Stock Technical Analysis with Excel
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Stock Technical Analysis with Excel

Learn stock technical analysis from basic to expert level through a practical course with Excel.
4.0 (15 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
153 students enrolled
Created by Diego Fernandez
Last updated 11/2016
English
Current price: $10 Original price: $50 Discount: 80% off
1 day left at this price!
30-Day Money-Back Guarantee
Includes:
  • 7 hours on-demand video
  • 6 Articles
  • 7 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Download stock data and perform technical analysis operations from several sources or directly into worksheet using Excel Add-In.
  • 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 (buy) or short (sell) 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.
View Curriculum
Requirements
  • Spreadsheet software such as Microsoft Excel is required.
  • Practical example spreadsheet provided by instructor.
  • Prior basic spreadsheet software knowledge is recommended.
Description

Learn stock technical analysis through a practical course with Microsoft Excel using real world data. It explores main concepts from basic to expert level which can help you achieve better grades, develop your finance career or make decisions as DIY investor. All of this while referencing best practitioners in the field.

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

  • Download stock data and perform technical analysis operations from several sources or directly into worksheet using Excel Add-In.
  • Compute lagging stock technical indicators such as moving averages and Bollinger bands®.
  • Calculate leading stock technical indicators such as moving averages convergence/divergence and relative strength index.
  • Determine single technical indicator based stock trading opportunities through price, double, bands and signal crossovers.
  • Define multiple stock indicators based stock trading occasions through price crossovers confirmed by bands crossovers.
  • Outline long (buy) or short (sell) stock trading strategies based on single or multiple technical indicators trading openings.
  • Evaluate stock trading strategies performances by comparing them 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 or equity trading. It is also essential for academic careers in quantitative finance.  And it is one of the two most common analysis techniques for DIY investors.

But as learning process can become difficult as complexity grows, this course helps by leading you through step by step real world practical examples for greater effectiveness.

Content and Overview

This practical course contains 40 lectures and 6.5 hours of content. It’s designed for all stock technical analysis knowledge levels and a basic understanding of Excel is recommended.

At first, you’ll learn how to download stock data and perform technical analysis operations from several sources or directly into worksheet using Excel Add-In. Next, you’ll calculate lagging stock technical indicators such as simple moving averages (SMA), exponential moving averages (EMA), Bollinger bands® (BB), parabolic stop and reverse (SAR). After that, you’ll compute leading stock technical indicators such as average directional movement index (ADX), commodity channel index (CCI), moving averages convergence/divergence (MACD), rate of change (ROC), relative strength index (RSI), stochastic momentum index (SMI), stochastic oscillator (Full STO) 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 stock trading strategies which are long (buying) or short (selling) 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 is the target audience?
  • Students 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.
  • DIY investors also at any knowledge level who desire to learn about stock technical analysis and put it in practice.
  • This course is NOT about “get rich quick” trading systems or magic formulas.
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Curriculum For This Course
41 Lectures
06:56:44
+
Course Overview
7 Lectures 40:42

Before starting course please download .XLS Microsoft Excel files as additional resources.

Course Files
00:03

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

Course Overview Slides
00:02

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 04:07

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 03:21

In this lecture you will learn stock technical analysis definition, bibliography and calculations with Microsoft Excel.

Stock Technical Analysis
05:57

In this lecture you will learn stock technical analysis data sources, direct downloading to worksheet with older version of Quandl Excel Add-In (WIKI/AAPL) and data table vertical look up definition and calculation (VLOOKUP(<value>, <table>, <column>) function). 

Stock Technical Analysis Data Old
12:05

In this lecture you will learn stock technical analysis data sources, direct downloading to worksheet with newer version of Quandl Excel Add-In (WIKI/AAPL) and data table vertical look up definition and calculation (VLOOKUP(<value>, <table>, <column>) function).

Stock Technical Analysis Data New
15:06
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Stock Technical Indicators
13 Lectures 01:55:10

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 lagging technical indicators (moving averages MA, Bollinger bands® BB and parabolic stop and reverse SAR) and leading technical indicators (average directional movement index ADX, commodity channel index CCI, moving averages convergence/divergence MACD, rate of change ROC, relative strength index RSI, stochastic momentum index SMI, stochastic oscillator Full STO and Williams %R).

Preview 10:09

In this lecture you will learn simple moving averages SMA and exponential moving averages EMA definitions and main calculations (AVERAGE(<data>) function).

Moving Averages Indicators
08:45

In this lecture you will learn Bollinger bands® BB definition and calculation (STDEV(<data>) and AVERAGE(<data>) functions).

