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QuestionsCategory: Financials QuadrantFinancial Analysis Excel Template
Tony asked 2 years ago

Hi everyone,
I have a question regarding the financial analysis excel template. The template is known to be designed to allow user entry of figures from “annual reports”.
Does anyone know whether it is possible and, if possible, how to modify the template to take figures from the latest quarter- or half-year reports? What I am trying to do here is to, by taking into consideration the latest figures, make the resultant ratios more indicative of the current and future performances of the company.
Thank you
Tony
 
 

2 Answers
Victor Chng answered 2 years ago

Hi Tony,
 
To my understanding, professional service like capitalIQ and Factset allow you to draw data to your excel automatically but the service cost will be between USD$1500-$3000 per month. As for other sources, I am not sure as I have not come across yet. 

Tony replied 2 years ago

Thank you, Victor!

Diana answered 2 years ago

I can’t seem to find the excel spreadsheet. Can someone tell me where to find it? Thanks.

Diana replied 2 years ago

oh nevermind. i think i found it

Tony replied 2 years ago

Click on “Checklists” and, in the bottom right hand corner, you will see “Financial Analysis Excel Template” and an associated image. Just click on the image.

Tony replied 2 years ago

Oops. Please disregard my above reply.

Tony replied 2 years ago

My original reply to your post is correct. Please disregard everything else.