Fidelity (Fidelity Brokerage Services LLC) adds Brokerage, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, and News coverage that MarketXLS skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Fidelity (Fidelity Brokerage Services LLC) vs MarketXLS comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
MarketXLS includes Sheets / Excel Add-ins, Broker Connectors, Screeners, Options, Options P&L, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Correlation, ETF Overview, ETF Holdings, ETF Fundamentals, Which ETF includes this Stock?, Interest Rates, Unemployment Rates, Inflation Rates, GDP, and Blogs categories that Fidelity (Fidelity Brokerage Services LLC) omits.
Fidelity (Fidelity Brokerage Services LLC) highlights: Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades., and Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals..
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..
Fidelity (Fidelity Brokerage Services LLC) ships a mobile app. MarketXLS is web/desktop only.
Fidelity (Fidelity Brokerage Services LLC)
fidelity.com
A leading U.S. brokerage offering commission-free stock and ETF trades, plus robust platforms for both casual investors and active traders. Options contracts are priced at $0.65 each. Advanced conditional order types and streaming Level II data are available through Active Trader Pro, Fidelity’s professional desktop platform.
Categories
Platforms
Web
Mobile
Desktop
Pricing
Other
Quick highlights
- Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee).
- Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades.
- Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals.
- Supports advanced conditional orders including Contingent, Multi-Contingent, OCO, OTO, and OTOCO, both on Fidelity.com and within Active Trader Pro.
- Options chain displays real-time Greeks and supports multi-leg strategies inside Active Trader Pro.
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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.
Categories
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
4 overlapsMutual strengths include Portfolio, Watchlist, and Financials plus 1 more area.
Where they differ
Fidelity (Fidelity Brokerage Services LLC)
Distinct strengths include:
- Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee).
- Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades.
- Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals.
- Supports advanced conditional orders including Contingent, Multi-Contingent, OCO, OTO, and OTOCO, both on Fidelity.com and within Active Trader Pro.
MarketXLS
Distinct strengths include:
Sheets / Excel Add-ins
Broker Connectors
Screeners
Options
Options P&L
Monte Carlo
Risk Metrics (VaR/ES/Drawdown)
Correlation
- 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
| Attribute | Fidelity (Fidelity Brokerage Services LLC) | MarketXLS |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Portfolio, Watchlist, Financials, Options & Derivatives Unique: Brokerage, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, News | Shared: Portfolio, Watchlist, Financials, Options & Derivatives Unique: Sheets / Excel Add-ins, Broker Connectors, Screeners, Options, Options P&L, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), 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, Options, Bonds, Mutual Funds, 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, Mobile, Desktop | Desktop, Web |
Pricing High-level pricing models | Other | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Fidelity (Fidelity Brokerage Services LLC) and MarketXLS both support?
Both platforms cover Portfolio, Watchlist, Financials, and Options & Derivatives workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fidelity (Fidelity Brokerage Services LLC) and MarketXLS require subscriptions?
Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.
Which tool has mobile access?
Fidelity (Fidelity Brokerage Services LLC) ships a dedicated mobile experience, while MarketXLS focuses on web or desktop access.
What unique strengths set the two platforms apart?
Fidelity (Fidelity Brokerage Services LLC) differentiates itself with Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades., and Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals., 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..
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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.