Build and publish a listed-company stock analysis

An end-to-end native workflow

BalanceCheat supports local editable financial models, DCFs, comparables, scenario analyses and capital-return analyses that can be published as structured public models. For supported ordinary listed non-financial issuers, the critical cash/share/per-share bridge can be modeled natively without a separate spreadsheet. That capability does not verify an issuer's numbers.

Start with sourced historical statements and business lines, reconcile opening balances and build operating forecasts. Add Listed Shares & Capital Returns, configure grants and dated capital events, then choose a disclosed share convention. In DCF, review FCFF/SBC treatment, WACC, terminal assumptions, bridge year, common-equity claims and value per share. Compare scenarios and relevant peers, use Analyze locally, then publish the intended operator scope and share its URL. Readers can inspect assumptions and Fork to test their own case.

Issuer metadata and source references

The listed schedule offers issuer name, ticker, optional exchange/share class, reporting currency, fiscal year end, financials-through/filing cutoff, valuation date, share-count date and optional market/peer-input date. These are publisher-supplied context, not identity verification or a market-data connection; changing metadata does not change the model currency or calendar. Publication ticker is the separate Library search field.

Optional sources have a label, document title, date, URL, note and affected section. For example, identify an annual report and the section used to reconcile historical shares. Sources are public when the listed operator is published, even if embedded comments are off. Supported web URLs are safely rendered without automatic fetching or verification and trigger human publication review. A citation is not evidence that BalanceCheat checked the underlying filing. Avoid private links, credentials, contact details and confidential notes.

Publication time is not financial freshness

A model published today can still use last year's statements or an older share count. State the financial cutoff, valuation date, share date and market-input date separately. New earnings, filings or capital events may require a reviewed new snapshot; immutable older publications remain historical versions. Local edits alone never update the shared URL. Preserve source and assumption explanations when continuing a Fork.

Supported issuer scope and deliberate limits

Candidates include consumer brands, uncomplicated manufacturers/distributors, professional and IT services, mature software, profitable SaaS with ordinary awards, simple marketplaces, medical devices, ordinary electronics suppliers, fee-based asset managers, dividend payers, ordinary leveraged corporates and share repurchasers. Suitability depends on material accounts and securities fitting the implemented assumptions, not the industry label alone.

Specialist banking, insurance, REIT NAV/AFFO, mine-life/reserve valuation, pipeline-biotech/pharma probability trees, regulated utility rate-base models and distressed waterfalls are outside scope. Complex consolidation, participating preferred/contingent convertible rights, full lease accounting and deferred-tax/multi-jurisdiction engines are not provided. Model currencies remain EUR, USD, GBP and CHF; do not relabel another currency to bypass that boundary. Review capability limits before treating manual adjustments as a complete representation.

Informational and educational use

For informational and educational purposes only. This financial model is not investment advice, a recommendation, or an offer to buy or sell any security. Assumptions and estimates may be incomplete or incorrect.

BalanceCheat has no Buy/Hold/Sell system, investment recommendation engine, live price feed or automatic issuer verification. The publisher's engine calculates results; server validation and moderation do not guarantee financial correctness or investment quality. A public DCF value per share is an assumption-dependent model output, not an endorsed price target.