Roaring Kitty – Tools Part 3 of 3 (spreadsheets)

In this video I walk through the spreadsheets I lean on for my investment process. This is the second of two long tools videos – if you can only watch one, watch this one. Recorded on 6/23/20.

The primary sheets include:
– 3:30 Universe: for maintaining my universe of stocks
– 21:35 Company: for performing fundamental analysis
– 39:12 Tracker: for tracking stocks
––– 39:12 dashboard
––– 43:46 Roaring Kitty portfolio
––– 1:03:05 Buy/Sell lists
––– 1:05:45 Pulse list
––– 1:06:45 Trend list & commentary on March 2020
––– 1:18:27 Industry filter
––– 1:22:01 Industry breakout
––– 1:26:20 Daily movers
––– 1:32:54 Insider buying
––– 1:38:38 CSV export
––– 1:42:31 Screener
––– 1:45:25 Exporting filtered data to CSV = painful tangent unless you're a spreadsheet nerd
––– 1:48:35 Rounding it out

The Roaring Kitty channel revolves around educational live streams where I share my daily routine of tracking stocks and performing investment research.

My investment style involves continually tracking thousands of stocks using a variety of widely available tools. When opportunity strikes – as it occasionally does in markets comprised of biased humans – I’m prepared to pounce and capitalize on the situation. I'm probably best classified as a fundamentals-focused deep value investor, though I find I'm increasingly leaning on technical analysis for screening, timing, and tracking stocks. In the years ahead I look forward to honing my portfolio management approach by acquiring bolt-on skillsets and further developing my approach to risk management.

Some of the tools I use: Google Chrome, Chrome extensions & search engines, Google Sheets / Google Apps Script / StackOverflow, StockCharts, insider buying via OpenInsider, stock ownership via WhaleWisdom, SEC filings via sec.gov, SeekingAlpha, Twitter, Quandl / Sharadar, and bond prices via FINRA.

The Roaring Kitty channel and live streams are for educational purposes only. I share my approach to investing in an effort to set you on the right path to building out your own investment process. I don't provide personal investment advice or stock recommendations during the stream. Please understand that my style of investing is extremely aggressive and I take on a substantial amount of risk. It's likely my approach would not be suitable for you. If you're seeking personalized advice, I encourage you to sit down with a financial professional who can review your personal situation, financial background, risk tolerance, etc. Check out the Roaring Kitty disclaimer video for more information:    • Roaring Kitty – Disclaimer