Take a five-minute MarketXLS tour | MarketXLS documentation

Use this tour after you install and activate MarketXLS. By the end, you'll have a small company-research table that you can reuse for any list of symbols.

Find MarketXLS in Excel

Open a blank workbook, and then select the MarketXLS tab in the Excel ribbon.

On Windows, the ribbon contains the desktop add-in's formulas, screeners, refresh controls, and utilities.
On a Mac or in Excel for the web, the MarketXLS (Web) ribbon opens the task pane and provides formula, screener, refresh, and streaming commands.

Screenshot needed · RIBBON-COMPARISON-01

Create a side-by-side comparison of the full Windows and Microsoft 365 MarketXLS ribbons.

/images/docs/shared/ribbon-platform-comparison.webp

The controls are grouped differently, but both add-ins support the same basic research flow.

Build a small research table

Enter Symbol, Company, Sector, Last price, and Market cap in cells A1 through E1.
Enter MSFT in A2.
Add these formulas in row 2.

Column	Windows	Mac or Excel for the web
Company	`=Name(A2)`	`=mxls.Name(A2)`
Sector	`=Sector(A2)`	`=mxls.Sector(A2)`
Last price	`=Last(A2)`	`=mxls.Last(A2)`
Market cap	`=MarketCapitalization(A2)`	`=mxls.MarketCapitalization(A2)`

Add more symbols below A2.
Copy the formulas down the table.
Select Refresh All when you want to update the workbook.

Screenshot needed · WORKFLOW-COMPANY-TABLE-01

Capture a clean table for MSFT, AAPL, and NVDA with company, sector, last price, and market cap columns.

/images/docs/shared/company-research-table.webp

Keep symbols in one column and formulas in the columns beside them.

Choose what to do next

Get historical prices for return or chart analysis.
Add financial statements for company research.
Use the Options Screener to compare option contracts for selected symbols.
Analyze a portfolio to study a list of holdings.
Use a prepared template when you want a finished model.

If a formula doesn't work, start with Fix a #NAME? error or Understand formula result messages.