MarketXLS vs Orion Advisor Tech comparison

MarketXLS focuses on Sheets / Excel Add-ins, Broker Connectors, and Screeners while Orion Advisor Tech specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Both platforms require a paid subscription to access their full feature set. Compare the pricing details above to find the best value for your needs.

MarketXLS is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Orion Advisor Tech has a mobile app so you can check your research on the go. MarketXLS is web-only, so you'll need a browser to access it from mobile devices.

Orion Advisor Tech provides API access for programmatic data retrieval and custom integrations. MarketXLS doesn't currently offer an API, so you'll need to use their web interface.

Choose MarketXLS if you need Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., and 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.. Go with Orion Advisor Tech if Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services. better fits how you invest.

Both cover Stocks, ETFs, Options, and Mutual Funds. MarketXLS also includes Currencies, Futures, and Cryptos. Orion Advisor Tech adds coverage for Closed-End Funds, Bonds, Funds, and Other.

MarketXLS offers real-time data feeds, which is essential for active traders. Orion Advisor Tech uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (Excel). This is useful for custom analysis or record-keeping.

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

MarketXLS includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.