Health Check For Your Holdings

Dileepa

Dileepa

Senior Manager - Equity Analytics

Posts : 346
Join date : 2011-03-21

This is a simple tool to check the fundamental value of your counters.
This will fetch data from Financial Times(need internet access) and
rank the counters based on several parameters and CSE norms.

Download the tool here:
http://www.mediafire.com/view/utfewtjjpv608j2/HealthCheck_3_0_0.xlsm
1. Select the counter in C2 (Yellow cell)
2. Click on "Fetch Financials"

I - Health Check For Your Holdings - Page 2 Rating10

I - Health Check For Your Holdings - Page 2 Rating10

Originally this was developed to keep me away from troubles.
Although I'm still testing the ranking parameters,
easy access to important data will be helpful to many.
#I usually pick counters which score over 60 and avoid which are bellow 40.
This may not work on some counters.
Let me know if you have difficulties getting it to work.

Cheers..

Tue Nov 26, 2013 8:54 pm by sriranga · Tue Nov 26, 2013 8:54 pm by sriranga

Great.Thanks Dileepa, really valuable. Appreciate your commitment and effort.

Tue Nov 26, 2013 9:02 pm by Backstage · Tue Nov 26, 2013 9:02 pm by Backstage

Thanks Dileepa, you, Hunter and Kalum are adding some much needed freshness to the forum. Much appreciated.

Wed Nov 27, 2013 11:19 am by kalum · Wed Nov 27, 2013 11:19 am by kalum

Thanks Dileepa,

This is a brief input of my findings.

I have gone though shares randomly and some of them reflect wrong values.
ex: LMF,KAHA

How ever some shares work perfect.
(based on 2013 audited annual report), Im not sure how to calculate TTM values, but they seems ok when consider the past figures of financial reports.
ex: ALLI,ASIR, etc:

As i have mentioned, it is awesome effort, and i highly appreciate your effort. please keep it up!

Wed Nov 27, 2013 11:29 am by kalum · Wed Nov 27, 2013 11:29 am by kalum

Backstage wrote:Thanks Dileepa, you, Hunter and Kalum are adding some much needed freshness to the forum. Much appreciated.

Thanks Backstage. It's a pleasure if i could help someway to this forum.
But i honestly think my contribution to the forum is less significant compared to the effort of this forums admins and moderators and senior members. Smile

Wed Nov 27, 2013 12:32 pm by K.Haputantri · Wed Nov 27, 2013 12:32 pm by K.Haputantri

Fantastic Dileepa!!!
No more research, no more reading of lengthy financial reports spending valuable hours. ?Will it make us lazy couch potetos. Any way, you are an asset to the forum. Continue the Good work bro. I know you can do much more and we support your yomen service. cheers

Wed Nov 27, 2013 2:46 pm by chap · Wed Nov 27, 2013 2:46 pm by chap

Wed Nov 27, 2013 5:59 pm by Dileepa · Wed Nov 27, 2013 5:59 pm by Dileepa

chap wrote:

Dileepa wrote:
Download the new version here　↓
http://www.mediafire.com/download/nvv3l9au7w2ri3m/

4. You should enable macros from Trust Center settings for it to work.

Wed Nov 27, 2013 6:31 pm by Dileepa · Wed Nov 27, 2013 6:31 pm by Dileepa

K.Haputantri wrote:Fantastic Dileepa!!!
No more research, no more reading of lengthy financial reports spending valuable hours. ?

That is exactly what I wanted to do study

It is very difficult to find valuable counters in CSE.
There is no stock screener in CSE.
A proper screener should be able to filter out any of the following combinations.

Hoping to release a full screener for CSE soon.
There are couple of issues to be sorted out first.

Cheers...

Wed Nov 27, 2013 9:48 pm by **nihal123** · Wed Nov 27, 2013 9:48 pm by **nihal123**

Thanks Dileepa.
It is very useful.
bounce

Wed Nov 27, 2013 11:04 pm by chap · Wed Nov 27, 2013 11:04 pm by chap

Dileepa wrote:

chap wrote:

Dileepa wrote:
Download the new version here　↓
http://www.mediafire.com/download/nvv3l9au7w2ri3m/

4. You should enable macros from Trust Center settings for it to work.

Now Working..TFS. Very Happy

Thu Nov 28, 2013 8:32 am by gamakak · Thu Nov 28, 2013 8:32 am by gamakak

thank you

Thu Nov 28, 2013 4:04 pm by Mahawawtta · Thu Nov 28, 2013 4:04 pm by Mahawawtta

still i cant use this remarkable:cry: system.

