Uncover the potency of cutting-edge options trading analytics with MarketXLS in this enlightening video. Take a deep dive into innovative, user-influenced features tailored to decipher vital trading metrics and propel better, data-backed trading decisions. Glean the market for unconventional options, volume, and open interest. Delve into unique option opportunities and scan utilizing the underlying ticker of your preference.

Unusual Options Activity Scanner

<h2>Basic Stock Information</h2><ul><li class="ql-indent-1">Current Stock Price: <code>Last(ticker)</code>Returns the latest price for the specified stock ticker</li><li class="ql-indent-1">Example: For MSFT at $422.37</li><li class="ql-indent-1">ATM Strike Price: <code>StrikeNext(ticker, 0)</code>Identifies the nearest strike price</li><li class="ql-indent-1">Example: For MSFT, strike of $422.50</li><li class="ql-indent-1">Expiration Date: <code>ExpirationNext(ticker, 0)</code>Determines the next option expiration date</li><li class="ql-indent-1">Time to Expiration: <code>ExpirationDate - TODAY()</code></li></ul><h2>Option Symbol Generation</h2><ul><li class="ql-indent-1">Call Option: <code>OptionSymbol(ticker, strike, "Call", expDate)</code>Creates the symbol for the ATM call option</li><li class="ql-indent-1">Example: MSFT 422.5 Call</li><li class="ql-indent-1">Put Option: <code>OptionSymbol(ticker, strike, "Put", expDate)</code>Creates the symbol for the ATM put option</li><li class="ql-indent-1">Example: MSFT 422.5 Put</li></ul><h2>Implied Volatility Calculation</h2><ul><li class="ql-indent-1">Call IV: <code>opt_ImpliedVolatility(ticker, callPrice, expDate, "Call", strike, 0.05)</code>Calculates implied volatility for the call option</li><li class="ql-indent-1">Example: MSFT Call IV = 0.318185</li><li class="ql-indent-1">Put IV: <code>opt_ImpliedVolatility(ticker, putPrice, expDate, "Put", strike, 0.05)</code>Calculates implied volatility for the put option</li><li class="ql-indent-1">Example: MSFT Put IV = 0.295719</li><li class="ql-indent-1">Average IV: <code>AVERAGE(CallIV, PutIV)</code>Combines call and put IV for a balanced measure</li><li class="ql-indent-1">Example: MSFT Average IV = 0.306952</li></ul><h2>Expected Move Formula</h2><pre class="ql-syntax" spellcheck="false">Copy
Expected Move = CurrentPrice × AverageIV × √(DaysToExpiration/365)
</pre>In Excel format:<pre class="ql-syntax" spellcheck="false">excel
Copy
=Last(ticker) * AVERAGE(CallIV, PutIV) * SQRT(DTE/365)
</pre><h2>Example Calculation</h2>For Microsoft (MSFT):<ul><li>Current Price: $422.37</li><li>Days to Expiration: 2</li><li>Average IV: 0.306952</li><li>Expected Move: $9.5969</li></ul>This means the stock is expected to move up or down by approximately $9.60 before expiration.<h2>Notes</h2><ul><li>All prices should be current market prices</li><li>The 0.05 in the implied volatility calculation represents the risk-free rate</li><li>The calculation uses calendar days, not trading days</li><li>The expected move is symmetrical (same magnitude up or down)</li></ul>

Calculating Expected Stock Movement with MarketXLS: A Comprehensive Guide

This Market XLS template is designed to assist you in experimenting with all the Real Time Information (RTI) functions available within Market XLS. These functions primarily gather real-time data streams stored in your Excel's memory, following which, they perform a detailed analysis. For a comprehensive understanding of how these functions are structured and operate, we recommend visiting the blog post linked below. The analysis results are then presented in a distinct format based on the processed data. https://marketxls.com/rti-functions-stock-data-analytics-in-excel-with-latest-real-time-intelligence-functions There is also a video recording available for your webinar.https://www.youtube.com/watch?v=NX-7UXklIaQ

Real-time Indicator Functions  = RTI functions (Template) 

This sheet processes volume and price data, utilizing AI capabilities to generate predictions for the upcoming 12 days. Subsequently, it compiles these insights into an index that provides you with a forecast. The prediction includes the present day, an analysis of the 14 previous days, and a projection extending 4 days into the future. All the data is institutional and update automatically

Forecasting the Index Level for the Upcoming Four Days

This template delivers a comprehensive, real-time data and unusual option volume for options on US stocks. It harnesses the versatile capabilities of Excel, enabling you to store, dissect and accentuate valuable data with ease. Notably, MarketXLS offers you the flexibility to amalgamate diverse data types, thus enabling the creation of a unique and insightful dashboard that is unparalleled by any existing broker platforms.

