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How to Use: MarketXLS - Your Excel Add-in for Enterprise-Grade Financial Data & Analytics

  1. MarketXLS is a powerful and reliable Excel add-in, providing access to high-quality data and analytics for stocks, mutual funds, ETFs, and cryptocurrencies within Excel. Valued by financial professionals and individual investors alike, MarketXLS takes your investment analysis to the next level. This guide will introduce you to our custom functions, all beginning with "mxls.". Thousands of functions can be applied to all the symbols in your stock list.
    2. Use the function "=mxls.AddSymbols("MSFT")" to add symbols to your symbol list. For example, mxls.AddSymbols(A1) will subscribe to the symbol mentioned in cell A1.
    Use the function "=mxls.RemoveSymbol("MSFT")" to remove symbols from your symbol list. For example, mxls.RemoveSymbol(A1) will unsubscribe the symbol mentioned in cell A1.
    Use the function "=mxls.MySymbols()" to return your symbols list. For example, mxls.MySymbols() will return the list of your symbols.
    Effortlessly access MarketXLS functions in two ways: Type "=mxls." followed by the function name and required parameters within an Excel cell or utilize the custom pane available in the right-hand panel of Excel, featuring a list of example functions.
    Discover the power of our essential MarketXLS functions: mxls.LAST(symbol), mxls.SIMPLEMOVINGAVERAGE(symbol,20), and mxls.DIVIDENDYIELD(symbol). For a complete list of our functions and their descriptions scroll down.
    Leverage the custom pane for a seamless experience. Select an empty cell within Excel where you wish to display the data, locate the custom pane in the right-hand panel, click on your desired function, adjust the symbol within the function, and press Enter.
    Maintain an active internet connection for uninterrupted access to real-time data. Verify the spelling of function names and symbols to prevent errors. For assistance with any errors or issues, consult our Troubleshooting Guide.
    This version of MarketXLS has a limit of 5 symbols. To access additional symbols and unlock the full potential of MarketXLS, consider upgrading to one of our premium plans. Explore our pricing options at https://marketxls.com/pricing.
    For detailed tutorials, case studies, and advanced use cases, please explore our Knowledge Base and Video Library to make the most of MarketXLS.

Functions List

For a full list of functions, as well as to search for specific functions, please visit this page.


Quotes

Company

Dividends

Valuations


Performance

Volatility

Technicals

Historicals


Financial Ratios

Earnings Estimates

Options



Returns the list of your symbols

Returns the list of your symbols.

Usage:

=mxls.MySymbols()

Add symbols to your symbols list

Returns the symbols that are added in the symbol list

Usage:

=mxls.addSymbols("MSFT")

=mxls.addSymbols(A1)

=mxls.addSymbols("MSFT,AAPL,GE,AAPL,AAL")

Parameters:

  • Symbol (required): The ticker symbol/s to add.

Removes symbols from your symbol list

Returns the list of removed symbols

Usage:

=mxls.removeSymbols("MSFT")

=mxls.removeSymbols(A1)

=mxls.removeSymbols("MSFT,AAPL,GE,AAPL,AAL")

Parameters:

  • Symbol (required): The ticker symbol/s to add.

Stock Return Seven Days

Returns the stock's return over the last seven days.

Usage:

=mxls.StockReturnSevenDays("MSFT")

Parameters:

  • Symbol (required): The ticker symbol to retrieve data for.

Stock Return Fifteen Days

Returns the stock's return over the last fifteen days.

Usage:

=mxls.StockReturnFifteenDays("MSFT")

Parameters:

  • Symbol (required): The ticker symbol to retrieve data for.

Stock Return Thirty Days

Returns the stock's return over the last thirty days.

Usage:

=mxls.StockReturnThirtyDays("MSFT")

Parameters:

  • Symbol (required): The ticker symbol to retrieve data for.

Stock Return Three Months

Returns the stock's return over the last three months.

Usage:

=mxls.StockReturnThreeMonths("MSFT")

Parameters:

  • Symbol (required): The ticker symbol to retrieve data for.

    • Stock Return One Year

    Returns the stock's return over the last one year.

    Usage:

    =mxls.StockReturnOneYear("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Stock Return Three Years

    Returns the stock's return over the last three years.

