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Financial Analytics in Google Sheets

Beginner
Updated 12/2024
Learn how to build a graphical dashboard with Google Sheets to track the performance of financial securities.
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Google SheetsApplied Finance4 hours15 videos56 exercises4,650 XP23,454Statement of Accomplishment

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Course Description

Monitoring the evolution of traded assets is a crucial skill in the finance sector. This comprehensive course is designed to equip you with the knowledge and skills to build a graphical dashboard using Google Sheets. You will learn to track and analyze the performance of financial securities, focusing on historical prices and dividends of the hypothetical stock ABC. The course will guide you through the process of visualizing the prices of ABC, measuring essential reward and risk indicators, and comparing your investment's performance against a benchmark index. By the end of this course, you'll have a solid understanding of how to utilize Google Sheets to create effective monitoring tools that are widely used by traders and financial analysts in their everyday professional activities.

Understanding Financial Securities with ABC Stock

In the first section of the course, we delve into the world of financial securities using the hypothetical ABC stock as our primary example. You will learn how to source historical data for ABC, including its prices and dividends. This part of the course emphasizes the importance of historical data analysis in understanding market trends and making informed investment decisions. We will explore different methods to organize and present this data in Google Sheets, enabling you to gain insights into the stock's past performance and future potential.

Building and Analyzing Your Dashboard

The final part of the course focuses on building your own graphical dashboard in Google Sheets. This section is a hands-on experience where you apply the concepts learned to create a dynamic tool for monitoring the performance of ABC stock. You will learn how to implement various Google Sheets functions and tools to visualize data, calculate key risk and reward indicators, and compare ABC's performance with a benchmark index. The skills acquired in this section are not just applicable to ABC stock but can be transferred to any financial security, making you adept at creating versatile financial analysis tools.

Prerequisites

Data Visualization in Google Sheets
1

Monitoring historical prices

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2

Monitoring historical returns

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3

Monitoring the distribution of returns

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4

Benchmarking performance

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Financial Analytics in Google Sheets
Course
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