Chart Rebase Tool

Free

You frequently will need to compare stock performance against others as a banker or analyst.

This is how you make a chart so that everything starts at 100 and grows from there so you can see the relative growth performance.

The template will help you do it.

  • Excel Sheet
  • Charts
  • Reindex stocks
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What

What Is a Chart Rebase Tool?

Have you ever wondered what stock has performed better or worse over a period of a year? What do things look like a year later? Did one do better than another and by how much?

Well, in investment banking, this is a 101 skill you have to learn to do deals with public companies. As a trader, analysing share performance, it’s something you do all the time. For everyone else, well no one teaches you these things.

Moving on. You want to see relative performance in one chart but the issue is that the shares all have different prices and they fluctuate independently. That’s sort of obvious since each is an individual company, but really you want them to all start at the same place.

If you were doing a 100m sprint you want to start at the same point so that timing is the same.

Only, that involves some math. How do you do that?

Easy. Let me teach you.

Details

Tool images

Here are a few images to have a little gander at for your viewing pleasure.

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This is a pretty page I have made so downloading tools is cleaner and simpler for you.

Read the details on the content here:

Guide

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Download

Fill in your details and it will be emailed to you.

You agree to all T&C legal stuff (to cover my ass)

Need

Why Do You Need a Chart Rebase Tool?

  1. 1

    Useful Skill For Any One

    • It’s a useful skill anyone should know how to do
    • You can use it for your own analysis
  2. 2

    Nice Way to Learn Excel Analysis

    • It’s a great way to start learning more advanced Excel and be able to see results quickly

FAQs

Check the FAQs if you are having issues. Don’t message me if “I can’t download the file”.

Is this free?

Yes.

How do I download?

Fill in your name and email in the submission form and it will be emailed to you.

I didn't receive the email?

My (automated) system works. You’ve made a basic mistake.

  • Check you input your email accurately
  • Check your spam folder (Whitelist me if you found the email in spam)
Can I get consulting to use the file?

Yes. You can book a consulting call here:

Book a consulting call

I have feedback to improve

I’d love feedback from you!

You can reach out to me through the contact page

Contact

How do I open the file?

When you press download in an email from me, it normally saves to your Downloads folder.

So go there first to find the file.

I normally have to ZIP the file so it will work with SaaS automation systems.

So get WinZip, WinRAR, or use whatever Mac/PC offers these days. Unzip the file (Right click and press “uncompress” etc). If you don’t know how to do this, then use Google.

Once you uncompress, the ZIP file will remain, and you will see a new file (sort the download folder by date modified if confused).

I assure you that everything I provide works, so if you can’t access it, it’s a ‘you’ problem.

Can I sell / share your tools?

No.

You can share a link to this page, which would be much appreciated!

Can I share your tools on social media?

Please share the link to this page. It would be super-appreciated, but only if you like it!

If you don’t like it, then leave a comment or shoot me an email first so I can take your feedback on board first and see if I can improve!

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Reading

Looking For Some Recommended Reading?

Here are some blogs you can check out related to this topic:

Before and After Financial Model Tool

Learn how to make a financial model look more attractive

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Quarterly Vesting Schedule For Staff Incentive ESOP Plans

Learn how to do the math to calculate quarterly vesting in an ESOP.

Read
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