After doing these courses, I feel confident creating professional visualizations and dashboards
Shoebur RahmanProcurement Specialist, Giz Bangladesh
课程介绍
监控交易资产的演变是金融行业的一项关键技能。 这门全面的课程旨在帮助你掌握使用 Google 表格构建图形仪表板所需的知识和技能。 您将学习如何跟踪和分析金融证券的表现，重点关注假设股票 ABC 的历史价格和股息。 这门课程将引导你完成可视化 ABC 价格、衡量关键收益与风险指标，以及将你的投资表现与基准指数进行比较的过程。 在本课程结束时，您将扎实掌握如何利用 Google 表格创建高效的监控工具，这些工具被交易员和金融分析师广泛用于日常专业工作中。
通过 ABC 股票理解金融证券
在本课程的第一部分，我们将以假设的 ABC 股票为主要示例，深入探索金融证券的世界。 您将学习如何为 ABC 获取历史数据，包括其价格和股息。 本课程的这一部分强调历史数据分析在理解市场趋势和做出明智投资决策中的重要性。 我们将探索在 Google 表格中整理和呈现这些数据的不同方法，帮助你洞察该股票的历史表现和未来潜力。
构建并分析你的仪表板
课程的最后部分将重点介绍如何在 Google 表格中构建你自己的图形仪表板。 本部分是一次动手实践，你将运用所学概念创建一个动态工具，用于监控 ABC 股票的表现。 你将学习如何运用各种 Google Sheets 函数和工具来可视化数据、计算关键风险和收益指标，并将 ABC 的表现与基准指数进行比较。 本节所学技能不仅适用于 ABC 股票，还可迁移到任何金融证券，使您能够熟练创建多功能的金融分析工具。
先修要求
课程大纲
课程大纲
1
Monitoring historical prices
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.
- Introduction and first metrics50 经验值
- What is a stock?50 经验值
- Count prices and dividends 100 经验值
- Find minimum and maximum prices 100 经验值
- Find minimum and maximum dividends 100 经验值
- Identifying dates with unusual prices50 经验值
- Find price at a given date 100 经验值
- Find dates with minimum and maximum prices100 经验值
- Visualizing the price evolution50 经验值
- Plot a line chart of historical prices100 经验值
- Customize the chart100 经验值
- Highlight minimum and maximum prices100 经验值
2
Monitoring historical returns
In this chapter, the core of the analysis will switch from historical prices to historical returns. You’ll learn (and compute) the main performance indicators of past returns, both in terms of reward and risk. Finally, you’ll be introduced to risk-adjusted performance measures: indicators that take into account both reward and risk.
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.
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.
S
在 Google Sheets 中进行金融分析
课程完成
