Types of Functions

MarketXLS offers three main types of functions to suit different data update needs and use cases.

Refresh on Demand

Functions that update only when you click the Refresh button in the MarketXLS menu. Perfect for managing large portfolios with over 300 symbols and creating point-in-time snapshots of market data. You have full control over when data updates occur.

Streaming Functions

Real-time functions that automatically update as new market data becomes available. Ideal for active trading and monitoring live market movements. These functions maintain a constant connection to market data feeds and update your spreadsheet in real-time.

Instant Functions

Functions that provide End-of-Day (EOD) data instantly without requiring streaming connections. These are perfect for historical analysis, backtesting, and situations where you need reliable EOD data without the overhead of real-time connections.

Choosing the Right Function Type

Select the function type based on your specific needs:
  • Refresh on Demand: Large portfolios, periodic updates, resource efficiency
  • Streaming Functions: Active trading, real-time monitoring, up to 300 symbols
  • Instant Functions: EOD data, historical analysis, backtesting strategies

Function Type Comparison

FeatureRefresh on DemandStreamingInstant
Update MethodManual clickAutomatic real-timeEOD data
Symbol Limit300+Up to 300Unlimited
Best ForLarge portfoliosActive tradingHistorical analysis
Resource UsageLowMedium-HighVery Low
Data FreshnessOn-demandReal-timeEnd-of-Day