MarketXLS adds Sheets / Excel Add-ins, Broker Connectors, Options & Derivatives, Options, Options P&L, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Correlation, ETF Fundamentals, Which ETF includes this Stock?, Interest Rates, Unemployment Rates, Inflation Rates, GDP, and Blogs coverage that Morningstar Investor skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Friday, October 10, 2025
Head-to-head
MarketXLS vs Morningstar Investor comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Morningstar Investor includes News, Alerts, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, and Bulls Say Bear Say categories that MarketXLS omits.
MarketXLS 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., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
Morningstar Investor is known for: Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists., Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings., and Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)..
Morningstar Investor keeps a free entry point that MarketXLS lacks.
Morningstar Investor offers mobile access, which MarketXLS skips.
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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Morningstar Investor
morningstar.com
Hands-on review
Morningstar’s flagship research and portfolio platform for individual investors. Free users get access to screeners and quotes, while subscribers unlock analyst reports, expanded data, and premium ratings. A 7-day trial is available. Canceling a subscription also removes access to saved portfolios, watchlists, and screens.
Categories
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists.
- Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings.
- Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature).
- Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers.
- Portfolio and watchlist alerts delivered via email to keep you informed on holdings you track.
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Overlap
Shared focus areas
6 overlapsMutual strengths include Screeners, Portfolio, and Watchlist plus 3 more areas.
Where they differ
MarketXLS
Distinct strengths include:
Sheets / Excel Add-ins
Broker Connectors
Options & Derivatives
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.
Morningstar Investor
Distinct strengths include:
- Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists.
- Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings.
- Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature).
- Quote pages enriched with Morningstar Star Ratings and detailed analysis for subscribers.
Feature-by-feature breakdown
| Attribute | MarketXLS | Morningstar Investor |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, Watchlist, Financials, ETF Overview, ETF Holdings Unique: Sheets / Excel Add-ins, Broker Connectors, Options & Derivatives, Options, Options P&L, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Correlation, ETF Fundamentals, Which ETF includes this Stock?, Interest Rates, Unemployment Rates, Inflation Rates, GDP, Blogs | Shared: Screeners, Portfolio, Watchlist, Financials, ETF Overview, ETF Holdings Unique: News, Alerts, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Scores, Bulls Say Bear Say |
Asset types Supported asset classes and universes | Stocks, ETFs, Options, Mutual Funds, Currencies, Futures, Cryptos | Stocks, ETFs, Mutual Funds, Closed-End Funds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Desktop, Web | Web, Mobile |
Pricing High-level pricing models | Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do MarketXLS and Morningstar Investor both support?
Both platforms cover Screeners, Portfolio, Watchlist, Financials, ETF Overview, and ETF Holdings workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Morningstar Investor offers a free entry point, while MarketXLS requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
Morningstar Investor ships a dedicated mobile experience, while MarketXLS focuses on web or desktop access.
What unique strengths set the two platforms apart?
MarketXLS differentiates itself with 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., whereas Morningstar Investor stands out for Powerful screeners for stocks, funds, ETFs, and closed-end funds with over 200 searchable data points and curated pre-filtered lists., Portfolio X-Ray tool showing allocations by asset class, sector, and region across combined holdings., and Analyst reports with Fair Value estimates, Moat ratings, and “Bulls Say / Bears Say” perspectives (subscriber feature)..
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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.