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.
Showing posts with label worksheet. Show all posts
Showing posts with label worksheet. Show all posts
Tuesday, December 22, 2009
Stock Screening in Excel
Labels:
excel,
free,
spreadsheets,
stock screener,
stocks,
toteboard.net,
vba,
workbook,
worksheet
Subscribe to:
Posts (Atom)