AFG’s Excel Add-in allows client to pull data seamlessly into excel. AFG provides clients access to fundamental data and earnings estimates along with AFG’s proprietary variables. Using the excel add-in, clients can draw our data into excel or data from equity models they have built or simply create their own variables.

Clients have the option of creating their own spreadsheet or utilizing any spreadsheet from our template library.

Sample Templates

•The Portfolio Analyzer template downloads AFG buy and sell criteria along with other fundamental ratios for analysis on up to 500 companies. This file has been upgraded to include the new AFG strong buy and strong sell criteria, which incorporates top and bottom quartile valuation.

•The Portfolio Analyzer –Large template offers a different perspective of data from the standard Portfolio Analyzer template. Along with offering a capability for up to 1000 tickers, this template also contains historical value driver analysis and sales forecasts to help frame a custom model in Value Expectations.

•The Factor Weighting Template is a tool designed to provide a ranking of an industry list based on custom, user-defined variables and weights.

•The Price Return Correlation Matrix will allow an analyst to insert a portfolio of up to 50 companies and determine the historical correlation of weekly pricing returns over a flexible history between one month and five years.
 

•The AFG 50 Scorecard & Tearsheet is designed to give AFG 50 users access to the most recent published models for each company in the AFG 50, as well as a tearsheet for each company which summarizes analyst forecasts and fundamental data.

These are just a few of the many features of AFG's Excel Add-in. If you are a portfolio manager/analyst and would like to learn more or receive a free trial, click here.