Category: Excel

How to Use the Rolling Options Template
5 min read
Learn how to use the Rolling Options Template to adjust option trades. Step-by-step guide with P&L visuals, breakeven analysis, and best practices.

Reverse DCF Option Strategy Excel Template - Back Your Trading Decisions with Data-Driven Insights
9 min read
Backing your options trading with a fundamental analysis can give you an edge in the market. You can achieve this result in only a few minutes by using our Reverse DCF Option Strategy Excel...

Reverse DCF Template - Finding Winning Companies with Comparative Analysis
7 min read
When it comes to stock (and option) picking, a sector comparative analysis can give you very valuable insights into potential investment opportunities. This article introduces our Reverse DCF...

Unlock Financial Insights in Minutes: Your Reverse DCF Excel Template
10 min read
Among the many tools you should have in your financial analysis arsenal, our Excel Reverse Discounted Cash Flow (DCF) template stands out as a crucial asset. This powerful tool allows you to...

Options Trading - Excel Template: Master Custom Tools Built in Excel and Google Sheets
7 min read
Options trading can be a profitable and exciting endeavor, but it's essential to have the right tools at your disposal to make informed decisions and stay ahead of the competition. In this article,...

Using the Stock Valuation Excel Template - Step-by-Step guide
6 min read
With the addition of the Excel integration to the Samurai platform, we can now create advanced tools in Excel and increase our edge while trading. For example, we have shown in our Blog and Video...

Stock Valuation Model (+Automatic excel import of stock data)
7 min read
What is Stock Valuation?
Stock valuation is the process of estimating the intrinsic value of a stock.
The stock valuation model is a simple model that helps you determine a company's intrinsic...

How to Import Options Data to Excel and Google Sheets (Including Templates)
6 min read
Most traders have spreadsheets they enter data in. This helps them analyze data and improve their workflow. However, importing data to the spreadsheet is a chore, and it wastes time. This problem...

Excel template: Good covered calls trades on Dividend Aristocrats
4 min read
We've recently launched our new Excel and Google Sheet integration with Option Samurai. It allows you to import options data directly from our options scanner to Excel and Google Sheets. This...

Options data in Excel & Google Sheets
4 min read
Excel is a powerful tool that allows you to build custom workflows and advanced analytics to generate an edge in the markets. However, maintaining the excel sheets and keeping the data up-to-date...