How to Build an Investment Research Checklist in Google Sheets
Every serious retail investor needs a structured process. I used to have 10 different spreadsheets for: valuation ratios, DCF models, comparable analysis, qualitative checks — it was chaos.
So I built one integrated Investment Research Checklist in Google Sheets that combines everything in a single file.
The 5 Essential Tabs
1. Company Overview
Track ticker, sector, market cap, 52-week range. Start with a watchlist of 10-20 stocks.
2. Quantitative Screen
Pre-load 13 key ratios: P/E, Forward P/E, PEG, Debt-to-Equity, ROE, ROA, Profit Margin, Revenue Growth, EPS Growth, Dividend Yield.
Add an auto-scoring column that flags BUY ZONE, WATCH, or AVOID based on your thresholds.
3. DCF Valuation Model
Build a 6-year projected cash flow model with terminal value and discount rate. Calculate intrinsic value per share and margin of safety. This alone saves 45 minutes per stock.
4. Comparable Company Analysis (Comps)
Auto-calculate average and median P/E, EV/EBITDA, and growth rates for your peer group. Flag outliers with z-scores.
5. Qualitative Checklist
10 Yes/No questions covering moat, management, capital allocation, and insider holdings. Auto-score converts to a percentage.
Final Ranking
Weight each component (40% quant, 30% DCF, 20% comps, 10% qual) and get an instant Buy/Hold/Sell rating.
I've made the complete template available as an immediately-usable Google Sheets file. Grab it here if you want to skip the build: MicroTools Studio on Gumroad
Happy analyzing!
Tags: googlesheets, excel, finance, investing, valuation
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