Originally published: 09/07/2020 14:44
Last version published: 05/04/2022 10:29
Publication number: ELQ-52752-13
View all versions & Certificate
Last version published: 05/04/2022 10:29
Publication number: ELQ-52752-13
View all versions & Certificate
Automatic Stock Valuation Levermann on a click (FREE VERSION) - Windows/MacOs
It enables you to do a stock valuation within a few seconds according to the so-called Levermann method.
Description
It enables you to do a stock valuation within a few seconds according to the so-called Levermann method. A detailed description of this method can be found in the book "The Practical Handbook on the Levermann Strategy: Stock Selection by Points System" by Petra Wolff
https://www.amazon.com/Practical-Handbook-Levermann-Strategy-Selection/dp/172559174X
This Excel-Sheet / Program "for free" has full functionality with the following exceptions:
- a maximum of 3 Levermann score values can be calculated per day - otherwise there is no restriction
Features of the program:
- Flexible selection from over 5000 stock titles
- Automatic selection of the associated comparison index
- Automatic consideration of whether it is a company from the financial sector or not
- Calculation of the Levermann score using the Full and Light methods
- Explanation of the calculation, key figures and basic data
- Override option to select a different comparison index
- optionally formatted PDF output
- 20 benchmark indizes
- Selection of the stock title by ticker, title, index, sector, industry, number of employees
- Detailed description of the stocks
Stocks from:
USA, Germany, Austria, Switzerland, Canada, Australia, Japan, South Korea, Hong Kong, China, France, Italy, Great Britain, Ireland, Norway, Finland, Denmark, Netherlands, Belgium, Spain, Portugal, Czech Republic
Installation and implementation
Unpack all file contents (program, XLSX templates, readme.txt) in a separate folder.
Control and input parameters are entered in the XLSX "LevermannInput.xlsx".
Output of the results in the XLSX "LevermannScorex.xlsx" and optionally as a PDF in the folder where the program is located.
Explanation - LevermannInput.xlsx
The stocks for which the Levermann Score can be determined are selected here.
Column A shows ticker symbols of the stocks for which the calculation is to be carried out. For stocks <> USA, the corresponding country code with ".XY" must always be used - for an overview of stocks with tickers, see worksheet "Stocks".
In column B, the comparison index can be selected (or overridden) - if nothing is selected here, the program selects a suitable index itself.
In column C it can be specified (or overridden) whether the stock title is a title from the financial sector or not (has an impact on the calculation of the score) - if nothing is selected here, the program selects itself here the setting according to the sector allocation of the share title.
The parameter in cell F1 can be used to control whether the ticker symbols in column A should be deleted after processing or not (if J / Y the ticker symbols are deleted after processing - if N the symbols remain unchanged and can be used again in the next calculation).
The parameter in cell F2 is used to control whether the score should be outputed as a formatted PDF - it is outputed in the folder where the program is started (if J / Y make pdf-output - if N not output)
It enables you to do a stock valuation within a few seconds according to the so-called Levermann method. A detailed description of this method can be found in the book "The Practical Handbook on the Levermann Strategy: Stock Selection by Points System" by Petra Wolff
https://www.amazon.com/Practical-Handbook-Levermann-Strategy-Selection/dp/172559174X
This Excel-Sheet / Program "for free" has full functionality with the following exceptions:
- a maximum of 3 Levermann score values can be calculated per day - otherwise there is no restriction
Features of the program:
- Flexible selection from over 5000 stock titles
- Automatic selection of the associated comparison index
- Automatic consideration of whether it is a company from the financial sector or not
- Calculation of the Levermann score using the Full and Light methods
- Explanation of the calculation, key figures and basic data
- Override option to select a different comparison index
- optionally formatted PDF output
- 20 benchmark indizes
- Selection of the stock title by ticker, title, index, sector, industry, number of employees
- Detailed description of the stocks
Stocks from:
USA, Germany, Austria, Switzerland, Canada, Australia, Japan, South Korea, Hong Kong, China, France, Italy, Great Britain, Ireland, Norway, Finland, Denmark, Netherlands, Belgium, Spain, Portugal, Czech Republic
Installation and implementation
Unpack all file contents (program, XLSX templates, readme.txt) in a separate folder.
Control and input parameters are entered in the XLSX "LevermannInput.xlsx".
Output of the results in the XLSX "LevermannScorex.xlsx" and optionally as a PDF in the folder where the program is located.
Explanation - LevermannInput.xlsx
The stocks for which the Levermann Score can be determined are selected here.
Column A shows ticker symbols of the stocks for which the calculation is to be carried out. For stocks <> USA, the corresponding country code with ".XY" must always be used - for an overview of stocks with tickers, see worksheet "Stocks".
In column B, the comparison index can be selected (or overridden) - if nothing is selected here, the program selects a suitable index itself.
In column C it can be specified (or overridden) whether the stock title is a title from the financial sector or not (has an impact on the calculation of the score) - if nothing is selected here, the program selects itself here the setting according to the sector allocation of the share title.
The parameter in cell F1 can be used to control whether the ticker symbols in column A should be deleted after processing or not (if J / Y the ticker symbols are deleted after processing - if N the symbols remain unchanged and can be used again in the next calculation).
The parameter in cell F2 is used to control whether the score should be outputed as a formatted PDF - it is outputed in the folder where the program is started (if J / Y make pdf-output - if N not output)
This Best Practice includes
2 Excel-Sheets, 2 Readme.txt, 1 Program