Free stock-analysis template and checklist
Three genuinely useful tools for analysing NSE stocks: an Excel worksheet that calculates eight ratios from figures you type in, and two printable PDF cheat-sheets, one for fundamentals and the 12-point checklist, one for charts. No email box, no sign-up, no form. Education only, never a buy or sell call. New to this? Start with stock analysis for beginners.
Fundamental analysis PDF
A two-page ratio cheat-sheet covering ROE, P/E, debt-to-equity and more, plus the 12-point pre-investment checklist. Pin it next to your laptop.
Download the PDFTechnical analysis PDF
A two-page chart cheat-sheet: trend, moving averages, RSI, MACD and volume on page one; candlesticks and chart patterns on page two.
Download the PDFStock-analysis Excel template
A working spreadsheet for NSE stocks: type a company's figures in and it auto-calculates ROE, P/E, debt-to-equity and growth, with checklists built in.
Download the Excel templateWhat is actually inside each one
Plenty of "free stock analysis template" downloads turn out to be a blank grid with no formulas, or a landing page that wants your email first. Here is exactly what these contain, so you can decide before downloading whether they are worth your time.
The Excel worksheet: 14 inputs, 8 ratios calculated for you
This is the one to use if you want to work through a company rather than read about one. You type in figures straight from the results; the sheet does the arithmetic and tells you what a healthy reading looks like.
| What you type in | What it calculates | The note it gives you |
|---|---|---|
| Net profit, shareholder equity | Return on equity (ROE) | Quality signal. Healthy: steady mid-teens or higher |
| Net profit, revenue | Net profit margin | Healthy: stable or rising against the sector |
| Share price, EPS | Price-to-earnings (P/E) | Only meaningful against peers and its own history |
| Share price, book value per share | Price-to-book (P/B) | The right lens for banks and asset-heavy firms |
| Total debt, shareholder equity | Debt-to-equity | Lower is safer; under 1 for most non-financials |
| Operating profit, interest expense | Interest coverage | Higher is safer; under roughly 2 is a red flag |
| Current assets, current liabilities | Current ratio | Above 1 means it can cover near-term bills |
| Revenue, previous-year revenue | Revenue growth | Consistency beats one spectacular year |
It opens in Excel, Google Sheets and LibreOffice. The formulas are visible and editable, so you can see how every figure is derived and change any benchmark you disagree with. If a ratio is new to you, the guide to financial ratios explains each one and what a healthy range looks like.
The fundamental cheat-sheet: ratios on page one, a 12-point checklist on page two
Page one is the reference: the eight ratios above, each in a sentence, plus a short note on why banks and NBFCs break most of them and need gross and net NPA, net interest margin and capital adequacy instead. Page two turns it into a routine, with the technical checks (50-day and 200-day moving averages, support and resistance, RSI, MACD, volume) and the 12-point pre-investment checklist:
- Do I understand what the company actually does?
- Is revenue growing across three or more years, and is profit growing too?
- Is debt-to-equity reasonable for its sector, and does it generate real cash rather than paper profit?
- Is ROE consistently healthy, and how do P/E and P/B compare with peers?
- Is promoter holding stable, and are any shares pledged?
- Any red flags in related-party deals or the auditor's notes?
- What is the chart trend, is the recent move backed by volume, and what could go wrong?
The technical cheat-sheet: charts on one sheet
Two pages covering trend, moving averages, RSI and MACD and volume on the first, then candlestick and chart patterns on the second. It includes the standard settings that charting software ships with, so you know what the numbers on your screen actually mean: RSI at 14 periods with 70 and 30 as the lines, MACD at 12, 26 and 9, and Bollinger Bands at 20 periods with bands two standard deviations out.
Where the numbers come from
The worksheet is only as good as what you feed it, and every figure it asks for is public. Listed Indian companies file on a schedule SEBI fixes: quarterly results with NSE and BSE within 45 days of each quarter end, annual results within 60 days of the financial year end, and the shareholding pattern showing promoter holding and pledged shares within 21 days of the quarter end. You never need a paid data subscription to fill this in.
One practical consequence: because results can arrive up to 45 days after a quarter closes, a ratio you calculate in that gap is still running on the previous quarter's earnings. Check the filing date before trusting a valuation. The full step-by-step method covers where each figure sits in the process.
How to use all three together
They are designed as one routine rather than three separate downloads. Print the fundamental cheat-sheet and keep it beside you. Open the worksheet and enter the figures for one company from its latest filing. Work down the 12-point checklist, using the ratios the sheet just calculated to answer the numerical questions. Then bring up the chart and run the technical cheat-sheet over it to see whether the price action agrees with what the numbers told you.
Doing this for three or four companies you already know is the fastest way to build a feel for what healthy looks like. A worked example shows the whole routine on a single company, and the beginner's guide covers the ground if any of it feels unfamiliar.
Guides that go with the downloads
The resources are checklists. These guides explain the why behind each line, starting with the three types of stock analysis.
Common questions about these downloads
Or let the app run every check for you
The StockGenie stock analysis app does the whole cheat-sheet and checklist automatically for any NSE stock, fundamentals, chart and news, with a 0-100 score in plain English & Hindi, and no buy or sell calls. Free on Android.