Assignment No - St. John's University
Excel Assignment 7 Portfolio Analysis
Create the spreadsheet that has the following characteristics:
1. Begin your spreadsheet in the column corresponding to the first letter in your last name. If your last name is Wang, begin your spreadsheet in column W. Columns A through V should be empty. Use ‘Cell Styles’ to improve the appearance of the heading and total rows.
2. Have a header with your name, assignment 7, date and time and change the properties to include your name as the author, assignment #7 as the title and Portfolio Analysis as the subject
3. Prepare the spreadsheet below. Make up 3 stock symbols, number of shares, prices paid and dates purchased. Import the current prices using the Data tab and get external data. Your data should have some profits and losses and both long and short positions
4. Create a 3-D pie chart of equities and Current values. Explode the slice of the pie with the largest current value. Use an elevation of 20 degrees. Rotate the pie so that it the exploded portion is in the lower right hand corner
5. Insert your birthday and have Excel print the number of days, minutes and seconds.
6. Print the entire worksheet and the formulas for the last 8 columns. Make sure the complete formulas are shown. [Use landscape orientation for the formulas.]
Symbol |Number
of Shares |Price
Paid
per share |Current
Price
per share |Total
Paid |Current
Value |Profit
or Loss |Date
Purchased |Current
Date |Days
Held |Long
or Short | |GE |100 |25 |16.02 |2500 |1602 |-898 |6/6/2010 |10/8/2010 |125 |short | |GOOG |200 |150 |493.98 |30000 |98796 |68796 |2/3/2008 |10/8/2010 |979 |long | |Total | | | |32,500 |100,398 |67898 | | | | | | |9/15/1991 |Your
Birthday | | | | | | | | | | |10/8/2009 |Today | | | | | | | | | | |6599 |days | | | | | | | | | | | 158,364 |hours | | | | | | | | | | | 9,501,854 |minutes | | | | | | | | | |
10/12/10
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