Businesses all have their own way of recording financial information. The challenge is getting all the data into your analysis software in a clean and consistent format. This course helps you import and export sales transactions, financial statements, customer lists, and other important business data with Microsoft Excel and QuickBooks. Learn how to move data in and out of QuickBooks and Excel and generate common types of financial statements such as income and cash flow statements and balance sheets from QuickBooks. Instructor Michael McDonald also demonstrates how to format and upload text data in QuickBooks.

Topics include:

• Describe the outputs when importing and exporting files between QuickBooks and Excel.
• Identify limitations in QuickBooks as a bookkeeping software.
• Define financial statements used with QuickBooks.
• Review the steps necessary to import and export files between QuickBooks and Excel.
• Differentiate the use of QuickBooks and Excel in creating financial statements.

About the Author

Michael McDonald is a researcher and professor of finance at Fairfield University.

He has extensive programming skills in SAS, Stata, Python, R, and SQL, among other programming languages. His past work experience includes using these programming languages to analyze big data sets in finance and economics and develop trading strategies based on data mining. He has done extensive work in investment banking, at tech startups, hedge funds, and on a wide variety of consulting projects. He has a track record of authoring creative and practical course materials for a variety of subject areas across business disciplines.

Michael’s core knowledge is focused on financial markets and investment decision-making. He has helped advise firms on capital investments, valuation issues, and capital allocation to enhance business strategy. He is the author of multiple research studies addressing complex questions across the finance discipline. Michael’s work has been cited by the Wall Street Journal, Bloomberg, the CFA Institute, and many others.

Product Details

• Full Video Tutorials
• Video File Format: MP4
• Skill Level: Intermediate
• Video Duration: 28m 33s
• Instructor: Michael McDonald

The post QuickBooks and Excel: Importing and Exporting Transactions appeared first on EASY Digital Pro.

Business intelligence is one of the fastest growing areas of business, especially for financial investing. This project-based course focuses on using different types of software to build models (algorithms) that can trade stocks and other financial products. Michael McDonald shows how you can use Excel, Python, R, or Stata, to set up quantitative, testable investment rules so that you can make informed trading decisions. First, he explains what algo trading is and how it works. Next, he discusses how to develop an algo trading strategy and shares tips for how to identify opportunities in various markets. Then, he goes through an in-depth exploration of how to leverage existing software tools. Michael also covers stock trading, bond trading, data analysis, regressions, and more.

Note: Prior to watching this course, it is recommended that you watch the course Algorithmic Trading and Stocks Essential Training.

Topics include:

• What is algorithmic (algo) trading?
• Textual analysis
• Qualitative and text data
• Algorithmic trading careers
• Python and Quandl
• CSVs and Python
• Financial data
• R and quantmod
• Data analysis
• Regression analysis
• Stata
• Currency data
• Strategies

About the Author

Michael McDonald is a researcher and professor of finance at Fairfield University.

He has extensive programming skills in SAS, Stata, Python, R, and SQL, among other programming languages. His past work experience includes using these programming languages to analyze big data sets in finance and economics and develop trading strategies based on data mining. He has done extensive work in investment banking, at tech startups, hedge funds, and on a wide variety of consulting projects. He has a track record of authoring creative and practical course materials for a variety of subject areas across business disciplines.

Michael’s core knowledge is focused on financial markets and investment decision-making. He has helped advise firms on capital investments, valuation issues, and capital allocation to enhance business strategy. He is the author of multiple research studies addressing complex questions across the finance discipline. Michael’s work has been cited by the Wall Street Journal, Bloomberg, the CFA Institute, and many others.

Product Details

• Full Video Tutorials
• Video File Format: MP4
• Skill Level: Intermediate
• Video Duration: 2h 08m
• Instructor: Michael McDonald

The post Algorithmic Trading and Finance Models with Python, R, and Stata Essential Training appeared first on EASY Digital Pro.