Stock Portfolio Management Course Using Free Investment Software

This course teaches investors how to analyze stocks, calculate intrinsic value, evaluate dividend income and build a disciplined investment strategy using professional portfolio management software.

All the techniques explained in this course are supported by the desktop software used during the lessons.

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Udemy Courses Available in Multiple Languages

If you prefer structured video learning, you can take the full course on Udemy.

Course (English) Curso (Português) Corso (Italiano) Cours (Français)

Complete Course Curriculum

Below you can explore the complete course structure.

Section 1 – Potential Capabilities Offered by the Software

Lecture 1 – Stock Evaluation with Pair-Wise Analysis Using 10 Key Parameters

Lecture 2 – Additional Analysis Techniques for Stock Evaluation

Lecture 3 – Understanding How Intrinsic Price Is Calculated

Lecture 4 – Understanding Volatility of Intrinsic and Market Prices

Lecture 5 – Intrinsic Price Correlation Graphs

Lecture 6 – Why Tracking Equity, Debt, Cash and Expenses Matters

Lecture 7 – Technical Analysis: RSI, Moving Averages and Bollinger Bands

Lecture 8 – Measuring Risk-Adjusted Returns with the Sharpe Ratio

Lecture 9 – Maximizing Returns with Yield on Cost

Lecture 10 – Mastering IRR for Stock Investments

Lecture 11 – Heatmap Visualization of Dividends

Lecture 12 – Analysis of Received Dividends

Lecture 13 – HHI Portfolio Concentration Indicator

Lecture 14 – Measuring the Real Profitability of Investments

Lecture 15 – Tracking Passive Income from Stocks

Lecture 16 – Visualizing Dividend Income with Pie Charts

Section 3 – Starting Your Investment Journey

Lecture 17 – Industry Classification Benchmark (ICB)

Lecture 18 – Cause-and-Effect Modeling of Bank Profitability

Lecture 19 – Industry Profitability Analyzer

Lecture 20 – Modeling Industrial Sector Profitability

Lecture 21 – Banking Sector Practical Example

Lecture 22 – Recording Purchases

Lecture 23 – Recording Sales

Lecture 24 – Recording Dividends

Lecture 25 – Intrinsic Price Without Dividends

Lecture 26 – Recording Market Prices

Lecture 27 – Importing Market Prices from Excel

Lecture 28 – Technical Analysis Indicators

Lecture 29 – Tracking Performance Per Investor

Lecture 30 – CAGR Purchase by Purchase

Lecture 31 – How the Software Calculates CAGR

Section 4 – Alpha Vantage API

Lecture 32 – Obtaining an Alpha Vantage Key

Lecture 33 – Installing the Background Service

Lecture 34 – Verifying Stock Prices Inserted by the Background Service

Section 5 – API Rest and Mobile App

Lecture 35 – Rest API Configuration

Lecture 36 – Mobile App Installation

Lecture 37 – Mobile App Not Connecting? Solve Timeout Issues

Lecture 38 – Recording Market Prices with the Value Manager App

Lecture 39 – Monitoring and Verifying the Latest Recorded Market Prices

Lecture 40 – Generate Backup of the SQLite Database

Section 6 – Stock Portfolio Evaluation and Analysis

Lecture 41 – Information about the CEO and Company

Lecture 42 – Assess Industrial Expectations

Lecture 43 – Essential Financial Data for Fundamental Analysis

Lecture 44 – Intrinsic Price Calculation

Lecture 45 – Setting Thresholds

Lecture 46 – Stock Evaluation and Weighted Analysis

Lecture 47 – Condition Simulation

Lecture 48 – Understanding How Each Stock Fuels Your Dividends and Net Worth

Lecture 49 – Intrinsic Value by Dividend Average

Lecture 50 – Comparing Stock Investments with Fixed Return Rates

Lecture 51 – Comparing Your Average Daily Expenses with Your Average Daily Cash Dividends

Lecture 52 – Discover Compound Interest

Section 7 – Investor Psychology

Lecture 53 – Understanding Investor Psychology

Lecture 54 – Emotions in the Markets

Lecture 55 – Cognitive Biases That Sabotage Investors

Lecture 56 – Group Behavior Creates Market Bubbles

Lecture 57 – Techniques to Develop Mental Discipline

Lecture 58 – Case Studies of Market Mistakes

Lecture 59 – Becoming a Rational and Resilient Investor

Take Control of Your Investments Today

Start managing your stock portfolio with clarity, precision, and full ownership of your data.

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Contact & Support

This software was developed by an independent investor and software developer with the goal of providing a powerful portfolio management tool that remains free and accessible to individual investors.

If you have questions, suggestions, or feedback about the software, feel free to get in touch. User feedback is carefully reviewed and considered when implementing future improvements and new features.

Email: valueinvestingsoftware@gmail.com

For developers, companies, or investors interested in building on top of this project, the complete source code of the software is available for purchase.

Constructive feedback, ideas for improvements, and collaboration proposals are always welcome.