EDUCBA

Investment Analysis and Portfolio Tracking

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EDUCBA

Investment Analysis and Portfolio Tracking

EDUCBA

Instructor: EDUCBA

Included with Coursera Plus

Gain insight into a topic and learn the fundamentals.
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Analyze stocks, mutual funds, and portfolios using fundamental and technical analysis techniques.

  • Use MProfit to track investments, generate reports, and evaluate portfolio performance.

  • Develop financial plans incorporating asset allocation, retirement planning, and risk management.

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Recently updated!

June 2026

Assessments

9 assignments

Taught in English

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There are 9 modules in this course

Learn the fundamentals of equity investing, security valuation, and fundamental analysis to identify investment opportunities and assess stock value.

What's included

9 videos1 assignment

Explore equity mutual fund categories, sector investing strategies, technical analysis concepts, and market trend evaluation techniques.

What's included

9 videos1 assignment

Develop practical skills for recording, importing, tracking, and managing equity investments using MProfit portfolio management software.

What's included

9 videos1 assignment

Analyze investment performance through portfolio reports, gain-loss analysis, return evaluation, and advanced investment analytics.

What's included

9 videos1 assignment

Understand mutual fund valuation, investment research tools, risk-return analysis, fund evaluation, and portfolio allocation strategies.

What's included

9 videos1 assignment

Build comprehensive financial plans incorporating investment selection, goal-based planning, retirement preparation, and risk management.

What's included

9 videos1 assignment

Evaluate insurance solutions, disability planning, business protection, wealth preservation strategies, and financial risk mitigation techniques.

What's included

9 videos1 assignment

Develop retirement income strategies, calculate retirement corpus requirements, assess net worth, and apply wealth management principles.

What's included

9 videos1 assignment

Manage mutual fund investments, process transactions, generate reports, track gains and losses, and optimize portfolio monitoring using MProfit.

What's included

11 videos1 assignment

Instructor

EDUCBA
EDUCBA
1,533 Courses318,998 learners

Offered by

EDUCBA

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