    Usage:

    =mxls.StockReturnThreeYears("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Stock Return Five Years

    Returns the stock's return over the last five years.

    Usage:

    =mxls.StockReturnFiveYears("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Volume Average Seven Days

    Returns the average volume traded over the last seven days.

    Usage:

    =mxls.VolumeAverageSevenDays("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Volume Average Thirty Days

    Returns the average volume traded over the last thirty days.

    Usage:

    =mxls.VolumeAverageThirtyDays("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Volume Average Three Months

    Returns the average volume traded over the last three months.

    Usage:

    =mxls.VolumeAverageThreeMonths("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Volume Average One Year

    Returns the average volume traded over the last one year.

    Usage:

    =mxls.VolumeAverageOneYear("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Volume Average Three Years

    Returns the average volume traded over the last three years.

    Usage:

    =mxls.VolumeAverageThreeYears("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    FiftyTwo Week Low

    Returns the fifty-two week low for the given stock.

    Usage:

    =mxls.FiftyTwo_weekLow("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Fifty Two Week High

    Returns the fifty-two week high for the given stock.

    Usage:

    =mxls.FiftyTwo_weekHigh("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Relative Strength Index (RSI)

    Calculates the relative strength index for a given stock and time period.

    Usage:

    =mxls.RelativeStrengthIndex("MSFT", "14")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • Period (required): The time period to calculate the RSI for.

    The Relative Strength Index (RSI) is a technical indicator used in the analysis of financial markets. It is intended to chart the current and historical strength or weakness of a stock or market based on the closing prices of a recent trading period.

    Simple Moving Average (SMA)

    Calculates the simple moving average for a given stock and time period.

    Usage:

    =mxls.SimpleMovingAverage("MSFT","20")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • Period (required): The time period to calculate the SMA for.

    The Simple Moving Average (SMA) is a widely used technical indicator that helps smooth out price action by filtering out the “noise” from random price fluctuations.

    Exponential Moving Average (EMA)

    Calculates the exponential moving average for a given stock and time period.

    Usage:

    =mxls.ExponentialMovingAverage("MSFT","20")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • Period (required): The time period to calculate the EMA for.

    The Exponential Moving Average (EMA) is a type of moving average that places a greater weight and significance on the most recent data points. It is more reactive to changes in price compared to the SMA.

    Average True Range (ATR)

    Calculates the average true range for a given stock and time period.

    Usage:

    =mxls.AverageTrueRange("MSFT", "14")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • Period (required): The time period to calculate the ATR for.

    The Average True Range (ATR) is a technical analysis indicator that measures market volatility by decomposing the entire range of an asset price for that period.

    Momentum

    Calculates the momentum for a given stock and time period.

    Usage:

    =mxls.Momentum("MSFT", "10")

    Parameters:

    • Symbol (required): The ticker symbol Period (required): The time period to calculate the momentum for.

    Momentum is a technical indicator that measures the rate of change of a stock's price over a specified time period. It is used to identify trends and trend reversals, as well as to identify potential entry and exit points for trades.

    Historical Open Price

    Returns the open price for the given stock on the specified date.

    Usage:

    =mxls.Open_Historical("MSFT", "2022-02-01")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • Date (required): The date for which to retrieve the open price. Format: "YYYY-MM-DD".

    Historical High Price

    Returns the high price for the given stock on the specified date.

    Usage:

    =mxls.High_Historical("MSFT", "2022-02-01")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • Date (required): The date for which to retrieve the high price. Format: "YYYY-MM-DD".

    Historical Low Price

    Returns the low price for the given stock on the specified date.

    Usage:

    =mxls.Low_Historical("MSFT", "2022-02-01")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • Date (required): The date for which to retrieve the low price. Format: "YYYY-MM-DD".

    Historical Close Price

    Returns the close price for the given stock on the specified date.

    Usage:

    =mxls.Close_Historical("MSFT", "2022-02-01")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • Date (required): The date for which to retrieve the close price. Format: "YYYY-MM-DD".

    Historical Adjusted Close Price

    Returns the adjusted close price for the given stock on the specified date.

    Usage:

    =mxls.Adjusted_Close_Historical("MSFT", "2022-02-01")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • Date (required): The date for which to retrieve the adjusted close price. Format: "YYYY-MM-DD".

