Fund overlap is reported as a single percentage, but that number is calculated three different ways and hides which of the two funds is the subset. Here is how to read it properly.
MarketXLS Blog
Expert insights on stock market analysis, investment strategies, and Excel techniques for smarter investing.
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- Stock data in Excel · 6 articlesExcel Stock Plugin: Compare Stock Data Add-ins for Excel
- Dividends and income · 11 articlesDividend Tracker Spreadsheet: Google Sheets and Excel
- Options in Excel · 12 articlesOption Greeks in Excel: Delta, Gamma, Theta and Vega
- ETFs and funds · 6 articlesCompare ETFs: Costs, Holdings and Live ETF Data in Excel
- Portfolio analytics in Excel · 12 articlesPortfolio Optimization Excel: Efficient Frontier and Solver
- Valuation and screening in Excel · 7 articlesDCF Model Excel: Discounted Cash Flow and Terminal Value
- Google Sheets · 12 articlesGoogle Sheets Stock Price: Stocks, Funds and Options
- AI assistants · 9 articlesStock Data in Claude: Live Prices Through the MarketXLS MCP
- Market dashboards in Excel · 10 articlesEarnings Data in Excel: EPS, Estimates and Season Trackers
- Investing guides · 5 articlesTrading Conferences and Resources for Options Traders
- India · 8 articlesIndian Stock Prices in Excel: Live NSE and BSE Data
- Product updates · 12 articlesMarketXLS Release Notes: Versions 9.1 to 9.4
Show all 94 series
- Stock data in Excel · 4 articlesYahoo Finance API Alternative: Licensed Data for Excel
- Options in Excel · 8 articlesOptions Profit Calculator Excel: P&L, Breakeven and Payoff
- Options in Excel · 7 articlesOptions Trading Spreadsheet: Templates, Logs and Journals
- Options in Excel · 6 articlesSPXW Options: Weekly SPX Options and SPX vs SPY
- Options in Excel · 5 articles0DTE Options: Zero-Day SPY and SPX Options with Live Data
- Options in Excel · 4 articlesOption Expiration Calendar: Monthly and Weekly Expirations
- ETFs and funds · 9 articlesMutual Fund Comparison: Compare and Track Funds in Excel
- Stock data in Excel · 5 articlesThinkorswim RTD Excel: Broker Data Feeds and Integrations
- Stock data in Excel · 4 articlesFutures Prices in Excel: Futures, Commodities and Crypto
- AI assistants · 10 articlesChatGPT Stock Analysis: AI Equity Research with Live Data
- Options in Excel · 7 articlesOption Pricing Explained: Premium, Intrinsic and Time Value
- Options in Excel · 7 articlesCall Option Calculator: Long Calls and LEAPS in Excel
- Options in Excel · 10 articlesSelling Options for Income: Puts, Calls and Excel Trackers
- Options in Excel · 6 articlesWheel Strategy Spreadsheet: Puts to Covered Calls in Excel
- Options in Excel · 6 articlesVertical Spread Options: Debit Spreads in Excel
- Options in Excel · 8 articlesCredit Spread Calculator Excel: Bull Put and Bear Call
- Options in Excel · 6 articlesCalendar Spread Calculator Excel: Calendars and Diagonals
- Options in Excel · 11 articlesStrangle Option Strategy: Straddles and Guts in Excel
- Options in Excel · 5 articlesIron Condor Strategy: Condors and Butterflies in Excel
- Options in Excel · 9 articlesCollar Option Strategy: Protective Puts and Collars in Excel
- Options in Excel · 8 articlesVolume vs Open Interest: Options Volume and Unusual Activity
- Dividends and income · 11 articlesDividend Stock Screener Excel: Yield, Payout and Safety
- ETFs and funds · 9 articlesETF Portfolio Analysis: Build and Hedge in Excel
- Portfolio analytics in Excel · 5 articlesSharpe Ratio of a Portfolio: Sortino and Drawdown in Excel
- Portfolio analytics in Excel · 4 articlesPortfolio Beta Calculator: Stock Beta and Hedging in Excel
- Portfolio analytics in Excel · 5 articlesCorrelation Matrix in Excel: Correlation and Pairs Trading
- Valuation and screening in Excel · 9 articlesFundamental Analysis of Stocks in Excel: Ratios and Research
- Valuation and screening in Excel · 5 articlesPiotroski F-Score Excel: Plus Altman Z and Beneish M Scores
- Valuation and screening in Excel · 7 articlesMagic Formula Investing in Excel and Classic Value Screens
- Valuation and screening in Excel · 6 articlesWarren Buffett Portfolio: Berkshire and 13F Trackers
