An automated stock analysis tool, geared towards value investors developed with one goal in mind...
  • to make stock analysis faster
  • to make stock analysis easier for the average person
  • to make it affordable, because not everyone has thousands of dollars to spend on investment software.
                       *okay, maybe that was three goals

A HIGH QUALITY TOOL THAT WILL AUTOMATE THE INFORMATION GATHERING PROCESS...

  • Saving you hours of analysis time per stock.
  • Helping you conduct a thorough intrinsic value analysis using three different valuation methods
  • Providing the necessary data to help you avoid those overpriced "hot" stocks that'll end up burning you in the long run.

Stop depending on faceless analysts or blinding buying stocks

Perform your own deep value analysis

Maintain an archive of previous companies you've analyzed and use it for competitor comparison.

CONDUCT DEEP VALUE ANALYSIS QUICKLY AND ACCURATELY USING FCF, OWNER EARNINGS, FCFE, OR FCFF.

COMPARE THE COMPANY AGAINST THE INVESTING PRINCIPALS OUTLINED IN BENJAMIN GRAHAM'S FAMOUS BOOK, "THE INTELLIGENT INVESTOR."

KEY FEATURES OF THE YBI STOCK ANALYZER

  • The YBI Stock Analyzer is an Excel based algorithm, written using extensive VBA programming, that automatically imports raw financial data from multiple investment research websites including Morningstar, Yahoo Finance, ADVFN, and Google Finance, etc by just entering the stock ticker*.
  • The tool consolidates and displays 10 years’ worth of financial data.
  • Conducts all the necessary calculations you need to determine company profitability, efficiency, financial health, and most important of all Intrinsic Value.
  • Provides three intrinsic valuation methods: EPS Projection, Discounted Cash Flow, and Benjamin Graham.
  • Archives each analysis for future reference and competitor comparison.
  • Provides a Print to PDF button to quickly save all worksheets to a .pdf file.

*I am not affiliated with any of the investment websites that the tool sources the data from.

FREQUENTLY ASKED QUESTIONS

See full set of FAQ's
What Versions of Windows/Excel with this work on?
The analysis tool has been tested on Windows Vista, 7, 8.1 and 10, with Excel 2007 and 2013. No compatibility issues were found. However you must be able to enable Macros. The free/starter versions of Excel that don't allow Macros will not work.
How accurate is the data?
The spreadsheet connects to the well respected Morningstar website. The data is as accurate as you'd find browsing through their direct website.
How many years of data does it display?
If you have a Morningstar.com account, you can use the tool to Login and it'll display a full 10 years of data and the previous 5 quarters. If you don't have an account, that's okay, you'll still see the last 5 years of data and the previous 5 quarters.
Does it work on all stocks?
The tool will only work for US listed stocks. In addition, not all types of stocks display the same data, therefore not every calculation will work for every stock. For example, financial stocks will not work as well because their financial statements are significantly different than others.
What subscriptions do I need to use the tool?
There are no outside subscriptions required to run the tool. One low price will get you this tool, and all future budgeting/investing tools developed for this website.
What is your refund policy?
Purchasers will receive a full refund if they cancel within 14 days. This tool is priced to essentially cover development/maintenance costs, not to get rich. I will make every effort possible to satisfy customers and work with you regarding tool technical support.

Start Saving Time and Finding Investment Opportunities!

Tool temporarily unavailable while the final updates are verified and validated. The new version of the tool will give everyone 10 years worth of historical data! Join my email list to be contacted when the new tool becomes available.