MarketXLS version 9.3, released in June 2021, added Guru Screen functions (for example =gs_Lynch_Screen() and =gs_Graham_Defensive_Investor_Non_Utility_Screen()) that test stocks against published investor strategies, a set of new option-strategy and valuation templates, faster refresh-on-demand functions, drop-down filters in the Options Scanner, sort order for historical functions, and an updated stock screener. This post is a historical release note; current features and function names are listed in the formula library.
Key Updates in this Release
1. New Guru Screens Functions
In this release, we have added many advanced Guru Screen functions. Guru Screens are used to filter out stocks based on the winning investment strategies of stock market legends such as Warren Buffet, Benjamin Graham, etc.
Here is a list of Guru Screen functions MarketXLS is offering in this
=gs_Buffettology_EPS_Growth()
=gs_Foolish_Small_Cap_8_Screen()
=gs_Graham_Defensive_Investor_Non_Utility_Screen()
=gs_Graham_Defensive_Investor_Utility_Screen()
=gs_Graham_Enterprising_Investor_Revised()
=gs_Kirkpatrick_Value_Screen()
=gs_Lynch_Screen()
=gs_Murphy_Technology_Screen()
=gs_O_Shaughnessy_Small_Cap_Growth_And_Value_Screen()
=gs_O_Shaughnessy_Tiny_Titans_Screen()
=gs_Oberweis_Octagon_Screen()
=gs_Walter_Schloss_New_Lows_Screen()
=gs_Wanger_Revised_Screen()
=gs_Weiss_Blue_Chip_Div_Yield_Screen()
=gs_Templeton_Screen()
=gs_T_Rowe_Price_Screen()
=gs_Zweig_Screen()
In the upcoming releases, we will be adding more Guru Screen functions.
2. New Premium Templates
We have released about 100 new premium MarketXLS templates on various option strategies and stock valuation techniques. Browse current templates in the MarketXLS template library.
3. Speed Optimization in Refresh-on-Demand Functions
We have made speed improvements for the Refresh-On-Demand function. Refresh on-demand functions call the real-time stock prices in your Excel and require a click on the refresh button on the MarketXLS menu. This speed improvement will pull real-time data five times faster than before when you click on the Refresh button.
4. Options Scanner
We have made improvements in the options scanner and added drop-down menus that allow the user to filter options accordingly. The option scanner lets you choose a group of stocks in excel cells, get all the option contacts for those stocks and lets you filter the best options for you.
5. Ascending + Descending order in Historical Functions
With this new version, you will be able to sort your data in ascending and descending order. Sorting data will make it easier for users to analyze their stocks.
7. New Stock Screener
We have added an updated stock screener that will allow you to filter your stocks according to different parameters of your choice. We are continuously adding more columns/parameters that you can use to screen your stocks.
8. New Blogs
We continue to publish many informative articles on MarketXLS website. We are sure you will find them useful, please review the MarketXLS blog and let us know if you would like us to cover any specific topics.
What are we working on for the next release?
We are working on the following items for the new upcoming release:
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More stock screening functions
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New stock screener
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Machine Learning module for pattern recognition and finding market opportunities
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New version for Excel Online
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Broker integrations with Think Or Swim, Interactive Brokers, etc.
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New cryptocurrency data and analytics