Fri Nov 29, 2013 8:24 am by **nihal123** · Fri Nov 29, 2013 8:24 am by **nihal123**

Dileepa
In the counter cell has CIC N. where is CIC X ?
Question

Sun Dec 01, 2013 1:34 pm by Dileepa · Sun Dec 01, 2013 1:34 pm by Dileepa

>Mahawawtta
If you could be bit more specific, may be somebody will be able to help you.

>nihal123
Thank you for asking the question. I haven't really thought about it.
Just check the data base. I thought X, R and W are not available.
But that data is actually there.
Will make the necessary modification and post here later.
That will take some time though.
#Bit busy with share screener and some other business plans Smile

Sun Dec 01, 2013 2:14 pm by **nihal123** · Sun Dec 01, 2013 2:14 pm by **nihal123**

Thanks Dileepa.
Very Happy

Sun Dec 01, 2013 2:42 pm by seek · Sun Dec 01, 2013 2:42 pm by seek

Thanx Dileepa. Waiting for ur Screener as well.

Mon Dec 02, 2013 8:33 pm by **nihal123** · Mon Dec 02, 2013 8:33 pm by **nihal123**

Dear Dileepa
This 52 week low shares on 02/12/ 2013 as your tool

AHUN 63.10 - - 60 %
ASHO 1301.00 - - 68%
BUKI 625.00 - - 56%
CIC N 48.00 - - 9%
CIC X 32.00 - - 0%
GLAS 4.30 - - 85%
KOTA 36.00 - - 37%
LECM 6.40 - - 0%
MPRH 18.00 - - 55%
PMB 10.90 - - 0%
RAL 3.60 - - 34%
SLND 1100.00 - - 17%
SPRN 106.00 - - 50%
TSML 35.00 - - 26%

Mon Dec 30, 2013 8:02 am by PROPRITER · Mon Dec 30, 2013 8:02 am by PROPRITER

I checked with JINS, Dividends data is wrong. it shuold be Rs.1 right?

Mon Dec 30, 2013 8:23 am by smallville · Mon Dec 30, 2013 8:23 am by smallville

Mahawawtta wrote:still i cant use this remarkable:cry: system.

This is working for most of us. If u can elaborate your problem in detail, perhaps with some screen shots, we can help you out..

Mon Dec 30, 2013 2:32 pm by K.Haputantri · Mon Dec 30, 2013 2:32 pm by K.Haputantri

smallville wrote:

Mahawawtta wrote:still i cant use this remarkable:cry: system.

This is working for most of us. If u can elaborate your problem in detail, perhaps with some screen shots, we can help you out..

It works for me. As small said explain your issue in details. There will be some one to help.

Thu Jan 02, 2014 8:59 am by Dileepa · Thu Jan 02, 2014 8:59 am by Dileepa

Did some modifications. Download the latest version here.
http://www.mediafire.com/view/fgyg5p72btdf11s/HealthCheck_4_0_0.xlsm
Added 5 year average dividend in to rating criteria.
This is because current dividend yield was giving unusual results for some counters.

Thu Jan 02, 2014 9:28 am by Dileepa · Thu Jan 02, 2014 9:28 am by Dileepa

PROPRITER wrote:I checked with JINS, Dividends data is wrong. it shuold be Rs.1 right?

I also noted the problem. Issue is with financial times DB.
http://markets.ft.com/research/Markets/Tearsheets/Summary?s=JINS.N0000:CSE
Dividend data is not there

Thu Jan 02, 2014 12:37 pm by janakatk · Thu Jan 02, 2014 12:37 pm by janakatk

Thanks bro.. really useful, i am rocking...

Fri Jan 03, 2014 10:56 am by PROPRITER · Fri Jan 03, 2014 10:56 am by PROPRITER

Dileepa wrote:

PROPRITER wrote:I checked with JINS, Dividends data is wrong. it shuold be Rs.1 right?

