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Bekhruzbek Ochilov, MCSI, PAGRC
In this 1-hour long project-based course, you will learn how to compare the performance of different securities using financial statistics (normal distributions) and the Google Sheets toolkit to decide which one performed the best in terms of risk-to-return (risk-to-reward) metrics. This will teach you how basic risk management using quantitative analysis is done and is applied in calculating mean returns of the stock, variance, standard deviation, the Sharpe ratio, and Sortino Ratio.
Read more
In this 1-hour long project-based course, you will learn how to compare the performance of different securities using financial statistics (normal distributions) and the Google Sheets toolkit to decide which one performed the best in terms of risk-to-return (risk-to-reward) metrics. This will teach you how basic risk management using quantitative analysis is done and is applied in calculating mean returns of the stock, variance, standard deviation, the Sharpe ratio, and Sortino Ratio.
Read more
In this 1-hour long project-based course, you will learn how to compare the performance of different securities using financial statistics (normal distributions) and the Google Sheets toolkit to decide which one performed the best in terms of risk-to-return (risk-to-reward) metrics. This will teach you how basic risk management using quantitative analysis is done and is applied in calculating mean returns of the stock, variance, standard deviation, the Sharpe ratio, and Sortino Ratio.
Note: This course works best for learners who are based in the North America region. We're currently working on providing the same experience in other regions.
This course's content is not intended to be investment advice and does not constitute an offer to perform any operations in the regulated or unregulated financial market.
Register for this course and see more details by visiting:
OpenCourser.com/course/31beeu/compare
What's inside
Syllabus
Compare Stock Returns with Google Sheets
By the end of the project, you will be able to compare the performance of different securities using financial statistics (normal distributions) and the Google Sheets toolkit to decide which one performed the best in terms of risk-to-return (risk-to-reward) metrics. This will teach you how basic risk management using quantitative analysis is done and is applied in calculating mean returns of the stock, variance, standard deviation, the Sharpe ratio and Sortino Ratio.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Offers a highly relevant foundational introduction to core fundamentals of financial statistics and their application in investment risk management
Teaches how to utilize quantitative analysis in stock performance and risk assessment, a highly sought-after skill in the finance industry
Covers statistical metrics such as mean returns, variance, standard deviation, Sharpe ratio, and Sortino Ratio, equipping learners with industry-standard tools
Leverages Google Sheets, a widely accessible and industry-recognized tool, for practical application of financial concepts
Designed for individuals in North America, which may limit accessibility for learners in other regions
Assumes a foundational understanding of financial principles, which may be a barrier for complete beginners
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Reviews summary
Compare stock returns with google sheets
learners say this is a good course for beginners to learn about stock returns and financial ratios like the Sharpe ratio and Sortino ratio using Google Sheets. The course is well-received and includes a hands-on project where you can practice what you learn. However, some learners found the instructor's accent difficult to understand and the project too basic.
Allows you to apply what you learn in a practical setting.
"Great learning opportunity"
"It is a great guided course project."
"A nice on hands project in the financial and market risk basics."
Great for learners with little to no experience in stock analysis.
"Good for beginners"
"good for beginners"
"Very nice course for beginners"
Some learners found the project too basic and lacking in depth.
"Too easy project! Nothing much learned"
"More detailed project containing all the main terms explanation could have been better to understand fully."
May be difficult for some learners to understand.
"The instructor's teaching method is kinda hard to understand"
"The instructor uses a different method to calculate the Sortino ratio, which also gives different results. Now I'm confused about which one to follow."
"The accent is funny though. I did laugh at "Google Shiits.""
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Compare Stock Returns with Google Sheets with these
activities:
Curate a Financial Resources Collection
Show steps
Compile a comprehensive list of financial resources, including websites, articles, and tools, to support your ongoing learning and investment decisions.
Show steps
-
Search for and identify reputable financial websites, blogs, and forums.
