In this repository I'm keeping some spreadsheets I've used for practicing financial data analysis as part of the following Coursera Projects:
Compare Stock Returns with Google Sheets
- Calculate stock returns using stock price historical data
- Calculate the average return of a stock and its volatility
- Use Sharpe and Sortino Ratios to calculate risk-adjusted stock performance
- Use Sharpe and Sortino Ratios to compare performances of different stocks
- Project: https://www.coursera.org/projects/compare-stock-returns-google-sheets
- Result: https://docs.google.com/spreadsheets/d/e/2PACX-1vTNbTszbD1Qm0RSK6j_V2Q79cZnMvj3KbYnZ0Zoq4Lou54bBoIA6OGNxP_XotU8Ipbkc1BKS7si_Y2E/pubhtml
- Proof of completion: http://coursera.org/verify/PDSTRMZ645LX
Google Finance for Google Sheets
- Stock prices and candlestick chart
- Extracting financial information
- Working with financial information
- Mutual funds
- Forex and stock sparklines
- Project: https://www.coursera.org/projects/google-finance-functions-google-sheets
- Result: https://docs.google.com/spreadsheets/d/e/2PACX-1vSPg7FjGiC3ikmUB8AFq-NJydiOtT2DqFNI37tND1bgAN3bzoU_VWdwiFKslikBVzO7ef7EnoSaZmgC/pubhtml
- Proof of completion: http://coursera.org/verify/C6J67UW6G52Y
Investment Risk Management
- Introduction to Risk
- Monthly returns and Standard Deviation
- Calculating Beta
- Calculating Treynor Ratio
- Calculating Value at Risk
- Graphing and conclusion
- Project: https://www.coursera.org/projects/investment-risk-management
- Result: https://docs.google.com/spreadsheets/d/e/2PACX-1vR-ydHzGiHUH9blefSNe2usIWJegwjI8RS6V9Pj4ZhRqxTavPsqEkxuqEBjWD8IkN0L3Ankx59kF7GO/pubhtml
- Proof of completion: http://coursera.org/verify/EB35ET8SWT89
Seeking Investment Alpha
- Calculating Portfolio Returns
- Annualized Returns and Standard Deviation
- Sharpe Ratio
- Variance and Covariance
- Individual and Portfolio Beta
- Investment Alpha
- Project: https://www.coursera.org/projects/seeking-investment-alpha
- Result: https://docs.google.com/spreadsheets/d/e/2PACX-1vSOmiedjNUx64TspAOxUslHBQqLuldc3KV8lFkQBHmx1H5IjFB4Ivkw8IqX66LlX2hh3RQjj1imKlMi/pubhtml
- Proof of completion: http://coursera.org/verify/SKMTNXCYYKLV
Portfolio Optimization using Markowitz Model
- Calculate covariance and correlation of two assets
- Calculate variance and Sharpe ratio for two-asset portfolio
- Use Markowitz model to optimize for the highest Sharpe ratio in two-asset portfolio
- Understand what the efficient frontier is and how it is applied in portfolio management
- Project: https://www.coursera.org/projects/portfolio-optimization-markowitz-model
- Result: https://docs.google.com/spreadsheets/d/e/2PACX-1vSSz9tuuZXUOrO7uaXLYWXA2VCMI2Ct_YZp9of2Y2lRNEN5EBudLGevbvzMoPmeoVFTJ0cP6eoVWnOc/pubhtml
- Proof of completion: http://coursera.org/verify/9LX6YMGF6UEJ
Credits: Bekhruzbek Ochilov