MarketXLS Blog

Set Excel Solver to maximize the Sharpe ratio cell by changing the weight cells, with long-only, fully invested, and weight-cap constraints. Template included.

Pull 30-day IV, IV Rank, IV Percentile, and term structure into Excel with MarketXLS functions, and into AI assistants through 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.

A step-by-step Excel portfolio optimization model: per-asset return and volatility, a correlation matrix, portfolio volatility, Sharpe ratio, and an efficient frontier.

A free Excel ROIC screener that ranks stocks by return on invested capital alongside ROE, margins, growth, and leverage, combined into a transparent quality score.

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.

Streaming stocks earnings tracker excel for Q2 2026 - track July reporting dates, EPS estimates, revenue growth, operating margins, and valuation for Netflix and the major media names in one live workbook.

Software stocks earnings tracker for Q2 2026 - a premium Excel dashboard that monitors SaaS revenue growth, margins, Rule of 40 and earnings dates live.

Consumer credit stocks screener Excel that ranks 10 card networks, issuers and lenders on valuation, ROE and dividend yield, with a charge-off scenario model for the squeezed-consumer backdrop of 2026.

Insurance stocks screener Excel that ranks 16 life, P&C and broker names on price-to-book, ROE and dividend yield, plus a rate-scenario model for the higher-for-longer 2026 backdrop.

Energy sector earnings tracker Excel template for Q2 2026: compare the major oil, gas, refining and midstream names on valuation, margins, ROE and yield as estimates get upgraded.