★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
MarketXLS Review, Pricing, and Features
MarketXLS
MarketXLS is an Excel-first market data, options, portfolio analytics, screening, and template add-in for investors who want live or delayed financial data directly inside spreadsheets. It is useful for Excel-heavy workflows covering stocks, ETFs, options, mutual funds, crypto, forex, fundamentals, FRED economic data, ETF holdings, portfolio templates, and broker order-ticket integrations. It is not a redistributable market-data API: real-time coverage is tiered, some exchanges require add-ons, and licensing is personal-use oriented.
Best for
- Excel-heavy investors who want live/delayed quotes, fundamentals, options chains, Greeks, ETF data, portfolio templates, and broker order-ticket workflows inside spreadsheets.
- Spreadsheet users comparing MarketXLS's paid tiers for Excel data automation.
- Users who need spreadsheet-native analysis and templates more than a browser-first terminal or redistributable market-data API.
Watch out
- MarketXLS states it does not provide its own datafeed or API access for commercial redistribution through the software.
- 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
- MarketXLS in Excel for Windows, Mac, and Excel Online, with 1,000+ spreadsheet functions for market data and analytics.
- Access to 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.
- Analysis of options with chains, Greeks, implied-volatility tools, order-flow functions, strategy P&L templates, and symbology conversion.
- 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.
- Connections for supported broker workflows such as Thinkorswim, Tradier, Orion, and Interactive Brokers via TWS API for order-ticket or integration use cases.
- Excel and CSV-friendly outputs plus a service status page for operational context.
- MarketXLS is spreadsheet-native analysis software, not a public developer API, hosted terminal, broker replacement, or data redistribution license; verify real-time and exchange entitlements before buying.
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 + 6 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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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:
- Twitter / X: @Jera_Value
- Website: Jera Value
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