9 Free Investing Spreadsheets

July 20th, 2010

9 Free Automatic Investing Spreadsheets

I offer many free spreadsheets to help you with your investing. These spreadsheets will save you loads of time by calculating the data automatically for you.

The spreadsheets have all been updated and now there is a total of 9 free stock calculating spreadsheets you can download.

The free stock spreadsheets available for download are:

Altman Z Score: Calculate the Altman Z score to determine the probability of corporate bankruptcy.
Ben Graham’s Valuation: This spreadsheet is based off the stock valuation model from The Intelligent Investor.
Beneish M Score: Find out whether a company is manipulating earnings with the M score.
Competitor Comparison: Compare competitors side by side with this automated spreadsheet.
DCF Valuation: Automated DCF spreadsheet that calculates intrinsic value based on the previous 10 years of historical data.
Financial Statements: Enter any US stock ticker and automatically retrieve annual financial statements.
Net Net Asset Valuation: Ben Graham’s concept of Net Net Working Capital in spreadsheet form.
Piotroski F Score: Use the Piotroski F Score spreadsheet to determine the health of the company by following some basic accounting fundamentals.
Investment Portfolio Tracker: Keep track of your portfolio. Excel version + Online version.

Where to Download

Files have not been uploaded to the site yet. I’m debating whether I should as it takes a considerable amount of time to maintain.

But… to get the latest new stock spreadsheets immediately, you must subscribe with your email address in the form on the right side of the site, or when the sign up popup window appears.

You will receive a confirmation email with all the links to the spreadsheets.

No spam guaranteed and I will never sell your email address.

Join the forum discussion on this post

Are your stocks cheap or overvalued? Check with the stock valuation spreadsheets

- secular bear

Couldn’t find where to subscribe. You can use the email I used for this comment please.
Thanks.

- Vaidas

Thanks Jae. Piotroski F score spreadsheet produces incorrect F scores. I’m pretty sure the first line in RawData worksheet should be income, not revenue. This messes up ROAs, earnings quality, asset turnover, etc.. and produces lower F scores for all companies. Also, your assets are in millions but revenues, gross income, and net income in thousands, which messes up asset turnover ratio.

- Jae Jun

@ Vaidas,

Thanks for the observation.
I’ll go through it and update the spreadsheet to make it consistent.

- TLaera Consult.

Dear Jae,

Do your spreadsheets support Brazilian stocks?

Looking forward to hearing back from you,

Gabriel – TLaera Consult.

Sorry no international stocks.

Thanks Jae.

I am sorry to hear that, I am sure your product would really be of interest of many brazilian investors, they might not have obvious net net stocks there but surely quite attractive value bets are still available.

If you want to have a partner in the development of this product for Brazil stocks, count on us.

Kind regards,

Gabriel – TLaera Consult

- Dan

Not to detract from your great product(s), but do you know of any international stock screeners similar to yours? Thanks. Dan

Sorry no idea about international stocks. Not other country offers the level of transparency as the US which makes it very hard to calculate international stocks.

- Urban

Has the f score sheet been fixed? Is it incorrect in the current premium sheets

The premium spreadsheet has always been correct.

The free version has also been uploaded. Please sign up to receive the download link.

- Gabriel

Hello Joe, how could i donwload the spreadsheets?

Many thanks

Gabriel

Hey Gabriel,

Just sign up to receive articles with your email and you will receive a list of downloads once you confirm.

The sign up box is on the right side or at the end of every article.

- igor

Jae

I cannot find a sign up box. I would like to receive a download link for spreadsheets.

Thanks, Igor

- Felix Lo

Hi Jae Jun,

I am wondering if you have a matrix comparison + summary of the difference between your free spreadsheets here and your premium package.

I know your premium package offers 1 year priority support (over the free version) and extra reports + graphs.

Are these free versions locked with less features compared to the premium versions?

Thanks,

Hey Felix,

No I dont have a comparison table between the free and the premium.
You can see for yourself what the premium spreadsheet looks like by downloading the sample.

And yes the free ones are locked with just a little less features. The big thing is that I don’t have the time and it is not high priority to fix the free ones if I come across errors as I am constantly working on the premium ones.

- Carolyn

Where can I subscribe to get the spreadsheets? I’m a value investor.

Thanks!

Was messing around with the site design and forgot to put it up. Working on it.

- Student

Hey,

I was trying to explore and play with the spreadsheets you mentioned and signup for the newsletter, but can’t find the form anywhere.

if you go to the main page, you will see the sign up form.

A few of the spreadsheets are NO LONGER available.

9 Free Investing Spreadsheets

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