Dashboard Tool for Fundamental Analysis

24 responses to “Dashboard Tool for Fundamental Analysis”

	Bindi Johal May 27th, 2009 at 12:37 Hey love the tool man. Can you generate up some sheets for Ford (F)? Please.
	value investor May 27th, 2009 at 12:38 You bet Bindi, I’ll post the link.
	Babui May 28th, 2009 at 03:28 http://www.gurufocus.com has all the same fundamental tools you are building.
	value investor May 28th, 2009 at 07:43 Here you are Bindi: http://www.buyingvalue.com/wp-content/uploads/2009/05/F/BalanceSheetQtr.html
	Chris May 28th, 2009 at 14:00 Wow, what a great idea! So simple and so effective. I wish I had a way to improve it, other than allowing me to enter any ticker. Keep up the great ideas.
	Randy Harmelink May 28th, 2009 at 16:21 Not quite a dashboard, but I have a free open-source EXCEL add-in that can grab data from the Internet. One workbook I created did something like this, where each chart is generated from the selected drop-down label at the top. A picture of the workbook: http://ogres-crypt.com/images/smf-charts-aeos-as-of-2006-07-11.jpg I do have a function to create charts “in cell” from data. A picture of the sample workbook: http://ogres-crypt.com/images/smf-inCellChart-Example.gif …so that could be used to create quick and dirty charts versus the cleaner ones in the first example. The Yahoo group where I support the add-in is the link on my name for this comment. I’ll have to see if I can create a workbook similar to your web page display. Also, if you visit http://www.morningstar.com first (need to have a cookie from their site before charts can be grabbed), this PHP routine I have pulls all of their fundamental charts for a given ticker: http://ogres-crypt.com/php/chart-mscf.php?s=BMY
	value investor May 28th, 2009 at 23:37 Thanks Chris- I will make it a web page application once it is fully perfected. Right now to build a sheet all I have to do is pass in a ticker symbol and an exchange and it does all the heavy lifting for me. Stay tuned!
	Ronn May 29th, 2009 at 09:54 It’s about time someone starting creating tools like this for value investors.
	value investor May 29th, 2009 at 11:58 Thanks for the positive comment Ronn- much appreciated! Any things you would like to see added to improve it?
	value investor May 29th, 2009 at 12:04 Hi Babui, I am a big fan of gurufocus- have a few articles posted there. Haven’t seen anything like this there- where should I look?
	value investor May 29th, 2009 at 12:08 Not too shabby Randy, there are some great styles there.
	Randy Harmelink May 29th, 2009 at 12:26 For gurufocus charts…go here: http://www.gurufocus.com/financials.php?symbol=BMY …then click on a row label (e.g. “Revenue per Share ($)”). You’ll see a chart of the data, plus a trendline. They even have EMBED code (just beneath each chart) so the charts can be embedded on web pages.
	Babui May 30th, 2009 at 00:15 Put in a stock symbol in Gurufocus (tab at the top of the homepage). Click ‘Search’. It will take you to a page with a number of tabs. One of the tabs is ’10 yr financials’. Click on any line item in the financials and you will get a chart (e.g., trend chart of Free Cash Flow per share). All for free. Great resource. Ciao
	Weekend Reading - Contributors Corner Contest May 30th, 2009 at 10:06 [...] Dashboard Tool for Fundamental Analysis Their is no limit to the tools that can be found for technical analysis, but when it comes to fundamental analysis I seem to always find myself staring at raw numbers on a balance sheet. So I started building one- have a look and let me know what you think. [...]
	Weekly Links: May 31, 2009 | Dividends Value May 31st, 2009 at 17:31 [...] Buy Value presented Dashboard Tool for Fundamental Analysis [...]
	Ed May 31st, 2009 at 19:57 Awesome tool! I’d suggest making all charts be zero-based on the y-axis (or having an option to see it with the zero included), so as to simplify understanding the magnitudes of the drops/rises. Minor nit: because you have cash flow and income statement, don’t call it “balance sheet” dashboard.
	greg May 31st, 2009 at 21:04 hello Randy Harmelink, what is the name of your tool? I see there are many excel addins on the site.
	value investor June 1st, 2009 at 03:48 Thanks Ed- great feedback I’ll take all those comments and make the modifications.
	value investor June 1st, 2009 at 03:48 Thanks Ed- great feedback I’ll take all those comments and make the modifications.
	Tim June 2nd, 2009 at 04:04 Nice initial work! Most people learn more from a graph, or graphical display, than from just a set of raw numbers. The challenge with this kind of system, or any time graph, is the use of absolute values. Change over time is more useful when percentage change is used as the unit of measurement. Looking at the Goodwill chart the drop look kind of impressive but in percentage terms it wasn’t. The increase in cash and short-term investment looks impressive in the other direction and really is impressive because it represents a 400%+ increase. You may be able to color code the graphs to represent more relevant changes (light green for 25%+ moves, light red for -25% moves. You could really have something here in terms of a marketable product. Technical analysis is accessible to the masses in part because of its graphical nature. Fundamentals are assumed to be ‘too hard’ for the lay investor. Maybe you are the one to cross that barrier. Tim
	stupid tool June 2nd, 2009 at 08:41 What’s wrong with numbers?
	Randy Harmelink June 2nd, 2009 at 13:26 Greg — Not sure what you’re looking at. Just the one EXCEL add-in at the site: http://finance.groups.yahoo.com/group/smf_addin BTW, I took a series of charts a user of the add-in had been using and copied them into a dashboard format. Here’s a picture of the results: http://ogres-crypt.com/images/Dashboard-Example-Mike.gif Most of the data is coming from Morningstar.com.
	value investor August 15th, 2009 at 01:49 no bots here!
	Hydrolyze October 16th, 2009 at 09:14 Just wanted to say hello all. This is my first post. I hope to learn a lot here.