Stock Technical Analysis with Excel

Learn stock technical analysis from basic to expert level through a practical course with Excel.
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Instructed by Diego Fernandez Business / Finance
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  • Lectures 41
  • Length 7 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
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About This Course

Published 4/2016 English

Course 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.

What are the requirements?

  • Spreadsheet software such as Microsoft Excel is required.
  • Practical example spreadsheet provided by instructor.
  • Prior basic spreadsheet software knowledge is recommended.

What am I going to get from this course?

  • 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.

What 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.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Course Overview
Article

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

Article

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

04:07

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.

03:21

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).

05:57

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

12:05

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). 

15:06

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).

Section 2: Stock Technical Indicators
Article

You can download .PDF section slides as additional resources.

10:09

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).

08:45

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

05:53

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

14:07

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

14:40

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).

07:47

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

10:57

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

06:42

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

06:35

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).

14:59

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

08:42

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

05:52

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

Section 3: Stock Trading Signals
Article

You can download .PDF section slides as additional resources.

08:50

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).

16:53

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).

16:15

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).

15:32

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).

15:53

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).

15:48

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).

16:33

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).

15:34

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).

Section 4: Stock Trading Strategies
Article

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

07:42

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).

14:01

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).

13:54

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).

13:08

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).

11:41

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).

Section 5: Strategies Performance Comparison
Article

You can download .PDF section slides as additional resources.

12:40

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.

16:44

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).

17:18

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).

14:51

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).

17:27

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).

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Instructor Biography

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.

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