Template for Accessing Real-Time Data on US Stock Option Bids, Greeks, Open Interest, and Unusual Option Volume Data in Excel

This is a comprehensive NAS100 stocks tracking template designed to monitor the performance of various stocks over a specific time duration. It provides insights on the stock's latest trends, whether they are making advances, declining, or predicting their prospective trends. For instance, it presents data starting from June 1 to June 20. Each date displays the NASDAQ 100 index value on that day; for example, the NDX was at 19902 on the 20th of June. Stock performance is also represented within specific categories: Rising trends, slowing growth and a short-term decline. Each category shows the corresponding percentage values and further break down fragmenting into the top 100 and top 14 stocks for better understanding. Moreover, it also includes key statistical data from 14 heavily weighted stocks (top 14), providing a deeper understanding of their performance over time. The template shows each stock's trend and its percentage weight in the index. The tracker includes major companies like Apple Inc., Microsoft Corporation, Amazon.com Inc., NVIDIA Corporation, Meta (Facebook Inc.), Alphabet Inc (both GOOGL and GOOG), Tesla Inc., Broadcom Inc., and PepsiCo Inc. For every company, the tracking tool lists the stock's current weighting and trend. Then, using arrows, it shows whether the stock has been in a rising trend (↑) or a declining (↓) trend from May 31 to June 20. This template is an excellent resource for comprehensive, at-a-glance information about the most influential NAS100 stocks and their performance over time.

NASDAQ 100 Movement Tracker: Insight on Advancers and Decliners

This template helps the user to compare the prices of cryptocurrency across various exchanges.

Comparison of prices of cryptocurrencies across exchanges

Obtain a comprehensive options chain that meticulously organizes put options on one side and call options on the other, facilitating a clear and efficient comparison between the two. Supplement this data with valuable indicators like the put-call ratio and the open interest (OI) ratio. These ratios serve as key measures of market sentiment and can provide insights into investors' expectations of future price movements. For an even more granular study, capture critical price details, like the last traded price, the ask price, and the bid price. These figures can lend perspective on the market's supply-demand dynamics and unveil potential trading opportunities. Additionally, examine the implied volatility (IV), a predictive factor that gives a sense of the likelihood of price fluctuations. Paired with the associated Greek values that measure the sensitivity of the option's price to various factors, this information can help in devising sophisticated trading strategies. Acquiring and analyzing such a detailed set of data about options helps traders to make well-informed decisions based on a deep understanding of the market. This, in turn, can maximize profits, minimize losses, and greatly improve overall trading performance.

Option Chain Excel Sheet (SPY Example)

The 'Annual Financial Snapshot Template' is a comprehensive template designed to provide a detailed overview of a company's financial metrics over a five-year period. This template is flexible and user-friendly, allowing you to easily switch to analyze different stocks by changing the 'Ticker' and then pressing the 'Refresh All' button. Key Features:1. Financial Metrics: This section presents vital financial metrics such as Total Sales, Sales Growth, Gross Profit Margins, EBITDA Margins, EBIT Margins, Net Profit Margins, Earnings Per Share, EPS Growth, Dividend Per Share, and DPS Growth. These metrics give you a deep insight into the company's financial health and performance.2. Financial Ratios: The template provides key financial ratios including Price to Earnings (P/E), EV/EBITDA, EV/Sales, Price to Book Value, Return on Equity (ROE), Return on Capital Employed (ROCE), and Dividend Yield. These ratios help you assess the company's valuation, profitability, and financial stability.3. Company Information: You can also find essential company information such as the MarketCap, Sector, Industry, Insider Holdings, Institutions Holdings, and Dividend Yield. This data offers valuable context for your analysis.4. Cash Flow Analysis: This section includes critical cash flow metrics like Operating Cash Flow Ratio, Asset Efficiency Ratio, Current Liability Coverage Ratio, Long Term Debt Coverage Ratio, and Interest Coverage Ratio. These metrics assist in evaluating the company's cash flow management and financial strength. The 'Annual Financial Snapshot Template' is a powerful tool for investors, analysts, and financial enthusiasts. It simplifies the process of analyzing a company's financial performance and enables users to make informed investment decisions. Whether you're tracking historical trends, evaluating key ratios, or conducting in-depth financial analysis, this template provides the necessary data at your fingertips.

Annual Financial Snapshot Template

The "MarketPulse Dashboard" is a cutting-edge portfolio analysis instrument, specifically crafted to offer a detailed, in-depth examination of the performance of a vast array of exchange-traded funds (ETFs) to its investors. This is a breakdown of the dashboard’s features: 1. ETF Snapshot: The dashboard displays the day's performance metrics of prominent indices and ETFs, providing an immediate interpretation of pertinent market trends. It includes the day's price, rate of change, and a snapshot of volatility and volume, furnishing investors with a quick visual summary of the market activities.2. Historical Performance Metrics: The dashboard offers a spectrum of historical data points spanning multiple timeframes such as 1-week, 4-week, 2-day, 7-days, 30-days, 6-months, and 1-year, delivering a valuable timeline of performance and trending patterns.3. Volatility and Risk Indicators: Key metrics such as standard deviation and beta are incorporated to measure the volatility and systematic risk of each ETF compared to the overall market, assisting investors in gaining a better understanding of each investment's risk-return profile.4. Volume Statistics: Trading volume statistics are readily provided as an indication of liquidity and investor interest, enhancing the data with daily volume averages over multiple periods.5. Dividend Information: The dashboard also furnishes information about dividend yields, providing valuable insights into the income-generating potential of the ETFs.6. Categorical Breakdown: ETFs are systematically categorized by sectors and styles, such as small-cap growth or value, enabling investors to examine performance from a market segment perspective. To its users, this dashboard is a potent analytical tool that affords the equivalent of a financial analyst's insights at their disposal. The information it delivers is critical for strategizing, such as reorganizing a portfolio, identifying growth prospects, or understanding sector advantages and disadvantages within the broader market landscape. It offers significant utility for illustrating a diversified portfolio's allocation and performance trajectory over time and for juxtaposing the past and present performances of various market components. This dashboard incorporates essential metrics like value at risk, portfolio volatility, and the efficient frontier, granting investors access to sophisticated analytical capacities formerly reserved for portfolio managers. By democratizing complex analytics, this dashboard empowers investors to make insightful decisions that align perfectly with their financial aims and risk acceptance levels.

