StrategyXL StrategyXL

Evidence-based investing, in Excel.

Surface ideas from nightly research, pressure-test them against decades of data, and analyze options income — all in the spreadsheet you already own. No new platform, no SaaS rent, your data stays yours.

A one-time $99 to own the core — not $165 to $2,400 every year. An optional annual renewal keeps the research and live-data feeds current.

Everything you need to go from idea to tested decision

StrategyXL lives where you already work. Nightly research surfaces the ideas, decades of history stress-test them, and options tools turn the best into income — no new app to learn, no exported CSVs, no platform lock-in.

Research feed

Nightly studies over the S&P 500, Nasdaq 100, and major ETFs measure how technical events — golden crosses, 200-day reclaims, RSI recoveries, breakouts, drawdowns — have actually played out in each instrument. Vetted Ideas, seasonality, and the full landscape, refreshed every market day.

Options income

Read an options chain as insight, not a data dump: covered-call and cash-secured-put yield, Buy-Write and called-away math, an earnings overlay, a live Setups Monitor, and a Roll Analysis board that lines up every roll, adjustment, or assignment against simply closing now.

Backtesting

Pressure-test any rule across decades of history — eight signal types with composable stop, target, signal-reversal, and time exits, on a single ticker or in batch across hundreds of names. Every run is auto-saved to Results History.

Price History & Advanced Charting

Fetch OHLCV for any ticker and open a full-screen, TradingView-style chart — indicator overlays, dividend markers, benchmark compare, and a fund-style annual-returns table.

Live Data — your Schwab account

Bring options and stock data straight from your own Charles Schwab account. Strictly read-only, bring-your-own credentials, encrypted on your PC.

Results History, Dashboard & Compare

Every backtest is queryable, with a visual return-vs-risk dashboard and a side-by-side comparison of up to six runs.

Index Holdings

SPY and QQQ constituents with sector drill-down and a market-breadth chart, refreshed nightly.

Save Defaults

Lock your favorite parameter sets per template and reload them on demand — no re-typing dates and tickers.

Owned, not rented

A one-time $99 for the core platform. Your data, keys, and strategies stay yours — no subscription to keep the lights on.

The roadmap

Built with you, not just for you.

You own the StrategyXL core outright — no subscription just to keep it running — so I'm not manufacturing features to justify a monthly bill. I build what users actually ask for. The roadmap is open: see what's coming, send your own ideas, and help shape what I ship next.

Get in touch

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