This form is a detailed worksheet to be used in the data collection phase of evaluating a stock. It basically covers everything I can think of that might be helpful in evaluating a stock for investment. Not every question or line will be applicable in every case. The form is slanted towards the subscription services I use and the data available to me from the brokerages where I have accounts. The form would need to be modified by an investor based on the accounts, etc. the investor maintains.

The form is six pages long. Only the first page is shown to the left, for illustration purposes. To use the form, download and unzip the file and print out the form.