Build an ultimate stock monitoring list using Google Sheets from Coursera

By the end of this project, you will be able to create a stock monitoring tracker using only Google sheets, which will help you track all your stock investments. The stock monitor list will automatically give you the live updated stock price as well as the percent change since a day ago. In addition to that it also provides the market capitalization of the stock as well as the 52-week high and low and the percentage that the current price is off of those 52-week high and lows. You can use a stock monitor like this for help categorizing your investment types as well as laying out potential buy or sell price thresholds that you might use to enter or exit out of a position. Based on these target buy or sell prices the monitor list will automatically calculate a stock rating for you determining whether the stock is a buy hold or sell and how far off each of those stocks is from the buy price. In addition to this you can use this information on the stock monitor list to create useful graphics and tools to get a quick visual sense of the information provided in the monitor list Along the way, you will be applying and practicing the basic features of spreadsheets such as formatting and calculations, as well as create tables and charts to use in your financial management that are efficient and versatile. This project will help you better manage your stock finances.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Suitable for individuals managing their own stock finances

Provides practical skills in spreadsheet functions and financial management

Offers visual representations of data for quick analysis

Requires proficiency in spreadsheet software

Assumes basic financial literacy

Focuses on Google Sheets, which may not be suitable for all users

Reviews summary

Informative stock monitoring list project

Review data is gathered from 1 5-star review. Overall, the feedback has been very positive, indicating that students find this Google Sheets-based project to be useful in managing their stock finances. The course effectively teaches basic spreadsheet features like formatting, calculations, tables, and charts. Students particularly appreciate the automatic updates, visual graphics, and ease of use.

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 Build an ultimate stock monitoring list using Google Sheets with these activities:

Start by reviewing prerequisites

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This will get you back up to speed on the basics that will be covered in this course.

Browse courses on Spreadsheets

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Review which mathematical operations are used in spreadsheets
Review how to make calculations using spreadsheet formulas

Practice using spreadsheet formulas

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Exercises like these can help you master the basics of spreadsheet formula use.

Browse courses on Formulas

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Work through practice problems involving basic spreadsheet formulas
Create a spreadsheet model to track your own personal finances

Create a visual guide to spreadsheet functions

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This activity will further reinforce your knowledge of spreadsheet functions and how to use them.

Browse courses on Visual Aids

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Design a visual representation for some of the most common spreadsheet functions
Create a one-page handout that describes the functions and includes visual representations

Three other activities

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Review a book on spreadsheet modeling

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This activity provides additional context and examples for using spreadsheets in practice.

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Read the book and take notes on the key concepts
Apply the concepts to your own spreadsheet models

Explore advanced spreadsheet techniques

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This activity will round out your spreadsheet knowledge and expose you to more advanced topics.

Browse courses on Data Analysis

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Follow a tutorial on how to use pivot tables to summarize and analyze data
Learn how to create and use macros to automate spreadsheet tasks

Design a spreadsheet template for tracking stock investments

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This activity will allow you to apply your spreadsheet skills to a real-world problem.

Browse courses on Spreadsheet Design

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Identify the key data points that you need to track for your stock investments
Design a spreadsheet template that includes formulas to calculate relevant metrics
Use your template to track your own stock investments

Career center

Learners who complete Build an ultimate stock monitoring list using Google Sheets will develop knowledge and skills that may be useful to these careers:

Financial Analyst

Financial Analysts typically help businesses and individuals with investment decisions. They predict future financial performance of companies. This stock monitoring course would be helpful for this career, as it teaches users how to build a stock monitoring list, understand important financial metrics like market cap, 52-week high/low, and P/E ratio, and build charts and other visualizations of financial data.

See salaries and explore the career path for Financial Analyst

Data Analyst

Data analysts help businesses make decisions by analyzing data. They use a variety of statistical techniques to clean, organize, and analyze data. This stock monitoring course may be useful for this career, as it will teach users how to use spreadsheets to clean, organize, and analyze financial data.

See salaries and explore the career path for Data Analyst

Investment Banker

Investment Bankers help raise capital for companies through the issuance of debt and equity securities. They also advise companies on mergers and acquisitions and other strategic transactions. This stock monitoring course may be useful for this career, as it will help users understand the different uses of stock monitoring lists for different types of investments.

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Portfolio Manager

Portfolio Managers make investment decisions for individuals and institutions. They manage investment portfolios according to specific investment objectives and risk tolerance levels. This stock monitoring course may be useful for this career, as it will help users understand how to create and manage a stock monitoring list, and how to use this information to make investment decisions.

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Trader

Traders buy and sell securities for profit. They use a variety of trading strategies to try and profit from price movements in the financial markets. This stock monitoring course may be useful for this career, as it will help users understand how to create and manage a stock monitoring list, and how to use this information to make trading decisions.

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Financial Planner

Financial Planners help individuals and families with financial planning and investment management. They develop financial plans and provide advice on a variety of financial topics, including retirement planning, estate planning, and investment management. This stock monitoring course may be useful for this career, as it will help users understand the different types of investments and how to track their performance.

See salaries and explore the career path for Financial Planner

Financial Advisor

Financial Advisors provide financial advice to individuals and families. They help clients with a variety of financial planning needs, including retirement planning, estate planning, and investment management. This stock monitoring course may be useful for this career, as it will help users understand the different types of investments and how to track their performance.

See salaries and explore the career path for Financial Advisor

Tax Preparer

Tax Preparers help individuals and businesses with tax planning and preparation. They prepare tax returns and provide advice on a variety of tax-related issues. This stock monitoring course may be useful for this career, as it will help users understand the basics of tax law and financial reporting.

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Consultant

Consultants provide advice and guidance to businesses on a variety of topics, including strategy, operations, and finance. This stock monitoring course may be useful for this career, as it will help users understand the basics of financial analysis and reporting.

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Auditor

Auditors examine the financial records of businesses and individuals to ensure that they are accurate and compliant with accounting regulations. This stock monitoring course may be useful for this career, as it will help users understand the basics of accounting and financial reporting.

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Accountant

Accountants prepare and maintain financial records for businesses and individuals. They also provide tax preparation and accounting services. This stock monitoring course may be useful for this career, as it will help users understand the basics of accounting and financial reporting.

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Entrepreneur

Entrepreneurs start and run their own businesses. They are responsible for all aspects of their business, including finance, marketing, and operations. This stock monitoring course may be useful for this career, as it will help users understand the basics of financial management and reporting.

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Market Researcher

Market Researchers collect and analyze data about consumer behavior and market trends. They use this information to help businesses make decisions about new products and services. This stock monitoring course may be useful for this career, as it will help users understand the basics of data analysis and financial reporting.

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Business Analyst

Business Analysts help businesses improve their operations and performance. They use a variety of analytical techniques to identify problems and develop solutions. This stock monitoring course may be useful for this career, as it will help users understand the basics of data analysis and financial reporting.

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Teacher

Teachers educate students in a variety of subjects. They develop and deliver lesson plans, grade assignments, and provide feedback to students. This stock monitoring course may be useful for this career, as it will help users understand the basics of financial literacy and reporting.

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