Version History
A complete history of MarketXLS releases, from our founding in 2016 to the latest updates.
vMCP IntegrationFebruary 2026
AI-Powered Excel Workbooks
- Model Context Protocol (MCP) integration connecting 1,000+ Excel functions to AI assistants including Claude, ChatGPT, Cursor, and Windsurf
- Generate investment-ready Excel workbooks from plain English descriptions
- AI-assisted function discovery and guidance across the full function library
- Multi-platform support fitting into existing professional workflows
v9.4.0August 12, 2025
Symbol Compatibility & Performance Enhancements
- Enhanced symbol compatibility with Charles Schwab, Interactive Brokers, Fidelity, and Tastyworks/Tastytrade formats
- New =OptionSymbolConvert function for converting between broker symbol formats
- Complete overhaul of analyst and earnings data functions with improved accuracy
- Enhanced =earnings_date and =earnings_time with optional index parameter for historical/future earnings
- GetOptionChain performance fix — returns only active options, significantly faster
- New =ETFHoldings function returning latest SEC holdings data
- Improved Greeks calculation accuracy for Delta, Gamma, Theta, Vega, and Rho
- Website dashboard compatibility — watch lists sync between web and Excel
- Major connection management optimization for improved speed and stability
- Launched FundXLS platform for fund and ETF analysis
v9.3.7June 25, 2024
Up to 10x Faster Refreshes & AI Integration
- Up to 10x faster refreshes with local-level caching optimization
- XLSolve AI — instant answers to MarketXLS and Excel questions, trained on 5 years of customer queries
- RTI (Real-time Intelligence) functions — streaming RSI, SMA and other time-based indicators with 1m, 5m, 15m, 1h intervals
- ChatGPT integration — ask questions about your spreadsheets using your own OpenAI API key
- Fixed issue where Excel could not insert columns/rows when streaming is on
- Plugin no longer gets disabled due to exceptions
- Resolved Excel waiting for OLE action to complete
v9.3.6May 10, 2024
Real-time Option Greeks Functions
- Custom real-time Greeks functions: =opt_Delta, =opt_Gamma, =opt_Theta, =opt_Vega, =opt_Rho, =opt_ImpliedVolatility
- Calculate Greeks based on your own inputs for what-if scenario analysis
- New =previousEarningsReportDate and =previousEarningsReportTime functions
- Enhanced =StrikeNext function — returns nearest strike price to a specified value for precise option strategy planning
v9.3.5November 2023
Options Flow Summary
- Advanced Options Flow Summary functions for enhanced options data analysis
- New opt functions series for option traders
v9.3.4.9June 22, 2023
EOD Data for Major US Indices
- Added EOD data for major US indices: ^VIX, ^SPX, ^IXIC, ^DJI, ^NDX with 5 years of historical data
- New =ExpirationNext function — get next expiration date for an underlying symbol
- New =StrikeNext function — get next strike price above or below money
- Performance enhancement optimizations addressing speed and OLE-based errors
v9.3.4.8February 28, 2023
ThinkorSwim Multileg & Dividend Functions
- Configure single and multileg option strategies for ThinkorSwim directly from MarketXLS
- New dividend payout functions: =ConsecutivePeriodOfIncreasingDividendPayout and =ConsecutivePeriodOfUninterruptedDividendPayout
- StockReturn functions updated to include price and total returns
- New Split History menu button to download stock split data
- ITM, OTM, and ATM arguments added to Expiration & Strike functions
- =Close_Historical now returns Friday closing prices for weekends
- AI-powered Portfolio Efficient Frontier Chart function
- New Options Profit Calculator tool in screener for real-time users
v9.3.4.7October 17, 2022
Implied Volatility & Spreadsheet Builder
- 18 new Implied Volatility functions including IV Rank and IV Percentile (1m and 1y)
- Ex-Earnings Implied Volatility functions (10d, 20d, 30d, 60d, 90d, 6m, 1y)
- New Spreadsheet Builder — select stocks and metrics, click a button to auto-generate a starter sheet
- New =Strikes and =Expirations functions to get all strikes and expiration dates for a symbol
- New =TopOptionsByVolume and =TopOptionsByOpenInterest functions
- GetOptionChain optimization with blank row end marker
- Streaming Off button optimization — completely disconnects streaming service
- Historical options data now returns last working day values on weekends
- New Reverse Iron Condor template
- 100+ pre-built screeners added to the website, accessible from Excel
v9.3.4.6May 6, 2022
Brand New Menu & Stock Rank Functions
- Completely redesigned MarketXLS menu interface
- New Stock Rank functions added
- MarketXLS Screener launch — stock screening beyond Excel
v9.3.4.5January 12, 2022
Crypto Data & Trading Integration
- Cryptocurrency data functions added
- Buy stocks straight from Excel functionality
- Enhanced real-time streaming
v9.3.22021
Mutual Fund Data & Broker Integrations
- New mutual fund data source with improved historical pricing and calculations
- ThinkorSwim + Interactive Brokers integrations
- Enhanced close historical functions
v9.32021
Guru Screens & Options Scanner
- New Guru Screen functions for advanced stock analysis
- New optimized Options Scanner
- Advanced screening capabilities
v9.22020
Portfolio Analytics Functions
- Advanced portfolio analytics functions added
- Stock news integration
- New ETF data and functions
- Optimized real-time streaming functions
v9.12019
Function Search & Options Symbols
- New function search utility for easier discovery
- Options symbols support added
- Started MarketXLS YouTube Channel
v1.0December 2016
MarketXLS Founded
- Initial launch of MarketXLS Excel add-in
- Historical fundamental functions and data
- Partnership with Barchart for market data
- Lookup functionality added
Call: 1-877-778-8358 
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.
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.
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...
MarketXLS is a powerful tool for financial modeling. It integrates seamlessly with Excel and provides real-time data.
I have used lots of stock and option information services. This is the only one which gives me what I need inside Excel.