    Historical Volume

    Returns the historical trading volume for the specified stock on a specified date.

    Usage:

    =mxls.Volume_Historical("MSFT", "2022-02-01")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • Date (required): The date for which the trading volume is to be retrieved, in the format "YYYY-MM-DD".

    Past X Day High

    Returns the highest price of the stock in the past X days.

    Usage:

    =mxls.X_Day_High("MSFT", 7)

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • X (required): The number of days to look back for the high price.

    Past X Day Low

    Returns the lowest price of the stock in the past X days.

    Usage:

    =mxls.X_Day_Low("MSFT", 7)

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • X (required): The number of days to look back for the low price.

    Past X Week High

    Returns the highest price of the stock in the past X weeks.

    Usage:

    =mxls.X_Week_High("MSFT", 7)

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • X (required): The number of weeks to look back for the high price.

    Past X Week Low

    Returns the lowest price of the stock in the past X weeks.

    Usage:

    =mxls.X_Week_Low("MSFT", 7)

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.
    • X (required): The number of weeks to look back for the low price.

    Company Name

    Returns the name of the company for a given ticker symbol.

    Usage:

    =mxls.Name("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the name for.

    Sector

    Returns the sector for a given ticker symbol.

    Usage:

    =mxls.Sector("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the sector for.

    Industry

    Returns the industry for a given ticker symbol.

    Usage:

    =mxls.Industry("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the industry for.

    Shares Outstanding

    Returns the number of shares outstanding for a given ticker symbol.

    Usage:

    =mxls.Shares_Outstanding("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the shares outstanding for.

    Enterprise Value

    Returns the enterprise value for a given ticker symbol.

    Usage:

    =mxls.EnterpriseValue("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the enterprise value for.

    Share Percent Held By Institutions

    Returns the percentage of shares held by institutions for a given ticker symbol.

    Usage:

    =mxls.SharePercentHeldByInstitutions("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the share percentage held by institutions for.

    Ask Price

    Returns the current ask price for a given ticker symbol.

    Usage:

    =mxls.ask("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the ask price for.

    Open Price

    Returns the opening price of a given ticker symbol for the current trading day.

    Usage:

    =mxls.OpenPrice("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the opening price for.

    Last Price

    Returns the last traded price for a given ticker symbol.

    Usage:

    =mxls.Last("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the last traded price for.

    Bid

    Returns the current bid price for a given ticker symbol.

    Usage:

    =mxls.Bid("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the bid price for.

    Change % From Previous Close

    Returns the percentage change in price of a given ticker symbol from the previous day's closing price.

    Usage:

    =mxls.ChangeinPercent("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the percentage change from the previous day's closing price for.

    Change Value From Previous Close

    Returns the dollar amount change in price of a given ticker symbol from the previous day's closing price.

    Usage:

    =mxls.Change("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the dollar amount change from the previous day's closing price for.

    Previous Close

    Returns the previous day's closing price of a given ticker symbol.

    Usage:

    =mxls.PreviousClose("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the previous day's closing price for.

    Today's Volume

    Returns the current day's trading volume for a given ticker symbol.

    Usage:

    =mxls.Volume("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the trading volume for.

    Earnings Per Share (TTM)

    Returns the earnings per share for a given ticker symbol.

    Usage:

    =mxls.EarningsPerShare("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the earnings per share for.

    EBITDA (TTM)

    Returns the earnings before interest, taxes, depreciation, and amortization for a given ticker symbol.

    Usage:

    =mxls.EBITDA("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the EBITDA for.

    Price Per Sales (TTM)

    Returns the price per sales ratio for a given ticker symbol.

    Usage:

    =mxls.PricePerSales("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the price per sales ratio for.

    Price Per Book (TTM)

    Returns the price per book ratio for a given ticker symbol.

    Usage:

    =mxls.PricePerBook("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the price per book ratio for.

    Cash Flow Per Share (TTM)

    Returns the cash flow per share for a given ticker symbol.

    Usage:

    =mxls.CashFlowPerShare("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the cash flow per share for.

    PE Ratio (TTM)

    Returns the price-to-earnings ratio for a given ticker symbol.

    Usage:

    =mxls.PERatio("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the price-to-earnings ratio for.

