"Who would have imagined the level of cash flow and asset appreciation I'm generating today."
There's an old saying: "The market speaks to you when you know how to listen." With the visibility and structure created through my MarketXLS spreadsheets, the market truly does speak. Patterns emerge. Pricing behavior becomes clearer. And the option premiums—organized by strike price and strike date—reveal exactly where traders are willing to buy or sell.
Maybe the traders are wrong sometimes. But trusting real market data over self-serving talking heads has always come naturally to me. When you know how to use spreadsheets, a new world of insight opens up.
This is the story of how I arrived at MarketXLS and the tools I built that now drive my results.
A Lifetime of Investing
I'm an entrepreneur in my seventies, and for more than fifty years I've invested in the market. Some years were up, some were down, but I kept contributing. As I began to slow down, it became clear that I needed a way to make my accumulated assets grow faster while generating more consistent cash flow.
That realization led me to option trading. Options generate cash, and more cash means more capital to reinvest.
The Search for Better Tools
There are countless free websites that let you look up option premiums, but none make it easy to compare strike dates and strike prices to determine which combinations pay best. I started manually entering data from webpages into spreadsheets. It worked—cash started flowing—but the process was tedious, time-consuming, and outdated the moment I finished.
I knew there had to be a better way.
After researching many solutions, I chose MarketXLS. I loved how their functions worked as simply as the built-in stock and history functions in Excel and Google Sheets. Real-time stock and option pricing, combined with more functions than I initially understood, made it the right choice.
My Three-Monitor Workflow
Today I work with three monitors. This setup gives me instant visibility into everything that matters:
Watch List
Left monitor (portrait orientation)
Real-time prices on my watch list with conditional formatting
Buy-Sell Options
Center monitor
Transactional data tracking the full options lifecycle
Option Grid
Right monitor
Strike prices × dates with cash flow calculations
The Workbooks I Built
Buy-Sell Options Workbook
Each row represents a single option with one of several statuses:
- Puts: Watch → Order → Option → Executed → Expired
- Calls: Watch → Order → Option → Executed → Expired
This workbook provides the transactional data that feeds other sheets and dashboards.
Stock Watch Workbook
This sheet updates real-time prices for my watch list and includes:
From MarketXLS
- Real-time price
- Yesterday's close
- 52-week high and low
- Additional historical closes
- Daily percent change with conditional formatting (red/green)
Calculated Fields
- Quantity of shares owned
- Quantity not currently optioned
- Next call strike date and amount
- Blended cost per share
- Total cost, current value, gain/loss
Option Grid Workbook
This is where the magic happens. The sheet displays stock and option pricing for one symbol at a time:
Closing prices displayed in a graph for visual clarity
Rows show strike prices, columns show future dates
Monthly cash flow calculated for each strike/date combination
Rows at risk of execution glow yellow for buy-to-close decisions
Always Improving
"You can't improve what you don't measure. With MarketXLS and the systems I've built, I now measure everything. And I'm looking forward to learning even more and improving my results further."
Ready to Transform Your Trading?
See how MarketXLS can help you build your own professional trading workflow with real-time data directly in Excel.
