Stock Screening in Excel

Just finished creating an Excel based stock screener. The screener leverages content from http://www.finviz.com/, a truly phenomenol site for investing content, and allows you to leverage the power of Excel by enabling you to filter on each column in the screener. Approximately 80 columns of data are available, including real time price and volume data. See the results and impact of your filter changes immediately. The workbook also allows you to calculate Market Cap weighted aggregates at the industry and Sector level off of the same content that you can screen on. As a result, when you're done screening you can compare your results to aggregate values at the sector or industry level.

Looking ahead, a future version will include bubble and or scatter plots on variations of content allowing you to see visually where the outliers are, as well as conditional formatting of "good" and "bad" values, and possibly multi factor rankings across the data items allowing you to "score" the best investment options. Take a look, and let me know what you think:

http://www.toteboard.net/Models/ZipFiles/StockScreener.zip

Note: This is a rather large file, and the aggregate calculations are quite "expensive" in terms of CPU time. So, have a little patience when opening, and be warned about the possibility of locking up Excel for short periods of time. I tried, so I recommend against calculating aggregates for all the sectors and industries in this workbook.

SMF Addin

If you're looking to create spreadsheets that manipulate information about stocks that you can buy or sell, then the SMF addin is the tool for you. It is extremely powerful, and provides access to thousands of individual data items about a company. The addin is free, and there is a yahoo group that has been set up to provide examples and a forum for questions and answers about its use.

The group is at the following location:

http://finance.groups.yahoo.com/group/smf_addin/

I've modified two of my spreadsheets to leverage this tool. One is a portfolio sheet that allows you to monitor your P&L through out the day. The sheet also allows you to look at other publicly defined portfolios. So, industries, sectors, adr's, preferreds, closed end funds, and industry identifiers. It is available at:

http://f1.grp.yahoofs.com/v1/IGz7Siwpdpq0faRp5vvRLTCdBoyMIXJSB9shJbiQkByoUllxhtk5xsNwQ6dHcQo38H6qbVdzQzFO2tHhtfdyX38GiNLsjCCU5u5zFsaLdbM0/Uploads%20by%20forum%20members/PortfolioSheet.201.zip

The other spreadsheet is a company overview sheet that allows you to look at critical investment information about a specific company. It is also integrated with the portfolio sheet defined above in that it allows you to cycle thru the various companies that you own and are tracking thru your portfolio sheet. It is available at:

http://f1.grp.yahoofs.com/v1/IGz7ShET3-C0faRp4mqqrh_5BjTRIJejQd-pEAw1q5jjh6mMW1V1WcVaHySYO0BcsOjsM0fobwgeHbnpVakIy-jtO9J2ffyhsXIS6wgAsYe3/Uploads%20by%20forum%20members/Company%20Overview%20v2.0.xls

If you get a chance take a look at these, and let me know what you think.