    Current Ratio

    Returns the current ratio for a given ticker symbol.

    Usage:

    =mxls.current_ratio("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the current ratio for.

    EBITDA Margin

    Returns the EBITDA margin for a given ticker symbol.

    Usage:

    =mxls.ebitda_margins("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the current ratio for.

    Quick Ratio

    Returns the quick ratio for a given ticker symbol.

    Usage:

    =mxls.quick_ratio("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the quick ratio for.

    Return on Assets (Last 12 Months)

    Returns the return on assets (ROA) for a given ticker symbol over the last 12 months.

    Usage:

    =mxls.ReturnOnAssetsLTM("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the ROA for.

    Return On Invested Capital (ROIC - Last 12 Months)

    Returns the return on invested capital (ROIC) for a given ticker symbol over the last 12 months.

    Usage:

    =mxls.ReturnOnInvestedCapitalOneYear("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the ROIC for.

    Profit Margin

    Returns the profit margin for a given ticker symbol.

    Usage:

    =mxls.ProfitMargin("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the profit margin for.

    Price To Cashflow

    Returns the price to cash flow ratio for a given ticker symbol.

    Usage:

    =mxls.PriceToCashFlow("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the price to cash flow ratio for.

    Return On Equity (ROE - Last 12 Months)

    Returns the return on equity ratio for a given ticker symbol over the last 12 months.

    Usage:

    =mxls.ReturnOnEquity("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the return on equity ratio for over the last 12 months.

    Return On Capital (Last 12 Months)

    Returns the return on capital ratio for a given ticker symbol over the last 12 months.

    Usage:

    =mxls.ReturnOnCapitalLTM("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the return on capital ratio for over the last 12 months.

    Interest Coverage Ratio

    Returns the interest coverage ratio for a given ticker symbol.

    Usage:

    =mxls.InterestCoverage("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the interest coverage ratio for.

    Gross Margin

    Returns the gross margin for a given ticker symbol.

    Usage:

    =mxls.GrossMargin("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the gross margin for.

    Book Value Per Share

    Returns the book value per share for a given ticker symbol.

    Usage:

    =mxls.BookValuePerShare("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the book value per share for.

    Revenue

    Returns the revenue for a given ticker symbol.

    Usage:

    =mxls.Revenue("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the revenue for.

    Beneish M Score

    Returns the Beneish M Score for a given ticker symbol.

    Usage:

    =mxls.BeneishMScore("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the Beneish M Score for.

    Altman Z Score

    Returns the Altman Z Score for a given ticker symbol.

    Usage:

    =mxls.AltmanZScore("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the Altman Z Score for.

    F Score

    Returns the Pitroski F Score for a given ticker symbol.

    Usage:

    =mxls.PitrioskiFScore("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the Pitroski F Score for.

    Value Score

    Returns the Value Score for a given ticker symbol out of 100 (Calculated by MarketXLS).

    Usage:

    =mxls.RankValue("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the Value Score for.

    Overall Score

    Returns the Overall Score for a given ticker symbol out of 100 (Calculated by MarketXLS).

    Usage:

    =mxls.RankOverall("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the Overall Score for.

    EPS Estimate Current Year

    Returns the EPS estimate for the current year for a given ticker symbol.

    Usage:

    =mxls.EPSEstimateCurrentYear("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the EPS estimate for the current year.

    EPS Estimate Next Year

    Returns the EPS estimate for the next year for a given ticker symbol.

    Usage:

    =mxls.EPSEstimateNextYear("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the EPS estimate for the next year.

    EPS Estimate Next Quarter

    Returns the EPS estimate for the next quarter for a given ticker symbol.

    Usage:

    =mxls.EPSEstimateNextQuarter("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the EPS estimate for the next quarter.

    EPS Estimate Current Quarter

    Returns the EPS estimate for the current quarter for a given ticker symbol.

    Usage:

    =mxls.EPSEstimateCurrentQuarter("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the EPS estimate for the current quarter.

    Mean Target Price Estimate Current Target

    Returns the mean target price estimate for the current target for a given ticker symbol.

    Usage:

    =mxls.EarningsEstimates_targetPriceHistory_meanTargetPriceEstimate_currentTarget("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the mean target price estimate for the current target.

