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Coursera

Investment Analysis and Portfolio Tracking

EDUCBA via Coursera

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Overview

Master stock investing, mutual fund analysis, portfolio management, and financial planning using MProfit. Learn how to evaluate investments, track portfolio performance, and build long-term wealth with confidence. This comprehensive course combines equity valuation, mutual fund investing, technical analysis, portfolio reporting, retirement planning, and wealth management into one practical learning experience. You will learn how to analyze stocks using fundamental and technical analysis, compare mutual fund categories, evaluate risk and return, and create diversified portfolios aligned with financial goals. The course also provides hands-on guidance on using MProfit to manage investments, import transactions, generate reports, track realized and unrealized gains, and evaluate portfolio performance. Additionally, you will develop essential financial planning skills including retirement planning, risk management, asset allocation, net worth assessment, cash flow analysis, and wealth preservation strategies. Whether you are a beginner investor, finance student, financial advisor, or wealth management professional, this course will equip you with practical investment management skills to make informed financial decisions and build long-term financial success.

Syllabus

  • Foundations of Equity Investing and Valuation
    • Learn the fundamentals of equity investing, security valuation, and fundamental analysis to identify investment opportunities and assess stock value.
  • Equity Fund Selection and Market Analysis
    • Explore equity mutual fund categories, sector investing strategies, technical analysis concepts, and market trend evaluation techniques.
  • Managing Equity Investments with MProfit
    • Develop practical skills for recording, importing, tracking, and managing equity investments using MProfit portfolio management software.
  • Portfolio Analytics and Performance Evaluation
    • Analyze investment performance through portfolio reports, gain-loss analysis, return evaluation, and advanced investment analytics.
  • Mutual Funds and Investment Research
    • Understand mutual fund valuation, investment research tools, risk-return analysis, fund evaluation, and portfolio allocation strategies.
  • Financial Planning and Investment Strategy
    • Build comprehensive financial plans incorporating investment selection, goal-based planning, retirement preparation, and risk management.
  • Insurance, Protection and Wealth Preservation
    • Evaluate insurance solutions, disability planning, business protection, wealth preservation strategies, and financial risk mitigation techniques.
  • Retirement and Wealth Management Solutions
    • Develop retirement income strategies, calculate retirement corpus requirements, assess net worth, and apply wealth management principles.
  • Mutual Fund Operations and Portfolio Reporting with MProfit
    • Manage mutual fund investments, process transactions, generate reports, track gains and losses, and optimize portfolio monitoring using MProfit.

Taught by

EDUCBA

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