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

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  • เผยแพร่เมื่อ 3 ม.ค. 2025

ความคิดเห็น • 179

  • @rareliquid
    @rareliquid  2 ปีที่แล้ว +18

    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
      @citrinehills7131 2 ปีที่แล้ว

      What is the difference btwn wallstreetprep and fe?

  • @giorgioramba3824
    @giorgioramba3824 2 ปีที่แล้ว +16

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

  • @tomduan2941
    @tomduan2941 2 ปีที่แล้ว +6

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

  • @darrelldas1962
    @darrelldas1962 2 ปีที่แล้ว +20

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

  • @thebishanmethod
    @thebishanmethod 2 ปีที่แล้ว +41

    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
      @rareliquid  2 ปีที่แล้ว

      hahaha you pick it up fast after some practice i promise

    • @edoardobarion7208
      @edoardobarion7208 2 ปีที่แล้ว +1

      Got an internship in 3 days, better be fast ahah

    • @saaads8402
      @saaads8402 2 ปีที่แล้ว +2

      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.

  • @adioskratos16
    @adioskratos16 2 ปีที่แล้ว +20

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

  • @mattiacampagna2893
    @mattiacampagna2893 2 ปีที่แล้ว +24

    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
      @rareliquid  2 ปีที่แล้ว +2

      will be making a formula video in the future!

  • @robertochanliang1726
    @robertochanliang1726 2 ปีที่แล้ว +14

    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
      @AdityaKumar-iy3oq 2 ปีที่แล้ว +2

      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
      @rareliquid  2 ปีที่แล้ว

      great alternative i agree!

    • @oedgarcastro
      @oedgarcastro 2 ปีที่แล้ว

      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!

  • @ankitkejriwal8860
    @ankitkejriwal8860 2 ปีที่แล้ว

    The pace of the video was just perfect for me. Didn't even realize it had been 30 min until you pointed out.
    Thanks for sharing.

  • @danielchan5072
    @danielchan5072 2 ปีที่แล้ว +2

    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!

  • @deborahs.8685
    @deborahs.8685 2 ปีที่แล้ว +2

    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
      @rareliquid  2 ปีที่แล้ว

      glad to hear it's helpful!

    • @victorlundin5896
      @victorlundin5896 2 ปีที่แล้ว

      Was looking for this comment!

  • @barryaherne215
    @barryaherne215 2 ปีที่แล้ว +2

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

  • @spencer3487
    @spencer3487 2 ปีที่แล้ว +11

    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!

  • @GabrielMacari
    @GabrielMacari 2 ปีที่แล้ว +8

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

    • @jprussel9133
      @jprussel9133 2 ปีที่แล้ว

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

  • @20775046
    @20775046 2 ปีที่แล้ว +1

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

  • @The1Narker
    @The1Narker 2 ปีที่แล้ว +9

    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?

  • @Azizdesign_
    @Azizdesign_ 2 ปีที่แล้ว +1

    This video was so satisfying. Thank you

  • @tranthithuytrang6146
    @tranthithuytrang6146 2 ปีที่แล้ว +1

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

  • @ChourPower
    @ChourPower 2 ปีที่แล้ว +2

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

  • @clementbielle-biarrey333
    @clementbielle-biarrey333 2 ปีที่แล้ว +1

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

  • @WeTheMajority
    @WeTheMajority 2 ปีที่แล้ว +1

    🔥🔥🔥 great content Ben!

  • @tharitchaichintawachanon3139
    @tharitchaichintawachanon3139 11 หลายเดือนก่อน

    Thank you for your tutorial. It was really useful!

  • @tianthesin2
    @tianthesin2 2 ปีที่แล้ว

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

  • @lfastrsx
    @lfastrsx 2 ปีที่แล้ว +1

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

  • @FepXBL
    @FepXBL 2 ปีที่แล้ว +2

    You’re a great teacher

  • @eastwood7941
    @eastwood7941 2 ปีที่แล้ว

    long waited video... thank you

  • @danielwilson9101
    @danielwilson9101 2 ปีที่แล้ว +1

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

  • @Klick213
    @Klick213 2 ปีที่แล้ว +1

    For paste special - Ctrl+alt+v

  • @meredithsui9532
    @meredithsui9532 2 ปีที่แล้ว +1

    thank you this is what we neeeed

  • @andrewrebak9348
    @andrewrebak9348 2 ปีที่แล้ว +4

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

    • @rareliquid
      @rareliquid  2 ปีที่แล้ว

      coming soon in the future~

  • @jamesstramer5186
    @jamesstramer5186 2 ปีที่แล้ว +1

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

    • @rareliquid
      @rareliquid  2 ปีที่แล้ว +1

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

  • @brunooyamata532
    @brunooyamata532 2 ปีที่แล้ว +5

    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
      @shashanksingh3959 2 ปีที่แล้ว

      Same here

    • @rareliquid
      @rareliquid  2 ปีที่แล้ว +1

      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
      @Martin.Eriksson 2 ปีที่แล้ว

      Same here

    • @Martin.Eriksson
      @Martin.Eriksson 2 ปีที่แล้ว

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

    • @terr2589
      @terr2589 2 ปีที่แล้ว +1

      May be a factset addition, CapIQ has similar shortcuts

  • @leathertoneband8726
    @leathertoneband8726 2 ปีที่แล้ว +2

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

  • @azamatsodikov1239
    @azamatsodikov1239 11 หลายเดือนก่อน

    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
      @DS-nq5qf 11 หลายเดือนก่อน

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

  • @lingxiaoyue921
    @lingxiaoyue921 2 ปีที่แล้ว +2

    Oh my god this is insane!