    Date Most Recent Estimate Current Target

    Returns the date of the most recent estimate for the current target for a given ticker symbol.

    Usage:

    =mxls.EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_currentTarget("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the date of the most recent estimate for the current target.

    Mean Target Price Estimate Current Target

    Returns the mean target price estimate for the current target for a given ticker symbol.

    Usage:

    =mxls.EarningsEstimates_targetPriceHistory_meanTargetPriceEstimate_currentTarget("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the mean target price estimate for the current target.

    Date Most Recent Estimate Current Target

    Returns the date of the most recent estimate for the current target price for a given ticker symbol.

    Usage:

    =mxls.EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_currentTarget("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the date of the most recent estimate for the current target price.

    Date Most Recent Estimate Current Target 2 Weeks Ago

    Returns the date of the most recent estimate for the current target price 2 weeks ago for a given ticker symbol.

    Usage:

    =mxls.EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks2Ago("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the date of the most recent estimate for the current target price 2 weeks ago.

    Date Most Recent Estimate Current Target 1 Week Ago

    Returns the date of the most recent estimate for the current target price 1 week ago for a given ticker symbol.

    Usage:

    =mxls.EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks1Ago("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the date of the most recent estimate for the current target price 1 week ago.

    Date Most Recent Estimate Current Target 3 Weeks Ago

    Returns the date of the most recent estimate for the current target price 3 weeks ago for a given ticker symbol.

    Usage:

    =mxls.EarningsEstimates_targetPriceHistory_dateMostRecentEstimate_weeks3Ago("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the date of the most recent estimate for the current target price 3 weeks ago.

    Consensus EPS Growth Rate Next 5 Year

    Returns the consensus earnings per share (EPS) growth rate estimate for the next 5 years for a given ticker symbol.

    Usage:

    =mxls.EarningsEstimates_consensusEpsGrowthRate_next5year("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve the consensus EPS growth rate estimate for the next 5 years.

    Stock Volatility Fifteen Days

    Returns the volatility of the stock's return over the last fifteen days.

    Usage:

    =mxls.StockVolatilityFifteenDays("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Stock Volatility Thirty Days

    Returns the volatility of the stock's return over the last thirty days.

    Usage:

    =mxls.StockVolatilityThirtyDays("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Stock Volatility Three Months

    Returns the volatility of the stock's return over the last three months.

    Usage:

    =mxls.StockVolatilityThreeMonths("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Stock Volatility Six Months

    Returns the volatility of the stock's return over the last six months.

    Usage:

    =mxls.StockVolatilitySixMonths("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Stock Volatility Nine Months

    Returns the volatility of the stock's return over the last nine months.

    Usage:

    =mxls.StockVolatilityNineMonths("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Stock Volatility One Year

    Returns the volatility of the stock's return over the last one year.

    Usage:

    =mxls.StockVolatilityOneYear("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Stock Volatility Two Years

    Returns the volatility of the stock's return over the last two years.

    Usage:

    =mxls.StockVolatilityTwoYears("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Stock Volatility Three Years

    Returns the annualized volatility of a stock's price over the last three years.

    Usage:

    =mxls.StockVolatilityThreeYears("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Stock Volatility Five Years

    Returns the annualized volatility of a stock's price over the last five years.

    Usage:

    =mxls.StockVolatilityFiveYears("MSFT")

    Parameters:

    • Symbol (required): The ticker symbol to retrieve data for.

    Historical Fundamental Functions

    Every historical fundamental starts with =mxls.hf_. These functions return the value of the financial metric specified in the function name in various ways, depending on the arguments provided. To explore all the functions within this category, please visit the MarketXLS functions page and look under the "Historical Fundamentals" category.

    There are hundreds of these functions that cover all aspects of the Income Statement, Balance Sheet, and Cash Flow Statement. We have demonstrated the usage of these functions using the Revenue metric, but please note that all other functions beginning with =mxls.hf_ follow the same argument structure.

    For instance, using mxls.hf_liabilities will return the liabilities of a company, mxls.hf_assets will return the assets, and so on. Essentially, you can retrieve any financial metric from the company's financial statements using the appropriate mxls.hf_ function.

