I’ve been building a simple Excel tool to help people analyze stocks in a more structured way, especially if you’re either starting to invest or tired of jumping between tabs, ratios, and random notes.
It’s designed to break down a company step by step (financials, valuation, risks, key metrics) and keep everything in one place so the analysis stays clear and consistent.
I originally made it for myself to avoid emotional decisions and stick to a process, but I thought it might be useful for others as well. It’s free to use, modify, or improve. If anyone finds it helpful or has suggestions, I’d appreciate the feedback.
If you’d like to take a look at the template, feel free to reach out.