-
Bookmark and organize the resources in a central location, such as a Google Doc or spreadsheet.
-
Review and update the collection regularly to ensure its relevance and accuracy.
Calculate Financial Statistics Using Google Sheets
Show steps
Reinforce your understanding of the financial statistics used in the course by practicing their calculation in a practical setting.
Browse courses on
Financial Statistics
Show steps
-
Create a copy of the provided Google Sheets template.
-
Import historical stock data for the securities you want to compare.
-
Use Google Sheets formulas to calculate the mean return, variance, standard deviation, Sharpe ratio, and Sortino Ratio for each security.
-
Compare the results to identify the security with the best risk-to-return profile.
Explore Advanced Google Sheets Techniques
Show steps
Enhance your proficiency in Google Sheets by exploring its advanced features and techniques, which will support your financial analysis tasks.
Browse courses on
Google Sheets
Show steps
-
Find and follow online tutorials on advanced Google Sheets functions, such as INDEX, MATCH, and QUERY.
-
Practice using these functions in your own Google Sheets.
-
Apply the advanced techniques to enhance your stock performance dashboard or other financial analysis projects.
Three other activities
Expand to see all activities and additional details
Show all six activities
Attend a Financial Analysis Workshop
Show steps
Expand your knowledge and skills by attending a workshop led by industry experts, providing practical insights and hands-on exercises.
Browse courses on
Financial Analysis
Show steps
-
Research and identify relevant financial analysis workshops.
-
Register and attend the workshop.
-
Actively participate in discussions and exercises.
-
Follow up with the workshop organizers or speakers for additional resources and support.
Design a Stock Performance Dashboard
Show steps
Create a visual representation of the key performance metrics covered in the course to enhance your understanding and facilitate decision-making.
Show steps
-
Identify the key metrics you want to track, such as mean return, standard deviation, and Sharpe ratio.
-
Choose a data visualization tool, such as Google Sheets or Tableau.
-
Design and create a dashboard that visualizes the metrics in an informative and visually appealing way.
-
Use the dashboard to track the performance of your chosen securities over time.
Mentor a Junior Investor
Show steps
Reinforce your understanding and contribute to the community by guiding a less experienced investor, sharing your knowledge and providing support.
Browse courses on
Mentoring
Show steps
-
Reach out to organizations or platforms that connect mentors with mentees.
-
Get matched with a junior investor and establish a mentoring relationship.
-
Provide guidance and support on financial concepts, investment strategies, and risk management.
-
Regularly check in with your mentee and adjust your approach as needed.
Curate a Financial Resources Collection
Show steps
Compile a comprehensive list of financial resources, including websites, articles, and tools, to support your ongoing learning and investment decisions.
Show steps
Show steps
Show steps
- Search for and identify reputable financial websites, blogs, and forums.
- Bookmark and organize the resources in a central location, such as a Google Doc or spreadsheet.
- Review and update the collection regularly to ensure its relevance and accuracy.
Calculate Financial Statistics Using Google Sheets
Show steps
Reinforce your understanding of the financial statistics used in the course by practicing their calculation in a practical setting.
Browse courses on
Financial Statistics
Show steps
Show steps
Show steps
- Create a copy of the provided Google Sheets template.
- Import historical stock data for the securities you want to compare.
- Use Google Sheets formulas to calculate the mean return, variance, standard deviation, Sharpe ratio, and Sortino Ratio for each security.
- Compare the results to identify the security with the best risk-to-return profile.
Explore Advanced Google Sheets Techniques
Show steps
Enhance your proficiency in Google Sheets by exploring its advanced features and techniques, which will support your financial analysis tasks.
Browse courses on
Google Sheets
Show steps
Show steps
Show steps
- Find and follow online tutorials on advanced Google Sheets functions, such as INDEX, MATCH, and QUERY.
- Practice using these functions in your own Google Sheets.
