Spreadsheets can be a useful way to supplement what you can do with other more specific tools. This page is a place for ideas and examples related to doing that. Want to learn about using Excel to import data from Toolkit or web pages? Click here. Click here to discuss spreadsheets on the NAIC Compuserve Forum. For a general purpose Excel add-in to download financial data, the SMF_Addin is worth checking out. Spreadsheets from Bob Adams. Click here. Bob has spreadsheets to analyze annual report financial statements (click here for a "workshop") as well as a spreadsheet to "follow your stocks".
Spreadsheet from Gary Ball. Click here to download Gary Ball's Monthly Portfolio Analysis spreadsheet. Gary refers to this spreadsheet when he teaches Portfolio Management classes. Jim Thomas had revised the spreadsheet to compile the appropriate information automatically from Toolkit and the Internet. The only manual entry required is the ticker symbols. (Note that the sample data provided with the spreadsheet is based on SSG judgment that's mostly made up. No investment recommendation is intended.)
Financial Statement spreadsheet from Paul Schneider and Dan Hess. Click here (various versions). There is a spreadsheet for manufacturing companies and another for banks entitled banks.xls
Spreadsheets from Jim Thomas. (Generally require Excel 2000 or later. Some require Toolkit v4 or v5 or v6.) Note about Internet Explorer. Some of these spreadsheets (for example, miDashboard.xls) may access web site pages that are available only to those who login to the web site. This login must be done with Internet Explorer before using the spreadsheet (because Excel accesses the internet via Internet Explorer). If the login page has a "Remember Me" option, it must be selected. Notes about Windows 7 (and Windows Vista). A number of these spreadsheets download data from subscription web sites. For example, the mi... series of spreadsheets download data from ManifestInvesting.com. In order for these spreadsheets to download subscription data on Windows 7 (or Windows Vista) the appropriate web site must be added to the Internet Explorer "Trusted Zone" (perhaps using both the http:// and https:// prefixes). For example, adding both http://www.manifestinvesting.com and https://www.manifestinvesting.com may be necessary in order for the mi... series of spreadsheets to work. Also, a number of these spreadsheets can access the SSG database from ICLUBcentral's Toolkit software. On Windows 7 (or Windows Vista) those spreadsheets may be unable to fully access the Toolkit database at it's default location (C:\Program Files\ICLUBcentral\Toolkit6). You may need to move the Toolkit database to a more appropriate location (such as your Documents folder). This can be done in Toolkit from Library > Library Manager with the button to "Save a copy of the current library."
SSGrdr.xls is an enhanced version of Doug Gerlach's original (link to the original is below). Here is a partial list of enhancements.
SSGrdr_MultiCompany.xls adds portfolio review capabilities to SSGrdr.xls by allowing multiple SSG data files to be imported. Here is a partial list of the added capabilities.
scStockComparison.xls compares SSG data for multiple companies, using data downloaded automatically from StockCentral.com (data subscription or free trial required). TK6Portfolio_mi.xls uses data from your ToolKit database to aid you in your portfolio management using defensive and offensive techniques. It provides diversification information as well as a basic SSG visual analysis and a PERT Worksheet A. Other optional portfolio management aids are available, such as Quality and PAR evaluations imported from ManifestInvesting.com. Click here for a discussion of this spreadsheet (discussion of the most recent versions is at the end). Updated with Morningstar sector names and to get stock sector from Toolkit 6. If used with Toolkit 4 or 5, sector is no longer provided. EPSEstLTM.xls uses data from your ToolKit database and the moneycentral.msn.com web site to produce EPS estimates for 12 months into the future for inclusion use on Toolkit's Portfolio Review Report (aka PERT Report). TKChallengerList.xls retrieves data from your Toolkit database to show the same information that the ToolKit "Challenger" feature shows in its list of stocks. Club_vs_Index.xls allows you to determine if your club would have had better results if all the member investents had been made in the Vanguard Index 500 Fund (a no-load S&P 500 index fund). TSSW.xls performs both a "Take $tock" and an "SSG/PERT-A" analysis on a stock. Data can be imported from .SSG files, directly from Toolkit (not with Mac Excel) and can be copied/pasted from other sources (S&P or VL reports in PDF format, web sites). Also exports data in .SSG format. Imports current and historical (fiscal year) prices from Yahoo!. ICL Wager spreadsheet. Click here. The ICL Wager has to do with whether doubling an initial investment over five years can be achieved by following a mostly mechanical approach based on the SSGs produced by NAIC Take Stock. Click here for a discussion of this spreadsheet. SSG Datafile Reader spreadsheet. Click here. Doug Gerlach created this spreadsheet with the goal of displaying all the information contained in a standard ".SSG" data file (much of which is ignored by typical SSG software). Doug also has a Preferred Procedure spreadsheet here (look for the download link at the end of the web page). See above for Jim Thomas' enhanced versions of Doug's "SSG Datafile Reader" spreadsheet. Last Modified 2011-09-30 |
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