Thursday 19 June 2014

Financial Statement Analysis Template

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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22 comments:

  1. Unknown20 June 2014 at 13:15

    Hi,
    I saw that you mentioned about Mr. Chong and linked to some of his private posts. May I know how to get access to his blog?

    ReplyDelete
  2. Intelligent Investor20 June 2014 at 13:27

    Hi Dicky,

    The blog is his online course.

    You can leave him message on i3. http://klse.i3investor.com/servlets/cube/post/kcchongnz.jsp

    ReplyDelete
    Replies
    1. Unknown20 June 2014 at 19:43

      Hi,
      Thanks for replying me. May I know how to subscribe to his online course?

      Delete
    2. Intelligent Investor21 June 2014 at 09:59

      Hi Dicky,

      You can contact Mr Chong at ckc13invest@gmail.com

      Delete
  3. BenNike21 August 2014 at 18:30

    thanks for sharing :)

    ReplyDelete
  4. wanaiman9 June 2015 at 23:21

    Does it mean that I have to manually key in all the values for the purple tabs? How long do you take to fill all data for a company?

    Appreciate your hard and smart work, I envy your passion and determination! Keep it up and be the next millionaire very soon.

    ReplyDelete
  5. Intelligent Investor5 October 2015 at 16:30

    Hi wanaiman,

    Yes.

    ReplyDelete
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    Thank you for sharing! This article is really helpful and informative.

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    I start lesson learn from your template. Can i email you for further discussion?

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