Financial Analysis Spreadsheet with Web Queries

financials-webqueries-v2.xls

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Screenshot of Financial Analysis Spreadsheet v2

Financial data is downloaded from free sources such as Morningstar and Yahoo! Finance via web queries. Data is extracted from the web queries and input into my financial analysis spreadsheet and ratios are calculated automatically.

Disclaimer:
These spreadsheets are offered “as is” without any warranty of any kind, either expressed or implied. Under no circumstances will I be liable for any damage, loss of data or financial injury resulting from the downloading or use of this spreadsheet. Possible damages include, but are not limited to, direct, indirect, special, incidental or consequential damages or other losses arising out of the use of or inability to use any of my spreadsheets.


Creative Commons License
This work is licensed under a Creative Commons Attribution-NonCommercial 2.5 License.

NOTES:

  1. The spreadsheet contains a macro that will download stock market data when you click the “Update Data” button on the Summary sheet. Make sure your security settings are set to Medium or lower level. By default, Excel’s macro security level should be set to Medium. If you cannot set the security to Medium, you can manually click the refresh “Refresh All” button on the External Data toolbar.
  2. Downloading the data takes less than a minute from the time you click the “Update Data” button, depending on the speed of your internet connection.
  3. Currently, this spreadsheet cannot analyze financial institutions like banks, insurance companies or brokerages. If you try to download data for a bank or another financial institution, the formatting of the downloaded data will be incorrectly parsed by the spreadsheet and gibberish will appear on the Summary sheet. This may permanently corrupt the spreadsheet and you will then need to download another copy of the spreadsheet.
  4. Morningstar only provides annual data for download, quarterly data is not calculated by this spreadsheet. However, the last column will show the most current Trailing Twelve Month data.
  5. This spreadsheet includes the DCF calculator that I described in Investing Spreadsheets.

Marv

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