Spreadsheet Discipline: Building Your Investor Research Engine
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Spreadsheet Discipline: Building Your Investor Research Engine
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This episode provides a comprehensive, step-by-step guide for novice investors seeking to build a disciplined stock tracking system using readily available technology. This methodology begins by utilizing a basic Excel spreadsheet where users are instructed to choose and monitor a small selection of 5–10 core financial indicators pulled from public finance sources. To foster diversification, the strategy mandates the creation of a watchlist comprising approximately ten stocks from each of the four market capitalization groups: Small, Mid, Large, and Mega caps. The core function of this spreadsheet is to serve as a personal research engine, providing structure for tracking trends, comparing company metrics, and identifying potential buying opportunities. Although the process starts small, the materials recommend eventually upgrading to Google Sheets to leverage its capabilities for automated data retrieval and enhanced analysis. Happy Investing!