As GuruFocus continues collecting user feedback on how to improve its Excel Add-In platform, users can try several built-in Excel templates and customize their own.
The latest version of the Excel Add-In has faster loading speeds compared to the legacy version thanks to a more efficient user interface and data loading process. Users can now retrieve stock financial data, guru trades, portfolio data, economic indicator data and industry median data faster than ever before. The Excel Add-In also supports cross platform ability and does not require complex installation.
Premium members get 2,000 queries per month for every region they subscribe to, i.e., up to 18,000 queries per month if they subscribe to all GuruFocus regions. Premium Plus members get unlimited Excel Add-in queries.
To install the add-in and access the templates, please follow the steps outlined in the quick start guide.
The add-in contains several templates, including a stock summary template, a 30-year financials template, a historical financial charts template, a DCF Calculator template, a Peter Lynch Chart template and a user portfolio template.
Stock Summary template
Figure 1 illustrates a sample Stock Summary template for International Business Machines Corp. (IBM).
Figure 1
As Figure 1 illustrates, you can change the ticker in Cell B9. The stock summary template gives you key information about the company, including the GF Score and component rankings: financial strength rank, profitability rank, GF Value rank, momentum rank and growth rank.
30-Year Financials template
Figure 2 illustrates a sample 30-Year Financials template for Apple Inc. (AAPL).
Figure 2
Enter the stock ticker in Cell B11. You can retrieve quarterly or annual data by entering Q or A in Cell B12. Cell B13 allows you to sort the data in ascending (A or ASC) or descending (D or DESC) order.
The 30-year financials template gives you per-share data, ratios, income statement, balance sheet, cash flow statement and other fundamental valuation and quality metrics for the company.
Historical Financial Charts template
Figure 3 illustrates a sample historical financial charts template for Tesla Inc. (TSLA).
Figure 3
Like the 30-year financials template, the historical financial charts template also allows you to view and chart quarterly and annual data. Enter the stock ticker in Cell B10 and the data frequency (Q or A) in Cell B11.
DCF Calculator template
Figure 4 illustrates a sample DCF Calculator template for Visa Inc. (V).
Figure 4
Enter the stock symbol in Cell B18, the first year of the discounted cash flow model calculation in Cell B19 and the base year value in Cell B20.
The template allows you to enter the growth-stage growth rate in Cell B21, the terminal-stage growth rate in Cell B22 and the discount rate in Cell B23. Enter a 1 in Cell B24 to add tangible book value to DCF fair value, or a 0 to exclude tangible book.
You will see the fair value in Cell B41. Cell B43 gives you the margin of safety for the stock given the stock’s current share price.
Peter Lynch Chart template
Figure 5 illustrates a sample Peter Lynch Chart template for Johnson & Johnson (JNJ).
Figure 5
Enter the stock ticker in Cell B9. Cell B10 allows you to enter the price-earnings multiple used for the earnings line: The Fidelity Magellan Fund manager set this multiple to 15.
The template also gives you the 10-year median price-earnings ratio for the stock in case you want to use this number instead.
User Portfolio template
Figure 6 illustrates a sample user portfolio template.
Figure 6
The user portfolio template allows you to track a portfolio and view several fundamental data points for the stocks in the portfolio. Enter the stock tickers in Column A, the date bought in Column B and the cost per share in Column C. You can also add additional rows to the portfolio by inserting rows inside the portfolio.
