Portfolio manager
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
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)
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)
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)
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.