Intelligent Investor's Notes

Financial Statement Analysis Template

Intelligent Investor
Publish date: Thu, 19 Jun 2014, 03:30 PM
Intelligent Investor
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http://intelligentinvestor8.blogspot.com
Following Message
I have created a financial statement analysis template excel to help me to perform the analysts in a faster and more organized way.

How to use the excel file?
  1. Key in the purple color cell on following excel sheet (with purple tab colour)
    1. General
    2. Stock Price
    3. Finance
  2. Once you supply data to the excel, it will help to
    1. Calculate and present the Ratio (blue colour worksheet - Ratio)
    2. Present the Income Statement, Balance Sheet, and Cash Flow statement with Vertical and Horizontal Analysis. (blue colour worksheet - IS,BS and CF)
    3. Check List (in orange colour) to help to analyst the financial result. You can key in your comment on the purple colour cell.
!!! Please take note that the template have pre-filled with data for PTARAS.

The template was created based on my understanding from following materials:-
You can download the financial statement analysis template excel to you computer and do your homework. It will be grateful if you can share your homework and provide the feedback to help to improve the template.

And, last but not least, I would like to say a big thank you to Mr. Chong for his teaching and guidance. If you are interest to learn the value investing, do approach Mr. Chong. He is definitely a good teacher.


 
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Discussions
11 people like this. Showing 17 of 17 comments

AyamTua

thanks i like

2014-06-19 20:13

ogre

thanks a lot... really helpful to non-accounting background people..

2014-06-19 20:32

Intelligent Investor

welcome.

but do make sure you understand where the number come from. The template just help to reduce the time to compile the ratio, but investor need to understand it to make a informed decision. Accounting knowledge is the basic and it is the language of business - http://intelligentinvestor8.blogspot.com/2014/06/five-habits-of-highly-successful_6.html

you can study the link I put on the blog or join Mr Chong's online class if you wish to learn more on the value investing.

2014-06-19 20:37

gymkhana

thanks sifu Intelligent Investor...

2014-06-19 21:58

Intelligent Investor

you are welcome.

I am not a sifu. All credits belongs to Mr. Chong (kcchongnz)

2014-06-19 22:03

Cha Hwee Chiet

thanks alot !!

2014-06-20 00:01

calvinwky168

the fast disappearing spirit of muhibbah is alive in intelligent investor and kcchongnz.
many thanks.

2014-06-20 13:51

boonboon

Thanks alot... very helpful for newbies

2014-06-20 14:11

qychong

Thanks Mr. Chong and Intelligent Investor

2014-06-20 17:45

yuanlong57

A thank-you note to tell you i have downloaded the financial statement analysis template

2014-06-20 22:57

sohofelix

Thanks for sharing

2014-06-21 14:17

inwest88

Great sharing, Intelligent Investor. Yes, kcchong is a truly a real FA sifu.

2014-06-21 16:20

Intelligent Investor

Hi All,

Welcome.

Do give it a try and hope you can benefits from the template.

It will be grateful if you can share your homework and provide the feedback to help to improve the template.

2014-06-21 17:12

duitKWSPkita

Intelligent Investor,

Such a great job. Well done! You are so intelligent.

Respect you. Hope can learn from you always.

Happy trading
duitKWSPkita

2014-06-21 17:16

Intelligent Investor

Hi duitKWSPkita,

Thanks for your compliment. Please take note that all credits shall belongs to Mr. Chong (kcchongnz)

2014-06-21 17:19

duitKWSPkita

Note well taken. You are so humble yet so great.

Nice to meet u. Great thanks to Mr Chong too.

2014-06-21 17:21

Intelligent Investor

Hi duitKWSPkita,

I am just telling you the fact.

2014-06-21 17:40

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