Home MarketXLS
Dashboard MarketXLS
Screener MarketXLS
Options Profit Calculator MarketXLS
Stock Ranks MarketXLS
Spreadsheet Builder MarketXLS
Logout MarketXLS
Getting StartedHow to use MarketXLSRelease Notes

Marketxls New Release Version 9.2

Written by admin
Mon Sep 28 2020
See how MarketXLS helps you take advantage in the markets.
Download Option Templates →
 

Key Updates in this release

1

New Portfolio Analytics Functions

In this release we have added very advanced portfolio analytics functions. All these functions take a portfolio as an input and then return results. The results can be a number or result data table. 

A portfolio is essentially a range of cells that has the stocks in your portfolio and the corresponding proportion of stocks like shown below. 

The total of all the weights in the portfolio should need to be 100% for these functions to work. These portfolio functions should work for all US & Canadian stocks and ETFs.

The  range B3:C11 which is highlighted in the image below is what is the portfolio input. 

We have created a completely new category for portfolio functions. You should see this in the Excel’s functions browser. 

list of portfolio functions

In all these new functions a portfolio range is the first and the only required input. The default time period we use for all our calculations is 12 month and all the results are calculated with monthly returns. The number of periods can be modified by providing an optional integer value after the portfolio like shown below.

=monthlyReturns(“Portfolio Range”,18) will return monthly returns for 18 months.

We would recommend downloading the presentation for these functions and further details around calculations and inputs to these functions. 

Download the presentation here.

Download the Portfolio Template here.

Please also review some of these blog posts we have put together to explain the functions and associated calculations

Marketxls New Release Version 9.2

2

Stock News – Why is it Moving? and Why it Moved? 

We have partnered with Benzinga to deliver current and historical news functions in MarketXLS in this release. The news subscription is available as an additional optional addon data bundle and can be purchased from here.

We will provide more updates about this news addon in coming days.

Download the MarketXLS news template here

3

New Templates

We have curated some user generated new templates. If you also have some MarketXLS Template which you want to share with the community, please contact us here.

You can download these templates from the link below.

Portfolio Analytics Template

Options Filtering Template

Options History Template

Real-time Options tracking Template

Short Analysis Template

New Template (requires Benzinga’s new Addon for MarketXLS. See here)

4

Other updates and fixes

We have worked on and have fixed many issues like following

1) Optimizations in Refresh algorithms

2) Quick stock chart optimizations

3) Other items as reported in the helpdesk.

5

What are we working on for the next release

We are working on the following on the new upcoming release.

1) Integration with Interactive Brokers to be able to download portfolio

2) More updates on the Benzinga’s news functions

3) New stock chart functions

4) New template for Technical Indicators like MACD, Stochastic and many more

Interested in building, analyzing and managing Portfolios in Excel?
Download our Free Portfolio Template
Download Option Templates
Stock screens
Public saved screens

Top 100 Gainers Today

Top 100 losers Today

Call: 1-877-778-8358
Ankur Mohan MarketXLS
I am so happy you are here. My name is Ankur and I am the founder/CEO of MarketXLS. Over the past four years, I have helped more than 2500 customers to implement their own investment research strategies and monitoring systems in Excel.
Implement “your own” investment strategies in Excel with thousands of MarketXLS functions and starter sheets.
Get started today
Search for a stock

Get Access to 1 Billion Usable Market data points IN YOUR EXCEL SHEETS WITH EASY TO USE EXCEL FUNCTIONS

Get started today

Top MarketXLS Rank stocks

Oppenheimer Holdings Inc. Class A (DE) logo

Oppenheimer Holdings Inc. Class A (DE)

41.03
 
USD
 
0.28
 
(0.69%)
79
Rank
Optionable: Yes
Market Cap: 417 M
Industry: Capital Markets
52 week range    
28.41   
   52.20
Dick's Sporting Goods Inc logo

Dick's Sporting Goods Inc

121.69
 
USD
 
2.71
 
(2.28%)
79
Rank
Optionable: Yes
Market Cap: 8,484 M
Industry: Specialty Retail
52 week range    
63.45   
   130.67
Buckle Inc. (The) logo

Buckle Inc. (The)

44.04
 
USD
 
0.87
 
(2.02%)
79
Rank
Optionable: Yes
Market Cap: 2,025 M
Industry: Apparel Stores
52 week range    
26.50   
   51.55
Best Buy Co. Inc. logo

Best Buy Co. Inc.

81.23
 
USD
 
-1.16
 
(-1.41%)
79
Rank
Optionable: Yes
Market Cap: 17,020 M
Industry: Specialty Retail
52 week range    
60.79   
   116.00
Group 1 Automotive Inc. logo

Group 1 Automotive Inc.

190.65
 
USD
 
-0.17
 
(-0.09%)
78
Rank
Optionable: Yes
Market Cap: 2,777 M
Industry: Auto & Truck Dealerships
52 week range    
136.16   
   212.23
Big 5 Sporting Goods Corporation logo

Big 5 Sporting Goods Corporation

12.84
 
USD
 
0.17
 
(1.34%)
78
Rank
Optionable: Yes
Market Cap: 301 M
Industry: Specialty Retail
52 week range    
10.23   
   26.39
Community Trust Bancorp Inc. logo

Community Trust Bancorp Inc.

47.78
 
USD
 
0.58
 
(1.23%)
77
Rank
Optionable: Yes
Market Cap: 836 M
Industry: Banks - Regional - US
52 week range    
39.10   
   47.91
Vail Resorts Inc. logo

Vail Resorts Inc.

265.72
 
USD
 
9.84
 
(3.85%)
76
Rank
Optionable: Yes
Market Cap: 9,758 M
Industry: Resorts & Casinos
52 week range    
201.91   
   348.42
Hibbett Sports Inc. logo

Hibbett Sports Inc.

68.19
 
USD
 
-1.51
 
(-2.17%)
76
Rank
Optionable: Yes
Market Cap: 831 M
Industry: Specialty Retail
52 week range    
39.58   
   90.50
Guess? Inc. logo

Guess? Inc.

20.18
 
USD
 
0.20
 
(1.00%)
76
Rank
Optionable: Yes
Market Cap: 1,057 M
Industry: Apparel Stores
52 week range    
14.27   
   25.27

More Features