Dashboard from Screener.in Excel

Investor Toolkits
1

I wanted to create a dashboard in under 1 min by uploading from data amazing website www.screener.in , it’s built and now available to all of you

A comprehensive, fundamental analysis tool for equity research. Upload Excel files from screener.in (note you need to use their basic file, so if you use custom file please change it)

Before using tool do this while logged in

  1. go to Register - Screener

  2. click RESET customisation

  3. download file of company you want to analyse

  4. Upload on free dashboard

Free Dashboard

and get instant, deep financial analysis with advanced investment frameworks.

Core Financial Analysis

  • Complete Financial Statements (P&L, Balance Sheet, Cash Flow)

  • Growth Metrics (CAGRs: 3yr, 5yr, 7yr, 10yr)

  • Profitability Ratios (ROE, ROCE, ROIC, Margins)

  • Efficiency Metrics (Asset Turnover, Working Capital, CCC)

  • Leverage Analysis (Debt-to-Equity, Interest Coverage)

Advanced Frameworks

  • Quality Score - 100-point comprehensive scoring system

  • Red Flags Detection - 7 balance sheet health checks

  • DuPont Analysis - ROE decomposition into components

  • Moat Analysis - Competitive advantage indicators

  • Capital Allocation - Management quality grading

  • Value Migration - Business trajectory analysis

  • Earning Power Box - 2x2 growth vs cash matrix

  • CAP Analysis - Competitive advantage period estimation

  • Capex Split - Maintenance vs growth capital allocation

  • Incremental ROIC - Returns on new capital deployed

  • RM Sensitivity - Raw material cost vulnerability

  • Buffett’s $1 Test - Capital allocation effectiveness

  • FLOAT Detection - Business model with customer funds

Visualizations

  • Revenue & Profit trends

  • Margin evolution

  • Returns analysis (ROE/ROCE)

  • Cash flow breakdown

  • Quarterly performance trends

  • CAP analysis chart

Additional Features to be built

  • Quarterly Analysis - QoQ and YoY growth trends

  • Comparison Mode - Compare 2-3 companies side-by-side

  • Print Support - Print-optimized layouts

  • Export - Save analysis as PDF

How to Use

1. Export Data from Screener.in

  1. Go to screener.in

  2. Search for any company

  3. Click on “Export” button

  4. Download the Excel file

2. Upload to Dashboard

  1. Open the Tankrich Dashboard

  2. Click “Upload Excel from Screener.in”

  3. Select your downloaded file

  4. Analysis appears instantly!

What Each Section Tells You

Overview Tab

  • Quality Score: 100-point rating across 5 dimensions (profitability, returns, cash flow, balance sheet, growth)

  • Red Flags: Automatic detection of balance sheet issues

  • Growth Metrics: Historical CAGRs for revenue and profit

  • Returns: Latest year profitability ratios

How to Use New Features

Quarterly Analysis:

  1. Navigate to “Quarterly” tab

  2. View recent quarters’ performance

  3. Check QoQ and YoY growth trends

Comparison Mode:

  1. Load your first company

  2. Click “Add for Comparison” button

  3. Upload 1-2 more companies’ Excel files

  4. Navigate to “Compare” tab to see side-by-side metrics

  5. Use “Clear All” to reset

Print/Export:

  • Click “Print” to get print-optimized view

  • Use browser’s “Save as PDF” option

  • Export button available for future PDF generation

Statements Tab

Complete financial statements with 10 years of historical data

Quarterly Tab

  • Performance Trends: Quarterly revenue and profit visualization

  • QoQ Growth: Quarter-over-quarter growth rates

  • YoY Growth: Year-over-year comparisons

  • Latest 8-10 quarters of detailed data

Analysis Tab

  • DuPont Analysis: Understand what drives ROE (margins, efficiency, or leverage)

  • Efficiency Metrics: How well the company uses its assets

  • Leverage: Debt levels and coverage ratios

Frameworks Tab

  • Moat Detection: Does the company have sustainable competitive advantages?

  • Capital Allocation: How well does management deploy capital?

  • Value Migration: Is value flowing to or from this business?

  • Earning Power Box: 2x2 matrix positioning (growth vs cash generation)

Advanced Tab

  • CAP Analysis: Competitive advantage period - how long can high returns last?

  • Capex Split: Maintenance vs growth capex estimation

  • Incremental ROIC: Are new investments creating value?

  • RM Sensitivity: Vulnerability to raw material price changes

  • Buffett’s $1 Test: Is management creating value with retained earnings?

  • FLOAT Detection: Does the business benefit from customer funds?

Compare Tab (appears after adding companies)

Side-by-side comparison of key metrics across multiple companies

Charts Tab

Interactive visualizations of all key metrics over time

Technical Details

  • 100% Client-Side: No data is sent to any server

  • Privacy First: All processing happens in your browser

  • No Installation: Works directly

Looking to get feedback what else can we add to this - code is open source, so you can tweak it by forking and customising it your needs. The logic behind numbers is also available in repo

Happy Investing

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