2 Year Plan
6 Mo Plan
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 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.
Individual Value Investor
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.
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.
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.
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.
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.
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.
The spreadsheets will only work for US listed stocks.
It will not work for international markets such as Europe, Australia and India.
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.