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Next up:  Company Comparison Version 1.0

A Company Comparison spreadsheet is now available.  This sheet allows you to compare up to 5 different companies at a time.  No more cutting and pasting, or printing from multiple web pages.  If you want to compare reference data, fundamentals, estimates, dividend information, pricing data, price history, and pricing trend data across your potential investment choices, then this workbook is for you.  Conditional formatting shows you at a glance which companies numbers are better or worse than the others. It also takes advantage of the tremendously powerful "link builder" contextual linking to over 250 destination points on the web.  Try it out, this is a definite time saver if you want to compare critical data items for up to five different companies. 

Now Serving:  Company Overview Version 2.0

A new and updated version of the Company Overview sheet is now available.  This sheet allows you to view critical information about any publicly traded company.  View pricing history, reference, pricing trends, pricing, fundamental, dividend, ECN, estimates, and headlines about the company you want to invest in.  This sheet also provides access to the "link builder" contextual linking to over 250 destination points on the web.  This workbook is very performant....it loads and displays more information in less time than any comparable internet site. 

"I like the company overview sheet, it is definitely useful once I identify a stock to research...You've done a great job with these." - VH, Texas

  

Now Available:  Portfolio Sheet Version 2.0

A new and updated version of the Portfolio Sheet is now available.  This sheet supports up to 500 different symbols, visualization of your portfolios performance (think Heat Maps), as well as graphical depictions of your portfolio versus your target portfolio.  Not to mention the ability to view public portfolios like index constituents or industry constituents, and the tremendously powerful "link builder" contextual linking to over 250 destination points on the web.  Try it out, if you're like me, you'll have it up all the time. 

Toteboard Tools Function Library Released

Check out our Toteboard Tools add-in which provides you with the functions and tools you need to build your own investing worksheets.  You can get the add-in by purchasing or downloading any of the investing models detailed on this site. 

Queries, queries, and more queries...  

There are over 300 web queries available for you to download and use in your own spreadsheet.  Stocks, bonds, currencies, commodities, you name it, we can give you access to it from Excel.  This section of the site has been completely updated, with each individual query available for usage..... 

Company Overview Sheet Usage Goes Through the Roof

Many thanks to our new friends at www.lockergnome.com who reviewed and commented on our Company Analysis sheet on July 16, 2002.  According to their daily Web Digest: 

{Check your stocks} When you're doing long-term investing, the best thing to do with your money is to invest and then "forget about it." Our Gnomie buddy Brian Stevens is the type of guy that likes to play the stock market. He's always logging into E*TRADE and checking on his stocks. That's a lot of work! We told him to forget about it and let Company Overview do the work. This Excel spreadsheet and add-in is a great way to check stocks and save the data into a separate Excel spreadsheet. Brian says, "E*TRADE doesn't give me half the information that Company Overview does, such as insider trades and financial trends, along with many other tidbits of information."

As a result of this endorsement our company overview sheet was the eighth most downloaded program from Simtel.net on July 16, 2002.  Find out what Brian Stevens, and so many others are already finding out.  Which is:  Why go from one web site to another when you can get all the pertinent information about a stock in one place on one page.  See for yourself, and check out our Company Overview spreadsheet.  This model provides you with historical pricing, snapshot, financials, competitive analysis, fundamental data, trading volume, and insider trading data. If you don't like the way it looks, or the way it is laid out, tell us, and we'll change it just for you.

 

Site Stats: 
Over 14,000  spreadsheets downloaded to date.
Company Overview, #8 overall download at simtel.net on July 16, 2002

User Feedback:

"E*Trade doesn't give me half the information that Company Overview does...." - BS
"I like the company overview sheet, it is definitely useful once I identify a stock to research...You've done a great job with these." - VH, Texas
"An unbelievable amount of information is presented in this spreadsheet and it's quick, considering that I have a slow connection. Very well done!"  - RM
"I just downloaded your Excel Files for Company Overview 1.3 and love it alot." - MB
"The spreadsheet is a VERY nifty tool...Definitely worth a look." - hakoti
"WOW!  This is great!  I'm overloaded by the amount of information....PS - Love it!"  - BB, New York
"This is great...the guy who runs the floor loves it." - BM, Connecticut
Portfolio Sheet 4.5 out of 5 stars @ freeware.com.
Company Overview 4.5 out of 5 stars @ freeware.com

 

(updated July 12, 2005)

 

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Last modified: January 02, 2006