The AAII Silicon Valley Chapter presents...

Workshop Series: Using Excel for Investments

    Discussed by:

    Al Zmyslowski
    Computerized Investing chair, AAII Silicon Valley

    Dr. Robert C. Smithson
    Manager, Anava Capital Management LLC; Board Member for AAII Silicon Valley Computerized Investing

Microsoft Excel has a number of built-in statistical and graphics capabilities that allow it to accomplish many useful tasks for the individual investor, such as portfolio tracking, security analysis and risk reduction. Examples of topics covered include the basics of financial analysis with Excel, portfolio tracking, equity curve analysis, charting for visibility, moving averages, timing, backtesting, risk analysis and momentum. This class consists of a series of three meetings at which example spreadsheets will be provided and homework will be assigned. There will be a fourth meeting as a final wrap-up session, and both speakers will be available online between meetings for questions. Familiarity with basic investment concepts and the use of Excel for basic spreadsheet calculations is assumed; no knowledge of programming is required. The speakers will use Microsoft Excel 7 under Microsoft Windows 7 for this class, but most spreadsheets should function with Excel 2000 or later, as well as recent versions of Excel for Apple computers.

Attend This Meeting and Learn...
How to use Excel spreadsheets for basic investment tasks such as portfolio tracking
How Excel’s library of statistical functions can be used for advanced tasks such as portfolio building, risk control and buy/sell decisions

Workshop Series Dates
Mondays, June 20, July 25, August 8, and September 12, 2011
6:30 p.m.    Registration/Social
7:00–9:00 p.m.    Program
during program    Q & A
Saratoga Library Community Room
13650 Saratoga Avenue
Saratoga, CA
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