Stock Analysis
Fundamental data MCP server lets an AI assistant and Excel pull the same live P/E, margins, and valuation scores from one licensed source.
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.
ChatGPT is fast for stock-analysis narrative but cannot show the 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.
Analyst ratings MCP server lets an AI assistant and Excel pull the same live price targets, consensus counts, and scores from one licensed source.
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.
Airline earnings tracker excel for Q2 2026 - track July reporting dates, EPS estimates, jet fuel sensitivity, margins, and options-implied moves for the major US carriers in one workbook.
Rank Micron, SanDisk, Western Digital, Seagate, Rambus and HBM equipment names by valuation, growth, margins and momentum in one Excel screener. Free template.