Spreadsheet Corner Archive
October 18, 2014 by CI Staff
An overview of Google Sheets spreadsheet app as well as a portfolio tracker created with Google Sheets that automatically retrieves financial information for portfolio tracking and watchlist construction.
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.
First Quarter 2014 by CI Staff
Quantifying a strategy focused on separating the winners from the losers in high price-to-book-value stocks.
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.
Third Quarter 2013 by Wayne A. Thorp, CFA
Calculating the downside risk of the stock screening methodologies tracked at AAII.com.
Second Quarter 2013 by Wayne A. Thorp, CFA
Part three of our series on bond calculations takes maturity into account when measuring price sensitivity.
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.
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.
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.
Second Quarter 2012 by CI Staff
How to use Excel to rank and score stocks on Carlson’s Advanced Big, Safe Dividend (BSD) screen.
First Quarter 2012 by Wayne A. Thorp, CFA
How to use two formulas created by DuPont to analyze a firm’s return on equity.
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.
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.
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.
First Quarter 2011 by CI Staff
AAII’s valuation spreadsheet offers an easy-to-follow, systematic format for valuing a stock.
Fourth Quarter 2010 by Wayne A. Thorp, CFA
Using a spreadsheet template to automatically collect the data needed for Henning’s technical approach.
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.
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.
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.
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.
Third Quarter 2009 by Wayne A. Thorp, CFA
Measure the attractiveness of a stock using a spreadsheet built on Warren Buffett’s valuation models.