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Therese Brown
Have you ever wondered how to capture the always-changing stock prices of various companies into a concise dashboard? Global stock markets are ecosystems containing many changing data such as company stock prices, volumes, and currencies. Traders, bankers,...
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Have you ever wondered how to capture the always-changing stock prices of various companies into a concise dashboard? Global stock markets are ecosystems containing many changing data such as company stock prices, volumes, and currencies. Traders, bankers, investors and many more watch how these markets interact with changing news, which can ultimately impact their investment portfolios. By the end of this project, you will be able to create a stock dashboard using Google Sheets. You will use Google Sheets inbuilt formulas to come up with recent data that was traded in the New York Stock Exchange (NYSE), and use data visualization to summarize multiple data points into charts and infographics to make it easy to understand how particular stocks performed over a given period. 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.
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Good to know

Know what's good
, what to watch for
, and possible dealbreakers
May appeal to students who want to learn more about finance and stock markets
Suitable for learners with little to no knowledge of Google Sheets
May not be as relevant for learners based outside the North America region

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Reviews summary

Learn to create a stock dashboard

This course teaches students to create a stock dashboard using Google Sheets. The course is praised by students for its simplicity and clarity. Students also appreciate the fact that the course is project-based, which allows them to apply their learning immediately.
Hands-on learning project
"As a first time learner at coursera i feel i am such a great platform to learn and groom our resume."
Easy to follow and understand
"Fácil y claro de aplicar!"
"Straight to the points!"

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 Create a Stock Dashboard Using Google Sheets with these activities:
Review general principles of finance
Reviewing the foundational theories and principles will strengthen your comprehension of the advanced topics explored in the course.
Browse courses on Finance
Show steps
  • Read textbook chapters on finance basics
  • Solve practice problems on financial concepts
  • Attend a refresher course or workshop on finance
Create a comprehensive study guide
Having a comprehensive study guide will provide you with a valuable resource for revising the course material and preparing for assessments.
Show steps
  • Organize and summarize class notes, textbook readings, and other course materials
  • Include key concepts, formulas, and examples
  • Review and update the study guide regularly
Join a study group to discuss stock market trends
Engaging with peers will allow you to exchange ideas, collaborate on projects, and gain different perspectives on the course material.
Show steps
  • Find or create a study group with other students
  • Meet regularly to discuss assigned topics or work on group projects
  • Share notes, insights, and resources with each other
Four other activities
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Show all seven activities
Follow online tutorials on stock market analysis
Guided tutorials will help you supplement the course material with additional insights and perspectives.
Show steps
  • Search for tutorials on specific stock market topics
  • Watch and take notes on the tutorials
  • Apply the techniques learned in the tutorials to your own stock market analysis
Do practice problems on stock valuation
Practice problems will test your understanding of the material and reinforce the concepts taught in the course.
Show steps
  • Find practice problems in textbooks or online resources
  • Solve the problems using the techniques learned in the course
  • Check your solutions against provided answer keys or consult with instructors
Build a stock market simulation model
Creating a model will provide you with hands-on experience applying the concepts and techniques taught in the course.
Show steps
  • Design the model using spreadsheet software
  • Code the model using a programming language
  • Test and refine the model using historical data
Contribute to open-source stock market analysis projects
Contributing to open-source projects will expose you to real-world applications of stock market analysis and foster collaboration with experienced practitioners.
Show steps
  • Find open-source stock market analysis projects on platforms like GitHub
  • Review the project documentation and code
  • Contribute bug fixes, new features, or documentation improvements

