Author: Christine Farr


This is the first of two Excel assignments you will complete in this course. Before you get started, be sure to watch the Yahoo! Finance and Investor Relations video. For this assignment, consider the stock you own in your TDAU thinkorswim portfolio. Choose one of the companies from your portfolio and use Yahoo!Finance to complete the following steps:1. Financial ReportsFor the company you have selected, find the most recent annual balance sheet, annual income statement, and annual statement of cash flows.Copy each of these three reports to its own worksheet within a single Excel file. The first worksheet should be titled 20XX Balance Sheet; the second, 20XXIncome Statement; the third, 20XX Cash Flow. (Replace the XX with the appropriate year.) The image below illustrates the way the file should be set up.2. Stock PricesCreate a fourth worksheet within the same Excel file for historical stock prices. (You can name the worksheet Stock Prices.)On the Yahoo! Finance page for your company, click the Historical Prices link on the left-hand side. Find the stock prices for the most recentseven weekdays in the Adj Close column. The Adj Close stock price is adjusted for dividends and stock splits. In your Excel file, enter thoseseven prices.On the Stock Prices worksheet, use an Excel formula to calculate the stock price’s rate of return over that seven-day period. To do this,1. Subtract the stock price of the first day from the stock price of the last day.2. Divide this amount by the stock price from the first day.3. Multiply by 100 to get the rate of return. 3. ProfessionalismFormat the data on all worksheets so that the file has a neat and professional appearance.4. ReferencesAt the bottom of each data tab in the spreadsheet, include a link and a properly formatted citation referencing the location of the data used.Guidelines for Submission: Submit an Excel file that meets the criteria described in the prompt. Citations should be formatted according to APA style.

See More
Try a College Course Free

Sophia’s self-paced online courses are a great way to save time and money as you earn credits eligible for transfer to over 2,000 colleges and universities.*

Begin Free Trial
No credit card required

25 Sophia partners guarantee credit transfer.

226 Institutions have accepted or given pre-approval for credit transfer.

* The American Council on Education's College Credit Recommendation Service (ACE Credit®) has evaluated and recommended college credit for 21 of Sophia’s online courses. More than 2,000 colleges and universities consider ACE CREDIT recommendations in determining the applicability to their course and degree programs.