Financial Statements Spreadsheet Upgrade


Busy value investors take the hassle out of screening, valuation and grading stocks with Old School Value. Try the live demo today.

Automatic Financial Statements  Analysis Spreadsheet Major Upgrade

There’s a reason why I haven’t been writing many articles in March.

I’ve spent the majority of Feb and March on

  • completely redesigning
  • implementing and testing new ideas
  • including new features
  • making it easier to read
  • helping you to save as much time

so that you can spend your precious time on analysis rather than time consuming, ugly data collection and organization.

I’ve got the dirty work covered.

The major upgrade to the automated financial statement spreadsheet will be released to all premium spreadsheet buyers very soon.

Make sure you get the spreadsheets quickly and you’ll be the first to see the free upgrade in your inbox when it is released.

Here’s a quick guide of what has changed. Some images are large so you’ll have to click to view the full size.

Cool Professional Design + Functionality

Notice the enter ticker and help button to make life easier. You wanted explanations and I listened. In the future, I’ll try to include as much info into the help as possible.

Quarterly Inventory Analysis

This section was built on the example provided in the CONN inventory analysis. The first image is an expanded view and the second is the grouped view. You use the two buttons to switch views.

Debt Interest Expense Analysis

Another example of a simple analysis that I perform when analyzing stocks. Since I do it so often, why not automate it?

EPS Due to Tax Rate Changes

Find how the tax rate change yoy or qoq can have an affect on EPS with this spreadsheet.

EPS Due to Non Operating & Non Recurring Income

You can choose which line to check. Choose from either interest income, other special charges, R&D and SG&A. Don’t forget you can find something completely different by entering in your own values.

Earnings Due to Depreciation Expense

You may think these new tabs look the same but when you look at it for yourself, you’ll notice the differences and the different methods of calculating each one.

Remember that all premium spreadsheet buyers up to 1 year ago will receive the new version in their mailbox very soon. New buyers will automatically receive it as well when released.

Busy value investors take the hassle out of screening, valuation and grading stocks with Old School Value. Try the live demo today.

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TEST DRIVE THE DEMO TODAY