Data and Other Files

This page provides various resources for investors. These resources add value to my methods, which are fully explained in Building Wealth in the Stock Market.

I take all care to calculate and update these spreadsheets and data files, but they may contain errors, which will be fixed when discovered. If you are relying on these files for investment decisions, you are advised to carry out your own checks of their accuracy. If errors are found, I appreciate being advised.

The Excel workbook files on this page are in xlsx format (Office 2007 and 2010). If working in an earlier version, please first download the free compatibility pack from Microsoft's web site at click here

Click on an Excel workbook file name below to open it. You may also save the file by right clicking on the link and then clicking Save Target As...

 

Coppock Indicator Excel Workbook

Coppock Indicator

There is a full description of theCoppock indicator and the way I use it in my book Building Wealth in the Stock Market.

The Excel Workbook contains spreadsheets for the calculation of the Coppock indicator, for the ASX All ordinaries Index (XAO), Dow Jones Industrial Average (DJIA), S&P500, NASDAQ Composite, FTSE100 (UK), Nikkei225 (Japan) and Shanghai All Ordinaries (China). The calculation steps are shown across the top of the columns.

 

ASX New High - New Low and Austdata Excel Workbook

ASXNHNL and Austdata

The Excel Workbook contains the ASX New High - New Low spreadsheet and the Austdata spreadsheet. The Austdata spreadsheet contains the folowing columns: 10-Year Bond Yield, 90-Day Bill Yield, All Ordinaries Dividend Yield, All Ordinaries Price Earnings Ratio, All Ordinaries Earnings Yield and IPOs. This workbook may be resaved into many file formats for importing into various charting software.

 

ASX New High - New Low and Austdata Insight Trader Format Files

Insight Trader Data Files

The self-extracting zip file contains two Insight Trader data files (sets of .Bnn and .dat files): ASXNHNL and Austdata. The fields in the Austdata files are as listed above for the ASX New High - New Low and Austdata Excel workbook. I have written some detailed instructions for opening self-extracting zip files, which are in a PDF file. To open it, click this link: Instructions for self-extracting zip files

 

Position Size Calculators

I have developed two spreadsheets for the calculation of position size:

Original Position Size Calculator: There is a full description of my investment plan and the way in which I use the original position size calculator in my book Building Wealth in the Stock Market. Unless you are very familiar with my methods, please read the book before attempting to use the position size calculator.

It is in an Excel xlsx (Office 2007 or 2010) spreadsheet file.

The spreadsheet has been created with all care, but I disclaim any responsibility for errors that it may inadvertently contain. You should check the underlying logic carefully and ensure you completely understand it before using it.

Original Position Size Calculator

New Position Size Calculator: In July 2011, I announced and explained some modifications to my investment plan in Members' Newsletter 004. There is additional explanation and examples of its use in the presentation to Sydney ATAA on 18 July 2011. Both of these documents are on the Members' website.

It is in an Excel xlsx (Office 2007) spreadsheet file.

The spreadsheet has been created with all care, but I disclaim any responsibility for errors that it may inadvertently contain. You should check the underlying logic carefully and ensure you completely understand it before using it.

New Position Size Calculator

 

My Insight Trader Chart Arrangement

The way in which I look at charts of stocks is based on a template. Below is al ink to a PDF file which contains instructions on how to create my template and use it.

How to create my Insight Trader chart arrangement

Technical Analysis Filter 23 June 2004
(See Chapter 11 of Building Wealth in the Stock Market)

To download the PDF file, click on the link below:

Technical Analysis Filter 23 June 2004

Fundamental Analysis Filter 15 September 2004
(See Chapter 11 of Building Wealth in the Stock Market)

To download the PDF file, click on the link below:

Fundamental Analysis Filter 15 September 2004