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

/ M. Pattabiraman / 10 Comments

Published: June 19, 2019 at 11:14 am

Photo of M Pattabiraman, founder, editor and primary author of freefincal.com By M. Pattabiraman   

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 your feedback. What does this sheet do you ask?

The automated stock analyzer pulls financials from Morningstar, stock price history from moneycontrol and calculates the intrinsic value in six different ways, along with Dupont analysis, Graham number, Piotroski and Altman Z-scores for financial health.

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

It also auto-generates Hewitt Heiserman Jr.’s Earnings Power Box, thanks to the efforts of Rs. Srivatsan, who explained how to identify good business from a bad one: It’s Earnings That Count: Forget the next Infy; Can you identify the next Satyam? This is my fav tool in the sheet!

If you do not prefer MorningStar financials, you can use Automated Earnings Power Stock Analysis With Screener.in data

Downloading Financials From MorningStar

The new sheet has been created with the latest Office 365 edition and will only work in Excel version that supports Power Query functions (above Exel 2010 versions). It will not work in Mac. 

All you need to do is to follow the instructions step by step as given in the sheet. Select the stock you need to analyze ==> Clear the existing data in the MorningStar financial sheet ==> Run the data query ===> Open the auto-downloaded CSV file from MorningStar ===> Copy data and paste on to the analysis sheet.

Downloading Financials From MorningStar

Other features of the stock analysis spreadsheet

The automated stock analysis sheet

  • pulls financials from Morningstar and analyzes them
  • pulls adjusted stock price history from money control, and
  • calculates the intrinsic value in six different ways!

It also pulls annual (standalone/consolidated) and quarterly financials from Value Research online.

All the following features have been explained in previous posts.

Download version 14th of the freefincal stock analyzer June 16th, 2019

Do share if you found this useful
Share your thoughts on this topic at the  Reddit freefincal_user_forum
Reach your financial goals like a pro! Join our 1600+ Facebook Group on Portfolio Management! You can now reduce fear, doubt and uncertainty while investing for your financial goals! Sign up for our lectures on goal-based portfolio management and join our exclusive Facebook Community. The 1st lecture is free!
Want to check if the market is overvalued or undervalued? Use our market valuation tool (will work with any index!) or you buy the new Tactical Buy/Sell timing tool!
About the Author Pattabiraman editor freefincalM. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Twitter or Linkedin Pattabiraman has co-authored two print-books, You can be rich too with goal-based investing (CNBC TV18) and Gamechanger and seven other free e-books on various topics of money management. He is a patron and co-founder of “Fee-only India” an organisation to promote unbiased, commission-free investment advice. He conducts free money management sessions for corporates and associations on the basis of money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association. For speaking engagements write to pattu [at] freefincal [dot] com
About freefincal & its content policy Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on developments in mutual funds, stocks, investing, retirement and personal finance. We do so without conflict of interest and bias. Follow us on Google News Freefincal serves more than one million readers a year (2.5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication. Freefincal does not publish any kind of paid articles, promotions or PR, satire or opinions without data. All opinions presented will only be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)
Connect with us on social media
Our publications

You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingPublished by CNBC TV18, this book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now. It is also available in Kindle format.
Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a young earner

Your Ultimate Guide to Travel

Travel-Training-Kit-Cover-new This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step. Get the pdf for Rs 199 (instant download)
Free android apps