A MarketXLS alternative when the research lives in an AI client, not a spreadsheet
MarketXLS is an Excel add-in: more than a thousand formulas for prices, fundamentals, options and technicals inside a workbook, sold from $70 a month, with an MCP server that its documentation lists as supported in Claude and that requires an active subscription. Equibles is a research layer for SEC filings, earnings call transcripts, ownership and US market data reached through MCP and REST, with a free plan. [1] [2] [3] [4] [5]
Equibles
Research layer
Quick verdict
The short answer
Choose MarketXLS when your models live in Excel and you want live prices and fundamentals as spreadsheet functions. Choose Equibles when the work is filing, transcript and ownership research in Claude, ChatGPT or code, and when you want to start without a subscription. [1] [3] [4] [5]
Decision compass
Which product fits your work?
Side-by-side
Equibles vs MarketXLS
This table compares current product positioning and published capabilities. It is not a benchmark of data accuracy or completeness.
| Criterion | Equibles | MarketXLS | What it means |
|---|---|---|---|
| Surface | MCP tools and REST endpoints | Excel add-in with more than a thousand formulas; MCP for subscribers | Equibles for agents and code; MarketXLS for workbooks [1] [2] [3] |
| SEC filings | Filing search with line references and XBRL financials | No filing-text formula in the function reference | Equibles when the filing is the source [3] [4] |
| Earnings calls | Speaker-attributed transcripts and briefs | No transcript formula in the function reference | Equibles when the call is the source [3] [4] |
| Ownership | 13F, insider Forms 3, 4, 5 and 144, congressional trades | Percent held by insiders and institutions as ratios; no insider-transaction or 13F formulas | Equibles for ownership evidence [3] [4] |
| Market data | US daily prices, FINRA short data, live quotes and option chains on paid plans | Stocks, ETFs, mutual funds, crypto, forex, options with Greeks and economic indicators | MarketXLS for breadth inside Excel [1] [3] [4] |
| MCP server | Hosted MCP on every plan for Claude, ChatGPT and other MCP clients | MCP with OAuth 2.0 that requires an active subscription; Claude listed as the supported client | Equibles for MCP without a paid plan [2] [5] [7] |
| Published price | Free plan plus self-serve paid plans | Standard $70 a month or $850 a year; Advanced $125 a month or $1,500 a year; Business $200 a month or $2,400 a year | Equibles to start free [1] [5] |
Beyond the checklist
The difference is the surface and the evidence
MarketXLS's pricing page describes stocks, ETFs, mutual funds, crypto, options and economic indicators delivered as Excel functions and templates, and its MCP documentation adds an OAuth server for subscribers with Claude as the supported client. Its function reference groups the formulas by price, options, fundamentals, ETF and economic data and lists none for SEC filing text, transcripts, insider transactions or 13F holdings at the review date. Equibles serves those documents and tables directly to Claude, ChatGPT and other MCP clients and to applications over REST, so the model can quote the filing and the call rather than a cell. [1] [2] [3] [4] [6]
Bottom line
Who should switch from MarketXLS?
Keep MarketXLS when Excel is where your valuation models live. Add Equibles when a filing passage, transcript quote or ownership table has to reach an AI client or an application, or when you want a free plan before committing to a subscription. They answer different questions and can run side by side. [1] [2] [4] [5] [6]
Methodology
How this comparison was verified
Equibles Research checked current first-party product, documentation and pricing pages on the review date. We compare material, verifiable workflow differences and state where the competitor is the stronger fit.
Primary evidence
Every mutable capability or price claim points to a numbered first-party reference.
No paid placement
Competitors do not pay for inclusion, and this page contains no affiliate links.
Clear limits
This is a workflow comparison, not an unperformed benchmark of accuracy, latency or completeness.
Evidence
Sources and review notes
Product claims and published prices were checked against first-party pages on . Features and prices can change.
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1 MarketXLS pricingStandard, Advanced and Business plans and the add-in's data coverage
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2 MarketXLS MCP documentationMCP setup, subscription requirement and the supported client
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3 MarketXLS function referenceFormula catalog grouped by category
- 4 Equibles data coverageequibles.com/docs/dataFilings, transcripts, ownership, Congress, short data, prices and options coverage
- 5 Equibles pricingequibles.com/pricingFree plan, paid plans and what each unlocks
- 6 Equibles MCP and REST guideequibles.com/docs/mcp-vs-restMCP and REST access patterns on one account
- 7 Equibles MCP server docsequibles.com/docs/mcpSupported clients and connection steps
Competitor names and trademarks belong to their respective owners. They are used only to identify the products compared and do not imply affiliation or endorsement. Competitor URLs are intentionally omitted.
Common questions