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Financial Analytics in Google Sheets

Learn how to build a graphical dashboard with Google Sheets to track the performance of financial securities.

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4 Hours15 Videos56 Exercises
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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.

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In the following Tracks

Finance Fundamentals in Google Sheets

Go To Track
  1. 1

    Monitoring historical prices

    Free

    In the first chapter, you’ll be introduced to the problem: you have a time series of monthly (historical) prices for the hypothetical stock ABC from which you have to extract some meaningful information. You’ll be given some definitions (what is a stock? what are dividends?), and at the end of the chapter, you’ll be able to graphically represent the evolution of a stock price over a specific period.

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    Introduction and first metrics
    50 xp
    What is a stock?
    50 xp
    Count prices and dividends
    100 xp
    Find minimum and maximum prices
    100 xp
    Find minimum and maximum dividends
    100 xp
    Identifying dates with unusual prices
    50 xp
    Find price at a given date
    100 xp
    Find dates with minimum and maximum prices
    100 xp
    Visualizing the price evolution
    50 xp
    Plot a line chart of historical prices
    100 xp
    Customize the chart
    100 xp
    Highlight minimum and maximum prices
    100 xp
  2. 3

    Monitoring the distribution of returns

    In this chapter, you'll look at the full distribution of historical returns. First, you’ll learn how to build a histogram to describe the distribution of historical returns. Second, you’ll be introduced to the Gaussian distribution, a commonly used model for stock returns. You'll visually inspect if the Gaussian model is reasonable for the ABC stock returns. Finally, you'll understand potential flaws with the Gaussian model.

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  3. 4

    Benchmarking performance

    In this final chapter, you’ll benchmark ABC stock against a market index and verify whether ABC outperformed the benchmark or not. The comparison process will be done through several steps/metrics. First, you’ll analyze the cumulative wealth. Next, you’ll extend the comparison using different indicators such as Sharpe Ratio and Drawdown. Finally, you’ll examine the linear relation between ABC stock and the benchmark through the correlation coefficient. At the end of the chapter, you’ll be introduced to more powerful and advanced spreadsheet features that introduce interactivity in your analysis.

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In the following Tracks

Finance Fundamentals in Google Sheets

Go To Track

Datasets

Stock ABC

Collaborators

Collaborator's avatar
Chester Ismay
Collaborator's avatar
Sara Billen
David Ardia HeadshotDavid Ardia

Professor of Quantitative Methods for Finance

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