Stock Technical Analysis with Excel
- 8.5 hours on-demand video
- 6 articles
- 6 downloadable resources
- Full lifetime access
- Access on mobile and TV
- Certificate of Completion
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Try Udemy for Business- 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.
- 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.
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.
- 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.
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.
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).
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).
In this lecture you will learn moving averages definition and main calculations (AVERAGE() function).
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).
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).
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).
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.
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).
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).
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).
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).
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).
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).