BacktestXL is the first backtesting framework compatible with Microsoft Excel. Thanks to our user feedback and constant feature additions, BacktestXL has become the industry standard for backtesting in Excel.

This article will help you get up and running in no time!


BacktestXL Installation

Installing the BacktestXL Add-In

Installing Backtest XL is as simple as it gets. Just follow these steps and get started:

  1. Open Microsoft Excel
  2. Click on “Insert
  3. Select “Get Add-Ins
  4. Search for “Backtest XL
  5. Click on “Add” and then “Continue
  6. Done! You can now access BacktestXL in the “Home” tab of Microsoft Excel.

GettingBacktest XL Pro License Key

BacktestXL has a powerful and feature-rich free version. Having said that, experienced and professional traders will benefit from the reporting features of BacktestXL Pro. You can get a 1-week free trial and evaluate our Pro plan.

Strategy Repository

If you’re like us, you prefer to learn by looking at interesting examples instead of reading a manual. We regularly add strategies to our database so that you can get your creative juices flowing.

StrategyDescriptionDownload Link
MA CrossoverThis strategy uses two moving averages to buy and sell AAPL. It uses limit orders. No trading fees.Download
Airline COVIDThis strategy trades American Airlines. It uses VIX as a trigger to avoid exposure to risk during highly volatile markets. It uses market orders for both buying and selling. Trading fees of 0.1%.Download
Momentum with TP and SLThis strategy trades the SPY ETF. It trades on positive momentum and sells using take profits and stop losses. No trading fees.Download
Volatility TriggerThis strategy trades ETSY. It buys whenever the closing price is treater than the 2 standard-deviation upper price. It sells after 2 months or at a 10% take profit.Download

Basic Tutorial

If you prefer to follow along with a tutorial, you can check out this step-by-step guide I wrote!

Link to tutorial


In order to keep this article short, we moved the documentation to the following section.