FinUtils
Welcome to FinUtils, a collection of easy to use tools for all things finance. I also write the Notes From The Admin blog. Feel free to email me at admin@finutils.com if you have any questions or comments.
Tools
- Macro View - A quick and easy way to compare charts for various macroeconomic quantities.
- SQL Screener - A flexible stock screener where you can use your own custom SQL query to find exactly what you're looking for.
- Graham Calculator - A tool to help you calculate the EPS growth rate implied by a stock's P/E ratio according to Benjamin Graham's formula.
- Constant Near-term Growth Model - A tool to help you price a stock given a near-term growth rate, a terminal year, a terminal growth rate, and the discount rate.
Notes From The Admin
- 2018-01-30 - The Investment Checklist: I’m a big fan of checklisting. It helps you make sure you’ve covered your bases before you make a big decision. Plus, when you make a mistake you can always add it to your checklist to avoid making similar mistakes in future. I use lists of questions before I make investments, but before I jump into the specifics of the lists, I should first touch on what kinds of investments I try to make....
- 2018-01-05 - Easier Factor Screening with RANK BY: Factor models are how academics explain both the returns and risks involved in stock portfolios. They are also standard fair in quantitative investing strategies. I recently added a feature to the SQL Screener which makes factor-based screening and ranking much easier, but before we dive into the mechanics, let’s take tour of how factor models work....
- 2017-10-20 - P/E Ratios And Expectations: The price-earnings, or P/E, ratio is one of the first things investors consider when looking at a stock. They tend to have rules of thumb like: having a P/E ratio below 15 makes a stock "cheap". But, where does that notion come from? More importantly, how do these numbers relate to what we know about intrinsic valuation? We have the Benjamin Graham formula that helps relate the P/E ratio to expected growth, but let's see what we can derive from the basics of valuation....
- 2017-09-01 - The Tricky Business of Valuation: In this first post I’d like to discuss something core to investing: valuation. Usually it takes a book's-worth to cover the topic, so I'll just touch on it on a more philosophical level in this whirlwind tour....
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