Stock Technical Analysis with Excel
4.1 (52 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
539 students enrolled

Stock Technical Analysis with Excel

Learn stock technical analysis from basic to expert level through a practical course with Excel.
4.1 (52 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
539 students enrolled
Created by Diego Fernandez
Last updated 1/2020
English
English [Auto-generated]
Current price: $16.99 Original price: $24.99 Discount: 32% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 8.5 hours on-demand video
  • 6 articles
  • 6 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
Training 5 or more people?

Get your team access to 4,000+ top Udemy courses anytime, anywhere.

Try Udemy for Business
What you'll learn
  • Compute lagging stock technical indicators or overlays such as moving averages, Bollinger bands®, parabolic stop and reverse.
  • Calculate leading stock technical indicators or oscillators such as average directional movement index, commodity channel index, moving averages convergence/divergence, rate of change, relative strength index, stochastic momentum index, stochastic oscillator and Williams %R.
  • Determine single technical indicator based stock trading opportunities through price, double, bands, centerline and signal crossovers.
  • Define multiple technical indicators based stock trading occasions through price crossovers confirmed by bands crossovers.
  • Outline long-only stock trading strategies based on single or multiple technical indicators trading openings.
  • Assess stock trading strategies performance by comparing their annualized return, standard deviation and Sharpe ratio against buy and hold benchmark.
Requirements
  • Spreadsheet software such as Microsoft Excel® is required.
  • Practical example spreadsheet provided with the course.
  • Prior basic spreadsheet software knowledge is useful but not required.
Description

Full Course Content Last Update 06/2019

Learn stock technical analysis through a practical course with Microsoft Excel® using S&P 500® Index ETF historical data for back-testing. It explores main concepts from basic to expert level which can help you achieve better grades, develop your academic career, apply your knowledge at work or do research as experienced investor. All of this while referencing best practitioners in the field.

Become a Stock Technical Analysis Expert in this Practical Course with Excel

  • Compute lagging stock technical indicators or overlays such as moving averages, Bollinger bands®, parabolic stop and reverse.

  • Calculate leading stock technical indicators or oscillators such as average directional movement index, commodity channel index, moving averages convergence/divergence, rate of change, relative strength index, stochastic momentum index, stochastic oscillator and Williams %R.

  • Determine single technical indicator based stock trading opportunities through price, double, bands, centerline and signal crossovers.

  • Define multiple technical indicators based stock trading occasions through price crossovers confirmed by bands crossovers.

  • Outline long-only stock trading strategies based on single or multiple technical indicators trading openings.

  • Assess stock trading strategies performance by comparing their annualized return, standard deviation and Sharpe ratio against buy and hold benchmark.

Become a Stock Technical Analysis Expert and Put Your Knowledge in Practice

Learning stock technical analysis is indispensable for finance careers in areas such as equity research and equity trading. It is also essential for academic careers in quantitative finance.  And it is necessary for experienced investors stock technical trading research and development.

But as learning curve can become steep as complexity grows, this course helps by leading you step by step using S&P 500® Index ETF prices historical data for back-testing to achieve greater effectiveness.

Content and Overview

This practical course contains 43 lectures and 8 hours of content. It’s designed for all stock technical analysis knowledge levels and a basic understanding of Microsoft Excel® is useful but not required.

At first, you’ll learn how to perform stock technical analysis operations using Microsoft Excel® built-in functions and array calculations.

Next, you’ll calculate lagging stock technical indicators such as simple moving averages, exponential moving averages, Bollinger bands®, parabolic stop and reverse. After that, you’ll compute leading stock technical indicators such as average directional movement index, commodity channel index, moving averages convergence/divergence, rate of change, relative strength index, stochastic momentum index, stochastic oscillator and Williams %R.

Then, you’ll define single technical indicator based stock trading openings through price, double, bands, centerline and signal crossovers. Next, you’ll determine multiple technical indicators based trading opportunities through price crossovers which need to be confirmed by second technical indicator band crossover. Later, you’ll give shape to long-only stock trading strategies using single or multiple technical indicators trading occasions.

Finally, you’ll evaluate stock trading strategies performance with buy and hold as initial benchmark and comparing their annualized return for performance, annualized standard deviation for volatility or risk and annualized Sharpe ratio for risk adjusted return.

Who this course is for:
  • Undergraduates or postgraduates at any knowledge level who want to learn about stock technical analysis using Microsoft Excel®.
  • Finance professionals or academic researchers who wish to deepen their knowledge in quantitative finance.
  • Experienced investors who desire to research stock technical trading strategies.
  • This course is NOT about “get rich quick” trading systems or magic formulas.
Course content
Expand all 43 lectures 08:24:11
+ Course Overview
6 lectures 33:13

In this lecture you will view course disclaimer and learn which are its objectives, how you will benefit from it, its previous requirements and my profile as instructor.

Preview 04:39

In this lecture you will learn that it is recommended to view course in an ascendant manner as each section builds on last one and also does its complexity. You will also study course structure and main sections (stock technical indicators, stock trading signals, stock trading strategies and strategies performance comparison).

