Video Tutorial: Excel Modules 9 & 10

Two modules in one video. Work through them in order.

Quick Answer

What Do Excel Modules 9 and 10 Cover?

Excel Modules 9 and 10 explain how to build an investment tracker and organise financial statements in a spreadsheet. They cover recording purchases, quantities and returns, calculating gains and losses, linking information across worksheets and analysing important financial metrics. These skills help investors monitor portfolio performance and evaluate company financial data more efficiently.

Module 9: Investment Tracker Module 10: Financial Statements in Excel
Excel Modules 9 & 10: Complete
Module 9

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
Module 10

Financial Statements in Excel

  • Laying out income statements and balance sheets
  • Linking data across sheets
  • Formatting for readability and consistency
  • Analysing 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
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