SpotWise

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A modern catalog and execution workspace for options, equity analysis, research, portfolio workflows, and client planning models.

Templates Cataloged

40

Workbook Assets

55

Live Strategy MVP

Diagonal Calls

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Options#1

^SPX Real time Option Chain with SPXW

Options > Analytics & Chains

Template ID
471
Workbooks
1
Images
0
Status
downloaded
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Options#2

Option Chain Matrix

Options > Analytics & Chains

Template ID
465
Workbooks
2
Images
0
Status
downloaded
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Options#3

How to use QM_List function to get OptionChain and Interval Data

Options > Options Strategies

Template ID
466
Workbooks
2
Images
0
Status
downloaded
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Options#4

Portfolio Tracker Excel Spreadsheet

Options > Options Strategies

Template ID
459
Workbooks
1
Images
0
Status
downloaded
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Options#5

Options Rollover Strategy Example Template

Options > Options Strategies

Template ID
458
Workbooks
1
Images
0
Status
downloaded
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Options#6

Option Chain Excel Sheet (SPY Example)

Options > Analytics & Chains

Template ID
457
Workbooks
1
Images
0
Status
downloaded
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Options#7

Gamma Exposure (GEX) Template

Options > Options Tools

Template ID
456
Workbooks
1
Images
0
Status
downloaded
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Options#8

Unusual Options Activity Scanner

Options > Analytics & Chains

Template ID
453
Workbooks
1
Images
0
Status
downloaded
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Options#9

SPXW Options

Options > Options Strategies

Template ID
322
Workbooks
1
Images
0
Status
downloaded
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Options#10

E-Mini S&P 500 Options Template

Options > Options Strategies

Template ID
428
Workbooks
1
Images
0
Status
downloaded
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Options#11

Short Condor Spread

Options > Options Strategies

Template ID
306
Workbooks
2
Images
0
Status
downloaded
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Options#12

Risk Reversal Option Strategy

Options > Options Strategies

Template ID
304
Workbooks
1
Images
0
Status
downloaded
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Options#13

Diagonal Spread with Calls Option Strategy

Options > Options Strategies

Template ID
305
Workbooks
1
Images
0
Status
downloaded
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Options#14

Put Ratio Spread

Options > Options Strategies

Template ID
302
Workbooks
2
Images
0
Status
downloaded
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Options#15

Call Condor Spread

Options > Options Strategies

Template ID
299
Workbooks
2
Images
0
Status
downloaded
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Options#16

Long Calendar Spread with Calls Option Strategy

Options > Options Strategies

Template ID
301
Workbooks
1
Images
0
Status
downloaded
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Options#17

Call Ratio Spread

Options > Options Strategies

Template ID
296
Workbooks
2
Images
0
Status
downloaded
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Options#18

Protective Call

Options > Options Tools

Template ID
293
Workbooks
2
Images
0
Status
downloaded
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Options#19

Bear Put Spread Option Strategy

Options > Options Strategies

Template ID
291
Workbooks
1
Images
0
Status
downloaded
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Options#20

Reverse Iron Condor Spread

Options > Income Strategies

Template ID
284
Workbooks
2
Images
0
Status
downloaded
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Client Tools#1

Historical IV Calculator

Client Tools > Client Planning

Template ID
263
Workbooks
2
Images
0
Status
downloaded
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Client Tools#2

Monte Carlo Simulation

Client Tools > Client Planning

Template ID
283
Workbooks
1
Images
0
Status
downloaded
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Client Tools#3

Beta Calculation

Client Tools > Client Planning

Template ID
433
Workbooks
1
Images
0
Status
downloaded
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Client Tools#4

Volatility Calculator

Client Tools > Client Planning

Template ID
434
Workbooks
1
Images
0
Status
downloaded
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Client Tools#5

Real-time RSI calculator excel

Client Tools > Planning Tools

Template ID
473
Workbooks
1
Images
0
Status
downloaded
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Equity Analysis#1

Kirkpatrick Value Screen

Equity Analysis > Guru Screening

Template ID
230
Workbooks
2
Images
0
Status
downloaded
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Equity Analysis#2

Oberweis Octagon Screen

Equity Analysis > Guru Screening

Template ID
231
Workbooks
1
Images
0
Status
downloaded
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Equity Analysis#3

Neff Screen

Equity Analysis > Guru Screening

Template ID
233
Workbooks
2
Images
0
Status
downloaded
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Equity Analysis#4

Murphy Technology Screen

Equity Analysis > Guru Screening

Template ID
240
Workbooks
2
Images
0
Status
downloaded
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Equity Analysis#5

O'Shaughnessy: Tiny Titans Screen

Equity Analysis > Guru Screening

Template ID
241
Workbooks
1
Images
0
Status
downloaded
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Portfolio Management#1

Stock Health Checkup

Portfolio Management > Risk Assessment

Template ID
257
Workbooks
2
Images
0
Status
downloaded
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Portfolio Management#2

F score

Portfolio Management > Risk Assessment

Template ID
267
Workbooks
2
Images
0
Status
downloaded
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Portfolio Management#3

Beneish M Score

Portfolio Management > Risk Assessment

Template ID
287
Workbooks
1
Images
0
Status
downloaded
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Portfolio Management#4

Altman Z Score

Portfolio Management > Risk Assessment

Template ID
294
Workbooks
1
Images
0
Status
downloaded
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Portfolio Management#5

Returns Analysis - MTD, YTD, 3 month

Portfolio Management > Portfolio Management

Template ID
308
Workbooks
1
Images
0
Status
downloaded
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Trading & Research#1

Calculating Expected Stock Movement with MarketXLS: A Comprehensive Guide

Trading & Research > Trading Tools

Template ID
525
Workbooks
1
Images
0
Status
downloaded
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Trading & Research#2

Margin Strategy - SMR Number

Trading & Research > Trading Tools

Template ID
249
Workbooks
2
Images
0
Status
downloaded
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Trading & Research#3

Forecasting the Index Level for the Upcoming Four Days

Trading & Research > Research Tools

Template ID
520
Workbooks
1
Images
0
Status
downloaded
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Trading & Research#4

Real-time Indicator Functions = RTI functions (Template)

Trading & Research > Research Tools

Template ID
522
Workbooks
1
Images
0
Status
downloaded
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Trading & Research#5

Comparison of prices of cryptocurrencies across exchanges

Trading & Research > Research Tools

Template ID
320
Workbooks
1
Images
0
Status
downloaded
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