Enroll Course: https://www.udemy.com/course/dashboard-portafolio-inversion-etfs-con-excel/
In the world of investing, keeping a close eye on your portfolio’s performance is crucial. For many individual investors, managing this can feel overwhelming, especially when dealing with Exchange Traded Funds (ETFs). Thankfully, Udemy offers a fantastic course designed to tackle this challenge head-on: ‘Dashboard Portafolio Inversion ETFs con Excel’ (ETF Investment Portfolio Dashboard with Excel).
This practical, step-by-step course guides you through building a comprehensive dashboard in Excel to analyze and track your ETF investment portfolio. Across six modules, you’ll learn everything from recording transactions and performing financial calculations to creating an interactive control panel for efficient portfolio monitoring. The course also delves into portfolio rebalancing and essential financial analysis concepts within Excel.
Designed for individual investors and anyone keen on developing advanced dashboards for investment management, this course covers a lot of ground. You’ll learn to meticulously record transactions, calculate key metrics like Net Asset Value (NAV), Time Weighted Return (TWR), and Money Weighted Return (MWR), and effectively assess your portfolio’s profitability and volatility.
What makes this course particularly valuable is its hands-on approach. You’ll learn to:
* Record movements and calculate balances (purchases, sales, deposits, FIFO).
* Calculate crucial metrics such as NAV, TWR, MWR, drawdown, CAGR, volatility, and more.
* Build a dynamic dashboard showcasing historical prices, portfolio evolution, and performance analysis.
* Implement a rebalancing system and analyze realized gains.
* Benefit from a practical methodology with exercises and downloadable files for each module.
The course materials are equally impressive, including downloadable Excel files with examples and ready-to-use templates, detailed step-by-step video lessons, and practical exercises in every module to solidify your learning.
If you’re looking to truly master investment portfolio management in Excel with a 100% practical approach, this course is an excellent investment in your financial literacy. It equips you with the tools and knowledge to take control of your investments and make more informed decisions.
Enroll Course: https://www.udemy.com/course/dashboard-portafolio-inversion-etfs-con-excel/