Stock Analysis + Portfolio Tracker

Automatic Stock Analysis Google Sheet

This Automatic Stock Analysis Google Sheet is a powerful tool designed for value investors seeking a comprehensive analysis of stock performance and valuation. It provides a professional framework for evaluating investment opportunities based on fundamental financial data and multiple valuation models.

Key Features:

• 5-Year Historical Data:
• Complete financial history for Balance Sheet, Income Statement, and Cash Flow Statement.
• Comprehensive insights into a company's financial performance over the last five years.
• Dividend Information:
• Detailed dividend metrics, including historical dividend payouts, dividend yield, and payout ratios.
• Designed for dividend-focused investors seeking consistent income streams.
• Employee Numbers & Analyst Targets:
• Employee count data for understanding company growth and scaling.
• Analyst target prices included for market sentiment insights.

Valuation Models Included:

• Discounted Cash Flow (DCF):
• 5-year and 10-year DCF models for calculating intrinsic value based on projected cash flows.
• Benjamin Graham Intrinsic Value Model:
• Conservative valuation approach using earnings per share and bond yields.
• Peter Lynch Valuation:
• Growth-centric model focusing on P/E ratio and earnings growth rates.
• Dividend Discount Model (DDM):
• For dividend income investors, estimating share value based on dividend payouts.
• P/E Multiple Valuation:
• A straightforward model using price-to-earnings ratios for valuation estimates.

Perfect For:

• Value investors seeking a structured tool for stock evaluation.
• Financial analysts needing a quick way to assess intrinsic value.
• Long-term investors focusing on dividends and financial stability.

Portfolio Tracker for Modern Value Investors

Take control of your investment journey with this automated portfolio tracker, designed specifically for value investors who seek precision, clarity, and modern insights in managing their wealth.

Key Features:

• Comprehensive Portfolio Management: Track essential metrics like share price, market value, cost base, and allocation with ease.
• Performance Insights: Monitor daily earnings, profit percentages, and market returns to stay informed on your portfolio's health.
• Dividend Tracking: Automated calculation of dividend income, yield percentages, and annual dividend earnings.
• Watchlist Functionality: Stay prepared with a dedicated watchlist to monitor potential investment opportunities and price changes.
• Valuation Metrics: Gain insights with P/E ratios, market caps, earnings per share (EPS), and historical price ranges for a holistic analysis.

Ideal for:

Value investors who want a dynamic, easy-to-use tool to monitor current holdings, track dividends, and identify new opportunities—all while staying aligned with traditional investing principles.

Empower Your Investments:

This portfolio tracker combines classic investing wisdom with modern automation, giving you the clarity and data-driven insights needed to make informed financial decisions.