MarketPulse Dashboard

This is a meticulously designed real-time Relative Strength Index (RSI) calculator built in Excel. Primarily crafted to provide real-time RSI data, the tool utilizes the live streaming price of Microsoft Corporation (MSFT) stock along with its historical prices. The calculator is structured with the following elements: 1. Date: It records the specific dates, including the current date and historical dates going back a certain period. 2. MSFT-Close: This column records the closing prices of the MSFT stocks on corresponding dates. 3. Current RSI: It computes the dynamic RSI values using TFL_RELATIVESTRENGTHINDEX formula from MarketXLS for each respective date. 4. Right Now specifics: The data field marked 'Right Now' presents the real-time computed RSI value for the current MSFT stock price. 5. Today's Date: This cell displays the date as per the current day. 6. Symbol: This is where the stock ticker symbol, such as 'MSFT' for Microsoft Corporation, is entered. 7. Current Real Time Price: It shows the current live trading price of the mentioned stock. In essence, this Excel template grants you the ability to calculate the RSI in real-time, facilitating judicious and informed stock trading decisions.

Real-time RSI calculator excel

This is an Excel function that efficiently filters a comprehensive options chain based on designated strike prices and expiration dates. After processing, the function yields a list of options custom-fit to match specified conditions. The function is as follows: =QM_OptionChainFilter("MSFT","strike_min","strike_min","expiration_min","expiration_max") example =QM_OptionChainFilter("MSFT",250,350,"2023-11-24","2023-12-25") for example This targeted filtering system enables retrieval of Option Chain information, including symbol string, changes in performance, percentages of change, opening, high, low, previous close figures, ask, bid size, ask size, contract volume, and dates for last trade and last quote.

Option Chain Filtering Function in Excel using MarketXLS

This template is a powerful tool designed to extract real-time option chain data and related statistics for ^SPX from various market sources, directly into your Excel sheet. It provides a quick and efficient way to track and analyze the performance of ^SPX, making it an indispensable resource for both novice and experienced traders. The template displays a variety of information such as Put/Call Vol Ratio, Current Price, Put/Call OI Ratio, and the option to choose Expiration Dates, including the next 8 expiration dates. This crucial data helps users make informed decisions by providing insights into the expected price volatility of options, open interest, and other essential parameters. At a deeper level, the template supplies detailed data of both Call and Put options, which includes Last Bid, Ask, Volume, Implied Volatility, Open Interest, Delta, Gamma, Theta, Vega, and Rho. All these can be further analyzed for various strike prices. User interaction is also catered for; necessary inputs can be made at designated points for customization according to individual trading strategies. In essence, this template provides a comprehensive, real-time view of ^SPX option chain data, serving as a valuable tool for market analysis, strategy development, and decision-making in the financial trading world.

^SPX Real time Option Chain with SPXW

This table compiles detailed information on stock trading transactions. Each transaction is numbered for sequential tracking. The date field represents the day the transaction took place, while the 'Transaction Type' indicates if the action was a purchase ('Buy') or a sale ('Sell') of shares. Company-specific transactions are identified by their 'Ticker' names. The 'Nr. of shares' represents the number of units bought or sold in the transaction.'Transaction Price Per Share' details the price of each unit at the time of the transaction, and the 'Transaction Fees' field includes any additional charges incurred during the transaction. The 'Stock Split Ratio', if applicable, details any stock splits during this period. 'Previous Units' and 'Cumulative Units' track the amount of shares held before and after the transaction respectively.The 'Transaction Value' represents the total cost of the transaction, including fees, and is based on the number of shares and the transaction price per share. 'Previous Cost' tracks the total cost of owning the shares prior to the transaction, and the 'Cost of Transaction' displays the new total after the transaction has been completed. 'Cumulative Cost' shows the ongoing total cost of all transactions.'Avg Stock Price' presents an average price for the stocks, a helpful metric for monitoring investment performance. The 'Gains/Losses from Sale &amp; Div Realized' field illustrates any financial gains or losses accrued from the sale of shares or dividends. The 'Realized Gains/Losses %' evaluate how effective the investment has been in terms of percentage change.In addition to the above, the spreadsheet also covers the market value of the entire stock portfolio and the unrealized gain or loss percentage. This lets the investors quickly gauge the current worth of their portfolio in the market, as well as any potential gains or losses that haven't been realized yet through sales. Therefore, this stock portfolio tracking spreadsheet provides a comprehensive rundown of an investor's investment journey and performance.

