Expert insights on stock market analysis, investment strategies, and Excel techniques for smarter investing.
Net cash stock screener excel - download a May 2026 MarketXLS template that ranks U.S. companies by total cash minus total debt, builds a quality score from ROE and free cash flow, sizes positions, and flags pass or review on a single dashboard.
Equity risk premium dashboard Excel - measure how much extra return stocks offer over the 10-year Treasury, run scenarios on rates and earnings, and translate the spread into a stock vs bond allocation.
Treasury bill ladder calculator excel - a premium dashboard-style template that prices 12 monthly rungs against the live U.S. Treasury curve, shows scenario yields under Fed cuts and hikes, and compares the ladder to CDs, money market funds, savings, I-bonds, and corporate bonds.
Interest coverage ratio screener excel - identify which S&P 500 names face refinancing risk in a higher-for-longer rate regime, with an Excel template that flags weak ICRs and stress-tests EBIT shocks.
GARP screener excel - rank S&P 500 names by growth quality and valuation discipline using PEG, ROIC, and 5-year EPS growth in one premium Excel dashboard.
Owner Earnings Calculator Excel - download a free May 2026 template that applies Warren Buffett's preferred valuation metric across a 20-stock quality watchlist with live MarketXLS formulas, a two-stage DCF, and a quality-screener overlay.
Shareholder yield dashboard excel - a premium-grade screener that combines dividend yield, net buyback yield, and net debt paydown yield into one composite for 27 large-cap S&P 500 names.
Earnings revision tracker excel - watch how Wall Street has shifted EPS estimates and 1-year price targets across 25 large-cap stocks over the last 7, 30, and 60 days, with a free MarketXLS template you can refresh live in Excel.
Dividend aristocrats dashboard excel - download a premium May 2026 tracker for S&P Dividend Aristocrats with KPI tiles, payout ratio screening, consecutive-increase streak tracking, sector heatmaps, an income reinvestment projection, and live MarketXLS formulas.
Berkshire Hathaway portfolio tracker Excel - track Warren Buffett's publicly disclosed equity holdings with live MarketXLS prices, ROE, debt-to-equity, dividend yield and a quality score, all in one Excel workbook for May 2026.
Forward earnings yield dashboard excel - download a premium Q2 2026 valuation screener that compares forward earnings yield against the 10-year Treasury, with KPI tiles, sector heatmaps, scenario analysis, and live MarketXLS formulas.
Jobs report tracker excel dashboard built with MarketXLS - track unemployment rate, NFP, JOLTS, initial claims, wages, and rate-curve reactions live for the May 2026 jobs print.
Sell in May strategy Excel template helps you compare a classic seasonal rotation against a defensive sleeve, hedges, and a stay-invested baseline using live MarketXLS formulas for May through October 2026.
Buyback yield screener excel - rank Q1 2026 repurchase leaders by buyback yield, total shareholder yield, and share-count change with live MarketXLS formulas.
REIT earnings tracker Excel for Q1 2026 - watch occupancy, FFO proxy, dividend coverage, and leverage across data center, industrial, residential, retail, healthcare, storage, tower, and gaming REITs in one live dashboard.
AI capex tracker excel helps you monitor hyperscaler and AI infrastructure spending against revenue, free cash flow, and operating margins through one Q1 2026 workbook with live MarketXLS formulas.
Discover how 2,500+ serious investors are saving 15+ hours every week with real-time market data directly in Excel.
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