MarketXLS New Release 9.3.4.5

Release Date: January 12th, 2022

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IntroductionHistorical DataOptions DataUse-cases

MarketXLS version 9.3.4.5, released January 12, 2022, added more than 35 growth, earnings and profitability functions (such as =YoYGrowth, =RevenueThreeYearCAGR, =AltmanZscore and =PitrioskiFscore), a year-end market tracker template, and minor bug fixes. These are historical release notes; for current installation steps, see choose your version.

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 (2022 instructions; see the MarketXLS docs for current steps):

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.