Welcome to the MarketXLS Knowledge Library

Strap Strangle Options Strategy (Using MarketXLS Template)

Meaning The Strap strangle is a long strangle strategy that buys more call options than put options having a bullish ...
Read More

Solana – The Ethereum Killer?

In the last article, we discussed the basic working of 2 of the most famous cryptocurrencies - bitcoin and ethereum ...
Read More

Bitcoin vs Ethereum – Which Is Better?

Everyone knows about Bitcoin and Ethereum, the two most mainstream cryptocurrencies. But recently Bitcoin was in the news for all ...
Read More

Emergency fund – the most important investment.

Most people nowadays have more or less an idea of how to invest their money and savings.People are getting smarter ...
Read More

Strip Strangle Options Strategy (Using MarketXLS Template)

Meaning The Strip strangle is a long strangle strategy that buys more put options than call options having a bearish ...
Read More

Strap Straddle Options Strategy (Using MarketXLS Template)

Overview Strap Straddle is one of the market-neutral trading strategies with profit potential on both sides of the underlying price ...
Read More

Long Put Synthetic Straddle (Using MarketXLS Template)

Overview The Long Put Synthetic Straddle is implemented by buying the underlying stock and then buying at-the-money puts to cover ...
Read More

Reverse Iron Butterfly Options Strategy (Using MarketXLS Template)

Overview The Reverse Iron Butterfly Spread is a limited profit, limited loss options trading strategy that is designed to make ...
Read More

Short Call Synthetic Straddle Options Strategy (Using MarketXLS Template)

Short Call Synthetic Straddle is an unlimited risk, limited profit options trading strategy that is used when the options trader ...
Read More

6 Mistakes Made By Famous Investors And What Can You Learn From Them

You might have heard countless stories about the successful investments of great investors worldwide, up to the point that it ...
Read More

Strip Straddle Options Strategy (Using MarketXLS Template)

Meaning Strip Straddle is one of the market-neutral trading strategies with profit potential on both sides of the underlying price ...
Read More

Green Investing Ventures

Overview The world is going green, from power generation and recycling to organic farming and sustainable fashion. Everyone including businesses, ...
Read More

Neff Screen (Filtering Stocks With MarketXLS Template)

Overview John Neff was a contrarian investor buying good companies with moderate growth and high dividends while out of favour, ...
Read More

Smart Contracts – A Basic Guide

Smart contracts are self-executing contracts. They don’t require a third neutral party to oversee the contract. The terms and conditions ...
Read More

Protective Call Options Strategy (With MarketXLS Excel Template)

Introduction The Protective Call is a hedging strategy wherein the trader, who is having an existing short position in the ...
Read More

Foolish Small-Cap 8 Screen (Understanding With MarketXLS Template)

Historically speaking, small-capitalization companies have often outperformed larger companies even after considering the additional risks that smaller companies carry. This ...
Read More

Married Put Options Strategy (Using MarketXLS)

A married put options strategy is when an investor buys one At-The-Money Put option and an equivalent number of shares ...
Read More

Investing in Industrial Stocks (Using MarketXLS)

Introduction The industrial goods sector is a category of companies that make or sell machinery, supplies, or equipment used in ...
Read More

Rule #1 Of Investing – Don’t Lose Money

Investment guru Warren Buffett, a proponent of the value-based investing model, believes that people should invest in companies that exhibit ...
Read More

Elliott Wave Theory – A Brief Introduction

A Bit of History In the early 1930s Ralph Nelson Elliott began an in-depth study of stock market price data ...
Read More

Short Put Ladder Options Strategy (Using Excel Template)

Introduction The Short Put Ladder is a limited risk, unlimited profit strategy in options trading that is employed when the ...
Read More

Identifying Overvalued Stocks Using MarketXLS

According to Warren Buffet, “Price is what you pay, value is what you get.” A stock is said to be ...
Read More

It All Starts with a Watchlist

A watchlist is simply a list of stocks you are interested in owning. Creating your list in Excel, and using ...
Read More

Index Funds – The Secret Tool For Wealth Building

Profits can be built in the short term, but wealth is built in the long term. And did you know? ...
Read More

Guru Screen Functions in MarketXLS – New Feature In Our Latest Update!

