Course Overview
This beginner-to-intermediate course introduces learners to the fundamentals of using data analytics in investment decisions.
They’ll learn how to collect, clean, analyze, and interpret financial and market data to make informed portfolio choices, using practical tools like Excel, Google Sheets, and free market APIs.
Learning Outcomes
By the end of this course, learners will be able to:
- Understand the core principles of data-driven investing.
- Identify and use reliable financial data sources.
- Analyze company fundamentals and market trends using key metrics.
- Visualize and interpret investment data using tools like Excel and Power BI.
- Build a simple, data-backed investment dashboard and portfolio strategy.
Corse Format
- 6 Modules
- 20 Lessons
- Video tutorials + reading notes
- Quizzes, assignments, and a final project.
Curriculum
- 4 Sections
- 27 Lessons
- 5 Weeks
Expand all sectionsCollapse all sections
- Module 1: Introduction to Data-Driven Investing5 ItemsGoal: Establish a foundation and mindset for making investment decisions using data.
- Module 2: Understanding Market Data9 ItemsGoal: Learn where to find credible data and how to extract it efficiently.
- 2.1Price Data (Open, High, Low, Close – OHLC)7 Minutes
- 2.2Volume & Liquidity3 Minutes
- 2.3Market Indices (NSE 10, NSE 25, NSE 20, NASI, BANKING INDEX)5 Minutes
- 2.4NSE 10 Index6 Minutes
- 2.5NSE 20 Index3 Minutes
- 2.6NSE 25 Index5 Minutes
- 2.7NASI2 Minutes
- 2.8Index Construction & Weighting (Key Concepts)4 Minutes
- 2.9Module 2: Quiz10 Minutes8 Questions
- Module 3: Fundamentals of Company Analysis (Data-Driven)6 ItemsA practical guide to understanding financial performance using real-world data and simple analytics.
- 3.1Lesson 1: Introduction to Financial Statements3 Minutes
- 3.4Lesson 2: Key Financial Ratios (Simplified & Practical)8 Minutes
- 3.5Lesson 3: Evaluating Growth4 Minutes
- 3.6Lesson 4: Competitive Advantage & Moat Analysis4 Minutes
- 3.7Lesson 5: Risk Assessment & Red Flags4 Minutes
- 3.8Module 3: Quiz15 Minutes11 Questions
- Module 4: Portfolio Construction & Diversification10 ItemsA practical, real-world guide to building strong, balanced, data-driven investment portfolios.
- 4.1Lesson 1: What Is a Portfolio?3 Minutes
- 4.2Lesson 2: Types of Portfolios4 Minutes
- 4.3Lesson 3: Risk vs. Return3 Minutes
- 4.4Lesson 4: Asset Allocation5 Minutes
- 4.5Lesson 5: Diversification5 Minutes
- 4.6Lesson 6: Building a Simple Kenyan Portfolio3 Minutes
- 4.7Lesson 7: Portfolio Rebalancing3 Minutes
- 4.8Lesson 8: Dollar-Cost Averaging (DCA)3 Minutes
- 4.9Lesson 9: Common Portfolio Mistakes3 Minutes
- 4.10Module 4: Quiz10 Minutes6 Questions
