Fundamental Analysis Models (Google Sheets)

This repository contains my Google Sheets models for fundamental equity analysis, inspired by professional financial modeling practices. Each model tracks and evaluates a company’s fundamentals over time based in the general investing phylosophy of Benjamin Graham, including:

• Market Cap & Shares Outstanding
• Balance Sheet Items (Debt, Cash, Assets, Liabilities)
• Income Statements Items
• Cash Flow Statements Items
• Business Valuation (DCF)
• Quarterly & Annual Trends
• Custom Ratios

Features

• Structured time-series view of financials by quarter and year.
• Built-in formulas for quick valuation metrics.
• Easily extendable for new companies or additional ratios.
• Ready to integrate with Google Finance functions or APIs for automation.

Purpose

These models reflect my practical approach to data analysis in investing. They combine:

• Accounting & finance knowledge – understanding key metrics.
• Data structuring – clean, tabular format for time-series analysis.
• Automation-ready design – set up for future API integrations (Yahoo Finance, FinancialModelingPrep, etc.).

Roadmap

• Automate market cap & shares outstanding retrieval.
• Add historical comparisons & visual dashboards.
• Expand coverage to multiple companies with portfolio-level summaries.