Guru Screen Functions are used to filter out stocks based on the winning investment strategies of stock market legends such ...
Read More

Investing in the Basic Materials Sector

Overview of the Sector The basic materials sector is made up of businesses involved in the development, discovery, and processing ...
Read More

Is there some way to stop MarketXLS from updating automatically?

MarketXLS functions work just like normal Excel functions, if you have a large spreadsheet with all the formulas in there, ...
Read More

I am attempting to log into the Market XLS website and it tells me my email is incorrect?

MarketXLS website and forum have no link with the software purchase email. You will need to register on the forum ...
Read More

Will I be able to get open, high, low, close, volume in 30-minute increments for a ticker?

Yes, you can. You will however require a Barchart data subscription along with MarketXLS ...
Read More

How do I get Canadian Stocks Data?

For Canadian stocks simply append .TO at the end of the symbols. =Ask(“IPL.TO”) or use “:CA” in the end ...
Read More

How do I get values for the Dow Industrials, S&P 500, and NASDAQ?

To get values for the Dow Industrials, S&P 500, and NASDAQ, use these stock codes to get the values: S&P ...
Read More

I opened Excel this morning and my MarketXLS tab is no longer there. MarketXLS disappeared from Menu.

In case you see no menu in Excel for MarketXLS it may have been disabled. To enable MarketXLS… Go to ...
Read More

Do you provide access to a complete listing of ASX ticker data? Prices are quoted in which currency? AUD or US Dollars

For ASX stocks data, you have to purchase a quote-media data add-on for ASX equities/ETFs. The plan only has delayed ...
Read More

Do you have a quick start guide for MarketXLS new subscribers? (Video)

We have lots of videos that can help you use MarketXLS on our website. You can access these videos at ...
Read More

Will MarketXLS cause any changes to my computer hard drive?

No MarketXLS does not cause any changes to your computer's hard drive. It will only use a small bit of ...
Read More

Is the Software free from viruses and bugs?

Yes, we have put all software through a full virus scan. We also use quality control methods to test our ...
Read More

Which exchanges do MarketXLS cover?

The United Kingdom, the United States of America, and some markets in Europe too. Please visit our website for the ...
Read More

Does one need to be well versed with Python and VBA for accessing the templates?

No, you do not need any knowledge of Python or VBA to use MarketXLS ...
Read More

What are the different Add-ons available?

We have many add-ons. Please visit our website for latest list of add-ons. https://marketxls.com/ ...
Read More

Does MarketXLS have functions to predict future prices?

We do not offer forecasting at present. When you’re using our templates, you can see trends of your chosen stock ...
Read More

Can I also get the data of new IPOs?

Yes, we have data available for new IPO’s. The amount of data will vary depending on what is available from ...
Read More

Why do some functions give me NA or N/A instead of a value?

You may get N/A or NA when there is no information for a given stock. This may have many causes ...
Read More

Will your software use much of my hard disk space?

The amount of hard disk space you need on your computer/laptop is very small indeed. It is needed for some ...
Read More

Is there a limit on the number of stocks I can input in MarketXLS?

No, there is no practical limit to the number of stocks you use ...
Read More

The software on my laptop is slow. It’s taking a lot of time to work out the formulas in the templates?

The software has been tuned to work on even old versions of excel. There should not be a problem because ...
Read More

When I change the inputs. What should I do?

You can either decide to refresh only the selected (with your mouse) stocks or the entire stock set by clicking ...
Read More

Is data available on Mutual Funds and ETFs on the software?

Yes, we do offer data on both Mutual Funds and ETFs through MarketXLS. Please contact us at support@marketxls.com and we ...
Read More

If we purchase the software, do I get access to all the templates? Or I would have to buy them separately?

When you signup for a plan at MarketXLS, you will have enough templates free of cost to get you started ...
Read More

Does the software give data on US stocks only or are other countries’ stocks also included?

MarketXLS will work on the US, Canada, UK, EU, and Australian stock markets (Australian Exchange requires additional Barchart subscription for ...
Read More

What is the difference between MarketXLS and OptionXLS?