Bollinger Bands® Indicator
05:53

In this lecture you will learn parabolic stop and reverse SAR definition and calculation (IF(<conditional>, <value if true>, <value if false>) function).

Parabolic Stop and Reverse Indicator
14:07

In this lecture you will learn average directional movement index ADX definition and calculation (MAX(<data a>, <data b>), SUM(<data>), IF(<conditional>, <value if true>, <value if false>) and AVERAGE(<data>) functions).

Average Directional Movement Index Indicator
14:40

In this lecture you will learn commodity channel index CCI definition and calculation (SUM(<data>), AVERAGE(<data>) and ABS(<data>) functions).

Commodity Channel Index Indicator
07:47

In this lecture you will learn moving averages convergence/divergence MACD definition and calculation (AVERAGE(<data>) function).

Moving Averages Convergence/Divergence Indicator
10:57

In this lecture you will learn rate of change ROC definition and calculation.

Rate of Change Indicator
06:42

In this lecture you will learn relative strength index RSI definition and calculation (IF(<conditional>, <value if true>, <value if false>) and SUM(<data>) functions).

Relative Strength Index Indicator
06:35

In this lecture you will learn stochastic momentum index SMI definition and calculation (MAX(<data>) and AVERAGE(<data>) functions).

Stochastic Momentum Index Indicator
14:59

In this lecture you will learn stochastic momentum index SMI definition and calculation (MAX(<data>), MIN(<data>) and AVERAGE(<data>) functions).

Stochastic Oscillator Indicator
08:42

In this lecture you will learn Williams %R definition and calculation (MAX(<data>) and MIN(<data>) functions).

Williams %R Indicator
05:52
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Stock Trading Signals
9 Lectures 02:01:20

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 SMA, exponential moving averages EMA, Bollinger bands® BB, parabolic stop and reverse SAR, average directional movement index ADX, commodity channel index CCI, moving averages convergence/divergence MACD, rate of change ROC, relative strength index RSI, stochastic momentum index SMI, stochastic oscillator Full STO and Williams %R indicators) and multiple indicator trading signals (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 indicators).

Stock Trading Signals Overview
08:50

In this lecture you will learn simple moving average SMA and exponential moving average EMA trading signals definition and calculation (IF(<conditional>, <value if true>, <value if false>) and AND(<condition a> and <condition b>) functions).

Single Indicator Trading Signals 1 (SMA and EMA)
16:53

In this lecture you will learn Bollinger bands® BB and parabolic stop and reverse SAR trading signals definition and calculation (IF(<conditional>, <value if true>, <value if false>) and AND(<condition a> and <condition b>) functions).

Single Indicator Trading Signals 2 (BB and SAR)
16:15

In this lecture you will learn average directional movement index ADX and commodity channel index CCI trading signals definition and calculation (IF(<conditional>, <value if true>, <value if false>) and AND(<condition a> and <condition b>) functions).

Single Indicator Trading Signals 3 (ADX and CCI)
15:32

In this lecture you will learn moving averages convergence/divergence MACD, rate of change ROC and relative strength index RSI trading signals definition and calculation (IF(<conditional>, <value if true>, <value if false>) and AND(<condition a> and <condition b>) functions).

Single Indicator Trading Signals 4 (MACD, ROC and RSI)
15:53

In this lecture you will learn stochastic momentum index SMI, stochastic oscillator Full STO and Williams %R trading signals definition and calculation (IF(<conditional>, <value if true>, <value if false>) and AND(<condition a> and <condition b>) functions).

Single Indicator Trading Signals 5 (SMI, Full STO and %R)
15:48

In this lecture you will learn simple moving average SMA with commodity channel index CCI, rate of change ROC and relative strength index RSI combined trading signals definition and calculation (IF(<conditional>, <value if true>, <value if false>) and AND(<condition a> and <condition b>) functions).

Multiple Indicator Trading Signals 1 (SMA with CCI, ROC and RSI)
16:33

In this lecture you will learn simple moving average SMA with stochastic momentum index SMI, stochastic oscillator Full STO and Williams %R combined trading signals definition and calculation (IF(<conditional>, <value if true>, <value if false>) and AND(<condition a> and <condition b>) functions).

Multiple Indicator Trading Signals 2 (SMA with SMI, Full STO and %R)
15:34
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Stock Trading Strategies
6 Lectures 01:00:28

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 SMA, exponential moving averages EMA, Bollinger bands® BB, parabolic stop and reverse SAR, average directional movement index ADX, commodity channel index CCI, moving averages convergence/divergence MACD, rate of change ROC, relative strength index RSI, stochastic momentum index SMI, stochastic oscillator Full STO and Williams %R indicators) and multiple indicator trading strategies (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 indicators).

