MarketXLS is an early investment research platform to support MCP for Excel-based financial workflows, helping professionals generate complete Excel analysis workbooks faster than ever.

Stop using fragile direct links—Power Query creates faster, automated, and more robust workbook connections.

China’s global outbound direct investment surged to a seven-year high in 2025 as Chinese firms pivoted their capital towards strategic raw materials and data centres, according to a report by Rhodium ...

AI hype has triggered millions of people and many corporations to dabble in AI with some launching full-blown applications.

As I described here, Power BI can send SQL queries in parallel in DirectQuery mode and you can see from the Timeline column there is some parallelism happening here – the last two SQL queries ...

Morningstar Direct is a comprehensive application that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, ...

How did long term-mutual funds and ETFs perform last month? Understand the short-term and long-term trends affecting equity funds, sector-equity funds, bond funds, and more. Each month, Morningstar ...

Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and financial ...