D181/CTS2511 Section 02 Excel

For this assignment, you will build a portfolio of 10 stocks using information from the Web.

To start:

• Conduct research to determine which 10 stocks you will be analyzing in your portfolio and how many shares you will purchase. The amount invested can be anything over $1,000, and since this is all imaginary, the amount invested can be set very high.
• Determine which data sources you will use in your portfolio workbook.
• Think about the format your workbook will use for upcoming analysis.

An example of how to get started is shown below.

1. We will use Microsoft as our stock and Yahoo! Finance as the source website.
2. Go to finance.yahoo.com.
3. In the search box at the top of the page, type in Microsoft.
4. The Microsoft page shows the following information.

• Ticker symbol is MSFT.
• Purchase price (see the Ask price).
• Current stock price (in bold; use the at close price).
• Note today’s datecreate a worksheet that lists your ten stocks with the following criteria:
  1. Your column headings should include a minimum of the following information.
  2. Stock Name
  3. Ticker Symbol
  4. Purchase Date
  5. # of Shares Purchased
  6. Purchase Price
  7. Total Paid
  8. Add the following column headings. These columns will be used in later assignments.
  9. Current Stock Price
  10. Current Stock Value
  11. Money Made/Lost
  12. Add a title row to your worksheet and center it at the top of the table.
  13. Use Times New Roman Font, bold, with 12 pt. font for column titles.
  14. Use 11 pt. font for all other data.
  15. Add data to the name, ticker symbol, date of purchase (today’s date), number of stocks purchased, purchase price, and total price paid for each stock (use a formula when appropriate).
  16. Your spreadsheet should look similar to this example portfolio below
  17. Wrap the headers so that the columns do not become too wide.
  18. Resize the columns so that the width of columns fit the contents.
  19. Format the cell types to match their contents (e.g. date, text, currency).
  20. Rename this worksheet to “Summary”.
  21. Use the proofing tools to check for spelling and grammar errors.

  In a separate worksheet (within the same workbook), list the data sources (websites) you have selected.

  • Create a list of web data sources that you either plan to use or are considering for use for this project.
  • Be sure to include the website title, the ticker symbol, and URL for each source, and include at least five or more different sources.
  • Rename this worksheet to Web Sources