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Financial Modeling Fundamentals Data Collection Graphing Rates of Return Regression CAPM.

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Presentation on theme: "Financial Modeling Fundamentals Data Collection Graphing Rates of Return Regression CAPM."— Presentation transcript:

1 Financial Modeling Fundamentals Data Collection Graphing Rates of Return Regression CAPM

2 Graphing

3 Financial Markets: A Practicum © Oltheten & Waspi 2012 Candlestick

4 Financial Markets: A Practicum © Oltheten & Waspi 2012 Candlestick  Candlestick  Lines from low to high  Solid bar from open to close down  Open bar from open to close up high low close open

5 Financial Markets: A Practicum © Oltheten & Waspi 2012 Candlestick  Candlestick  You can also use green = up red = down high low close open

6 Financial Markets: A Practicum © Oltheten & Waspi 2012 Candlestick  The candlestick is a standard chart in Excel  Data must be in the form  Date  Open  High  Low  Close  Data must be split adjusted

7 Financial Markets: A Practicum © Oltheten & Waspi 2012 Charts – High Low Close  If we chart directly from raw data we get 50:1 split January 21, 2010

8 Financial Markets: A Practicum © Oltheten & Waspi 2012 Split Adjust  Open, High, Low, Close, & Volume numbers need to be adjusted for splits.  NEVER mess with the raw data; relay it to where you can make adjustments.

9 Financial Markets: A Practicum © Oltheten & Waspi 2012 Split Adjust  New Worksheet  Label it Candlestick  Relay titles  A1 = Data!A1  F1 = Data!J1 Rule #1:  Never enter the same information more than once.

10 Financial Markets: A Practicum © Oltheten & Waspi 2012  Open and High need to be divided by 50  Low and Close need to be divided by 1 Split Adjust The closing price of $3,353.00 represents 50 shares, not 1

11 Financial Markets: A Practicum © Oltheten & Waspi 2012 Split Adjust  Relay data  Date: A3 = Data!A3  Open:B3 = Data!C3/Data!$I3  High:C3 = Data!D3/Data!$I3  Low:D3 = Data!E3/Data!$I2  Close:E3 = Data!F3/Data!$I2  Volume:F3 = Data!G3*Data!$I3 Split factor Post split factor

12 Financial Markets: A Practicum © Oltheten & Waspi 2012 Split Adjust  Verify that adjusted data makes sense

13 Financial Markets: A Practicum © Oltheten & Waspi 2012 Charting  Highlight the date, high, low, close data.  Select [Other Charts] [Stock] [Candlestick]

14 Financial Markets: A Practicum © Oltheten & Waspi 2012 Charting  Excel default candlestick

15 Financial Markets: A Practicum © Oltheten & Waspi 2012 Format  Select chart  Chart Tools [Design][Layout][Format]  Under [Layout] select each element of the chart from the dropdown list and [Format Selection]

16 Financial Markets: A Practicum © Oltheten & Waspi 2012 Format  Stock Charts are Line charts  Format horizontal axis to reflect dates  Base units of months when data is monthly etc.

17 Financial Markets: A Practicum © Oltheten & Waspi 2012 Format  The vertical axis should be left on automatic so that it adjusts to new data.  Set [Number] to 0 decimal places

18 Financial Markets: A Practicum Format © Oltheten & Waspi 2012 Same graph but with the base units in days rather than months. Excel forces the bar width to May 1, 2008 instead of May 2008

19 Financial Markets: A Practicum Format  Adjust the gap for any of the series You cannot adjust the gap in excel 2007 © Oltheten & Waspi 2012

20 Financial Markets: A Practicum Format  Format Up and Down bars to your selected colors © Oltheten & Waspi 2012

21 Financial Markets: A Practicum © Oltheten & Waspi 2012 Format  The vertical axis can be left on automatic so that it adjusts to new data or fixed to optimize the current chart.

22 Financial Markets: A Practicum © Oltheten & Waspi 2012 Format  Add dynamic Chart Title  [Layout][Chart Title][Center Overlay Title]  Click inside the title box, click inside the function bar, enter =, click in cell A1, [Enter]  Format to match font and size © Oltheten & Waspi 2012

23 Financial Markets: A Practicum Format © Oltheten & Waspi 2012

24 Financial Markets: A Practicum © Oltheten & Waspi 2012 Best Practice  Place charts under a Titlebar. Placed for easy viewing, under the Titlebar so that it prints properly

25 Financial Markets: A Practicum © Oltheten & Waspi 2012 Best Practice  Format charts to fit the model  Use the same font and font size as the model This looks unprofessional

26 Financial Markets: A Practicum © Oltheten & Waspi 2012 Best Practice  Always submit a model  open to the top sheet  focus in A1 in each sheet  View size at 100% Professional Save

27 Graphing

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