@Ramblin_Rebel13 Analyst Security Reports.

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Presentation transcript:

@Ramblin_Rebel13 Analyst Security Reports

What is it? Set of Excel sheets that calculate ratios and graphs based on user inputted values for the 3 financial statements.

Why make it? “Well, uh, here is the balance sheet. Numbers went up.” Requires analyst to better understand the company that they are presenting on. Gives everyone a clearer idea of how a company or set of companies has doing financially over the past 4 periods. One easy template that everyone can use. Something else to hand recruiters.

How to use it? Insert appropriate values from Google Finance or Yahoo Finance. Google Finance shows past 4 annual numbers, past 5 quarterly numbers

Insert appropriate values from Google Finance or Yahoo Finance. Google Finance shows past 4 annual numbers, past 5 quarterly numbers Only fill in boxes that are green AND the company description.

Where to find them? Dropbox shared folder called “GTSF Investments Committee” “Analyst Security Reports” folder “Excel Sheets” folder

What will be updated and when? Since Google Finance provides 5 periods of data for quarterly numbers and the reports are only set for 4 periods, I will be creating separate reports. A set for annual reports and a set for quarterly reports. [before Thanksgiving] Adding a few more ratios to both sheets. [by Thanksgiving] Adding in DCF capabilities. [over Christmas break]

Want to see something else? LET ME KNOW. It has to be something that can be derived from the 3 financial statements or price. The less user input, the better. This report was meant to be an easy learning tool that has an awesome impact when doing presentations.

Questions? @Ramblin_Rebel13