Portfolio Analytics & Risk Management
Master portfolio analytics, risk measurement, and portfolio optimization using Excel and Google Sheets.
Ryan O'Connell, CFA, FRM
Taught by an instructor with education from:
What You'll Learn
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Calculate risk-adjusted returns using Sharpe, Treynor, and Jensen's Alpha
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Build and optimize portfolios using Modern Portfolio Theory in Excel
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Measure and manage Value at Risk using parametric, historical, and Monte Carlo methods
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Create live portfolio dashboards in Excel and Google Sheets
Course curriculum
- Stock Annual Return & Standard Deviation in Excel 5 min
- Standard Deviation & Volatility: Complete Guide 10 min
- Log Returns in Finance: Continuous Compounding and Euler’s Number Explained 14 min
- Systematic Vs Unsystematic Risk Explained 5 min
- Systematic vs Unsystematic Risk: Complete Guide 10 min
- Diversification Ratio Calculator 5 min
- Beta In Finance Explained 5 min
- Beta in Finance: Complete Guide 8 min
- How to Estimate the Beta of a Stock in Excel 3 min
- Beta Calculator 5 min
- Portfolio Beta Calculator 5 min
- Module 1 Quiz: Risk & Return Fundamentals 10 min
- Efficient Frontier and Portfolio Optimization Explained 13 min
- Correlation Calculator 5 min
- Covariance Calculator 5 min
- Correlation & Covariance in Finance: Complete Guide 10 min
- Portfolio Diversification: Complete Guide 10 min
- Graph The Efficient Frontier And Capital Allocation Line In Excel 9 min
- Calculating the Optimal Portfolio in Excel 9 min
- Efficient Frontier & Portfolio Optimization: Complete Guide 12 min
- Portfolio Optimization in Excel: Step by Step Tutorial 15 min
- Module 2 Quiz: Modern Portfolio Theory 10 min
- Mastering Multi-Asset Portfolio Analysis in Excel 15 min
- Portfolio Standard Deviation Calculation Explained in Excel 6 min
- Portfolio Variance Calculator 5 min
- CAPM & Security Market Line Explained 8 min
- CAPM Calculator 5 min
- CAPM (Capital Asset Pricing Model): Complete Guide 12 min
- Module 3 Quiz: Multi-Asset Portfolio Analysis 10 min
- Sharpe Ratio Vs Treynor Ratio Explained 4 min
- Calculate Sharpe Ratio In Excel 4 min
- Sharpe Ratio Calculator 5 min
- Sharpe Ratio: Complete Guide 12 min
- Investment Performance Evaluation: Sharpe, Treynor & Jensen’s Alpha 9 min
- Treynor Ratio Calculator 5 min
- Treynor Ratio: Complete Guide 10 min
- Jensen’s Alpha Calculator 5 min
- Jensen’s Alpha: Complete Guide 10 min
- Mastering the Information Ratio & Tracking Error in Excel 12 min
- Information Ratio & Tracking Error: Complete Guide 10 min
- Tracking Error Explained 5 min
- Up Capture & Down Capture Ratios in Excel 10 min
- Time-Weighted vs Money-Weighted Return: Complete Guide 10 min
- Annualized Return (CAGR): Complete Guide 10 min
- Maximum Drawdown Calculation Explained in Excel 5 min
- Maximum Drawdown: Complete Guide 10 min
- Module 4 Quiz: Portfolio Performance Metrics 15 min
- Value at Risk Explained 5 min
- VaR: Parametric Method Explained 4 min
- VaR: Historical Method Explained 2 min
- VaR: Monte Carlo Method Explained 3 min
- Value at Risk (VaR): Complete Guide 12 min
- Expected Shortfall (CVaR): Complete Guide 10 min
- Module 5 Quiz: Value at Risk Theory 10 min
- Parametric Method: Value at Risk (VaR) In Excel 7 min
- Historical Method: Value at Risk (VaR) In Excel 5 min
- Monte Carlo Method: Value at Risk (VaR) In Excel 10 min
- Financial Leverage Explained 4 min
- Financial Leverage in Investing: Complete Guide 10 min
- Margin Trading & Leverage: Is It Worth the Risk? 17 min
- Margin Trading: Complete Guide 10 min
- Long/Short Portfolios Explained 9 min
- Should You Buy Leveraged ETFs Long Term? 13 min
- Leveraged ETFs — Long-Term Analysis: Complete Guide 10 min
- Equity Futures: Risk Management & Portfolio Hedging 8 min
- Module 7 Quiz: Portfolio Construction & Leverage 10 min
- LIVE Stock Portfolio Dashboard in Excel 30 min
- Create a Live Stock Portfolio Tracker in Excel (No Office 365) 21 min
- Build a Stock Tracker in Google Sheets 20 min
- Live Stock Portfolio Tracking: Different Exchanges & Currencies 7 min
- LIVE Crypto Portfolio Tracker in Excel 15 min
- Stock Portfolio Monte Carlo Simulation In Excel 8 min
- Monte Carlo Simulation: Complete Guide 10 min
- Portfolio Rebalancing Explained 6 min
- Portfolio Rebalancing Strategies: Complete Guide 10 min
- How Long Will Your Retirement Savings Last? 14 min
- Module 10 Quiz: Advanced Topics 10 min
- What Is the Bid-Ask Spread? 6 min
- Order Types Explained: Market, Limit & Stop Orders 7 min
- Trading Execution — Order Types, Spreads & Slippage: Complete Guide 10 min
- Margin Trading Explained 6 min
- Module 11 Quiz: Trading Fundamentals 10 min
Meet Your Instructor
Ryan O'Connell
CFA, FRM
Hey there! I'm Ryan, a seasoned finance professional and educator with a Masters in Science in Finance from Texas A&M University and a Masters in Computer and Information Technology from the University of Pennsylvania. With over 8 years of finance experience and having founded my own financial modeling company, I bring a unique blend of financial expertise and practical knowledge to the table. My YouTube channel, boasting 50,000+ subscribers and 180,000+ monthly viewers, is a testament to my engaging teaching style and ability to simplify complex trading concepts. Through this course, I'm excited to help you unlock your full potential in finance!
