I had sent an email directly to Jae regarding this a few weeks ago, and I included a Microsoft Excel spreadsheet as an attachment that showed the desired format. It is the format all of the research analysts at Gabelli & Company were required to put their financial data into for each of the companies they followed. The Gabelli format is far superior to the formats used anywhere else, because it allows for very quick analysis of year over year quarterly comparisons, as well as year over year annual comparisons, all on a single sheet. It also allows for the determination of margin trends by quarter and by year. In case you cannot locate the Microsoft Excel attachment I sent to Jae, the spreadsheet is built out as follows. The years go across the top. Gabelli used 13 column accounting paper that allowed for the display of 13 years of data.

In the left hand margin each item of the income statement was listed separately. The first row was reserved for the name of the data item being displayed, for example "Sales". The next row was reserved for quarter 1. The next row was reserved for quarter 2. The next row was reserved for quarter 4. The next row was used for full year. The next row was blank. The next row was reserved for the next data item being displayed, for example "Cost of Goods Sold". This process is continued until each item of the income statement of accounted for. After that, the same process is used to show the Balance Sheet Data, and then the Cash Flow Statement data.

When the data is displayed in this format, it is much easier to identify trends and make Year over Year percentage change calculations. In fact, the spreadsheet I sent to Jae made all of the calculations and displayed them.

P.S. I worked as a junior research analyst for Mario Gabelli at Gabelli & Company. If this format works for him (and it does), I think it just also might work for your Old School Value subscribers.

Adding an option to track the 13F fillings of great investors

I'm a Canadian Based Investment Club Manager and I love what you've built!

Would love seeing some companies from my back yard

Hey Jae! OSV Online is so great. After playing around, and seeing the link for ideas I thought I'd chime in.

What if there was the ability for a user to create his own custom action score? It would use the Q,V,G metrics, but we could use sliders to create our own blend of weightings of each metric to come up with our own action score....am I making sense? That way we could tweak our search for market conditions or find something more suitable to balance a portfolio that may already be heavy in one direction or another.

Seems there hasn't been any responses from OSV Support in about 7 months now. 

Does anyone have any idea or can help me find out what is going on with OSV management and administration?

Hi Jae!

 I think I sent an E-mail a while back on this, but could you guys perhaps add a Shareholder yield (Dividend + Debt Pay Down + Share buyback)? It's a better way yield than dividends in many ways and it shows how the company is adding value to the shareholder. 

The second metric I would really like to see is the Price to Product Research Ratio. It would just show the R &D relative to the current price. (An amazing metric to combine with the Price to Sale ratio)!

Thanks for your time Jae! :) 

Can the screener have the ability to filter the stocks using the OSV's score's trend (Action, Quality, Value and Growth)?

For example XOM (Exxon Mobil) right now has Action score 69 and Quality score 71.5, Value score 71.14 and Growth score 65. However if you look at the past few years, the scores have consistently been increasing. The prospect of business also looks really compelling, and people could use score trend to screen such stocks. 

If the screener can have the ability to filter based on all 4 score's individual trend, that would be really great!

Thanks a million for providing the community such a fantastic valuable service and tool!!

Suggestion: Starting at beginning of 2018 in the 'Portfolio' tab, show a listing of the 20 stock 2018 OSV Action Score Portfolio and continuously track its performance against a stock market benchmark (such as the Russell 3000 stocks).