Stock Analysis Worksheet V2.1.4

Use this worksheet to analyse your stocks. Just copy and paste the financial data of stocks in this worksheet, and it will do the rest. What it will do? It will estimate the stocks intrinsic value.

How to Buy?

Pay using the above green button. You can also pay directly using UPI to get discount Once the payment is made, the download link will be emailed to your email id. Check your Inbox/Spam box after payment. 

  • Pay online
  • Provide your Email ID
  • Download Link will be emailed
  • Check your inbox/spam box
  • Email 'll be from "Instamojo"
  • Download before link expires
  • Link expires in 24Hrs of Payment

Why to Buy?

This worksheet is one of its kind. It helps its user to convert financial data into “intrinsic value“. This eventually helps the user to check if the stock is fairly priced (undervalued) or not. Buy to:

  • Analyze your stocks
  • Experience fundamental analysis
  • Estimate Intrinsic Value
  • Know if stock is Overvalued
  • Gives stock an overall rating
  • Calculates financial ratios
  • Plots 10 year price trend

Introduction

What a layman can do with Balance sheet of a company? Very less. Reading financial reports, and estimating intrinsic value (fair value) from the numbers in financial reports is a challenge. This is where this “stock analysis worksheet” can be of help to its users. Watch its introduction video to know more about it. 

About The Worksheet

Please read this introductory article to get first hand information about the worksheet. This article talks about how this excel based worksheet can be used to analyze stocks.

Tips

  • Always copy data from "Chrome"
  • Take'ur time to enter data (15 min)
  • Must watch data entry video guide
  • Watch the video guide before use
  • Never remove password protection
  • Basic MS Excel skill is required

Limitations

  • Stock must have 10 year data
  • Full editing rights is not provided
  • Gives no investment advice
  • Runs only on "MS EXCEL"
  • It's not a software
  • Works only for non-banking stocks

Data Entry

Data entry must be done manually in the worksheet. Majority data is available in moneycontrol. Please watch the video guide to know “how to enter data” into the worksheet. This is a must to use the worksheet correctly. 

Utility of sheet

To get a feel of the utility of this worksheet, you are suggested to read this blog post. It will highlight the key aspects of this worksheet. 

