://marketxls.com/functions Summary MarketXLS represents the gold standard for Excel-based investment research and portfolio management, combining institutional-grade data with the familiar Excel interface that millions of professionals trust. With features like stock screeners, technical analysis tools, fundamental analysis tools, and proprietary news channels, MarketXLS allows investors to easily access a wealth of information and analysis to help them make informed decisions about their investments. The platform's unique combination of real-time data, advanced analytics, AI-powered features, and seamless Excel integration makes it an indispensable tool for serious investors, analysts, and financial professionals who demand both power and flexibility in their investment research workflow. Start your journey with MarketXLS today and transform Excel into your ultimate investment command center.