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As an analyst at Zeus' Awesome Financial Advisers (ZAFA) company, you regularly monitor the performance of your clients investments. You are preparing for a meeting

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As an analyst at Zeus' Awesome Financial Advisers (ZAFA) company, you regularly monitor the performance of your clients investments. You are preparing for a meeting with a group of your investors to discuss how their stocks have performed year to date and changes they should make to their portfolio. Your clients have asked for information on two financial vehicles: a mutual fund that mimics the S & P 500 and Apple. You will find daily stock price and volume information for the last 12 months contained in the starter file on the S & P 500 and Apple worksheets.

  • For S & P 500, starting in cell H1 and ending in cell S25, create an Open-High-Low-Close chart using only the last 52 days going back to the beginning of July i.e. just the dates from 7/3/2022 9/14/2023.
  • Do not place a legend on any of these stock charts (Why??? temporarily put one on and see what it adds. Im guessing it is redundant and therefore it just clutters up the page). The chart creation wizard may automatically create it so if it does, remove it.
  • As demonstrated in the videos, there is lots of whitespace that hinders the visualization of the subtle changes in the daily prices. Alter the formatting of the vertical axis from the default values to the minimum boundary of 4,000 and the maximum boundary value to 4,700.
  • Format the down bars to have a Red fill and the up bars to have a green fill as demonstrated in the YouTube videos for this module.
  • Hopefully by now you know how I LOVE commas in large numbers over 1,000. Change the formatting of the numbers on the vertical (left) axis to Number with 0 decimal places and use the commas as the 1000 separator.
  • Adjust the font size of the vertical and horizontal axes labels to 12 pt.
  • Edit the chart title to S&P500 OHLC

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