Financial Analytics and Dashboards in Google Sheets

Tracking and analyzing financial assets is a critical skill for making informed investment decisions, yet setting up an efficient system can feel overwhelming. This course guides you through the process of organizing financial data and building a structured monitoring dashboard from scratch. You will transform raw financial data into clear, actionable insights using powerful spreadsheet tools. In this course, you will learn to utilize formulas and functions to measure performance, assess risk, and compare assets against market standards. Through clear written explanations and practical formula breakdowns, you will develop a reusable framework for financial analysis. What you'll learn: - Understand foundational financial terms, asset types, and security structures. - Import and manage historical price and dividend data using functions like GOOGLEFINANCE. - Calculate key risk and reward indicators, including historical returns and volatility. - Benchmark investment performance against major market indices. - Design clean, readable dashboard layouts to monitor asset metrics at a glance. - Apply modern dynamic formulas and error-handling techniques for automated updates. This course begins with essential financial terminology and data structure basics before moving into hands-on calculations and dashboard design. It is designed entirely for beginners with no prior financial analysis or advanced spreadsheet experience required. Start reading today to build your financial analysis skills and take control of your asset tracking.