Investment Research Template — Google Sheets

The ultimate Investment Research Template for retail investors — Google Sheets format. Stop wasting hours manually compiling stock data. This pre-built spreadsheet automates your financial analysis with 12 formulas for P/E, ROE, debt/equity, FCF yield, and more. Track 20 stocks simultaneously with color-coded alerts. Perfect for value investing, dividend stock screening, and portfolio analysis. Use it with Google Sheets or Excel. Includes: DCF valuation model, dividend discount model, Piotroski F-Score checklist, and sector comparison dashboard. Built for independent traders and small family offices. Save 5 hours per research session. Instant download — works in any browser.

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