Add Single-Sheet Stock Rating System - Google Sheets implementation#7
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Add Single-Sheet Stock Rating System - Google Sheets implementation#7Rbh2733 wants to merge 1 commit into
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This commit adds a complete stock rating system with: - STOCK_RATING_README.md: Comprehensive overview and quick start guide - GOOGLE_SHEETS_IMPLEMENTATION.md: Complete formula documentation and manual setup guide - QUICK_START_IMPORT.md: 5-minute quick start guide for importing the template - stock_rating_template.csv: Ready-to-import template with all formulas and example stocks Features: ✅ Three-tier classification system (Core, Emerging, Moonshots) ✅ Auto-calculates 5 component scores (Valuation, Quality, Growth, Momentum, Health) ✅ Generates composite scores (0-100) with star ratings and action signals ✅ Tier-specific formulas optimized for different market caps ✅ 25+ financial metrics tracked ✅ Pre-loaded with 3 example stocks (GOOGL, PLTR, RKLB) ✅ Comprehensive documentation with data sources and portfolio management strategies The system is designed for growth-focused investors and can track 20+ stocks in a single spreadsheet view with automatic scoring and color-coded feedback. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
Reviewer's GuideThis PR introduces a complete, single-sheet stock rating system for Google Sheets by adding a comprehensive README, a detailed implementation guide with all formulas and setup steps, a quick-start import guide, and a ready-to-import CSV template with example stocks and formatting instructions. Entity relationship diagram for stock rating sheet columns and calculated scoreserDiagram
STOCK {
string Ticker
string Company
float Price
float MarketCap
string Sector
float Beta
float ForwardPE
float AvgPE5yr
float FCF
float PSRatio
float RevenueGrowth
float EPSGrowth
float OperatingMargin
float OpMargin3yrAvg
float ROIC
float GrossMargin
float NRR
float CashConversion
float TAM
float TAMPenetration
float Return12mo
string Above200MA
float NetCash
float InsiderOwn
string HasMoat
}
STOCK ||--o{ SCORE : "has"
SCORE {
string Tier
float ValuationScore
float QualityScore
float GrowthScore
float MomentumScore
float HealthScore
float CompositeScore
string Rating
string Action
}
Class diagram for calculated score logic and tier systemclassDiagram
class Stock {
+Ticker: string
+Company: string
+Price: float
+MarketCap: float
+Sector: string
+Beta: float
+ForwardPE: float
+AvgPE5yr: float
+FCF: float
+PSRatio: float
+RevenueGrowth: float
+EPSGrowth: float
+OperatingMargin: float
+OpMargin3yrAvg: float
+ROIC: float
+GrossMargin: float
+NRR: float
+CashConversion: float
+TAM: float
+TAMPenetration: float
+Return12mo: float
+Above200MA: string
+NetCash: float
+InsiderOwn: float
+HasMoat: string
}
class ScoreCalculator {
+calculateTier(MarketCap): string
+calculateValuationScore(...): float
+calculateQualityScore(...): float
+calculateGrowthScore(...): float
+calculateMomentumScore(...): float
+calculateHealthScore(...): float
+calculateCompositeScore(...): float
+calculateRating(...): string
+calculateAction(...): string
}
Stock --> ScoreCalculator
Flow diagram for stock data input to action signal outputflowchart TD
A["User enters stock data (A-D, F-Z)"] --> B["System classifies Tier (E)"]
B --> C["System calculates component scores (AA-AE)"]
C --> D["System calculates composite score (AF)"]
D --> E["System generates rating (AG)"]
E --> F["System generates action signal (AH)"]
File-Level Changes
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Hey there - I've reviewed your changes - here's some feedback:
- Consider breaking out the long nested IF formulas into named ranges or helper columns so it’s easier for users to debug and customize individual components without wading through huge formulas.
- There’s a lot of overlap between the Implementation guide and the README—consolidating shared sections or linking to a single source of truth will reduce duplication and simplify future updates.
- It would be helpful to surface core parameters (like tier cutoffs, component weights, and rating thresholds) in a dedicated config area or named ranges so users can tweak them without hunting down nested IF statements.
Prompt for AI Agents
Please address the comments from this code review:
## Overall Comments
- Consider breaking out the long nested IF formulas into named ranges or helper columns so it’s easier for users to debug and customize individual components without wading through huge formulas.
- There’s a lot of overlap between the Implementation guide and the README—consolidating shared sections or linking to a single source of truth will reduce duplication and simplify future updates.
- It would be helpful to surface core parameters (like tier cutoffs, component weights, and rating thresholds) in a dedicated config area or named ranges so users can tweak them without hunting down nested IF statements.Help me be more useful! Please click 👍 or 👎 on each comment and I'll use the feedback to improve your reviews.
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This commit adds a complete stock rating system with:
Features:
✅ Three-tier classification system (Core, Emerging, Moonshots) ✅ Auto-calculates 5 component scores (Valuation, Quality, Growth, Momentum, Health) ✅ Generates composite scores (0-100) with star ratings and action signals ✅ Tier-specific formulas optimized for different market caps ✅ 25+ financial metrics tracked
✅ Pre-loaded with 3 example stocks (GOOGL, PLTR, RKLB) ✅ Comprehensive documentation with data sources and portfolio management strategies
The system is designed for growth-focused investors and can track 20+ stocks in a single spreadsheet view with automatic scoring and color-coded feedback.
🤖 Generated with Claude Code
Summary by Sourcery
Introduce a complete single-sheet stock rating system for Google Sheets, including a ready-made CSV template, quick-start import guide, and comprehensive implementation and usage documentation.
New Features:
Enhancements:
Documentation: