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
July 21st, 2010 at 3:08 am
Couldn’t find where to subscribe. You can use the email I used for this comment please.
Thanks.
July 21st, 2010 at 5:45 am
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.
July 22nd, 2010 at 10:09 am
@ Vaidas,
Thanks for the observation.
I’ll go through it and update the spreadsheet to make it consistent.
July 22nd, 2010 at 11:13 pm
Dear Jae,
Do your spreadsheets support Brazilian stocks?
Looking forward to hearing back from you,
Gabriel – TLaera Consult.
July 23rd, 2010 at 12:47 am
Sorry no international stocks.
July 23rd, 2010 at 3:12 am
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
July 23rd, 2010 at 2:10 pm
Not to detract from your great product(s), but do you know of any international stock screeners similar to yours? Thanks. Dan
July 24th, 2010 at 1:59 pm
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.
July 26th, 2010 at 6:37 pm
Has the f score sheet been fixed? Is it incorrect in the current premium sheets
July 26th, 2010 at 11:36 pm
The premium spreadsheet has always been correct.
The free version has also been uploaded. Please sign up to receive the download link.
July 29th, 2010 at 10:03 am
Hello Joe, how could i donwload the spreadsheets?
Many thanks
Gabriel
July 29th, 2010 at 2:50 pm
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.