MarketXLS Blog

Dividend portfolio tracking in Excel lets you monitor yield, income, ex-dividend dates, and DRIP growth across all your holdings. Build a complete tracker with MarketXLS formulas.

Why would an investor look at the dividend calendar? As an investor, it’s important to consider dividends as a key component of your portfolio, providing income in retirement and potential capital...

Portfolio Efficient Frontier: Maximizing Your Investment Portfolio Performance Are you looking to maximize the performance of your investment portfolio?

MarketXLS Version 9.3.4.8 adds ThinkorSwim multileg strategies, dividend payout tracking, total returns, AI-powered Efficient Frontier, and more.

Double diagonal option strategy showing combined calendar and vertical spreads with theta decay visualization

Double Diagonal option strategy combines calendar and vertical spreads for range-bound profit. Learn setup, risk/reward, Greeks management, adjustments, and how MarketXLS helps analyze this advanced strategy.

2 leg option strategies explained with all vertical spreads, straddles, strangles, and calendar spreads including setup, payoff calculations, Greeks, and Excel tracking with MarketXLS.

Your Guide to Constrained Optimization with a Calculator In the world of finance, nothing is more important than cost-benefit analysis and decision making.

Using a Calculator To Calculate Your Sharpe Ratio Understanding Sharpe Ratios The Sharpe Ratio is a measurement used to assess the performance of an investment compared to its risk.

Get Ready for Retirement With Scott Burns’ Retirement Calculator Retirement is one of the most important and rewarding life milestones.

Factor investing principles showing value, momentum, size, quality, and low volatility factors

Unlocking the Benefits of Portfolio Rebalancing When it comes to investing and portfolio building, there's no one-size-fits all solution.

Carhart Four Factor Model extends Fama-French by adding momentum to explain portfolio returns. Learn the formula, how to calculate each factor in Excel, and perform portfolio attribution using MarketXLS.

Maximizing REIT Returns With a Screener Real estate investment trusts (REITs) are a specialized type of investment that offers many advantages over traditional stocks and other investment vehicles. REIT stocks have outperformed the S&P 500 index in recent years, and have become popular for investors seeking a way to diversify their portfolios. As with */ -->

Exploring Negative Correlation in Stock Market Investing In stock market investing, utilizing correlation between different types of securities can help investors manage risks and boost investment...

Secrets to Smart Investing from Larry Swedroe Investing your money can seem like a complex and intimidating process. It doesn’t have to be, however.