Business

How to Build a Stock Screener in Google Sheets

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Posted By Kathryn Walsh

A Stock Screener is a powerful tool that helps investors filter stocks based on specific criteria like market cap, price-to-earnings ratio, dividend yield, and more. Whether you’re monitoring blue-chip stocks or tracking the IRFC share price, having a customizable screener in Google Sheets can give you a personalized and flexible way to manage your watchlist.

In this blog, we’ll show you how to build your own stock screener in Google Sheets, step-by-step—without needing advanced coding skills.

Step 1: Open Google Sheets

Start by creating a new spreadsheet in Google Sheets. This will be the base of your screener.

Label your columns as follows:

| Ticker | Company Name | Current Price | Market Cap | PE Ratio | 52 Week High | 52 Week Low |

Step 2: Enter Stock Tickers

List down the stock symbols (tickers) of companies you want to track. For example:

  • NS (for IRFC on NSE)
  • NS
  • NS
  • NS

Make sure to use the correct ticker format, especially for Indian stocks listed on NSE or BSE.

Step 3: Use GOOGLEFINANCE Functions

Now comes the magic—using the GOOGLEFINANCE() function.

Example formulas:

  • Current Price:
    =GOOGLEFINANCE(A2, “price”)
  • Market Cap:
    =GOOGLEFINANCE(A2, “marketcap”)
  • PE Ratio:
    =GOOGLEFINANCE(A2, “pe”)
  • 52 Week High:
    =GOOGLEFINANCE(A2, “high52”)
  • 52 Week Low:
    =GOOGLEFINANCE(A2, “low52”)

Drag these formulas down to apply them for all rows.

Note: The GOOGLEFINANCE function works best for stocks listed on US exchanges, but for Indian stocks like IRFC, some data points like PE or Market Cap may not populate. You may need to manually input or use third-party APIs or data sources for comprehensive data.

Step 4: Add Filters for Screening

To make your sheet act like a screener:

  • Click on the header row.
  • Go to Data > Create a filter.

Now you can filter based on criteria like PE ratio < 20, Market Cap > 10,000 Cr, etc.

Step 5: Conditional Formatting (Optional)

Use conditional formatting to highlight undervalued stocks or those nearing their 52-week lows.

For example, highlight PE ratios below 15 in green, or flag stocks trading within 5% of their 52-week low.

Why Use Google Sheets for Screening?

  • It’s free and customizable.
  • You can access it from anywhere.
  • It lets you integrate data from multiple sources.
  • You control the logic and formulas—tailored to your investing style.

Final Thoughts

While tools like screeners on broker platforms or financial websites are great, building your own Stock Screener in Google Sheets puts you in the driver’s seat. Whether you want to track tech stocks or monitor the IRFC share price, this DIY approach gives you flexibility, control, and insights tailored to your investment goals.

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