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Automated Stock Valuation Suite
Type one ticker. The suite does the rest: live prices, five years of financials, four valuation methods, a full ten-year DCF model, risk statistics, a portfolio tracker, and an earnings watchlist. No manual data entry anywhere except the pale orange input cells.
$9.99
What's inside
- Dashboard: live price, key stats, five-year financials, and the valuation snapshot up top: DCF value, margin of safety, analyst target, and the verdict.
- Valuation: the Graham formula, discounted cash flow, multiples, and the dividend discount model side by side, with the margin of safety and the acceptable buy price.
- DCF: five years of history, your assumptions, a ten-year projection, low, medium, and high scenarios, a sensitivity grid, and a reverse DCF that shows the growth the current price already implies.
- Risk: compound growth, volatility, volatility drag, Sharpe and Sortino ratios, and maximum drawdown from five years of monthly prices, with the math shown in full.
- Tracker: your holdings with live prices, gains, and weights. Your holdings never leave your spreadsheet.
- Earnings: the next earnings date for every holding, with analyst EPS and revenue estimates, plus watchlist rows for tickers you do not own yet.
Built for Google Sheets. Delivered as an .xlsx file: open it in Google Sheets, save your own copy, and type a ticker. Every sheet is protected except the input cells, so nothing breaks by accident. Free updates for a year.
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