Preview 03:04

In this lecture you will learn stock technical analysis definition, course bibliography, course calculations with Microsoft Excel spreadsheet software and course file downloading.

Stock Technical Analysis
08:52

In this lecture you will learn stock technical analysis data definition and sources.

Stock Technical Analysis Data
16:32

Before starting course please download .XLSX Microsoft Excel file as additional resources.

Course File
00:03

You can download .PDF section slides file as additional resources.

Course Overview Slides
00:02
+ Stock Technical Indicators
13 lectures 02:07:38

You can download .PDF section slides as additional resources.

Stock Technical Indicators Slides
00:02

In this lecture you will learn section lectures’ details and main themes to be covered related to stock technical indicators (moving averages, Bollinger bands® and parabolic stop and reverse, average directional movement index, commodity channel index, moving averages convergence/divergence, rate of change, relative strength index, stochastic momentum index, stochastic oscillator and Williams %R).

Stock Technical Indicators Overview
19:16

In this lecture you will learn moving averages definition and main calculations (AVERAGE() function).

Preview 12:02

In this lecture you will learn Bollinger bands® indicator definition and main calculations (STDEV.S() and AVERAGE() functions).

Bollinger Bands® Indicator
06:34

In this lecture you will learn parabolic stop and reverse indicator definition and main calculations (MAX(), MIN() functions, IF() conditional).

Parabolic Stop and Reverse Indicator
16:54

In this lecture you will learn average directional movement index indicator definition and main calculations (MAX(), ABS(), SUM(), AVERAGE() functions, IF() conditional).

Average Directional Movement Index Indicator
17:14

In this lecture you will learn commodity channel index indicator definition and main calculations (AVERAGE(), AVEDEV() functions).

Commodity Channel Index Indicator
07:23

In this lecture you will learn moving averages convergence/divergence indicator definition and main calculations (AVERAGE() function).

Moving Averages Convergence/Divergence Indicator
08:46

In this lecture you will learn rate of change indicator definition and main calculations.

Rate of Change Indicator
04:09

In this lecture you will learn relative strength index indicator definition and main calculations (SUM() function, IF() conditional).

Relative Strength Index Indicator
08:25

In this lecture you will learn stochastic momentum index indicator definition and main calculations (MAX(), MIN(), SUM(), AVERAGE() functions).

Stochastic Momentum Index Indicator
13:50

In this lecture you will learn stochastic oscillator indicator definition and main calculations (MAX(), MIN(), AVERAGE() functions).

Stochastic Oscillator Indicator
07:47

In this lecture you will learn Williams %R indicator definition and main calculations (MAX(), MIN() functions).

Williams %R Indicator
05:16
+ Stock Trading Signals
9 lectures 02:11:08

You can download .PDF section slides as additional resources.

Stock Trading Signals Slides
00:02

In this lecture you will learn section lectures’ details and main themes to be covered related to single indicator trading signals (simple moving averages, exponential moving averages, Bollinger bands®, parabolic stop and reverse, average directional movement index, commodity channel index, moving averages convergence/divergence, rate of change, relative strength index, stochastic momentum index, stochastic oscillator and Williams %R indicators) and multiple indicator trading signals (simple moving average with commodity channel index, rate of change, relative strength index, stochastic momentum index, stochastic oscillator and Williams %R indicators).

Stock Trading Signals Overview
16:28

In this lecture you will learn simple moving average and exponential moving average trading signals definition and main calculations (IF() conditional, AND() logical function).

Single Indicator Trading Signals 1 (SMA and EMA)
19:32

In this lecture you will learn Bollinger bands® and parabolic stop and reverse trading signals definition and main calculations (IF() conditional, AND() logical function).

Single Indicator Trading Signals 2 (BB and SAR)
14:58

In this lecture you will learn average directional movement index and commodity channel index trading signals definition and main calculations (IF() conditional, AND() logical function).

Single Indicator Trading Signals 3 (ADX and CCI)
13:02

In this lecture you will learn moving averages convergence/divergence, rate of change and relative strength index trading signals definition and main calculations (IF() conditional, AND() logical function).

Single Indicator Trading Signals 4 (MACD, ROC and RSI)
16:55

In this lecture you will learn stochastic momentum index, stochastic oscillator and Williams %R trading signals definition and main calculations (IF() conditional, AND() logical function).

Single Indicator Trading Signals 5 (SMI, Full STO and %R)
14:26

In this lecture you will learn simple moving average with commodity channel index, rate of change and relative strength index combined trading signals definition and main calculations (IF() conditional, AND() logical function).

Multiple Indicator Trading Signals 1 (SMA with CCI, ROC and RSI)
19:08

In this lecture you will learn simple moving average with stochastic momentum index, stochastic oscillator and Williams %R combined trading signals definition and main calculations (IF() conditional, AND() logical function).

Multiple Indicator Trading Signals 2 (SMA with SMI, Full STO and %R)
16:37
+ Stock Trading Strategies
6 lectures 01:22:20

You can download .PDF section slides as additional resources below.

