MarketXLS release 9.3.4.6 (May 6, 2022) did three things: it reorganized the MarketXLS Excel ribbon into sections (Refresh Data, Historical Pricing, Stock Lists, Popular Functions, Analysis, Filter, Charts, Utilities, Search, Settings/Help, Status), added stock rank functions that rank 5,000+ NYSE and NASDAQ stocks nightly, and switched the =EarningsDate function to a new earnings-date data feed. This is a historical release note for the Windows desktop add-in. For current installation options, including the Microsoft 365 add-in for Mac and Excel for the web, see choose your version.
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Key Updates –
MarketXLS has evolved with your feedback into a cross-platform investment research tool. Some of our new workflows needed multiple nested menus as we kept adding new data sources and functionality. Users have also requested changes to the ribbon to rearrange the frequently used menu items and make them more accessible.
Today, we’re excited to share that, with considerable user input, we are launching the revamped MarketXLS Menu Bar. We aim to help you navigate faster around various MarketXLS features and prepare for new features and integrations.
We value your opinion … Please share your thoughts as we continue to enhance MarketXLS with your recommendations
Here are the new updates –
1) New Menu
We have broken down the Menu Bar into the following sections –
**A. Refresh Data **
This section includes all the functionality needed to refresh your data.** Refresh All:**Refreshes all the data in any sheet of your workbook with marketXLS functions.Refresh Selected: Will refresh a selected range of cells.
**5 Min Refresh:Will refresh the data every 5 minutes. Streaming On:**Streaming functions update automatically while this is on. Real-time streaming depends on your plan (Advanced and Business plans stream real-time US stock quotes; Standard quotes are 15-minute delayed).
B. Historical Pricing
This section controls all of your marketXLS historical data.**1 Year Close:to pull a quick one-year history of prices for your ticker. You may also choose other timeframes from the dropdown. Custom Dates:**this tab controls the custom time frame for your historical data. Select a ticker or a group of tickers in Excel. Then, choose your dates and click on “Get Data” to create a new sheet with all the historical data.
C. Stock Lists
This section contains any “Lists.” The lists can include your watchlists, watchlists shared with you, or pre-built stock lists made by our analysts. For example, SP500, Cryptos, Russell 2000, Stocks under $10, Daily Movers, etc. We recommend saving your personal universe of tickers as your watchlists to save time as a best practice.
D. Popular marketXLS Functions
Some of our new workflows needed multiple nested menus as we kept adding new data sources and functionality. To make it easier for you to find popular marketXLS functions, we have created a new section that lists popular functions in different categories. Clicking on a function in this section will auto-populate the function and its default arguments in Excel, with a default symbol MSFT (Change this symbol manually or refer to a cell with another symbol).
E. Analysis
FinancialsUse this section to download the financial statement data of companies. Select the stock and choose the financial statement you want to download. See the financial statements workflow for current instructions.
Technicals
Use this section to calculate technical indicators from the historical data in your sheets.
We have more than 100 technical indicators that can be used to build your custom screens. (We recommend attending one of the upcoming webinars to learn to use these features).
For example, if you have a dataset in a sheet with Open, High, Low, Close, and Volume, you can use this menu to generate indicator columns.
F. Filter
To help you filter and shortlists stocks that meet your screening criteria, find our stock screener and option screener in this section.** Highly recommended if you are an Options Trader!** G. Charts
Create ready-made stock charts in Excel and make charts with your dataset in Excel. Customize your charts, add panels, in-built indicators, multiple axes, etc. Zoom in – Zoom out of charts with dynamic date format handling. Export charts you make in multiple formats, copy as PNG and quickly share on Twitter or StockTwits. Annotate Candlestick patterns on the charts.
H. Utilities
Ever-growing list of Utilities like Option Symbol Convertor, getting option chains, symbols by earnings date, etc, Twitter integration, and more
I. Search
Use this AI-driven search functionality to search from thousands of functions and many downloadable templates.
J. Settings/Help
The General segment hosts the settings/help tab, including your license information, license expiry, and 3d party username and passwords.
K. Status Page
At the time of this release, MarketXLS reported that 90% of requests returned in 86ms or less.
To better communicate with you about any interruptions in our data feeds or in any group of functions,
we have developed a status page where we will update any incidents about the systems.
If you face any issues with any functions, please visit the MarketXLS service status page. That’s not all! We have some more exciting news to share.
2) MarketXLS Stock Ranks
Every night after the markets close, we calculate stock ranks for over 5000 stocks listed on the NYSE and the NASDAQ. We have used the methodology (described MarketXLS stock-ranking methodology) to calculate these ranks.Please note that marketXLS DOES NOT recommend stocks.
The stock ranks are available on our Website and in Excel.
You can access the MarketXLS stock ranks in Excel with the =rank… functions.
3) Earnings Dates (New Data Feed)
We have secured a new data contract to provide better quality earnings date data. Consequently, the =EarningsDate function has started looking at this new dataset. In addition, we will be adding more historical earnings functions in the upcoming releases for backtesting purposes.
The download links from this 2022 release are no longer maintained. To install the current version, follow choose your version or email support@marketxls.com.
Updating to this new version should not impact your existing functions or spreadsheets that you’ve set up.
To upgrade MarketXLS to a new version, ** please follow the three steps below:**
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Close Excel
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Go to Control Panel>> Add and Remove Programs>> Look for marketXLS >> Select it and click on uninstall
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Once the existing version is uninstalled, follow the current Windows update instructions to download and run the installer.
Upgrading to the new version should not impact your Excel sheets or your software license. The latest update will automatically recognize your existing license.
If you face any issues with installing your upgrade, we are available to help. Email us at support@marketxls.com.
