Coimbra Business School · FAIIA 2026/27
Análise de Dados Financeiros
Real financial data with Excel, Python and AI: getting the data, checking what the AI does, and deciding with numbers. Taught in Portuguese.
2 lessons
Introduction to Claude Cowork
In Claude Cowork: IWDA in euros and in dollars, then a portfolio of equities, bonds and gold, with two dashboards built in class.
3 lessons
The time value of money
Compare ETFs with their index and with gold, extend history with stand-ins, and work with imperfect data. Then the time value of money in Excel.
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Reading for Class 2
The class's reading: returns and risk, portfolios with cash, Treasuries and duration, gold and the cost of an ETF, Price, Net and Gross indices, and the time value of money.
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Working with data
MSCI World before IWDA, the ⅓ portfolio in dollars (SPY, TLT, GLD), stand-ins back to 2000, and the rules for using data.
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Resources for Class 2
What we talked about in class 2, with sources: network access for Claude, the adjusted close, the ⅓ and Permanent portfolios, Norway, Yale, the ECU and the course book.
2 lessons
Describing data
Finishing Chapter 1, the time value of money, in Claude for Excel. Then Chapter 2: organizing, visualizing and describing data, with exam-style exercises.
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The time value of money
Future and present value, compounding, annuities and perpetuities, and solving for the rate, the periods or the payment: in Claude for Excel, and in Python.
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Organizing, visualizing and describing data
Types of data, frequency tables, central tendency, quantiles, dispersion and the coefficient of variation: Ex. 2.1 to 2.7 in Claude for Excel.