Video Tutorial: Excel Modules 9 & 10
Two modules in one video. Work through them in order.
Investment Tracker (Core Use Case)
- Building a portfolio tracking spreadsheet
- Recording buy prices, quantities, and returns
- Calculating gain/loss and percentage change
- Keeping your tracker updated over time
Financial Statements in Excel
- Laying out income statements and balance sheets
- Linking data across sheets
- Formatting for readability and consistency
- Analyzing key financial metrics
💡 Tips for This Video
- Have Excel open and follow along as you watch
- Pause after each concept and try it yourself before moving on
- In Module 9, build the investment tracker alongside the video with your own holdings
Try it with a real example
Open the example. Open Apple’s prefilled SEC filings. In Excel, make a hypothetical tracker for 10 Apple shares bought at $100 each; calculate the $1,000 cost, then enter one actual annual revenue and net income figure from the latest Form 10-K on a separate sheet. Label the purchase price hypothetical.
Key takeaways
- Separate deposits and withdrawals from investment gains in a tracker.
- Label quantities and prices with their dates and units.
- Compare financial-statement figures for compatible periods.
Check your understanding
Answer each question, then open the explanation.
1. Should a deposit into a tracked account be labeled as an investment gain?
Show answer and why
Answer: No. It is additional capital.
Why: Account growth can result from deposits as well as changes in investment value.
2. What should accompany a price used to value a holding?
Show answer and why
Answer: Its observation date, currency and the matching quantity.
Why: A stale or differently denominated price can distort the recorded value.
3. Why check the period before copying a statement figure into a workbook?
Show answer and why
Answer: To ensure it matches the comparison or calculation.
Why: Mixing a quarter with a full year can produce a misleading result.
AI responses are for educational purposes. Always verify with official course materials.
This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.
Sources and reference material
Primary sources and original reference material for the concepts discussed on this page.
References added 14 October 2026.
AI responses are for educational purposes. Always verify with official course materials.
This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.
This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.
