VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View BeanvestView MarketXLSBack to Home

Head-to-head

Beanvest vs MarketXLS comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Beanvest adds Valuation Models, and Insider Data coverage that MarketXLS skips.

MarketXLS includes Sheets / Excel Add-ins, Screeners, Options & Derivatives, Options, Options P&L, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Watchlist, Correlation, ETF Overview, ETF Holdings, ETF Fundamentals, Which ETF includes this Stock?, Interest Rates, Unemployment Rates, Inflation Rates, GDP, and Blogs categories that Beanvest omits.

Beanvest highlights: Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges., Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL)., and Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap..

MarketXLS is known for: Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..

Beanvest has a free tier, while MarketXLS requires a paid plan.

Beanvest logo

Beanvest

beanvest.com

Hands-on review

Portfolio tracking and valuation platform with both free and premium tiers. The free plan supports a single portfolio with up to 20 holdings. Premium unlocks benchmarks, DEGIRO broker sync, and other features, with most price data updated every 15 minutes (some assets end-of-day). Automatic dividend adjustment is marked as 'coming soon' for Premium.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges.
  • Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL).
  • Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap.
  • Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes.
  • CSV import supported, with templates and guides for DEGIRO and Interactive Brokers exports.

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MarketXLS logo

MarketXLS

marketxls.com

Excel‑first market data & analytics add‑in with 1,000+ functions. Default data is 15‑min delayed (QuoteMedia); real‑time streams and intraday history available with data add‑ons. Web screener, ETF database/overlap tools, options chains & Greeks, and portfolio templates (incl. Efficient Frontier). Direct order‑ticket functions for Thinkorswim, Tradier, Orion, plus IBKR integration via TWS API. No public data API for redistribution; personal use license.

Platforms

Desktop
Web

Pricing

Subscription

Quick highlights

  • Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users.
  • Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.
  • Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter.
  • Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
  • Web screener with hundreds of metrics; stock ranks (Value/Quality/Technical); spreadsheet builder to generate ready‑made workbooks.

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Portfolio, Financials, and Broker Connectors.

Where they differ

Beanvest

Distinct strengths include:

Valuation Models
Insider Data
  • Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges.
  • Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL).
  • Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap.
  • Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes.

MarketXLS

Distinct strengths include:

Sheets / Excel Add-ins
Screeners
Options & Derivatives
Options
Options P&L
Monte Carlo
Risk Metrics (VaR/ES/Drawdown)
Watchlist
  • Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users.
  • Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.
  • Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter.
  • Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.

Feature-by-feature breakdown

AttributeBeanvestMarketXLS
Categories

Which research workflows each platform targets

Shared: Portfolio, Financials, Broker Connectors

Unique: Valuation Models, Insider Data

Shared: Portfolio, Financials, Broker Connectors

Unique: Sheets / Excel Add-ins, Screeners, Options & Derivatives, Options, Options P&L, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Watchlist, Correlation, ETF Overview, ETF Holdings, ETF Fundamentals, Which ETF includes this Stock?, Interest Rates, Unemployment Rates, Inflation Rates, GDP, Blogs

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Bonds, Commodities, Cryptos

Stocks, ETFs, Options, Mutual Funds, Currencies, Futures, Cryptos

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Desktop, Web

Pricing

High-level pricing models

Free, Subscription

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges.
  • Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL).
  • Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap.
  • Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes.
  • CSV import supported, with templates and guides for DEGIRO and Interactive Brokers exports.
  • Built-in Discounted Cash Flow (DCF) calculator with auto-loaded cash flows and adjustable inputs for valuation work.

Unique

  • Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users.
  • Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.
  • Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter.
  • Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
  • Web screener with hundreds of metrics; stock ranks (Value/Quality/Technical); spreadsheet builder to generate ready‑made workbooks.
  • Broker/trading connections: Thinkorswim, Tradier (single & multi‑leg), Orion (single‑leg), Interactive Brokers (via TWS API).
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Beanvest and MarketXLS both support?

Both platforms cover Portfolio, Financials, and Broker Connectors workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Beanvest offers a free entry point, while MarketXLS requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Beanvest and MarketXLS?

Both Beanvest and MarketXLS prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Beanvest differentiates itself with Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges., Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL)., and Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap., whereas MarketXLS stands out for Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.