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

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download