Track your stock portfolio and compute annulized returns (XIRR) with this sheet!

We are delighted to announce a new spreadsheet that can be used to evaluate the annualised return (XIRR) of individual stocks and that of a stock portfolio after properly taking into account corporate actions like dividends, stock splits, bonuses, buybacks and rights issues. We had recently published an example using this sheet: Stock XIRR Example:…

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Download free stock analysis spreadsheet & value stocks in multiple ways!

The 14th edition of the freefincal stock analyzer is now available for free download.¬† Since Morningstar changed to site layout the sheet could no longer download financials and many users wrote to me about this. In this edition, I had changed the way the sheet retrieves data. Give this a try and let me know…

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Spotting Market “highs” and “lows” Using Technical Indicators

Can we spot market highs and lows using technical indicators? The answer is yes, provided a user understands the pros and cons of each method. I discuss the current state of a few technical indicators and discuss their benefits and limitations. This post is in-part triggered by comments from Dhinesh Kumar here:¬†Timing the market by…

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Select Stocks Using the Joel Greenblatt Magic Formula

Version 3 of the freefincal excel stock screener now includes the¬†Joel Greenblatt Magic Formula Screener. This quickly allows you to select quality companies available at attractive prices. The screening can be done index-wise. sector-wise and market-cap-wise. The financial data is obtained from Value Research and the multiple screens available have been created with the help…

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50 stocks with solid earnings power: Ability to self-fund and create value

Here are 50 stocks with excellent earnings power track record. Based on Hewitt Heiserman Jr.‚Äôs Earnings Power Box, these companies have the potential to self-fund and create value. You can download a free tool to analyze any stock of your choice. This excellent compilation has been put together by Lokesh Verma based on Automated Stock…

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How to calculate annualized return (XIRR) from a stock investment

In this post, I discuss how to calculate the annualized return from a stock investment after accounting for corporate actions like dividends, stock splits, bonuses, buybacks and rights issues. I have made a calculator that will compute the annualized return (CAGR for single investments, IRR for periodic investments and XIRR or investments on random dates)…

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Pros & Cons of Finding Stocks with Earnings Power for Long-Term Profits

In this guest post,¬†R. Srivatsan discusses the pros and cons of using a stock valuation technique known as¬†Earnings Power Box, introduced by¬†Hewitt Heiserman, Jr, in his book,¬† ‚ÄúIt‚Äôs Earnings That Count: Finding Stocks with Earnings Power for Long-Term Profits‚ÄĚ. Regular readers maybe aware that Srivatsan has already introduced the technique in his first post: ¬†It‚Äôs…

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Automated Earnings Power Stock Analysis With Screener.in data

The freefincal automated stock analyzer (screener.in edition) now has now auto-generates¬†Hewitt Heiserman Jr.’s Earnings Power Box, thanks to efforts of R. Srivatsan, who explained how to identify good business from bad one using it:¬†It‚Äôs Earnings That Count: Forget the next Infy; Can you identify the next Satyam?¬†I had previously published a version that uses morningstar…

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Automated Stock Analysis with the Earnings Power Box

The 13th edition of the freefincal stock analyzer now auto-generates¬†Hewitt Heiserman Jr.’s Earnings Power Box, thank to efforts of Rs. Srivatsan, who explained how to identify good business from bad one using it in yesterdays guest post:¬†It‚Äôs Earnings That Count: Forget the next Infy; Can you identify the next Satyam?¬†The automated stock analyzer pulls financials…

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It’s Earnings That Count: Can you identify the next Satyam?

In this guest post, R. Srivatsan explains how to differentiate a good business from a bad one, using a stock valuation technique known as¬†Earnings Power Box, introduced by¬†Hewitt Heiserman, Jr, in his book,¬† ‚ÄúIt‚Äôs Earnings That Count: Finding Stocks with Earnings Power for Long-Term Profits‚ÄĚ. ¬†Following his suggestion, I have added this feature in the…

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Download Nifty Historical Data: Price, Total Returns, PE, PB and Div Yield

Pranav Date, who played a key role in the development of monthly returns, consistency and capture ratios, has now developed a fantastic¬†one stop shop¬†solution for downloading Nifty historical data: the price data from 59 NSE indices, the total returns (dividends reinvested) Nifty 50 index, PE, PB and dividend yield ratios ¬†for 51 indices and the…

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Automated Stock Analysis with MoneyControl Financials

Use this Excel sheet to automatically download stock financial data from Moneycontrol¬†for analysis. This sheet was prepared many months ago, but I did not come around to complete it. Regular readers may be aware that automated stock analyzers using screener.in and morningstar.in are available with multiple valuation methods. In the current edition, I have not…

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