MarketXLS New Release 9.4.0

Release Date: August 12th, 2025

We are excited to announce the release of MarketXLS version 9.4.0. This update brings significant improvements to symbol compatibility, performance enhancements, and better data accuracy — all included for current subscribers at no additional charge.

This release is particularly valuable for users of Charles Schwab, Interactive Brokers, Fidelity, and Tastyworks/Tastytrade platforms, as we now provide symbol compatibility with their option formats. We highly recommend updating to this version for improved performance and accuracy.

Key Updates Summary

1. Enhanced Symbol Compatibility
   MarketXLS now supports symbol formats from Charles Schwab, Interactive Brokers, Fidelity, and Tastyworks/Tastytrade. Export your options account and use functions like =QM_stream_last directly without symbol conversion. New =OptionSymbolConvert function available for format conversion.
2. Updated Analyst & Earnings Functions
   Complete overhaul of analyst and earnings data functions with improved accuracy and expanded coverage.
   View complete guide
3. GetOptionChain Performance Fix
   Resolved issue with =QM_GetOptionChain returning expired options, significantly improving speed and returning only active options.
4. Improved Option Chain Consistency
   Option chain results now maintain consistent column sequencing regardless of ticker symbol for reliable lookups.
5. Enhanced ETF Functions
   Updated workflow for all =ETF prefixed functions. New =ETFHoldings function returns latest SEC holdings data.
6. Enhanced Earnings Functions
   Both =earnings_date and =earnings_time functions now accept an optional index parameter to retrieve historical and future earnings dates and timing (pre-market/post-market). Example with Microsoft (MSFT):
   • =earnings_date("MSFT", 0) → Returns the next earnings date
   • =earnings_date("MSFT", 1) → Returns the most recent past earnings date
   • =earnings_time("MSFT", 0) → Returns timing for next earnings (pre/post-market)
   • =earnings_time("MSFT", 1) → Returns timing for the most recent earnings
7. Website Dashboard Compatibility
   Any stock lists and watch lists you create on the MarketXLS website are now automatically available in Excel under the Watch Lists section.
8. Improved Greeks Calculation Accuracy
   Enhanced precision and reliability of Greeks calculations across all option types, delivering more accurate Delta, Gamma, Theta, Vega, and Rho values.
9. Connection Management Optimization
   Major updates to third-party connection management for improved speed and stability.

Performance & Accuracy Improvements

• GetOptionChain Fix → Only returns active options, much faster.
• Consistent Option Chain Columns → Same structure across tickers.
• ETF Functions Update → New =ETFHoldings with SEC filings.
• Greeks Accuracy → More precise Delta, Gamma, Theta, Vega, Rho.

Installation Instructions (Windows)

1. Close Excel completely.
2. Go to Control Panel → Add or Remove Programs.
3. Find MarketXLS, uninstall it.
4. Download the latest version: https://marketxls.com/software
5. Double click the downloaded file and follow instructions.

Windows Defender Notice:
If you see a warning, click More Info → Run Anyway. Ensure the publisher says “MarketXLS Limited”.

For Mac, Excel Online, or Office 365 Users:
No reinstallation needed. The update is already applied automatically.