I received an email the other week related to the intrinsic value spreadsheets which got me thinking about several things.
The user correctly pointed out that the stock spreadsheet I offer is not ideal for screening. I completely agree with this as it was designed to analyze one stock at a time.
In order to fill the gap between trying to find stock ideas and analyzing one in depth, I’m planning to create an additional spreadsheet for the premium package which will serve to filter a big list of ideas into a much smaller one which you can then run individually.
It will act very much like the competitor comparison spreadsheet except you can enter as many stocks as you want and the speed should also be 10x faster.
Additionally, I wanted to ask you for what type of spreadsheet you want the most.
What Investment Spreadsheet Do You Need?
So far, I have the following spreadsheet ideas
- Stock watch list to keep track of stocks analyzed with the intrinsic value spreadsheet
- Update and improve portfolio tracker
- Include Active Value Investing valuation model (still considering as I don’t want to overwhelm users)
Those are the top 3 ideas I have that I feel like I should be working on but I would really appreciate your input in the comments section below.
Any idea is welcome and open for discussion.
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August 1st, 2010 at 1:53 pm
I’m VERY interested in the portfolio tracking spreadsheet, especially one that handled dividends as well.
Ideally, it would be able to hand returns over a given time period (i.e. over the past month, quarter, from June 21 to June 28 etc), and compare those results to the major indices.
Tracking gain/loss from shorting would be extremely nice as well.
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August 2nd, 2010 at 1:13 am
I agree with the portfolio tracking spreadsheet. Ive searched for a good tracker all over the internet but never found one. I’ll have to learn more about math to be able to create one that works properly..
August 2nd, 2010 at 4:34 pm
I would suggest enhancing the current investment\portfolio spreadsheet. It is well designed and the comparision to S&P is pretty good too.
However, I do not use that, have my own simplified version based on the ‘gummy’ website.
Suggested additions:
-Allow different buys & sells for same security.
-Allow multiple ETF\Indices for comparision, say benchmark of SPY, IWM & VWO.
-Comparision complete portfolio to benchmark instead of each holding.
-Comparision over different timeframe, YTD, 1-3-5 year, etc.
Thanks
Amit