MarketXLS Blog

DCF model Excel template that pulls live free cash flow, debt, and share data through MarketXLS so your discounted cash flow valuation updates itself.

Get stock prices in Claude in real time by connecting the MarketXLS MCP server, then keep every quote live and auditable in a six-sheet Excel workbook. Claude fetches the price, MarketXLS supplies the source-linked number, and this template lets you refresh it on any ticker.

Stock price MCP server lets an AI assistant and Excel pull the same live quotes, 52-week ranges, and momentum readings from one licensed data source.

Analyze stocks in Claude with confidence by pairing the model's reasoning with live MarketXLS formulas. Claude writes the narrative, MarketXLS supplies auditable prices, multiples, margins, and technicals. Six-sheet template plus a static sample included.

Stock analysis in ChatGPT is fast for narrative but cannot show the live source number behind each claim. Pair the same AI checklist with MarketXLS formulas in Excel so every figure is auditable and refreshable. Six-sheet template plus a static sample included.

Portfolio optimization Excel - run an Excel Solver max-Sharpe optimizer with a covariance risk model and concentration risk controls using live MarketXLS data.

Implied volatility data MCP - pull live IV, IV Rank, IV Percentile and full term-structure data into Excel and any AI assistant using MarketXLS functions and the MarketXLS MCP server.

Operating margin screener excel - rank stocks by operating margin and spot margin expansion with a dashboard-style Excel template powered by live MarketXLS formulas.

AI agent options data integration lets your AI assistant and your Excel workbook read one licensed options feed, so the number in a chat answer matches the number in your spreadsheet.

Analyst ratings MCP server lets an AI assistant and Excel pull the same live price targets, consensus counts, and scores from one licensed source.

Options data in ChatGPT becomes a repeatable workflow when the AI reads a live option chain, IV rank, expected move, and Greeks from the same licensed MarketXLS functions that fill your Excel cells.

Options screener MCP server lets an AI assistant and Excel screen the same liquid underlyings by implied volatility, IV rank, and put-call ratios from one licensed source.

Portfolio optimization Excel - build a mean-variance model with an efficient frontier, correlation matrix, and Sharpe ratio using live MarketXLS data.

ROIC screener excel - rank quality compounders by return on invested capital with a premium, dashboard-style Excel template powered by live MarketXLS formulas.

Interest coverage ratio screener Excel that ranks a 15-stock watchlist on EBIT-to-interest, debt-to-equity and liquidity, with a rate-shock model built for a higher-for-longer Fed.

Semiconductor earnings tracker for Q2 2026 - a live Excel dashboard that monitors AI capex names, foundries, memory and equipment makers across the whole reporting season in one view.