MarketXLS Blog

Learn how to pull real-time stock prices, options data, financial statements, and 500+ market data points directly into Claude using the MarketXLS MCP server — no coding required.

Stock portfolio tracker Excel spreadsheets give investors full control over monitoring holdings, tracking dividends, analyzing performance, and making data-driven decisions — all inside their familiar spreadsheet environment.

MarketXLS launches its Model Context Protocol (MCP) integration, connecting over 1,000 analytical Excel functions to leading AI assistants including Claude, ChatGPT, Cursor, and Windsurf.

Cash Conversion Cycle explained — the complete formula (DIO + DSO - DPO), Excel calculation methods, industry benchmarks, and how to analyze CCC using MarketXLS for fundamental stock research.

Dividend Yield explained — how to find, calculate, and screen for high-yield dividend stocks using Excel and Google Sheets. Complete guide with MarketXLS formulas, screening techniques, and portfolio analysis.

Calendar Spread options strategy — a comprehensive guide to long calendar spreads using puts and calls. Learn setup, time decay mechanics, Greek analysis, trade management, and real-time Excel analysis with MarketXLS.

Volatile Penny Stocks — how to identify, screen, and analyze high-volatility low-priced stocks using Excel and MarketXLS. Covers volatility metrics, screening criteria, risk factors, and real-time analysis tools.

Earnings Power Value (EPV) is a no-growth valuation method that estimates a company's intrinsic worth using normalized earnings and cost of capital — learn the complete formula, Excel implementation, and how MarketXLS automates data with =hf_revenue(), =HF_EBIT(), =Last(), and =MarketCapitalization().

Trading Journal essentials — learn why every trader needs one, what to track, how to build a professional trade log in Excel, and how MarketXLS automates data entry with =Last(), =QM_GetHistory(), and =PERatio().

Refinitiv Eikon Excel Add In vs MarketXLS — an honest feature-by-feature comparison covering data coverage, pricing, formulas, ease of use, and which platform fits your workflow best.

Sharpe Ratio is the gold standard for measuring risk-adjusted portfolio returns — learn the formula, interpretation, Excel calculation, and how MarketXLS automates it with =SharpeRatio(), =GetHistory(), and =Last().

Value at Risk (VaR) is the cornerstone of portfolio risk management — learn how to calculate parametric, historical simulation, and Monte Carlo VaR in Excel using MarketXLS formulas like =GetHistory() and =Last().

Options Wheel Strategy Excel — automate the cash-secured put to covered call income cycle with real-time screening, tracking, and P&L analysis directly in your spreadsheet.

0DTE Options Strategy — a complete guide to zero-day expiration trading on SPX, SPY, QQQ, and individual stocks. Strategies, risk management, and real-time Excel analysis for same-day options.

SPX Options Screener Excel — filter, rank, and find the best S&P 500 options trades using real-time chain data, Greeks, volume, and custom screening criteria directly in your spreadsheet.

Credit Spread Calculator Excel — build a complete credit spread analysis tool with real-time premium data, max profit/loss calculations, probability analysis, and automated screening for SPX and stock options.