Testimonials

“It is a guiding tool for investors and I appreciate you efforts and for meaningfully sharing your knowledge. A very complicated process of analysing a stock from various angles, incorporating the huge available data, has been much simplified and designed in such a way the user need not have an in depth knowledge of Stock or the MS Excel”
MANICKAM PARI
AUG 05, 2019 AT 01:41 PM
"STOCK ANALYSIS WORKSHEET is loaded with handpicked stock analysis techincal element. This is a great place for any investers to start with to understand basics or build further from it. The "STOCK ANALYSIS WORKSHEET" is your first assest in the wealth creation process. Good Work Mr.Mani for all your efforts put in to morph this sheet. very well done. "
Subramaniya Karayalar
AUG 03, 2019 AT 1:48 PM
"This tool is good to get optimal price. As a long time invester, i can wait till the optimum price to buy shares. I will stop investing many share eventhough those are good company shares. Most of the times those are available in overprice rate."
Ashok
JUN 26, 2019 AT 11:00 PM
"Mani has made so complex thing so simple. I need not spend years and years learning all the basics. Use the excel, enter the data and boom !! I have the recommendation for which a professional adviser would have charged thousands of rupees. I was in search of similar excel and just landed on this. Thanks Mani for making my investment life super easy !! And yes, the articles on Mani's website are very useful as well"
Lalit Rawat
JUL 19, 2019 AT 6:03 AM
"I have been using your Stock Analysis Worksheet (v2.1.4) for a while now and I am in love with it. Fundamental Analysis is a tedious task but this excel tool makes it a piece of cake and an enjoyable process. It gives clear and concise information about the stock in a neat, clean and presentable format, helping you to get the gist of how a company is doing fundamentally. Its intrinsic value calculation and giving an overall score to stock is like a cherry on the cake, very helpful in deciding whether a stock is worth investing or not (currently). It didn't require much technical knowledge, just some basic excel (and some stock market knowledge to interpret the sheet) and you are good to go. Even novice can start using it right away. This purchase didn't disappoint me. I have to say earlier investing was simple but now it is made easy. And yes! also, articles on your website are detailed and to the point as well. Keep up the good work."
NEERAJ MANDLOI
JUL 22, 2019 AT 7:02 AM
"The analysis procedure and thought process that has gone into compiling this worksheet is very commendable. It is very useful for all equity investors"
CAPTAIN KENJLE
APR 04, 2019 AT 1:31 PM
"Good work Mani, keeping it simple for people like. Really clear instructions provided and keep up the good work."
Aditya Rana
JUN 25, 2019 AT 11:01 AM
"I purchased your Stock Analysis worksheet recently, I should say that I have learned much more about value investing, I am just an average investor and would always see my portfolio in the RED, when I analysed all my holdings with the worksheet I realized the mistakes I made and cleaned up my entire portfolio and started from scratch, after a long time I have seen my portfolio in the GREEN and boy I am happy. All thanks to you and this priceless worksheet you have created. Keep up the good work of imparting your knowledge to the less fortunate people like us with little or no wisdom about investing. I also needed to purchase the balance articles in the worksheet + that includes the book and other worksheets, since I have already purchased the stock analysis worksheet, do I have to buy it all over again since its all in a bundle"
TERRENCE DSOUZA
MAR 07, 2019 AT 2:22 PM
"After using and thorough testing of 2 days, all I can say is, this plugin is simply awesome, and above standards of other free Page Builders. Try it and you'll love it!"
S.LAKSHMI NARAYANAN
APR 02, 2019 AT 3:23 PM
"When I bought this worksheet I was not sure how it will work. Earlier I had my hands on other excel sheets from internet which can claim to analyze stocks. But this particular worksheet is more conclusive. It actually tells you if the stock is fundamentally good or bad. I myself being a software engineer could imagine the volume of calculation that goes behind to render such conclusive stock information. I must say, Good Job Mani"
PRAKASH JADHAV.C
FEB 24, 2019 AT 7:06 AM
“Hi, i have purchased your excel and it is an excellent tool and great value for money. I only had a small question on FCF calculation. What is the discount rate the calculator uses to discount the future cash flow to present. If i have set the risk free rate of 7.5% . My expectation from a stock is 25%, i don’t want to buy anything that gives me 25% how can i modify the discount price please. Should i increase the risk free rate to for e.g. 20% ???”
SANDESH
SEP 02, 2018 AT 11:18 PM
“I tried the software for mahindra holidays. I was surprised to find intrinsic value at Rs. 179 while market price is 317. It really gave me an insight at what price I should have initiated my position. Since I have already bought at higher levels I can only hope of better valuations in future. Unfortunately the sheet could not work for my mistake in copying and thus got blocked. I would suggest to use if you need transparent knowledge about company rather than following stock purchase advice by institutions.”
AJIT KUMAR
JUNE 26, 2018 AT 6:56 PM
“This worksheet has been designed by a person who knows what is stock analysis. Though, for a person like me, it can be a bit overwhelming, but I must say, “Hats Off to the effort” put by the creator in compiling almost everything about stock analysis in a simple Excel Sheet.”
PANKAJA MUNDHRA
JUL 21, 2018 AT 8:51 PM
“Got it, sir. Thank you. your blog and worksheet are really helpful for novice investors like me from nonfinancial background. Appreciate your effort. Keep it going and enlighten us towards right path :)”
AMAR
AUG 14, 2018 AT 10:32 PM
“The stock analysis worksheet I can say is one of the best and easiest tool for evaluating stocks i have ever seen. It will be definitely helpful for all levels of individuals either they are a beginner or an experienced investor who believe in value investment. I use stock analysis sheet extensively before I take any decision on buying a new stock which i find worth for investment. The developer has materialized all the best practices learnt and the knowledge gained all these years in a practical manner through a simplified excel worksheet. A good one not to be missed.”
SUDHAKAR M
JUNE 19, 2018 AT 8:44 PM
“Hi Mani Sir, I am a big fan of your stocks analysis sheet and thanks to you for that. I want to know that while putting the Balance sheet values in the sheet from moneycontrol, should I be picking the consolidated or standalone values (from moneycontrol). Please advise. Thanks”
HASSAN
SEP 13, 2018 AT 08:10 AM
“I got this Stock Analysis Worksheet yesterday. I am in direct stock investing from last three years and I follow value investing. This product is amazing. I was studying about symphony ltd. from past six months, I guess. After downloading this worksheet it took hardly 40 minutes (it includes the time to learn how to enter data also) to get the comprehensive analysis of the company. It is so handy and within a short span of time one can analyze so many companies. It covers so many aspects wonderfully. It shows how much effort and research have been put in making this Stock Analysis Worksheet. I am glad, visited this blog and purchased this awesome product.”
SHRUTI MEHROTRA
JUNE 11, 2018 AT 8:17 AM
“Stock Analyis worksheet is really good. Ever since I bought the worksheet, I am analysing 2 to 3 companies per week. I am saving all those worksheets, so whenever I see if there is any correction in the market, I am checking my worksheets of my favourite stocks and if they come near the intrinsic value, I am buying it. This way I am buying quality companies at fair values. It helps me keep disciplined. Thanks sir for the worksheet”
TEJA
APR 09, 2018 AT 11:17 AM
“Very good application. When every one is concentrating only on Technical Analysis, it was very helpful to use this excel sheet. Money is earned the hard way but you need to have a logical approach and have patience. If you follow the instructions given with the excel application, it will change your outlook and perspective for trading in the markets and reward you many times over”
ANIL BIYANI
JAN 21, 2017 AT 9:41 PM

FAQ

Have made the payment, how to get the worksheet?

Check your Inbox/Spam box. The download link is provided in the email.

Why the download link in the email is not working?

The Download link will work only for the first 24 hours from the point of payment. This feature is necessary to limit the number of downloads over a period of time.​

How to use the worksheet?

Before using the worksheet, first see every minute of the “video guide” on data entry. The video has been embedded in this page itself. See section “Data Entry” above.​

Getting DIV/O Error. What to do?

DIV Error will appear only when the data entry has not been done properly. Before using the worksheet, first see every minute of the “video guide” on data entry. The video has been embedded in this page itself. See section “Data Entry” above. ​

Upon data entry why worksheet is indicating password protection, why?

The worksheet is password protected. But the message related to password protection will appear only “if copy/pasting of data is not done properly”. Solution is, watch the Video guide related to data entry.​

What are the good practices while starting to use this worksheet?

(a) Download the worksheet. (b) Make a duplicate Copy. (c) Go Step by Step. (d) Do not start analysing stocks from day one. (5) First, see every minute of the “video guide” related to how to enter data. (e) Try to implement it simultaneously in the worksheet. (f) Idea should be to learn to “paste data” as suggested in video.​

Bought the worksheet sometime back, how to get the updated version?

The worksheet gets updated with time. Occasionally we give offers to existing users, but there is no promise that existing users will get the future updates. But I wish, some day I will be able to extend this facility to all users.​

I do not know MS EXCEL, can I use the worksheet?

Basic knowledge of MS Excel is necessary. The level of skill necessary can be understood by watching the video guide. The user is only asked to copy data from internet and paste it in worksheet.

The Data Entry process is time taking, can it not be reduced?

For a new user, data entry process may look slightly daunting. But with time, when the user gets used to the work, it will become easy. Generally speaking, for a trained hand, it will not take more than 10 minutes to enter data.

Which range of dates should be selected for the price sheet?

Selection of 10 years “monthly” data is necessary. For details watch the video guide. Example: Current date: 23-08.2018, Back date: 24-08-2008.

Why the sheet is showing errors for stocks like HDFC Bank, Axis Bank etc?

This worksheet can be used only for non-banking stocks.​

Whom to contact in case of problem?

In case of problem, I will suggest you to refer the full FAQ section. Specifically, read about the "good practices". In case your problem is not covered in FAQ and video guide, kindly email me (Mani) at mani@getmoneyrich.com.​