Track Your Investments: An Instructional Unit using Microsoft Excel 2002 Become Your Financial Planner | Carla McLain | Fall 2008.

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Presentation transcript:

Track Your Investments: An Instructional Unit using Microsoft Excel 2002 Become Your Financial Planner | Carla McLain | Fall 2008

Investors reported losing $30,000 in recent months Where do your investments stand in the stock market? How much money have you gain/loss in the last quarter? Month? Week? Why wait until quarterly statements – take active participation in your investments on a daily, weekly, monthly, or quarterly basis.

Learn how to... Track investments by creating a spreadsheet and generating graphs using knowledge of calculating investments changes using the computer instead of pencil and paper or waiting for statements. Learn at your pace on the computer using Microsoft Excel 2002.

Review the following terms Cell address Label Value Row Data entry bar Cell Active cell Column

Test yourself /MiniPosters/Poster13.html

You will enter your investment information like the example below

Enter your information into the template Data Company Name Cell Address A1 Ticker SymbolA3 Units/SharesD8 Date PurchasedA8 Purchased PriceC8 Today’s DateA12 Current PriceC12

Compare your worksheet to the example below

Review the following terms Cell address Label Value Row Data entry bar Cell Active cell Column

Review the following terms Bar graph Line graph Title Labels Scales Bars Points Line

Test yourself ns/AllTheParts/default.htm

You will generate graphs like the examples below Bar Graph Line Graph

Steps to generate a line graph Step Step 1 Complete Highlight A12 and A13 Step 2Hold Ctrl and highlight D12 and D13 Step 3Select Chart Wizard Step 4Select Line Step 5Select Finish

Steps to generate a bar graph Step Step 1 Complete Highlight A12 and A13 Step 2Hold Ctrl and highlight D12 and D13 Step 3Select Chart Wizard Step 4Select Column Step 5Select Finish

You will generate graphs like the examples below Bar Graph Line Graph

Review the following terms Bar graph Line graph Title Labels Scales Bars Points Line

Review spreadsheet and graph terms Spreadsheet Cell address Graph Bar graph LabelLine graph ValueTitle RowLabels Data entry barScales CellBars Active cellPoints ColumnLine

Reference Sheets kb/documents%5Cmsoffice%5CMicrosoft%20E xcel%20Reference%20Sheets.pdf toolkit/PDF-Files/AppendixC- ExcelCheatSheet.pdf

Now you are prepared... You no longer have to wait for quarterly statements to make decisions about your investments. You can take active participation by tracking your investments on a daily, weekly, monthly, or quarterly basis.