Top Excel Shortcuts For Finance and Modeling From an Ex-JP Morgan Investment Banking Analyst!

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2 жыл бұрын

In this video I talk about the macros and shortcuts that I use while modeling in excel.
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#excel #excelshortcuts #modeling

Пікірлер: 173

@rareliquid 2 жыл бұрын

Follow along using the Excel file below ► www.dropbox.com/s/jzeuntjni5x042q/Excel%20Shortcut%20Master%20Key.xlsx?dl=0 Also, if you want to REALLY improve your excel skills, highly recommend either the Excel or Financial Modeling courses at Wall Street Prep! I dug into these courses myself and really like how the modeling course has you dig into real financial statements to build models, which is exactly what I did at JPM. ► gv142.isrefer.com/go/rliquid/rareliquid/ ► Use code RARELIQUID for 20% OFF on any course!

@citrinehills7131 2 жыл бұрын

What is the difference btwn wallstreetprep and fe?

@giorgioramba3824 2 жыл бұрын

My school paid for the excel course, M&A and LBO modelling. I would definitely recommend it!

@darrelldas1962 2 жыл бұрын

This is what i was waiting forrrrrrrrrr!. Thank you so much.

@rareliquid 2 жыл бұрын

no prob~

@tranthithuytrang6146 Жыл бұрын

Thank you so so much!! This is exactly the file I am finding for a long time. Thank you again

@mattiacampagna2893 2 жыл бұрын

I think the best tutorial for modelling shortcuts!! Keep up the good work and hope you continue with these tutorial on Excel modelling. It would also important to see all the useful modelling formulas, for example: offset, index, indirect etc... Many thanks from Italy!

@rareliquid 2 жыл бұрын

will be making a formula video in the future!

@deborahs.8685 2 жыл бұрын

Really useful! Shoutout to you Ben from Singapore, enjoyed your vids, gained a lot of new insights about macro and crypto, took notes as well, definitely helpful for my analyst work!

@rareliquid 2 жыл бұрын

glad to hear it's helpful!

@victorlundin5896 2 жыл бұрын

Was looking for this comment!

@spencer3487 2 жыл бұрын

Super helpful after watching you build DCFs in real-time at lightning speed. Super helpful knowing your thinking behind each keystroke. Thanks so much & keep them coming pls!

@barryaherne215 2 жыл бұрын

Woo, now we have something to link folks to in every stream!

@Azizdesign_ Жыл бұрын

This video was so satisfying. Thank you

@tomduan2941 2 жыл бұрын

4K Excel tutorials. Oh how the times have changed.

@The1Narker 2 жыл бұрын

In training with WSP now, great company you're working with. Sweet video, thank you for walking through this. Can you do a walk-through of a 3-statment model next?

@tharitchaichintawachanon3139 5 ай бұрын

Thank you for your tutorial. It was really useful!

@danielwilson9101 2 жыл бұрын

Thanks for making this video. This is exactly what I’ve been looking for

@eastwood7941 2 жыл бұрын

long waited video... thank you

@FepXBL 2 жыл бұрын

You’re a great teacher

@meredithsui9532 2 жыл бұрын

thank you this is what we neeeed

@hunter4243 Жыл бұрын

Amazing video! Thanks a lot!

@GabrielMacari 2 жыл бұрын

You could make one video with most recurring use formulas, would be much appreciated. Thanks in advance, you have a solid content.

@jprussel9133 2 жыл бұрын

In IB/Modeling it doesn't get very complicated. The most advanced formula is maybe xlookup. it does not get more difficult.

@gloriapu8598 2 жыл бұрын

very helpful! thank you

@ChourPower 2 жыл бұрын

Thanks for making this - will come back to this video. What keyboard are you using?

@shivaniparepally Жыл бұрын

Thank you for the video - super helpful! Just curious why the IS has D&A for more years than the CFS does? And why do we take D&A from CFS and not IS? Thanks!

@andrewrebak9348 2 жыл бұрын

Learned a lot! Would you consider doing a synergy analysis with accretion/dilution or LBO vid?

@rareliquid 2 жыл бұрын

coming soon in the future~

@lfastrsx 2 жыл бұрын

Thanks! I was going to ask you to do an excel video too!

@alterwonders6772 Жыл бұрын

wow thank you, now i can have fun!

@tianthesin2 2 жыл бұрын

No F1 key is the way to go. Good vid!

