Stock Market Excel Project
Pick six of the following companies for
1.
Costco Wholesale
7.
2.
Liz Claiborne
8.
3.
Microsoft
10.
4.
Intel
11.
5.
Gap, Inc.
12.
6.
Guess, Inc.
13.
your $25,000 investment portfolio:
Krispy Kreme
14. Skechers, USA
Starbucks
15. Nike
Verizon
16. Reebok
ChevronTexaco Corp.
18. Coca Cola Co.
Wal-Mart
19. Disney
Target Corp.
20. Abercrombie & Fitch
21. American Eagle
Outfitters
22. Wet Seal
23. Wendy’s
24. Outback Steakhouse
25. McDonald’s
You are not limited to these sites. They are suggested to help you choose your SIX companies. You can find resources to research your
stocks on the Internet at nyse.com, nasdaq.com, stockmaster.com, bloomberg.com, quote.com, dowjones.com, cnnfi.com, bizcharts.com, or
fool.com.
Open a workbook in Excel and call it Stocks.xls You will include all assigned spreadsheets in the same workbook.
Information for each company:
1. Date of investment
2. Company name
3. Company’s ticker symbol
4. Initial price of one share
•
You will need four sheets
•
You will title sheet 1: Stock Portfolio
•
In the first sheet include rows for each of the 9
requirements, and columns for each of the 6
companies.
5. Number of shares
I.
DESIGN a Stock
Portfolio worksheet
using Excel.
6. Dollar amount invested*
Formula for B8: =B6*B7
•
Merge columns in the rows showing combined figures.
Information for combined purchases:
•
Use formulas to arrive at *numbers.
•
Use borders and shading to organize the information.
•
Rename the Sheet 1 tab at the bottom of your page-Portfolio.
7. Total dollar amount invested*
Formula for B10: =SUM (B8:G8) **hint-you can
highlight the cells needed for the above formula
8. Total number of shares*
Formula for B11: =SUM (B7:G7) **hint-you can
highlight the cells needed for the above formula
9. Average cost of one share*
Formula to put in B12: =AVERAGE(B6:B7)
Stock quotes information:
1. Names of each of 6 companies
2. Numbers of shares purchased
3. Dates and closing prices
Stock Totals information:
4. Current Total Value* for each company
II.
Formula to put in E4:
=C4*D4
Click on Sheet 2. Title: Stock Quotes & Totals
•
Start in row two and label in Column A Date. Skip over to
Column D, and put today’s date. Highlight and merge cells
D2 and E2.
•
In Row 3 label Column B, Company. Label Column C,
Number of Shares (place the original number of shares
from each stock in that column), Column D, Current Cost
of Share, and Column E, Total Value.
•
Input the information for the six stocks you have chosen in
the proper columns. Also input the amount of shares that
you would like to include.
•
Skip down to row 11 in Column A and label this cell Total
Investment Value. Once you enter the formula and
calculate the Total Value you can adjust your shares to
make sure you are close to your $25000 limit on Day 1 you
may not have more than $25000 invested.
•
Skip down to row 13 in Column A and label this cell Average
Cost of Share.
•
Use formulas to arrive at *numbers. (I have included
hints)
•
Rename Sheet 2 tab—Quotes.
(shares times price)
DESIGN a Stock 5. Total Investment Value* for all companies on a given
Quotes worksheet date
to track your
Formula to put in E11: =SUM(E4:E9) **hint-you can
investments
Use borders and
shading to separate
info.
•
highlight the cells needed for the above formula
6. Skip two rows, and find the Average Cost of Share*
Formula to put in D13: =AVERAGE(D4:D9)
• For help creating formulas, refer to notes on “Formula Basics”.
• I will show you sample spreadsheets with ideas for structuring info.
ASSIGNMENT: You will use your Stock Quotes worksheet to keep track of your current stock price on 3 different occasions, throughout
the semester. Each time we check we will add in another Column for Current Cost of Share and another Column for Total Value.
You will get a separate set of instructions closer to the semester’s end; you will follow instructions for completing this assignment.
Stock Market Project: Completion Directions
III.
Add and
COMPLETE a Stock
Sales worksheet.
Add each company’s final sales information:
1.
Current selling price of one share for each company
2.
Total dollars received from sale of all shares for each
company*
3.
Profit or loss for each company*
Add information for combined sales: Skip two rows and put
these at the bottom.
4.
Total dollars received from sale of all stocks in
portfolio*
5.
Total combined profit or loss for all companies*

Create a copy of your Stock Portfolio spreadsheet
and move it to the end of your workbook

Change the title of the spreadsheet to Stock Sales

Skip two rows and then add the title Current Selling
Price of Each Stock, label the next row Money Made
From Sale of Shares, label the next row Profit/Loss.

Use formulas to arrive at *numbers

Check formulas for correct cell references

Change the sheet name from Portfolio to Stock Sales.
Create 3 types of charts:
1. Line Chart
 Data source: You will use your Stock
Quotes spreadsheets
2. Column chart (2-column Bar Graph)
 Data source: Stock Sales
spreadsheet
3. 2 Pie charts
 Data source: Stock Sales
spreadsheet
IV.


Show beginning and ending value of
each investment (total value, not
share price)

CREATE Charts to
illustrate your data
Show price fluctuation over
investment period
On first pie chart, show beginning
stock value of each investment

Use different color line for each
company


Save as separate sheet in the
workbook
Show ending values on the second pie
chart

Embed pie charts in Stock Sales
spreadsheet.

Use labels and background color

Embed in Stock Quotes spreadsheet

Name sheet tab—ColumnChart
Be thoughtful about this work:

Use Print Preview often to see how your page is really looking.

Always check formulas in the Formula Bar for correct cell references and other kinds of information.

I may ask to see a version of your table showing the formulas in your cells. Go to Tools >Options > View: in Window options, check Formulas.

For help creating tables, refer to class notes.

I may post sample spreadsheets and charts for you to look at if you need ideas for completing these assignments.
V. Final Project Requirements:
a.) Title page
b.) Table of contents
c.) Format each of your worksheets using grid lines, page border, shading, and vertical and horizontal centering. Complete your project so it looks as
professional as you can make it.