Transform your investment research process with our comprehensive asset research template to help investors and analysts make data-driven decisions. This powerful spreadsheet combines financial data analysis, trend forecasting, and visual insights in one intuitive workspace.
Key Features:
- Quarterly financial tracking for key metrics (EPS and Revenue)
- Machine learning-powered trend forecasting using sklearn
- Automated scenario analysis (±10% from trend)
- Interactive data visualization
- Multi-asset modeling capability
Perfect for:
- Investment analysts
- Portfolio managers
- Individual investors
- Financial advisors
- Research teams
How It Works:
- Input quarterly financial data for your chosen asset
- View automated trend calculations and forecasts
- Analyze multiple scenarios with built-in variance modeling
- Examine visual representations of trends and projections
- Duplicate the template to analyze multiple assets
The template leverages Quadratic's unique combination of spreadsheet familiarity and Python-powered analytics. Using sklearn linear regression, it automatically generates forecasts while allowing you to explore different scenarios through an intuitive interface.
What Sets It Apart:
- Seamless integration of Python analytics in a spreadsheet environment
- Ready-to-use machine learning models
- Visual data presentation
- Scalable for multiple assets
- Clear documentation and guidance
Best Practices:
- Regularly update quarterly data for accurate forecasting
- Use the duplicate feature to maintain separate sheets for different assets
- Leverage both trend analysis and scenario modeling for comprehensive insights
- Reference the built-in documentation for guidance
Whether you're conducting fundamental analysis, building investment theses, or tracking portfolio performance, this asset research template streamlines your workflow while providing sophisticated analytical capabilities.
