Templates No Longer Available
The templates listed here use the Excel Web Query to obtain data. No add-ons required. All templates are macro driven.
Templates designed in Excel 2016 (or later) and the Windows OS & are dependent on access to various financial websites.
Downloaded financials only for the USA stock exchange listings
If you have comments or questions let me know at firstname.lastname@example.org
In addition to future templates, existing templates will be updated with new features, information, etc., so occasionally check back to be sure you have the most up to date files.
FEATURED PROGRAM FOR IN DEPTH STOCK ANALYSIS - IIEX_FairValue Analysis on the SMF page
IIEX_INSIDER BuySell:Last Update: - This template pulls in insider transactions and plots transactions by groups on the PivitTable sheet. ( click here for a video intro ) NOT in video: added ability to summarize an individual insider for all years downloaded or any specific year along with current holdings. For additional background on group transactions can be found in this article.
Available video intro's can be found here.
IMPORTANT: These templates extract data from various public websites. These templates will only work if these websites allow data extraction and/or do not change the structure of their site. If there are changes to the site the template can usually be updated but there are no guarantees. If this occurs please let me know at email@example.com
The templates on this web page are for information and educational purposes only and should not be construed as a recommendation to buy or sell any stocks mentioned. Template data is not represented to be complete and neither its accuracy nor timeliness is guaranteed. Nor is there any guarantee these templates will be available in the future.