Version History
Recent MarketXLS releases and milestones, from our founding in 2016 to the latest Excel add-in updates.
v9.6.6October 13, 2026
Workbook Snapshots, Option Symbols & Indicator Fixes
- Create a dated snapshot of your workbook with formulas frozen to values, ready to review or share.
- More reliable option-symbol conversion between supported broker formats.
- Corrected historical session VWAP calculations and lookback handling for VWAP, OBV, and Accumulation/Distribution indicators.
- Real-time indicators use a five-minute interval when no interval is specified, with clearer handling of invalid or unavailable times.
- StrikeNext uses the latest price to find strikes, and annualized stock-return calculations are more reliable.
v9.6.3October 1, 2026
Smoother QuoteMedia Account Setup
- Professional QuoteMedia accounts activate when settings are saved, without requiring a second attempt.
v9.6.2September 25, 2026
More Reliable Real-Time Indicator History
- Real-time indicators reconcile fixed-time windows with settled historical bars for more consistent results.
- Improved handling of symbols without volume data.
v9.6September 17, 2026
More Responsive Excel & Improved Streaming Indicators
- Background data fetching helps keep Excel responsive while formulas retrieve data.
- Rebuilt real-time indicators share historical and live price bars for more consistent calculations.
- Improved recovery from damaged local settings and more reliable license activation after upgrades.
- The AI ribbon button links to MarketXLS connection instructions for AI assistants.
v9.5March 20, 2026
Fund Analysis, Market Calendars & Streaming Indicators
- Corrected fractional-share volume in streaming data.
- Added fund-analysis functions for fund families, assets, expense ratios, inception dates, and reporting periods.
- Added trading-calendar functions and month-end, quarter-end, and year-end price and volume functions.
- Added 11 real-time technical indicators, including MACD, Bollinger Bands, VWAP, OBV, and Money Flow Index.
- Improved tabular results and reduced unnecessary recalculations during streaming updates.
MCP IntegrationFebruary 2026
AI-Powered Excel Workbooks
- Model Context Protocol (MCP) integration connecting MarketXLS financial data to AI assistants including Claude, ChatGPT, Cursor, and Windsurf
- Generate investment-ready Excel workbooks from plain English descriptions
- AI-assisted function discovery and guidance across the full function library
- Multi-platform support fitting into existing professional workflows
v9.4.0August 12, 2025
Symbol Compatibility & Performance Enhancements
- Enhanced symbol compatibility with Charles Schwab, Interactive Brokers, Fidelity, and Tastyworks/Tastytrade formats
- New =OptionSymbolConvert function for converting between broker symbol formats
- Complete overhaul of analyst and earnings data functions with improved accuracy
- Enhanced =earnings_date and =earnings_time with optional index parameter for historical/future earnings
- GetOptionChain performance fix — returns only active options, significantly faster
- New =ETFHoldings function returning latest SEC holdings data
- Improved Greeks calculation accuracy for Delta, Gamma, Theta, Vega, and Rho
- Website dashboard compatibility — watch lists sync between web and Excel
- Major connection management optimization for improved speed and stability
- Launched FundXLS platform for fund and ETF analysis
v9.3.7June 25, 2024
Up to 10x Faster Refreshes & AI Integration
- Up to 10x faster refreshes with local-level caching optimization
- XLSolve AI — instant answers to MarketXLS and Excel questions, trained on 5 years of customer queries
- RTI (Real-time Intelligence) functions — streaming RSI, SMA and other time-based indicators with 1m, 5m, 15m, 1h intervals
- ChatGPT integration — ask questions about your spreadsheets using your own OpenAI API key
- Fixed issue where Excel could not insert columns/rows when streaming is on
- Plugin no longer gets disabled due to exceptions
- Resolved Excel waiting for OLE action to complete
v9.3.6May 10, 2024
Real-time Option Greeks Functions
- Custom real-time Greeks functions: =opt_Delta, =opt_Gamma, =opt_Theta, =opt_Vega, =opt_Rho, =opt_ImpliedVolatility
- Calculate Greeks based on your own inputs for what-if scenario analysis
- New =previousEarningsReportDate and =previousEarningsReportTime functions
- Enhanced =StrikeNext function — returns nearest strike price to a specified value for precise option strategy planning
v9.3.5November 2023
