VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

Tool Comparison

MarketXLS vs Ziggma comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

MarketXLS adds Sheets / Excel Add-ins, Options & Derivatives, Options, Options P&L, Monte Carlo, Correlation, ETF Overview, ETF Holdings, ETF Fundamentals, Which ETF includes this Stock?, Interest Rates, Unemployment Rates, Inflation Rates, and GDP coverage that Ziggma skips.

Ziggma includes Stock Ideas, ETF Screeners, Scores, ESG Ratings, Dividends, Dividend, Alerts, and Education categories that MarketXLS omits.

Ziggma 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.

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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Ziggma

ziggma.com

Broker‑agnostic, web‑based portfolio tracker and fundamental research platform for self‑directed, long‑term investors, combining multi‑account aggregation, Ziggma Stock Scores, dividend and impact analytics, Smart Alerts and a portfolio simulator. Account aggregation uses Plaid and Snaptrade via OAuth and encrypts all holdings data on US‑based AWS infrastructure; Ziggma never sees login credentials. Stock Scores and the Top 50 list unlock on Starter, while Smart Alerts, Portfolio Optimizer and Model & Guru portfolios require Investor or Expert; Expert raises brokerage links and virtual portfolios to unlimited, and all paid tiers include a 7‑day free trial.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios.
Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data.
Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding.
Algorithm‑powered Ziggma Stock Scores—daily updated, fully fundamentals‑driven 0–100 ratings based on dozens of indicators for growth, profitability, valuation and financial strength for all US stocks above $100m market cap—plus a Top 50 list of high‑scoring stocks in fast‑growing industries.
High‑performance stock and ETF screener with intuitive sliders and presets, including ESG/impact filters (climate leaders, circular economy, Sharia‑compliant) and technical/momentum criteria like 52‑week highs.

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Where they differ

MarketXLS

Distinct strengths include:

Sheets / Excel Add-ins Options & Derivatives Options Options P&L Monte Carlo Correlation ETF Overview ETF Holdings

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.

Ziggma

Distinct strengths include:

Stock Ideas ETF Screeners Scores ESG Ratings Dividends Dividend Alerts Education

Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios.
Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data.
Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding.
Algorithm‑powered Ziggma Stock Scores—daily updated, fully fundamentals‑driven 0–100 ratings based on dozens of indicators for growth, profitability, valuation and financial strength for all US stocks above $100m market cap—plus a Top 50 list of high‑scoring stocks in fast‑growing industries.

Feature-by-feature breakdown

Attribute	MarketXLS	Ziggma
Categories Which research workflows each platform targets	Shared: Broker Connectors, Screeners, Risk Metrics, Portfolio, Watchlist, Financials, Blogs Unique: Sheets / Excel Add-ins, Options & Derivatives, Options, Options P&L, Monte Carlo, Correlation, ETF Overview, ETF Holdings, ETF Fundamentals, Which ETF includes this Stock?, Interest Rates, Unemployment Rates, Inflation Rates, GDP	Shared: Broker Connectors, Screeners, Risk Metrics, Portfolio, Watchlist, Financials, Blogs Unique: Stock Ideas, ETF Screeners, Scores, ESG Ratings, Dividends, Dividend, Alerts, Education
Asset types Supported asset classes and universes	Stocks, ETFs, Options, Mutual Funds, Currencies, Futures, Cryptos	Stocks, ETFs, Mutual Funds, Bonds, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Desktop, Web	Web
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. Broker/trading connections: Thinkorswim, Tradier (single & multi‑leg), Orion (single‑leg), Interactive Brokers (via TWS API).	Unique Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios. Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data. Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding. Algorithm‑powered Ziggma Stock Scores—daily updated, fully fundamentals‑driven 0–100 ratings based on dozens of indicators for growth, profitability, valuation and financial strength for all US stocks above $100m market cap—plus a Top 50 list of high‑scoring stocks in fast‑growing industries. High‑performance stock and ETF screener with intuitive sliders and presets, including ESG/impact filters (climate leaders, circular economy, Sharia‑compliant) and technical/momentum criteria like 52‑week highs. Impact investing workflow that surfaces impact‑oriented stocks, ETFs, green bonds and other opportunities, and lets users screen portfolios and universes based on values‑aligned themes and impact profiles.
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 Ziggma both support?

Both platforms cover Broker Connectors, Screeners, Risk Metrics, Portfolio, Watchlist, Financials, 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?

Ziggma 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 Ziggma?

Both MarketXLS and Ziggma 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 Ziggma stands out for Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., and Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding..

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