| Feature | MarketXLS | ThinkOrSwim |
|---|---|---|
| Independence from Trading Platforms | Operates independently of trading platforms. | Requires the platform to be open. |
| Advanced Trading Functions | Generate trade tickets for complex strategies to submit to ThinkOrSwim | Limited to real-time data streaming. |
| Real-Time Intelligence | Real-time RSI, SMA, and technical indicators. | No technical indicators within Excel. |
| Historical Data and Option Chains (Tabular data) | MarketXLS returns tabular data of various needs. Historical, Option Chain, Option Filtering and many more | Historical data available within the platform, but limited Excel export options. |
| Customizable Real-Time Greeks | User-defined real-time Greeks. | Provides calculated Greeks within the platform interface. |
| Advanced Key Ratios | Access advanced key ratios and metrics. | Basic fundamental data available in the platform. |
| Advanced Option Trading Functions | Functions for current at-the-money strikes and expirations. | Comprehensive options trading and analysis within the platform. |
| Comprehensive Research | Extensive research and analysis tools. Stock return function, Volatility function, Portfolio Analytics functions | Extensive research tools within the platform interface. |
| Financial Functions | Hundreds of financial functions. Data comes from MorningStar | Basic financial data; not formula-based in Excel. |
| Support | MarketXLS provides personalized support, hand holding, spreadsheet guidance | Community forums and standard broker support. |
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.
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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.
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.
I have used lots of stock and option information services. This is the only one which gives me what I need inside Excel.
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.
I have been using MarketXLS for the last 6+ years and they really enhanced the product every year.
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.
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