  • @johnc1873
    @johnc1873 2 ปีที่แล้ว +1

    Wow this is exactly what I needed !

  • @mustacheo63
    @mustacheo63 2 ปีที่แล้ว +3

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

  • @CoryDAnimates
    @CoryDAnimates 2 ปีที่แล้ว +1

    Thank you for showing off the shortcut magic!

    • @rareliquid
      @rareliquid  2 ปีที่แล้ว

      Glad it was helpful!

  • @lryu3251
    @lryu3251 9 หลายเดือนก่อน

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

  • @alterwonders6772
    @alterwonders6772 2 ปีที่แล้ว

    wow thank you, now i can have fun!

  • @jathinkaithavalappil1118
    @jathinkaithavalappil1118 2 ปีที่แล้ว +1

    Make a video on tumbrules to follow in dcf

    • @rareliquid
      @rareliquid  2 ปีที่แล้ว

      great idea for my next excel video!

  • @zhujifan8910
    @zhujifan8910 2 ปีที่แล้ว +1

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

  • @junaidali2121
    @junaidali2121 2 ปีที่แล้ว +2

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

    • @rareliquid
      @rareliquid  2 ปีที่แล้ว

      not really possible atm

  • @epicsillyrainbowdog9858
    @epicsillyrainbowdog9858 2 ปีที่แล้ว +3

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

    • @astonmartinone100
      @astonmartinone100 2 ปีที่แล้ว +1

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

    • @rareliquid
      @rareliquid  2 ปีที่แล้ว +3

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

    • @vio1583
      @vio1583 2 ปีที่แล้ว

      @@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

  • @gloriapu8598
    @gloriapu8598 2 ปีที่แล้ว +1

    very helpful! thank you

  • @rezahakimi5330
    @rezahakimi5330 2 ปีที่แล้ว +1

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

  • @monicade19
    @monicade19 2 ปีที่แล้ว +1

    Very neatly done! Thank you :)

  • @Albert-fh4fj
    @Albert-fh4fj 10 หลายเดือนก่อน +2

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

    • @VusalImanov-ye4bs
      @VusalImanov-ye4bs 9 หลายเดือนก่อน

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

  • @englishhard1318
    @englishhard1318 3 หลายเดือนก่อน

    Thansk fo ryou viedo man! what does purple and red cells stand for (If greens are linked to another sheet)

  • @_d0ser
    @_d0ser ปีที่แล้ว

    CTRL+1 is faster for formatting changes.

  • @mechio5117
    @mechio5117 2 ปีที่แล้ว +2

    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
      @dertfert745 2 ปีที่แล้ว

      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

  • @katele5407
    @katele5407 2 ปีที่แล้ว

    Thank you Ben!

  • @theyearofourlord145
    @theyearofourlord145 2 ปีที่แล้ว

    Keep up the informative content !

  • @NevilleDaruwala
    @NevilleDaruwala หลายเดือนก่อน

    Do correct me if I am wrong, but I feel, (@23.21) in the Cash flow section, it should be Net Working Capital (NWC), instead of change in NWC. NWC i guess is (operating assets - operating Liab), i.e it is a value at a given point in time. Change in NWC should be the current - previous year NWC.

  • @LiveCustoms
    @LiveCustoms 2 ปีที่แล้ว +3

    Does he say what the keyboard is called?

  • @hahajenlee
    @hahajenlee 2 ปีที่แล้ว +1

    Plz make more vids like this aaaaa

  • @deathtrack15
    @deathtrack15 หลายเดือนก่อน

    Hi Ben, which website do you get your income statements from?

  • @grundbusiness8826
    @grundbusiness8826 2 ปีที่แล้ว +1

    Thank you 🙏🏽

  • @frankkim2069
    @frankkim2069 ปีที่แล้ว

    What keyboard do you use? Looks v cool!

  • @Brian-tp6yz
    @Brian-tp6yz 2 ปีที่แล้ว +1

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

  • @alexrosen8762
    @alexrosen8762 2 ปีที่แล้ว

    Great stuff! Thanks

  • @derek96913
    @derek96913 ปีที่แล้ว

    ctrl alt v is alternative paste special

  • @Malaandfriedchicken
    @Malaandfriedchicken 2 ปีที่แล้ว +1

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

    • @rareliquid
      @rareliquid  2 ปีที่แล้ว +2

      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

  • @kevintremblay1653
    @kevintremblay1653 8 หลายเดือนก่อน

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

  • @goodfty
    @goodfty 2 ปีที่แล้ว +2

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

  • @StephenJones-t3r
    @StephenJones-t3r 10 หลายเดือนก่อน

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

  • @donaldduck4595
    @donaldduck4595 2 ปีที่แล้ว +1

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

    • @rohandate9454
      @rohandate9454 ปีที่แล้ว

      Cloud nine ergo split keyboard 👍🏻 he uses that keyboard

  • @ca-indu
    @ca-indu 2 ปีที่แล้ว +1

    Thanks for the video...awesome

    • @rareliquid
      @rareliquid  2 ปีที่แล้ว

      Glad you liked it!

