MARKETXLS HELP

Documentation

Set up MarketXLS, connect your data and find guidance for your research workflow.

Getting Started

Installing MarketXLS
Get started with MarketXLS by following this comprehensive installation guide.
Signing Up
Create your MarketXLS account and get started with your subscription.
Real-Time Data Feed
Set up real-time market data feeds in MarketXLS for live stock prices.
Exchange Agreements
Stream real-time data with Quotemedia's MarketXLS Addons and exchange agreements.
Using Templates
Learn how to use pre-built analysis templates in MarketXLS.

Getting Additional Data
Learn how to access additional financial data in MarketXLS.
Growth Functions
Use growth functions to analyze revenue, earnings, and other financial growth metrics.
Connect ThinkOrSwim
Connect TD Ameritrade ThinkOrSwim with MarketXLS for enhanced trading data.
Crypto Data
Access cryptocurrency data and analytics in MarketXLS.
Watch List
Create and manage stock watch lists to track your favorite tickers.
Refresh on Demand
Learn how to refresh data on demand for your watch list.
Interactive Brokers
Connect Interactive Brokers with MarketXLS for live trading data.

Function List
Complete list of all available MarketXLS functions for Excel.
Type of Functions
Understand the different types of functions available in MarketXLS.
Streaming Functions
Use QM_List() and other streaming functions for live data in Excel.
Quotemedia Functions
Set up and use Quotemedia data functions with your MarketXLS subscription.
Barchart Functions
Use real-time functions with Barchart.com data subscription in MarketXLS.
Barchart Streaming Functions
Detailed guide to Barchart streaming functions for real-time data.
Instant Functions
Use instant functions for quick financial data retrieval in Excel.
Database Query Functions
Use the mxls_db_query function for advanced database queries in MarketXLS.
Forex Functions
Access foreign exchange data and functions in MarketXLS.

Historical Stock Prices
Get historical stock prices in Excel using MarketXLS and ThinkOrSwim integration.
Historical Fundamental Functions
Access historical fundamental data including income statements and balance sheets.

Options Overview
Introduction to options pricing and analysis features in MarketXLS.
Quotemedia Options
Use Quotemedia data for options pricing analysis in MarketXLS.
Options Greeks
Calculate and analyze options Greeks (Delta, Gamma, Theta, Vega) in Excel.
Options Scanner
Scan and filter options contracts using MarketXLS options screener.
Real-Time Options
Get real-time stock option pricing directly in Excel with MarketXLS.
Utilities Tab
Explore the Utilities tab features in MarketXLS for options analysis.

Portfolio Management
Track and analyze your investment portfolio using MarketXLS.
Technical Analysis
Perform technical analysis on stocks using MarketXLS templates.
Dividends Tracking
Track and analyze dividend data for stocks in MarketXLS.
Custom Beta
Calculate custom beta values for stocks using MarketXLS.

Custom Charts
Create custom charts in Excel using MarketXLS charting tools.
Quick Stock & Currency Charts
Generate quick stock and currency charts in Excel with MarketXLS.
Candlestick Charts
Create candlestick charts for technical analysis in MarketXLS.