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Ratio Maker - Quick Reference Card

Color Guide (At-a-Glance)

Orange        ->  Operators      ->  + - * /
Yellow        ->  Brackets       ->  ( )
Green         ->  IS: Items      ->  Revenue, Net Income, EBITDA
Light Blue    ->  BS: Items      ->  Total Assets, Cash, Debt
Purple        ->  P:/CF: Items  ->  Closing Price, Free Cash Flow
Yellow-Orange ->  Functions      ->  AVERAGE, SUM, MAX, MIN
Light Blue    ->  Numbers        ->  100, 1.5, 3.14
Red + Wave    ->  Errors         ->  Typos, invalid fields

Button Layout (Horizontal)

Operators:  [ + ]  [ - ]  [ * ]  [ / ]  [ ( ]  [ ) ]

Common Formulas

Gross Margin

(IS: Revenue - IS: Cost of Revenue) / IS: Revenue

Current Ratio

BS: Current Assets / BS: Current Liabilities

P/E Ratio

P: Closing Price / IS: Earnings Per Share

ROE (Return on Equity)

IS: Net Income / BS: Total Equity

Debt-to-Equity

BS: Total Debt / BS: Total Equity

Operating Margin

IS: Operating Income / IS: Revenue

Working Capital

BS: Current Assets - BS: Current Liabilities

Error Detection

Valid

IS: Revenue / IS: Cost of Revenue

All green/blue, no red!

Invalid (Typos)

IS: Reveneu / BS: Totl Assets

Red wavy underlines on typos!

Keyboard Tips

  • Type directly in formula area
  • Use field selector dropdown for autocomplete
  • Copy/paste formulas if needed
  • Operators auto-space

Pre-Save Checklist

  1. No red errors
  2. All fields are green/blue/purple
  3. Operators are orange/yellow
  4. Brackets match
  5. Formula makes sense

Quick Actions

Action How
Add field Select then Insert Field
Add operator Click operator button
Add function Click Advanced Functions
Add notes Click Notes
Save ratio Click Save
Cancel Click Cancel

Function Reference

Available Functions

  • AVERAGE - Moving average
  • SUM - Summation
  • MAX - Maximum value
  • MIN - Minimum value
  • MEDIAN - Median value
  • STDEV - Standard deviation
  • VAR - Variance
  • COUNT - Count values
  • GROWTH_RATE - Growth rate

Function Syntax

FUNCTION_NAME(Data Source, Period)

Example:

AVERAGE(IS: Revenue, 50 periods)

Color Legend (In App)

Look for this row above the formula preview:

[Operators] [Brackets] [IS: Items] [BS: Items] [P: Items] [Functions] [Errors]

Each label matches its color!

Troubleshooting

Issue Solution
No colors Check PySide6 installed (Python mode)
Everything red Verify fields loaded correctly
Button doesn’t change Toggle fraction checkbox
Can’t save Fix red errors first

File Locations

  • Ratio Config: Importing/ratio_config.json
  • Python App: Importing/ratio_maker.py
  • Electron App: ElectronHome/src/renderer.js (Ratios tab)

Documentation

  1. Advanced Ratio Features - Full feature guide
  2. Color Reference - Complete color palette
  3. Creating Ratios - Creating ratios guide

All in the Guides section of this website!

Version: Current Theme: Dark with VS Code colors Layout: Horizontal operators Highlighting: Real-time syntax colors