Stock Analysis Worksheet V2.1.5.04

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. Recommended: Kindly read all FAQ’s before using the worksheet.

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How to Buy?

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

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.

Read: How To Analyze Stocks in Excel

Tips

Limitations

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.

Check this link for “number of shares outstanding” for a stock.

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.

Case Study:

Testimonials

I found Mani's Excel Stock Analysis Worksheet to be very useful in estimating the intrinsic value of companies. It is easy to use, and easy to understand even for someone from a non financial background. I especially appreciate the quick responses I received from Mr. Mani when I had some doubts regarding the usage of the worksheet. I wish him well and hope he continues to improve the worksheet in the future as well.

Arjun

FEB 02, 2020 AT 10:28 AM

"I have brought stock analysis worksheet. Analysed around 10-15 stocks using and taken some investment decisions. I would like to tell you that , Past few months I was going through your blogs on getmoneyrich.com. I came to know importance of undervalued stocks with good fundamentals.I am basically a software engineer who wants to invest in stock market but does not have that much time and knowledge to analyse the stock.Your excel sheet has made it simple.I can also understand hard work behind this excel sheet"

Pravin Mogare

OCT 28, 2019 AT 5:32 PM

"I've to admit (having used it for a year now), this worksheet makes the monotonous work of data entry and computing ratios and other metrics a breeze and really easy once you get used to it. Barely a matter of 5-7 mins, once you get the hang of it , cheers to mani for making it so intuitive and user friendly. "

Raj

OCT 24, 2019 AT 11:27 AM

"Toolkit is very impressive and it is one pit stop providing all actionable inputs to make a sound discussion in this ever-changing dynamics of stock exchange. I recommend every one to try this out at least once."

Saurabh MISRA

OCT 16, 2019 AT 10:46 PM

" Guy's, seriously! this tool does the task it is meant for very effectively. Till now (since 20 July 2019, my date of purchase) I have done an analysis of almost 40 stocks with it and observed the performance of many and purchased some stocks too (many of them are in green since starting & few in red that too with negligible loss). This tool is value for money and will help you (Retail Investors) in value investing. Thanks to Mani for his efforts he has put into it, and again guys do check out his website also for original great learning content. Thankyou!."

NEERAJ MANDLOI

OCT 1, 2019 AT 2:35 PM

"Many people (like me) want to earn money from stock market without any knowledge about the stock market. So we followed the other people’s advice. In this situation some stocks will gain. Most of the stocks will fail. Now the situation is got an END. Yes now I bought your excel sheet. Here after there is no more red in my portfolio. The God will give all the prosperity to Mr. Mani and his family. Thanking you."

R V Aravintraj

AUG 23, 2019 AT 07:52 AM

"I am writing this feedback after using the tool for almost a year. To be honest, it's a wonderful tool which provides complete picture of Vitals of Stock and intrinsic value by various methods, which covers required risk factors. In my opinion, the values calculated indicate what a conservative investor will follow and hence any type of investor can take this tool to check parameters of a stock before deciding on investment. Overall a great tool and really helps to help in putting forward structured method behind investment"

GAURAV TALWAR

AUG 12, 2019 AT 09:50 AM

“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

"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

"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

"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

"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

"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

"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

FAQ's

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.

What is the Refund Policy?

Considering that Stock Analysis Worksheet is a "Digital Product", the paid money cannot be refunded. Having said that, this is also true that the question of refund will not arise if the "DATA ENTRY" is done properly. Why? Because when data entry is proper, worksheet will render the results. Please make sure to read the "limitations" of the worksheet.

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.

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.

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.

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.

What are limitations of this worksheet?

(a) Stock must have at least 10 year data to generate results. (b) Full editing rights is not provided. (c) Gives no investment advice. (d) Runs only on "MS EXCEL". (e) It's not a software. (f) Works only for non-banking stocks.

Which browser to use to copy data from internet?

Always use Google's Chrome Browser to copy data from internet as instructed in the video guide.

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.

Where to get "number of shares outstanding"?

Open Stock Page > Financial > Balance Sheet > Drop-down menu Capital Structure > A list will open...check this link for more clarity

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

This worksheet can be used only for non-banking stocks. In case you want to know about how to analyse banking stocks, you can read this article

Version Logs

V.2.1.5.04

This update takes care of how how free cash flow and intrinsic value of stocks is estimated by the worksheet using Discounted Cash Flow (DCF) method. Know More about it here.

V.2.1.5

Management, profitability & financial health grading algorithm has been updated. It bring changes to the “overall score” given to stock in the “Cover” sheet (Oct-2019)

V.2.1.4

Effect of recent “Price trends & PE trends” has been considered to estimate intrinsic value (fair price) of stocks (Aug-2019)