SheetsFinance | Templates

Templates

Kick-start your project with these free community built templates.

All Google Sheets Excel

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16 templates

New2026-10-24

SF Graham Number Calculator

sheetsfinancecalculatorvaluationfundamentals

Calculate the Graham number for any company from live data and see how its share price compares. Enter a ticker in cell B4 and the template pulls trailing twelve-month earnings per share and book value per share, then works through Benjamin Graham's formula step by step: the square root of 22.5 x EPS x book value per share. You can change the multiplier, set a margin of safety for a buy-below price, or override EPS and book value with your own figures. SheetsFinance's pre-calculated Graham number sits alongside as a cross-check. A sensitivity grid shows how the Graham number moves with EPS and book value, and a 5-year history charts book value, EPS and the Graham number. Use it as a quick value screen for defensive investors.

SheetsFinance

New2026-10-21

SF WACC Calculator

sheetsfinancevaluationdcfwacc

Calculate the weighted average cost of capital (WACC) for any company from live data. Enter a ticker in cell B4 and the template pulls market cap, total debt, beta, interest expense and the effective tax rate, then works out the cost of equity with CAPM, the after-tax cost of debt and the market-value weights of equity and debt. You set the risk-free rate and equity risk premium, and can override the cost of debt or tax rate with your own figures. A sensitivity grid shows how WACC moves with the risk-free rate and equity risk premium, and a 5-year history tracks the company's implied cost of debt and effective tax rate. Use the result as the discount rate in a DCF valuation.

SheetsFinance

2026-07-25

SF Real-time Cryptocurrency Watchlist

sheetsfinancecryptocurrency

Track any set of cryptocurrencies with live prices, volume, and daily OHLC in one expandable sheet. Sparklines show each coin's trajectory, a heatmap surfaces momentum across timeframes, and volume automatically flags when trading runs hot against its 3-month average.

SheetsFinance

122

2026-04-21

SF Options Explore Dashboard

sheetsfinanceoptions

This template requires SheetsFinance Options, start a 15-day free trial from the pricing page prior to downloading. The SF Options Explore Dashboard provides a high level analysis of the Options position for a specific company. Adjust the company in cell A1, select the expiration date in the filters section along with a series of other controls. You can also select a specific contract from the returned chain to display on the time-series chart using the dropdown to the right of the chart title.

SheetsFinance

219

2025-03-10

SF Simple Currency Conversion

sheetsfinancecalculator

This simple template shows you how to convert your global watchlist or portfolio into a single base currency. This is incredibly useful if you have investments in several markets worldwide and want to calculate total return in your local currency. The method uses batching to display prices and currencies for multiple symbols with one function in conjunction with a real-time FOREX pair.

SheetsFinance

726

2025-01-31

SF Company Growth Snapshot

sheetsfinancegrowthfundamentals

The SF company growth snapshot uses 10 years of quarterly financials and share price behaviour to give you a detailed overview of a company's growth. The only cells that require editing are cells A2 and A4. Change the stock you'd like to analyse by entering the correct ticker symbol into cell A2. Adjust the date in cell A4 to adjust the analysis relative to a different date in history.

SheetsFinance

433

2024-09-25

SF Historical Dividend Calculator Template

sheetsfinancecalculatorportfoliodividends

This template leverages the SF_CALENDAR() function to generate all dividends paid over the last year for a portfolio of stocks. To update the charts enter the stocks you want to track in column A starting at A27 and then the number of shares held per stock in column B starting at B27. The template will generate a historical dividend calendar for the stocks for the last year and calculate earnings over that time.

SheetsFinance

576

2024-09-24

SF Technicals EMA and MACD Template

sheetsfinancetechnicals

This template is a good introduction to SheetsFinance Technical Analysis. By altering the settings in cells J18:K25 you can generate two different Exponential Moving Averages (EMAs) and then construct the resultant MACD line. Two charts display the resulting data, a price & EMA chart and a MACD chart. The charts will reload whenever a new stock symbol or new metrics are entered into the settings.

SheetsFinance

707

2024-09-02

SF Sortable Watchlist Template

sheetsfinancewatchlist

The sortable watchlist is an extension of the Expanded Global Watchlist v1 which allows you to run native Google Sheets filtering on the data so you can sort the watchlist by any of the displayed metrics. For example, you may want to sort by daily change to see the biggest movers and so on. To achieve this the Sortable Watchlist loads the raw data on one sheet using a Batch Real-time function and then displays the sorted data on the first sheet.

SheetsFinance

564

2024-08-30

SF ETF Analysis Template

sheetsfinanceETFdashboard

The SF ETF Analysis Template is an interactive dashboard that gives you detailed view of an ETFs real-time and historical performance. The template includes all the required details to evaluate an ETF's performance such as sector and location weightings, price movement, top 10 holdings, dividends, calculated yield and more. Enter the ETF symbol in cell B3 and the sheet will update automatically.

SheetsFinance

1207

2024-08-27

SF Growth Analysis and MOS Valuation Template

sheetsfinancegrowthvaluation

The growth analysis template is a 10-year snapshot of a company's performance with a particular focus on 4 key growth rates: book value per share (BVPS), earnings per share (EPS), sales per share (SPS) and operating cash flow per share (OCFPS). This template is in a dashboard format and only requires changing the company ticker code in cell A1 for the whole sheet to reload with information about the new company. This template can be used for developing a fundamental analysis of a company's historical performance taken directly from their reported financials. The Margin of Safety (MOS) valuation template builds off the growth analysis template (Sheet 1) and conducts an automatic valuation of the company you're currently viewing. The valuation utilises the growth rates calculated in the growth analysis and forecasts the estimated growth in a company's value over a specified number of years. Based on the estimated future value of the company, the valuation calculates the buy price required to generate the selected yearly return (MAAR %). The MOS valuation applies a user specified margin of safety to the calculated buy price.

SheetsFinance

1701

2024-08-27

SF Portfolio Template

sheetsfinanceportfolio

The SF Portfolio Template is your very own global asset portfolio tracker. The template requires the user to enter their orders in the order list section and the rest of the template will auto-populate with real-time data keeping track of your real-time overall position. The portfolio also shows you your breakdown across markets and sectors and includes key metrics per holding.

SheetsFinance

441

2024-08-27

SF Earnings Analysis Template

sheetsfinanceearnings

This interactive template covers the trailing twelve months of earnings and revenue reported for the company entered into cell B3. The template also calculates the surprise factor between estimated and actual EPS and revenue figures. The values are charted for ease of analysis.

SheetsFinance

1098

2024-08-27

SF Expanded Global Watchlist v1

sheetsfinancewatchlist

The expanded global watchlist showcases the use of batch data calls to deliver 1000s of data points with only a few functions. The template can be easily expanded to cover any of the 80k+ global financial assets available on the SheetsFInance network. Conditional formatting is used to simply identify positive or negative price trends.

SheetsFinance

823

2024-08-27

SF Analysts Template

sheetsfinanceanalysts

This interactive dashboard reloads based on the stock symbol entered into cell A1. The template utilises a number of SheetsFinance analyst functions to display an overall view of the company in question from a professional standpoint. The template includes a pivot table for summarising price target data.

SheetsFinance

632

2024-08-27

SF Total Return Template

sheetsfinancecalculator

This template calculates the total return (capital gains + dividends) of any company over a specified time period and compares this figure to the capital return. A YouTube Walkthrough is also available for this template.

SheetsFinance