Portfolio Page

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By MarketXLS
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Updated
Portfolio Page - portfolio optimization and risk metrics in Excel with MarketXLS

What MarketXLS does in Excel

MarketXLS is an add-in that adds financial-data functions to Excel (a Windows desktop add-in, plus a Microsoft 365 add-in for Excel on Mac and Excel for the web) and a Google Sheets add-on. You type formulas such as =Last("MSFT") for a quote, =QM_GetHistory("MSFT") for price history, or =PERatio("MSFT") for a fundamental, and the data fills the cell. The formula library has 1000+ functions covering quotes, history, fundamentals, options, technical indicators, and portfolio analysis. Stock quotes are 15-minute delayed on the Standard plan and real-time streaming on the Advanced and Business plans; see pricing.

Stream Live Stock Data or Refresh on Demand

Get quotes, historical prices, and fundamentals as Excel formulas

Explore live stock quotes and Excel formulas.

Historical Data

Get Professional-grade Historical Stock data in Excel. Use easy formulas like GetHistory(“MSFT”) or use a menu

Explore historical stock data in Excel.

Manage and Optimize your stock portfolios with ease

Explore the portfolio manager.

Screen Stocks

Screen by returns, dividends, fundamentals, valuations,  and many more

Technical Analysis

Use built-in indicator functions such as =RSI, =SimpleMovingAverage, and =MACD, or build your own from price history.

Explore technical indicators.

Ever growing list of Utilities, templates and models

Pre-made stock lists, symbol lookup, industry and sector classifications, valuation models, and templates

Explore utilities and apps.

Global coverage with addons 

Buy data bundles as you need them as all versions allow integration of addons with other data partners like Quotemedia & Barchart. 

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Amazing Charts

Beautiful looking charts in your Excel that integrate with your Excel data sets

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Fanatical Personal Service & Community support

Support by email at support@marketxls.com and by phone at 1-877-778-8358 (US toll-free), plus online documentation.

Get started

Compare plans on the pricing page or book a demo.

Important Disclaimer

The information provided in this article is for educational and informational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any securities. MarketXLS is a financial data platform and is not a registered investment advisor, broker-dealer, or financial planner. Always conduct your own research and consult with a qualified financial professional before making any investment decisions. Past performance is not indicative of future results. Trading and investing involve substantial risk of loss.

Interested in building, analyzing and managing Portfolios in Excel?
Download our Free Portfolio Template
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Call: 1-877-778-8358
Ankur Mohan MarketXLS
Welcome! I'm Ankur, the founder and CEO of MarketXLS. With more than ten years of experience, I have assisted over 2,500 customers in developing personalized investment research strategies and monitoring systems using Excel.

I invite you to book a demo with me or my team to save time, enhance your investment research, and streamline your workflows.
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.

Patrick Cusatis, Ph.D., CFA

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Associate Professor of Finance, Penn State University

I have used lots of stock and option information services. This is the only one which gives me what I need inside Excel.

Lloyd L.

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Professional Trader

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.

Samir Khan

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InvestExcel.net

I have been using MarketXLS for the last 6+ years and they really enhanced the product every year.

Kirubakaran K.

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Investment Professional

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.

Don Zelezny

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Entrepreneur & Options Trader

Meet The Ultimate Excel Solution for Investors

Live Streaming Prices in your Excel
All historical (intraday) data in your Excel
Real time option greeks and analytics in your Excel
Leading data service for Investment Managers, RIAs, Asset Managers
Easy to use with formulas and pre-made sheets