Exp19_Excel_Ch08_ML1_Portfolio_Analysis
Exp19 Excel Ch08 ML1 Portfolio Analysis
Excel Chapter 8 Mid-Level 1 – Portfolio Analysis
Project Description:
You are a financial advisor, and a client would like you to complete an analysis of his portfolio. As part of the analysis you will calculate basic descriptive statistics with the Analysis ToolPak, calculate standard devi-ation and variance in value, calculate correlation between asset age and value, and create a stock forecast sheet.
Start Excel. Download and open the file named Exp19_Excel_Ch08_ML1_HW_PortfolioAnalysis.xlsx. Grader has automatically added your last name to the beginning of the filename.
Use the STDEV.S function to calculate the standard deviation between the current values of all commodities in cell G6.
Use the VAR.S function to calculate the variance between the current values of all commodities in cell G9.
Ensure the Analysis ToolPak is loaded. Create a descriptive statistics summary based on the current value of investments in column E. Display the output in cell G12.
Format the mean, median, mode, minimum, maximum, and sum in the report as Accounting Number Format. Resize the column as needed.
Use the FREQUENCY function to calculate the frequency distribution of commodity values based on the values located in the range I6:I10.
Click the Trend worksheet and use the CORREL function to calculate the correlation of purchase price and current value listed in the range C3:D9.
Create a Forecast Sheet displaying a forecast of purchase price through 1/1/2025. Name the worksheet Forecast_2025. Mac users, insert a new sheet named Forecast_2025. Copy the range B2:C9 on the Trend worksheet and paste it into cell A1 on the Forecast_2025 sheet. Type Forecast(Purchase Price) in cell C1 and 1/1/2025 in cell A9. In cell C9, enter the formula =FORECAST.ETS(A9,B2:B8,A2:A8).
Save and close EXP19_Excel_Ch08_ML1_HW_PortfolioAnalysis. Exit Excel. Submit the file as directed.