Stock Portfolio Tracking Spreadsheet

The comprehensive data set presented offers a meticulous study of TSLA's quarterly revenue trends from the second quarter of 2017 up to the third quarter of 2023. The data explicitly includes the revenue accrued within each quarter, the final date of the quarter, and the corresponding stock price. Furthermore, dating from the second year onwards, a calculation of the trailing twelve months' (TTM) revenue has been provided. To illustrate, as of June 30, 2017, TSLA's revenue was recorded at a significant amount, commensurate with a distinct stock price. Fast forward to September 30, 2023, the revenue had escalated to a hearty sum alongside a specified stock price level. This chronological overview unveils patterns in revenue and price trends pertinent to the years under inspection. A chart, titled "Comparative Analysis of Price Vs Revenue," delivers a holistic portrayal of these tendencies, with the graphical representation serving as a potent tool in fully capturing the fluctuation in TSLA's revenue growth and stock price over the designated period. For investors, this rigorous data structure yields considerable relevance. It unveils not just the financial growth and overall stability of TSLA throughout a lengthy period but also unravels the intricate interplay between the company's revenue and stock price. By examing the revenue fluctuations alongside the attendant stock price changes, investors can make knowledgeable consternations about buying, disposing of, or holding the stock. Further, by monitoring the revenue trajectory, they can potentially prognosticate future expansion potential, thereby facilitating strategic planning. Essentially, this all-embracing analysis is key in formulating investment strategies and financial planning, thus equipping investors with the necessary tools to maneuver through the capricious landscape of stock market investments with heightened confidence.Even though the data pertains specifically to TSLA, this in-depth analysis can be replicated for any stock as an investment. Understanding the complicated nexus among a company's revenue, stock price, and overall financial well-being is integral to fruitful investing. By employing a data-rich approach, investors can forge judicious decisions that are congruent with their financial aspirations. Please note, even though we've used TSLA as an example, this analytical blueprint is universally applicable and effective for all stocks. The objective is to help investors leverage comprehensive data to make informed decisions and build robust strategies.

Comparative Analysis of Price Vs Revenue

Portfolio Analytics allows for a comprehensive, in-depth examination of a portfolio's performance, enabling investors to make informed and strategic decisions. This tool provides an array of key indicators such as Wealth Index, Sortino Ratio, Monthly Returns, and Drawdowns, providing valuable insight into the financial health and risk management of the portfolio. Furthermore, Portfolio Analytics efficiently tracks the weightings of various stocks within a portfolio and their value on specific dates. This is illustrated with stocks like Microsoft (MSFT), Apple (AAPL), General Electric (GE), Enphase Energy (ENPH), Tesla (TSLA), American Airlines (AAL), Boeing (BA), NIO Inc (NIO), and Visa (V), each represented with a specific percentage of stock weight and value at given timeframes. Essential metrics like Value at Risk, Portfolio Volatility, and Positive Period are also part of this analysis, each of them contributing to a more thorough understanding of portfolio performance. Central to this analysis is the Efficient Frontier Chart Report. This visual representation provides an idea about the best possible return that can be achieved for a set level of risk. It also aids an investor in selecting a portfolio with optimal risk-reward characteristics. The data also includes key risk and performance measures like the Compound Annual Growth Rate (CAGR), Portfolio Beta, Treynor Ratio, Sharpe Ratio; and Maximum Drawdown, providing the full detail of return rate in relation to the risks taken. Importantly, potential investors could see the results of an optimized allocation model, which is demonstrated here by the AIPortfolioOptimize results. This kind of detailed Portfolio Analytics is a powerful tool for both portfolio managers and individual investors, providing unparalleled insights into portfolio performance, risk, and potential returns. Armed with this knowledge, they can make well-informed decisions about portfolio adjustments and strategy.

Portfolio Analytics 

The Option Chain Matrix is a comprehensive, in-depth tool for traders and investors that provides them with detailed information about the bid offerings for specific expiration dates on various financial assets. This can assist them in making informed financial decisions.Let me present a detailed description with an example. In this example, the Matrix is set up to display bid values for a wide range of expiration dates. These dates, starting from 2023-11-10 and ending on 2024-03-15, are listed horizontally across the top of the matrix. The column below each date shows the corresponding bid prices at different strike prices (ranging from 130 to 260).Moreover, the "DTE" row represents 'Days to Expiration' - which indicates the remaining days until the date of expiry arrives. The "WeekDay" row with the number 5 signifies that all the expiration dates fall on a weekday.For each expiration date, the listed bid prices reflect the premium an investor would have to pay for each option contract at different strike levels, ranging from 130 to 260. For instance, if you take a look at the expiration date 2023-11-24, the bid prices increase as the strike prices increase - indicating how much an investor should expect to pay in premiums for these options.Notably, some of the bid values are marked in bold, highlighting the strong bids for those particular expiration dates and strike prices.In addition to the listed bid values, the opportunity to add additional trading information is also available with this matrix. You can include Delta, IV (Implied Volatility), and costs to open a trade, as per your requirements, which enables users to get a quick glance at a multitude of important trading data in one place.