- Valuation and screening in Excel · 12 articlesTrading Indicators: RSI, MACD, Bollinger, VWAP in Excel
- AI assistants · 7 articlesOptions Data in ChatGPT and Claude: Live Option Chains
- Options in Excel · 6 articlesRatio Spread Options: Ratio Spreads and Backspreads in Excel
- Options in Excel · 4 articlesConversion Arbitrage: Put-Call Parity Trades in Excel
- Stock data in Excel · 7 articlesExcel Stock Price: Live Quotes and Prices on Any Date
- Stock data in Excel · 5 articlesExcel STOCKHISTORY: Its Limits and Years of Daily Prices
- Stock data in Excel · 8 articlesYCharts Alternatives: Bloomberg, FactSet, Koyfin Compared
- Stock data in Excel · 5 articlesStock Portfolio Tracker Excel: Build a Live Tracker
- Google Sheets · 5 articlesGoogle Finance Alternative: Live Market Data in Sheets
- AI assistants · 9 articlesBest MCP Servers for Financial Data: Compare and Connect
- Options in Excel · 10 articlesOption Data in Excel: Live Chains, Prices and History
- Options in Excel · 11 articlesOption Pricing in Excel: Black-Scholes and Binomial Models
- Options in Excel · 8 articlesCovered Call Spreadsheet: Track, Screen and Roll in Excel
- Options in Excel · 11 articlesOptions Trading for Beginners: Terms, Symbols and Moneyness
- ETFs and funds · 4 articlesBest Performing ETFs: Top Funds, Value, Gold and Bitcoin
- AI assistants · 8 articlesOptions Data MCP Server: Live Chains and Greeks for AI
- Options in Excel · 12 articlesOptions Trading Strategies in Excel: Pick a Strategy
- Options in Excel · 9 articlesImplied Volatility in Excel: IV Rank, Surfaces and VIX
- Options in Excel · 6 articlesOptions Trading Brokers: Compare Platforms, Trade from Excel
- Dividends and income · 5 articlesBlue Chip Dividend Stocks: Aristocrats and Kings in Excel
- ETFs and funds · 6 articlesETF Screener Excel: Filter ETFs and Pull Live ETF Data
- Portfolio analytics in Excel · 8 articlesPortfolio Risk Management in Excel: VaR and Monte Carlo
- Portfolio analytics in Excel · 5 articlesPortfolio Rebalancing in Excel: Allocation Targets and Drift
- Portfolio analytics in Excel · 4 articlesPortfolio Wealth Management: Retirement Planning in Excel
- Portfolio analytics in Excel · 6 articlesFactor Investing in Excel: Carhart and Multi-Factor Screens
- Portfolio analytics in Excel · 6 articlesFinancial Calculators in Excel: CAGR, TVM and Stock Splits
- Valuation and screening in Excel · 8 articlesStock Valuation Calculator Excel: Multiples and Comps
- Market dashboards in Excel · 6 articlesStock Market Valuation in Excel: CAPE and Buffett Indicator
- Valuation and screening in Excel · 5 articlesROIC Screener Excel: Quality Compounders and Rule of 40
- Valuation and screening in Excel · 5 articlesOperating Margin Screener Excel: Margins and Pricing Power
- Valuation and screening in Excel · 9 articlesFree Cash Flow Yield Screener Excel: FCF and Buyback Yield
- Valuation and screening in Excel · 6 articlesBalance Sheet Screener Excel: Net Debt and Interest Coverage
- Valuation and screening in Excel · 6 articlesCustom Stock Screener in Excel: Build Screens with Live Data
- Valuation and screening in Excel · 4 articlesSmall Cap Stocks in Excel: Value, Mid-Cap, Russell Screens
- Valuation and screening in Excel · 9 articlesTechnical Indicators in Excel: Live Indicators and Screens
- Valuation and screening in Excel · 10 articlesPenny Stock Screener in Excel: Volume, Volatility, Sectors
- Market dashboards in Excel · 9 articlesBank Earnings Tracker in Excel: Banks, NIM and Lenders
- Market dashboards in Excel · 9 articlesTech Earnings Tracker in Excel: Mag 7, Chips and Software
- Market dashboards in Excel · 7 articlesAI Infrastructure Stocks in Excel: Capex, Chips and Power
- Market dashboards in Excel · 7 articlesConsumer Earnings Tracker in Excel: Retail, Staples, Travel
- Market dashboards in Excel · 5 articlesHealthcare and Insurance Stocks: Earnings and Hurricane Risk
- Market dashboards in Excel · 6 articlesIndustrials Earnings Tracker in Excel: Transports to REITs
- Market dashboards in Excel · 10 articlesEnergy Stocks in Excel: Oil Sensitivity, ETFs and Earnings
- Market dashboards in Excel · 7 articlesInflation Hedge Portfolio in Excel: Gold and Safe Havens