@thebishanmethod 2 жыл бұрын

Me after watching this tutorial: Alt How-T-F am I going to remember all this! Practise makes perfect I guess. Time to start today. Thanks for these videos man. As a new Investment Analyst your videos have helped me in my job tremendously. Shoutout from Singapore :)

@rareliquid 2 жыл бұрын

hahaha you pick it up fast after some practice i promise

@edoardobarion7208 2 жыл бұрын

Got an internship in 3 days, better be fast ahah

@saaads8402 2 жыл бұрын

Just an FYI, I learned this by forcing myself to do it in school (Any Excel assignment, I made sure to not touch the mouse). The beginning is brutal cause you'll go really slow/very frustrating, but once you get it, it's muscle memory and you'll HATE using the mouse. Long run it's worth it (till Excel's obsolete). Also alt + D when you're on the internet gets you directly to the search bar which has been helpful.

@katele5407 2 жыл бұрын

Thank you Ben!

@20775046 2 жыл бұрын

I'm commenting before I start this video. Can't wait to see your shorties

@adioskratos16 2 жыл бұрын

This is what I've been waiting for. Take my like sir👍 Love the work man, keep it up

@rareliquid 2 жыл бұрын

More to come!

@junaidali2121 2 жыл бұрын

Amazing shortcuts💯. Could you make a video on how to build a financial model for the NFT exchange project?

@rareliquid 2 жыл бұрын

not really possible atm

@monicade19 2 жыл бұрын

Very neatly done! Thank you :)

@ca-indu 2 жыл бұрын

Thanks for the video...awesome

@rareliquid 2 жыл бұрын

Glad you liked it!

@grundbusiness8826 2 жыл бұрын

Thank you 🙏🏽

@nicolaschen932 2 жыл бұрын

Waouh thank you so much for that !

@WeTheMajority 2 жыл бұрын

🔥🔥🔥 great content Ben!

@lryu3251 4 ай бұрын

Thanks for the video, can you elaborate the action done from 9'13'' to 9'20''

@azamatsodikov1239 6 ай бұрын

Hi Ben! I hope you are doing well. Thank you for the video. I would really appreciate If you could make a video about the formulas that you used in JP while constructing DCF model. Formulas like offset, or more complex ones. Again thank you for the video, keep up bro. Cheers!

@DS-nq5qf 5 ай бұрын

These are more like easy lookup fucntions. Look for Lambda or similar type of complex or VBA to master Excel !

@robertochanliang1726 2 жыл бұрын

For the paste special short-cut, you can actually do crtl+Alt+V. It's smoother than alt+e+s since we are all used to crtl V.

@AdityaKumar-iy3oq 2 жыл бұрын

one advantage of alt+e+s+v over ctrl+alt+v is that you dont have to hold all the keys at the same time i.e. you can press Alt > e > s > v in a sequence but you have to press ctrl, alt and v key at the same time. Its a bit more comfortable and baby proof :)

@rareliquid 2 жыл бұрын

great alternative i agree!

@oedgarcastro 2 жыл бұрын

My Alt+E+S is not working, do you have any idea what is going on? The only way it's working for me is the Crtl+Alt+V shortcut. Befere used to work, but suddently stopped!

@lingxiaoyue921 2 жыл бұрын

Oh my god this is insane!

@CoryDAnimates 2 жыл бұрын

Thank you for showing off the shortcut magic!

@rareliquid 2 жыл бұрын

Glad it was helpful!

@theyearofourlord145 2 жыл бұрын

Keep up the informative content !

@zhujifan8910 2 жыл бұрын

May i know the brand of the keyboard you use in the video? Thanks

@eddierosario1537 2 жыл бұрын

Does Wall Street prep help with financial modeling for people that want to get into equity research

@yanbingong5638 2 жыл бұрын

Hi, these tips are pretty useful. But I still wonder if you can recommend a systematic Excel course series for engineering(computer science) background students?

@rareliquid 2 жыл бұрын

hm not sure about this one sorry! think it'd be better to have the youtube community answer this one

@louisliu6584 10 ай бұрын

thank you！

@jasonluu6755 2 жыл бұрын

Thank you

@rezahakimi5330 2 жыл бұрын

Could you also do a PowerPoint Video with shortcuts? I think there a many investment bankers watching your videos 🙏🙏

@Jayhawkfinance 11 ай бұрын

Is there a specific type of keyboard used in investment banking? I am in real estate finance for a relative's firm and always searching for ways to improve my efficiency

@johnc1873 2 жыл бұрын

Wow this is exactly what I needed !

@rareliquid 2 жыл бұрын

good to hear

@frankkim2069 10 ай бұрын

What keyboard do you use? Looks v cool!

@leathertoneband8726 2 жыл бұрын

Can I know the name of your keyboard, so cool !!!

