★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
MarketXLS vs QuantRocket
Pick MarketXLS if
MarketXLS
Best for sheets / excel add-ins and options
From $70/mo · Desktop · Web · 100% positive (1 vote)
- You care about sheets / excel add-ins, options, and options p&l, things QuantRocket doesn't offer
Pick QuantRocket if
QuantRocket
Best for quant and backtesting
Free • Paid plans available · Web · API
- You'd rather start free and only pay if you outgrow it
- You want an API so you can script or automate things
- You care about quant, backtesting, and auto-trading & bots, things MarketXLS doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
The verdict
The bottom line
MarketXLS and QuantRocket cover a lot of the same ground (2 shared categories, broker connectors and screeners), so for the basics you won't go far wrong with either. MarketXLS simply does more: 16 categories to QuantRocket's 8, including sheets / excel add-ins, options, and options p&l. QuantRocket counters by being completely free.
Key differences at a glance
- Free plan
- QuantRocket
- Broader coverage
- MarketXLS16 vs 8 categories
- Desktop app
- MarketXLS
- API access
- QuantRocket
- Broker sync
- QuantRocket
- Asset coverage
- MarketXLSAdds mutual funds and cryptos
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $70/mo | Free • Paid plans available |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 3 limits: Standard: annual price usd: 850, Advanced: annual price usd: 1,500 +1 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | No | Yes |
Broker sync | No | Yes |
Integrations | Interactive Brokers, Thinkorswim +10 more | Interactive Brokers, Alpaca +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 16 | 8 |
Regions | North America, Europe, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 more | 6 signals: Latency: Streaming, Real-time, and End of Day, Granularity: Tick, Minute, and EOD +4 more |
Capabilities | 5 signals: Factors: Value, Quality, and Momentum, Multi-leg options +3 more | 5 signals: Custom formulas, Universe builder +3 more |
Security | Status page | Status page |
| Try it | Visit MarketXLS | Visit QuantRocket |
Standout features
What MarketXLS does best
- Use MarketXLS in Excel for Windows, Mac, and Excel Online, with 1,000+ spreadsheet functions for market data and analytics.
- Pull quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Use real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Expect Standard to default to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data as recorded in the profile.
- Analyze options with chains, Greeks, implied-volatility tools, order-flow functions, strategy P&L templates, and symbology conversion.
What QuantRocket does best
- Run research and backtests in a Docker-based platform built around Jupyter, Python clients, CLI tools, and REST services.
- Use the free tier for research and backtesting with sample data, including a survivorship-bias-free 2007-2011 U.S. daily stock bundle and sample symbols.
- Move to Full Access for complete up-to-date datasets, paper trading, live trading, and bundled U.S. minute-bar data where licensed.
- Build point-in-time screening and ranking pipelines, with Alphalens and Pyfolio support for notebook analysis.
- Connect to Interactive Brokers for historical and real-time data across many global exchanges plus broker-connected trading workflows.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsMutual FundsCurrenciesFuturesCryptos | StocksETFsFuturesCurrenciesOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CA5 exchangesIdentifiers: Ticker and CUSIP | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | StreamingReal-timeEnd of Day |
Data granularity | MinuteEOD | TickMinuteEOD |
| Access & integrations | ||
API protocols | Not specified | RESTWebSocket |
API auth & delivery | Not specified | Auth: NoneSDKs: Python |
Import methods | Not specified | CSV |
Integrations | Interactive BrokersThinkorswimTradierOrionCharles Schwab (OpenView Gateway)QuoteMediaIEX CloudNasdaq+4 more | Interactive BrokersAlpacaPolygon.ioNasdaq Data LinkEDIBrain |
Export formats | ExcelCSV | CSVJSON |
| Plans & trust | ||
Security & compliance | Status page | Status page |
Capability signals | Factors: Value, Quality, and MomentumMulti-leg optionsGreeksMonte CarloCorrelation | Custom formulasUniverse builderMulti-leg optionsGreeksBroker sync |
Vendor & support | MarketXLS LimitedCountry: IrelandFounded 2016Support: Email and Phone | QuantRocket LLCCountry: USSupport: Email and Forum |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Methodology 4/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$70/mo
Starting price
Plans & pricing
- annual price usd: 850
- annual price usd: 1,500
- annual price usd: 2,400
Free
Lower starting price
Plans & pricing
Coverage overlap
Shared categories
2Where the two tools cover the same ground.
MarketXLS strengths
14QuantRocket strengths
6What you only get with QuantRocket.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between MarketXLS and QuantRocket?
MarketXLS leans toward sheets / excel add-ins, broker connectors, and screeners, while QuantRocket puts more weight on screeners, quant, and backtesting. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is MarketXLS or QuantRocket free to use?
QuantRocket has a free tier, so you can get started without paying anything. MarketXLS is paid-only. If budget matters, start with QuantRocket and see how far it takes you before opening your wallet.
Does MarketXLS or QuantRocket have an API?
QuantRocket has an API for programmatic access and custom integrations. MarketXLS doesn't, so you're working through its interface.
Should I choose MarketXLS or QuantRocket?
It depends on what you're after. Pick MarketXLS if sheets / excel add-ins and options matter to you; go with QuantRocket if you'd rather have quant and backtesting. And if you only need the basics both share, let price decide.
What asset classes do MarketXLS and QuantRocket cover?
Both cover stocks, ETFs, options, and currencies. MarketXLS also handles mutual funds and cryptos.
Do MarketXLS and QuantRocket offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from MarketXLS and QuantRocket?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can MarketXLS or QuantRocket connect to my broker?
QuantRocket syncs with brokers automatically. With MarketXLS, you're entering holdings by hand or importing files.
Which has a better stock screener: MarketXLS or QuantRocket?
Both MarketXLS and QuantRocket include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with MarketXLS or QuantRocket?
MarketXLS handles portfolio tracking. QuantRocket is really a research tool; you'd track your portfolio elsewhere.
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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.