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"

Health Check For Your Holdings - Page 3 Rating10

Health Check For Your Holdings - Page 3 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..

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!!

Fri Oct 02, 2015 7:41 am by EquityChamp · Fri Oct 02, 2015 7:41 am by EquityChamp

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.

Hi Dileepa,
At what frequency this sheet get updated. I mean are we need to download it when ever we want to use it or one time download is enough.

On the other hand what is the meaning of 'Rating'. When it is going high what would that mean?

Fri Oct 02, 2015 1:08 pm by bullseye · Fri Oct 02, 2015 1:08 pm by bullseye

EquityChamp wrote:

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.

Hi Dileepa,
At what frequency this sheet get updated. I mean are we need to download it when ever we want to use it or one time download is enough.

On the other hand what is the meaning of 'Rating'. When it is going high what would that mean?

its only one time download & u need internet access to fetch data.

but the data is not exactly accurate but very helpful

Fri Oct 02, 2015 2:27 pm by EquityChamp · Fri Oct 02, 2015 2:27 pm by EquityChamp

Seems that new company data such as SFL is not captured here.

Fri Oct 02, 2015 4:32 pm by EquityChamp · Fri Oct 02, 2015 4:32 pm by EquityChamp

EquityChamp wrote:Seems that new company data such as SFL is not captured here.

Any idea.

Fri Oct 02, 2015 6:08 pm by dimuthubasd · Fri Oct 02, 2015 6:08 pm by dimuthubasd

wow nice work. but the rating for poultry trio (bfl/tafl/gran) is disappointing. we know they will rock in the future. but based on this all are not good. isn't it? . one thing i learn from cse is, its not about value but the investors sentiments is the key. (i have bought some valued fundamantal stocks but the price go down day by day, and i sold all of them and buy poultry trio, i cover my all loss and now in profit zone.