I also noted the problem. Issue is with financial times DB.
http://markets.ft.com/research/Markets/Tearsheets/Summary?s=JINS.N0000:CSE
Dividend data is not there

If we substitute the JINS dividend, I believe we can categorize JINS under safe & positive counters.

Sat Feb 08, 2014 10:44 pm by **KDDND** · Sat Feb 08, 2014 10:44 pm by **KDDND**

Dileepaaaaaaaaaaaaaaaaaaaaaaaaaa.....!!!!
Wowwwww....What maxxaaaa...WORKS!

BRILLIANT.....!!!

You know how I feel.....
I have blindly trade in CSE so far......!!!
So many things to know.....
You make it SIMPLE and QUICK to .....!!!
Hard to believe Still!!
Thank you BIG BROTHER!

Tue Mar 25, 2014 11:26 pm by lux2014 · Tue Mar 25, 2014 11:26 pm by lux2014

Dileepa,

Dear Sir, thanks so much for this tool. I have been trying out your CSE Screener. Now I'm onto this.
Very Happy

Thanks again.

Wed Mar 26, 2014 9:39 am by sew · Wed Mar 26, 2014 9:39 am by sew

Dileepa wrote:Did some modifications. Download the latest version here.
http://www.mediafire.com/view/fgyg5p72btdf11s/HealthCheck_4_0_0.xlsm
Added 5 year average dividend in to rating criteria.
This is because current dividend yield was giving unusual results for some counters.

This does not work for me,
http://www.mediafire.com/download/nvv3l9au7w2ri3m/HealthCheck_3_1_0.xlsm

but this does,
http://www.mediafire.com/download/nvv3l9au7w2ri3m/HealthCheck_3_1_0.xlsm

Sat May 30, 2015 11:31 pm by bullseye · Sat May 30, 2015 11:31 pm by bullseye

i downloaded this, but its not working!!

Fri Oct 02, 2015 2:04 am by bullseye · Fri Oct 02, 2015 2:04 am by bullseye

Dileepa wrote:This is a simple tool to check the fundamental value of your counters.
This will fetch data from Financial Times(need internet access) and
rank the counters based on several parameters and CSE norms.

Download the tool here:
http://www.mediafire.com/view/utfewtjjpv608j2/HealthCheck_3_0_0.xlsm
1. Select the counter in C2 (Yellow cell)
2. Click on "Fetch Financials"

Originally this was developed to keep me away from troubles.
Although I'm still testing the ranking parameters,
easy access to important data will be helpful to many.
#I usually pick counters which score over 60 and avoid which are bellow 40.
This may not work on some counters.
Let me know if you have difficulties getting it to work.

Cheers..

Great work mr.dileepa

i followed macro class but couldnt understand the coding etc...

can you pleas explain for what we can use these data (which are shown in the excel sheet)

for an example, RATING say 45 for company BLI. what does that mean? and also are alll the financial fetched informations upto date??

please explain your KPIs which is mentioned in your exel & also how we can use these data for decision making??

PLEASE EXPLAIN SIR!! EAGERLY WAITING TO LEARN!!

Fri Oct 02, 2015 2:09 am by bullseye · Fri Oct 02, 2015 2:09 am by bullseye

Dileepa wrote:This is a simple tool to check the fundamental value of your counters.
This will fetch data from Financial Times(need internet access) and
rank the counters based on several parameters and CSE norms.

Download the tool here:
http://www.mediafire.com/view/utfewtjjpv608j2/HealthCheck_3_0_0.xlsm
1. Select the counter in C2 (Yellow cell)
2. Click on "Fetch Financials"

Originally this was developed to keep me away from troubles.
Although I'm still testing the ranking parameters,
easy access to important data will be helpful to many.
#I usually pick counters which score over 60 and avoid which are bellow 40.
This may not work on some counters.
Let me know if you have difficulties getting it to work.

Cheers..

Great work mr.dileepa

i followed macro class but couldnt understand the coding etc...

can you pleas explain for what we can use these data (which are shown in the excel sheet)

for an example, RATING say 45 for company BLI. what does that mean? and also are alll the financial fetched informations upto date??

please explain your KPIs which is mentioned in your exel & also how we can use these data for decision making??

PLEASE EXPLAIN SIR!! EAGERLY WAITING TO LEARN!!