Option Chain Matrix

The QM_List functions provide a robust method for extracting data from the Quotemedia’s API. They offer a wide array of applications, typically returning the results in a structured, table-like form.For instance, should you wish to retrieve intraday history data for a certain symbol, you could utilize a QM_List function in the manner shown below:<code>=QM_List("getIntervals", "symbol","MSFT", "interval","5")</code>In the event you required data from a specific interval, the following applications would become relevant:<code>=QM_List("getIntervals", "symbol","MSFT", "interval","5","start","2020-03-18")</code>&nbsp;This function will obtain all data from March 18th, 2020.<code>=QM_List("getIntervals", "symbol","MSFT", "interval","5","start","2020-03-18","end","2020-04-15")</code>&nbsp;This function will fetch all data between March 18th, 2020 and April 15th, 2020.Please adhere to the “YYYY-MM-DD” format for dating. Additionally, the symbol can also be an option symbol, provided it is yet to expire.Thus, the structuring of a QM_List function may appear as:<code>=QM_List("Method Name", "Parameter1", "Parameter Value 1",&nbsp;"Parameter2", "Parameter Value 2",......,"Parameter N", "Parameter Value N")</code>Please refer to the examples listed below for a swift means of accessing the EOD History:To fetch a month's history, apply this function: <code>=QM_List("getHistory","symbol","AAL")</code>To extract history from a specific starting date, make use of this function: <code>=QM_List("getHistory","symbol","AAL","start","2019-02-15")</code>To obtain historical data from a certain starting date till an end date, apply this function: <code>=QM_List("getHistory","symbol","AAL","start","2019-02-15", "end","2020-05-25")</code>Note: The availability of QM_List methods is contingent upon the data package you have procured from Quotemedia. For instance, only those with the Options data package will have access to options-related methods.The QM_List function, and its counterpart qm_listDynamic function, can be used to sieve through options contracts. This is particularly useful given that a single stock option could potentially have thousands of contracts. These functions can be used to filter out specific options:Here is how to retrieve all options for AAL expiring between July 19th, 2020 and September 18th, 2020: <code>=QM_List("getOptionchain","symbol","AAL","expireMin","2020-07-19","expireMax","2020-09-18")</code>If you want the options with a minimum strike price of 12: <code>=QM_List("getOptionchain","symbol","AAL","expireMin","2020-07-19","expireMax","2020-09-18","strikeMin",12)</code>If you wish to set a range for the strike price, say, between 12 and 14: <code>=QM_List("getOptionchain","symbol","AAL","expireMin","2020-07-19","expireMax","2020-09-18","strikeMin",12,"strikeMax",14)</code>If you want to exclude zero volume contracts and only get options yet to expire: <code>=QM_List("getOptionchain","symbol","AAL","expireMin","2020-07-19","expireMax","2020-09-18","strikeMin",12,"strikeMax",14,"inclExpired","false","inclZeroVol","false")</code>If you only need put options: <code>=QM_List("getOptionchain","symbol","AAL","expireMin","2020-07-19","expireMax","2020-09-18","strikeMin",12,"strikeMax",14,"inclExpired","false","inclZeroVol","false","callput","put")</code>To retrieve the entire history of an options contract: <code>=QM_List(“getHistory”,”symbol”,”@AAL 200717P00018000″,”start”,”2001-01-01″)</code>

How to use QM_List function to get OptionChain and Interval Data

This is a comprehensive Rollover Option Strategy Template specifically designed for trading in stock options. The stocks are based on any underlying equity, annotated in this example as 'AAPL', trading at a given price (e.g., 176.65). The template strategically highlights the current short position of an options trader and clearly delineates parameters such as the Option Symbol, Underlying Stock, Dates till Expiry (DTE), Option Type, Strike Price, Expiry Date, Bid/Ask price, Delta (∆), Theta (Θ), Dollar Change (∆$), Total proceeds from the option trade ($Proceeds), and Daily Dollar Change ($/Day). For instance, the current position row shows a 5-day till expiry Put Option for AAPL with a strike price of 175, expiring on 10th November, with a -0.36 delta indicating it moves in the opposite direction to the underlying stock. Total proceeds from this option amount to 134 dollars, with a daily rate of 25 dollars.The template also excellently outlines potential rollover options for subsequent Fridays, targeting a roll over to a strike price of 280. It provides a list of Rollover Candidates for AAPL with different expirations dates and calculates their potential proceeds and daily rates accordingly, aiding traders in selecting an optimal rollover strategy. Each candidate is gauged using the same parameters as the current positions, allowing for a straightforward comparison. This template serves as a valuable decision-support tool, enabling traders to systematically identify and execute the most beneficial rollover strategies. It offers a tactical approach to expand and sustain trading success within the realm of stock options.

