Investment research
Build company research templates with quotes, fundamentals, valuation ratios, and historical performance in one workbook.
MarketXLS for Excel
Stock Data Excel Add-in
Bring stock market data into Excel with MarketXLS: quotes, history, fundamentals, screeners, options data, and refreshable investment models.
- 1,000+ Excel functions across market data workflows
- Quotes, history, fundamentals, options, screeners, and templates
- Excel for Windows, Mac, and the web
The short version
What the MarketXLS stock data add-in does
MarketXLS is an Excel add-in that adds 1,000+ financial-data functions to Excel. You type a formula such as =Last("AAPL"), =PERatio("AAPL"), or =QM_GetOptionChain("SPY") and the cell returns stock quotes, historical prices, fundamentals, option chains, or Greeks. Quotes come from QuoteMedia; historical and fundamental data are cleaned and served through the MarketXLS API.
The add-in runs in Excel for Windows (desktop add-in) and in Excel for Mac and Excel for the web (Microsoft 365 add-in, where formulas use the mxls. prefix). Plans start at $70/month billed annually for Standard, which has 15-minute delayed stock quotes; Advanced and Business add real-time streaming.
What you can build
Keep the data connected to the decision
MarketXLS is most useful when the market data is part of the workbook, not a separate export you have to clean up before every decision.
Screening and monitoring
Move from a list of tickers to a repeatable workflow that ranks, filters, and refreshes the data you care about.
Firm workflows
Give analysts and client-facing teams consistent spreadsheet tools without rebuilding imports for every model.
How it works
From blank sheet to live model
Start with your model
Open the spreadsheet you already use for research, screening, portfolio tracking, or client work.
Choose the data fields
Add quote, historical, fundamental, technical, options, or screener fields based on the decision the workbook supports.
Use worksheet formulas
Pull the data into cells with MarketXLS functions instead of exporting CSV files or maintaining a custom API script.
Refresh and reuse
Keep the workbook as a repeatable template so the same model works for new tickers, new watchlists, and future reviews.
Excel-native
Start with a formula, not another export
Put quotes, history, fundamentals, options, and screening fields directly where your model already lives.
=Last("AAPL")Pulls a latest stock price into a model or dashboard.
=QM_GetHistory("MSFT")Returns a table of historical prices for backtests, charts, and performance analysis.
=Revenue("MSFT")Adds company fundamentals to valuation and research workbooks.
=PERatio("AAPL")Pulls a valuation ratio directly into a comparison table.
=DividendYield("KO")Supports income screens, dividend dashboards, and portfolio review.
=QM_GetOptionChain("SPY")Returns the option chain for a ticker. Options data is end-of-day on Standard and real-time on Advanced.
MarketXLS AdvancedWhich MarketXLS plan fits your workbook
Choose the plan by how fresh the data must be. Prices below are per month, billed annually, and include data and exchange fees for non-professional users.
- Standard ($70/month): 15-minute delayed stock quotes, end-of-day options, fundamentals, and historical data.
- Advanced ($125/month): real-time streaming for US stocks, ETFs, and options.
- Business ($200/month): adds real-time forex and indices. Professional users have different entitlements and exchange fees.
Before you choose
How MarketXLS compares to the usual workarounds
| Need | Free Excel data | Web terminals | MarketXLS |
|---|---|---|---|
| Quotes and prices | Good for basic ticker lookups. | Good viewing experience, but data lives outside your model. | Quote functions live directly in your Excel workbook. |
| Historical data | Limited depth and fields. | Useful exports, but often manual. | Pull history into worksheet models with repeatable formulas and templates. |
| Fundamentals | Limited company fields. | Often strong, but expensive or export-heavy. | Use financial statement and ratio functions inside Excel. |
| Advanced analysis | No real options workflow or built-in screener depth. | Often requires leaving Excel. | Options chains, Greeks, screeners, technical indicators, and portfolio tools in one add-in. |
Common objections
When the built-in tools stop being enough
What is a stock data Excel add-in?
A stock data Excel add-in connects market data to spreadsheet formulas so you can pull prices, fundamentals, history, options, and screening results into Excel without manual copy and paste.
What is the best Excel add-in for stock data?
It depends on the data you need. MarketXLS fits when you want quotes, historical prices, fundamentals, option chains, Greeks, and screening in one Excel add-in, driven by worksheet formulas. For a side-by-side view, see the Excel stock data providers comparison.
How do I get market data in Excel without coding?
Install MarketXLS and use worksheet formulas. You do not need to build an API integration or maintain a custom script to pull common market data into Excel.
Explore more
Related Excel market data pages
Useful guides
Go deeper on the workflow
Frequently asked questions
What is a stock data Excel add-in?
A stock data Excel add-in connects market data to spreadsheet formulas so you can pull prices, fundamentals, history, options, and screening results into Excel without manual copy and paste.
What is the best Excel add-in for stock data?
It depends on the data you need. MarketXLS fits when you want quotes, historical prices, fundamentals, option chains, Greeks, and screening in one Excel add-in, driven by worksheet formulas. For a side-by-side view, see the Excel stock data providers comparison.
How do I get market data in Excel without coding?
Install MarketXLS and use worksheet formulas. You do not need to build an API integration or maintain a custom script to pull common market data into Excel.
How do I pull historical stock data into Excel?
Use =QM_GetHistory("MSFT") to return a table of historical prices, or single-date functions such as =Adjusted_Close_Historical for one value. Use the result in charts, models, and backtests.
Can I get fundamentals and financial statements in Excel?
Yes. MarketXLS includes fundamentals and financial statement functions so analysts can build valuation, quality, and comparison models directly in Excel.
Is MarketXLS better than Excel built-in stock data?
For a few delayed prices, Excel built-in stock data types may be enough. MarketXLS adds bid/ask, historical tables, fundamentals, option chains, screening, and real-time streaming (Advanced and Business plans).
Which MarketXLS plan is best for investors and analysts?
Standard suits investors who can work with 15-minute delayed quotes and end-of-day options. Advanced adds real-time streaming stocks and options. Business adds real-time forex and indices.
Can MarketXLS replace a market data API for Excel users?
For many Excel workflows, yes. MarketXLS gives users formula-based access to market data without building and maintaining a custom API integration.
Does MarketXLS work for stock screening in Excel?
Yes. MarketXLS includes screening workflows and metrics that can be used alongside quote, historical, fundamental, and technical data in Excel.
Can analysts reuse the same MarketXLS workbook for different tickers?
Yes. Because the data is formula-driven, analysts can change ticker symbols and reuse the same research, valuation, or monitoring template.