Investment Analysis and Portfolio Tracking

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Investment Analysis and Portfolio Tracking

This course is part of Trading Platforms and Portfolio Analysis Specialization

Instructor: EDUCBA

Included with

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9 modules

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

9 modules

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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Build your subject-matter expertise

This course is part of the Trading Platforms and Portfolio Analysis Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 9 modules in this course

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.

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

9 videosTotal 67 minutes

Introduction to Equities and Security Valuation11 minutes
Security Valuation10 minutes
Fundamental Analysis6 minutes
Advance Mutul Fund Advance2 minutes
All Equity Fund7 minutes
Equity Banding8 minutes
Equity International7 minutes
Mitcap Equity10 minutes
Equity Small Cap Fund7 minutes

1 assignmentTotal 30 minutes

Foundations of Equity Investing and Valuation30 minutes

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

9 videosTotal 76 minutes

Continue on Asset Stocks13 minutes
Income for Asset6 minutes
Import options in Equity8 minutes
Equity Broker Contracts Notes4 minutes
Continuation of Import Options in Equity9 minutes
Equity Trade Report12 minutes
Data Entry for Report Generation10 minutes
Analytical Portfolio Summary Option7 minutes
More Details on Analytical Portfolio Summary Option7 minutes

1 assignmentTotal 30 minutes

Managing Equity Investments with MProfit30 minutes

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

What's included

9 videos1 assignment

9 videosTotal 80 minutes

Analytical Transactions and Accounts Option9 minutes
Analytical Transactions and Accounts Detailed Options8 minutes
Analytical Return Option8 minutes
Advance and Miscellaneous options6 minutes
Analytical both Realised and Unrealised Gain and Loss7 minutes
Analytical only Realised Gain and Loss9 minutes
Conclusion to Equities and Security Valuation10 minutes
Introduction to Debt Equity Asset Class and its Valuation9 minutes
Mutual Fund Terminologies13 minutes

1 assignmentTotal 30 minutes

Portfolio Analytics and Performance Evaluation30 minutes

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

What's included

9 videos1 assignment

9 videosTotal 67 minutes

Risk - Return Hierarchy of Different Funds7 minutes
Accounting Valuation and Taxation7 minutes
Value Research10 minutes
Value Research Continue12 minutes
Investment Policy and Restriction4 minutes
Investor Services4 minutes
Growth and Income8 minutes
Model Recommendation for Portfolio Allocation Based on Risk10 minutes
Offer Document4 minutes

1 assignmentTotal 30 minutes

Mutual Funds and Investment Research30 minutes

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

What's included

9 videos1 assignment

9 videosTotal 83 minutes

Strategic Financial Planning8 minutes
Selecting the Right Fund5 minutes
Mutual Fund Performance11 minutes
Sample Financial Plan12 minutes
Risk Management4 minutes
Retirement Planning12 minutes
Risk Planning11 minutes
Financial Management13 minutes
Strategies to Rectify a Shortfall8 minutes

1 assignmentTotal 30 minutes

Financial Planning and Investment Strategy30 minutes

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

What's included

9 videos1 assignment

9 videosTotal 74 minutes

Provide for Shortfall at Disability6 minutes
Business Insurance9 minutes
Synthesis and Recommendations7 minutes
Implementation6 minutes
Appendix B Cash Flow Position3 minutes
Calculate Future Value12 minutes
Fixed Deposit Calculate8 minutes
Choosing the Right Investment Options11 minutes
Company Fixed Deposits11 minutes

1 assignmentTotal 30 minutes

Insurance, Protection and Wealth Preservation30 minutes

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

What's included

9 videos1 assignment

9 videosTotal 79 minutes

Protection Related Product12 minutes
Reverse Mortgage8 minutes
Targate Dates12 minutes
Targate Dates Continue9 minutes
How Much you Should Invest to Create your Retirment Fund10 minutes
Retirement Corpus You Require Getting Regular Cash Flow4 minutes
Understand your Net Worth11 minutes
How Do you Manage Your Money7 minutes
Investment Philosophies6 minutes

1 assignmentTotal 30 minutes

Retirement and Wealth Management Solutions30 minutes

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

What's included

11 videos1 assignment

11 videosTotal 88 minutes

Mutual Fund4 minutes
Continue on Mutual Fund8 minutes
Asset Master – Mutual Funds7 minutes
Important Of Mutual Fund Statement5 minutes
Importing Data11 minutes
Import Bond Transaction7 minutes
Deposit Transaction5 minutes
Bond Transactions12 minutes
Data Entry for Report Generation10 minutes
Released and Unreleased – Equity MF10 minutes
Debt - Equity Asset Conclusion9 minutes

1 assignmentTotal 30 minutes

Mutual Fund Operations and Portfolio Reporting with MProfit30 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

EDUCBA

1,545 Courses321,440 learners

Offered by

EDUCBA

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