MarketXLS.com
Financial research software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$70 per month
Free Trial unavailableFree version unavailable
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What is MarketXLS.com
MarketXLS.com is an Excel-based add-in and web service used to pull market data and build financial analysis models inside spreadsheets. It targets investors, analysts, and finance teams that rely on Excel for screening, valuation, charting, and report creation. The product emphasizes spreadsheet-native workflows, including prebuilt templates and functions for importing quotes and fundamentals, rather than a standalone research terminal.
Excel-native analysis workflow
The product is designed to run inside Microsoft Excel, which fits teams that already standardize on spreadsheets for modeling and reporting. Users can populate cells with market data and refresh outputs without moving work into a separate interface. This reduces friction for building repeatable models and distributing files internally. It is particularly relevant for users who prefer formula-driven, auditable spreadsheets.
Templates for common finance tasks
MarketXLS includes prebuilt spreadsheets and tools aimed at common workflows such as screening, charting, and basic valuation-style analysis. Templates can speed up initial setup compared with building models from scratch. For small teams, this can provide a structured starting point for recurring reports. The approach aligns with spreadsheet-centric research practices.
Data retrieval into spreadsheets
The product focuses on bringing quotes and related market information directly into Excel cells for downstream calculations. This supports custom analytics, scenario work, and integration with internal spreadsheet models. Spreadsheet output also makes it easier to combine MarketXLS data with other internal datasets. The core value is data-to-model flow rather than narrative research content.
Excel dependency and constraints
Because the product is centered on Excel, performance and usability depend on spreadsheet size, user hardware, and Excel version. Complex workbooks can become slow or fragile, especially when many data calls refresh simultaneously. Collaboration and governance can be harder than in centralized web platforms, since files are often shared and edited across users. Organizations with strict model controls may need additional process and tooling.
Less suited to deep research
Excel add-in workflows typically prioritize data extraction and modeling over integrated document search, expert transcripts, and broad alternative datasets. Users needing extensive qualitative research, news intelligence, or large-scale entity mapping may find the experience limited compared with dedicated research platforms. The product is better aligned to spreadsheet analytics than to end-to-end research discovery. Teams may still require separate tools for narrative research and monitoring.
Coverage and licensing clarity
Data coverage (markets, fundamentals depth, history length, and update frequency) and redistribution rights can be critical for financial teams, but these details are not always easy to validate without reviewing plan terms. Buyers may need to confirm what is included per subscription tier and what usage is permitted for client reporting. Integration options beyond Excel (APIs, connectors) may also be more limited than data-first providers. Due diligence on data sources and entitlements is recommended.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Standard | $70 per month; $850 per year (annual) | Delayed (15-minute) market data; includes data & exchange fees; works on Mac, Windows & Excel Online; Available for Non-Professional users. |
| Advanced | $125 per month; $1,500 per year (annual) | Real-time streaming data in Excel; includes data & exchange fees; Available for Non-Professional users. |
| Business | $225 per month; $2,700 per year (annual) | Real-time streaming data; personalized VIP support; includes data & exchange fees; Available for Professional and Non-Professional users. |