There is no difference in the underlying platform, it's just another sales channel ...
Read More

I need details on methods available at QuoteMedia (QM) to get different types of data

Please sign up on this QuoteMedia site to get all the information about the functions. https://support.quotemedia.com/support/signup. MarketXLS also offers articles ...
Read More

How can I get Indices data by using MarketXLS?

You can get the Indices data from this link - https://sites.fastspring.com/marketxls/product/qmquotestreatem_connectdata Check the option QM Indices Package ...
Read More

How can we get in touch for some online help?

You can get in touch with by booking an onboarding call on the below link https://calendly.com/marketxls/marketxls-on-boarding-call ...
Read More

Which plans include options price data?

The Pro Plus Plan offers options price data but it is delayed by 15 minutes. To get real-time options data, ...
Read More

What QuoteMedia (QM) functions are available to customers

Please sign up on this QuoteMedia site to get all the information about the functions. https://support.quotemedia.com/support/signup. MarketXLS also offers articles ...
Read More

What is the URL for managing my account?

You can manage your account using the below link, you will need your email and password. https://fastspring.com/ ...
Read More

Is market capitalization data available on MarketXLS?

Daily market capitalization data is available on our platform. You can use the "=Market Cap" function which is always current ...
Read More

Where does MarketXLS draw stock quote information from? Also, will there be an extra charge for the Options data?

We have multiple data sources like Quandl, Quotemedia, Barchart, Intrinio, and so on for stocks. We also source data from ...
Read More

Do you have Philippines stock data?

The Philippine stock market is not available at present. If there is enough interest in this market we will add ...
Read More

Does MarketXLS work on any version of Excel or is there a limit? Does MarketXLS work on Excel 2010?

Yes, MarketXLS works on all versions of Excel. It also works on older versions like Excel 2003 ...
Read More

Does MarketXLS provide an Excel function that returns historical adjusted close prices for stocks and ETFs, and is a Barchart data subscription required to use those functions?

Yes, MarketXLS provides the historical adjusted close prices. You have to use the "Custom Dates" button on the menu bar ...
Read More

What are the pre-requisites required for the templates?

To use MarketXLS template you need to have MS Excel installed (2003 or later version) and have subscription access to ...
Read More

How to uninstall and then re-install the latest version of MarketXLS?

Close ExcelGo to Control Panel, Add or remove programs Look for MarketXLS, select it and then click on uninstall Download ...
Read More

Do you have a trial pack available?

We don't do free trials, but we have a 30-day money-back guarantee on our annual plans. Also, we have monthly ...
Read More

What data is available on MarketXLS?

MarketXLS offers a lot of different financial data on stocks/options trading. We offer stocks-related functions that help users to keep ...
Read More

Can we refresh multiple excel spreadsheets & workbooks at the same time?

Yes, you can refresh multiple spreadsheets & workbooks by clicking the on Refresh All button from the menu ...
Read More

What is the date format for MarketXLS?

We use the following date format at MarketXLS -- YYYY-MM-DD ...
Read More

Does MarketXLS support CUSIP identifier?

We do not have CUSIP identifier at this moment ...
Read More

Does MarketXLS support preferred stocks?

We do support preferred stocks, try them like this OFG.P.D and PRE.P.F ...
Read More

When I am trying to log into my QM (Quote Media) account it is not getting authenticated

If you have got the Quote Media (QM) username and password applied, please check a few things: 1) Check if ...
Read More

How can I get excel templates for options pricing? What other templates are available at MarketXLS?

We have a comprehensive set of templates that can help you in your investment decision. This includes templates for Options ...
Read More

When I am trying to get some data on my spreadsheet, it gives me an error saying repair Excel/ #NAME? error/menu not visible/ functions not working/ License key not working

If you are getting errors on the functions or the license key, please watch this video on common troubleshooting issues: ...
Read More

What additional data bundles are offered at MarketXLS?

Here is the link for all data bundles available on MarketXLS: https://sites.fastspring.com/marketxls/product/qmquotestreatem_connectdata ...
Read More

How do I get the Option Data for European Exchanges?

