Investment research
Build company research templates with quotes, fundamentals, valuation ratios, and historical performance in one workbook.
MarketXLS for Excel
Stock Data Excel Add-in
Bring stock market data into Excel with MarketXLS: quotes, history, fundamentals, screeners, options data, and refreshable investment models.
- 1,000+ Excel functions across market data workflows
- Quotes, history, fundamentals, options, screeners, and templates
- Built for investors, traders, analysts, and small firms
The short version
Market data should move with your spreadsheet
MarketXLS is an Excel add-in for stock market data. It lets investors pull stock quotes, historical prices, fundamentals, options chains, Greeks, and screening results directly into Excel using formulas.
Use it when your spreadsheet needs to become a repeatable investment system instead of a collection of copied numbers from websites.
What you can build
Keep the data connected to the decision
MarketXLS is most useful when the market data is part of the workbook, not a separate export you have to clean up before every decision.
Screening and monitoring
Move from a list of tickers to a repeatable workflow that ranks, filters, and refreshes the data you care about.
Firm workflows
Give analysts and client-facing teams consistent spreadsheet tools without rebuilding imports for every model.
How it works
From blank sheet to live model
Start with your model
Open the spreadsheet you already use for research, screening, portfolio tracking, or client work.
Choose the data fields
Add quote, historical, fundamental, technical, options, or screener fields based on the decision the workbook supports.
Use worksheet formulas
Pull the data into cells with MarketXLS functions instead of exporting CSV files or maintaining a custom API script.
Refresh and reuse
Keep the workbook as a repeatable template so the same model works for new tickers, new watchlists, and future reviews.
Excel-native
Start with a formula, not another export
Put quotes, history, fundamentals, options, and screening fields directly where your model already lives.
=Last("AAPL")Pulls a latest stock price into a model or dashboard.
=GetHistory("MSFT", "2024-01-01", "2024-12-31", "daily")Retrieves historical price data for backtests, charts, and performance analysis.
=Revenue("MSFT")Adds company fundamentals to valuation and research workbooks.
=PERatio("AAPL")Pulls a valuation ratio directly into a comparison table.
=DividendYield("KO")Supports income screens, dividend dashboards, and portfolio review.
=QM_GetOptionChain("SPY")Extends the same Excel workflow into option chain analysis.
MarketXLS AdvancedChoose the plan by the data your workbook depends on
If Excel is where you already think, calculate, and present, choose the plan based on the data that changes your decisions.
- Choose MarketXLS Standard for quotes, fundamentals, and historical data in everyday models.
- Choose MarketXLS Advanced for real-time data, options workflows, and active trading analysis.
- Choose MarketXLS Business when the workbook supports a professional user, firm, client, or commercial workflow.
Before you choose
How MarketXLS compares to the usual workarounds
| Need | Free Excel data | Web terminals | MarketXLS |
|---|---|---|---|
| Quotes and prices | Good for basic ticker lookups. | Good viewing experience, but data lives outside your model. | Quote functions live directly in your Excel workbook. |
| Historical data | Limited depth and fields. | Useful exports, but often manual. | Pull history into worksheet models with repeatable formulas and templates. |
| Fundamentals | Limited company fields. | Often strong, but expensive or export-heavy. | Use financial statement and ratio functions inside Excel. |
| Advanced analysis | No real options workflow or built-in screener depth. | Often requires leaving Excel. | Options chains, Greeks, screeners, technical indicators, and portfolio tools in one add-in. |
Common objections
When the built-in tools stop being enough
What is a stock data Excel add-in?
A stock data Excel add-in connects market data to spreadsheet formulas so you can pull prices, fundamentals, history, options, and screening results into Excel without manual copy and paste.
What is the best Excel add-in for stock data?
MarketXLS is a strong choice when you want a broad Excel-native platform: quotes, historical prices, fundamentals, options chains, Greeks, screeners, portfolio tools, and templates in the same add-in.
How do I get market data in Excel without coding?
Install MarketXLS and use worksheet formulas. You do not need to build an API integration or maintain a custom script to pull common market data into Excel.
Explore more
Related Excel market data pages
Useful guides
Go deeper on the workflow
Frequently asked questions
What is a stock data Excel add-in?
A stock data Excel add-in connects market data to spreadsheet formulas so you can pull prices, fundamentals, history, options, and screening results into Excel without manual copy and paste.
What is the best Excel add-in for stock data?
MarketXLS is a strong choice when you want a broad Excel-native platform: quotes, historical prices, fundamentals, options chains, Greeks, screeners, portfolio tools, and templates in the same add-in.
How do I get market data in Excel without coding?
Install MarketXLS and use worksheet formulas. You do not need to build an API integration or maintain a custom script to pull common market data into Excel.
How do I pull historical stock data into Excel?
Use MarketXLS historical data functions to request a ticker, date range, and frequency, then use the returned data in charts, models, and backtests.
Can I get fundamentals and financial statements in Excel?
Yes. MarketXLS includes fundamentals and financial statement functions so analysts can build valuation, quality, and comparison models directly in Excel.
Is MarketXLS better than Excel built-in stock data?
For basic fields, Excel built-in stock data may be enough. MarketXLS is better when you need deeper formula coverage, more repeatable workflows, options data, screening, and real-time quote workflows.
Which MarketXLS plan is best for investors and analysts?
Most investors start with MarketXLS Standard. Traders who need real-time data or options should choose MarketXLS Advanced. Professional and commercial users should choose MarketXLS Business.
Can MarketXLS replace a market data API for Excel users?
For many Excel workflows, yes. MarketXLS gives users formula-based access to market data without building and maintaining a custom API integration.
Does MarketXLS work for stock screening in Excel?
Yes. MarketXLS includes screening workflows and metrics that can be used alongside quote, historical, fundamental, and technical data in Excel.
Can analysts reuse the same MarketXLS workbook for different tickers?
Yes. Because the data is formula-driven, analysts can change ticker symbols and reuse the same research, valuation, or monitoring template.