Trading Platforms and Portfolio Analysis

About this course

Build practical skills in stock trading, portfolio tracking, investment analysis, and financial planning. Learn how to evaluate markets, manage risk, use trading tools, and make informed investment decisions. This Specialization is designed for learners who want to understand how investment decisions are made and executed across stock markets, mutual funds, portfolios, insurance products, and derivatives. You will learn how to analyze stocks using fundamental and technical methods, compare mutual fund categories, evaluate risk and return, and create portfolios aligned with financial goals. The learning path also covers practical portfolio tracking, retirement planning, asset allocation, net worth assessment, cash flow analysis, and wealth management strategies. You will explore financial planning frameworks, insurance analysis, ULIPs, market indices, economic indicators, forwards, options, and hedging concepts. By completing this Specialization, learners will be able to use trading and portfolio tools more effectively, interpret market trends, analyze investment products, manage financial risk, and make more confident decisions across investing, trading, and long-term wealth planning.

Course objectives

• understand the principles of stock trading
• build skills in portfolio tracking and investment analysis
• master financial planning frameworks