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Use MarketXLS in Excel
Build company research, historical analyses, screens, and portfolio workbooks with MarketXLS.
MarketXLS works best when you separate your inputs from your formulas. Put symbols and dates in dedicated cells, and then refer to those cells from your MarketXLS formulas.
Start with the essentials
- Take a five-minute MarketXLS tour if you have installed the add-in but don't know where to begin.
- Use MarketXLS formulas to build a reusable data table.
- Refresh data when you want current values.
- Use a MarketXLS template when you want to start from a prepared workbook.
Complete a research task
- Get historical prices.
- Add financial statements.
- Find contracts with the Options Screener.
- Analyze a portfolio.
Build a maintainable workbook
Use this basic layout:
| Column | Purpose | Example |
|---|---|---|
| A | Symbol input | MSFT |
| B and later | MarketXLS formulas | =Last(A2) |
| Top rows | Dates and other shared inputs | 2026-08-19 |
This layout lets you change a symbol once and update every related formula.
Find a formula
Use the formula reference to search by function name or data category. Each formula page shows its syntax, parameters, examples, and platform availability.