Options Rollover Strategy Example Template

This is a comprehensive and dynamic stock portfolio management template. It conveniently consolidates multiple investment accounts into a single easy-to-understand spreadsheet. This unique tool is a robust system to keep track of all your stock investments, providing detailed insights, including Purchase Date, Purchase Price, Quantity, Cost, and Current Value. Moreover, it analyzes your stock's performance using real-time data from <a href="https://marketxls.com/portfolio-manager" rel="noopener noreferrer" target="_blank">MarketXLS.com</a> by reflecting changes triggered by market fluctuations instantly. This efficacious consolidation results in a highly organized view of your overall portfolio, including the gains/losses, daily changes, and performance indicators like 7Day, 30Day, QTD, YTD, and Annual Gain/Loss %. It offers tracking for an extensive range of data, including stock performance compared to yearly highs and lows, averages over 50 and 200 days, and the difference between the stock’s annual purchase price and current price. Furthermore, it offers insights on profits/losses, tracking these variables live and illustrating how a portfolio's worth has evolved over time. This level of data analysis provides a panoramic view of your investments, assisting in strategic decision-making for potential stock purchases, sales or holds, thus making it a must-have tool for any astute investor.

Portfolio Tracker Excel Spreadsheet

<h2>This is an Excel template designed for financial trade tracking, particularly focusing on options trading for specific underlying assets. Its core function is to track and analyze key trading parameters for specific stocks, in this case, the American Airlines Group Inc. - AAL. </h2>

In-use, one can input various data, such as the 'Underlying Price', 'Volume', 'Calls (Gamma Exposure)', 'Puts', and '%', to track the company's stock trading interactions. It also provides a provision for inputting data on 'Support & Resistance' levels, along with the respective 'Call Put Volume/Open Interest'. All these inputs enable the user to track and analyze the performance and trends associated with the concerned stock.

A trader would find this template useful for several reasons. Firstly, it summarizes metrics such as price, gamma exposure, support and resistance levels, and call-put volume and open interest, hence enhancing trading efficiency. Secondly, it aids in making guided decisions by identifying key performance indicators like the underlying price, volume, and strike difference. Moreover, it allows for timely monitoring of any changes in these parameters, which is crucial in a dynamic market environment. Lastly, using this template can reduce the probability of errors that may occur when tracking these metrics manually, thus ensuring more accurate trading operations. 

For instance, with AAL, this template charts and tracks the underlying price for options, which currently stands at 11.4 with a call gamma exposure of 18,769,090 and puts at -5,507,477. It shows the support & resistance at given levels and the associated volumes. The Call and Put volumes along with open interest are also recorded. This is vital in predicting market trends and making informed trading decisions.

Gamma Exposure (GEX) Template

<h2>This is an Excel template designed for financial trade tracking, particularly focusing on options trading for specific underlying assets. Its core function is to track and analyze key trading parameters for specific stocks, in this case, the American Airlines Group Inc. - AAL. </h2>

In-use, one can input various data, such as the 'Underlying Price', 'Volume', 'Calls (Gamma Exposure)', 'Puts', and '%', to track the company's stock trading interactions. It also provides a provision for inputting data on 'Support & Resistance' levels, along with the respective 'Call Put Volume/Open Interest'. All these inputs enable the user to track and analyze the performance and trends associated with the concerned stock.

A trader would find this template useful for several reasons. Firstly, it summarizes metrics such as price, gamma exposure, support and resistance levels, and call-put volume and open interest, hence enhancing trading efficiency. Secondly, it aids in making guided decisions by i

Beta Calculation Excel template that simplifies the process of beta calculation, making it easy for investors to retrieve the necessary data and perform the necessary calculations.

The Binomial Option Pricing Model is a mathematical model used to price options, based on the assumption that the underlying asset can take only two possible values at each point in time. It uses a tree structure to represent possible asset price movements over time, assigning probabilities to each branch and calculating expected values at each node. The model is a flexible alternative to the Black-Scholes model.

The Volatility Calculator is an intuitive and powerful tool designed to help traders and investors analyze market volatility for a wide range of financial instruments. It offers insights into both historical and implied volatility, enabling users to make data-driven decisions and optimize their trading strategies. With customizable timeframes, real-time data integration, and advanced portfolio management features, the Volatility Calculator is an essential tool for managing risk, identifying market trends, and enhancing overall performance in the financial markets.

You can use this template to track the historical monthly returns for any ticker of any asset class - Stocks, ETFs, Mutual Funds, Cryptos. All you need to do is change the ticker in cell B2.

This template helps to track the E-Mini S&P 500 options. There is a different code for each expiry which is automatically picked up by the template from the main 'es-options' sheet.

This template includes important data about when and how much a dividend will be paid corresponding to the ex-dividend date. It also consists of dividend yields, consecutive periods of increasing dividends and consecutive periods of uninterrupted dividend.

F-score is a scoring system to identify companies that show financial strength based on historical data. 9 parameters of the company are evaluated and if they meet certain criteria, a score of 1 is awarded. Else it is given a score of 0.

