What it is
A spreadsheet tool that automates core financial ratio calculations across liquidity, profitability, efficiency, and leverage.
Why it is useful
It standardizes analysis, reduces manual errors, and provides a repeatable framework for comparing performance over time or against peers.
How to use it
- Enter financial statement values in the input sheet.
- Review calculated ratios in the dashboard tab.
- Use the notes section to compare against industry benchmarks.
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Related sources
- CFA Institute - Financial Statement Analysis
- Corporate Finance Institute - Ratio Analysis Guide