MarketXLS Blog

MarketXLS release 9.3.4.6 (May 2022) reorganized the Excel ribbon, added stock rank functions, and moved EarningsDate to a new data feed.

In May 2022 MarketXLS launched a web stock screener: filter stocks by fundamental and technical rules, save screens, and send results to Excel.

Ways to hedge a drop in the S&P 500: buying index puts, writing covered calls, inverse ETFs, and selling calls, with MarketXLS templates to see each payoff.

An option premium equals intrinsic value plus extrinsic (time) value. Models like Black-Scholes price the extrinsic part from volatility, time, and rates.

Five ways to hedge a stock portfolio with options: long puts, collars, put spreads, fences and covered calls, with the cost and protection trade-off of each.

Five defined-risk option strategies traders use by market view: bull call spread, call ratio back spread, bear put spread, put ratio back spread, and iron condor.

Common options trading mistakes showing ignoring Greeks, wrong position size, and no risk management

Covered calls and cash-secured puts collect option premium as income. How each works, where the risk sits, and why option income is not risk-free or fully passive.

Fibonacci retracement marks 23.6%, 38.2%, 50% and 61.8% pullback levels between a swing low and high. How the levels are calculated and how traders use them.

Buy stocks from Excel showing trade execution workflow and spreadsheet interface

MarketXLS Version 9.3.4.5 adds 35+ new growth, earnings and profitability functions including Altman Z-Score, Piotroski F-Score, and more.

Get crypto prices in Excel with MarketXLS: add the exchange to the symbol (BTCUSD:BINANCE) or use :DEFAULT, then use Last, Bid, Ask, history, and indicator functions.

Consumer staples (food, beverages, household and personal products, tobacco) sell in any economy, which makes the sector defensive. Pros, cons, and example stocks.

How to connect MarketXLS to Interactive Brokers TWS (2021): install TWS and the TWS API, enable socket clients on port 7496, then use =ib functions in Excel.

A 2021 walkthrough of how MarketXLS read data from a running thinkorswim desktop platform using =tos functions in Excel.

MarketXLS 9.3.2 (August 2021) added historical data for mutual funds, fixed credential saving, and added a LiquidCash component to portfolio analytics.