Advanced

Building Automated Excel Models Linked to Live Market Data

An advanced build course for investors and active traders who already live in Excel and are tired of copy-pasting prices. You will design models in three layers (raw data, calculation engine, output), then feed them from real sources: Excel Stock Data Types and STOCKHISTORY, Power Query pulls of NSE bhavcopy, AMFI NAVs and RBI rates, and real-time broker feeds from Zerodha Kite Connect through Python. On top of that data you will build five working models: a live peer valuation sheet, a reverse DCF that recalculates implied growth as the price moves, a Nifty options chain with Black-Scholes Greeks, a rolling portfolio risk dashboard, and a position sizing calculator. Finally you will automate refreshes, snapshots and alerts with VBA, Office Scripts and Python, and harden the whole thing with audit checks, performance tuning and a maintenance playbook for corporate actions and index changes.

Excel Stock Data TypesSTOCKHISTORYPower QueryNSE BhavcopyAMFI NAV DataKite ConnectxlwingsDynamic Arrays and LAMBDAReverse DCFOptions GreeksPortfolio RiskVBA AutomationOffice ScriptsModel Auditing
MODULES
6
DURATION
4 Hours
TRACK
Stock Market Basics

What You'll Master

Design live models in three layers so a broken feed never corrupts your calculations
Choose between Stock Data Types, Power Query, RTD and broker APIs based on latency, cost and reliability
Pull NSE bhavcopy, AMFI NAVs and RBI rates with parameterised Power Query that refreshes on a schedule
Stream live Kite Connect quotes into Excel with Python and xlwings
Build calculation engines with dynamic arrays, LET and LAMBDA that survive every refresh
Build a live peer valuation sheet, a reverse DCF, a Nifty options chain with Greeks and a rolling risk dashboard
Automate timed refreshes, historical snapshots and alerts with VBA, Office Scripts and Python
Audit, speed up and maintain a live model through corporate actions, ticker changes and index rebalances
Access Level
PRO
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown

Chapter 1: Architecture of a Live Excel Model

3 Lessons

Chapter 2: Getting Market Data Into Excel

4 Lessons
๐Ÿ”’
Excel Stock Data Types and STOCKHISTORY for NSE and BSE Stocks13 min read
๐Ÿ”’
Power Query From the Web: AMFI NAVs, RBI Rates and NSE Bhavcopy14 min read
๐Ÿ”’
Parameterised Power Query: Date-Driven Pulls and Refresh Schedules13 min read
๐Ÿ”’
Real-Time Quotes From Kite Connect Into Excel With xlwings15 min read

Chapter 3: Building a Calculation Engine That Survives Refreshes

3 Lessons
๐Ÿ”’
Dynamic Arrays for Market Models: FILTER, SORT, XLOOKUP, LET and LAMBDA14 min read
๐Ÿ”’
Structured Tables and Named Ranges That Never Break on Refresh12 min read
๐Ÿ”’
Handling Stale, Missing and Market-Holiday Data Without Silent Errors12 min read

Chapter 4: Five Models Built on Live Data

5 Lessons
๐Ÿ”’
A Live Peer Valuation Sheet: P/E, EV/EBITDA and Historical Bands14 min read
๐Ÿ”’
A Live Reverse DCF: What Growth Is Today's Price Assuming15 min read
๐Ÿ”’
A Nifty Options Chain Model With Black-Scholes Greeks and Max Pain15 min read
๐Ÿ”’
A Rolling Portfolio Risk Dashboard: Beta, Volatility and Drawdown14 min read
๐Ÿ”’
A Live Position Sizing and Stop-Loss Calculator for Active Traders12 min read

Chapter 5: Automation With VBA, Office Scripts and Python

4 Lessons
๐Ÿ”’
VBA Refresh Orchestration: Timed Refresh, Sequencing and Run Logs13 min read
๐Ÿ”’
Snapshotting Live Data Into Your Own Historical Database12 min read
๐Ÿ”’
Alerts From Excel: Threshold Triggers by Email and Telegram12 min read
๐Ÿ”’
Cloud Refresh With Office Scripts and Power Automate, and When to Hand Off to Python13 min read

Chapter 6: Keeping a Live Model Honest

4 Lessons
๐Ÿ”’
Auditing a Live Model: Reconciliation Checks and Tolerance Flags12 min read
๐Ÿ”’
Performance Tuning: Volatile Functions, Calculation Modes and Large Workbooks12 min read
๐Ÿ”’
Data Terms, Scraping Limits and SEBI's Rules for Retail Algo Trading12 min read
๐Ÿ”’
The Maintenance Playbook: Corporate Actions, Ticker Changes and Index Rebalances12 min read