- Market dashboards in Excel · 7 articlesCPI Inflation Tracker in Excel: Inflation and Fed Dashboards
- Market dashboards in Excel · 4 articlesYield Curve in Excel: Treasury Spreads and T-Bill Ladders
- Market dashboards in Excel · 8 articlesSector Rotation Model Excel: Relative Strength and Breadth
- Investing guides · 7 articlesSector Analysis in Excel: One Primer per Sector
- Investing guides · 7 articlesThematic Stock Screeners in Excel: Defense, GLP-1 and ESG
- Investing guides · 7 articlesHow to Buy Stocks Online: Shares, SPACs and Foreign Stocks
- India · 5 articlesZerodha Excel Integration: Kite, Angel One and Dashboards
- India · 6 articlesNSE Option Chain Excel: Nifty Options, Greeks and PCR
Mutual fund comparison usually starts with a return column, and that column answers two different questions at once. Here is how to separate the cost of a share class from the behavior of a portfolio, with figures computed on August 18, 2026.
Put spread calculator output looks like settled arithmetic, and the arithmetic is fine. What is missing is that the same payoff can be built from puts or from calls at identical strikes, that the two legs never share one volatility, and that only the put version can be assigned early. This build measures all three on a live chain.
Call spread calculator output hides one trap: the attractive payoff multiple and the low win probability are the same fact stated twice. This guide builds both directions of the spread in Excel from live option data, and separates the three probabilities that most calculators collapse into one number.
Cash secured put calculator outputs look like income until you check the denominator. This guide builds the calculator in Excel from live option data, then adds the one column almost every free tool leaves out: the premium yield measured against what the same collateral earns in Treasury bills.
Bull call spread calculator results are trivial arithmetic once you have picked the strikes. Picking the strikes is the whole job. This build ranks nine spreads on one chain, reprices them at the fill you would actually get, and finds two that cannot make money at any price.
Calendar spread calculator work has one hard part: on the day the short leg expires, the long leg does not settle, it gets repriced. This guide builds that reprice in Excel from live option data, then shows the volatility risk a standard payoff diagram leaves out.
The best options profit calculator depends on fit: web tools for quick payoffs, broker tools for execution, Excel models for live quotes, Greeks, scenarios and sizing. Scored on nine criteria.
Covered call calculator outputs are easy to misread, and the annualized if-called return is the number that fools people most often. This guide builds the calculator in Excel from live option data, then shows why two honest annualized returns can rank the same ten strikes in exactly opposite order.
Option trading calculator results are easy to find and hard to use. This build turns the calculation into a trade plan: breakeven against the expected move, a volatility scenario grid, structure comparison and a position size the account can survive.
How to structure a DCF workbook in Excel: sheet layout, FCFF projections, WACC, terminal value, sensitivity tables, and error checks, with MarketXLS data.
option greeks calculator workflows let traders measure delta, gamma, theta, vega, and rho in real time—discover how MarketXLS powers this analysis in Excel, Sheets, and AI assistants.
stock options calculator workflows help traders price contracts, measure Greeks, and model scenarios—this guide shows how MarketXLS and its AI connector streamline every step.
Build a Monte Carlo simulation in Excel with NORM.INV(RAND()), a Data Table, and historical prices from MarketXLS, then read percentiles, probability of loss, and CVaR.
How a call option calculator prices a call with Black-Scholes, which inputs it needs, what the Greeks mean, and how to run it in Excel or an AI assistant with MarketXLS.
black scholes calculator workflows in MarketXLS let traders price calls and puts, extract Greeks, and pipe live data into AI assistants or spreadsheets in seconds.
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