Using Pivot Tables/Charts, Slicers & Screener to Semi-Automate Historical Peer Analysis

Investor Toolkits
13

I am going to make this thread a repository of all the investing tool kits that I create for myself.

Here is the 2nd tool kit. A google sheet that provides in-depth analysis of a stock’s price history.

Functionalities as of today include:

  1. Return and CAGR since listing.
  2. All-Time high, 52-week High/Low and % difference between CMP and these milestones.
  3. Drawdown % and days.
  4. Average, Median, Standard Deviation, Maximum, Minimum, of Monthly/1/3/5/7/10 year rolling return periods.
  5. Win/Loss scenario on the basis of +ve and -ve returns in the above periods.
  6. Win/Loss scenario and win probability on the basis of a certain % returns (by default 12%).
  7. Includes charts of Price, Volume and 20/50/100/200 DMAs, Drawdown %/Days, and Monthly/1/3/5/7/10 year rolling return periods.
6 Likes