Using Word, create the planning document for your Excel portfolio workbook that includes a list of at least 10 investments.

  • Using Word, create the planning document for your Excel portfolio workbook that includes a list of at least 10 investments.
    • You may use news sources and analyses from the Internet or scholarly sources like the Online Library.
As you conduct research for your Excel project, keep in mind that, at a minimum, the following issues must be addressed:

  • What data about investments is important?
  • What information would an investor need on a daily basis?
  • How are investments analyzed for performance?
  • How could this information be shown in a workbook?

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