Comments on: Dashboard Tool for Fundamental Analysis

By: Hydrolyze

Hydrolyze — Fri, 16 Oct 2009 02:14:21 +0000

Just wanted to say hello all. This is my first post.

I hope to learn a lot here.

By: value investor

value investor — Fri, 14 Aug 2009 18:49:24 +0000

no bots here!

By: Randy Harmelink

Randy Harmelink — Tue, 02 Jun 2009 06:26:37 +0000

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.

By: stupid tool

stupid tool — Tue, 02 Jun 2009 01:41:17 +0000

What’s wrong with numbers?

By: Tim

Tim — Mon, 01 Jun 2009 21:04:23 +0000

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

By: value investor

value investor — Sun, 31 May 2009 20:48:43 +0000

Thanks Ed- great feedback I’ll take all those comments and make the modifications.

By: value investor

value investor — Sun, 31 May 2009 20:48:43 +0000

Thanks Ed- great feedback I’ll take all those comments and make the modifications.

By: greg

greg — Sun, 31 May 2009 14:04:33 +0000

hello Randy Harmelink,
what is the name of your tool? I see there are many excel addins on the site.

By: Ed

Ed — Sun, 31 May 2009 12:57:48 +0000

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.

By: Weekly Links: May 31, 2009 | Dividends Value

Weekly Links: May 31, 2009 | Dividends Value — Sun, 31 May 2009 10:31:08 +0000

[...] Buy Value presented Dashboard Tool for Fundamental Analysis [...]

By: Weekend Reading - Contributors Corner Contest

Weekend Reading - Contributors Corner Contest — Sat, 30 May 2009 03:06:41 +0000

[...] 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. [...]

By: Babui

Babui — Fri, 29 May 2009 17:15:59 +0000

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

By: Randy Harmelink

Randy Harmelink — Fri, 29 May 2009 05:26:57 +0000

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.

By: value investor

value investor — Fri, 29 May 2009 05:08:40 +0000

Not too shabby Randy, there are some great styles there.

By: value investor

value investor — Fri, 29 May 2009 05:04:29 +0000

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?

By: value investor

value investor — Fri, 29 May 2009 04:58:48 +0000

Thanks for the positive comment Ronn- much appreciated! Any things you would like to see added to improve it?

By: Ronn

Ronn — Fri, 29 May 2009 02:54:11 +0000

It’s about time someone starting creating tools like this for value investors.

By: value investor

value investor — Thu, 28 May 2009 16:37:56 +0000

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!

By: Randy Harmelink

Randy Harmelink — Thu, 28 May 2009 09:21:32 +0000

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

By: Chris

Chris — Thu, 28 May 2009 07:00:49 +0000

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.

By: value investor

value investor — Thu, 28 May 2009 00:43:15 +0000

Here you are Bindi:

http://www.buyingvalue.com/wp-content/uploads/2009/05/F/BalanceSheetQtr.html

By: Babui

Babui — Wed, 27 May 2009 20:28:49 +0000

http://www.gurufocus.com has all the same fundamental tools you are building.

By: value investor

value investor — Wed, 27 May 2009 05:38:25 +0000

You bet Bindi, I’ll post the link.

By: Bindi Johal

Bindi Johal — Wed, 27 May 2009 05:37:20 +0000

Hey love the tool man. Can you generate up some sheets for Ford (F)? Please.