Investing & Portfolio Analysis in Excel
Measure returns, risk, diversification, beta and value, with every formula checked on a live spreadsheet. Educational only, not investment advice.
The first lesson is free — no account needed.
About this course
Portfolio analysis in Excel, one formula at a time. You calculate simple, log and total returns, CAGR, volatility and maximum drawdown, portfolio return with SUMPRODUCT, diversification and correlation, Sharpe and Sortino ratios, beta and CAPM, and value a stock with P/E and the dividend discount model. The course is educational and is not investment advice.