Portfolio & Investment Strategies Part 6 of 6

Portfolio Page

With Ankur and Anagh

Mar 21, 2017Updated Dec 27, 20212 min read

Table of contents 01

In this article

What MarketXLS does in Excel

MarketXLS is an add-in that adds financial-data functions to Excel (a Windows desktop add-in, plus a Microsoft 365 add-in for Excel on Mac and Excel for the web) and a Google Sheets add-on. You type formulas such as =Last("MSFT") for a quote, =QM_GetHistory("MSFT") for price history, or =PERatio("MSFT") for a fundamental, and the data fills the cell. The formula library has 1000+ functions covering quotes, history, fundamentals, options, technical indicators, and portfolio analysis. Stock quotes are 15-minute delayed on the Standard plan and real-time streaming on the Advanced and Business plans; see pricing.

See it in actionMarketXLS video

Try it in your own spreadsheet

Get the free MarketXLS sample workbook (.xlsx).

No account needed. MarketXLS live data requires a paid plan. Preview workbook

Explore more videos

Portfolio Page - portfolio optimization and risk metrics in Excel with MarketXLS

Stream Live Stock Data or Refresh on Demand

Get quotes, historical prices, and fundamentals as Excel formulas

Explore live stock quotes and Excel formulas.

Historical Data

Get Professional-grade Historical Stock data in Excel. Use easy formulas like GetHistory(“MSFT”) or use a menu

Explore historical stock data in Excel.

Manage and Optimize your stock portfolios with ease

Explore the portfolio manager.

Screen Stocks

Screen by returns, dividends, fundamentals, valuations, and many more

Technical Analysis

Use built-in indicator functions such as =RSI, =SimpleMovingAverage, and =MACD, or build your own from price history.

Explore technical indicators.

Ever growing list of Utilities, templates and models

Pre-made stock lists, symbol lookup, industry and sector classifications, valuation models, and templates

Explore utilities and apps.

Global coverage with addons

Buy data bundles as you need them as all versions allow integration of addons with other data partners like Quotemedia & Barchart.

Amazing Charts

Beautiful looking charts in your Excel that integrate with your Excel data sets

Fanatical Personal Service & Community support

Support by email at support@marketxls.com and by phone at 1-877-778-8358 (US toll-free), plus online documentation.

Get started

Compare plans on the pricing page or book a demo.

About the authors

About Robin

Co-Founder & COO, MarketXLS

Robin is a co-founder and the COO of MarketXLS. He works with Ankur and Anagh on the MarketXLS blog, creating articles together about market data and spreadsheet workflows.

Written collaboratively by Robin, Ankur and Anagh.

Important Disclaimer

The information provided in this article is for educational and informational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any securities. MarketXLS is a financial data platform and is not a registered investment advisor, broker-dealer, or financial planner. Always conduct your own research and consult with a qualified financial professional before making any investment decisions. Past performance is not indicative of future results. Trading and investing involve substantial risk of loss.

Explore MarketXLS in Excel

Download a free sample workbook (.xlsx). MarketXLS is a paid subscription.

See MarketXLS in action

Bring this workflow into Excel.

Book a demo with our team to see how MarketXLS supports your market research.

AnkurFounder & CEO, MarketXLS