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Welcome to MarketXLS
GETTING STARTED
Signing UpInstalling MarketXLSReal-time data feed
FUNCTIONS: HOW TO USE
Function Listmxls_db_query functionHow to use Forex functions in MarketXLSFunction: QM_List()
CORE CONCEPTS
Watch List - Save Stock TickersGetting additional dataConnect Interactive Brokers With MarketXLSConnect ThinkorSwim With MarketXLSGrowth FunctionsCrypto Data
Portfolio ManagementUsing TemplatesPerform Technical Analysis (Template)DividendsCustom Beta
OPTIONS PRICING
Options PricingOptions GreeksUtilities Tab in MarketXLSOption Pricing with QuotemediaOptions ScreenerReal Time Stock Option Pricing In Excel
HISTORICAL PRICING
Historical Fundamental FunctionsGetting Historical Stock Prices in Excel
CREATE CHARTS USING MARKETXLS
Quick Stock and Currency Charts in Excel with MarketXLSCustom Charts in Excel with MarketXLSMarketXLS Charts – Candlestick Charts
FAQsContact Us

Portfolio Management

With MarketXLS you take your portfolio management in excel to a new level with it automatically calculating the following results:

  • Average daily return on your portfolio
  • Details about your portfolio on allocation by industry and symbols
  • Average daily return and standard deviation on individual stocks and portfolio as a whole
  • Optimized portfolio and optimized portfolio’s Sharpe ratio.
  • Optimized portfolio calculations currently will try to maximize the sharp ratio so you have the maximum possible return on minimum.

Learn more about MarketXLS portfolio management capabilities.