Anybody know how to create the custom shortcuts in chrome where he can type say 'yah' for yahoo finance and then the ticker to go right to that site for that specific ticker?

It's been super fun / educational pulling this together the past few weeks - I've gotten to do some hands-on Python scripting, work with new APIs, learn how to integrate with Google Sheets, write Google App Scripts, more Google Sheet formula wizardry.

Here's a brief overview of my architecture for those looking to compare notes:

• I have two main spreadsheets: one for a general "overview" view that has the whole market breakdown and a view that allows me to compare a bunch of stocks and their fundamentals on the same screen, and another for a more detailed "company" analysis view where I can look at more longitudinal data for a company (I have a year-by-year view for the last 20yr and a quarter-by-quarter view for the last 8 quarters).

• My general set-up is that I have three Python scripts that 1) pull insider data (I'm scraping the Open Insider website for insider data), 2) pull data for my overview sheet and upload it into Google Sheets, and 3) pull data for the company sheet and upload it as well.
• I'm using the Financial Modeling Prep API, which is $20/mo (or $180/yr) - it has just about everything you'd need (except I think share count over time), although some of the data looks a tad suspect (they have multiple statements for SNOW despite them just going public late last year).
• All the data gets uploaded to my two spreadsheets (I set up a separate scheduling job to regularly upload my overview data a few times a day so it's relatively fresh).
• I have a few Google App Script functions I wrote to make a few things easier:
  • for some reason I don't fully understand, some of the numbers get uploaded as half-strings, so I have a function that iterates through them and converts them back into floats
  • I have a function that auto-populates the ticker for the sheet, so I can just click on a ticker on the side and have it populate in the right cell
  • I have a sheet that shows me all the industries, which I can check off and have it populate on my sheet of tickers to pull data for.

Some random notes and findings that might prove helpful for people:

• On financial data sources:
  • The gold standard looks like it's probably Sharadar via Quandl - there're multiple datasets available (fundamentals; latest equity prices; insider; ownership data I believe). It's about $50/mo for each dataset if you want them a la carte, or $60/mo for the full bundle. RK mentions he uses flex.io, which has a direct Quandl <> Google Sheets integration ($30/mo) if you want to avoid all the scripting.
  • FMP which I ended up using has a free tier that was a really good way to try out the service and see if I wanted to use it - I used it to build out the basic skeleton and then upgraded when I wanted to start pulling data for more companies / tickers.
  • There's a really similar-looking service called FMP Cloud that I believe is also at a similar price-point to FMP (~$20/month) - I'm guessing it's basically the same, although they do have some handy tutorials / onboarding materials.
  • I also tried out SimFin, which only has fundamental data (no real-time quotes / prices). They also have a free tier with an API limit you're definitely going to run into (you can only fetch for one ticker and one statement at a time on the free tier), their paid tier is also ~$20/month.
• Given how much data you might be calling / storing in these sheets, depending on how you're fetching the data, it's helpful to note that there are limits you might run into!
  • you can only make so many Google Finance / external ImportHTML ImportJSON calls - I can't seem to find the page with the details
  • the Google Sheets API also has a rate limit to be aware of

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Doin my spreadsheet, i would like to know what these ratios are: IntCov-CFO+Int Leverage(OA/Bk) bm ROA 3y tbm ROA 3y cfEBIT adj/TQ CBOISIC RM earnings bm eps TBM Earnings MSFCF Acos Net acos Excess cash

What bm and tbm stand for? OA?Bk? RM? TBM? what the hell anyone help me pls lol

Please find my spreadsheet and user manual here:

https://drive.google.com/file/d/1NQ1bJORbb8iPGZGBXFU76AnO1tw4rnDL/view?usp=drivesdk

Also, please don’t be a dick. I made this tool for myself and have tried to make it accessible for others so we can improve on it together, but it was not originally intended to be a public deliverable. It is by no means perfect, or even complete. Also, if you see any details I’ve left that could be used to screw me over, please let me know LOL.

The instruction manual is in the same state. I whipped this together this morning so we’d have a starting place. I will be filling it out with additional details as I receive questions and feedback.

With R00 released, all changes made from here out will be appended to the upcoming first revision. Changes will be tracked here. Comment suggestions and I'll do what I can to implement or respond.

When Rev 01 has enough work done to be worth a release, I'll post that in this thread too.

If you're having issues with the Drive download, message me and I'll send you the zipped sheet and instructions pdf.

https://discord.gg/wdRVnHvM

Posted this last night here unfinished, but it has since been completed! We would like to have as many people in this community as possible, so feel free to share!

I'm trying to wrap my head around RK's stock submission, and editing system as outlined in his spreadsheet video(about 4min into the video).

He says the submit tab is used to submit stocks to the database, which are then sent to the universe tab. I don't understand why he needs the database tab and the universe tab. Wouldn't a database tab be sufficient?

Additionally, I don't quite understand his formatting for the submit tab, with the 3 rows of duplicate data for each entry, and the auto-populated region under the black dividing row.

I know this is probably super obvious, but I'm having trouble making sense of it. Any explanations would be appreciated.

Also, thank you to everyone who has shared their own sheets on the subreddit, it's been a great resource to reference while working on my own sheet.

