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Version History

Meet The Ultimate Excel Solution for Investors

  • Live Streaming Prices Prices in your Excel
  • All historical (intraday) data in your Excel
  • Real time option greeks and analytics in your Excel
  • Leading data in Excel service for Investment Managers, RIAs, Asset Managers, Financial Analysts, and Individual Investors.
  • Easy to use with formulas and pre-made sheets

Version 

Release Date

Key Updates

Link for Details
9.3.6 May 10th, 2024
  1. Real-time Option Greeks & IV
  2. Get most recent Earnings date & time
  3. StrikeNext function enhancement
 For more detailed updates, check the link below:
Release Notes
9.3.5 Sept 21st, 2023
  1. Options Order Flow Summary Functions
  2. Market Scan to identify Tickers with unusual activities.
  3. Market Scan to identify Individual options with unusual activities.
  4. Backtest Accurately with Historical Option Chains
 For more detailed updates, check the link below:
Release Notes
9.3.4.9 June 22nd, 2023
  1. Next Expiration & Next Strike gives the next expiration date or strike for an underlying. Example, =ExpirationNext(“MSFT”,1) if today’s 22nd June 2023 (Wednesday) it will show the 23rd June 2023 expiration date.
  2. Added EOD data for these Indices CBOE Volatility Index, S&P 500 Index, NASDAQ Composite Index, Dow Jones Industrial Average, NASDAQ-100 Index.
  3. Performance Enhancements
For more detailed updates, check the link below:
Release Notes
9.3.4.8 Feb 28th, 2023
  1. Configure trades (including Multileg option strategies) for ThinkorSwim directly from MarketXLS.
  2. New Dividend payout functions signal consistent growth and profitability.
  3. All =StockReturn() functions have been updated to include either price or total returns.
  4. New Split History menu button to download stock split data.
  5. New ITM, OTM, and ATM arguments in Expiration & Strike functions to get all expiration dates and strikes for a stock’s option.
  6. =Close_Historical now has the ability to get the last available price for the weekend or holiday if you choose.
  7. Updated Portfolio Efficient Frontier Chart function.
  8. New Options Profit Calculator tool added in screener list.
  9. Introducing our Referrals feature! Help us share the word about our services with other investors in your network.
  10. MarketXLS’s new funding round
 For more detailed updates, check the link below:
Release Notes
9.3.4.7 October 18, 2022
  1. New Functions to get all the strikes and expiration dates for the underlying symbol.
  2. 18 New IV Functions and IV Rank functions.
  3. New Spreadsheet Builder tool inside MarketXLS.
  4. New Function to get top options.
  5. New GetOptionChain Function optimization.
  6. “Streaming Off” button optimization – This button will now completely disconnect the streaming service.
  7. Historical Options Data on WeekendsNew Reverse Iron Condor Template
  8. We have also added about 100 pre-built screeners to the website
 For more detailed updates, check the link below:Release Notes
9.3.4.6 May 3, 2022
  1. Revamped Menu
  2. Website Screener
  3. Stock Ranks
 For more detailed updates, check the link below: Release Notes
9.3.4.5 January 12, 2022
  1. Added New Crypto Data & Functions
 For more detailed updates, check the link below: Release Notes.
9.3.4.4 October 20, 2021
  1. Fixed The Search Bar
  2. Real-Time Functions More Stable
 None
9.3.4.0 October 6, 2021
  1. Download Templates
  2. Save Criteria – Options Screener
  3. Stock Watchlist
  4. New Economic Functions
 For more detailed updates, check the link below:
9.3.3.0 September 14, 2021
  1. ThinkorSwim and Interactive Brokers Functions Integration
  2. New AI-Powered Search Function
  3. New Options Scanner
  4. Speed Improvements
 For more detailed updates, check the link below:
9.3.2.0 July 29, 2021
  1. New Mutual Fund Data
  2. Updates to the credentials-saving mechanism
  3. Cash Component in Portfolio Analysis Module
  4. Office Hours
 For more detailed updates, check the link below:Release Notes

9.3.0.0

June 1, 2021
  1. New Guru Screen Functions
  2. New Premium Templates
  3. Speed Optimization in Refresh-on-Demand Functions
  4. Options Scanner
  5. Ascending + Descending order in Historical Functions
  6. YouTube Channel & Options Strategy Videos
  7. New Stock Screener
  8. New Blogs
 For more detailed updates, check the link below:Release Notes

9.2.0.0

September 28, 2020
  1. New Portfolio Analytics Functions
  2. Stock News – Why is it Moving? and Why it Moved?
  3. New Templates
  4. Other updates and fixes
 For more detailed updates, check the link below:Release Notes

9.1.0.0

June 9, 2020
  1. New Function Search Utility
  2. New ETFs data and functions category
  3. New Stock Volatility Functions
  4. Optimizations on Real-time streaming functions, Refresh All, Refresh Selected Buttons
  5.  Options Filter function
 For more detailed updates, check the link below:Release Notes

9.0.6.0

January 6, 2019
  1. Black Scholes Option Model
  2. Option Symbols
  3. New Functions
  4. Portfolio Management
  5. Revised Option Strategy/Profit Calculator template
  6. Sortino Ratio
  7. Youtube Channel & Training Videos
 For more detailed updates, check the link below:Release Notes

8.0.0.0

January 11, 2017
  1. New Symbol Lookup functionality
  2. Periodicity for Historical Data
  3. Portfolio Management Fixes
  4. Floating Licenses
  5.  New Data Sources

For more detailed updates, check the link below:

Release Notes

7.0.0.0

September 14, 2016
  1. Historical Fundamental Functions for all US stocks
  2. New RSI Screeners
  3. New Fundamental History Screeners
  4. New Quick Charts with option to download and save charts
  5. Historical Data

For more detailed updates, check the link below:

Release Notes

6.0.0.0

July 18, 2016
  1. Issues with functions like currency, mutual funds and stock profile solved
  2. Introducing a new function category called “MarketXLS ETFs”
  3. Modified historical functions to accept index symbols
  4. Added a rt_PercentChange function to reflect real time percent change
  5.  Added =ThreeYearBeta function for Mutual Funds

For more detailed updates, check the link below:

Release Notes

5.0.0.0

May 24, 2016
  1. Partnership with Barchart.com
  2. Optimized the Mutual Fund functions
  3.  Added more functions

For more detailed updates, check the link below:

Release Notes

4.0.0.0

March 28, 2016
  1. New MarketXLS S&P 500 returns Stock Screener
  2. Quick Charts
  3. 36 New Functions
  4. Return Functions
  5. Basic Bug Fixes

For more detailed updates, check the link below: Release Notes

3.0.0.7

January 26, 2016
  1. New MarketXLS
 None

2.0.0.3

December 20, 2015
  1. MarketXLS Compatibility with Office 2016 and Windows 10
 None
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Associate Professor of Finance - Penn State University

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