Portfolio manager

Stock Quotes in Excel
Multi-faceted Portfolio Analysis At Your Fingertips

Risk-Return Analysis

Use a comprehensive list of risk and return analysis functions in your Excel.

Wealth Index

Get Wealth index of your portfolio over a specified period of time

Portfolio Optimizations

Calculate efficient frontier, Montecarlo simulation and get the best returns on your portfolio at lowest risk
The Feature Highlights
Things That MarketXLS Does For You In The Background With Just A Set Of Assets And Weights
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No downloading of data, quick and easy portfolio analytics with easy to use functions

No downloading of data, quick and easy portfolio analytics with easy to use functions Define your portfolio as a range of Excel that has your stocks and the proportion of stocks in the portfolio. The total should be 100%. Once you have this portfolio inputs you are ready to use various portfolio analytics functions.
Basic Analysis Metrics
Portfolio Monthly Returns

Calculate historical monthly returns for dynamically adjustable periods through the most accurate price data.

=MonthlyReturns(Portfolio, Periods)
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Portfolio Efficient Frontier

Get ready-made chart images for Efficient Frontier, Monte Carlo Simulation and many more.

=PortfolioEffecientFrontierChart(Portfolio, Periods)

Calculate historical wealth index assuming you started with a USD 10K account

=WealthIndex(Portfolio, Periods)
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Portfolio Beta & Portfolio Volatility

Calculate your Portfolio‘s Beta and Volatility with the functions as shown below. The default index used for calculations is SPY

=PortfolioBeta(Portfolio),=PortfolioVolatility(Portfolio)
Our Clients
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.

Patrick Cusatis, Ph.D., CFA
Associate Professor of Finance - Penn State University
I’m pretty happy with MarketXLS. I can now concentrate on manipulating financial data, valuing stocks and making investment decisions, rather than hacking around with VBA or copying/pasting data from websites.

Samir Khan
InvestExcel.net
MarketXLS greatly expanded my ability to analyze investments. MSN Stock Quotes was limited in the number of stock quotes it would handle in one spreadsheet and in the number of variables available. Many of them were worthless.

Jim Grant
Uses MarketXLS for personal money management
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Ready to get started with MarketXLS?
MarketXLS makes it easier for you to turn your Excel skills and market knowledge into profit

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From all of us at MarketXLS, thank you!