Wonderfolio vs. your spreadsheet: an honest comparison
Your spreadsheet works. Let's start there, because most comparison pages won't say it.
If you value companies the classic way — pull ten years of financials, compute returns on capital, estimate what the business is worth, demand a margin of safety — a spreadsheet does the job. It's free, it's yours, and building it teaches you more about a business than any tool will. We're not going to pretend otherwise.
Here's what the spreadsheet actually costs you: the first pass.
The first pass is 95% of the work and 5% of the value
Before you can decide anything, you need the raw material: 10 years of revenue, earnings, equity, cash flow. Returns on invested capital, year by year. Growth rates that don't lie (one good year ≠ a trend). Four different angles on what the business is worth. For one company, that's an evening. For the 40 companies on your “maybe” list, that's your quarter. And the market doesn't wait — by the time your sheet is current, the price moved.
What Wonderfolio does with it
The same first pass, precomputed and kept current, for every US and Canadian company it covers:
| Your spreadsheet | Wonderfolio | |
|---|---|---|
| 10 years of fundamentals | Hours of copying per company | Already there |
| Quality screen (returns on capital, debt, growth) | Your formulas, your maintenance | Scored, every company |
| Fair value | One method, usually | Four methods, shown as a range |
| “What price makes this a buy?” | You re-derive it | A buy / watch / hold / sell zone per stock |
| When price hits your zone | You check manually | Alert on your iPhone |
| Where it lives | Your desk | iPhone, iPad & Mac |
What the spreadsheet still wins at
The deep dive. Once a company passes the first pass, you should absolutely open the filings, build your own model, and argue with every assumption. A tool that claims to replace that step is selling you something. Wonderfolio's job ends where your judgment begins: it tells you which five companies deserve your weekend, not what to do with them.
The honest summary
Keep the spreadsheet for the five companies that matter. Stop rebuilding it for the five hundred that don't.
Want to see the same math applied to a real company? Read our 5-minute value check on Apple (AAPL).
Stop rebuilding the first pass
Quality scores, four fair-value estimates, and a buy / watch / hold / sell zone for every company — on iPhone, iPad, and Mac.
Get WonderfolioFor research and educational purposes. Wonderfolio applies publicly known value-investing formulas to public data. Nothing on this page or in the app is personalized investment advice or a recommendation to buy or sell any security.