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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
- 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.
- Your column headings should include a minimum of the following information.
- Stock Name
- Ticker Symbol
- Purchase Date
- # of Shares Purchased
- Purchase Price
- Total Paid
- Add the following column headings. These columns will be used in later assignments.
- Current Stock Price
- Current Stock Value
- Money Made/Lost
- Add a title row to your worksheet and center it at the top of the table
- Use 11 pt. font for all other data.
- 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).
- Wrap the headers so that the columns do not become too wide.
- Resize the columns so that the width of columns fit the contents.
- Format the cell types to match their contents (e.g. date, text, currency).
- Rename this worksheet to "Summary".
- 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.
- 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
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