It is an easy method to separate Winners from losers. If the company financials are strong, good returns can be expected. If they are good, proceed with caution and use other valuation methods for decision-making. If they are weak, it can be considered a red flag.
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The Reverse Iron Condor Spread is a complex volatile options strategy with limited maximum profit and limited maximum loss potential and profits when the underlying stock breaks out to upside or downside. The limited scope of profits is complimented by a matching limit on the possibility to incur a loss. Thus, this strategy appeals to the intellect of most advanced options traders to invest and make a viable return.

The basic assumption pertaining to the strategy relates to the volatile movement of the stock markets. If the investor expects a sharp movement in the prices of an underlying security, they might seek to implement the Reverse Iron Condor Strategy for maximum return.

The strategy involves entering into four different transactions in both, call and put options. Even though the investor may not be sure of the direction in which the price of the security may move.


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The stock repair strategy is used as an alternative strategy to recover from a loss after a long stock position has suffered from a drop in the stock price. This strategy involves the implementation of a call ratio spread (buy 1 ATM Call and sell 2 OTM Calls) to reduce the break-even price of a losing long stock position, thereby increasing the chance of fully recovering from the loss.

This strategy should be implemented by traders who want to average their position by buying additional stocks in cash when the underlying stock price is falling. Instead of buying additional stock in cash which may take a long time, the trader can apply stock repair strategy.<input type="hidden" id="templateID" value="tp-o-option-strategies-6065ea917b6c6d593ad06c2b">

It is an options strategy that is used by traders when they have a moderately positive outlook of the market or stock. In this strategy, the investor goes long on the OTM Put option and short on the ITM Put option. It is to be ensured that both the options must have the same expiry date and are bought/sold in equal quantities. <input type="hidden" id="templateID" value="tp-o-option-strategies-603a609982dc3f272970396d">

The Put Ratio Spread is a premium neutral strategy that involves buying put options at a higher strike price and selling a higher number of put options at a lower strike price of the same underlying stock.<input type="hidden" id="templateID" value="tp-o-option-strategies-6065ea788e84330edbbc8672">

Graham defined the enterprising investor as an experienced individual willing and able to put forth an "intelligent effort" in analyzing a wide range of seasoned stocks. One of the companies in which an investor should invest is in large unpopular companies indicated by a low price relative to current earnings. The other type of company is those which are at a bargain i.e. the companies, the shares of which are trading 50% or less than its indicated value (calculated using Ben Graham Formula). In general, these companies are large unpopular companies that can sustain in times of adverse economic conditions and have the ability to earn fair returns on invested capital and while in a bull run, these firms advance to the full valuation<input type="hidden" id="templateID" value="tp-o-guru-strategies-60312dc77e97cf438ddcd6f5">

Dreman Screen is a Stock Picking strategy by the legendary investor/author famous for his contrarian investment strategies David Dreman.He believes that often stock prices shoot up due to emotional sentiment, and due to this undervalued stocks remain ignored. Hence the idea behind this screener is that in the future undervalued stocks will again be discovered once overvalued stocks fail to perform.								
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The short butterfly is a neutral strategy like the long butterfly but bullish on volatility. It is a limited profit, limited risk options trading strategy. There are 3 striking prices involved in a short butterfly spread and it can be constructed using calls or puts. The trade involves selling one lower striking in-the-money call, buying two at-the-money calls and writing another higher striking out-of-the-money call, giving the trader a net credit to enter the position.									
									
									
									
									
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The foolish 8 Small Cap screen is among the common screens to scan good small cap companies. It has a set of 8 parameters which filter out the winners from the loosers. Historically, small caps have tend to outperform large caps even if the significant risk involved. This method of screening small stocks was founded by David and Tom Gardner founders of Motley Fool, called the Foolish 8. Hence this strategy uses a set of Business and Market related factors to ascertain the eligibility of the stock for this screen.							
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The short put ladder or bull put ladder is a unlimited profit, limited risk strategy which is the extension of Bull Put spread. This trade involves selling an in-the-money put, buying an at-the-money put and buying another lower strike out-of-the-money put of the same underlying security and expiration date. The motive behind initiating this strategy is to get unlimited reward if the underlying asset goes down.									
									
									
									
									
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A Strap straddle is an options strategy comprised of buying both an ATM put option and double the ATM call option with the same strike price and expiration date. It is used when the trader believes the underlying asset will move significantly higher or lower over the lives of the options contracts. The maximum loss is the amount of premium collected by buying the options. The maximum profit can be unlimited if the stock moves sharply in either direction. It is a bearish version of the normal straddle option strategy.<input type="hidden" id="templateID" value="tp-o-option-strategies-6065ea7d62067f777a6d2078">

A ratio spread is a neutral options strategy in which an investor simultaneously holds an unequal number of long and short or written options. The name comes from the structure of the trade where the number of short positions to long positions has a specific ratio. The most common ratio is two to one, where there are twice as many short positions as long

Lynch’s bottom-up approach means that prospective stocks must be picked one-by-one and then thoroughly investigated--there is no formula or screen that will produce a list of prospective "good stories." Instead, Lynch suggests that investors keep alert for possibilities based on their own experiences--for instance, within their own business or trade, or as consumers of products.

