PORTFOLIO/VBA ASSIGNMENT – PROJECT IIIPORTFOLIO/VBA ASSIGNMENT - PROJECT III
Due Date: Friday 7 June 2019, 23:59 Weighting: 30% Sort: Particular person Submission: Digital Submission by way of AUT On-line
Full your solutions on this excel workbook: Answer_File_(V1_2019).xlsm, upon getting completed your solutions, add your options to Blackboard to be marked. It's a must to full the 2 following duties utilizing VBA:
Buying and selling Technique (20 marks)
Within the worksheets “Costs” and “Value-to-E book Values”, you could find month-to-month share costs and market values for NZ shares, respectively. Use this data to implement a buying and selling technique that, on the finish of every June, buys the shares belonging to the 10% of the shares with the bottom price-to-book values and sells the shares belonging to then 10% of the shares with the very best price-to-book values. Then maintain the portfolio for one yr till subsequent June. Within the worksheet “Buying and selling Technique”, generate a graph that reveals the returns of this buying and selling technique over time. On the identical worksheet, present the overall return of this buying and selling technique. Assume that the chosen shares are weighted within the portfolios primarily based on their market values.
Information Scraper (10 marks)
Create a drop-down listing within the worksheet “Information Scraper” utilizing the listing of tickers offered within the worksheet “Ticker”. The person ought to have the ability to choose a ticker within the listing after which to click on on a button. By clicking on the button, the person ought to launch a VBA code that scraps the revenue assertion of the corporate comparable to the ticker from the web for the yr 2016 and show it within the worksheet “Information Scraper” in a readable technique to the person. As a supply of inspiration, you should use the code of the Information Scraper out there within the file “Further VBA 2 – Scrap Information”. In case you are solely capable of do it for a restricted variety of tickers within the listing, spotlight them in crimson and use solely these tickers within the drop-down listing.
On high of the standard advertising standards, the readability and effectivity of the VBA code goes to be thought of within the marking. You'll be able to create different worksheets to retailer data (for the inventory returns for example). Marks will probably be deducted in case you are not utilizing VBA to finish the duties.
The solutions will solely be marked if constructed inside the file AnswerFile.xlsm out there from AUT On-line. College students are anticipated to have the ability to clarify or show any options or strategies of their assignments if requested. College students also needs to bear in mind that stolen USB's, laptops and corrupted information will not be thought of grounds for an extension beneath the BBus Evaluation Tips, ensure you again up your work securely.