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Investing & Personal Finance Intermediate

Investing & Portfolio Analysis in Excel

Measure returns, risk, diversification, beta and value, with every formula checked on a live spreadsheet. Educational only, not investment advice.

8 lessons 8 labs 1.9 h Certificate

  • One-time payment
  • 14-day money-back guarantee
  • Secure checkout with Stripe

What you'll build

What you will be able to do

Each lab ends with a concrete result that you build yourself and the checker confirms, cell by cell.

  • Measure how much the Summit Global Equity Fund really earned in 2026, with and without dividends.
  • Turn a 7-year track record into one comparable yearly growth rate and annualise a short holding period.
  • Measure how bumpy the Summit fund was in 2026 and how deep its worst fall went.
  • Value a five-holding portfolio, work out its weights and its expected return, and size a rebalancing trade.
  • Show with numbers why a stock-bond mix is less risky than its parts suggest.
  • Find out how much return the Summit fund delivered per unit of risk.
  • Estimate Harbor Logistics' beta from 24 months of returns and turn it into a required return.
  • Estimate what a Harbor Logistics share is worth with two classic methods and compare them with the market price.

About this course

Before comparing funds or stocks, you need a consistent way to measure them. This course builds that toolkit in eight short spreadsheet labs. You calculate simple, log and total returns and annualise them as CAGR, then quantify risk with volatility and maximum drawdown. Using SUMPRODUCT you compute portfolio returns from weights and see through correlation how diversification lowers risk. Risk-adjusted performance comes next with the Sharpe and Sortino ratios, followed by beta and the CAPM expected return. The final lab introduces stock valuation with the price-to-earnings ratio and the dividend discount model. Aimed at students and self-directed investors who want to understand the numbers; it is an educational course and not investment advice.

Curriculum

Course content

8 lessons · 8 labs · 1.9 h · final exam

  1. Returns: simple, log & total returnLab14 min4 checked tasks
    Unlocked when you buy the course
  2. CAGR & annualising returnsLab12 min4 checked tasks
    Unlocked when you buy the course
  3. Risk: volatility & maximum drawdownLab14 min4 checked tasks
    Unlocked when you buy the course
  4. Portfolio weights & return (SUMPRODUCT)Lab14 min5 checked tasks
    Unlocked when you buy the course
  5. Diversification & correlationLab15 min4 checked tasks
    Unlocked when you buy the course
  6. Risk-adjusted return: Sharpe & SortinoLab15 min4 checked tasks
    Unlocked when you buy the course
  7. Beta & CAPMLab15 min5 checked tasks
    Unlocked when you buy the course
  8. Stock valuation: P/E & dividend discountLab15 min4 checked tasks
    Unlocked when you buy the course
  9. Final exam12 questions, 75% to pass, unlimited retries.

Certificate

Finish with a certificate you can verify

Complete every lesson and pass the final exam to receive a certificate of completion for this course, with a unique credential ID and a public verification page.

  • Names the course, your score and the date of issue
  • A verification link for your CV or LinkedIn profile
  • 12 questions, 75% to pass, unlimited retries.

A Tutorvo certificate confirms that you completed a course. It is not an official or professional qualification.

Illustration. Your certificate shows your own name, course and credential ID.

Before you buy

Questions about this course

Is this a subscription?

No. You pay $9.99 once for this course. There is no subscription and nothing renews automatically. Prices are in US dollars; taxes may be added where required.

What exactly do I get?

All lessons and labs of this course, the final exam and the certificate, including later updates to the course, for as long as Tutorvo offers it. Access is personal and tied to your account.

Can I get a refund?

Yes. If you are not satisfied, email hello@tutorvo.com within 14 days of buying and we refund the course in full via Stripe. The guarantee does not apply once a certificate for the course has been issued to you, or where there are signs of abuse.

When can I start?

Right after payment. Access starts immediately at your request; for consumers in the EU/EEA the statutory right of withdrawal therefore ends once access has begun, while our 14-day money-back guarantee applies regardless.

Do I need Excel or other software?

No. The labs run in a spreadsheet inside your browser on a laptop, tablet or phone. Function names and syntax follow Excel.

Is the certificate an official qualification?

No. It confirms that you completed all lessons of the course and passed its final exam. It is not an official, state-recognised or professional qualification. The name is taken from your profile when the certificate is issued.

Full details are in our Terms · hello@tutorvo.com

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