MarketXLS Screener Release

In this article

In May 2022, MarketXLS launched a stock screener on its website. You add rules on fundamental and technical metrics, save the screen as public, private, or team-shared, view the matching stocks in a table, and send them to Excel. The screener is also available from the Excel add-in. To use the web version, log in with your MarketXLS account. The current screener is at /screener.

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Screener Release - stock data and fundamental analysis in Excel with MarketXLS

Key Updates –

Get Started –

  1. We will get into the features soon but before you start using all these features you need to create an account on the MarketXLS website.

  2. Just go to –  and enter your details associated with your marketXLS account including the license key that you use to access the MarketXLS excel add-in.

  3. Once done you can proceed to log in to the website and start using all our functionality.

  4. If you have any doubts or problems with registration please reach out to us at support@marketxls.com or drop us a message on the chatbot on our website

1) MarketXLS Screener

Using the MarketXLS Screener you can find stocks based on hundreds of fundamental and technical indicators on our website itself. Go to the MarketXLS stock screener and add your desired rules to find the stocks as per your liking.

You can also find the screener under the features tab at the top of every page.

Also, you can access the screener directly from Excel by clicking on the screener’s tab on the top. You can add the rules by clicking on the add rule button under the Applied Filters tab.

  1. Here you can select a metric that you want to filter and then proceed to add the corresponding value that you want.

  2. We have categorized metrics under the relevant headings for the best experience.

  3. Once that’s done you can decide on the comparison operator and proceed on to adding other rules similarly.

  4. Once you are done adding all the rules you can simply click the save filters button and add a name and a description to the screen that you are creating.

  5. Here you can choose if you want the screen to be public, private, or shared within a team.

  6. Finally, just click the go-to screen button and the website shall display a table of all the stocks that meet your defined criteria.

  7. If you want these stocks in your excel sheet you can just click on the Save button in the right-hand corner of the screen.

  8. Additionally, you can also see some of the screens that we have created in the left-hand corner.

  9. You can just select any one of those and click go to screen to see the filtered stock list.

  10. You can also share the link to your screen by clicking on the share button in the top right corner of your screen.

2)MarketXLS Watchlist

Additionally, you can also individually select the stocks you want from that list and create a custom watchlist which will be saved on the website and can be imported to excel as well using the save button on the right corner. If you like a stock from the stock ranks page you can easily add it to your watchlist and export it to excel later.

3) Status Page

  1. We have also added a new status option on the website which indicates which functions are live and which are under maintenance.

  2. You can find it in the top right corner of every page.

  3. You can also access it straight from your excel sheet by going into the settings/help tab and clicking the system status button.

4) Stock Ranks Page

Introducing MarketXLS Stock Ranks which will help you improve your odds of stock picking by making all the fundamental and technical information about a stock easily accessible.We provide the information under the following subheads –

1. Overview –

2. Financials –

3. Value –

4. Quality –

5. Technical –

6. Estimates –

7. Peers –

8. Charts –

9. News –

10. Trend Analysis & Forecast

To further simplify it we also provide a MarketXLS score after considering the technical and fundamental aspects of the underlying stock.

To learn more about how we calculate the ranks, read the Stock Ranking Algorithm Decoded whitepaper.

If you like a stock you can easily add it to your watchlist and export it to excel later.
This information is also available to non-users, so you can send it to your network as well !

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.

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Ankur
AnkurFounder & CEO, MarketXLS
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