FOR IMMEDIATE RELEASE
MarketXLS Enables AI to Generate Investment-Ready Excel Workbooks Using Its 1,000+ Financial Analysis Functions
Enterprise Ireland-backed platform becomes infrastructure for AI-driven investment workflows, connecting its analytical function library to Claude, ChatGPT, and leading AI platforms
GALWAY, Ireland, February 2026 — The rise of AI-powered tools has exposed a gap in how financial professionals work with data. While many solutions generate static outputs like reports, dashboards, and infographics, few can produce dynamic, functional Excel workbooks powered by live market data.
MarketXLS, the Excel-native investment research platform used by financial advisors, wealth managers, and portfolio managers, today announced the launch of its Model Context Protocol (MCP) integration to address that gap directly. The integration connects MarketXLS's library of over 1,000 analytical Excel functions to AI assistants including Anthropic's Claude, OpenAI's ChatGPT, Cursor, and Windsurf, enabling professionals to describe an analysis goal in plain English and receive a fully functional Excel workbook in return. Unlike generic AI tools, MarketXLS connects AI directly to specialized financial data and over 1,000 analytical functions, enabling investment-ready analysis rather than generic spreadsheet generation.
The launch reflects a broader industry shift toward connecting professional software directly to AI models through emerging standards like MCP. MarketXLS is among the first investment research platforms to make its Excel-native financial analysis engine directly accessible to leading AI assistants.
Making 1,000+ Excel Functions Easier to Use
With over 1,000 use-case-driven analytical functions, developed alongside hundreds of real investment professionals, MarketXLS offers one of the deepest Excel-native function libraries available for investment analysis. The challenge for many professionals has been discovering the right functions, understanding the syntax and arguments, and figuring out the best combinations for their specific use cases.
The MCP integration solves this by letting professionals describe what they need in plain English. Instead of searching through documentation, a user can simply say "build me a covered call screening template for my top 20 holdings" or "create a portfolio valuation workbook using P/E, dividend yield, and RSI for these tickers," and receive a fully functional, investment-ready Excel workbook powered by live financial data, with the correct MarketXLS formulas already in place.
Key capabilities include:
- AI-assisted Excel template creation. Professionals describe their analysis needs in plain English and receive complete Excel workbooks built with the right MarketXLS functions, correct syntax, and proper arguments.
- Function discovery and guidance. AI helps users navigate over 1,000 functions, understand which ones to use, how to combine them, and what arguments to pass, making the full library accessible regardless of experience level.
- Complex workbook generation. From portfolio trackers and options screening tools to valuation models and risk assessment templates, AI can assemble multi-function workbooks that would traditionally take hours to build manually.
- Multi-platform support. Works with Claude, ChatGPT, Cursor, and Windsurf, fitting into existing workflows.
Robin Bisarya, Co-founder and COO of MarketXLS, noted: "The rise of AI chat tools has clearly exposed the gap between simply accessing data and truly working with it. While many solutions focus on generating static outputs, the real challenge lies in building dynamic, live, functional Excel workbooks. That is the space where MarketXLS's MCP integration delivers real value."
"What Anthropic has done by enabling connectors and making their advanced capabilities available to all users is transformative for our users," said Ankur Mohan, Founder and CEO of MarketXLS. "They can now unlock more advanced use cases with world-class AI models, and get more out of our platform in a much easier way. We have over 1,000 analytical functions with millions of possible combinations. The reality is that most professionals only scratch the surface of what's available. MCP changes that. Now a user can describe their analysis goal and AI will find the right functions, build the right formulas, and deliver a working spreadsheet. It saves significant time and helps our users implement their use cases much more quickly. As we continue to build out AdvisorXLS, our platform for financial advisors and wealth managers, this kind of AI-assisted workflow will speed up how professionals work with our tools."
Anagh Kanungo, CTO of MarketXLS, added: "In working closely with investment advisors and portfolio managers, we've seen how much time professionals spend searching for the right Excel functions, figuring out syntax, and building workbooks from scratch. MCP was designed to collapse that friction. Now a professional can describe a use case, whether it's screening for undervalued stocks, tracking portfolio performance, or analysing options strategies, and get a ready-to-use Excel workbook with the right MarketXLS formulas built in. This makes MarketXLS a direct infrastructure layer for AI-driven investment analysis. That's the foundation of where we're taking the platform: making it the easiest and most powerful way for professionals to move from idea to complete analysis in Excel."
Enterprise-Grade Infrastructure
MarketXLS's approach is built on the infrastructure and relationships that professional workflows demand:
- Enterprise-grade data partners. Powered by strategic partnerships with QuoteMedia, a leading enterprise financial data provider, fiscal.AI, and ORATS for options research.
- Excel-native architecture. Every function and generated workbook runs natively inside Microsoft Excel, ensuring professionals retain full control, flexibility, and compatibility with their existing Excel-based investment workflows.
- Proven at scale. A mature data infrastructure serving over 90 million API calls per month.
- Built for professionals. Designed around the spreadsheet workflows of advisors, analysts, and portfolio managers.
This integration represents a broader shift toward AI-driven investment workflows, where professionals can move from an investment idea to a complete, data-powered analysis through natural language.
Seamless Access: No New Accounts Required
Existing MarketXLS subscribers can connect to the MCP integration immediately using their current credentials. The platform extends naturally from the Excel tools professionals already rely on.
For professionals looking to evaluate the platform, MarketXLS is offering complimentary access with a daily usage allocation. Interested professionals can connect directly with the MarketXLS team to get started.
Get started: Create Template with AI
About MarketXLS
MarketXLS is a Galway, Ireland-based financial technology company that builds the Excel-native investment research platform for financial professionals. The company's platform delivers over 1,000 use-case-driven analytical functions, built alongside hundreds of real investment professionals, with live and historical data across equities, options, ETFs, mutual funds, and economic indicators. MarketXLS is actively expanding its capabilities to help professionals get more out of their spreadsheet-based workflows.
Website: marketxls.com
Media Contact
Ankur Mohan Founder and CEO, MarketXLS ankur@marketxls.com
Disclaimer: This is a press release issued by MarketXLS. The information provided does not constitute investment advice.
