Terminal – Updated on June 28, 2025.
The Bastion Terminal is a set of Excel-based tools that I use for stock analysis and generating investment ideas.
The Excel Terminal data is updated at least once a week on Mondays. You can read more about what’s available in the terminal here:
📘Bastion Terminal: List of Spreadsheets and Visualizations
What You Get with a Pro Subscription:
📂 Stock Dashboards – A powerful Excel file featuring 5 interactive dashboards that cover the 500 largest US companies and ~100 key global stocks. Just type in a ticker or company name in the input cell, and all dashboards update instantly with the latest data. Perfect for quickly assessing opportunities or screening names on your watchlist.
📂 Strategy Builder – Scan over 3,500 global stocks using dozens of metrics and predefined strategies. Sort, filter, and find high-ranking stocks in minutes. Ideal for discovering fresh, data-driven investment ideas.