"I have run 300+ stocks through the tool and it absolutely helps to quickly analyze a stock in a matter of seconds. What is great is that the tool will accelerate my learning curve and educate me on proper fundamental analysis."
"Old School Value helps me make informed investment decisions. The models are flexible, yet easy-to-use and you receive outstanding resources if you need a bit of education. It has become essential in my professional practice."
"I used to dedicate time to dig up financial data every quarter and analyze it in Excel. With a busy schedule that keeps me away from home, I let Old School Value do the legwork. Now I can focus my gaze on more companies."
1. We only support USA companies that comply with USA SEC filing standards.
We currently do not offer international exchanges like Canada, Europe, Asia or Africa.
2. ETFs and mutual funds are not supported as the tool specializes in deep individual stock analysis.
Yes, we have a free 7-day trial. You can also try the full live demo that works for a subset of stocks.
During the 7-day trial, if you are not satisfied, you can cancel any time from your account or email us and your trial will not convert into a fully paid subscription.
Please refer to the full Refund Policy.
PRO plans allow you to download/export financials and use our advanced Excel Spreadsheet Analyzer.
Annual plans, which are billed upfront for the year, offer additional savings vs. monthly plans.
Your chance to evaluate the product is during the 7-day free trial. If you do not wish to proceed with the paid monthly or annual subscription, ensure that you cancel by the end of the 7 days.
Please read the refund policy for more details.
You can use the full live demo for free before signing up.
Feel free to email, message, or call us. You can also use the contact form, or the message box from within the app.
Customer service is our core competency. We understand that you have many choices, and that is why we commit ourselves to helping you succeed.
We provide tutorials, educational material as well as regular communication to Insider members.
Our business grows only if you are successful and achieve results.
Our team is also dedicated to being accessible and transparent. You can call Mike directly on the number above. No machines, no outsourcing.
Because we are a investment software company and not an investment newsletter or a fund manager, we do not track performance or claim any performance records. We also believe it is unethical to display numbers hinting at returns you may not achieve.
We strongly believe that making money is not easy and there is no easy formula (we wish there was, too).
Performance varies from person to person.
We have members who are averaging 30% returns, while some members have lost money and canceled.
However, we eat our own cooking and use the tool daily for our own investments and decision making.
We also provide backtested results of how our rating system works and transparently disclose how the scores are calculated.
Old School Value shines because it cuts out the tedious process of manually looking for stocks and trying to perform calculations.
Knowledge with fundamental analysis and valuation is required.
The goal of Old School Value is to help you quickly understand and interpret the data with meaningful insights.
Not to be stuck in the data.
You need to know the basics, but the heavy calculations are done for you.
With our easy to understand and follow email tutorials, you will be able to calculate the value of a stock as well as gain insight into a company within the first day.
Our rating system ranks and gives the stock a single score and grade, which in turns makes it easy for you to get a high level overview. From there you can dig in to more details as your experience also grows.
Our core company fundamental data is from Edgar Online. The data is directly from the source documents and then standardized before we publish them.
The financial statements are updated automatically every quarter whenever the financial results are released.
Download this Excel file to see what the raw data looks like. This is the data we use for our calculations and rankings. Additional price history and other data comes from IEX Cloud. Estimates are from Zacks.
When companies file their complete 10-K (annual) or 10-Q (quarterly) reports, the data is usually updated within a week.
We do not use incomplete/preliminary 8-K data. This means that even though an earnings report has come out, the data will not be updated unless the 10-K or 10-Q report is available.
Our Rating scores are calculated based on numbers from all the financial statements. With incomplete data, the scores and rankings will not work.
The tool will take care of the heavy lifting and fundamental analysis.
Instead of wasting time filtering through stocks, compiling data, performing calculations and then deciding whether it is worth investigating or investing, the tool eliminates the tedious data work.
You will be able to immediately look within a universe of stocks that meet our strict criteria of Quality, Value and Growth.
It is then up to you to make objective decisions.
Our Ratings and Scores also provide a simple shortcut so that you "fish where the good fish are."
The tool will help you stay organized and maintain a process instead of making expensive decisions on guesswork or relying heavily on what random people on the internet say.
When you sign up to become a member, you get access to our download area which includes goodies like our Stock Analyzer Spreadsheet (PRO members only).
Please note the spreadsheet works ONLY for Windows. Mac is not supported.
The spreadsheet automatically pulls in 10 years and 16 quarters of financial data directly into a spreadsheet with pre-built valuation and analysis models.
This way, you can create your own formulas and models or edit the existing ones.
All formulas and models are unlocked.
VBA is locked as it is not open source.
Our OSV Online Valuation app supports all browsers and systems.
The Excel spreadsheet of the Stock Analyzer Spreadsheet only works on Windows with Microsoft Excel.
The spreadsheet will not run on Mac or Open Office.