VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing MarketXLS and YCharts will find that Both MarketXLS and YCharts concentrate on Sheets / Excel Add-ins, Broker Connectors, and Screeners workflows, making them natural alternatives for similar investment research jobs. MarketXLS leans into Options & Derivatives, Options, and Options P&L, which can be decisive for teams that need depth over breadth. YCharts stands out with Stock Comparison, ETF Comparison, and Data Visualizations that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
MarketXLS vs YCharts
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- MarketXLS adds Options & Derivatives, Options, Options P&L, Monte Carlo, Which ETF includes this Stock?, and Blogs coverage that YCharts skips.
- YCharts includes Stock Comparison, ETF Comparison, Data Visualizations, Performance Attribution, Scenario & Stress Tests, News, Alerts, Data APIs, Scores, ETF Performance, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Yield Curves, and APIs & SDKs 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..
- YCharts is known for: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
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
Pricing
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.
YCharts
ycharts.com
Advisor-focused research, portfolio analytics, and proposal platform. Lower tiers are more view-only, while add-ons unlock the Excel add-in and broader fund/SMA datasets. Intraday quotes are available on a short delay (about 90–120 seconds).
Categories
Platforms
Pricing
Quick highlights
- Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
- Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
- Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
- Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
- Excel & API: an add-on Excel add-in with dynamic formulas/templates, a REST API with API keys and official Python/R clients, and exports to CSV/Excel/PDF/images.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
MarketXLS
Distinct strengths include:
- 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.
YCharts
Distinct strengths include:
- Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks.
- Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns.
- Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators.
- Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Feature-by-feature breakdown
| Attribute | MarketXLS | YCharts |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Sheets / Excel Add-ins, Broker Connectors, Screeners, Risk Metrics (VaR/ES/Drawdown), Portfolio, Watchlist, Correlation, Financials, ETF Overview, ETF Holdings, ETF Fundamentals, Interest Rates, Unemployment Rates, Inflation Rates, GDP Unique: Options & Derivatives, Options, Options P&L, Monte Carlo, Which ETF includes this Stock?, Blogs | Shared: Sheets / Excel Add-ins, Broker Connectors, Screeners, Risk Metrics (VaR/ES/Drawdown), Portfolio, Watchlist, Correlation, Financials, ETF Overview, ETF Holdings, ETF Fundamentals, Interest Rates, Unemployment Rates, Inflation Rates, GDP Unique: Stock Comparison, ETF Comparison, Data Visualizations, Performance Attribution, Scenario & Stress Tests, News, Alerts, Data APIs, Scores, ETF Performance, ETF Overlap, Analyst Forecasts, Short Interest, Insider Data, Yield Curves, APIs & SDKs |
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, API |
Pricing High-level pricing models | Subscription | 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 YCharts both support?
Both platforms cover Sheets / Excel Add-ins, Broker Connectors, Screeners, Risk Metrics (VaR/ES/Drawdown), Portfolio, Watchlist, Correlation, Financials, ETF Overview, ETF Holdings, ETF Fundamentals, Interest Rates, Unemployment Rates, Inflation Rates, and GDP workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do MarketXLS and YCharts require subscriptions?
Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.
How can you access MarketXLS and YCharts?
Both MarketXLS and YCharts 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 YCharts stands out for Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
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.