The next step is to familiarize yourself thoroughly with the company so that you can form reasonable expectations concerning the future. However, Lynch does not believe that investors can predict actual growth rates, and he is skeptical of analysts’ earnings estimates.

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A Short Call is best used when you expect the underlying asset to fall moderately. It would still benefit if the underlying asset remains at the same level, because the time decay factor will always be in your favour as the time value of Call option will reduce over a period of time as you reach near to expiry. This is a good strategy to use because it gives you upfront credit, which will help you to somewhat offset the margin. But by initiating this position you are exposed to potentially unlimited losses if underlying assets goes dramatically high in price.<input type="hidden" id="templateID" value="tp-o-option-strategies-603a609b82dc3f2729703aa4">

Using the Intra Sector View template, the Investor can select the ETF and compare the companies that are part of that index. The investor can also modify the stocks/components of the ETF based on his requirement. The comparison is based on CMP, Market Capitalisation, P/E, Revenue, and Profit Growth, ROE, and ROC indicators.

The Reverse Iron Albatross Spread is a complex volatile options strategy with limited maximum profit and limited maximum loss potential and profits when the underlying stock breaks out to upside or downside. The Reverse Iron Albatross Spread belongs to a family of complex volatile options strategies named after creatures with increasing wing span representing the wider range of strike prices covered. From the Reverse Iron Butterfly Spread covering the smallest range of strike prices to the Reverse Iron Condor Spread covering a wider range of strike prices to the Reverse Iron Albatross spread covering the widest range of strike prices.<input type="hidden" id="templateID" value="tp-o-option-strategies-6065ea86779f0a5f7b7197a7">

The Short Strangle (or Sell Strangle) is a neutral strategy wherein a Slightly OTM Call and a Slightly OTM Put Options are sold simultaneously of same underlying asset and expiry date. 
It is a limited profit and unlimited risk strategy. The maximum profit earn is the net premium received. The maximum loss is achieved when the underlying moves either significantly upwards or downwards at expiration. 									
									
									
									
									
									
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Protective Call strategy is used by investors when they are short on any stock and want to hedge their potential loss from rise in the stock price. Investors buy Call options for given premium to hedge their positions. This strategy is generally used when investors have made profits from stock price depreciation and want to hold short position further but do not want to risk their profits from rise in stock price again.<input type="hidden" id="templateID" value="tp-o-option-strategies-6065ea8bbdd83f2bcd40066e">

A correlation matrix is an (n*n) matrix which provides the correlation for any pair of stocks. An investor can reduce the portfolio risk by holding stocks which are not perfectly correlated. By investing in a diversified portfolio of assets, investors can decrease their risk in an individual asset. Correlation between equity intruments represents the relationships that exists between their respective price movements.							
							
							
							
							
							
							
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The covered call strategy involves the trader writing a call option against stock they’re purchasing or already hold. Besides earning a premium for the sale, with covered calls, the holder also gets access to the benefits of owning the underlying asset all the way up to the strike price, where the stock would get called away

The covered call strategy is usually opened 30 to 60 days before expiration. This allows a trader to benefit from time decay. Of course, the optimum time for implementing the strategy depends on the investor's goals. If the goal is to sell calls and make money on the stock, then it’s best if there isn’t a lot of difference between the stock price and the strike price. If the goal is to sell the stock and the call, then you should be in a position where the calls will be assigned. For this to happen, the stock price will need to stay above the strike price until the expiration<input type="hidden" id="templateID" value="tp-o-option-strategies-603a609a82dc3f272970397d">

Calendar Spread with Call options strategy is used to profit from neutral stock price action at the strike price. It also limits the risk in either direction of the strike price. The maximum gain happens when the options expire at the strike price of the calls.
The strategy is implemented by going short on the near term call option and going long on a far-term call option. <input type="hidden" id="templateID" value="tp-o-option-strategies-603a609782dc3f2729703821">

European put and call prices are related through put-call parity, which specifies that the put price plus the price of the underlying equals the call price plus the present value of the strike price. The genius of option theory and structure is that two instruments, puts, and calls, are complementary with respect to both pricing and valuation. Therefore, by knowing the value of a put option you can quickly calculate the value of the complimentary call option (with the same strike price and expiration date) or vice-versa. There are many reasons that this is important knowledge for traders and investors. It can highlight profitable opportunities that present themselves when option premiums are out of whack. <input type="hidden" id="templateID" value="tp-o-option-strategies-6065ea864e328e0fd5216236">

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F score

Reverse Iron Condor Spread

Stock Repair Strategy

Bull Put Spread Option Strategy

Put Ratio Spread

Conversion Reverse Arbitrage Strategy

Graham--Enterprising Investor Revised

Dreman Screen

Short Butterfly Spread

Foolish Small Cap 8 Screen

Short Put Ladder

Strap Straddle

Ratio Spread

Lynch Screen

Short Call Option Strategy

Intra Sector View on the basis of Market Cap

Reverse Iron Albatross Spread

Short Strangle Option Strategy

Protective Call

Correlation Matrix R

Covered Call Option Strategy

Long Calendar Spread with Calls Option Strategy

Put-Call Parity Arbitrage