Or you can run custom reports and analyze trends, project your tax liability, and visualize retirement income scenarios. You can simply track the value of your stocks, mutual funds, ETFs, and more. The benefits of using your own spreadsheet include privacy, simplicity, and especially customization. As notes, “Every serious DIY investor still uses stock tracking spreadsheets.” (I have faced similar issues on the former two websites too.A simple investment spreadsheet remains one of the most popular and flexible tools for tracking your portfolio. I am hoping to switch to Ticker since its beautifully comprehensive yet simplistic. I am currently a subscribed member on money control, ticker.finology, & value research. I am assuming that every organization has its own method of arriving to the numbers, request you to share a file regarding how your CALCULATING METHODOLOGY. One such example is that of ITC Consolidated Balance Sheet & P&L Statements the value for “Net Sales” “Other Income” “Net Profit” ” Total NC Assets” & Many other do not tally with that in the consolidated annual reports issued by the company. I have come across several such instances. Q1) Certain values on Screener.in do not match with the Values in the Company Annual Report. Share your thoughts, suggestions, and testimonial for this excel in the Comments section of this post.įirst of all a huge thank you from all of us to make investing so interesting & simple yet cover most avenues of the markets! I have thoroughly enjoyed using Screener.in I had a few questions & I’m hoping you could help me out. I will try to improve upon this in the future based on your feedback. Let me know if you found this excel helpful. Remember Charlie Munger who said, “All I want to know is where I’m going to die, so I won’t go there.” Depending just on this excel for decision-making can really kill you (financially)!.So, please don’t touch this sheet at all.īefore you get down to using this excel, remember six critical things… New additions to this version over the previous one include – explanation of key ratios, new sheet on ratio analysis, and sheet containing few performance charts that will tell you in a snap how the business has done over the past few years.įinally, as I had mentioned for the previous version, this version also contains a Data Sheet, which is the core sheet from Screener.in site and any changes to it may produce errors if you want to customize the Safal Niveshak excel and upload again to Screener’s site. Also, this excel won’t work for banking and financial services companies. Complex, volatile businesses must not be analyzed anyways, and no spreadsheet can help you there. Without a doubt, simplicity beats complexity hands down.īy the way, the excel that you will download below – and especially the intrinsic value calculations therein – works well with simple businesses that have a good track record of performance. I have personally tried my hands at both the kind of models – the simple one that you can download below, and the complex ones that most analysts use in their doomed pursuits of finding the elusive target prices. But, if my 15+ years of experience as an analyst is anything to go by, this is most of all you require to “quantitatively” analyze stocks…not models running into hundreds of rows and tens of sheets. If you have been into financial modeling in the past, this excel file may seem like a child’s play. So, please thank Screener’s creators and my friends Ayush and Pratyush before thanking me. Like the previous version 3.0, this latest version feeds in data automatically from Screener.in website, which subsequently feeds into my sheets on financial analyses and intrinsic value calculations. Here is Version 4.0 of my Stock Analysis Excel Sheet that will help you with exactly that – identify high-quality businesses to create your watchlist and buy them when the prices are right.ĭownload this sheet on your computer, read carefully through the instructions to follow a few simple steps, and then analyze not just the past performance of a company but also arrive at its approximate intrinsic value range.Ĭlick Here to Download Stock Analysis Excel Template Version 4.0 Whether the market is in rally mode or in a phase of correction, being prepared with a watchlist is key. It’s important to be prepared with a watchlist of fundamentally sound stocks ready to be bought at the right prices. Whether you’re training for a marathon or going on an adventure trip, being ready can make a world of difference.
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