Meet the all-in-one investment research platform team

Our Company

MarketXLS is an investment research platform that provides access to real-time stocks-related data and all fundamentals in Excel with built-in functions for valuation, risk management, and investment strategies. MarketXLS offers users a consolidated view of their investment data in one place. Investors use spreadsheets for analysis all day, MarketXLS brings an integrated trading and investing experience to the investor’s spreadsheets. MarketXLS is headquartered in Galway, Ireland with employees and customers all over the globe.

Our Mission is to democratize the investment research market by providing family offices and individual investors with the same tools as used by institutional traders and hedge fund managers for portfolio management, options analysis, and risk management at an affordable cost.

Who we are

We believe that investment research should not be a complex process and take hundreds of hours to collect financial information in one place. Therefore, the need to get consistent and usable information in Spreadsheets for personal investment and tracking purposes led to the creation of MarketXLS. See how we have grown since 2016 and our plans for the future.

Founded MarketXLS

December 2016

New ETFs data and functions added + Optimized Real-Time Streaming functions

June 2020

Partnership with Barchart

May 2016

Stock news added + Portfolio Analytics functions added

September 2020

Historical Fundamental functions and Historical Data added

September 2016

Guru Screen functions added + New, optimized Options Scanner

June 2021

New Lookup functionality added

January 2017

ThinkorSwim + Interactive Brokers Integrations

September 2021

Options Symbols added + Started MarketXLS YouTube Channel

January 2019

Upcoming

New company’s integration

June 2022

Our Team

Ankur Mohan

Founder & CEO

Brian Conway

Co-founder

Robin Bisarya

Co-founder

Timothy Major

CFO

Vineet Sehgal

Business Strategy

Nikita Dugar

Product Manager

Shakti Jaiswal

Technical Leader - Backend

Jaswant Saini

Technical Leader - Excel

Katharine Hall

Advisory Board & Ideas

Lloyd Leanse

Advisory Board & Partnerships

Kirubakaran Karunagaran

Advisory Board & Technology

Kristin Speer

Advisory Board & People

Param Shah

Junior Product Manager and Customer Success

Shubham Shah

Customer success

Partners & Investors

Some of our users are a part of these organizations

Call: 1-877-778-8358

I am so happy you are here. My name is Ankur and I am the founder/CEO of MarketXLS. Over the past four years, I have helped more than 2500 customers to implement their own investment research strategies and monitoring systems in Excel.

Implement “your own” investment strategies in Excel with thousands of MarketXLS functions and starter sheets.
Get started today