We only support Options data for US/Canada (Canada additional Data). No European options data is available at this moment ...
Read More

I can’t access my Barchart username and password. Please help

Please note we do not have access to the user name and password information of the customers for Barchart. Please ...
Read More

How can I view and manage my account? Where can I find the details of my account?

You can manage your account using the below link. You will need your email and password to log in. https://marketxls.onfastspring.com/account ...
Read More

How can I use MarketXLS on a Mac?

This software only works on windows based Excel. We have many Mac users who generally use parallels (special software to ...
Read More

May I have the link for booking to get online support (on-boarding call)?

You can use the link below to book an on-boarding / online support call https://calendly.com/marketxls/marketxls-on-boarding-call ...
Read More

Can I use this on multiple machines?

MarketXLS License is floating by nature. This means that the license can itself be applied to any number of machines ...
Read More

How can I install the new version of MarketXLS?

Go to Control Panel, Add or remove programsLook for MarketXLS, select it and then click on uninstall Download the latest ...
Read More

Please share general information on MarketXLS and what services you offer?

MarketXLS has a complete website with lots of information and some great content. There is also a way for you ...
Read More

Which countries does MarketXLS offer stock exchange data for?

MarketXLS will work on the US, Canada, UK, EU, and Australian stock markets. Australian Exchange requires an additional Barchart subscription ...
Read More

How do I transfer my license to a new PC/Computer?

Please click on the MarketXLS menuClick the Settings/Help menu item next Choose Apply License Enter your License code Click on ...
Read More

How can I update my credit card details?

You can log on to the website with your username and password and update your credit card details. You can ...
Read More

How can I book a demo to learn about the different aspects of using MarketXLS?

Please use the link and book a demo. We will be happy to show you different features available on our ...
Read More

Technical Indicators – Meaning & Application

Technical Indicators' analysis is the study of historical data to estimate futuristic trends and fluctuations in the prices of stocks ...
Read More

Retirement Income Series: Find The Best Covered Call Option Using Marketxls

Background I like to sell covered calls against many of my stock positions. It’s a safe and easy way to ...
Read More

Short Albatross & Long Albatross Options Strategy

An albatross spread is an advanced options trading strategy used to obtain profits when the stock price is stable or ...
Read More

Stock Market Technical Analysis For Beginners

Introduction You might have come across the term technical analysis countless number of times. This word fascinates most of us ...
Read More

Put Ratio Spread

The Put Ratio Spread is a neutral strategy in options trading adopted by traders. The strategy involves buying a select ...
Read More

Marketxls New Release Version 9.3

Key Updates in this Release1. New Guru Screens FunctionsIn this release, we have added many advanced Guru Screen functions. Guru ...
Read More

Short Guts Options Strategy

A short gut strategy involves selling an In-The-Money (ITM) call option, and an In-The-Money put option of the same stock, ...
Read More

Esg Investing- Meaning, History, Strategies

Meaning Environmental, social and governance (ESG) investing is a strategy you can use to invest in companies that aim to ...
Read More

Long Guts Options Strategy

The long guts is a neutral strategy in options trading that involves the simultaneous buying of an in-the-money call option ...
Read More

Bull Put Options Strategy

A bull put spread options strategy consists of one OTM put and one ITM put option. The options trader buys ...
Read More

Algorithmic Trading – Overview, Strategies, Pros And Cons

Algorithmic trading is a way of executing orders using automated pre-programmed trading instructions or strategies. It attempts to leverage the ...
Read More

Bull Call Spread Strategy

A bull call spread is an options strategy that consists of buying a call option with a lower strike price ...
Read More

Married Put Options Strategy

A married put is a name given to an options trading strategy where an investor, holding a long position in ...
Read More

Investing In Cannabis Stocks & Cryptocurrencies

Cannabis Industry Introduction The cannabis industry consists of companies that either engage or support the development, research, distribution, and sale ...
Read More

Investing In Canadian Stocks & Etfs

Canadian Stock Exchange Canadian stocks altogether had a worth of $3.2 trillion as of December 2020, accounting for about 4% ...
Read More