MarketXLS New Release Version 9.3.2

M
MarketXLS Team
Published
Updated
New Version

**1. New Mutual Fund Data **We have acquired new mutual fund data which means that all functions that rely on historical pricing and calculations like close historicals, “x_day high”, stock return, YTD return, moving averages, etc. will immediately start working for mutual funds.

The portfolio analytics and management module have immediately started supporting mutual funds in your portfolio.

Mutual Fund Data will be updated every morning at 1 am EST.

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##**2) Updates to the Credentials Saving Mechanism **We have made some updates to the MarketXLS credentials settings. Our engineers have worked on it so it saves your credentials and you won’t have to input them repeatedly. If you had any problem with losing the settings form, they should all be fixed. Thank you for your continuous support and patience.

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##3) Cash Component in Portfolio Analysis Module

We have updated our portfolio analysis module so that cash can be one of the components of your portfolio. All analytics around the portfolio management module can now accommodate any liquid cash component.

Please use the keyword “LiquidCash” as one of the components while creating the portfolio. Refer to the image below.

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Interested in building, analyzing and managing Portfolios in Excel?
Download our Free Portfolio Template
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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.
MarketXLS provides all the tools I need for in-depth stock analysis. It's user-friendly and constantly improving. A must-have for serious investors.

John D.

Financial Analyst

I have been using MarketXLS for the last 6+ years and they really enhanced the product every year and now in the journey of bringing in AI...

Kirubakaran K.

Investment Professional

MarketXLS is a powerful tool for financial modeling. It integrates seamlessly with Excel and provides real-time data.

David L.

Financial Analyst

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.

Professional Trader

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