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Excel Fundamental Technical Scoring

The document outlines a confidential investment framework developed by Dr. Prabodhan Potdar, focusing on creating a software tool for dynamic stock selection based on fundamental and technical analysis. The goal is to streamline the investment process for busy individuals by providing curated stock recommendations. The project involves a team with specific roles in business development, technical analysis, Excel development, and digital marketing, with a profit-sharing incentive for team members once the product is monetized.

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drtraderprabs
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1 views

Excel Fundamental Technical Scoring

The document outlines a confidential investment framework developed by Dr. Prabodhan Potdar, focusing on creating a software tool for dynamic stock selection based on fundamental and technical analysis. The goal is to streamline the investment process for busy individuals by providing curated stock recommendations. The project involves a team with specific roles in business development, technical analysis, Excel development, and digital marketing, with a profit-sharing incentive for team members once the product is monetized.

Uploaded by

drtraderprabs
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Dynamic Stock Macro

Investing Framework
Idea and planning – Dr Prabodhan Potdar
28/10/2023
Non-Disclosure Agreement
(NDA)
• Confidentiality Obligations:
Discussions, ideas, and content shared in this presentation are strictly confidential.
The Receiving Party agrees not to disclose, discuss, or use this information publicly or
for personal gain without explicit permission from Dr. Prabodhan Potdar.
• Proprietary Ideas:
The presentation contains proprietary ideas that have not been shared in any public forum
before 28/10/2023, to the best of my knowledge.
These ideas are confidential and should not be disclosed or utilized without authorization.
• Duration:
The Receiving Party's confidentiality obligation remains in effect indefinitely
Rationale
• Every Investor wants to buy a good company and a low price .

• Investors usually assess company fundamentals one company at a


time . Each company with correct knowledge needs a good 30 min to
research.

• This process is time consuming and out of scope of people who have
a busy job
What if !

You click a button

you get a curated list of stocks from a stock universe of > 500/5000
stocks

which you can buy today for long term.


IDEA - CONCEPT
• This is the initial stage of ideation, paving the way for
the formation of our startup. Our first goal is to create a
Minimum Viable Product (MVP) – the excel sheet

• We aim to offer Software as a Service (SaaS) tailored for


selective stock picking. Our approach combines
dynamic fundamental analysis and technical analysis of
stocks to provide valuable insights and
recommendations
Any Fundamental Get a score Put the score in excel sheet
Stock analysis using excel against the stock name
And technical
analysis for 10
Repeat this for all SP500 stocks /
years
Nifty 500

Get data Sort it according to the score


from third
party

stocks with TOP scores are are Fundamentally sound stocks with bottom scores are are Fundamentally bad
and technically a buy at the prices they are at and technically a sell at the prices they are at –
These are stock which have been bought before – exit
strategy

That’s how you build long term Stock portfolio based on dynamic company valuations
Business idea Shareholders- Scope
of work
• Dr. Prabodhan Potdar
• Core business idea and concept
• Technical Analysis using Demand Supply Strategy as a core
• Mr. Bhavya Gupta
• Microsoft Excel leading development of Backend interface
• Mr .--------------- -
• Fundamental Analyst leading guidance in scoring
• Mr. ---------------
• UI ( User interface ) expert for front end product development
• Mrs Krupa Potdar
• Digital Marketing and online Sales of the product
Scope of Work – Excel lead
• Improving Existing Workbook:
-Assess and enhance the functionality of the current Excel workbook.
-Identify and implement improvements to optimize user experience.
• 2. Debugging and Macro Coding:
-Debug existing issues within the workbook to ensure smooth operation.
-Code and develop macros using Python, VBA, and dynamic arrays for
automation and efficiency.
• 3. Performance Enhancement:
-Implement strategies to make the Excel sheet faster and more efficient.
-Optimize formulas, calculations, and data retrieval processes for
improved performance.
• 4. Procurement of Third-Party Data:
-Explore and propose ideas for integrating relevant third-party data
sources.
-Develop methods to procure, integrate, and utilize external data
for enhanced analysis.
• 5. Day-to-Day Maintenance:
-Provide ongoing support for day-to-day maintenance of the Excel
sheet.
-Address any issues promptly, ensuring continuous functionality and
reliability.
• 6. Security and Proprietary Measures:
-Implement security protocols to make the Excel sheet secure and
proprietary.
-Utilize encryption, password protection, and other measures to
safeguard sensitive data.
What’s in that for you if you join the
team?
• Be a part of a startup which can revolutionize investing decisions for
busy individuals who have a investing mindset

• Use of the excel sheet/ Program for your own investment decision
making

• Monetization of the product can lead to continuous source of second


income

• Offer is sharing 20 % of Total Profits once the product is monetised.


• Bad fundamentals good technical – DG don’t buy – buy lowers when
fundamentals recover
• Good fundamentals bad technical – TCS - let it come to discount
levels then if fundamentals still good then buy
• Good fundamentals good technical – none now – NVDA before , now
tanla
• Bad Fundamentasl bad technical WBD , Paramount

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