Read the dashboard: one row per company

What each row shows

The dashboard shows one row per sheet: the company, its ticker, its sector, your tracking status, the strategy used, the score, your decision, your fair value, your comment, one dot per criterion and the date last updated. The comment can be edited straight from the dashboard or at the bottom of the sheet. Clicking a row opens the sheet.

The score

The score ranges from 0 to 100. A green criterion is worth 2 points, an orange one 1, a red one 0, multiplied by the criterion’s weight. The score is the total obtained divided by the total possible, over the scored, filled-in and applicable criteria only.

Take a strategy with 4 criteria of weight 1, with two greens, one orange and one red: 2 + 2 + 1 + 0 = 5 points out of 8 possible, giving a score of 63.

As long as a sheet is incomplete, its score is provisional: it only covers the criteria already filled in. The dashboard shows it in gray, with the number of criteria filled in. A provisional score of 90 on 3 criteria says little: complete the sheet before comparing.

The dots

Each criterion has its dot: green for a criterion met, orange for a criterion to monitor, red for a criterion not met, and a separate dot for a criterion not filled in or not applicable.

The dots often say more than the score. Two sheets at 70 can have very different profiles: one red on debt, the other red on valuation.

The overall verdict

The overall verdict only appears on a complete sheet: “Criteria met” if there is no red, “Criteria not met” otherwise. It describes your sheet against your strategy. It is neither advice nor a forecast.

Filter and sort

• The buttons at the top filter by status: Candidate, Watching, In portfolio, Set aside.
• The search field filters by name, ticker, sector or strategy.
• Clicking a header sorts the column, a second click reverses the order. Sorting by last update brings up the sheets to review.
• As soon as your sheets use two strategies or more, a strategy selector appears. On a single strategy, each criterion has its own column, which lets you compare companies criterion by criterion.

What the dashboard does not tell you

A high score says that a company meets the criteria you chose, with the figures you entered. It says nothing about what the strategy does not measure. Compare sheets scored with the same strategy, and reread the thesis before you decide. To set the weights behind the score, see the tutorial build your strategy.