Do you manage a portfolio of stocks or securities? Microsoft Excel offers professionals in the investment industry with a bevy of tools that they can use to make sound investments. In this course, learn how to leverage these tools and perform key investment-related activities in Excel, including investment evaluation and analysis on a stock or portfolio. Professor Michael McDonald provides an overview of the major tasks in the investment industry, and then digs into how to do single stock investment analysis. He also goes over how to compute expected returns on a stock and a portfolio, value a bond in Excel, compute performance evaluation metrics, and more.
Leveraging investment-specific Excel tools
Computing momentum and trends in stock prices
Computing risk and return for an investment portfolio
Calculating stock returns
Analyzing investment ratios for a firm
Applying Excel to make data-based investment decisions
Skill Level Intermediate
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