Using Templates

MarketXLS offers many pre-built templates designed for specific investment use cases and analysis workflows.

Accessing Templates

You can access the templates from the MarketXLS Tool Panel or by clicking on Search and Help on the MarketXLS menu. From there, you can browse, download, and use the templates.

Templates panel in Excel showing available MarketXLS templates

Template Library

Templates are designed to help you get started quickly with common investment analysis tasks like portfolio tracking, stock screening, dividend analysis, and more.