Excel Add-in for fully customized data downloads and research.
(For Windows only.) ![]() Download Excel Add-in
Entering a company's stock symbol or name for compilation helps you to display your sources. Excel's font and design options can edit the table styles and make. Enter the stock symbol you wish to track. Be sure to double check that you entered the correct stock symbol by checking the company name that shows. Scroll down to 'Last trade:' and click on the arrow to the left. The arrow will change to a check mark. The data highlighted will be shown on your spreadsheet.
File Size (670KB)Download GURUF for MacOnly for Mac Excel 2016 Frequently Asked Questions Download templatesGURUF_Peter_Lynch_Chart
The valuation bands based on median P/Em P/S and P/B ratios
GURUF_Price_Chart
Retrieve historical stock price of a stock and draw the chart
GURUF_Fiscal_Year_Quarter_Data
This template retrieve the fundamental data of the fiscal years and quarters.
GURUF_charting_historical_data
This template retrieve the fundamental data of the fiscal years and draw the charts. The charts refreshes when the ticker is changed.
GURUF_Fair_Value_Calculator
This is a two stage Fair-Value-Calcuator based on discounted earnings. Go here to learn more: http://www.gurufocus.com/news/39330
GURUF_Financial_Statements
This template retrieves the items in financial statements.
GURUF_Historical_Ratios
Retrieve the historical ratios of a stock.
GURUF_REIT_FFO
Calculate REIT FFO with 'Net Income (Continuing Operations)' + 'Depreciation, Depletion and Amortization' - 'Sale Of Property, Plant, Equipment'.
GURUF_Portfolio_Key_Ratios
Receives the current price and key statistical data for the stocks in a portfolio.
GURUF_DCF Calculator
The “GURUF_DCF” template allows users to run the DCF valuation either using earnings, free cash flow, or a user-defined set of earnings and growth.
GURUF_FZM_score
Retrieve the company's Piotroski F-score, Altman Z-score and Beneish M-score
How it works
This spreadsheet for the Apple Numbers app uses the
STOCK function to retrieve stock information from the internet. Simply enter your transactions into the Transactions sheet, then add the symbol to the Portfolio sheet.
The spreadsheet automatically calculates the total amount invested, value, capital gains and losses, and annual dividend income for the portfolio. Additionally, the following values are calculated for each position:
FAQs
Download
The template can be purchased for $6.99. The template is available for download immediately after completing your purchase. Click the Buy Now button to continue.
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Disclaimer: All data and information is provided “as is” for personal informational purposes only, and is not intended for trading purposes or advice. Please consult your broker or financial representative to verify pricing before executing any trade. Steven Westmoreland (A) expressly disclaims the accuracy, adequacy, or completeness of any data and (B) shall not be liable for any errors, omissions or other defects in, delays or interruptions in such data, or for any actions taken in reliance thereon.
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