VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Programmatic picks

MarketXLS logo

Alternatives to MarketXLS

Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test MarketXLS against peers before committing to a long-term plan.

Quick takeaways

YCharts is the closest drop-in replacement with overlapping coverage in Sheets / Excel Add-ins, Broker Connectors, and Screeners while adding Stock Comparison and ETF Comparison coverage and Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks. and Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns. features (category overlap ~71%).

Budget-conscious? Try OpenBB, GuruFocus, Investing.com, Seeking Alpha, MarketWatch, Yahoo Finance, FINVIZ, Nasdaq.com, Alpha Vantage, Stock Rover, Koyfin, Financial Modeling Prep (FMP), TradingView, TipRanks, Tickertape, Trendlyne, Stock Analysis, and ETF Action to get started without a paid plan.

Need mobile access? GuruFocus, Investing.com, and Seeking Alpha bring phone-ready workflows that MarketXLS lacks.

Round out your stack with new coverage areas like Stock Comparison, ETF Comparison, Data Visualizations, and Performance Attribution.

MarketXLS still leads on Options P&L, so keep it handy for those workflows.

#1 Alternative

Hands-on Tested
Similarity score 2519
Category overlap: 71%

Shared coverage

Sheets / Excel Add-ins
Broker Connectors
Screeners
Risk Metrics (VaR/ES/Drawdown)
Portfolio
Watchlist

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Expands into Stock Comparison, ETF Comparison, and Data Visualizations coverage beyond what MarketXLS offers.
  • Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
  • Pair it with MarketXLS if you still need Options & Derivatives, Options, and Options P&L.

Adds coverage: Stock Comparison, ETF Comparison, Data Visualizations, and Performance Attribution

Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).

#2 Alternative

Free Tier
Similarity score 1869
Category overlap: 43%

Shared coverage

Sheets / Excel Add-ins
Options & Derivatives
Financials
ETF Overview
ETF Holdings
Interest Rates

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • OpenBB keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Expands into APIs & SDKs, Custom Dashboards, and Data APIs coverage beyond what MarketXLS offers.
  • Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
  • Pair it with MarketXLS if you still need Broker Connectors, Screeners, and Options.

Adds coverage: APIs & SDKs, Custom Dashboards, Data APIs, and News

Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.

#3 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1865
Category overlap: 48%

Shared coverage

Sheets / Excel Add-ins
Screeners
Portfolio
Financials
ETF Overview
ETF Holdings

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • GuruFocus keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • GuruFocus adds mobile access for on-the-go monitoring.
  • Expands into Stock Ideas, Stock Comparison, and Backtesting coverage beyond what MarketXLS offers.
  • Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
  • Pair it with MarketXLS if you still need Broker Connectors, Options & Derivatives, and Options.

Adds coverage: Stock Ideas, Stock Comparison, Backtesting, and Investor Holdings

Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.

#4 Alternative

Hands-on Tested
Free Tier
Similarity score 1810
Category overlap: 44%

Shared coverage

Screeners
Options
Portfolio
Watchlist
Financials
ETF Overview

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Investing.com keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Investing.com adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, News, and Alerts coverage beyond what MarketXLS offers.
  • Standout features include Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives.

Adds coverage: ETF Screeners, News, Alerts, and Calendar

Standout features: Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., Portfolio and watchlist syncing across devices, with CSV import for holdings., and Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.

#5 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1783
Category overlap: 43%

Shared coverage

Screeners
Options
Portfolio
Watchlist
Financials
ETF Overview

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Seeking Alpha keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Seeking Alpha adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, Stock Comparison, and Data Visualizations coverage beyond what MarketXLS offers.
  • Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives.

Adds coverage: ETF Screeners, Stock Comparison, Data Visualizations, and News

Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.

#6 Alternative

Hands-on Tested
Free Tier
Similarity score 1668
Category overlap: 39%

Shared coverage

Screeners
Options
Watchlist
Financials
ETF Overview
ETF Holdings

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • MarketWatch keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • MarketWatch adds mobile access for on-the-go monitoring.
  • Expands into News, Alerts, and Calendar coverage beyond what MarketXLS offers.
  • Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives.

Adds coverage: News, Alerts, Calendar, and Data Visualizations

Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.

#7 Alternative

Hands-on Tested
Free Tier
Similarity score 1668
Category overlap: 41%

Shared coverage

Screeners
Options
Portfolio
Watchlist
Financials
ETF Overview

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Yahoo Finance keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Yahoo Finance adds mobile access for on-the-go monitoring.
  • Expands into News, Alerts, and Calendar coverage beyond what MarketXLS offers.
  • Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives.

Adds coverage: News, Alerts, Calendar, and Data Visualizations

Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.

#8 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1613
Category overlap: 47%

Shared coverage

Screeners
Options
Portfolio
Watchlist
Financials
ETF Overview

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • FINVIZ keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Expands into Data Visualizations, Backtesting, and News coverage beyond what MarketXLS offers.
  • Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives.

Adds coverage: Data Visualizations, Backtesting, News, and Alerts

Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.

#9 Alternative

Hands-on Tested
Free Tier
Similarity score 1608
Category overlap: 39%

Shared coverage

Screeners
Options
Portfolio
Watchlist
Financials
ETF Overview

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Nasdaq.com keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Nasdaq.com adds mobile access for on-the-go monitoring.
  • Expands into News, Calendar, and Dividends coverage beyond what MarketXLS offers.
  • Standout features include Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives.

Adds coverage: News, Calendar, Dividends, and Splits

Standout features: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., Options chains enhanced with Greeks such as Delta, Gamma, and Vega., and Dedicated pages for short interest, insider transactions, and institutional holdings (13F).

#10 Alternative

Hands-on Tested
Free Tier
Similarity score 1596
Category overlap: 39%

Shared coverage

Sheets / Excel Add-ins
Options & Derivatives
ETF Holdings
Interest Rates
Unemployment Rates
Inflation Rates

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Alpha Vantage keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Expands into Data APIs, News, and News Sentiment coverage beyond what MarketXLS offers.
  • Standout features include Equity time series for global stocks (intraday down to 1-minute, plus daily/weekly/monthly) with 20+ years of history, including pre- and post-market support and adjustment toggles for splits and dividends., US options coverage with real-time and historical data spanning over 15 years, including optional greeks and implied volatility outputs in JSON or CSV., and Fundamentals and corporate actions such as company overviews, financials, dividends, splits, plus ETF profiles and holdings..
  • Pair it with MarketXLS if you still need Broker Connectors, Screeners, and Options.

Adds coverage: Data APIs, News, News Sentiment, and Calendar

Standout features: Equity time series for global stocks (intraday down to 1-minute, plus daily/weekly/monthly) with 20+ years of history, including pre- and post-market support and adjustment toggles for splits and dividends., US options coverage with real-time and historical data spanning over 15 years, including optional greeks and implied volatility outputs in JSON or CSV., Fundamentals and corporate actions such as company overviews, financials, dividends, splits, plus ETF profiles and holdings., and Corporate calendars: earnings announcements, IPO schedules, listings, and delisting status.

#11 Alternative

Similarity score 1589
Category overlap: 78%

Shared coverage

Sheets / Excel Add-ins
Broker Connectors
Screeners
Options
Portfolio
Financials

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Desktop and Web

Pricing: Subscription

Why investors switch

  • Expands into Analyst Forecasts and Education coverage beyond what MarketXLS offers.
  • Standout features include Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite)., ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers., and Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes..
  • Pair it with MarketXLS if you still need Options & Derivatives, Options P&L, and Monte Carlo.

Adds coverage: Analyst Forecasts and Education

Standout features: Excel & Google Sheets add‑ins with custom functions: =WISE() for fundamentals/estimates/segments and =WISEPRICE() for live & historical prices/dividends; =WISEOPTIONS() for option chains and greeks (Elite)., ‘Statement Dump’ pulls 19Y annual or 72 quarters of IS/BS/CF plus key & growth metrics; optional ‘SEC as reported’ view for US filers., Built‑in Screener (Elite): filter by market cap, dividend yield, sector, industry, exchange; ‘Get List’ and ‘Get Data’ modes., and Coverage across major global exchanges (US, Europe, APAC, LatAm, Middle East, Africa) and OTC; supports ETFs and mutual funds.