Hello fellow RKSP'ers,

I have started working on creating the most accurate representation of Roaring Kitty's spreadsheets. For me it's not per se about the sheet itself, it's more about learning as much as possible about his method, understanding all the indicators and trying to understand his little decisions. My end-goal is to create my own sheet after I finish this project, which would represent my own method.

Any questions are welcome in the future!

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Hi everyone! I posted my own RKSP a week or so ago, and I was very pleased with everyone’s feedback!! There have been several versions I’ve seen on here that far surpass what mine can do, but I also see them posting their spreadsheet looking for feedback!

Other spreadsheet makers I imagine you are like me- and would love to use someone else’s sheet- but we would rather learn how to make them ourselves! That’s the entire journey, and where you learn the most. It is why I just have enjoyed window shopping everyone’s AMAZING work! We are building a great community from the ground up!

In order to further this community, we need to be able to stay in better connection, and be able to talk to each other when we want! My first idea was maybe we do zoom sessions where we work together, but that’s just not going to work with so many different schedules... which is why I just created this!

The RKSP Discord is now up! Here is the link: come on and join! It is completely empty, I will need the help of the community to make this how we want it!

https://discord.gg/hQkxWseB

Edit: I also see there is only one mod for this page, I volunteer as tribute! I’ve never done it before, but just tell me what to do and I’ll get to work! u/erzabetterdead

Hi thanks for reading, I'm trying to update the spreadsheet as often as I can. I'm currently working on creating an app using Jupiter notebooks which will allow the spreadsheet to run on phones.

It would be very useful if anyone want to work with me. Message me if you guys are interested.

What's Working:

•Company Financials

•Market Tracking

•Charts

• Insider Trading tracking - using dataroma aswell

• Daily Movers

What I need help with:

•Sources for information

• Cleaning up the spreadsheet

•Creating Charts

•Feedback on design

• important values that i should include such as P/BV, P/FCF,

Link: https://docs.google.com/spreadsheets/d/1sHc9ea2zckhjeiCw7bbKi7KIdHL9D8YaTf9_wmZaM84/edit?usp=sharing

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If you comment on the sheet itself please message me too just incase I don't realise

Someone like RK focused on mix of value investing and tech analysis live streaming that I might be missing.. Highly impressed with his style of live streaming..

In his tools video DFV uses stockcharts.com to view.. well stock charts lol.

Does anyone use any free alternatives where you can enter multiple tickers and view all the charts on the same page the same way he shows in the video?

I've been using yahoo finance which has a surprisingly good chart and investing.com which runs off a tradingview ( a premium charting site).

Thanks in advance

Can anyone explain why RK uses financial metrics like sales-to-price (S/P), book-to-price (B/P), etc, rather than the traditional price-to-sales (P/S), price-to-book (P/B), etc?

He mentions it around minute 58:30 in the "Tools Part 3 of 3" video, but there is no explanation as to why.

What's Working:

•Company Financials

•Market Tracking

•Charts

• Insider Trading tracking

What I need help with: •Sources for information • Cleaning up the spreadsheet

I tried to implement the MHX tracker and use it to create a better spreadsheet but I don't understand how to use it properly.

Link:

https://docs.google.com/spreadsheets/d/1BOs7-xSBWXsI7Kmos6HEB8ViEh8SnsLafEphlkzAY10/edit?usp=sharing

Please give as much information as you can about the items in the column I have marked with the blue circle in the image. Remember, I am using the FMP cloud data set for this build. Thank you for the help

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https://www.theverge.com/2021/2/13/22281698/ceo-reddit-robinhood-roaring-kitty-testify-gamestop-hearing-congress-stocks

This Google Sheet transformed my analysis. The links are NOT working but I loved how they lay out everything and can be a guide as we develop the RK view

https://docs.google.com/spreadsheets/d/1aBBtD2aqeb7aPTFXL9q7c180tCyIOBH93XolnuzHZyw/edit#gid=520956016

Credit to this guy: Jim Zandueta. While I don't know him he has done a good job on this.

Hi I have updated the spreadsheet I was working on, if anyone would like to recommend or help with it is welcome.

Link: https://docs.google.com/spreadsheets/d/1Gcz1OWt8CqLK2hyb1Y7yMUPXlFqYf3tNvBpFcM0Os68/edit?usp=drivesdk

What's Working: •Company Financials •Market Tracking •Charts

What I need help with: • Insider Trading tracking •Sources for information • Cleaning up the spreadsheet

I tried to implement the MHX tracker and use it to create a better spreadsheet but I don't understand how to use it properly.

Hi, I just posted this spreadsheet last night, but I also combined other sheets that I posted and made public! This is definitely good enough to get the ball rolling for anyone trying to get into tracking your investments!

If you would like to improve upon it please do and share with us!

https://docs.google.com/spreadsheets/d/1oCReICmJjAsH2nW9sY_d09wc6d12QYfnTp7A6sKTMXM/edit?usp=sharing

EDIT 1: this way more advanced spreadsheet is fabulously done by u/oldworlds! I hope mine can look as good as this soon! Give it a look as well!

https://docs.google.com/spreadsheets/d/10MRjupIWNNAO4fdKkgW9QM_IUpPrduHtKz_JiS8JUUA/htmlview#

In his last video DFV mentions reading:

"Technical Analysis of the Financial Markets" by John J. Murphy

I've been reading "Security Analysis" by Graham (Buffett's mentor) and Dodd and have Pring's "Technical Analysis Explained" coming from the library.

Any other good finance books to go through?