Save 20% On MarketXLS Subscriptions
Transform Microsoft Excel into a dynamic investment research platform with real-time and historical market data.
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For decades, Microsoft Excel has been the undisputed command center for serious investors, financial analysts, and anyone who needs to model, track, and dissect market data. Its raw computational power and universal familiarity make it the default tool for everything from simple portfolio tracking to complex discounted cash flow (DCF) valuations. Yet, every sophisticated Excel user eventually confronts the same frustrating bottleneck: data. The process of manually finding, copying, pasting, and cleaning financial data from disparate websites is not just tedious; it’s a surefire way to introduce errors and waste invaluable time that could be spent on actual analysis.
This is the precise problem that MarketXLS was built to solve. It is not just another data provider; it is an enterprise-grade platform that seamlessly integrates into your existing workflow, transforming your static spreadsheet into a dynamic, real-time investment research powerhouse. By injecting thousands of custom functions, pre-built templates, and live data streams directly into the Excel environment, MarketXLS bridges the gap between the spreadsheet you already master and the institutional-quality data you need to gain an edge. The platform operates on a simple yet powerful premise: “Better Research, Faster Decisions, More Profits”.
This comprehensive review will provide an exhaustive analysis of the MarketXLS platform, from its vast data universe and powerful options trading toolkit to its detailed pricing tiers. Furthermore, this report provides an exclusive marketxls coupon code that unlocks a significant 20% discount, offering an exceptional opportunity to acquire this professional-grade tool at an unbeatable value.
Founded in December 2016 and headquartered in Galway, Ireland, MarketXLS is an investment research platform designed to bring real-time and historical financial data directly into Microsoft Excel. The company’s mission is to democratize access to the high-caliber analytical tools typically reserved for institutional traders and hedge fund managers, making them available to individual investors, family offices, and financial advisors at an accessible price point.
The platform’s core offering is a sophisticated Excel add-in that provides a consolidated, all-in-one view of investment data, eliminating the hundreds of hours that can be spent manually collecting information. The sheer scale of its data coverage is a testament to its professional focus, encompassing:
A key strategic decision in the platform’s development has been its expansion beyond a simple Windows-based application. Recognizing the modern, multi-device workflow of today’s professionals, MarketXLS is now fully compatible with Windows Excel, Mac Excel, Excel Online, and even Google Sheets. This cross-platform availability ensures that users can access their models and data regardless of their operating system or whether they are working from a desktop or a web browser. This adaptability demonstrates a forward-thinking, customer-centric approach, future-proofing a subscriber’s investment in the ecosystem.
The platform is trusted by a wide spectrum of users, from part-time day traders and serious individual investors to a professional clientele that includes Registered Investment Advisors (RIAs), asset managers, and financial analysts. This broad adoption underscores its ability to scale from personal portfolio management to enterprise-grade financial modeling.
MarketXLS is far more than a simple data feed. It is a comprehensive suite of analytical tools designed to cover every stage of the investment process, from idea generation and screening to deep fundamental analysis, portfolio optimization, and trade execution.
The foundation of any analytical platform is the quality and accessibility of its data, and this is an area where MarketXLS excels. It offers multiple data delivery methods to suit different trading styles and analytical needs.
For active traders, the platform provides live, streaming market data that updates directly in your Excel cells. As prices move, the cells change color, providing an intuitive, at-a-glance view of market action without causing Excel to lag, even when streaming hundreds of symbols simultaneously. For those who don’t require constant updates, data can be refreshed on-demand or set to auto-refresh at specified intervals, such as every one or five minutes.
The platform’s historical data capabilities are equally robust. Users can access over 15 years of end-of-day (EOD) historical data and, with higher-tier plans, intraday historical data with up to one-minute granularity for the past year. This data is easily accessible through simple, intuitive functions like =GetHistory("MSFT") for price data or =hf_revenue("MSFT", 2022, 1) for retrieving specific historical fundamental metrics. This deep historical context is crucial for backtesting strategies and performing long-term trend analysis.
The breadth of coverage is extensive, including all US and Canadian stocks, ETFs, options, mutual funds, forex, and major cryptocurrencies by default. For investors with a global focus, MarketXLS offers data bundles as add-ons for international stocks (Europe and Asia) and futures from major exchanges like CME, CBOT, NYMEX, and COMEX.
While MarketXLS is a powerful tool for all investors, its functionality for options traders is particularly outstanding. The platform has clearly invested heavily in building a specialized, institutional-grade toolkit that addresses the unique data and analytical needs of this sophisticated user base. This focus on a high-value niche creates a significant competitive advantage, as few other Excel-native solutions offer this level of depth.
