What AI stock trading is, why AI assistants need live market data, and how to connect Claude or other MCP clients to MarketXLS for screening, options and fundamentals.
Market Insights
MarketXLS Blog
Expert insights on stock market analysis, investment strategies, and Excel techniques for smarter investing.
Explore our 94 blog series
Browse articles by topic, arranged in reading order.
- 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
Categories:
An AI stock screener turns a plain-English request into data filters. MarketXLS offers three ways to do it: the web screener, an MCP server for AI clients, and Excel formulas.
Market Insights
How to use ChatGPT with Excel for financial analysis: let ChatGPT build models and fill them with MarketXLS formulas for live prices, fundamentals and options, or connect AI via MCP.
Market Insights
AI stock analysis powered by real-time market data transforms how investors research companies, screen opportunities, and build portfolios. Here's how MarketXLS connects AI to live financial data.
Market Insights
How to use an AI assistant for options analysis: connect it to option chains, Greeks, and implied volatility through the MarketXLS MCP server, then screen and evaluate strategies in plain English.
Options Trading
How to connect Claude to MarketXLS market data through the MCP server, which functions it can call, and how that pairs with the MarketXLS Excel add-in.
Market Insights
ChatGPT cannot pull live quotes or option chains as structured data on its own. Connecting the MarketXLS MCP server gives ChatGPT, Claude, and other AI clients prices, fundamentals, and option chains.
Market Insights
How to connect Claude, Cursor or any MCP client to the MarketXLS MCP server for stock prices, option chains, Greeks and fundamentals, with plan requirements.
Market Insights
A free Excel screener for 15 upstream, midstream, and downstream energy stocks with a 1-10 score, oil-price scenarios, and allocation sheets built on MarketXLS formulas.
Stock Analysis
RTI Functions bring live streaming technical indicators directly into Excel. RSI, MACD, Bollinger Bands, VWAP, Stochastic, ATR, ADX, and more — all updating in real time. Build professional trading dashboards without writing a single line of code.
Technical AnalysisStreaming Data
Triple witching options strategy — master the quarterly convergence of index futures, index options, and equity options expiration with data-driven Excel analysis.
Options Trading
Interest rate sensitive stocks screener — build a comprehensive Excel-based screening tool to identify, score, and monitor equities most exposed to Federal Reserve rate decisions.
Investment Strategies
Concentration risk portfolio analysis excel — learn how to measure, monitor, and manage top-heavy portfolio exposure using the Herfindahl-Hirschman Index, sector overlap analysis, and rebalancing strategies, all built in Excel with MarketXLS formulas.
Portfolio & Investment Strategies
How to stress test a portfolio in Excel using beta-weighted market decline scenarios, drawdown tracking, and balance-sheet risk metrics.
Portfolio & Investment Strategies
A free Excel gold hedge tracker comparing GLD, IAU, GDX, and gold miners, with allocation sizing, gold price scenarios, and a correlation matrix built on MarketXLS formulas.
Portfolio & Investment Strategies
Stock valuation calculator Excel — compare P/E ratios, dividend yields, market cap, RSI, and fair value scenarios across 10 stocks with this six-sheet valuation dashboard powered by live MarketXLS formulas.
Stock Analysis
The Professional Investment Platform Inside Excel
Live market data, stock screening, options analytics and portfolio management inside Excel.