Week $3-$ Case Study: Building a Live Stock Portfolio Tracker

Attached Files: Grading Rubric Dynamic Live Stock Portfolio Tracker.docx $(27\mathrm{.}06$ KB$)$

freedom to choose $10$ stocks for the initial portfolio, and they are interested in tracking the performance of this portfolio in real$-$time.

Client Profile:

Name: Mr$.$ John McLeod

Age: $55$

Investment Goal: Growth$-$oriented, with moderate risk tolerance.

Investment Horizon: $10-15$ years.

Preferred Sectors.

Technology

Renewable Energy

Financial Services

Consumer Goods

Industrial

Utilities

Steps to Complete the Assignment:

Stock Research and Selection:

Research: Conduct thorough research on potential stock picks, focusing on sectors Mr$.$ McLeod is interested in

Selection: Construct the portfolio with a balanced mix of market capitalizations:

$2$ Large$-$Cap Stocks: Select $2$ stocks from well$-$established, large$-$cap companies

$5$ Small$-$Cap Stocks: Sect $3$ stocks from mid$-$sized companies with strong growth potential.

Spreadsheet Setup: Create a live portfolio tracker using Excel in combination with Google Sheets, Google Sheets, or Office $365.$ The spreadsheet should include the following columns:

Symbol: Ticker symbol of the stock.

Name: Full name of the company.

company belongs to

# of Share: Market capitalization size $($Large Cap, Mid Cap, Small Cap$).$

# of Shares: Create hypothetical units of shares for each stock in the portfolio.

Price Paid Per Share: Use the average price of the stock ove

Current Price: The current market price of the stock

Total Value: Current value of the shares $($calculated as # of Shares $*$ Current Price$)$

Allocation: Percentage of the portfolio's total value that each stock represents.

Total Gain$/($Loss$)$ $: The dollar amount of gain or loss $($calculated as Total Value $-$ Amount Paid$)$

Conditional Formatting: Apply conditione gain or loss $($calculated as $($Total Gain$/($Loss$)$ $$/$ Amount Paid$)*100).$

Green: For gains in the "Total Gain$/($Lormatting in the spreadsheet to visually highlight the performance of each stock:

Red: For losses in the "Total Gain$/($Loss$)$ $$"$ column.

Pie Chart for Stock Allocation: Create a pie chart to visually represent the allocation of the portfolio to each stock. This chart should update dynamically based on the total value of each stock in the portfolio

Adding Live Data to the Tracker:

Data Accuracy: Make sure that the data source used is reliable and that the information is updated frequently to reflect market changes.