create a barebones spreadsheet template with just data and no valuation models

OSV Support 8 years ago updated 6 years ago 4

idea is to create an empty slate for people who want to create and keep their own valuation models.

This will eliminate your need to update formulas when I make changes to the spreadsheet.


This suggestion parallels the suggestion I had regarding putting the financial statements into a format that I was taught while working for Gabelli & Co. It combines quarterly with annual financial statements in an intuitive manner that makes it much easier to discern the business trends in the financial statements.

Several months ago I emailed you a Microsoft Excel spreadsheet which outlined the desired format. I know you are busy working on higher priority projects (notably, the OSV screener). So if there is any way I could do some grunt work to help on the project, I would be happy to. For example, I already have a Microsoft Excel spreadsheet built in the desired format. All that needs to be done is to put the proper formulas into each cell. If you could provide me with a list of mneumonic codes of all the quarterly financial data items used to access the Edgar database, along with a sample formula that goes into a few of the cells, and I would be happy to complete putting formulas into the spreadsheet. You could then insert the spreadsheet into your existing OSV Stock Analyzer as a separate sheet.

How does this sound?

Under review

Hi Fletcher,

There's no API at the moment to easily plug formulas unless you do the regular excel functions.

Here's what I suggest, with the existing spreadsheet.
  • create a new tab
  • unhide "StatementsDataEOL" as it houses all the data on the spreadsheet each time a stock is pulled. This is your starting point and base.
  • With the new tab, link back to the StatementsDataEOL by typing in = in a cell then clicking on the desired cell from StatementsDataEOL
  • This way, you can build out the format you sent me

Demand for spreadsheets have been declining so moving this out of the worklog.