MarketXLS Blog

Piotroski F-Score calculation and screening guide covering all 9 criteria, step-by-step Excel implementation, stock screening workflows, and practical ranking strategies using MarketXLS.

Four ways to invest in Indian stocks from abroad: Indian ADRs, India ETFs like INDA and INDY, an international broker with NSE access, or an Indian broker account.

How to build and read a stock correlation matrix in Excel: pull prices, compute returns, use CORREL for each pair, and apply the results to diversification.

Charles Schwab users can export positions to Excel as .csv or .xls and analyze them with MarketXLS formulas. Learn how to build risk dashboards, calculate efficient frontiers, and analyze holdings beyond Schwab's built-in tools.

US investors can buy Chinese stocks three ways: US-listed ADRs such as BABA and JD, China-focused ETFs, or a brokerage with access to Hong Kong and mainland exchanges. How each works and the main risks.

Drone stocks as of March 2021: AeroVironment, Boeing, EHang, Nvidia, and Amazon, with a MarketXLS WACC template to compare their cost of capital in Excel.

Risk parity weights assets so each contributes a similar share of portfolio risk. The inverse-volatility formula, and a worked 4-asset reweighting example in Excel with MarketXLS.

Virtual and augmented reality stocks as of March 2021: Meta (Facebook), Alphabet, Apple, Microsoft, Sony, Qualcomm, Snap and Nvidia, and their VR/AR businesses.

Bull put spread explained with a worked TSLA-style example: max profit, max loss, breakeven, and how to model the strategy in an Excel template.

Benjamin Graham's Defensive Investor screen: rules for size, financial strength, earnings and dividend history, growth, and P/E, plus a MarketXLS template.

The Peter Lynch screen looks for profitable, low-debt companies growing earnings about 20% to 25% a year at a P/E no higher than that growth rate. Criteria and how to check a stock in Excel.

A bear call spread sells a lower-strike call and buys a higher-strike call for a net credit. Max profit, max loss, breakeven with a worked example and an Excel template.

Collar option strategy showing stock plus put plus call equals zero-cost hedging with payoff diagram

Christmas tree spread is a multi-strike options strategy using a 1-3-2 structure for limited-risk directional bets. Learn the setup with calls and puts, P&L analysis, Greeks impact, and how to model it in Excel with MarketXLS.

A protective put is buying a put on stock you own to cap your downside. Maximum loss is the stock price minus the strike plus the premium; upside stays open.

A long call butterfly buys one low-strike call, sells two middle-strike calls, and buys one high-strike call. Max loss is the debit; max profit comes at the middle strike.