Incorporate Web Data into Spreadsheet - Excel Project Mod 9

Spreadsheet Planning

Rasmussen College

Esther Tejada

Author Note

This research is being submitted on November 11, 2014, for Professor Jennifer Gwizdala

A141/ACG1033 Section 02 Excel – 2014 Fall Quarter

Spreadsheet planning document

The choice an investment is done by an individual with regard to his or her goals. Different investments offer various benefits and risks. For success of an investment, one must avoid decisions on investment without having full knowledge about the basic working of the investment to avoid losing the money invested.

There are a number of data about an investment that are important to the investor. The investor keenly monitors his or her stock, daily sales, and the challenges in the business environment that directly hinder the activities of the investment.

The investor needs to keenly note the daily sales or business activities on a daily basis. This will help him or her to evaluate whether he or she is losing or gaining in the investment. Record on the stock is taken daily for the investor to be able to easily tale when to add the stock.

Investment analysis is study of how an investment is likely to perform and how suitable it is for an investor. Investors who are not okay with doing their investment analysis can seek professional advice from experts in finance. Investment analysis looks back at previous investment decisions and the thought process of making the investment decision.

Some of the types of investments include;

i. Bonds

A kind of investment grouped in general category called fixed income security. Bond refers to the type of securities, which are founded by the use of debts. If one buys bonds, it’s a way of lending his or her money to the government or a company. They agree to give some money in terms of interest from the money that you have given out and they will later pay you out on the money that you lent out.

ii. Stocks

 By buying stocks one becomes part of the business. The person is then able to vote at shareholders meetings and can get the profit that the company is making.

iii. Mutual Funds

 Mutual fund is a collection of bonds and stocks. It’s a type of investment fund that you pool your money with a number of different investors that enables you to pay a professional manager who selects certain securities for you.

iv. Certificate of Deposit

Its common investment types and it works as a savings account although it is not the same. One receives some interest on deposited amount at regular intervals.

v. Exchange Traded Funds

This is a single investment vehicle that is made up from a group of stocks representing an index. The index is a group of some stocks that represent a given industry, a section of an economy or part of the world.

vi. Money Market Accounts

Money market accounts work as a combination of the savings account and the checking account. The money markets pay higher compared to the traditional savings account. Usually the bank invests the money in short-term basis just like the corporate bonds.

vii. Real Estate

Buying houses or apartments is one of the best investments one can make in the current world. Simply because this investment is durable and it will always bring some income to you as well as your future generation.

viii. Precious Metals or Objects

 In the current economy, many people are investing in scrap gold and precious metals. Simply because scrap gold and precious metals have ready market to sell or buy in case one is need.

ix. Business

There are many kind of business that you can invest your money making you self-employed. Starting your company or starting to buy and sell some products is a way to keep your money safe.

x. Education

Getting wisdom allows one to make better-informed decisions. Education investment the children and also yourself is a better way to get cash from employment and also from the right kind of investment.

Investment information is shown in a workbook through a portfolio slicer which an excel workbook that enables an investor track his or her investments. The workbook is designed to track investment and measure performance. The workbook keeps all trading transactions for purpose of analysis and tracking the investment.

References

Blaustein, R. E. (2009). Eliminating Spreadsheet Risks.

French, T. (1996). Entering data in excel.

Microsoft. (2010). Excel specifications and limits. Office.microsoft.com.

Philip, H. (2005). "Managing spreadsheets .