  • @Jayhawkfinance
    @Jayhawkfinance ปีที่แล้ว

    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

  • @shivaniparepally
    @shivaniparepally ปีที่แล้ว

    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!

  • @patrickhoran10
    @patrickhoran10 2 ปีที่แล้ว +1

    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
      @rareliquid  2 ปีที่แล้ว +1

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

  • @VM-rl2ev
    @VM-rl2ev 9 หลายเดือนก่อน

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

  • @hunterdawson935
    @hunterdawson935 2 หลายเดือนก่อน

    Hi im wondering why the add decimals or decrease decimals shortcut isnt working on my computer. I tired the Ctrl+'.' and Ctrl+','

    • @hunterdawson935
      @hunterdawson935 2 หลายเดือนก่อน

      I looked up that the new excel doesn't function that way so if anyone wants to do it you need to add it to your ribbon shortcuts, then you can make it to a number like ALT + 1 then you can hold it down to redo the action

  • @eddierosario1537
    @eddierosario1537 2 ปีที่แล้ว

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

  • @yanbingong5638
    @yanbingong5638 2 ปีที่แล้ว +6

    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
      @rareliquid  2 ปีที่แล้ว +1

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

  • @josephzenteno8293
    @josephzenteno8293 2 ปีที่แล้ว

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

  • @arjaneantoine7055
    @arjaneantoine7055 2 ปีที่แล้ว

    No QAT set up?

  • @sameepat3735
    @sameepat3735 2 ปีที่แล้ว

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

  • @sogeking3976
    @sogeking3976 2 ปีที่แล้ว

    No mouse gang 💪

  • @WhatExitStrategy
    @WhatExitStrategy ปีที่แล้ว

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

  • @nicolaschen932
    @nicolaschen932 2 ปีที่แล้ว

    Waouh thank you so much for that !

  • @CDVC9
    @CDVC9 2 ปีที่แล้ว +2

    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
      @ThePsychicProject 2 ปีที่แล้ว

      the alt chain commands do not exist on mac

    • @rareliquid
      @rareliquid  2 ปีที่แล้ว

      these shortcuts are only for the PC unfortunately

  • @philllee6918
    @philllee6918 2 ปีที่แล้ว +3

    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
      @tarunyadav9723 2 ปีที่แล้ว +1

      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
      @rotsch8044 2 ปีที่แล้ว

      Same here
      Does anyone have a tip

  • @notapplicable5487
    @notapplicable5487 2 ปีที่แล้ว

    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?

  • @vipuldhagat3101
    @vipuldhagat3101 2 ปีที่แล้ว

    For Mac please 🙏

  • @prosenjitmal5664
    @prosenjitmal5664 ปีที่แล้ว

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

  • @jasonluu6755
    @jasonluu6755 2 ปีที่แล้ว

    Thank you

  • @purpleblush7106
    @purpleblush7106 11 หลายเดือนก่อน

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

    • @AndreasScheller-pv1eu
      @AndreasScheller-pv1eu 9 หลายเดือนก่อน +1

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

  • @Florian-em9pg
    @Florian-em9pg ปีที่แล้ว

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

  • @d_15745
    @d_15745 2 ปีที่แล้ว

    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
      @christophermayfield6043 2 ปีที่แล้ว

      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

  • @JoeDiLillo
    @JoeDiLillo 2 ปีที่แล้ว

    What kind of keyboard is that?

  • @Imagine-88
    @Imagine-88 2 ปีที่แล้ว

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

  • @louisliu6584
    @louisliu6584 ปีที่แล้ว

    thank you!

  • @tomshimp2221
    @tomshimp2221 2 ปีที่แล้ว

    Why use offset instead of choose?

  • @larsvandorp1298
    @larsvandorp1298 2 ปีที่แล้ว +1

    Thanks for the Amazone Video

  • @dynamics9000
    @dynamics9000 2 ปีที่แล้ว +1

    Passive income is the only way you can be part of 10% population and seprate yourself from the Average population.

    • @dertoni99
      @dertoni99 2 ปีที่แล้ว

      Living in a Western society means you're Part of the 10% population

  • @tadeucarvalho8409
    @tadeucarvalho8409 2 ปีที่แล้ว

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

  • @josephwu5542
    @josephwu5542 2 ปีที่แล้ว

    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?

  • @jedusor360
    @jedusor360 2 ปีที่แล้ว

    bruh whats the keyboard reference lmao ty for the content

  • @edoardobarion7208
    @edoardobarion7208 2 ปีที่แล้ว +1

    This video is lit