From the course: Excel for Investment Professionals

Using Excel to make sound investments - Microsoft Excel Tutorial

From the course: Excel for Investment Professionals

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Using Excel to make sound investments

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- [Michael] Hi, if you're managing a portfolio of stocks or securities, either large or small, Excel can be very helpful. Whether you're doing a basic analysis or something complicated involving multiple different securities over a long period of time, Excel is a key tool you'll want to make use of. I'm Dr. Michael McDonald. I'm a professor of finance and a frequent consultant in the investments and finance field for Fortune 500 companies and government agencies. In this course, I'm going to show you how to use Excel to accomplish common investment management tasks. We'll talk about an overview of the different investment management concepts you should know. We'll look at how to do analysis on a single stock or on a larger portfolio. We'll talk about how to do investment evaluation in Excel and compute performance evaluation metrics, ranging from sharp ratios to Sortino metrics and trainer measures. Do you want to do a better job of managing your portfolio? Let me help you get started.

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