MarketXLS Blog

Energy stock screener excel — screen, score, and compare energy sector stocks with live MarketXLS formulas during the current oil crisis.

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.

Triple witching options strategy — master the quarterly convergence of index futures, index options, and equity options expiration with data-driven Excel analysis.

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.

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 stress test Excel — with markets posting a third consecutive weekly loss, here's how to build a complete stress testing framework in Excel.

Gold portfolio hedge excel — with gold crossing $5,000 per ounce for the first time, financial advisors and investors need systematic tools to evaluate and manage gold allocations.

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.

Credit spread calculator Excel — calculate max profit, max loss, breakeven, and return on risk for bull put and bear call spreads with scenario analysis, position sizing, and live MarketXLS formulas.

Quarterly earnings tracker Excel — track EPS surprises, model earnings scenarios, compare fundamental metrics, and size positions for earnings season with this complete Excel dashboard powered by MarketXLS formulas.

Mutual fund comparison tool guide showing how to compare holdings, expense ratios, performance, overlap, and risk metrics across mutual funds and ETFs side by side for better investment decisions.

ETF portfolio construction requires more than picking popular funds — you need proper asset allocation, overlap analysis, risk assessment, and periodic optimization to build a portfolio that actually performs as intended.

Best value ETF options ranked by proprietary value scores, historical performance, expense ratios, and holdings quality — covering large-cap, mid-cap, small-cap, and international value funds for every portfolio strategy.

Compare ETFs effectively by analyzing holdings overlap, expense ratios, performance history, sector exposure, and risk metrics side by side — not just top-level numbers that hide the real differences between funds.

ETF screener tools help investors filter thousands of exchange-traded funds by expense ratio, sector, holdings, performance, and risk metrics to find the best ETFs for their portfolio strategy.

Option price in Excel — learn how to pull live option prices, full option chains, Greeks, and pricing models directly into your spreadsheet using MarketXLS functions. No manual data entry, no copy-pasting from websites.