Stock Trading Strategies Slides
00:02

In this lecture you will learn section lectures’ details and main themes to be covered related to single indicator trading strategies (simple moving averages, exponential moving averages, Bollinger bands®, parabolic stop and reverse, average directional movement index, commodity channel index, moving averages convergence/divergence, rate of change, relative strength index, stochastic momentum index, stochastic oscillator and Williams %R indicators) and multiple indicator trading strategies (simple moving average with commodity channel index, rate of change, relative strength index, stochastic momentum index, stochastic oscillator and Williams %R indicators).

Stock Trading Strategies Overview
16:00

In this lecture you will learn simple moving average, exponential moving average, Bollinger bands® and parabolic stop and reverse trading strategies calculation (IF() conditional).

Single Indicator Trading Strategies 1 (SMA, EMA, BB and SAR)
18:40

In this lecture you will learn average directional movement index, commodity channel index, moving averages convergence/divergence and rate of change trading strategies calculation (IF() conditional).

Single Indicator Trading Strategies 2 (ADX, CCI, MACD and ROC)
16:13

In this lecture you will learn relative strength index, stochastic momentum index, stochastic oscillator and Williams %R trading strategies calculation (IF() conditional).

Single Indicator Trading Strategies 3 (RSI, SMI, Full STO and %R)
13:58

In this lecture you will learn simple moving average SMA with commodity channel index CCI, rate of change ROC, relative strength index RSI, stochastic momentum index SMI, stochastic oscillator Full STO and Williams %R combined trading strategies calculation (IF(<conditional>, <value if true>, <value if false>) function).

Multiple Indicator Trading Strategies (SMA with CCI, ROC, RSI, SMI, STO and %R)
17:27
+ Strategies Performance Comparison
9 lectures 02:09:50

You can download .PDF section slides as additional resources.

Strategies Performance Comparison Slides
00:02

In this lecture you will learn section lectures’ details and main themes to be covered related to single indicator strategies performance (simple moving averages, exponential moving averages, Bollinger bands®, parabolic stop and reverse, average directional movement index, commodity channel index, moving averages convergence/divergence, rate of change, relative strength index, stochastic momentum index, stochastic oscillator and Williams %R indicators) and multiple indicator strategies performance (simple moving average with commodity channel index, rate of change, relative strength index, stochastic momentum index, stochastic oscillator and Williams %R indicators). You will also learn main assessment metrics such as annualized return for performance, annualized standard deviation for volatility or risk and annualized Sharpe ratio for risk adjusted performance.

Strategies Performance Comparison Overview
15:28

In this lecture you will learn simple moving average, exponential moving average strategies performance definition and main calculations (PRODUCT(), COUNT(), STDEV.S(), SQRT(), ARRAY{} functions, AND(), OR() logical functions, IF() conditional).

Single Indicator Strategies Performance 1 (SMA and EMA)
19:23

In this lecture you will learn Bollinger bands® and parabolic stop and reverse strategies performance definition and main calculations (PRODUCT(), COUNT(), STDEV.S(), SQRT(), ARRAY{} functions, AND(), OR() logical functions, IF() conditional).

Single Indicator Strategies Performance 2 (BB and SAR)
14:20

In this lecture you will learn average directional movement index and commodity channel index strategies performance definition and main calculations (PRODUCT(), COUNT(), STDEV.S(), SQRT(), ARRAY{} functions, AND(), OR() logical functions, IF() conditional).

Single Indicator Strategies Performance 3 (ADX and CCI)
14:09

In this lecture you will learn moving averages convergence/divergence, rate of change and relative strength index strategies performance definition and main calculations (PRODUCT(), COUNT(), STDEV.S(), SQRT(), ARRAY{} functions, AND(), OR() logical functions, IF() conditional).

Single Indicator Strategies Performance 4 (MACD, ROC and RSI)
17:34

In this lecture you will learn stochastic momentum index, stochastic oscillator and Williams %R strategies performance definition and main calculations (PRODUCT(), COUNT(), STDEV.S(), SQRT(), ARRAY{} functions, AND(), OR() logical functions, IF() conditional).

Single Indicator Strategies Performance 5 (SMI, Full STO and %R)
16:08

In this lecture you will learn simple moving average with commodity channel index, rate of change and relative strength index combined strategies performance definition and main calculations (PRODUCT(), COUNT(), STDEV.S(), SQRT(), ARRAY{} functions, AND(), OR() logical functions, IF() conditional).

Multiple Indicator Strategies Performance 1 (SMA with CCI, ROC and RSI)
16:43

In this lecture you will learn simple moving average with stochastic momentum index, stochastic oscillator and Williams %R combined strategies performance definition and main calculations (PRODUCT(), COUNT(), STDEV.S(), SQRT(), ARRAY{} functions, AND(), OR() logical functions, IF() conditional).

Multiple Indicator Strategies Performance 2 (SMA with SMI, STO and %R)
16:03