Premium products
Professional tools with working formulas. The book and the valuation suite are delivered via Gumroad. SAE Studio is in final development.
Statistics and Data Analysis for Investing and Trading
By John M. Charles, MS, Statistician: returns and risk, valuation, backtest significance, and portfolio math, with worked examples and exercises throughout. The price is $24.99.
Stock Valuation Studio
Stock valuation in your browser, on the same engine as the Automated Stock Valuation Suite: type one ticker and get the four model values, the margin of safety, and the verdict, with nothing to install. The verdict board, the tracker, and saved models are all included.
Automated Stock Valuation Suite
Type one ticker in Google Sheets and the suite builds the full workup: live dashboard, a bench of more than twenty valuation models, a ten-year DCF with scenarios and a reverse DCF, risk statistics on total returns, a portfolio tracker, an earnings watchlist, and a verdict board that values twenty stocks at once. Every sheet protected except the input cells.
For Google Sheets only. Does not work in Excel.
SAE Studio
Small area estimation in your browser. Upload a survey file or an area-level table, and SAE Studio fits Fay-Herriot models, checks the results, and exports tables and a methods report. Your survey data never leaves your machine. Free to Use on Your Own Data; Exports and Advanced Features: $149 per year. The free guide states the full method.