VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
MarketXLS Review, Pricing, and Features
MarketXLS
MarketXLS puts market data, options, portfolio analytics, screens, and templates inside Excel. It covers stocks, ETFs, options, funds, crypto, forex, fundamentals, FRED, ETF holdings, and broker order tickets. It is personal-use spreadsheet software, not a redistributable data API; real-time coverage and exchange access are tiered.
Best for
- Spreadsheet users who need delayed or live quotes, fundamentals, options data, ETF data, portfolio templates, and supported broker order tickets.
- Spreadsheet users comparing MarketXLS's paid tiers for Excel data automation.
- People who need spreadsheet analysis and templates rather than a standalone terminal or redistributable data API.
Watch out
- MarketXLS does not permit redistribution of data through the spreadsheet product. Business includes commercial-use rights, but it is not a public data API.
- Standard uses delayed data by default. Advanced and Business unlock more real-time streaming coverage, and some futures/international data require add-ons.
Community votes (overall)
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Pricing
From $70/mo · 3 plans
Standard
Advanced
Business
Key features
- Use more than 1,000 market-data and analysis functions in Excel on Windows, Mac, and the web, or in Google Sheets.
- Access quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analyze options chains, Greeks, implied volatility, order flow, strategy profit and loss, and broker symbols.
- Portfolio and research templates such as Efficient Frontier, correlation, volatility, drawdowns, fundamentals, and historical statement workbooks.
- Screening for stocks through the web screener and spreadsheet builder, including value, quality, and technical rank workflows.
- Connect supported order workflows for Thinkorswim, Tradier, Orion, and Interactive Brokers through TWS API.
- Excel and CSV-friendly outputs plus a service status page for operational context.
- Connect MarketXLS to supported AI clients through its OAuth-authenticated MCP service.
- MarketXLS does not provide a public redistribution API. Check real-time and exchange entitlements before subscribing.
FAQ
Is MarketXLS free?
No. MarketXLS does not offer a free plan. Expect subscription pricing when you onboard. Check the vendor site for the most recent offers.
Who is MarketXLS best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does MarketXLS support?
You can use MarketXLS on Desktop and Web. Integrations include Interactive Brokers, Thinkorswim, Tradier, Orion, Charles Schwab (OpenView Gateway), QuoteMedia + 7 more.
Which markets does MarketXLS cover?
MarketXLS covers North America, Europe, and APAC. Examples include US and CA. It tracks Stocks, ETFs, Mutual Funds, Options, Currencies, Futures + 1 more. Identifiers include Ticker and CUSIP.
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I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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