    Usage:

    =mxls.hf_revenue("MSFT",2022) Returns the value for the year 2022.
    =mxls.hf_revenue("MSFT",2022,2) Returns the value for the second quarter of the year 2022.
    =mxls.hf_revenue("MSFT",2022,3,"TTM") Returns the trailing twelve-month value, counting back from the third quarter of 2022.
    =mxls.hf_revenue("MSFT","lq") Returns the value for the most recent quarter.
    =mxls.hf_revenue("MSFT","lq-1") Returns the value for the quarter prior to the most recent quarter. Use "lq-2", "lq-3", etc., to retrieve data from further past quarters.
    =mxls.hf_revenue("MSFT","ly") Returns the value for the previous year.
    =mxls.hf_revenue("MSFT","ly-1") Returns the value for the year prior to the last year. Use "ly-2", "ly-3", etc., to retrieve data from further past years.
    =mxls.hf_revenue("MSFT","lt") Returns the value for the most recent trailing twelve months.
    =mxls.hf_revenue("MSFT","lt-1") Returns the value for the trailing twelve-month period prior to the most recent month's TTM. Use "TTM-2", "TTM-3", etc., to retrieve trailing twelve-month data going back month by month.

    Parameters:

    • Symbol (required): The ticker symbol for which data should be retrieved.
    • Year (required): The year for which data should be retrieved. This can also be "LY" for the last year, "LY-1" for the year prior to the last year, and so forth.
    • Quarter (optional): The quarter for which data should be retrieved. If the quarter is not provided, MarketXLS will assume you are requesting the yearly value if a year was provided.
    • TTM (optional): If you type "TTM" as the last argument, it will return the trailing twelve months' values.

    Streaming Functions

    All streaming functions in MarketXLS start with =mxls.stream_. These functions are designed to provide real-time streaming data of various financial metrics for a specified symbol. To explore all the functions within this category, please visit the MarketXLS functions page and search for 'stream'

    You can also see all streaming functions by typing mxls.stream_. Excel's inbuilt intellisense will dropdown a list of functions that start with this prefix.

    For instance, using mxls.stream_last will return the latest price of a given symbol, and so on. Essentially, you can retrieve any real-time financial metric for a symbol using the appropriate mxls.stream_ function.

    Usage:

    =mxls.stream_last("MSFT") Returns the latest price for MSFT.

    Parameters:

    • Symbol (required): The symbol for which data should be streamed.

    Options Functions

    All options functions in MarketXLS provide various financial metrics related to options trading. These functions allow you to retrieve information such as option symbol, prices, volatility, Greeks, expiration dates, and more. To explore all the functions within this category, please visit the MarketXLS functions page and search for 'options'.

    You can also see all options functions by typing mxls.Option in Excel's built-in IntelliSense, which will display a list of functions that start with this prefix.

    For instance, using =mxls.OptionSymbol("MSFT", mxls.ExpirationNext("MSFT",1), "C", 350) will return the option symbol for the given parameters, and so on. You can utilize these functions to analyze and track options data in your Excel spreadsheets.

    Usage:

    =mxls.OptionSymbol("MSFT", mxls.ExpirationNext("MSFT",1), "C", 350) Returns the option symbol for the specified parameters.

    Parameters:

    • UnderlyingSymbol (required): The symbol of the underlying asset.
    • ExpirationNext (required): The expiration date of the option. You can use functions like mxls.ExpirationNext("MSFT",1) to calculate the expiration date relative to the current date. The parameter 1 indicates how many expirations to skip. For example 1 will skip one expiration date, 2 will skip two and so on.
    • OptionType (required): The type of the option. "C" for call options and "P" for put options.
    • StrikePrice (required): The strike price of the option.

    Implied Volatility

    The ImpliedVolatility function in MarketXLS calculates the implied volatility of the option with the given parameters. Implied volatility represents the market's expectation of the future volatility of the underlying asset.

    Usage:

    =mxls.ImpliedVolatility(Option Symbol) Returns the implied volatility of the option for the specified parameters.

    Parameters:

    • Option Symbol (required): The symbol of the Option. Use mxls.OptionSymbol function to make the option symbol if required.

    Delta

    The Delta function in MarketXLS calculates the delta of the option with the given option symbol. Delta represents the sensitivity of the option's price to changes in the price of the underlying asset.

