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Company Overview
Portfolio Sheet
Company Comparison

Models

This section of the site illustrates how web queries, and functions can be integrated into a single workbook to help with detailed analysis, or to help solve a problem. These models will vary greatly in complexity.  Due to the differences in behavior with regards to web queries between Excel 97 and Excel 2000, please check your version of Excel to ensure that the model you are downloading will work properly in your environment.  For each model, where appropriate, we will specify the intended Excel version.

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Company Overview:  

An incredibly powerful and performant tool providing you with a detailed overview of any publicly traded company including:  
Pricing Data
Pricing Trends
Fundamentals
Estimates
Dividend Information
ECN Data
Reference Data
2 years of Price History
20 most recent headlines

 Simply enter a stock ticker and the Company Overview Workbook does the rest.

 [REQUIRES EXCEL 2000 or higher.]
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Portfolio Sheet:  

Allows you to monitor up to 500 different securities across multiple portfolios.  Includes the following features:

Monitor public and private portfolios
Customizable views
Context sensitive navigation
Portfoio visualization (heat maps)
Holdings report with drift analysis

[REQUIRES EXCEL 2000 or higher.]
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 Company Comparison:   

V1.0  allows you to compare up to 5 different publicly trade companies. The data items include the following:

Pricing Data
Pricing Trends
Fundamentals
Estimates
Dividend Information
ECN Data
Reference Data
2 years of Price History

[REQUIRES EXCEL 2000 or higher.]
 

 

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Last modified: August 30, 2005