Excel stock tracker template that pulls live price, P/E, dividend yield, cost basis, gain/loss, sector allocation, and benchmark performance into one workbook with MarketXLS formulas.
MarketXLS Blog
Expert insights on stock market analysis, investment strategies, and Excel techniques for smarter investing.
Featured Series
Mutual fund Google Sheets workflows are popular for a reason, but they hit hard ceilings around NAV coverage, yield, risk metrics, and history. This guide shows what Google Sheets does well for mutual fund tracking, where it falls short, and what MarketXLS adds.
Dividend data in Excel, pulled live with MarketXLS formulas for yield, dividend per share, payout ratio, EPS, cash flow coverage, and dividend history across 25 payers.
ETF data in Excel, pulled live with MarketXLS formulas for price, AUM, expense ratio, yield, YTD return, volatility, and top holdings across 25 well-known funds.
Historical stock prices in excel - learn how to pull, audit, and analyze stock price history directly in Excel with verified MarketXLS formulas and a ready-to-use workbook.
Investment portfolio tracker in Excel that updates every position, dividend payment, and sector weight in real time using MarketXLS formulas. Build a complete dashboard with scenario analysis and benchmark trend signals.
Live stock prices in Google Sheets sound simple until you push GOOGLEFINANCE past a small watchlist. This guide shows what GOOGLEFINANCE can and cannot deliver, how to map every common attribute to a MarketXLS formula, and how to set up a live, audit-friendly dashboard with downloadable templates.
Market data add-on Google Sheets - Google Finance is the first stop and it is genuinely good. Here is what GOOGLEFINANCE does well, where it stops, and how MarketXLS extends Google Sheets and Excel into a full market data workstation.
Operating leverage screener excel - rank stocks by Degree of Operating Leverage, margin trajectory, and growth so you can find names where revenue gains are amplifying into earnings growth this Q1 2026 earnings season. Free MarketXLS template inside.
Beta hedging calculator excel - download a premium May 2026 portfolio risk dashboard that computes weighted portfolio beta, sizes the SPY/QQQ/IWM hedge in shares or put contracts, and runs scenario P&L unhedged vs hedged with live MarketXLS formulas.
52 week high breakout screener excel - build a rules-based momentum watchlist that surfaces stocks pressing their 52-week highs with volume, RSI, and trend confirmation, powered by live MarketXLS formulas.
Market breadth dashboard Excel - track percent of stocks above the 50/200-day moving average, advance-decline counts, 52-week highs and lows, RSI distribution, and sector breadth in one premium workbook.
Quality compounders screener excel - download a May 2026 template that ranks 20 large-cap candidates on six compounder pillars (ROIC, ROE, operating margin, debt-to-equity, revenue growth, free cash flow) and surfaces high-conviction picks via a live MarketXLS scoring engine.
Sector valuation dashboard Excel template for May 2026 - dashboard-style heatmap of S&P 500 sector P/E ratios, premium-discount vs 5-year averages, KPI tiles, scenario analysis, and live MarketXLS formulas across all 11 GICS sectors.
Pricing power screener Excel template that ranks 28 large-cap candidates on gross margin, operating margin, revenue growth, and ROE, with a composite Pricing Power Score for May 2026.
Multi-factor stock screener Excel template with composite scoring across value, quality, momentum, low volatility, and growth - dashboard-style with KPI tiles, charts, and live MarketXLS formulas.
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