MarketXLS adds Sheets / Excel Add-ins, Broker Connectors, Screeners, Options & Derivatives, Options, Options P&L, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Correlation, Financials, Which ETF includes this Stock?, Interest Rates, Unemployment Rates, Inflation Rates, and GDP coverage that Trackinsight skips.
VOL. XCIV, NO. 247
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Sunday, December 7, 2025
Tool Comparison
MarketXLS vs Trackinsight comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Trackinsight includes ETF Screeners, ETF Comparison, ETF Performance, ETF Factors, Data Visualizations, Backtesting, Factor Exposure, Data APIs, ESG Ratings, News, and Education categories that MarketXLS omits.
Trackinsight keeps a free entry point that MarketXLS lacks.
In depth comparison
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
DesktopWeb
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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Trackinsight
trackinsight.com
Global ETF research & data platform for screening, comparing and analyzing ETFs worldwide. Free Essentials accounts support the core screener, comparison tools and personal lists, while ETF Portfolio Insights, enterprise workflows and ETF Data Services/API are sold on paid tiers (Nasdaq Data Link lists ETF database packages starting around USD 5k/year).
Categories
Platforms
WebAPI
Pricing
FreeSubscription
Quick highlights
- Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors.
- Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks.
- Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence.
- Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
- ETF Portfolio Insights module to analyze, optimize and backtest ETF portfolios, providing portfolio-level views of performance, exposures, factor profiles and risk metrics, with advanced factor analysis powered by partner Scientific Portfolio (an EDHEC venture).
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Where they differ
MarketXLS
Distinct strengths include:
Sheets / Excel Add-insBroker ConnectorsScreenersOptions & DerivativesOptionsOptions P&LMonte CarloRisk Metrics (VaR/ES/Drawdown)
- 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.
Trackinsight
Distinct strengths include:
ETF ScreenersETF ComparisonETF PerformanceETF FactorsData VisualizationsBacktestingFactor ExposureData APIs
- Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors.
- Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks.
- Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence.
- Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
Feature-by-feature breakdown
| Attribute | MarketXLS | Trackinsight |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Portfolio, Watchlist, ETF Overview, ETF Holdings, ETF Fundamentals, Blogs Unique: Sheets / Excel Add-ins, Broker Connectors, Screeners, Options & Derivatives, Options, Options P&L, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Correlation, Financials, Which ETF includes this Stock?, Interest Rates, Unemployment Rates, Inflation Rates, GDP | Shared: Portfolio, Watchlist, ETF Overview, ETF Holdings, ETF Fundamentals, Blogs Unique: ETF Screeners, ETF Comparison, ETF Performance, ETF Factors, Data Visualizations, Backtesting, Factor Exposure, Data APIs, ESG Ratings, News, Education |
Asset types Supported asset classes and universes | Stocks, ETFs, Options, Mutual Funds, Currencies, Futures, Cryptos | ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Desktop, Web | Web, API |
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 | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do MarketXLS and Trackinsight both support?
Both platforms cover Portfolio, Watchlist, ETF Overview, ETF Holdings, ETF Fundamentals, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Trackinsight 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 MarketXLS and Trackinsight?
Both MarketXLS and Trackinsight 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?
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 Trackinsight stands out for Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors., Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks., and Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence..
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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.