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Basics

MarketXLS New Release Version 9.3.2

Written by Meesha Ghedia
Mon Aug 30 2021
New Version
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New Version
 

1. New Mutual Fund Data

We have acquired new mutual fund data which means that all functions that rely on historical pricing and calculations like close historicals, “x_day high”, stock return, YTD return, moving averages, etc. will immediately start working for mutual funds.

The portfolio analytics and management module have immediately started supporting mutual funds in your portfolio.

Mutual Fund Data will be updated every morning at 1 am EST.

Mutual-funds

2) Updates to the Credentials Saving Mechanism

We have made some updates to the MarketXLS credentials settings. Our engineers have worked on it so it saves your credentials and you won’t have to input them repeatedly. If you had any problem with losing the settings form, they should all be fixed. Thank you for your continuous support and patience.

Credentials

3) Cash Component in Portfolio Analysis Module

We have updated our portfolio analysis module so that cash can be one of the components of your portfolio. All analytics around the portfolio management module can now accommodate any liquid cash component.

Please use the keyword “LiquidCash” as one of the components while creating the portfolio. Refer to the image below.

Portfolio Analysis

 

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Top MarketXLS Rank stocks

Oppenheimer Holdings Inc. Class A (DE) logo

Oppenheimer Holdings Inc. Class A (DE)

42.74
 
USD
 
1.08
 
(2.59%)
85
Rank
Optionable: Yes
Market Cap: 451 M
Industry: Capital Markets
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28.41   
   50.14
Midland States Bancorp Inc. logo

Midland States Bancorp Inc.

27.57
 
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0.66
 
(2.45%)
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Optionable: No
Market Cap: 589 M
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Kroger Company (The) logo

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48.41
 
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-0.78
 
(-1.59%)
83
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41.82   
   62.78
Ingles Markets Incorporated Class A Common Stock logo

Ingles Markets Incorporated Class A Common Stock

100.76
 
USD
 
-0.34
 
(-0.34%)
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Amdocs Limited logo

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1.13
 
(1.27%)
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Tecnoglass Inc. logo

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30.37
 
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1.37
 
(4.72%)
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Interpublic Group of Companies Inc. (The) logo

Interpublic Group of Companies Inc. (The)

34.46
 
USD
 
0.10
 
(0.29%)
81
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Guess? Inc. logo

Guess? Inc.

20.71
 
USD
 
-0.05
 
(-0.24%)
81
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   25.27
Bristol-Myers Squibb Company logo

Bristol-Myers Squibb Company

80.88
 
USD
 
0.60
 
(0.75%)
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   81.44
Best Buy Co. Inc. logo

Best Buy Co. Inc.

86.47
 
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