Public Universe - v0.5

This article details a comprehensive database of approximately 3,300 US stocks, providing insights into various aspects of stock tracking and management.

In the setup tab, users are guided to make a copy of the spreadsheet for personal use and enter stock tickers on the submit page. The system checks the database to either pull existing data or retrieve new information from external sources such as Yahoo! Finance. Users can input additional stock details, select tracking lists, and customize tag fields before submitting their data to the database. The database (referred to as "db") contains essential stock information, while the "universe" tab displays the most current data for tracking and analysis.

The submit tab outlines the structure for entering new stock data, where fields outlined in blue are designated for user input. The primary columns include ticker symbols, names, sectors, industry groups, market capitalization, and current prices. For example, the database can track various stocks across different sectors, such as technology, healthcare, and finance, allowing users to monitor their investments effectively.

The to-do tab lists several tasks for future improvements, including adding exchange information for stocks, incorporating estimated earnings dates, and enhancing the submission process with features like toggles for error correction. Notable tasks include setting the importJSON function to execute only on changes, which aims to optimize performance and reduce unnecessary data fetching.

In the admin section, users can manage API keys and dropdown menus for the submit sheet. For instance, API keys from services like Alpha Vantage and FMP Cloud are essential for fetching stock data. The admin tab also specifies the data sources and modules used to gather stock information, including Yahoo! Finance and QuickFS, which provide various industry classifications such as GICS, NAICS, and SIC.

The notes tab provides additional context about the classification systems used within the spreadsheet. It clarifies that the Yahoo Finance industry classification aligns with the Morning Star system, while the S&P 500 industry classification follows the GICS framework. Furthermore, it highlights that QuickFS offers a range of classification data, making it a valuable resource for users seeking comprehensive stock analysis.