Does your club assign a member to follow each stock
in your club portfolio on a monthly basis? Each club should. And if
you're an individual investor, do you analyze your portfolio to determine
that each stock is meeting your expectations? Nasty surprises aren't
nice. This tool helps eliminate those.
Data is taken
directly from the Stock Selection Guide to fill in this form. Pop-up
instructions are throughout the form and are seen by hovering the mouse
cursor over a data cell. Download one of the files below, depending
on which spreadsheet software you have--Excel or OpenOffice.
NOTE: The automatic download of estimated quarterly data does
not work with Excel 2007--the newest version. A "compatibility" file.
available from Microsoft is required. Click the back arrow button to
go to my Home Page to see more information.
Follow Your Stocks
(Updated July 24, 2008 version 319-S)
This tool will automatically download estimated data for Sales and EPS for
the next two quarters.
Other data required on the form must be typed in manually. Each time the spreadsheet is opened, the Internet will be searched for
estimated quarterly data about that company. This feature works with a dial-up modem, but the the
modem needs to be online when the spreadsheet is in use. The search
only takes a few seconds, even with a dial-up modem. The automatic data
function only works with Excel 2000 or newer and requires MS
Internet Explorer. (This function will not work with Firefox, etc.)
Note the update to version
318-S The quarterly data was not always updating correctly. This
version corrects that.
Follow Your stocks
-- Multiple company analysis
This file is the same as the one above except it allows up to twenty
stocks to be followed on a single spreadsheet.
Follow Your Stocks
-- OpenOffice version
(Updated Nov 28, 2005
(Requires OpenOffice) If you are using OpenOffice, download this file.
The file above, for Excel, does not work properly with OpenOffice.
This OpenOffice version does not provide news from the Internet but
provides all the other data analysis found in the Excel version. It is
also necessary to delete any old data manually by selecting it, then
pressing the Delete key. This file is in the Zip format. It
will be necessary to double click on the file once it's been downloaded to
extract it. Then double click on the extracted file and it will load
automatically into OpenOffice.
My thanks to Scott
Ellis, a fellow club member, for his patience and help in proofing this
form. His many suggestions have greatly contributed to the
"friendliness" of the form.
If you don't have Excel and need a free copy of OpenOffice --
click here to go to the OpenOffice site. Sorry,
MS Works is not
capable of running this Follow Your Stocks file; some of the
formulas are beyond it's capability. To learn more about OpenOffice see the
One more thing: If
you enjoy working with and developing spreadsheets, I couldn't recommend
more highly "Online Investing Hacks" by Bonnie Biafore. This is a
great "how to" book. It's available at various book stores,
including online at Amazon.com.
Look for Bonnie's monthly column in BetterInvesting magazine.