@user-lx3dc3zh3x 4 ай бұрын

@rareliquid, what keyboard did you use in this video?

@goodfty 2 жыл бұрын

Thanks a lot for this, I appreciate your quality of work.

@rareliquid 2 жыл бұрын

My pleasure!

@Klick213 2 жыл бұрын

For paste special - Ctrl+alt+v

@edoardobarion7208 2 жыл бұрын

This video is lit

@VM-rl2ev 4 ай бұрын

What laptop would you recommend for excel? Really struggling with my MacBook Air so planning on transitioning to a new laptop..

@sameepat3735 2 жыл бұрын

Is it okay if you do online course of finacial modelling or you have join a hand on class learning

@clementbielle-biarrey333 2 жыл бұрын

Because it's an excel shortcut video, here is one more : 7:49, to automatically display the date --> CTRL + ";" ;)

@hahajenlee 2 жыл бұрын

Plz make more vids like this aaaaa

@rareliquid 2 жыл бұрын

will do!

@kevintremblay1653 3 ай бұрын

Did CTRL + "." and CTRL + "," get removed as a shortcuts to add/remove decimal places?

@ralllao7295 2 жыл бұрын

My man!

@patrickhoran10 2 жыл бұрын

How can I find the income statements for companies that show a 5 year history? I can only find the income statements for the previous quarter. Thanks

@rareliquid 2 жыл бұрын

bamsec.com is good but only goes for past 3 years. looks at 10k's not 10q's

@josephzenteno8293 2 жыл бұрын

What keyboard do you use? Is it linked to a laptop????

@Florian-em9pg 10 ай бұрын

Any chance finding these shortcuts in Excel for Mac as well? Does anyone know?

@Brian-tp6yz 2 жыл бұрын

Can you give us the details on that keyboard thooo??

@danielchan5072 2 жыл бұрын

I’ve heard people said if u’re an excel-pro, u rarely use the mouse I finally get it now lol Great skills and hard-work behind!

@alexrosen8762 Жыл бұрын

Great stuff! Thanks

@josephwu5542 2 жыл бұрын

Hi Ben!! Rly thanks for introing and going thru this with us. Can I ask if Wall Street prep also provides other data related courses as well (SQL, VBA) etc?

@WhatExitStrategy Жыл бұрын

where did you get the IS for amazon that's from 2013-2021? 10-k shows into 2027.

@brunooyamata532 2 жыл бұрын

Hi there, many thanks for the video! Just have one question, at 10:32 you use ctrl+"," to add decimals but this didn't work in my excel. I use alt + h + 9 for that but it takes longer to type it. Did you make any modification in your excel to use ctrl+","?

@shashanksingh3959 2 жыл бұрын

Same here

@rareliquid 2 жыл бұрын

hm no i didnt it might be the excel version but i'm not sure it's always worked for me and i didn't configure anything. if u google ur issue u may be able to adjust it

@Martin.Eriksson 2 жыл бұрын

Same here

@Martin.Eriksson 2 жыл бұрын

It could perhaps me a language thing? So if you change the language on your computer, it might work

@terr2589 2 жыл бұрын

May be a factset addition, CapIQ has similar shortcuts

@LiveCustoms 2 жыл бұрын

Does he say what the keyboard is called?

@prosenjitmal5664 Жыл бұрын

What kind of keyboard is it ? Many people asked before. Could you please reply?

@philllee6918 2 жыл бұрын

Awesome video! For the ctrl + "." and ctrl + "," to expand/decrease decimals. Is there anything special you needed to set up to do this shortcut. Tried it out on my Mac and Windows, no luck. This shortcut would be be super helpful in my day to day!

@tarunyadav9723 2 жыл бұрын

I guess for that to work you have to setup a special macro sheet which by default opens everytime you open excel but reamins hidden.

@rotsch8044 2 жыл бұрын

Same here Does anyone have a tip

@CDVC9 2 жыл бұрын

Hey man, I am a sub to both of your channels, and I absolutely love your content. I can’t even lie, as a college student, you really have inspired me so much. I just had a quick question and it may sound stupid, but I have a MacBook and the short cuts are not working whatsoever. When I use alt and use a certain key, it just types stuff out in a cell. Do you know if there’s anything in doing wrong?

@ThePsychicProject 2 жыл бұрын

the alt chain commands do not exist on mac

@rareliquid 2 жыл бұрын

these shortcuts are only for the PC unfortunately

@jathinkaithavalappil1118 2 жыл бұрын

Make a video on tumbrules to follow in dcf

@rareliquid 2 жыл бұрын

great idea for my next excel video!

@_d0ser 7 ай бұрын

CTRL+1 is faster for formatting changes.

