Personal Finance in Excel
Budget, track spending, pay off debt and plan savings, investing and retirement in a live spreadsheet that checks your work.
Catalog
Investing & Personal Finance courses
Every course ends with a final exam and a verifiable certificate. The first lesson is always free.
Investing & Personal Finance
Personal finance, portfolios, options, bonds and real estate — the maths behind your money decisions.
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.
Real Estate Investment Analysis
Analyse a 12-unit apartment building from NOI to IRR, plus rent vs buy, with every formula checked on a live spreadsheet. Educational only, not investment advice.
Options & Derivatives Basics in Excel
Price forwards, chart option payoffs and strategies, test put-call parity, build binomial trees, run Black-Scholes, the Greeks and implied volatility in a live spreadsheet, every cell checked. Educational only, not trading advice.
Real Estate Development & Equity Waterfalls
Take a 120-unit apartment project from land bid and budget through construction loan, lease-up and sale to the investor waterfall, every formula checked live. Educational only, not investment advice.
Retirement & Financial Independence Planning
Income need, inflation, years to FI, saving plans, employer match and fees, withdrawals, sequence risk and annuities: 8 labs with one plan. Educational, not financial advice.
Dividend & Income Investing in Excel
Measure yield, payout safety, dividend growth, DRIP compounding, portfolio income and total return, with every formula checked on a live spreadsheet. Educational only, not investment advice.
Stock Market, ETF & Index Fund Investing
Understand share prices, P/E, total return, compounding, index funds vs active funds, diversification, dollar-cost averaging, rebalancing and trading costs, with every formula checked on a live spreadsheet. Educational only, not investment advice.
Value Investing & Intrinsic Value
Measure owner earnings and quality, price stocks with P/E, P/B and EV/EBIT, apply Graham's tests, build a DCF and a reverse DCF, set a margin of safety and score a checklist, all on a live spreadsheet. Educational only, not investment advice.
Technical Analysis Indicators in Excel
Build candles, moving averages, crossovers, RSI, MACD, Bollinger Bands and breakout levels from raw prices, then backtest a rule against buy-and-hold, every cell checked. Educational only, not trading advice.
Forex Trading Math & Risk Management
Read quotes and spreads, value pips across lot sizes, calculate P&L, margin and margin level, size positions from risk %, and measure R:R, cross rates, swap and expectancy, every cell checked. Educational only, not trading advice.
Short-Term Rental Investment Analysis
Analyse one 2-bed apartment as a short-term rental: occupancy, ADR and RevPAR, seasonal forecast, fees, NOI, financing vs a long-term let, arbitrage, dynamic pricing and break-even. Educational only, not investment advice.