Key features for options traders include:
=opt_UnusualOptionOIScanEOD(10)), the highest trading volumes (=opt_UnusualOptionVolScanEOD(10)), or specific options with the highest volume-to-open interest ratios (=opt_UnusualStockOptionsActivity(5)).=opt_HistoricalOptionChain("Ticker", "Date").Beyond individual security analysis, MarketXLS provides a robust set of tools for holistic portfolio management. Users can track and manage their entire portfolio within Excel, with the ability to monitor positions in real-time on higher-tier plans.
One of the most powerful features is the suite of advanced portfolio analytics functions, including Efficient Frontier analysis. This Nobel Prize-winning model helps investors optimize their portfolios by identifying the set of portfolios that offer the highest expected return for a defined level of risk. The platform also includes comprehensive backtesting capabilities, allowing users to simulate how their current or a hypothetical portfolio would have performed over historical periods, providing invaluable insights into a strategy’s viability.
MarketXLS deeply integrates both fundamental and technical analysis directly into the Excel formula bar, empowering users to build highly customized models.
For fundamental analysts, the platform offers functions to pull over 10 years of historical financial data for any company, covering over 200 metrics from financial statements. This allows for the creation of sophisticated, dynamic valuation models from scratch, such as DCF models that automatically update with the latest data. For quicker analysis, users can also download complete, pre-formatted quarterly and annual financial statements with a single click.
For technical traders, MarketXLS provides hundreds of built-in technical indicators that can be calculated with simple, intuitive formulas. Instead of complex manual calculations, users can get key metrics like the Simple Moving Average or Relative Strength Index with functions like =SMA(symbol, days) and =RelativeStrength("MSFT",14).
A core philosophy of the MarketXLS platform is empowerment and actionability. It achieves this not just by providing data, but by offering tools that dramatically accelerate the user’s workflow. The platform includes a powerful web-based Stock Screener that allows users to filter the market based on hundreds of fundamental, technical, and price-based parameters to generate new investment ideas.
Perhaps one of its greatest time-saving features is its library of hundreds of pre-built and fully unlocked templates. This is a critical distinction from many “black box” platforms. Because the templates are unlocked, users can see every formula and calculation, allowing them to learn, deconstruct, and customize the models to fit their unique strategies. This approach fosters a deeper understanding and allows for true analytical ownership.
Finally, MarketXLS closes the loop between analysis and action with direct broker integrations. The platform can connect with popular brokers like ThinkOrSwim, Interactive Brokers, and Tradier, allowing users to generate trade tickets or, in some cases, execute trades directly from their Excel spreadsheet. This creates a seamless workflow that takes an investor from research and modeling to execution without ever leaving their analytical environment.
MarketXLS offers a tiered subscription model designed to cater to different types of investors, from long-term portfolio managers to active, real-time traders. The primary differentiator between the plans is the speed and type of data provided, particularly the availability of real-time streaming. The pricing structure is strategically designed to allow users to enter at an accessible price point while providing a clear and compelling path to upgrade as their needs become more sophisticated.
The three main plans are Standard, Advanced, and Business. Each is available with monthly or annual billing, with annual plans offering significant savings.
The following table provides a clear, at-a-glance comparison of the key features across the three main pricing tiers.
| Feature | Standard Plan | Advanced Plan | Business Plan |
|---|---|---|---|
| Annual Price | $850 / Year (Save $170) | $1,500 / Year (Save $300) | $2,400 / Year (Save $480) |
| Monthly Price | $70 / Month | $125 / Month | $200 / Month |
| Best For… | End-of-Day Analysis & Long-Term Investors | Active Stock & Options Traders | Financial Professionals & Power Users |
| Real-Time Stocks & ETFs | Delayed | Real-Time Streaming | Real-Time Streaming |
| Real-Time Options & Greeks | End of Day | Real-Time Streaming | Real-Time Streaming |
| Real-Time Indices & Forex | Add-on | End of Day | Real-Time Streaming |
| Intraday Historical Data | No | Yes (1 Year) | Yes (1 Year) |
| Options Scanner | Yes | Yes | Yes |
| Guru Screens | Yes | Yes | Yes |
| Broker Integrations | Yes | Yes | Yes |
| Included Consulting Hours | None | 2 Hours | Custom |
For a limited time, you can secure a 20% discount on any MarketXLS annual or quarterly plan. This exclusive offer significantly reduces the cost of accessing this institutional-grade platform, providing exceptional value for both new and experienced investors.
