amuthusa / stock-analysis

stock-analysis

Summary

The project does the analysis of green energy stocks for a given year. Green stocks is an Excel file with macros that has green stock data for the following years 2017 and 2018. The main idea is to analyze and recommend one or more green stock based on their performance. This project uses Virtual Basic for Applications in Microsoft Excel. So both Microsoft Excel and VBA is a pre-requisite.

Module 1 in VBA (subroutine name: DQAnalysis)

Analyzed the DQ stock in the year 2018 based on the data provided. The calculated total daily volume of stocks traded, rate of return for the entire year. This would allow Steve to find the state of DQ stock and to recommend his Dad about his DQ stock investment.

Module 4 in VBA (subroutine name: DoAnalysisForAllTicker)

For the same 2018 year added logic to iterate over all the stocks. The calculated total daily volume of stocks traded, rate of return for the entire year. With additional formatting, we were able to highlight the stock which has positive returns or negative returns for the year 2018. Since Steve is looking for a better stock for his Dad's portfolio this would help him better.

Challenge

Module 2 in VBA (subroutine name: RefactoredAllStocksAnalysis)

Refactored the code to take the year as an input and based on the year selected to read the corresponding sheet to get the list of tickers and their corresponding starting price, ending price, the total daily volume of stocks traded. Once the data is collected calculated the rate of return for each of the tickers and highlighted positive or negative returns. Also by refactoring we would be able to analyze the data for a given year much faster and make a decision. In our case, Steve would be able to look both 2017, 2018 data. Though DQ stock performed well in 2017 with a close to 200% rate of return the subsequent year the rate return was negative with 62% down, while ENPH had a profit for both 2017 and 2018 with 129% and 81% respectively. So Steve would be able to recommend ENPH stock for his Dad's portfolio compared to DQ. Look at the attached 2017 and 2018 stock analysis for more details.