How To

If Microsoft Excel is an app that you utilize for building market screening dashboards then you might periodically require updating the symbols used in the dashboards. For example, using an Excel… more

This post is another example of using Excel functions and RTD calls to screen a large portfolio. The sample dashboard tracks the holdings of the NASDAQ 100® Index (as of 8/02/2026). The screening… more

This post is another example of using Excel functions and RTD calls to screen a large portfolio. The sample dashboard is the holdings of the S&P 500® Index (as of 7/20/2026). The screening is… more

This post details an Excel dashboard for measuring the Z-Score of stocks from the NASDAQ 100. The dashboard sets the parameters as user defined inputs for the time frame, the average lookback… more

Excel has some very useful functions for screening market performance data and filtering large amounts of data to highlight particular user defined results for further analysis.

This post… more

This post details using a nested XLOOKUP function to pull data from a matrix. The matrix displays the monthly percentage net change using a column for the symbols and a row for the months. The RTD… more

This post details the Market Profile Value Areas (MPVA) study, as well as providing a downloadable Excel sample for pulling MPVA study data into a spreadsheet.

When applied to a chart, the… more

This post walks through using Excel's XLOOKUP with Min, Median, and Max Functions to create a summary table of market performance for the forward curves of Soybeans, Soybean Meal, Soybean Oil,… more

This post offers a sample spreadsheet with typical RTD formulas used for building a market quotes dashboard. You can download the dashboard and enter in symbols. All capital letters are required.… more

The London Metal Exchange (LME) is the world center for the trading of industrial metals. The majority of non-ferrous metal futures business is transacted on the LME platforms.

The LME… more