Investment Strategies
Capital markets stocks screener Excel that scores investment banks, brokers, exchanges, and asset managers on valuation, quality, and momentum ahead of the Q2 2026 trading and IB rebound.
Rate cut beneficiaries screener Excel that ranks rate-sensitive stocks by a 0-100 rate-sensitivity score, with KPI tiles, sector charts, and scenario analysis for a Fed pivot.
Shareholder yield screener Excel template that ranks stocks by dividends, buybacks, and debt paydown combined, using live MarketXLS formulas.
Homebuilder earnings dashboard Excel template that tracks Q2 2026 report dates, gross margins, ROE, leverage and price-to-book valuation for 12 US builders in one live MarketXLS file.
Magnificent 7 earnings dashboard excel - track AAPL, MSFT, GOOGL, AMZN, NVDA, META and TSLA in one live, dashboard-style Excel template powered by MarketXLS formulas.
Operating margin screener excel - rank stocks by operating margin and spot margin expansion with a dashboard-style Excel template powered by live MarketXLS formulas.
A free Excel ROIC screener that ranks stocks by return on invested capital alongside ROE, margins, growth, and leverage, combined into a transparent quality score.
Earnings season calendar tracker Excel template that maps Q2 2026 report dates, consensus EPS and revenue estimates, market-implied expected moves, and prior surprises into one live MarketXLS dashboard.
Sector relative strength dashboard excel - rank all 11 S&P 500 sector ETFs by relative strength versus SPY in one live Excel dashboard. Free MarketXLS template for reading the 2026 rotation out of mega-cap tech and into energy, industrials, and value.
Sector earnings growth dashboard Excel template that tracks consensus EPS and revenue growth across all 11 S&P 500 sectors for the Q2 2026 earnings season, with KPI tiles, charts, and a live MarketXLS screener.
Equal weight vs cap weight dashboard excel - track the breadth spread between RSP and SPY, QQQ and QQQE, and every sector pair in one live Excel dashboard. Free template for reading the June 2026 rotation out of mega-cap tech and into the broader market.
Screen floating rate ETFs in Excel: rank BKLN, SRLN, JAAA, FLOT, USFR, TFLO and more by yield, beta, and a rising-rate income score. Free template.
Shareholder yield screener excel - a premium, dashboard-style template that ranks 24 large caps by total cash returned through dividends, buybacks, and debt paydown, with KPI tiles, charts, conditional formatting, and live MarketXLS formulas.
Pairs trading dashboard Excel template tracks the price ratio, rolling z-score, hedge ratio, and correlation for a long-short pair, with KPI tiles, a screener, and scenario analysis built around live MarketXLS formulas.
TIPS breakeven inflation tracker Excel - turn the spread between nominal Treasuries and TIPS into a live 5Y, 10Y, and 5Y5Y forward breakeven dashboard built for the Fed pause regime.
Power grid stocks dashboard Excel: a professional-grade June 2026 template that tracks IPPs, regulated utilities, grid equipment makers, and transmission EPC names against an AI electricity demand score, with KPI tiles, scenario analysis, and conditional-formatted heatmaps.