MarketXLS Blog Series
Step-by-step guides in reading order: start with the concept, then do it in Excel with live market data.
Stock data in Excel
- Excel Stock Price: Live Quotes and Prices on Any Date7 posts
- Excel STOCKHISTORY: Its Limits and Years of Daily Prices5 posts
- Excel Stock Plugin: Compare Stock Data Add-ins for Excel6 posts
- Yahoo Finance API Alternative: Licensed Data for Excel4 posts
- YCharts Alternatives: Bloomberg, FactSet, Koyfin Compared8 posts
- Stock Portfolio Tracker Excel: Build a Live Tracker5 posts
- Thinkorswim RTD Excel: Broker Data Feeds and Integrations5 posts
- Futures Prices in Excel: Futures, Commodities and Crypto4 posts
Google Sheets
Dividends and income
AI assistants
- Best MCP Servers for Financial Data: Compare and Connect9 posts
- Stock Data in Claude: Live Prices Through the MarketXLS MCP9 posts
- ChatGPT Stock Analysis: AI Equity Research with Live Data10 posts
- Options Data MCP Server: Live Chains and Greeks for AI8 posts
- Options Data in ChatGPT and Claude: Live Option Chains7 posts
Options in Excel
- Option Data in Excel: Live Chains, Prices and History10 posts
- Option Greeks in Excel: Delta, Gamma, Theta and Vega12 posts
- Option Pricing in Excel: Black-Scholes and Binomial Models11 posts
- Options Profit Calculator Excel: P&L, Breakeven and Payoff8 posts
- Covered Call Spreadsheet: Track, Screen and Roll in Excel8 posts
- Options Trading Spreadsheet: Templates, Logs and Journals7 posts
- SPXW Options: Weekly SPX Options and SPX vs SPY6 posts
- 0DTE Options: Zero-Day SPY and SPX Options with Live Data5 posts
- Option Expiration Calendar: Monthly and Weekly Expirations4 posts
- Option Pricing Explained: Premium, Intrinsic and Time Value7 posts
- Options Trading for Beginners: Terms, Symbols and Moneyness11 posts
- Call Option Calculator: Long Calls and LEAPS in Excel7 posts
- Selling Options for Income: Puts, Calls and Excel Trackers10 posts
- Wheel Strategy Spreadsheet: Puts to Covered Calls in Excel6 posts
- Vertical Spread Options: Debit Spreads in Excel6 posts
- Credit Spread Calculator Excel: Bull Put and Bear Call8 posts
- Calendar Spread Calculator Excel: Calendars and Diagonals6 posts
- Strangle Option Strategy: Straddles and Guts in Excel11 posts
- Iron Condor Strategy: Condors and Butterflies in Excel5 posts
- Collar Option Strategy: Protective Puts and Collars in Excel9 posts
- Volume vs Open Interest: Options Volume and Unusual Activity8 posts
- Options Trading Strategies in Excel: Pick a Strategy12 posts
- Ratio Spread Options: Ratio Spreads and Backspreads in Excel6 posts
- Conversion Arbitrage: Put-Call Parity Trades in Excel4 posts
- Implied Volatility in Excel: IV Rank, Surfaces and VIX9 posts
- Options Trading Brokers: Compare Platforms, Trade from Excel6 posts
ETFs and funds
- Compare ETFs: Costs, Holdings and Live ETF Data in Excel6 posts
- Mutual Fund Comparison: Compare and Track Funds in Excel9 posts
- Best Performing ETFs: Top Funds, Value, Gold and Bitcoin4 posts
- ETF Portfolio Analysis: Build and Hedge in Excel9 posts
- ETF Screener Excel: Filter ETFs and Pull Live ETF Data6 posts
Portfolio analytics in Excel
- Portfolio Optimization Excel: Efficient Frontier and Solver12 posts
- Sharpe Ratio of a Portfolio: Sortino and Drawdown in Excel5 posts
- Portfolio Beta Calculator: Stock Beta and Hedging in Excel4 posts
- Correlation Matrix in Excel: Correlation and Pairs Trading5 posts
- Portfolio Risk Management in Excel: VaR and Monte Carlo8 posts
- Portfolio Rebalancing in Excel: Allocation Targets and Drift5 posts
- Portfolio Wealth Management: Retirement Planning in Excel4 posts
- Factor Investing in Excel: Carhart and Multi-Factor Screens6 posts
- Financial Calculators in Excel: CAGR, TVM and Stock Splits6 posts
Valuation and screening in Excel
- DCF Model Excel: Discounted Cash Flow and Terminal Value7 posts
- Fundamental Analysis of Stocks in Excel: Ratios and Research9 posts
- Piotroski F-Score Excel: Plus Altman Z and Beneish M Scores5 posts
- Magic Formula Investing in Excel and Classic Value Screens7 posts
- Warren Buffett Portfolio: Berkshire and 13F Trackers6 posts
- Trading Indicators: RSI, MACD, Bollinger, VWAP in Excel12 posts
- Stock Valuation Calculator Excel: Multiples and Comps8 posts
- ROIC Screener Excel: Quality Compounders and Rule of 405 posts
- Operating Margin Screener Excel: Margins and Pricing Power5 posts
- Free Cash Flow Yield Screener Excel: FCF and Buyback Yield9 posts
- Balance Sheet Screener Excel: Net Debt and Interest Coverage6 posts
- Custom Stock Screener in Excel: Build Screens with Live Data6 posts
- Small Cap Stocks in Excel: Value, Mid-Cap, Russell Screens4 posts
- Technical Indicators in Excel: Live Indicators and Screens9 posts
- Penny Stock Screener in Excel: Volume, Volatility, Sectors10 posts
Market dashboards in Excel
- Earnings Data in Excel: EPS, Estimates and Season Trackers10 posts
- Stock Market Valuation in Excel: CAPE and Buffett Indicator6 posts
- Bank Earnings Tracker in Excel: Banks, NIM and Lenders9 posts
- Tech Earnings Tracker in Excel: Mag 7, Chips and Software9 posts
- AI Infrastructure Stocks in Excel: Capex, Chips and Power7 posts
- Consumer Earnings Tracker in Excel: Retail, Staples, Travel7 posts
- Healthcare and Insurance Stocks: Earnings and Hurricane Risk5 posts
- Industrials Earnings Tracker in Excel: Transports to REITs6 posts
- Energy Stocks in Excel: Oil Sensitivity, ETFs and Earnings10 posts
- Inflation Hedge Portfolio in Excel: Gold and Safe Havens7 posts
- CPI Inflation Tracker in Excel: Inflation and Fed Dashboards7 posts
- Yield Curve in Excel: Treasury Spreads and T-Bill Ladders4 posts
- Sector Rotation Model Excel: Relative Strength and Breadth8 posts