Data for Free Spreadsheets

14 Comments

1. - Ranajit

   Thanks Jae for taking a look at it.

2. - David

   Do the Premium spreadsheets work today, or do they also need to be updated? I just found the site and am interested in the DCF premium spreadsheet. -Thanks

3. - Jae Jun

   Yes the premium sheets do work for people that buy it today.

4. - Mark

   I purchased the premium spreadsheet last March but now they don’t work. How can I get apdated version?

   mark

5. - Jae Jun

   Sent you an email.

6. - Jeff

   Hi Jae,

   I was wondering if there was a fix for free spreadsheets regarding the Income Statements not grabbing data from MorningStar.

   Is there another formula I can write into the cell that will make this work?

   Currently “=RCHGetTableCell(“http://quicktake.morningstar.com/Stock/Income10.asp?Symbol=”&Ticker, 2, “Fiscal Year-End:”, “>Revenue”)”

   This one just brings up “Error”

   Your help is greatly appreciated as always!

   Thanks,
   Jeff

7. - Jae Jun

   All the free spreadsheets have been updated, but to get the latest, you must enter your email address and sign up. You’ll then receive a list of download links when you confirm.

8. - Jeff

   Jae Jun,

   Thanks a lot, I was unaware of all those handy links once I joined. You are definitely a whiz when it comes to Excel. I too had made up a Portfolio tracker in excel very similar to the one you provide in the email.

   I downloaded the new DCF Spreadsheet, but there is only two tabs; the Disclaimer and the DCF Valuation tabs.

   I would actually like to continue to use your old spreadsheets just because I’ve added a lot of my own formulas in the sheets to calculate different things. Is it possible I could just copy and paste the new Morningstar formulas into the Income Sheet section?

   Thanks again,
   Jeff

9. - Jae Jun

   Im not sure what Morningstar formulas you are referring to but as far as I know, Morningstar income statement formulas will no longer work.

10. - Jack Webster

    I have been looking at your spreadsheet, and have a question. Do I need to sign up for Morningstar, to get the data up dated?
    Jack Webster
    Alger
    Sedro Woolley WA.

11. - Jae Jun

    @ Jack,

    No you do not need a morningstar subscription or any subscriptions.

12. - Jack Webster

    Jae Jun,
    I found the manual. But, I still get it to work. The SMF.exe add-in is installed. I can not find the zip file, with the valuation_spreadsheets_for_excel_2007. I would like to a look at the spreadsheet be for committing to your program.
    Thanks for your help,
    Jack

13. - Jae Jun

    @ Jack,

    The “valuation_spreadsheets_for_excel_2007″ mentioned in the manual is for premium users. It is the manual that comes with the purchase.
    In the email that you received to download 9 spreadsheets, download those links to try out the different free version.

    There is no way to try out the premium version before purchasing I’m afraid.

14. - Jack Webster

    How do you download the links to the 9 spreadsheet?

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