MarketXLS New Release 9.3.4.8

Release Date: February 28th, 2023

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IntroductionHistorical DataOptions DataUse-cases

MarketXLS Version 9.3.4.8 (February 28, 2023) added ThinkorSwim single-leg and multileg trade functions, two dividend-consistency functions, total-return options for =StockReturn functions, a Split History download, moneyness filters for the =Strikes function, weekend handling in =Close_Historical, an Efficient Frontier chart, and an Options Profit Calculator in the screener list.

This is a historical release note. Features and integrations may have changed since 2023; see the MarketXLS documentation and formula library for what is available today.

Key Updates Summary

1. ThinkorSwim Single & Multileg Functions — Configure trades directly from MarketXLS.
2. Dividend Payout Functions — Track consistent growth and profitability.
3. StockReturn Total Returns — All =StockReturn() functions now include price or total returns.
4. Split History — New menu button to download stock split data.
5. ITM, OTM, ATM Options — New arguments in Expiration & Strike functions.
6. Weekend Closing Prices — =Close_Historical returns Friday's prices for weekends.
7. AI Efficient Frontier — Portfolio optimization powered by AI and ML.
8. Options Profit Calculator — New tool in screener for real-time users.

1. ThinkorSwim Single Leg and Multileg Functions

In this update we added 2 new ThinkorSwim functions:

• =TradeMultiLegThinkOrSwim() — Configure multileg option strategies
• =TradeSingleLegThinkOrSwim() — Configure single leg trades

Different strategies involving single or multiple legs can be developed using these functions. You can check the inputs required in the Functions argument tab.

2. Track Financial Stability with Dividend Payout Functions

=ConsecutivePeriodOfIncreasingDividendPayout("msft","5y")

A consecutive period of increasing dividend payout means that a company has consistently increased the amount of dividends it pays out to its shareholders over a certain period of time, indicating profitability and stability.

=ConsecutivePeriodOfUninterruptedDividendPayout("msft","5y")

Tracks whether a company has consistently paid dividends without any interruption over a certain period. Use "Q" instead of "Y" for quarterly data.

3. StockReturn with Price and Total Returns

The =StockReturn() function has been updated to include both price returns (price appreciation) and total returns (price appreciation plus dividends).

Example: =StockReturnOneYear("MSFT","total") — calculates total returns of MSFT over the last year.

4. Split History

To obtain split history of stocks going back 20 years or more, use the new Split History function in the Utilities section.

5. Expiration and Strike Functions for ITM, OTM, and ATM Options

The Expirations and Strike functions now allow you to filter by option moneyness:

• ITM: =Strikes("Stock","Expiration Date","in","call")
• ATM: =Strikes("Stock","Expiration Date","at","call")
• OTM: =Strikes("Stock","Expiration Date","out","call")

6. Weekend Closing Prices with Close_Historical

The =Close_Historical function has been enhanced to retrieve historical closing prices including weekends. Using "Yes" will always return the price of the last day when the market was open.

7. AI-Powered Portfolio Efficient Frontier Chart

The Efficient Frontier chart plots six portfolios for your holdings: conservative, moderate, balanced, growth, aggressive, and an "R" portfolio showing the maximum return at the current portfolio's volatility.

8. Options Profit Calculator

A new Options Profit Calculator tool has been added to the screener list for real-time users. Calculate potential profit or loss from options trading strategies considering underlying stock price, strike price, expiration date, and option premium.

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.