Options Flow Summary
- Advanced Options Flow Summary functions for enhanced options data analysis
- New opt functions series for option traders
v9.3.4.9June 22, 2023
EOD Data for Major US Indices
- Added EOD data for major US indices: ^VIX, ^SPX, ^IXIC, ^DJI, ^NDX with 5 years of historical data
- New =ExpirationNext function — get next expiration date for an underlying symbol
- New =StrikeNext function — get next strike price above or below money
- Performance enhancement optimizations addressing speed and OLE-based errors
v9.3.4.8February 28, 2023
ThinkorSwim Multileg & Dividend Functions
- Configure single and multileg option strategies for ThinkorSwim directly from MarketXLS
- New dividend payout functions: =ConsecutivePeriodOfIncreasingDividendPayout and =ConsecutivePeriodOfUninterruptedDividendPayout
- StockReturn functions updated to include price and total returns
- New Split History menu button to download stock split data
- ITM, OTM, and ATM arguments added to Expiration & Strike functions
- =Close_Historical now returns Friday closing prices for weekends
- AI-powered Portfolio Efficient Frontier Chart function
- New Options Profit Calculator tool in screener for real-time users
v9.3.4.7October 17, 2022
Implied Volatility & Spreadsheet Builder
- 18 new Implied Volatility functions including IV Rank and IV Percentile (1m and 1y)
- Ex-Earnings Implied Volatility functions (10d, 20d, 30d, 60d, 90d, 6m, 1y)
- New Spreadsheet Builder — select stocks and metrics, click a button to auto-generate a starter sheet
- New =Strikes and =Expirations functions to get all strikes and expiration dates for a symbol
- New =TopOptionsByVolume and =TopOptionsByOpenInterest functions
- GetOptionChain optimization with blank row end marker
- Streaming Off button optimization — completely disconnects streaming service
- Historical options data now returns last working day values on weekends
- New Reverse Iron Condor template
- 100+ pre-built screeners added to the website, accessible from Excel
v9.3.4.6May 6, 2022
Brand New Menu & Stock Rank Functions
- Completely redesigned MarketXLS menu interface
- New Stock Rank functions added
- MarketXLS Screener launch — stock screening beyond Excel
v9.3.4.5January 12, 2022
Crypto Data & Trading Integration
- Cryptocurrency data functions added
- Buy stocks straight from Excel functionality
- Enhanced real-time streaming
v9.3.22021
Mutual Fund Data & Broker Integrations
- New mutual fund data source with improved historical pricing and calculations
- ThinkorSwim + Interactive Brokers integrations
- Enhanced close historical functions
v9.32021
Guru Screens & Options Scanner
- New Guru Screen functions for advanced stock analysis
- New optimized Options Scanner
- Advanced screening capabilities
v9.22020
Portfolio Analytics Functions
- Advanced portfolio analytics functions added
- Stock news integration
- New ETF data and functions
- Optimized real-time streaming functions
v9.12019
Function Search & Options Symbols
- New function search utility for easier discovery
- Options symbols support added
- Started MarketXLS YouTube Channel
v1.0December 2016
MarketXLS Founded
- Initial launch of MarketXLS Excel add-in
- Historical fundamental functions and data
- Partnership with Barchart for market data
- Lookup functionality added
Call: 1-877-778-8358 
I'm Ankur, the founder and CEO of MarketXLS. Our team can demonstrate how MarketXLS brings market data and research tools into Excel.
Book a demo with our team to explore the features and workflows relevant to your research.
Book a demo with our team to explore the features and workflows relevant to your research.
Implement "your own" investment strategies in Excel with thousands of MarketXLS functions and templates.
I use MarketXLS to manage my personal portfolio. I can easily pull in stock quotes, betas, and dividends. I also like to access historical closing prices on a particular date. That makes tracking performance easy.
I have used lots of stock and option information services. This is the only one which gives me what I need inside Excel.
I can now concentrate on manipulating financial data, valuing stocks and making investment decisions, rather than hacking around with VBA or copying and pasting data from websites.
I have been using MarketXLS for the last 6+ years and they really enhanced the product every year.
I Love My MarketXLS. The market speaks to you when you know how to listen. With MarketXLS, the market truly does speak. Patterns emerge. Pricing behavior becomes clearer.