- Apply the advanced techniques to enhance your stock performance dashboard or other financial analysis projects.
Three other activities
Expand to see all activities and additional details
Show all six activities
Attend a Financial Analysis Workshop
Show steps
Expand your knowledge and skills by attending a workshop led by industry experts, providing practical insights and hands-on exercises.
Browse courses on
Financial Analysis
Show steps
Show steps
Show steps
- Research and identify relevant financial analysis workshops.
- Register and attend the workshop.
- Actively participate in discussions and exercises.
- Follow up with the workshop organizers or speakers for additional resources and support.
Design a Stock Performance Dashboard
Show steps
Create a visual representation of the key performance metrics covered in the course to enhance your understanding and facilitate decision-making.
Show steps
Show steps
Show steps
- Identify the key metrics you want to track, such as mean return, standard deviation, and Sharpe ratio.
- Choose a data visualization tool, such as Google Sheets or Tableau.
- Design and create a dashboard that visualizes the metrics in an informative and visually appealing way.
- Use the dashboard to track the performance of your chosen securities over time.
Mentor a Junior Investor
Show steps
Reinforce your understanding and contribute to the community by guiding a less experienced investor, sharing your knowledge and providing support.
Browse courses on
Mentoring
Show steps
Show steps
Show steps
- Reach out to organizations or platforms that connect mentors with mentees.
- Get matched with a junior investor and establish a mentoring relationship.
- Provide guidance and support on financial concepts, investment strategies, and risk management.
- Regularly check in with your mentee and adjust your approach as needed.
Career center
Learners who complete Compare Stock Returns with Google Sheets will develop knowledge and skills
that may be useful to these careers:
Financial Analyst
Financial Analyst
In your role as a Financial Analyst, you will provide expert financial advice to clients. You will evaluate and recommend sound financial strategies, such as investment plans. The Google Sheets skills taught in this course, such as data analysis and financial modeling, will prove invaluable as you manage client portfolios and aid in developing strategies.
Quantitative Analyst
Quantitative Analyst
In your role as a Quantitative Analyst, you will be responsible for developing and implementing mathematical models to analyze financial data. This course will provide you with a strong foundation in financial statistics and Google Sheets, which are essential skills for success in this field.
Investment Banker
Investment Banker
As an Investment Banker, you will help companies raise capital and make strategic decisions. Your strong understanding of financial markets will be essential in this role, and the Google Sheets skills you gain from this course will help you to analyze financial data, build financial models, and make informed recommendations.
Portfolio Manager
Portfolio Manager
As a Portfolio Manager, you will be responsible for managing investment portfolios for clients. The Google Sheets skills taught in this course, such as data analysis and financial modeling, will be essential in this role, as you will need to track and analyze portfolio performance, and make informed investment decisions.
Risk Manager
Risk Manager
In your role as a Risk Manager, you will be responsible for identifying and mitigating financial risks for your organization. The Google Sheets skills taught in this course, such as data analysis and financial modeling, will be essential in this role, as you will need to analyze financial data and develop strategies to manage risk.
Data Analyst
Data Analyst
As a Data Analyst, you will be responsible for collecting, analyzing, and interpreting data to help businesses make informed decisions. The Google Sheets skills taught in this course, such as data cleaning and visualization, will be essential in this role.
Investment Analyst
Investment Analyst
As an Investment Analyst, you will be responsible for analyzing investment opportunities and making recommendations to clients. The Google Sheets skills taught in this course, such as data analysis and financial modeling, will be essential in this role, as you will need to analyze financial data and make informed investment decisions.
Statistician
Statistician
As a Statistician, you will be responsible for collecting, analyzing, and interpreting data to help businesses make informed decisions. The Google Sheets skills taught in this course, such as data cleaning and visualization, will be essential in this role.
Risk Analyst
Risk Analyst
In your role as a Risk Analyst, you will be responsible for identifying and mitigating financial risks for your organization. The Google Sheets skills taught in this course, such as data analysis and financial modeling, will be essential in this role, as you will need to analyze financial data and develop strategies to manage risk.
