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No hidden fees. Cancel anytime. Immediate refunds.

2 YEAR PLAN

Get Unlimited Access
$ 24 95 /month*

*Billed $599 Once Every 2 Years

Save 50% Immediately
Save $577 off the original equivalent
of $49/mo or $1176 for two years
Automatic Download of Data
Automatically download 10 years of annual statements
and 16 quarterly statements straight to the spreadsheet.
Create ratios and formulas as you wish.
UNLIMITED Upgrades
Receive UNLIMITED new feature upgrades
and fixes for the life of your membership.
Email+Phone Support
Personalized 1-1 priority support through email, phone
or chat for any questions.
100% Unlocked
All formulas are visible and editable.
This does not refer to the code.
Easily customizable to your needs.
8 Valuation Models
8 valuation models include:

1. Discounted cash flow valuation model
2. Benjamin Graham formula valuation model
3. PE Valuation
4. Earnings Power Value model
5. Net Net asset valuation models
6. Piotroski F Score Model
7. Altman Z Score model
8. Beneish M Score model and Growing
7 Analysis Worksheets
7 analysis worksheets include:

1. Dashboard summary
2. 10 years of financial statements
3. Financial statements in % form
4. 10 years of historical financial ratios
5. Compare 9 competitors side by side
6. Over 30 financial charts
7. Dynamic watchlist to keep track of all stocks you value

ANNUAL PLAN

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   $ 33 25 /month*

*Billed $399 Annually

Save 32% or $189 With this Plan
Everything in the 2 Year Plan is included
No Hidden Fees or Payments
No Questions Asked Cancel Anytime
In 29 seconds, it provides a quick glance into a stock's financials to see if it's worth a closer look, automating much of the tedious work of manually entering numbers for various calculations.
value uncovered blog Value Uncovered

Value Investing Blog, www.valueuncovered.com

Wonderfully designed and packed with helpful information. They have helped me understand different ways of valuing companies and streamlined my review process.
old school value review Emanuel Robinson

Individual Value Investor

Merrill Lynch KPMG Bank of America Wells Fargo Columbia Business School

Some Frequently Asked Questions

Have you checked our full list of FAQ's?
Where does the financial data come from ?

The spreadsheet connects via a third party to Morningstar's dedicated professional data feed.

The data is dynamic which means that the financial statements are updated every quarter whenever the financial results are released.

How accurate is the data ?

Morningstar is a very reputable company and the data that you will be using is what you see at Morningstar.com

View this excel file of the raw data items to check out what Morningstar provides.

Is this easy to use and understand ?

The main goal was to create a tool that is easy to use, understand, intuitive and visually pleasing.

Although there is a lot of data, investors have confirmed that it is indeed easy to use and get started. There are lots of supporting documentation, videos and tutorials to help you out.

Can I customize the spreadsheets ?

Yes. The spreadsheet is unlocked and all formulas are visible and editable.

You can add new valuation models and create new formulas as you wish.

The macros however are not unlocked due to security reasons.

Will I get my money's worth ?

Hundreds of investors believe so and the testimonials tell the story.

For the amount of data and valuation tools that you have access to as well as the time you save, you will save more than the equivalent monthly cost.

One good stock will easily offset the price of your membership.

What is your refund policy ?

First time members receive a full refund as long as you cancel within thirty (30) days of first signing up with a paid membership.

The 30 day refund window does not apply to members who sign up any trial or free promotion and then makes a payment.

We want to make sure you are happy and only pay for what you are satisfied with. We are not in the business of taking your money to earn a quick buck.

Will this work for non-USA stocks ?

Unfortunately, no.

The spreadsheets will only work for US listed stocks.

It will not work for international markets such as Europe, Australia and India.

Will this work on Mac or Office for Mac ?

No. This spreadsheet only runs on Windows and Office for Windows.

To run this on a Mac, you will need to run bootcamp or vmware to load a windows operating system and run it in the Windows environment.