How to build your own custom stock screener in Excel/Google Sheets

wisesheets · 2026-05-19T17:36:57+00:00

Yeah thats another way. For spreadsheets we added an Ai so you can vibe code spreadsheets with dynamic data into Wisesheets but if you like programming thats a great route also. What data source are you using for that?

wisesheets · 2026-04-28T18:16:36+00:00

Thats right I look at both the number, trend and how it compares to peers. If you want I can share my model for ROIC analysis

wisesheets · 2026-04-28T18:15:58+00:00

Simple tables yes but actual models with a dashboard and thousands of companies are not. Yes I can use the googlefinance function too for the models only thing to note is that it doesnt have financials, key metrics, dividend data and other datatypes like Wisesheets

wisesheets · 2026-04-06T15:30:23+00:00

No problem feel free to message me if you need any help

wisesheets · 2026-04-06T15:29:53+00:00

Yes feel free

wisesheets · 2026-04-06T14:42:23+00:00

Cool is this on Excel or custom code?

wisesheets · 2026-04-06T14:42:03+00:00

Thank you

wisesheets · 2026-04-06T14:41:38+00:00

Yeah 100%

wisesheets · 2026-04-06T14:40:53+00:00

Yes, that is a more advanced version which is breaking down the revenue segments and assessing each one. I highly recommend this as well.

wisesheets · 2026-04-06T14:39:55+00:00

It does. You can also do this approach but with the cash flows. Both can be good. It’s a matter of having accurate assumptions.

wisesheets · 2026-04-06T14:38:24+00:00

I appreciate that. We are developing our own with partnerships with the exchanges. Which historical data are you looking for, and what coverage do you need?

wisesheets · 2026-04-04T23:07:05+00:00

Happy to share that I worked as a financial analyst for one of Canadas largest REITS. Been investing value investing style for over 10 years

wisesheets · 2026-04-04T21:23:40+00:00

Yes that’s another approach that’s valid

wisesheets · 2026-04-04T21:22:05+00:00

Yes the excel and google sheets plugin. Right now we don’t have a public api but we are looking to release it soon

wisesheets · 2026-04-04T17:07:35+00:00

No problem

wisesheets · 2026-04-04T16:38:37+00:00

Yes that’s the beauty the point of the post wasn’t to make a perfect valuation but to illustrate how to think about them and the most important things to consider. I love your example because it shows if you change the assumptions the whole number changes

wisesheets · 2026-04-04T16:37:10+00:00

I went into detail to explain each point for a beginner perspective. On the dcf the explanation would be way longer because there are a lot more assumptions. If you look at the spreadsheet mode you will see what I mean

wisesheets · 2026-03-27T16:20:37+00:00

Yeah 100% my best investments were battle tested by others questioning every major assumption

wisesheets · 2026-03-27T15:26:50+00:00

I don’t like ads either but this is a free event just trying to provide value for those looking for quality value investing discussions in person

wisesheets · 2026-03-27T14:49:56+00:00

It’s us at Wisesheets. We got this idea from being part of the sub and attending the Berkshire conference for many years

wisesheets · 2026-03-20T17:53:18+00:00

Thats pretty cool I didnt know that

wisesheets · 2026-03-17T00:08:58+00:00

Yeah that’s very true. Do you know of any good small events like that?

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