#12 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1581
Category overlap: 38%

Shared coverage

Screeners
Monte Carlo
Portfolio
Watchlist
Correlation
Financials

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Stock Rover keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Stock Rover adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what MarketXLS offers.
  • Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives.

Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Data Visualizations

Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.

#13 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1562
Category overlap: 39%

Shared coverage

Screeners
Portfolio
Watchlist
Financials
ETF Overview
ETF Holdings

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Koyfin keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Koyfin adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, Data Visualizations, and News coverage beyond what MarketXLS offers.
  • Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives.

Adds coverage: ETF Screeners, Data Visualizations, News, and Alerts

Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).

#14 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1547
Category overlap: 33%

Shared coverage

Financials
ETF Holdings
Which ETF includes this Stock?
Interest Rates
Unemployment Rates
Inflation Rates

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Financial Modeling Prep (FMP) keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Expands into Data APIs, 13F, and Insider Data coverage beyond what MarketXLS offers.
  • Standout features include Tiered access: Starter (U.S.), Premium (adds UK/Canada and up to 30 years of history), Ultimate (global markets, transcripts, ETFs, mutual funds, 13F data, one-minute intraday, bulk/batch delivery)., REST APIs secured with API keys; calls made by appending the key to endpoints., and WebSocket streaming for real-time equities, forex, and crypto feeds..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Screeners.

Adds coverage: Data APIs, 13F, Insider Data, and Transcripts

Standout features: Tiered access: Starter (U.S.), Premium (adds UK/Canada and up to 30 years of history), Ultimate (global markets, transcripts, ETFs, mutual funds, 13F data, one-minute intraday, bulk/batch delivery)., REST APIs secured with API keys; calls made by appending the key to endpoints., WebSocket streaming for real-time equities, forex, and crypto feeds., and Historical and intraday chart data with resolutions from one minute to four hours, including dividend-adjusted series.

#15 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1505
Category overlap: 29%

Shared coverage

Screeners
Options & Derivatives
Portfolio
Watchlist
Financials
ETF Overview

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Desktop and Web

Pricing: Subscription

Why investors switch

  • TradingView keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • TradingView adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, Stock Ideas, and Data Visualizations coverage beyond what MarketXLS offers.
  • Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Options.

Adds coverage: ETF Screeners, Stock Ideas, Data Visualizations, and Backtesting

Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.

#16 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1499
Category overlap: 33%

Shared coverage

Screeners
Portfolio
Watchlist
Financials
ETF Overview
ETF Holdings

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • TipRanks keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • TipRanks adds mobile access for on-the-go monitoring.
  • Expands into Top Analysts, ETF Screeners, and Stock Ideas coverage beyond what MarketXLS offers.
  • Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives.

Adds coverage: Top Analysts, ETF Screeners, Stock Ideas, and Analyst Forecasts

Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.

#17 Alternative

Hands-on Tested
Free Tier
Similarity score 1488
Category overlap: 39%

Shared coverage

Broker Connectors
Screeners
Portfolio
Watchlist
Financials
ETF Overview

Assets: Stocks, ETFs, and Options

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Tickertape keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Tickertape adds mobile access for on-the-go monitoring.
  • Expands into News, Alerts, and Dividends coverage beyond what MarketXLS offers.
  • Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Options & Derivatives, and Options.

Adds coverage: News, Alerts, Dividends, and Splits

Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.

#18 Alternative

Hands-on Tested
Free Tier
Similarity score 1485
Category overlap: 33%

Shared coverage

Sheets / Excel Add-ins
Broker Connectors
Screeners
Options & Derivatives
Portfolio
Watchlist

Assets: Stocks, Options, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Trendlyne keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Trendlyne adds mobile access for on-the-go monitoring.
  • Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what MarketXLS offers.
  • Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
  • Pair it with MarketXLS if you still need Options, Options P&L, and Monte Carlo.

Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Data Visualizations

Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.

#19 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1439
Category overlap: 33%

Shared coverage

Screeners
Portfolio
Watchlist
Financials
ETF Overview
ETF Holdings

Assets: Stocks, ETFs, and Mutual Funds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • Stock Analysis keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Stock Analysis adds mobile access for on-the-go monitoring.
  • Expands into ETF Screeners, IPO, and Top Analysts coverage beyond what MarketXLS offers.
  • Standout features include Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., and Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives.

Adds coverage: ETF Screeners, IPO, Top Analysts, and Stock Comparison

Standout features: Stock, ETF, and IPO screeners with 200+ indicators and real-time filtering. Pro users can save screens., Coverage spans more than 100,000 tradable symbols worldwide. US quotes are real-time via Cboe; international quotes are delayed or EOD depending on exchange., Financial data provided by S&P Global. Free users see 5 years of history; Pro extends to 10 years. Downloadable exports use Nasdaq Data Link (US) and FMP (non-US)., and Pro plan includes unlimited CSV/Excel exports, advanced analyst filtering, business metrics for 40,000+ companies, detailed ETF holdings, and full corporate actions. Pricing: $6.58/month (annual) or $9.99/month (monthly).

#20 Alternative

Free Tier
Similarity score 1348
Category overlap: 41%

Shared coverage

Screeners
Portfolio
Watchlist
ETF Overview
ETF Holdings
ETF Fundamentals

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Subscription

Why investors switch

  • ETF Action keeps a free tier, so you can replicate MarketXLS workflows without upgrading.
  • Expands into ETF Performance, ETF Valuation, and ETF Factors coverage beyond what MarketXLS offers.
  • Standout features include Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., and Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates..
  • Pair it with MarketXLS if you still need Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives.

Adds coverage: ETF Performance, ETF Valuation, ETF Factors, and ETF Overlap

Standout features: Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models., Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates., and Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Financials×18
ETF Overview×17
Screeners×17
ETF Holdings×16
Portfolio×16
Watchlist×15
Interest Rates×7
Options×7

New angles introduced

Categories the alternatives add beyond MarketXLS.

News+18
Alerts+14
Calendar+14
Dividends+13
Analyst Price Targets+11
Data Visualizations+11
Analyst Forecasts+10
Insider Data+10

Access & Pricing

Free options

18/20

18 picks introduce a free tier you can start with.

Mobile ready

13/20

13 alternatives bring native mobile access.

API availability

7/20

7 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

9 starred / 17 tested

9 tools are flagged as analyst picks; 17 have been hands-on tested.

Avg. coverage overlap

43%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to MarketXLS?

MarketXLS users most often consider YCharts, OpenBB, and GuruFocus as their go-to alternatives.

Which alternatives keep a free tier?

OpenBB, GuruFocus, Investing.com, Seeking Alpha, MarketWatch, Yahoo Finance, FINVIZ, Nasdaq.com, Alpha Vantage, Stock Rover, Koyfin, Financial Modeling Prep (FMP), TradingView, TipRanks, Tickertape, Trendlyne, Stock Analysis, and ETF Action offer a free plan or trial option, making them easy to test before committing to a paid subscription.

Which workflows do the top MarketXLS alternatives cover?

Expect deep coverage across Blogs, Broker Connectors, Correlation, ETF Fundamentals, ETF Holdings, ETF Overview, Financials, GDP, Inflation Rates, Interest Rates, Monte Carlo, Options, Options & Derivatives, Portfolio, Risk Metrics (VaR/ES/Drawdown), Screeners, Sheets / Excel Add-ins, Unemployment Rates, Watchlist, and Which ETF includes this Stock?, so you can port most MarketXLS workflows without much friction.

Where does MarketXLS still stand out?

MarketXLS remains the go-to for Options P&L, which the current alternatives do not fully replicate.

Information

About Me

Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.

Find me here:

Got questions or suggestions? I'm all ears!

Missing a Tool?

Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!

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Starred Tools

These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.

Tested Tools

These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.