Portfolio manager
MarketXLS turns Excel into a portfolio tracker. List your tickers and weights in a range, then use formulas such as =MonthlyReturns(Portfolio, Periods), =PortfolioBeta(Portfolio), and =PortfolioVolatility(Portfolio) to get returns, risk, and efficient frontier charts without downloading price data.
What the MarketXLS portfolio functions calculate
Risk-Return Analysis
Calculate portfolio returns, beta, and volatility with Excel functions that use your tickers and weights.
Wealth Index
See how a starting balance in your portfolio would have grown over a period you choose.
Portfolio Optimizations
Plot the efficient frontier and run a Monte Carlo simulation to compare risk and return across portfolio weights.
How to set up a portfolio in Excel
MarketXLS needs only a list of assets and their weights; it fetches the price history itself.
Define the portfolio as an Excel range
Put your tickers in one column and each position's weight in the next. The weights should add up to 100%. Pass that range as the Portfolio argument to any MarketXLS portfolio function; you do not need to download price data first.
Portfolio returns and risk formulas
Portfolio Monthly Returns
=MonthlyReturns returns the portfolio's historical monthly returns for the number of periods you set.
=MonthlyReturns(Portfolio, Periods)
Portfolio Efficient Frontier
=PortfolioEfficientFrontierChart returns a ready-made efficient frontier chart for your portfolio. MarketXLS also charts a Monte Carlo simulation.
=PortfolioEfficientFrontierChart(Portfolio, Periods)
Wealth Index
=WealthIndex shows how a USD 10,000 starting balance would have grown in your portfolio.
=WealthIndex(Portfolio, Periods)
Portfolio Beta & Portfolio Volatility
=PortfolioBeta and =PortfolioVolatility return your portfolio's beta and volatility. Beta is measured against SPY by default.
=PortfolioBeta(Portfolio)
,=PortfolioVolatility(Portfolio)
Call: 1-877-778-8358 
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.
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.
I use MarketXLS to manage my personal portfolio. I can easily pull in stock quotes, betas, and dividends. I also like to access historical closing prices on a particular date. That makes tracking performance easy.
I have used lots of stock and option information services. This is the only one which gives me what I need inside Excel.
I can now concentrate on manipulating financial data, valuing stocks and making investment decisions, rather than hacking around with VBA or copying and pasting data from websites.
I have been using MarketXLS for the last 6+ years and they really enhanced the product every year.
I Love My MarketXLS. The market speaks to you when you know how to listen. With MarketXLS, the market truly does speak. Patterns emerge. Pricing behavior becomes clearer.