Actuary
Actuary
In your role as an Actuary, you will be responsible for assessing financial risks and liabilities for insurance companies and other financial institutions. The Google Sheets skills taught in this course, such as data analysis and financial modeling, will be essential in this role.
Financial Planner
Financial Planner
In your role as a Financial Planner, you will help clients to achieve their financial goals. The Google Sheets skills taught in this course, such as budgeting and financial planning, will be essential in this role, as you will need to develop and implement financial plans for clients.
Business Analyst
Business Analyst
As a Business Analyst, you will be responsible for analyzing business processes and making recommendations for improvement. The Google Sheets skills taught in this course, such as data analysis and financial modeling, will be essential in this role, as you will need to analyze data and make recommendations to improve business performance.
Auditor
Auditor
As an Auditor, you will be responsible for examining financial records to ensure accuracy and compliance with regulations. The Google Sheets skills taught in this course, such as data analysis and financial modeling, will be essential in this role, as you will need to analyze financial data and make recommendations to improve financial reporting.
Tax Accountant
Tax Accountant
In your role as a Tax Accountant, you will be responsible for preparing tax returns and providing tax advice to clients. The Google Sheets skills taught in this course, such as data analysis and financial modeling, will be essential in this role, as you will need to analyze financial data and make recommendations to minimize tax liability.
Consultant
Consultant
In your role as a Consultant, you will be responsible for providing expert advice to businesses on a variety of topics. The Google Sheets skills taught in this course, such as data analysis and financial modeling, will be essential in this role, as you will need to analyze data and make recommendations to improve business performance.
For more career information including salaries, visit:
OpenCourser.com/course/31beeu/compare
Reading list
We've selected eight books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Compare Stock Returns with Google Sheets.
This classic text serves as an essential foundation for understanding value investing principles. By emphasizing the importance of a margin of safety and long-term thinking, it aligns well with the course's focus on risk-adjusted returns.
Provides a comprehensive overview of risk management and financial institutions. It great resource for learners who want to gain a deeper understanding of the risks faced by financial institutions and how these risks are managed.
Save
Offering a comprehensive perspective on risk management, this handbook covers various aspects of risk identification, assessment, and mitigation. It provides a solid foundation for understanding the broader context of risk management.
This thought-provoking book examines the evolving nature of risk in the 21st century. By exploring systemic risks and the impact of technology, it provides a broader perspective on the challenges and opportunities in risk management.
Provides a comprehensive overview of investment analysis and portfolio management. It great resource for learners who want to gain a deeper understanding of the investment process and how to manage a portfolio of investments.
Classic guide to value investing. It great resource for learners who want to learn how to invest wisely and avoid common pitfalls.
Classic guide to security analysis. It great resource for learners who want to learn how to analyze stocks and bonds and make informed investment decisions.
Provides a comprehensive overview of quantitative risk management. It great resource for learners who want to gain a deeper understanding of the quantitative techniques used to manage risk.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/31beeu/compare
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Effort
3 hours
Level
Introductory
Via
Coursera
Institution
Coursera Project Network
Instructor
Bekhruzbek Ochilov, MCSI, PAGRC
Language
English
Good to know
Offers a highly relevant foundational introduction to core fundamentals of financial statistics and their application in investment risk management
Teaches how to utilize quantitative analysis in stock performance and risk assessment, a highly sought-after skill in the finance industry
Covers statistical metrics such as mean returns, variance, standard deviation, Sharpe ratio, and Sortino Ratio, equipping learners with industry-standard tools
Leverages Google Sheets, a widely accessible and industry-recognized tool, for practical application of financial concepts
Designed for individuals in North America, which may limit accessibility for learners in other regions
Assumes a foundational understanding of financial principles, which may be a barrier for complete beginners
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