MarketXLS New Release 9.3.4.5

M
MarketXLS Team
Published
New Release 9.3.4.5 - financial analysis guide with MarketXLS Excel add-in

Release Date: January 12th, 2022

We are excited to announce the release of MarketXLS Version 9.3.4.5. Since the last release, we have worked hard to create a new update that will help customers in their investment tracking and analysis.


Key Updates Summary

  1. 35+ New Functions — Growth, earnings, and profitability functions added.
  2. Year-End Market Tracker Template — 52-week highs, lows and returns for top stocks.
  3. Bug Fixes & Optimizations — Minor improvements for a better experience.

1. 35+ New Growth, Earnings & Profitability Functions

There have been many customer requests to add functions related to growth, earnings and profitability. We are thrilled to announce the addition of more than 35 new functions including:

Growth Functions:

  • =QoQGrowth("symbol","metric") — Quarter-on-quarter growth based on key fundamentals such as revenue, EPS, FCF and more.
  • =YoYGrowth("symbol","metric") — Year-on-year growth based on key fundamentals.
  • =SalesOneYearGrowth("Symbol") — How much a stock's sales have grown in a year.
  • =EPSOneYearGrowth("MSFT") — Earnings per share one year growth.
  • =RevenueThreeYearCAGR("msft") — Three year compound annual revenue growth rate.
  • =DividendPerShareFiveYearCAGR("msft") — Five year dividend per share CAGR.

Scoring & Analysis Functions:

  • =AltmanZscore("Symbol") — Calculates the chances of whether a company will go bankrupt. The lower the score, the higher the possibility.
  • =BeneishMscore("msft") — Beneish M-Score for detecting earnings manipulation.
  • =PitrioskiFscore("msft") — Piotroski F-Score for financial strength assessment.

Other Useful Functions:

  • =IsOptionable("Symbol") — Whether options are traded on a stock or not.
  • =DividendFrequency("msft") — How often dividends are paid.
  • =Exchange("msft") — Which exchange a stock trades on.
  • =inflation() — Current inflation rate.

You can access these functions by clicking on "Search and Help" on the MarketXLS menu bar. Simply search the function, copy and paste it in Excel, and change the stock symbol inside the parentheses.


2. Year-End Market Tracker Template

We have created a special year-end market tracker for you on Excel. The file showcases:

  • 52-week highs, lows and returns for the Top 100 NASDAQ stocks, ETFs and Mutual Funds
  • Individual tracking template (additional tab) showing Simple Moving Average, stock returns vs market returns, volume, charts and more — just change the stock ticker
  • A powerful template for analyzing and comparing different stocks

3. Bug Fixes & Optimizations

We have made minor bug fixes and optimizations to better enhance your experience of investment research.


Installation Instructions

For Windows Users:

  1. Close Excel
  2. Go to Control Panel > Add and Remove Programs > MarketXLS > Uninstall
  3. Download the latest version from: marketxls.com/software
  4. Double click on the downloaded .msi file to install.

For any questions, please feel free to email us at support@marketxls.com or call us at 1-877-778-8358.

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.

Interested in building, analyzing and managing Portfolios in Excel?
Download our Free Portfolio Template
I agree to the MarketXLS Terms and Conditions
Call: 1-877-778-8358
Ankur Mohan MarketXLS
Welcome! I'm Ankur, the founder and CEO of MarketXLS. With more than ten years of experience, I have assisted over 2,500 customers in developing personalized investment research strategies and monitoring systems using Excel.

I invite you to book a demo with me or my team to save time, enhance your investment research, and streamline your workflows.
Implement "your own" investment strategies in Excel with thousands of MarketXLS functions and templates.
MarketXLS provides all the tools I need for in-depth stock analysis. It's user-friendly and constantly improving. A must-have for serious investors.

John D.

Financial Analyst

I have been using MarketXLS for the last 6+ years and they really enhanced the product every year and now in the journey of bringing in AI...

Kirubakaran K.

Investment Professional

MarketXLS is a powerful tool for financial modeling. It integrates seamlessly with Excel and provides real-time data.

David L.

Financial Analyst

I have used lots of stock and option information services. This is the only one which gives me what I need inside Excel.

Lloyd L.

Professional Trader

Meet The Ultimate Excel Solution for Investors

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