Stock Trading Strategies Overview
07:42

In this lecture you will learn simple moving average SMA, exponential moving average EMA, Bollinger bands® BB and parabolic stop and reverse SAR trading strategies calculation (IF(<conditional>, <value if true>, <value if false>) function).

Single Indicator Trading Strategies 1 (SMA, EMA, BB and SAR)
14:01

In this lecture you will learn average directional movement index ADX, commodity channel index CCI, moving averages convergence/divergence MACD and rate of change ROC  trading strategies calculation (IF(<conditional>, <value if true>, <value if false>) function).

Single Indicator Trading Strategies 2 (ADX, CCI, MACD and ROC)
13:54

In this lecture you will learn relative strength index RSI, stochastic momentum index SMI, stochastic oscillator Full STO and Williams %R trading strategies calculation (IF(<conditional>, <value if true>, <value if false>) function).

Single Indicator Trading Strategies 3 (RSI, SMI, Full STO and %R)
13:08

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)
11:41
+
Strategies Performance Comparison
6 Lectures 01:19:02

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 SMA, exponential moving averages EMA, Bollinger bands® BB, parabolic stop and reverse SAR, average directional movement index ADX, commodity channel index CCI, moving averages convergence/divergence MACD, rate of change ROC, relative strength index RSI, stochastic momentum index SMI, stochastic oscillator Full STO and Williams %R indicators) and multiple indicator strategies performance (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 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
12:40

In this lecture you will learn simple moving average SMA, exponential moving average EMA, Bollinger bands® BB and parabolic stop and reverse SAR strategies performance calculation (PRODUCT(<data>), ARRAY{}, IF(<conditional>, <value if true>, <value if false>), AND(<condition a>, <condition b>), OR(<condition a>, <condition b>), STDEV(<data>) and SQRT(<data>) functions).

Single Indicator Strategies Performance 1 (SMA, EMA, BB and SAR)
16:44

In this lecture you will learn average directional movement index ADX, commodity channel index CCI, moving averages convergence/divergence MACD and rate of change ROC strategies performance calculation (PRODUCT(<data>), ARRAY{}, IF(<conditional>, <value if true>, <value if false>), AND(<condition a>, <condition b>), OR(<condition a>, <condition b>), STDEV(<data>) and SQRT(<data>) functions).

Single Indicator Strategies Performance 2 (ADX, CCI, MACD and ROC)
17:18

In this lecture you will learn relative strength index RSI, stochastic momentum index SMI, stochastic oscillator Full STO and Williams %R strategies performance calculation (PRODUCT(<data>), ARRAY{}, IF(<conditional>, <value if true>, <value if false>), AND(<condition a>, <condition b>), OR(<condition a>, <condition b>), STDEV(<data>) and SQRT(<data>) functions).

Single Indicator Strategies Performance 3 (RSI, SMI, Full STO and %R)
14:51

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 strategies performance calculation (PRODUCT(<data>), ARRAY{}, IF(<conditional>, <value if true>, <value if false>), AND(<condition a>, <condition b>), OR(<condition a>, <condition b>), STDEV(<data>) and SQRT(<data>) functions).

Multiple Indicator Strategies Performance (SMA with CCI, ROC, RSI, SMI, STO %R)
17:27
About the Instructor
Diego Fernandez
3.9 Average rating
359 Reviews
2,619 Students
19 Courses
Exfinsis

Diego Fernandez is author of high-quality online courses and ebooks at Exfinsis for anyone who wants to become an expert in financial data analysis.

His main areas of expertise are finance and data analysis. Within finance he has focused on stock fundamental, technical and investment portfolio analysis. Within data analysis he has concentrated on applied statistics, probability, optimization methods, forecasting models and machine learning. For all of this he has become proficient in Microsoft Excel®, R statistical software and Python programming language analysis tools. 

He has important online business development experience at fast-growing startups and blue-chip companies in several European countries. He has always exceeded expected professional objectives by starting with a comprehensive analysis of business environment and then efficiently executing formulated strategy.

He also achieved outstanding performance in his undergraduate and postgraduate degrees at world-class academic institutions. This outperformance allowed him to become teacher assistant for specialized subjects and constant student leader within study groups. 

His motivation is a lifelong passion for financial data analysis which he intends to transmit in all of the courses.