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Spreadsheets and calculators

Created:
2 May 2007
Updated:
27 January 2008
Written by:
Investors Chronicle writers

Here you''ll find many of the spreadsheets, calculators and other plug-ins that IC writers have created to help you choose and manage your own investments

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• What's hot and what's not: our tips matrix shows every stock we currently rate as an outright buy or an outright sell. It's updated every Friday. Click here to download, in MS Excel format.

• Adjustment factors: Preparing your tax return? Use our adjustment factors table to recalculate your portfolio or spreadsheet to take account of capital actions like rights issues or share consolidations. It covers every capital action this tax year and is available, along with more help, here.

• Be your own forecaster: Our economics writer, Chris Dillow, is of the view that stock picking as practised by many investors, and almost all fund managers, is flawed and that the judgment they exercise is clouded by all sorts of subjective and emotional biases. He believes investors would be better off looking at the facts - in particular, how asset prices behave with regard to each other and to broader macroeconomic conditions.

You can read more of Chris's articles on the columnists and markets pages. And by using the spreadsheets below, all of which are in Microsoft Excel format, you can put theory into practice yourself. These include:

FTSE100 forecasting tool - plug in your own macroeconomic assumptions and see where they take the UK's leading share index.

Small cap forecasting tool - you might think that small cap share prices are a law unto themselves, but macroeconomic variables influence people's appetite for risk, a key determinant of whether they invest in small cap stocks.

Defensive stocks model - if you'd rather be safe than sorry, then use this model to see how defensive dullards like utilities and food producers behave under a range of macroeconomic conditions

Gilt yields model - safer still is the borrower who'll never default. See how gilts react to changes in the economy using this model.

• Value companies effectively: Like Doctor Who or James Bond, many people have played the part of ' Mr Bearbull' since the column was introduced into Investors Chronicle in the 1950s. But the philosophy has always been the same - to help private investors run their own portfolios by running a fully authenticated equivalent in the magazine. The current Mr Bearbull has been at the helm since 1998.

You can put some of his advice into practice by downloading either, or both, of the following:

Mr Bearbull's key questions - don't buy shares in a company until you've asked these key questions. (PDF)

Dividend discount model - the tool Mr Bearbull uses for crunching the numbers and arriving at a realistic valuation for a company's business (Excel). This is a similar approach to that used by the legendary Warren Buffett, although we can't promise you the same results!

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