Equities
Equities, in finance, represent ownership shares or stocks in a company. These shares are bought and sold on the stock market, allowing investors to participate in a company’s profits and potential growth. Owning equities entitles shareholders to voting rights, dividends, and a claim on the company’s assets in case of liquidation. Equities are considered a higher-risk investment due to their potential for volatility but also offer the opportunity for significant returns.
Free Stock Prices in Python & Excel Export | yFinance
Ryan O’Connell, CFA, FRM shows how to retrieve free stock prices in Python and export them to Excel using yFinance.
📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview
💻 *Find the Code Written In this Video Here:* https://ryanoconnellfinance.com/downloading-historical-stock-prices-and-exporting-to-excel-using-yfinance-and-python/
🎓 *Columbia AI for Business & Finance Certificate Program* 🎓
► *Use code RYAN for up to $500 Off:* https://ryano.finance/columbia-ai
Chapters:
0:00 – Import the Required Libraries
1:25 – List the Stocks You Are Interested In
2:06 – Setup the Time Range
3:23 – Download Stock Prices in Python Using yFinance
5:21 – Display the Resulting Dataframe
5:37 – Export the Dataframe to Excel
*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC
Alternative Titles:
“YFinance: Free Stock Prices in Python & Excel Integration”
“Python for Finance: Free Stock Prices with YFinance & Excel Export”
“Master YFinance: Free Stock Prices in Python and Excel Made Easy”
“Free Stock Data: YFinance Python to Excel Workflow Tutorial”
“YFinance Python: Free Stock Prices & Excel Export Simplified”
“Export Free Stock Prices to Excel with YFinance in Python”
“Python & YFinance: Unlock Free Stock Prices and Excel Compatibility”
“Free YFinance Stock Prices: Python to Excel Automation Guide”
“Zero-Cost Stock Prices: YFinance Python and Excel Integration”
“Effortlessly Transfer Free Stock Prices with YFinance from Python to Excel”
Mastering Multi-Asset Portfolio Analysis: Standard Deviation & Returns in Excel
Welcome to the world of multi-asset portfolio analysis! In this comprehensive tutorial, we’ll dive deep into the key components of portfolio performance evaluation – standard deviation and returns – using the powerful tool, Microsoft Excel. Whether you’re an aspiring financial analyst, a professional portfolio manager, or a passionate individual investor, this video is for you!
What you’ll learn in this video:
Calculating individual asset returns and portfolio weighted returns.
Understanding and computing standard deviation for individual assets and the portfolio.
How to use Excel functions and formulas to analyze risk and return.
By the end of this tutorial, you’ll be equipped with the knowledge and skills to effectively analyze and manage your investment portfolio, optimize risk, and maximize returns using Microsoft Excel. So, grab your financial data and let’s get started with mastering multi-asset portfolio analysis!
Chapters:
0:00 – Introduction to Standard Deviation & Returns in Excel
0:42 – Adjusted Close Prices Description
1:22 – Calculate Log Normal Daily Returns of an Individual Security
2:20 – Calculate Annual Return of an Individual Security
3:32 – Calculate Standard Deviation of an Individual Security
4:50 – Determine the Weight of Each Security
8:39 – Calculate Annual Return of a Multi-Asset Portfolio
10:15 – Create a Covariance Matrix
13:00 – Calculate Standard Deviation of a Multi-Asset Portfolio
📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview
💾 *Download the file created in this video free here:* https://ryanoconnellfinance.com/product/mastering-multi-asset-portfolio-analysis-standard-deviation-returns-in-excel-video-tutorial/
*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC
Alternative Titles:
“Mastering Multi-Asset Portfolio Analysis: Standard Deviation & Returns in Excel”
“Excel Magic: Evaluating Portfolio Performance with Standard Deviation & Return”
“Portfolio Management Essentials: Computing Standard Deviation & Return in Excel”
“Excel for Finance: Multi-Asset Portfolio Risk & Return Calculation”
“Unlocking Portfolio Analytics: Standard Deviation & Return Calculation in Excel”
“The Art of Portfolio Evaluation: Standard Deviation & Returns in Excel”
“Portfolio Risk & Return Analysis: A Comprehensive Excel Guide”
“Investment Performance Measurement: Multi-Asset Portfolio Analysis in Excel”
“Excel Power-Tools: Assessing Multi-Asset Portfolio Risk & Return”
“Efficient Portfolio Analysis: Calculating Standard Deviation & Returns with Excel”
Free Stock Prices in Python Made Easy | yFinance
Ryan O’Connell, CFA, FRM shows how you can easily retrieve live stock prices for free in python using the yFinance library. yFinance scrapes the stock prices from Yahoo Finances website.
🎓 *Columbia AI for Business & Finance Certificate Program* 🎓
► *Use code RYAN for up to $500 Off:* https://ryano.finance/columbia-ai
📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview
Chapters:
0:00 – Import the Required Libraries
1:09 – List the Stocks You Are Interested In
1:50 – Setup the Time Range
3:12 – Download Stock Prices in Python Using yFinance
5:03 – Display the Resulting Dataframe
*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC
Alternative Titles:
“YFinance & Python: Retrieve Stock Prices for FREE!”
“Mastering YFinance in Python: Grab Stock Prices at No Cost”
“YFinance: Free Stock Data in Python Made Easy”
“Unleash the Power of YFinance: Access Stock Prices for Free in Python”
“Python & YFinance: Stock Market Mastery with Free Price Retrieval”
“Zero-Cost Stock Prices with Python & YFinance: A Comprehensive Tutorial”
“YFinance in Python: The Free & Easy Method for Stock Market Data”
“Unlock Free Stock Price Access with Python & YFinance: A DIY Guide”
“YFinance for Financial Success: Acquiring Stock Prices for Free in Python”
“Free Stock Prices in Python Made Easy | yFinance”
Build a Stock Tracker in Google Sheets: The Ultimate Guide
Ryan O’Connell, CFA, FRM shows how to build a stock dashboard in Google Sheets with live updating data using Google Finance.
💾 *Purchase the files created in this video here:* https://ryanoconnellfinance.com/product/google-sheets-stock-dashboard/
📈 *See Why I Recommend This Broker:* https://ryano.finance/ibkr-overview
Chapters:
0:00 – Introduction
0:10 – Create a New Google Sheet
1:11 – Setup Column Headers and Format Dashboard
2:12 – Manually Input Your Stock Portfolio Info
3:28 – Color Code Spreadsheet
4:13 – Calculate Company Market Capitalization
6:24 – Calculate the Amount Paid for the Portfolio
7:06 – Get Live Stock Prices In Google Sheets
8:07 – Calculate Allocation of Portfolio
8:43 – Calculate Stock Portfolio Returns
12:03 – Conditional Formatting Based On Gains & Losses
13:47 – Add Individual Stock Allocation Pie Chart
15:17 – Add Pie Charts Based on Market Cap & Sector
19:13 – Stock Portfolio Dashboard in Google Sheets Conclusion
*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC
ALTERNATIVE TITLES
“Create a Custom Stock Tracker in Google Sheets”
“DIY Stock Dashboard: How to Build Your Own”
“Track Your Portfolio: A Step-by-Step Guide to a Google Sheets Stock Dashboard”
“Maximize Your Investments with a Google Sheets Stock Tracker”
“Building a Stock Dashboard in Google Sheets | Live Updating Data”
“Build a Stock Dashboard in Google Sheets: The Ultimate Guide”
“Effortlessly Monitor Stocks with this Google Sheets Dashboard Tutorial”
“Get a Bird’s Eye View of Your Investments with a Google Sheets Stock Dashboard”
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