Ten Basic Steps...

Win O R S, Equity Portfolio…

Step One: Start Win O R S.   Additionally, open a Microsoft Word document. If this is the first Word document for this assignment, then start Word by use of the Windows Start menu. If you have previously created a Word document then you must open the document by using the following Win O R S menu tree:. Solution.. Open M-S Word document…

Step Two. There are several way to setup a portfolio. The basic discussion focuses on the user input of individual ticker symbols. Choose the menu sequence:. Data.  Create Portfolio From.  Ticker Symbol.  The Complete List of Companies appears next.  Accept all defaults settings.  Highlight one or more firm ticker symbols using the standard Windows keystrokes.  That is, use C-T-R-L with a left-mouse click to highlight. Click Update when done.

Step Three.  Add, or, delete individual ticker symbols. To add, that is, insert new ticker symbols you must place your cursor on the row labeled insert.  The word insert is in the red color, see column, A,. Use a right mouse click to pop-up a menu.  Choose Insert.  Conversely, to delete a symbol, place your cursor on the desired symbol. Use a right mouse click to pop-up the edit menu. Choose delete.

Step Four. Manually, update the following spreadsheet columns:. Quantity, or the number of shares held. This data is found in column, W. The default is set to five-hundred shares.   Also, update price paid. This data is found in column, V. In the latter case, when the cell is left blank, it will be filled with the current price upon an automatic update.

Step Five. Update prices and all market information.  Click on the dollar sign glyph. Choose Update.  The Internet Price Retrieval dialog box appears next. Accept all default entries.  Click on Update. Note:  ticker symbols are keyed to the Yahoo database. If a ticker symbol is not found, then place the cursor over that symbol in column, A.  Use a right-mouse click to pop-up a context sensitive menu.  Choose Symbol Lookup. Enter the corporate name into the input box. Check the security type. Click O-K. This will invoke the symbol lookup feature of Yahoo in your registered browser.  Find the correct symbol and enter into the spreadsheet.

Step Six.  Perform a historical test on the portfolio valuation.  Choose the menu sequence:.  Applications.  Finance Methods.  Portfolio Management. Current Portfolio. Historical Valuation.  A dual calendar appears next.  The left-side calendar is used to indicate the begin date for the historical valuation.  The right-side calendar is used to indicate the ending date for the historical valuation. Set as desired.  Click O-K when ready.

Step Seven.  View the history tab.  The value of the current portfolio over all selected historical dates is displayed.  Summary measures are also computed.  Additionally, the value of the, S, and, P, five-hundred index is displayed for the same dates.  Advanced users will note that when an optimal portfolio is included for reference, the value of this portfolio is also appended.

Step Eight.  View diagnostic charts.  Choose the menu sequence:. Charts.  Diagnostics.  Finance Methods. Current Portfolio.

Step Nine: If done, go to step ten. Otherwise, go to step three to edit the ticker symbols for this portfolio.

Step Ten:  Save, edit, and close all documents and applications.

This completes the ten basic steps for Equity Portfolio…

[WinORS Basic Steps] [Finance] [Capital Budgeting] [Bank Analysis] [Industrial Statements] [Equity Portfolio] [Efficient Set] [Option Price Simulation] [Statistics] [Learning] [Math Prog]

 NKD-Group, Inc. 1998 - 2004