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Spreadsheet Corner Archive


CI’s Financial Ratio Analysis Spreadsheet

July 19, 2014 by CI Staff

Excel spreadsheet automatically derives financial ratios for company analysis after a simple import of financial statement data from Morningstar.com.

Calculating Mohanram’s G-Score Using SI Pro and Microsoft Excel

First Quarter 2014 by CI Staff

Quantifying a strategy focused on separating the winners from the losers in high price-to-book-value stocks.

Excel 2013/Office 365 Home Premium

Fourth Quarter 2013 by Wayne A. Thorp, CFA

A look at the fundamental changes that have taken place with Office 2013 and some new features offered in Excel 2013.

The Ulcer Index of the AAII Stock Screens

Third Quarter 2013 by Wayne A. Thorp, CFA

Calculating the downside risk of the stock screening methodologies tracked at AAII.com.

Bond Duration & Convexity

Second Quarter 2013 by Wayne A. Thorp, CFA

Part three of our series on bond calculations takes maturity into account when measuring price sensitivity.

Bond Prices, Returns and Volatility

First Quarter 2013 by Wayne A. Thorp, CFA

Part Two of our series on bond calculations focuses on Excel functions for measuring value and comparing bonds.

Determining Bond Price Volatility

Fourth Quarter 2012 by Wayne A. Thorp, CFA

A template for calculating bond values and examining the effects of changing interest rates on a bond portfolio.

Common Size Financial Statements

Third Quarter 2012 by Wayne A. Thorp, CFA

A template from AAII that uses balance sheet, income statement and cash flow statement data to make financial comparisons.

Using Percent Rank in Excel

Second Quarter 2012 by CI Staff

How to use Excel to rank and score stocks on Carlson’s Advanced Big, Safe Dividend (BSD) screen.

Deconstructing ROE: DuPont Analysis

First Quarter 2012 by Wayne A. Thorp, CFA

How to use two formulas created by DuPont to analyze a firm’s return on equity.

Mean Variance Optimization: Multi-Asset Portfolio

Fourth Quarter 2011 by Wayne A. Thorp, CFA

Using the Solver function in Excel to test scenarios that minimize risk or maximize return in a multi-asset portfolio.

Mean Variance Optimization

Third Quarter 2011 by Wayne A. Thorp, CFA

Setting up an Excel spreadsheet to optimize the risk-return makeup of a simple two-stock portfolio.

Value Averaging Spreadsheet

Second Quarter 2011 by CI Staff

A spreadsheet from AAII for setting up a value averaging program, which helps you smooth out share price ups and downs.

A Simple Valuation Spreadsheet

First Quarter 2011 by CI Staff

AAII’s valuation spreadsheet offers an easy-to-follow, systematic format for valuing a stock.

Automating the Henning Technical-Momentum Trading System

Fourth Quarter 2010 by Wayne A. Thorp, CFA

Using a spreadsheet template to automatically collect the data needed for Henning’s technical approach.

Using a Spreadsheet to Construct Moving Averages

Third Quarter 2010 by Wayne A. Thorp, CFA

A spreadsheet from AAII for calculating three types of moving averages and generating buy and sell signals from them.

Using Excel Web Queries to Retrieve Data

Second Quarter 2010 by Wayne A. Thorp, CFA

A step-by-step guide to using Excel to import data from the Web into a spreadsheet for manipulation and analysis.

Roth IRA Conversion

First Quarter 2010 by Wayne A. Thorp, CFA

A spreadsheet from AAII for calculating whether or not it is beneficial for you to convert your traditional IRA to a Roth IRA in 2010.

XLQ: Excel Spreadsheet Add-In

Fourth Quarter 2009 by Wayne A. Thorp, CFA

A program from QMatix that allows you to retrieve free end-of-day price and volume data as well as subscription-based real-time data.

Valuing Stocks the Warren Buffett Way

Third Quarter 2009 by Wayne A. Thorp, CFA

Measure the attractiveness of a stock using a spreadsheet built on Warren Buffett’s valuation models.