The ProfessionalInvestment PlatformInside Excel
Live market data, stock screening, options analytics and portfolio management inside Excel, trusted for over ten years by analysts, advisors and asset managers.
Real-time
Live market data streams straight into your Excel models.
Enterprise-grade
Trusted by investment managers, RIAs, analysts and pro option traders.
Expert Help
Priority access to our expert team, 24/7 by phone or live chat.




Hundreds of Asset Managers Run Multi-Asset Portfolios in Excel. Here's How.
Enterprise-grade data and analytics in the tool your team already knows. No migration. No retraining.
Fanatical Personal Service & Community Support
12 hours
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Customer Spotlight

Manual data entry from websites. Tedious, time-consuming, outdated the moment it was finished.
Professional 3-monitor setup with real-time data, option grids, and automated cash flow calculations.
Our Clients
I invite you to book a demo with me or my team to save time, enhance your investment research, and streamline your workflows.
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.




