Question: Using Microsoft Office 365 / Excel Dynamic Stock Function and the Morningstar database financial information available, prepare a single interactive share portfolio tracker dashboard of
Using Microsoft Office 365 / Excel Dynamic Stock Function and the Morningstar database financial information available, prepare a single interactive share portfolio tracker dashboard of the key indicators that you feel would help an investor manage his share portfolio.
The share portfolio dashboard that you create should include the five (5) Australian listed companies you have been allocated (please see attached list of allocated ASX codes). For each of the companies that you have been allocated, please assume the client you are constructing the dashboard for has 3,000 shares in each company which were initially purchased on the 1st July 2020. Please use the share price as at 1/7/2020 as your original investment value.
The actual number of indicators you will choose to include in your dashboard is your decision. However, it is suggested that your dashboard should include, at a minimum, the following indicators: ticker symbol, company name, date purchased, number of shares held, original investment value, current price, portfolio market value, dollars gain, % gain, industry, price/earnings (or P/E) ratio, annual dividends, dividend yield, market capitalisation and book value.
In addition to the above indicators, the single interactive share portfolio tracker dashboard should also contain, at a minimum: 1) two different chart types; 2) filters for data in your charts to engage user interaction with your dashboard; and 3) Title headings that help your investor client to understand the information conveyed.
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