Financial Data Analysis LIVE DAY-3 | Portfolio, Investment & Performance Analysis in Excel

In this LIVE session, we will perform end-to-end Financial Data Analysis using Microsoft Excel, following the same analytical approach used by professional Financial Analysts and Portfolio Managers.

Datasets: https://drive.google.com/file/d/1kDi0...

This session focuses on analyzing real-world financial datasets, including:

Portfolio data

Investment holdings

Transaction history

Performance and returns

You will learn how to convert raw financial data into meaningful business insights using Excel — not just formulas, but analytical thinking.

What this LIVE session covers:

Portfolio value and risk-level analysis

Investment-wise profit and loss evaluation

Buy, Sell, and Dividend transaction analysis

Performance comparison with benchmark returns

Cash inflow and outflow impact on portfolio performance

Financial decision-making using Excel

Who should attend:

Aspiring Data Analysts

Finance & Investment professionals

Students preparing for Data Analyst / Financial Analyst roles

Anyone who wants to learn real-world Excel-based financial analysis

📊 Tool Used: Microsoft Excel
🎯 Approach: Industry-oriented, interview-ready analysis
🔴 Format: LIVE problem solving with real financial data

If you want to learn how analysts actually work with financial data, this LIVE session is for you.



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