Performing analysis on stock data to make financial recommendations.
stock-analysis
Performing analysis on stock data to make financial recommendations.
Challenge
Helped Steve, a finance major, evaluate multiple stocks through the years so that he can help his parents diversify their funds.
Originally, Steve's parents were interested in DQ stock. However, after evaluating the stock, the yearly return was down 62.6%. So, we needed to investigate the funds further.
The All Stocks Analysis evalutaes the selected stocks in the year either 2017 or 2018, depending on which one Steve is evaluating. By running the macro for each year, the yearly return will populate for each stock. Although the majority of the stocks are up in the year 2017, most of them decreased in the year 2018. If Steve is basing his analysis off of 2018, he might recommend ENPH and RUN since they have yearly returns of 81.92% and 83.95% respectively.