Portfolio Page

ByMarketXLS Team
onTue Mar 21 2017
Updated Mon Dec 27 2021
Portfolio Management
Portfolio Page - MarketXLS

MarketXLS does all mentioned below plus much more…

Stream Live Stock Data or Refresh on Demand

Get Live quotes, Historical quotes, Fundamentals with more than 300 formulas

Historical Data

Get Professional-grade Historical Stock data in Excel. Use easy formulas like GetHistory(“MSFT”) or use a menu

Optimize your Portfolios

Manage and Optimize your stock portfolios with ease

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Screen Stocks that Make Money

Screen by returns, dividends, fundamentals, valuations,  and many more

Perform Technical Analysis like Pros

Get hundreds of inbuilt indicators or make your own. 

Ever growing list of Utilities, templates and models

Pre-made stock lists, symbol lookup, industry and sector classifications, Twitter integration, valuation models and more 

Global coverage with addons 

Buy data bundles as you need them as all versions allow integration of addons with other data partners like Quotemedia & Barchart. 

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Amazing Charts

Beautiful looking charts in your Excel that integrate with your Excel data sets

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Fanatical Personal Service & Community support

Always online, less than 12 hours reply, cherished community of customers and partners. Online knowledge-base and documentation.

Take your investing to the next level

Join thousands of investors like you getting advantage in the Markets

Interested in building, analyzing and managing Portfolios in Excel?
Download our Free Portfolio Template
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Call: 1-877-778-8358
Ankur Mohan MarketXLS
Welcome! I'm Ankur, the founder and CEO of MarketXLS. With more than ten years of experience, I have assisted over 2,500 customers in developing personalized investment research strategies and monitoring systems using Excel.

I invite you to book a demo with me or my team to save time, enhance your investment research, and streamline your workflows.
Implement "your own" investment strategies in Excel with thousands of MarketXLS functions and templates.
MarketXLS provides all the tools I need for in-depth stock analysis. It's user-friendly and constantly improving. A must-have for serious investors.

John D.

Financial Analyst

I have been using MarketXLS for the last 6+ years and they really enhanced the product every year and now in the journey of bringing in AI...

Kirubakaran K.

Investment Professional

MarketXLS is a powerful tool for financial modeling. It integrates seamlessly with Excel and provides real-time data.

David L.

Financial Analyst

I have used lots of stock and option information services. This is the only one which gives me what I need inside Excel.

Lloyd L.

Professional Trader

Meet The Ultimate Excel Solution for Investors

Live Streaming Prices in your Excel
All historical (intraday) data in your Excel
Real time option greeks and analytics in your Excel
Leading data service for Investment Managers, RIAs, Asset Managers
Easy to use with formulas and pre-made sheets