DataCamp

Financial Analytics in Google Sheets

Name: Financial Analytics in Google Sheets
Availability: InStock
Rating: 4.8 (128 reviews)

4.8(128)25k students

Korshub's take

The Korshub Take

This beginner-level finance course provides a hands-on approach to tracking traded assets by constructing an interactive graphical dashboard in Google Sheets. Focusing on historical prices and dividends through a practical case study, it bridges foundational financial concepts with cloud spreadsheet analytical tools used daily by traders and financial analysts.

Who It's For

Aspiring financial analysts, traders, and spreadsheet users looking to build custom asset monitoring tools and master fundamental risk-reward measurement in Google Sheets.

Key Takeaways

Security Analysis Basics: Learn how to source, organize, and inspect historical price and dividend data to uncover key market trends.
Dashboard Construction: Implement built-in Google Sheets functions to design a dynamic graphical dashboard for continuous portfolio monitoring.
Risk & Reward Metrics: Measure core risk and return indicators while benchmarking individual security performance against market indices.

About this course

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.