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1 | Stock Universe sheet by u/TheSuperSpy PM me if you have questions or recommendations | |||||
2 | This spreadsheet is a database of stocks. The database is used to feed data into several other spreadsheet tools. This spreadsheet is heavily inspired by the Roaring Kitty Universe spreadsheet. It attempts to recreate the function of that spreadsheet and expand upon it. This version now supports stocks from over 30 countries. Click here for detailed notes on changes. | |||||
3 | INSTRUCTIONS | |||||
4 | I recommend watching the RK Tools Part 3 of 3 video from minute 3:30-21:15. This universe sheet works almost exactly the same way and has many of the same tab names. Then follow the below instructions to setup the sheets for yourself 1. Click "File" > "Make a Copy" and save a new copy of this spreadsheet to your own Google account. 2. Open and make copies of the Prices and Insider Buying spreadsheets, and add links to these sheets below (cells B7-B9). 3. Enter a ticker in the submit page. The sheet will check if it is already in the database and either pull from the database, or get data from an external source. 4. Enter any information about the stock that you would like to save, and choose which lists will track the stock. You can also add your own tags or rename the "field1", "field2", and "field3" columns to anything you want. 5. Choose "submit" on the far right dropdown and wait for confirmation the database has been updated. 6. Check the db and universe sheets to make sure the stock has been added and that additional details have been automatically added to universe 7. Download the Tracker spreadsheet and follow instructions to link the tracker to your Universe of Stocks | |||||
5 | Setup Links to Data Sources and Tools | |||||
6 | Sheet Name (Click to Download) | Link to Sheet (Insert URLs below) | Linked | Access Granted (Click cell to grant access) | Purpose | Description |
7 | Prices | https://docs.google.com/spreadsheets/d/1dqcPj_pSShlz7m5plokrjNsakTrqowqNJccAtnEBEug | When it's done loading, click cell D7 to grant access to your Prices sheet ---> | Access to Prices sheet has been granted | Support | The "Prices" spreadsheet is a support sheet that gathers price data from Google Finance and calculates how prices have changed over time. That data is then fed to other spreadsheets for tracking and analysis. |
8 | Insider Buying | https://docs.google.com/spreadsheets/d/1vsb2UfsqPXSfXzH1j-qnK8sDaW37kdKd097MiC7m1PM | When it's done loading, click cell D8 to grant access to your Insider Buying sheet ---> | Access to Insider Buying sheet has been granted | Support | The "Insider Buying" spreadsheet is a support sheet that tracks insider buying for various stocks, and calculates how insider buying has taken place over various periods of time. |
9 | Metrics | https://docs.google.com/spreadsheets/d/1c-FACh_iWOayZ_11MLznSa1ce1m_SInVnhlvziwB4zA/edit | When it's done loading, click cell D9 to grant access to your Metrics sheet ---> | Access to Metrics sheet has been granted | Support | The "Metrics" sheet imports financial data from Yahoo Finance and feeds that data into the tracker so various metrics can be calculated. |
10 | Tracker | https://docs.google.com/spreadsheets/d/1umHQqjQ8BWJ8RdqF6TROXRIof1o7Yx5uqzch5Xlo4_c | When it's done loading, click cell D10 to grant access to your Tracker sheet ---> | Access to Tracker sheet has been granted | Screening and high level analysis | The "Tracker" spreadsheet consolidates data about commodities, indexes, stocks, and industries. It also acts as a portfolio tracker and helps to identify stocks that are worth investigating based on valuation indicators, insider buying, or other criteria |
11 | Analysis1 (Coming later) | <--- Copy/paste URL to your Analysis1 sheet in cell B11 | Detailed analysis | The "Analysis" sheets provide a detailed look at a company and its financials. Analysis tools include a multi-year view of financial statements, DCF, method of comparables, and other tools. NOTE: Still under development and a public version is not available. | ||
12 | Analysis2 (Coming later) | <--- Copy/paste URL to your Analysis2 sheet in cell B12 | Detailed analysis | |||
13 | Analysis3 (Coming later) | <--- Copy/paste URL to your Analysis3 sheet in cell B13 | Detailed analysis | |||
14 | Analysis4 (Coming later) | <--- Copy/paste URL to your Analysis5 sheet in cell B14 | Detailed analysis | |||
15 | Various Sheets and Their Function | |||||
16 | setup (this sheet) - Used for initial setup of the Stock Universe spreadsheet | |||||
17 | submit - Used to submit new stocks to the database or update details about stocks already in the database | |||||
18 | db - This is the database of stocks submitted by the user | |||||
19 | universe - Sorts through the stocks in 'db' and displays only the most up to date information. The "tracker" and "analysis" sheets get their info from this sheet | |||||
20 | toDo - A list of improvements I plan to make | |||||
21 | features - A lit of features available in this version of the sheets | |||||
22 | admin - Go here to change or add menu options and settings. Also go here to break things. | |||||
23 | GICS - A reference used by the "submit" sheet to translate Global Industry Classification System (GICS) codes to their corresponding sub-industry | |||||
24 | exchanges - A reference used by the "submit" sheet to translate Yahoo Finance tickers into Google Finance and QuickFS tickers and to identify the correct exchange | |||||
25 | A Note on Notes - some fields throughout the spreadsheet have notes to help explain what they are or how to use them | |||||
26 | Flowchart showing how data flows in this version of the sheets | |||||