Release Date: August 12th, 2025We are excited to announce the release of MarketXLS version 9.4.0. This update brings significant improvements to symbol compatibility, performance enhancements, and...
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MarketXLS Blog
Expert insights on stock market analysis, investment strategies, and Excel techniques for smarter investing.
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For long-term investors, the past decade has been a masterclass in the power of innovation, growth, and sticking to a strategy.
ETF Analysis
MarketXLS has added a new set of functions for analyst and earnings data. This guide provides an overview of each function and its usage. Analyst Coverage Functions These functions provide data on the number of analysts covering a stock. Example: =AnalystConsensus(AAPL) returns the number of analysts whose estimates are included in the consensus figures for */ -->
Stock Analysis
--- Introduction For traders and analysts who rely on up-to-the-second information, accessinglive futures prices in Excelis a critical component of a robust market analysis toolkit.
Futures & Commodities
Master advanced portfolio optimization techniques including the Black-Litterman model, AI-driven portfolio construction, and institutional-grade optimization methods for complex portfolios.
Portfolio Management
Learn how to implement sophisticated portfolio optimization in Excel using MarketXLS functions. Build efficient frontiers, calculate risk metrics, and create professional portfolio analytics dashboards.
Portfolio Management
Master the fundamentals of portfolio optimization and Modern Portfolio Theory. Learn how to build portfolios that maximize returns while minimizing risk using quantitative methods and Excel implementation.
Portfolio Management
Top 10 reasons for you to pick MarketXLS over Refinitiv Eikons EXCEL add-in
Platform Integrations
Introduction A trading journal is essential for both beginners wanting to understand market dynamics and seasoned traders looking to refine strategies.
Trading Tools & Journals
*/}(https://marketxls.com/blog/wp-content/uploads/2024/10/image-4.png) Introduction Looking to boost your investment income? Understanding dividend yield is key.
Dividend Investing
 Introduction How to trade 0DTE SPY options? Discover the fast-paced world of zero days to expiration options with our guide.
Options Trading
Master covered call position management with our comprehensive Excel tracking system. Learn when to roll, close early, and optimize your covered call portfolio using MarketXLS.
Options Trading
Learn how to build a powerful covered call screener in Excel using MarketXLS. Find the best opportunities with our step-by-step scanner setup and screening criteria checklist.
Options Trading
Learn the covered call strategy from the ground up. Understand how to generate income from stocks you own with this beginner-friendly guide using MarketXLS Excel tools.
Options Trading
Introduction When it comes to understanding a company’s true financial health, EBITDA is a key metric that many investors and analysts rely on. But what exactly is EBITDA, and why is it so important?
Excel Tools
Introduction Are you a value investor looking for tools to assess a company’s financial health? If so, you might be wondering: what is the Piotroski Score?
Investment Strategies
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