Hi,
I need an application for valuing stocks based on inputted data. Some of this data can be sourced from places like Google and other pieces will need to be input manually.
The database will need to include the following:
- Stock Code (Master input to identify)
- Stock Name (auto feed)
- Market Cap (auto feed)
- Price (auto feed)
- EBIT Figure (..... 2014, 2013, 2012) - Manual entry
- Current Asset Figure (..... 2014, 2013, 2012) - Manual entry
- Current Liability Figure (..... 2014, 2013, 2012) - Manual
- Property Figure (..... 2014, 2013, 2012) - Manual
- LT Debt Figure (..... 2014, 2013, 2012) - Manual
- EPS Figure (..... 2014, 2013, 2012) - Auto Feed
- DPS ((..... 2014, 2013, 2012) - Auto Feed
Auto feeds can be setup through a google spreadsheet as the data is available from Google. (Just a thought - open to better ideas)
I am open to suggestions on how to add the new data each year. As efficiently as possible for the manual entry items.
From the database I then want to be able to generate reports.
for eg.
- Code
- Name
- Price
- 2014 EPS
- 2014 DPS
- 2014 EBIT
- Total = Curr Ass - Curr Liab + Prop Figure
- 2014 LT Debt
- EY = 2014 EBIT / (Market Cap + LT Debt)
- WC = 2014EBIT / Total
Then the report needs to sort lowest to highest based on EY above and assign a ranking of 1,2,3,.... and the same for the WC ranking. Those two figures then add together to and ranked from 1-..... to rank the value.
Attached is a spreadsheet I have showing the columns of data.