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THE COMPLETE EXCEL SOLUTION FOR INVESTMENT PROFESSIONALS
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Live market updates stream directly to your Excel models, providing real-time insights and enhancing portfolio performance.
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Hundreds of Asset Managers Run Multi-Asset Portfolios in Excel. Here's How.
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See what else MarketXLS has to offer
Filter out stocks that meet your criteria
Scan the option chain and track the payoff for the selected option
Get access to all information on a stock at one place
Select the metrics and get a ready to use spreadsheet
Stop Guessing. Start Knowing.
The web platform for ETF & Mutual Fund research. See exactly what you own, where you're overlapping, and which funds actually deserve your money.
Where to start inside MarketXLS
MarketXLS adds over a thousand live market functions to Excel, and every one of them is documented with syntax and worked examples in the Excel formula reference. Most people start with a quote function such as LastPrice for streaming prices, then move on to something like OptionChain, which pulls an entire option chain into a worksheet in one formula.
If you would rather begin from a finished workbook than from a blank sheet, the library of stock analysis templates for Excel has more than 160 ready-made models you can open and point at your own symbols. Common starting points are the portfolio tracker spreadsheet, the portfolio analytics workbook, and the SPY option chain sheet.
Researching a specific holding first? Look it up in stock research and scores or the ETF research hub, then pull the same numbers into your own spreadsheet with the functions above.