Excel for Investing & Economics – PDF Workbooks
Excel for Investing & Economics as 4 hands-on PDF workbook volumes (2,384 pages, 880 lessons). Every volume has worked labs, quizzes and a full solutions appendix — instant download, free sample in every book.
More: Excel & Business Workbooks · all books
All 4 volumes
What you will learn in Excel for Investing & Economics
These workbooks cover 44 complete courses (selection below):
- Build Your Own Portfolio Tracker in Excel: Holdings, Returns, Dividends & Rebalancing
- Family Budget in Excel: Household Spending, Bills, Debt & Savings Goals
- Excel for Financial Advisors: Client Reviews, Retirement Projections & Fees
- Personal Finance in Excel
- Investing & Portfolio Analysis in Excel
- Options & Derivatives Basics in Excel
- Retirement & Financial Independence Planning
- Dividend & Income Investing in Excel
- Stock Market, ETF & Index Fund Investing
- Value Investing & Intrinsic Value
- Technical Analysis Indicators in Excel
- Forex Trading Math & Risk Management
- Crypto & DeFi Math
- Futures & Commodities Trading Math
- ETF & Index Fund Investing Math
- Factor Investing: Value, Momentum, Quality & Smart Beta
- Trading Journal Statistics: Win Rate, Expectancy, R-Multiples & Drawdown
- Angel Investing Math: SAFEs, Dilution & Power-Law Portfolios
- Tax-Efficient Investing Math: After-Tax Returns, Asset Location & Loss Harvesting
- P2P Lending & Crowdfunding Returns: Defaults, Diversification & Net Yield
- Portfolio Performance Attribution: TWR, Benchmarks & Brinson Allocation/Selection
- Bond Ladders for Income: Building Rungs, Reinvestment & Cash-Flow Matching
- Value at Risk & Expected Shortfall: Historical, Parametric & Stress Tests
- House Flipping Math: ARV, the 70% Rule, Rehab Budgets & Holding Costs
- Pension Lump Sum vs Annuity: Present Value, Break-Even Age & Risk Trade-offs
- Portfolio Rebalancing: Drift, Bands, Cash-Flow & Tax-Aware Rebalancing
- College Savings Planning: Future Cost, Monthly Savings & Tax-Advantaged Accounts
- Gold & Precious Metals Investing: Premiums, Storage Costs, Ratios & Portfolio Role
- Investment Fees: Expense Ratios, Advisory Fees, Loads & Their Long-Run Cost
- Employee Equity: RSUs, Stock Options, Vesting, Dilution & Exit Scenarios
- Currency-Hedged Investing: Unhedged vs Hedged Returns, Forward Points, Hedge Costs, Partial Hedge Ratios & Rolling Hedges
- Volatility, Volume & Price Levels: True Range & ATR, Stochastic Oscillator, VWAP, On-Balance Volume, Pivot Points, Retracement Levels & ATR-Based Stops
- Portfolio Optimisation by Hand: Covariance Tables, Two- and Three-Asset Mixes, Minimum-Variance Portfolios, the Efficient Frontier & the Tangency Portfolio
- Pairs Trading by the Numbers: Spreads, Hedge Ratios, Mean-Reversion Tests, Z-Score Signals, Half-Lives, Backtests & Trading Costs
- Volatility & Risk Budgets by Hand: Rolling and Exponentially Weighted Volatility, a GARCH(1,1) Recursion, Volatility Targeting, Inverse-Volatility Weights & Risk Parity
- Structured Products by the Numbers: Zero-Coupon Floors, Capital-Protected Notes, Participation & Caps, Discount Certificates, Reverse Convertibles, Barriers, Worst-Of and Autocall Schedules
- Alternative Investments by the Numbers: Long/Short Exposure & Leverage, Return Sources, Fund-of-Funds Fees, Liquidity Terms, Unsmoothed Returns, Commitment Pacing & Real Assets
- International Trade by the Numbers: Comparative Advantage, Terms of Trade, Tariffs & Quotas
- Macroeconomic Models in a Spreadsheet: Multipliers, AD–AS, IS–LM & the Output Gap
- Money, Banks & Central Banks: Deposit Creation, the Quantity Equation & Policy-Rate Rules
Prices are $14.99 per PDF workbook. One-time payment, no subscription.