Stock analysis templates & tools
for value investors
Stop staring at a blank spreadsheet. These ready-to-use templates run you through Benjamin Graham's framework — so you analyze stocks faster, skip the guesswork, and make decisions based on data.
✓ Instant download · ✓ 30-day money-back guarantee · ✓ Works in Google Sheets & Excel
The Tools
Everything you need to analyze dividend stocks like a value investor.
Stock Screener Checklist
A 20-point checklist for evaluating any dividend stock using Benjamin Graham's proven value investing framework.
Best for: Use before every stock purchase to ensure you never skip due diligence.
- ✓20-point screening system covering valuation & dividends
- ✓Key formulas: P/E, Graham Number, payout ratio, PEG
- ✓Red flag checklist — know when to walk away
- ✓Final scorecard: Hard Pass → Strong Candidate
PDF · 4 pages · Print-friendly
Download Free →Graham Number Cheat Sheet
Master Warren Buffett's favorite valuation formula with this concise reference guide — every formula, every benchmark, print-ready.
Best for: Keep it open while analyzing stocks to calculate fair value in seconds.
- ✓Graham Number formula with worked examples
- ✓Margin of safety calculation & benchmarks
- ✓Intrinsic value quick reference table
- ✓Common valuation ratios at a glance
PDF · Print-ready
Download Free →Value Investor Reference Card
Every formula, every benchmark, every red flag — all on two printable pages you can pin to your wall or fold into your wallet.
Best for: Use as a quick reference during stock research — no more Googling "what's a good P/E for utilities?"
- ✓P/E benchmarks by sector (tech vs. utilities vs. REITs)
- ✓Safe payout ratios by industry
- ✓12 instant red flags that mean "walk away"
- ✓5-step decision flowchart for any stock
PDF · 2 pages · Front/back design
Get for $4.99 →Dividend Portfolio Tracker
A Google Sheets / Excel template that evaluates any dividend stock in 10 minutes using Graham's value investing framework.
Best for: Analyze new stock picks and track your income portfolio — all in one place.
- ✓Pre-built columns for P/E, Graham Value, margin of safety
- ✓10 example stocks pre-analyzed (JNJ, KO, PFE, T, O...)
- ✓Automatic Graham Value & payout ratio calculations
- ✓Monthly income calendar — see which stocks pay when
CSV · Works in Google Sheets, Excel, LibreOffice
Get for $7.99 →Value Investor's Starter Kit
A complete beginner's kit with checklists, scorecards, and frameworks for applying Benjamin Graham's value investing method from day one.
Best for: Start here if you're new to value investing and want a structured system that works.
- ✓Complete value investing framework for beginners
- ✓Checklists + scorecards + analysis templates
- ✓Step-by-step guide to applying Graham's method
- ✓Everything you need to evaluate your first stock
PDF + Templates bundle
Get the Starter Kit →Why these templates?
There are a million stock analysis tools out there. Here's why these are different.
Save 2+ hours per stock
Pre-built formulas and checklists eliminate the "where do I even start?" paralysis. Open the template, fill in the numbers, get an answer.
Real frameworks, not opinions
Every tool is built on Benjamin Graham's value investing methodology — the same framework that shaped Warren Buffett. Not hot takes. Not speculation.
Avoid expensive mistakes
The checklist catches the red flags that gut instinct misses. Buying a dividend trap because the yield looked good? This prevents that.
No finance degree required
Every formula is explained in plain English. Every metric has a benchmark. You'll know exactly what good looks like — and what to avoid.
One-time purchase, use forever
No subscriptions. No recurring fees. Pay once, download, and use every time you research a stock. That's it.
Works in any spreadsheet app
Google Sheets, Microsoft Excel, LibreOffice, Apple Numbers — the templates open everywhere. No special software needed.
Frequently Asked Questions
Everything you need to know before downloading.
Are these Excel files or Google Sheets?
The spreadsheet templates are delivered as CSV files that open in any spreadsheet app — Google Sheets, Microsoft Excel, LibreOffice Calc, Apple Numbers, or any app that reads CSV format. Full import instructions are included. The reference guides and checklists are PDF files.
Can I use these alongside my brokerage account?
Absolutely. These templates are designed to complement any brokerage — Fidelity, Schwab, Vanguard, IBKR, or any other. You pull the numbers from your brokerage's research page (or any financial data site), enter them into the template, and get your analysis. No account integration required.
What's the refund policy?
All paid products come with a 30-day money-back guarantee through Gumroad. If you're not satisfied for any reason, contact support and you'll get a full refund — no questions asked. The free products are, well, free.
Do I need to know value investing already?
No prior knowledge needed. Each template includes a complete instructions guide with definitions for every metric, where to find the data, and how to interpret the results. The Starter Kit is specifically designed for beginners. If you've never heard of the Graham Number before, that's totally fine — it's explained inside.
Start analyzing stocks like a pro
The checklist is free. The spreadsheet is $7.99. The reference card is $4.99. All together, less than a monthly streaming subscription — and they'll help you make better investment decisions for the rest of your investing life.
Instant download · 30-day money-back guarantee · No subscription required
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