Build a Better Process

Investment Modeling BootCamp

A hands-on tutorial on building alpha models and risk models and take your investment business to the institutional level.
  1. Data Set - Start with a text file of historical returns over a 5 year period for 4 stocks.
  2. Data Analysis - Install the Data Analysis ToolPak to perform statistical analysis in Excel.
  3. Concepts - Learn advanced investment and financial modeling techniques.
  4. Bridge - Take these understandings to a programming language to build processes that scale.
face pic by Paul Alan Davis, CFA
Updated: February 16, 2021
Excel offers a great place to learn how money is managed at large investment firms. Keep reading.

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What Does the Course Cover?


We offer a free data set with no sign-up, so you can start learning these skills today.

How Does it Work?

After downloading a text file and importing it to your spreadsheet, we go through the process step-by-step. Each video starts with a lecture section then we put it to practice and you replicate everything on your own.

Update March 7, 2018

After gathering feedback from viewers, this Series is going through a major revision with the goal of bringing it to the same delivery style as more recent content.

A 30-video subset of the bootcamp is being repackaged under Quant 101 during Q2 2018. Please join us there and be a part of its development on both YouTube and here on the website.

Questions and Answers

Q: What are the prerequisites?
A: Some prior work with algebra, statistics, accounting, economics, stock trading and investments is helpful.

Q: Can I alter the speed of video playback?
A: Yes. Follow this link to YouTube's help page to ensure your browser is HTML5 compatible. If so, click on settings cog to alter the playback speed.

What's Next?

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investment bootcamp
learn excel spreadsheet functions
linear algebra in excel
learn portfolio theory
financial statement analysis
risk model development
alpha forecasting
portfolio optimization
benchmark construction
performance attribution
python programming
financial modeling

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