@jamesstramer5186 2 жыл бұрын

The Quick Access toolbar is also pretty nifty for repetitive actions!

@rareliquid 2 жыл бұрын

yup i need to add those i used to use them all the time

@qwertz9501 2 жыл бұрын

sooo fuckin lovely: going through this soon: thanks sir.

@rareliquid 2 жыл бұрын

no prob~

@zacleongzehao7285 2 жыл бұрын

just curious on why you switched from financial edge to wall street prep?

@rareliquid 2 жыл бұрын

wall street prep reached out to me and i looked into their courses and liked how their financial modeling package went directly into company financial statements while modeling which financial edge didn't do. they also have a lot more courses that cover a ton of different industries and topics so i liked that as well. in the end though, i think both are great companies and you can't go wrong with either! i just liked WSP more so decided to only partner with them now

@derek96913 9 ай бұрын

ctrl alt v is alternative paste special

@jedusor360 2 жыл бұрын

bruh whats the keyboard reference lmao ty for the content

@barswagga2668 2 жыл бұрын

lets goooooooo

@d_15745 2 жыл бұрын

Is there a way of getting an internship after being out of school for a while? I have a finance degree and have literally done nothing with it. My resume is full of retail jobs. I have been doing a valuation analyst program, DCF, 3-statement models etc. What can I do? Just subscribed to your channel! Thanks for the content!

@christophermayfield6043 2 жыл бұрын

sadly I don't think so. It seems that the bulk of people who intern/entry level are 22 year old schlubs who they can abuse and they don't know any better. You're too wordly for them

@mechio5117 2 жыл бұрын

I'm a banker and I'm always wondering if modelling is actually useful, or is it more like something bankers invented just to make them seem helpful?

@dertfert745 2 жыл бұрын

I looked through some SPAC models and they gave every company the same one LOL. I mean fair enough only so much you can do with likely fraudulent predictions but still some intern saved a lot with the ctrl c + ctrl v and then just change the company name

@Imagine-88 2 жыл бұрын

Please do an analysis on $PSNY (Polestar automotive)!!!

@epicsillyrainbowdog9858 2 жыл бұрын

would you recommend wall street prep or financial edge for investment banking training?

@astonmartinone100 2 жыл бұрын

to work in investment banking you need at least a masters of science in finance.

@rareliquid 2 жыл бұрын

@@astonmartinone100 not true, just need bachelor's degree

@vio1583 2 жыл бұрын

@@astonmartinone100 you're actually preferred with bachelor's since they only want to you to work 24/7, they don't care whether you have any knowledge whatsoever

@JoeDiLillo 2 жыл бұрын

What kind of keyboard is that?

@donaldduck4595 2 жыл бұрын

What keyboard do you use? I'm looking for a new one and want to try yours✌✌

@rohandate9454 Жыл бұрын

Cloud nine ergo split keyboard 👍🏻 he uses that keyboard

@mustacheo63 2 жыл бұрын

3:10 I am listening and ready to learn 3:45 I am completely lost

@sogeking3976 2 жыл бұрын

No mouse gang 💪

@tadeucarvalho8409 2 жыл бұрын

Hi, Ben, I really don't get why you are using offset function

@arjaneantoine7055 Жыл бұрын

No QAT set up?

@rodrigogonzalez2673 2 жыл бұрын

Am I the only one that can not use the shortcut to add and subtract decimals? I do alt + , or . and nothing happens. Can someone help me?

@Albert-fh4fj 5 ай бұрын

hi ctrl + "." does not work on my excel do you know why?

@VusalImanov-ye4bs 3 ай бұрын

Try this: Alt + H + 9--- to add decimal Alt+ H + 0-- to remove decimal

@vipuldhagat3101 Жыл бұрын

For Mac please 🙏

@purpleblush7106 6 ай бұрын

it's not the same on macbook. all the keys are different and some of the shortcut combos dont work :( any tips?

@AndreasScheller-pv1eu 4 ай бұрын

Read the doc file attached below the video, find the alt substitute likely cmd

@notapplicable5487 Жыл бұрын

Excel works better on a PC than a Mac. I’d rather buy a $500 PC than install parallels, which runs around $120/ year. What kind of PC was this model constructed on?

@tomshimp2221 2 жыл бұрын

Why use offset instead of choose?

@dertfert745 2 жыл бұрын

Maybe I don't understand excel because I usually use R, but aren't you worried about corrupting the raw data? I prefer to import and do stuff so I can never accidentally overwrite it. I know you always keep a data backup but it just seems like solving the problem is so much harder once something breaks than if you use a programming language