Key insights
- An offer to build custom stock analysis templates in Excel for free. While potentially useful for individual investors, it doesn't present a significant market-moving signal. The impact on US equities is negligible, as it's a tool for individual analysis rather than a broad market driver.
Building Excel spreadsheets from scratch to analyze, value, and track stocks is very powerful, but it can be a pain to set up properly.
The problem is that it takes a long time to figure out what model you want to build, how to structure it, which Excel formulas you need, how to format it, and then how to implement everything.
Getting the model exactly how you want it can take days, if not weeks. But once you have it, it can really take your analysis to the next level because you can focus on the exact data, charts, tables, and metrics that matter most to you.
Over the years, I have helped thousands of investors build powerful models to support their investment process. And I have seen the positive impact these models can have, from identifying investment opportunities faster to tracking portfolios more efficiently.
So I thought I would offer this for free to the community.
Just comment what model you want, and I will do my best to build it for you and share the file so you can start using it.
Some of the most powerful models I have seen include:
- Valuation models: DCF, reverse DCF, DDM, comparable multiples, owner earnings * Stock comparison sheets, side by side, using whatever metrics you care about * Portfolio and watchlist trackers * Dividend trackers with yield on cost, payout ratios, and growth history * Buffett-style quality checklists: ROIC, margins, debt, moat indicators * Peter Lynch criteria sheets: PEG, earnings growth, category bucketing * Magic Formula, Piotroski F-score, and Graham number screens * Anything else you are trying to track, just describe it
It does not have to be a generic model. You can tell me something specific, like: “I want a watchlist tracking AI stocks with X, Y, and Z metrics,” and I will do my best to build it for you.
For example, if you say, “Build a Peter Lynch stock screener,” this is what you would see: https://drive.google.com/drive/folders/1K0ascc2H5EoB3UBUREzt9S1IDzuCB6Gd?usp=sharing
Building these models takes time, so I cannot promise I will be able to get to all of them, but I will do my best.
One thing to keep in mind is that I will make the models dynamic. So if you change the ticker in the spreadsheet, the rest of the data updates.
If you use Wisesheets, the formulas built into the model will allow you to keep the data live and update it whenever you want. If you do not use Wisesheets, you can still copy and paste data from any financial site and see the calculation results.
I hope this helps with your analysis.