Career center

Learners who complete Create a Stock Dashboard Using Google Sheets will develop knowledge and skills that may be useful to these careers:
Financial Analyst
Financial Analysts utilize their knowledge of the financial markets to provide investment recommendations to clients. They analyze market trends, company performance, and economic data to make informed decisions about which stocks to buy or sell. The course 'Create a Stock Dashboard Using Google Sheets' would be particularly helpful for Financial Analysts, as it provides hands-on experience in tracking and analyzing stock prices, volumes, and currencies. This course can help Financial Analysts develop the skills necessary to make sound investment decisions and effectively communicate their findings to clients.
Investment Banker
Investment Bankers play a crucial role in the financial industry by advising companies on mergers, acquisitions, and other financial transactions. They analyze market conditions, company financials, and industry trends to provide expert advice to their clients. The course 'Create a Stock Dashboard Using Google Sheets' can provide Investment Bankers with valuable insights into stock market dynamics and help them develop the analytical skills necessary to assess investment opportunities and make informed decisions.
Portfolio Manager
Portfolio Managers are responsible for managing investment portfolios on behalf of clients. They make investment decisions based on their analysis of market conditions, individual stocks, and economic trends. The course 'Create a Stock Dashboard Using Google Sheets' can help Portfolio Managers develop the skills necessary to track and analyze stock market data, construct diversified portfolios, and manage risk effectively.
Stockbroker
Stockbrokers facilitate the buying and selling of stocks for clients. They provide advice on investment strategies, execute trades, and manage client accounts. The course 'Create a Stock Dashboard Using Google Sheets' can provide Stockbrokers with a deeper understanding of stock market dynamics and help them develop the analytical skills necessary to make informed recommendations to clients.
Trader
Traders buy and sell stocks, bonds, and other financial instruments for their own account or on behalf of clients. They analyze market conditions, company performance, and economic data to make trading decisions. The course 'Create a Stock Dashboard Using Google Sheets' can provide Traders with a valuable tool for tracking and analyzing stock market data in real-time, enabling them to make informed trading decisions.
Financial Planner
Financial Planners help individuals and families plan for their financial future. They analyze clients' financial goals, risk tolerance, and time horizon to develop personalized financial plans. The course 'Create a Stock Dashboard Using Google Sheets' can provide Financial Planners with a better understanding of stock market dynamics and help them develop the analytical skills necessary to make informed investment recommendations to clients.
Data Analyst
Data Analysts collect, clean, and analyze data to identify trends and patterns. They use their findings to make recommendations on business decisions. The course 'Create a Stock Dashboard Using Google Sheets' can provide Data Analysts with valuable experience in working with financial data and developing data visualization skills, which are essential for success in this field.
Market Research Analyst
Market Research Analysts conduct research on target markets to identify opportunities for new products and services. They analyze market trends, consumer behavior, and industry data to provide insights to businesses. The course 'Create a Stock Dashboard Using Google Sheets' can provide Market Research Analysts with a better understanding of stock market dynamics and help them develop the analytical skills necessary to evaluate investment opportunities.
Quantitative Analyst
Quantitative Analysts use mathematical and statistical models to analyze financial data and make investment decisions. They develop trading strategies, risk management models, and other tools to enhance investment performance. The course 'Create a Stock Dashboard Using Google Sheets' can provide Quantitative Analysts with practical experience in working with financial data and developing data visualization skills.
Risk Manager
Risk Managers identify, assess, and mitigate risks for businesses. They analyze financial data, industry trends, and regulatory changes to develop risk management strategies. The course 'Create a Stock Dashboard Using Google Sheets' can provide Risk Managers with a better understanding of stock market dynamics and help them develop the analytical skills necessary to identify and manage financial risks.
Actuary
Actuaries use mathematical and statistical models to assess risk and uncertainty in the insurance industry. They analyze financial data, mortality rates, and other factors to develop insurance products and pricing strategies. The course 'Create a Stock Dashboard Using Google Sheets' may be helpful for Actuaries, as it provides experience in working with financial data and developing data visualization skills.
Business Analyst
Business Analysts analyze business needs and develop solutions to improve efficiency and productivity. They gather data, perform analysis, and make recommendations on process改进. The course 'Create a Stock Dashboard Using Google Sheets' may be helpful for Business Analysts, as it provides experience in working with financial data and developing data visualization skills.
Consultant
Consultants provide advice and expertise to help businesses improve their operations. They analyze data, identify problems, and develop solutions. The course 'Create a Stock Dashboard Using Google Sheets' may be helpful for Consultants, as it provides experience in working with financial data and developing data visualization skills.
Data Scientist
Data Scientists use their knowledge of mathematics, statistics, and computer science to extract insights from data. They develop algorithms, build models, and analyze data to solve business problems. The course 'Create a Stock Dashboard Using Google Sheets' may be helpful for Data Scientists, as it provides experience in working with financial data and developing data visualization skills.
Software Engineer
Software Engineers design, develop, and maintain software systems. They use their knowledge of programming languages and software engineering principles to create solutions for business problems. The course 'Create a Stock Dashboard Using Google Sheets' may be helpful for Software Engineers, as it provides experience in working with financial data and developing data visualization skills.

Reading list

We've selected 14 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 Create a Stock Dashboard Using Google Sheets.
This comprehensive textbook provides a solid foundation in investment analysis and portfolio management, covering topics such as asset allocation, risk management, and performance evaluation. It offers a thorough understanding of the principles and practices involved in making sound investment decisions.
This classic investment guide emphasizes the importance of value investing and provides timeless principles for making wise investment decisions. It offers a practical approach to investing that focuses on identifying undervalued stocks and building a diversified portfolio.
This authoritative text provides a detailed examination of security analysis techniques and strategies. It covers a wide range of topics, including financial statement analysis, valuation methods, and risk assessment. While it is more technical than some other books on this list, it offers an in-depth understanding of the fundamentals of security analysis.
Provides a historical perspective on stock market returns and argues that stocks are the best long-term investment. It offers insights into the factors that drive market performance and provides guidance on how to build a successful investment strategy.
This concise guide offers a simple and straightforward approach to investing. It emphasizes the importance of diversification, low costs, and a long-term perspective. It great starting point for beginners who want to learn the basics of investing.
This textbook provides a comprehensive introduction to options, futures, and other derivatives. It covers a wide range of topics, including option pricing, hedging strategies, and risk management. While it is more technical than some other books on this list, it offers an in-depth understanding of the derivatives market.
This practical guide provides a step-by-step approach to portfolio management. It covers a wide range of topics, including asset allocation, risk management, and performance evaluation. It great resource for both novice and experienced portfolio managers.
This memoir-like book provides a unique perspective on the financial markets. Soros shares his personal experiences and insights, offering a glimpse into the mind of a successful investor. While it is not a traditional textbook, it offers valuable lessons for anyone interested in the financial markets.
This provocative book challenges the traditional view of risk and uncertainty. Taleb argues that the financial markets are inherently unpredictable and that investors should be prepared for the unexpected. It must-read for anyone interested in risk management.
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Provides insights into the psychology of decision-making. Kahneman explores the two systems of thinking, System 1 and System 2, and how they can lead to cognitive biases. It offers valuable lessons for investors who want to make better decisions.
Collection of speeches and writings by Charlie Munger, the longtime business partner of Warren Buffett. Munger shares his insights on investing, psychology, and life in general. It valuable resource for anyone interested in the wisdom of one of the most successful investors of all time.
Provides an overview of Warren Buffett's investment philosophy and strategies. Hagstrom analyzes Buffett's investment history and offers insights into how investors can apply his principles to their own portfolios. It great resource for investors who want to learn more about Buffett's approach to investing.

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