To claim your discount, simply follow these steps:
All purchases are backed by a 30-day, 100% satisfaction guarantee, allowing you to explore the full capabilities of the platform risk-free.
The financial data and analysis market is crowded, but MarketXLS has carved out a unique and powerful niche by focusing on deep integration with Excel. Its competitive advantage becomes clear when compared against different categories of alternatives.
Many trading platforms, like TD Ameritrade’s ThinkOrSwim, offer a Real-Time Data (RTD) link to Excel. While this is useful for pulling live quotes, it pales in comparison to the functionality of MarketXLS. A direct comparison reveals the difference: broker integrations provide a stream, while MarketXLS provides a complete analytical engine. MarketXLS operates independently of the trading platform, offers hundreds of advanced financial and technical functions, provides deep historical data, and includes personalized support and spreadsheet guidance—features that are entirely absent from basic RTD links.
Web-based platforms like TradingView and Koyfin are excellent tools that have gained significant popularity. TradingView is a leader in charting technology and social trading features, while Koyfin offers powerful, dashboard-style data visualization. However, their strength is also their limitation: they are closed ecosystems.
MarketXLS’s core advantage is its unparalleled customization and analytical depth within the infinitely flexible Excel environment. For investors who don’t just want to view data but want to build their own proprietary valuation models, backtest complex multi-leg options strategies, or integrate market data into larger, bespoke financial planning spreadsheets, there is no substitute for a native Excel tool. The raw calculation power of Excel, combined with the thousands of functions from MarketXLS, creates a sandbox for analysis that no web platform can replicate. It’s the difference between using a pre-built tool and having a complete workshop.
At the highest end of the market are institutional platforms like the Bloomberg Terminal. While Bloomberg is the undisputed gold standard for data breadth and speed, it comes with a prohibitive price tag, often exceeding $20,000 per year. MarketXLS positions itself as the powerful, cost-effective alternative for the vast majority of professionals and serious individual investors who need institutional-grade data without the institutional-level budget. It provides much of the core data and analytical power needed for sophisticated research at a fraction of the cost, effectively democratizing access to professional tools.
After an exhaustive review of its features, data capabilities, and competitive positioning, the conclusion is clear. For the data-driven investor, the financial modeler, and especially the active options trader who considers Excel their primary analytical tool, MarketXLS is not just worth it—it is an indispensable platform that can fundamentally upgrade an entire investment workflow.
The platform’s core strengths are undeniable: it delivers enterprise-grade data with exceptional breadth and historical depth. Its specialized options trading toolkit is among the best in its class for an Excel-native solution. Most importantly, it empowers users with extreme customizability within the familiar and powerful environment of a spreadsheet, a feat that standalone web platforms cannot match. The continuous product enhancements and responsive customer support further solidify its value proposition.
While the subscription cost is a consideration, its true value lies in the immense amount of time it saves and the advanced analytical capabilities it unlocks. For any serious investor, time is the most valuable asset, and MarketXLS automates the most time-consuming aspects of data collection and analysis, freeing up users to focus on strategy and decision-making.
With the exclusive marketxls coupon code RYANXLS, the investment becomes even more compelling. The 20% discount significantly lowers the barrier to entry, making now an exceptional time to acquire an institutional-grade platform that can directly contribute to better research, faster decisions, and more profitable outcomes.
Which versions of Excel does MarketXLS support?
MarketXLS supports a wide range of software versions, including Excel 2007, 2010, 2013, 2016, and Microsoft 365. It is also compatible with Mac Excel, Excel Online, and Google Sheets, ensuring broad accessibility.
Can I use MarketXLS on multiple computers?
MarketXLS licensing policies typically address usage on multiple machines. For specific details regarding your subscription, it is best to consult their official support or licensing agreement, but the platform is designed for professional use across a user’s devices.
What exchanges and markets does MarketXLS cover?
By default, all plans cover US and Canadian markets, including stocks, ETFs, and options. The platform also offers add-on data bundles for international markets in Europe and Asia, as well as for futures contracts from major US exchanges.
Is there a limit to how many symbols I can track?
MarketXLS is built for performance and can handle spreadsheets with over 1,500 symbols tracking hundreds of data points without significant performance degradation. There are no workbook limitations imposed by the software.
Is there a free trial?
While MarketXLS does not offer a traditional free trial, it provides a 30-day, 100% money-back guarantee on all purchases. This allows you to test the full, unrestricted platform and ensure it meets your needs, making it a risk-free proposition.
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