    Usage:

    =mxls.Delta(Option Symbol) Returns the delta of the option for the specified option symbol.

    Parameters:

    • Option Symbol (required): The symbol of the option. You can use the mxls.OptionSymbol function to create the option symbol with the desired parameters.

    Gamma

    The Gamma function in MarketXLS calculates the gamma of the option with the given option symbol. Gamma represents the rate of change of an option's delta in response to changes in the price of the underlying asset.

    Usage:

    =mxls.Gamma(Option Symbol) Returns the gamma of the option for the specified option symbol.

    Parameters:

    • Option Symbol (required): The symbol of the option. You can use the mxls.OptionSymbol function to create the option symbol with the desired parameters.

    Theta

    The Theta function in MarketXLS calculates the theta of the option with the given option symbol. Theta represents the rate at which the value of an option decreases over time due to the passage of time, also known as time decay.

    Usage:

    =mxls.Theta(Option Symbol) Returns the theta of the option for the specified option symbol.

    Parameters:

    • Option Symbol (required): The symbol of the option. You can use the mxls.OptionSymbol function to create the option symbol with the desired parameters.

    Vega

    The Vega function in MarketXLS calculates the vega of the option with the given option symbol. Vega represents the sensitivity of the option's price to changes in implied volatility.

    Usage:

    =mxls.Vega(Option Symbol) Returns the vega of the option for the specified option symbol.

    Parameters:

    • Option Symbol (required): The symbol of the option. You can use the mxls.OptionSymbol function to create the option symbol with the desired parameters.

    Next Expiration

    The ExpirationNext function in MarketXLS returns the next expiration date for the specified underlying symbol and the number of expirations in the future. The function allows you to calculate expiration dates relative to the current date.

    Usage:

    =mxls.ExpirationNext(UnderlyingSymbol, NumberOfExpirations) Returns the next expiration date for the specified underlying symbol and the number of expirations in the future.

    Parameters:

    • UnderlyingSymbol (required): The symbol of the underlying asset.
    • NumberOfExpirations (optional): The number of expirations in the future to calculate the next expiration date. Default value is 1.

    Next Strike Price

    The StrikeNext function in MarketXLS returns the next strike price closest to the last price of the underlying asset for the specified underlying symbol and the number of strikes in the future. The function helps you find the strike price that is closest to the current market price of the underlying asset.

    Usage:

    =mxls.StrikeNext(UnderlyingSymbol, NumberOfStrikes) Returns the next strike price closest to the last price of the underlying asset for the specified underlying symbol and the number of strikes in the future.

    Parameters:

    • UnderlyingSymbol (required): The symbol of the underlying asset.
    • NumberOfStrikes (optional): The number of strikes in the future to calculate the next strike price. Default value is 1.

    IV Percentile 1 Month

    The IVPercentile1Month function in MarketXLS calculates the implied volatility percentile for the specified underlying symbol over the past 1 month. IV percentile is a statistical measure that indicates the relative level of implied volatility compared to its historical range.

    Usage:

    =mxls.IVPercentile1Month(UnderlyingSymbol) Returns the implied volatility percentile for the specified underlying symbol over the past 1 month.

    Parameters:

    • UnderlyingSymbol (required): The symbol of the underlying asset.

    IV Percentile 1 Year

    The IVPercentile1Year function in MarketXLS calculates the implied volatility percentile for the specified underlying symbol over the past 1 year. IV percentile is a statistical measure that indicates the relative level of implied volatility compared to its historical range.

    Usage:

    =mxls.IVPercentile1Year(UnderlyingSymbol) Returns the implied volatility percentile for the specified underlying symbol over the past 1 year.

    Parameters:

    • UnderlyingSymbol (required): The symbol of the underlying asset.

    IV Rank One Year

    The IVRank1Year function in MarketXLS calculates the implied volatility rank for the specified underlying symbol over the past 1 year. IV rank is a measure that indicates the percentile rank of the current implied volatility compared to its historical range.

    Usage:

    =mxls.IVRank1Year(UnderlyingSymbol) Returns the implied volatility rank for the specified underlying symbol over the past 1 year.

    Parameters:

    • UnderlyingSymbol (required): The symbol of the underlying asset.