How to Excel

[crimelabs786]

MS Excel or Google Spreadsheets are popular ways for finance & investment enthusiasts to build their trackers / automation etc. From DIY investors to advanced professionals in financial sectors, it's appreciated as a simple but powerful tool across the spectrum.

We plan on having a beginner-friendly module, that introduces basic concepts of Excel, with hands-on exercises.

• Intro to bundle (what we would cover, and what we won't, pre-requisites)
• Reactive UI in Excel: Data Chaining & Updates (would create cross-cell and cross-sheet linking)
• Pattern Filling (Dragging to fill cells based on pattern)
• Fetching Data (Google Finance tickers, for example)
• Formatting
• Common Popular functions (XIRR, CAGR, FV, PV etc.)
• Case Study 1: ULIP XIRR
• Case Study 2: Tax Planning
• Case Study 3: Portfolio Tracking
• Case Study 4: Retirement Calculator
• Case Study 5: Insurance Calculator
• Case Study 6: Goal Planner Calculator
• Outro (next steps, further reading & practice)

The goal is to build a module, that after going through this, and practicing; one would have adequate confidence to not look for ready-made trackers out there.