• Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint
Share this Page URL
Help

4. Analyzing Company Fundamentals > Steps to Building a Financial Analysis Temp...

Steps to Building a Financial Analysis Template

A checklist of steps to perform and questions to ask can produce more consistent stock studies as well as better investment results.

As you gain investment experience, you’ll find that you concentrate on different items in your stock studies, sometimes adding measures, sometimes removing them, and usually improving your ability to judge whether a company’s performance is good or bad. No matter how good or bad your memory is, a checklist or set of guidelines for your unique approach to analysis will increase the consistency of your stock studies. By evaluating each company in the same way, you can compare companies with confidence and choose the best contender more often than before. In addition, constructing a template for your analysis forces you to think about what you do, which might prompt steps you’ve forgotten or highlight errors in your ways. Your template can be a simple reminder list....


PREVIEW

                                                                          

Not a subscriber?

Start A Free Trial


  
  • Creative Edge
  • Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint