Excel research for wealth managers in India
Tailored for Advisors, Asset Managers, Investors & Educators
- Live Market Feeds: Direct streaming in Excel.
- Historical Data: Research past prices in Excel.
- Option Analytics: Real-time Greeks calculation.
- Fundamental Data: Research company data in Excel.
- Template Efficiency: Advanced formulas, quick setup.
- Reusable worksheets: Organize research in your Excel workbooks.
Broker Integrations
Real-Time
Real-Time Pricing & Intelligence in your Excel
- Excel-Integrated Market Intelligence: MarketXLS™ brings real-time pricing and analytics directly into Excel for wealth managers in India.
- Broker Connections: Connect supported Zerodha and Angel One accounts to bring market data into your research worksheets.
- Real-Time Data Updates: Stay ahead with up-to-the-minute market insights, automatically updating in your Excel models.
- Worksheet Research: Organize market data and calculations in your own Excel models.
- Connected Updates: Refresh market inputs for analysis while your supported broker connection is active.
- Professional Workflows: Build reusable research sheets for financial advisors and wealth managers in India.
Research workflows
Build repeatable research workflows in Excel
- Excel Research: Combine MarketXLS functions with your existing worksheet calculations.
- Documented Functions: Use the India function reference to review supported broker data fields and worksheet syntax. Availability depends on your plan and broker connection.
- User-Friendly Flexibility: Offers hassle-free sheet reuse and a frictionless experience, perfect for dynamic investment environments.
- Customizable Tools: Provides unlocked, customizable templates and analysis models, catering to the sophisticated needs of investment professionals.
- Advanced Analytical Support: Includes automatic spreadsheet builders and sample sheets to aid in complex financial analyses and decision-making.
Global Reach for Global Indians
Broaden your horizons with multi-market research
- Multi-Market Research: Combine the market data available under your subscription with your Excel analysis. Confirm market coverage before choosing a plan.
- Adaptable Excel Templates: Customize stock tickers, option strategies, strike prices, and more, catering to the diverse needs of Indian wealth managers and investment professionals.
- Market Coverage: Ask which Indian and international market datasets are available for your research requirements.
- Stocks and Options: Use supported stock and options functions in your research models, subject to the data coverage of your connected account.
- Setup Guidance: Use the function reference and request a demonstration to review the setup for your research workflow.