Two new features have been added to the stock analysis spreadsheet: Benjamin Graham's intrinsic value calculation and risk premium analysis per country. This allows a quick, accurate and conservative stock valuation using the company's financial data and the country's risk-free rate, given by the Government Bond - 10 years rate. See how it works!

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A stock screener is a great way to add rationality to your stock investing strategy. If you demand strong fundamentals, you may end up with a short, yet powerful, list of companies worth digging deeper into. You also avoid "diworsification", that is, excessively diversifiying your portfolio, which will give you nothing but market average results with higher transaction costs than an index fund. Here's what I've found while searching for outstanding companies.

Published in Blog
Wednesday, 16 May 2012 10:00

New stock analysis spreadsheet

I've just finished designing and testing the stock analysis spreadsheet I had in my mind for some time now. I wanted a tool to support investing decisions with high-quality, relevant and on-time financial data. I also wanted to have real-time quotes so I could evaluate the attractiveness of an investment in a fast, systematic way. Maybe it could also be possible to perform additional calculations including non-financial leading indicators and a portfolio tracker (but I left these to a newer version).

All this for a large list of international stocks, using multiple currencies and no plugins. Just an Excel table and a financial Dashboard. The result is quite satisfying and I think this will be a fantastic investing decision supporter, so I decided to test it using the most popular companies of our time: Apple.

Published in Blog
Monday, 14 May 2012 15:28

Stock Analysis

  • Get live stock quotes and fundamental data in Excel
  • Value more than 250 stocks worldwide using Benjamin Graham's formula
  • Screen, filter and sort stocks to capture investing opportunities
  • All in Excel, no add-ins!

Published in Spreadsheets
Saturday, 18 February 2012 15:57

How to import stock market information to excel

Excel offers us very good possibilities for gathering information from the Web. You can use a Web query to create refreshable data that is stored on the Internet. Then you can analyse the data by using the tools and features in Excel. For example, you can create a Web query to import stock market information to excel, and update it with the latest data on the Web site. One way to do this is to use one of the default installed Web queries, the other is to create your own Web query. In this article, I will show you both.

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Wednesday, 14 December 2011 14:51

Excel Functions for Bond Investors

Bonds are generally issued by the governments or large companies to borrow money. There are inbuilt Excel formulas that help you in performing various bond related calculations easily and in an efficient manner.

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When you are a small business owner, computer software will quickly become your best friend. You will plan every day using computer software, you will keep important messages organized using computer software, and you will plan your business direction with business software. One of the most important business roadmaps you can create for your business is a business plan. A business plan helps you to not only set goals and milestones for your projects, but it will also help you put together a budget that you can use to make sure your business remains profitable. The best kind of software to use for creating business plans is spreadsheet software. With spreadsheet software you can not only develop a calendar of milestones for you to use as a guide, you can also keep track of costs and your budget to make sure that you stay within your means and keep your company profitable.

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For decades fundamental analysis reigned as the only valid investment strategy until the introduction of the personal computer gave way for the development of technical analysis. Yet, there always seemed to exist a hole that neither one of them could fulfill. Why would otherwise some investors and traders with life long market experiences, knowledge and success sometimes end up losing all of their capital? The answers and solutions came from a completely new point of view through the approach of psychological analysis, or behavioral finance as it is often called in academic circles today.

Published in Blog
Monday, 05 December 2011 20:27

Understanding and Managing Investment Risk

The most common way people invest is by putting money in marketable securities like stocks, bonds and mutual funds or in cash equivalents such as treasury bills, money market accounts or CDs. Investors have a variety of goals like saving a down payment for a home, funding their future retirement or paying for their children's college educations. We invest with the expectation of receiving a return on our investment, typically in the form of capital gains, the receipt of stock dividends or interest.

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Thousands of finance books have been published about how to get to markets money chests. All that market knowledge can be split between fundamental and technical analysis. But which one is more important and valid? Actually, financial professionals are divided between pure fundamentalist who state that the technical analysis is pure nonsense, and dedicated technicians who are always ready to prove validity of their analysis though trading results. Yet there is a third group – one that prefers to use all of the tools at their disposal. For then using only fundamental or technical side is like trying to get to the treasure with only part of a map.

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