Effortlessly Analyze and Value Stocks With StableBread's Automated Stock Analysis Spreadsheet
We've partnered with Wisesheets to offer instant access to stock financials and company data. Utilizing their Excel and Google Sheets add-ons, we've developed a robust value-investing-focused automated stock analysis spreadsheet. This tool streamlines your research, enabling you to analyze more stocks and make quicker, more informed investment decisions.
Configure and customize data with 5 key input cells on the OVERVIEW tab:
Accelerate your financial statements and ratio analysis with these 5 tabs:
Enhance your absolute valuation models with these 3 tabs:
Value any stock with confidence using these 5 dedicated tabs:
Only pick the best stocks to invest in with these 2 tabs:
Become a smarter value investor through our spreadsheet model and documentation:
Besides a stable internet connection and a working Windows or Mac computer, there are only three items you need:
The Google Sheets version retains ~90-95% of the features found in the more robust Excel version. Here's what's not included in the Google Sheets version:
I would not recommend this spreadsheet template for the three following use cases:
Yes. Wisesheets uses the same ticker as Yahoo Finance. If your stock ticker can be found on Yahoo Finance, then it will work with this spreadsheet (with Wisesheets installed).
A basic understanding of Excel and/or Google Sheets will suffice. You don't need an advanced level of understanding to use this spreadsheet.
By default, the spreadsheet has most tabs protected (which you can unprotect if you want) to avoid the accidental change/deletion of a formula.
The only thing you should have to adjust/edit are the input and dropdown cells, which are clearly defined across the workbook.
Knowledge and experience in security analysis and valuations can improve your use of the spreadsheet, but they are not necessary.
Novice investors will have access to an extensive video and written documentation course upon purchase. The model also incorporates features like status messages, error checking, and conditional formatting to minimize errors
Furthermore, all valuation models are detailed on StableBread within the Value Investing category.
Still have questions? Just contact me!