Everything here is built to be useful in Excel: short research notes, clean templates, and free examples of the dataset structure. The goal is simple: spend less time cleaning, more time thinking.
Why this exists
Most “investment content” is vibes. This library is built like a small lab: a question, a method, a result, and a way to reproduce it using structured financial data.
Excel-first
Templates and workflows designed for people who actually analyze in spreadsheets. No heavy tooling required.
Decision-ready
Focus on comparability, clear definitions, and repeatable ratios — the stuff that survives scrutiny.
Built from the dataset
Research notes use the same structure you get in pharos.xl: statements, variables dictionary, company index.
A small “taste” of the system: pharos-lite.xlsx (5 companies, simplified variables), plus a quick guide to the layout. Enough to test your workflow and see what “clean” feels like.
This is intentionally limited — the full product is pharos.xl (100 companies, broader variable coverage, quarterly updates, and optional company notes).
Library
Short, structured notes. Each one answers a question you can actually test using financial statements. Think of these as small “chapters” you can reuse in your own analysis.
Classify companies by two forces that quietly explain a lot: growth and profitability. Learn the quadrant logic, then replicate the screen in Excel.
A clean way to reason about margin expansion (and margin collapse). Includes a simple spreadsheet workflow for peer comparison.
Liquidity isn’t glamorous — it’s survival. Learn quick checks: net debt logic, liquidity buffers, and what to flag before you model.
A one-page sheet to summarize a company: core lines, key ratios, and notes. Designed to plug into structured data.
Compare companies side-by-side: margins, growth, leverage, asset intensity. Includes clean formatting and ready-to-fill inputs.
A short example of how we write: what matters, how to interpret the statements, and what to watch next quarter.
Units, periods, comparability rules, and missing values. The goal is to remove ambiguity before analysis.
This is a mock library view. Replace links with real pages (or PDFs) as you publish. The point is the structure: “useful first”, marketing second.
pharos.xl is the clean core behind these resources: 100 companies, 3 statements, dictionaries, and a structure designed for fast research. Updated quarterly.