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Excel Market Analysis Toolkit -Task 1

The Excel Market Analysis Toolkit assists users in analyzing market trends and portfolio performance through various metrics and tools. It provides guidance for both Excel users and non-users, including key metrics like average sector growth and volatility index. The toolkit also includes performance data for different sectors and asset allocations to facilitate data-driven decision-making.

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officialshanaya1113
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10 views

Excel Market Analysis Toolkit -Task 1

The Excel Market Analysis Toolkit assists users in analyzing market trends and portfolio performance through various metrics and tools. It provides guidance for both Excel users and non-users, including key metrics like average sector growth and volatility index. The toolkit also includes performance data for different sectors and asset allocations to facilitate data-driven decision-making.

Uploaded by

officialshanaya1113
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Welcome to the Excel Market Analysis Toolkit!

This toolkit is designed to help you analyze market trends, assess portfolio performance, and craft actionable recommendation

How to Use This Toolkit:


1. Navigate through the tabs to access specific tools and datasets.
2. Explore each tab to complete your analysis.
3. Use the information to uncover trends and make data-driven decisions.

Tips for Non-Excel Users:


- Hover over cells with red corners for tooltips.
- Use the 'Help' tab for quick Excel function references.
ctionable recommendations.
Metric Description Formula Example
Average Sector Growth The average percentage growth across AVERAGE
Max Sector Growth The highest percentage growth observe MAX
Volatility Index A measure of variability or volatility STDEV
Instructions
Analyze this metric to understand overall sector performance trends.
Use this metric to identify the sector with the most significant growth.
High values indicate more volatility, requiring attention for risk management.
Sector Q1 Performance (%) Q2 Performance (%) Q3 Performance (%) Q4 Performance (%)
Technology 5.2 6.5 4.3 3.9
Healthcare -2.3 -1.4 0.5 1.1
Financials 3.4 2.8 1.2 2.5
Energy 7.8 5.6 -0.8 -1.1
Consumer Goods 1.1 3.2 2.4 4
Date Interest Rate (%) Technology Impact (%) Healthcare Impact (%) Financials Impact (%)
2025-01-01 2.5 1.5 1.2 0.8
2025-02-01 2.75 1.8 1.5 1
2025-03-01 3 -0.8 0.2 -0.5
2025-04-01 3.25 2 2.5 1.2
Energy Impact (%) Consumer Goods Impact (%)
2 1
2.5 1.2
-1 -0.3
3 1.8
Client Priority Current Allocation (%) Target Allocation (%) Adjustment Needed
Diversification 25 30 0
Sustainability 20 25 0
Moderate Growth 35 30 0
Risk Mitigation 20 15 0
Asset Allocation (%) Historical Return (%) Standard Deviation (%) Q1 Performance (%)
Stock A 30 8 15 2.5
Stock B 25 10 18 3
Stock C 20 12 22 4.5
Bond A 15 4 5 1
Bond B 10 3 4 0.8
Q2 Performance (%) Q3 Performance (%) Q4 Performance (%)
1.8 -1 3.2
2.5 -0.8 4
3.8 -2 5
0.9 0.5 1.2
0.7 0.4 0.9
Asset Allocation (%) Historical Return (%) Standard Deviation (%)
Stock A 30 8 15
Stock B 25 10 18
Stock C 20 12 22
Bond A 15 4 5
Bond B 10 3 4
Metric Value
Total Portfolio Value $1,000,000
Average Return 8.50%
Portfolio Volatility 14%
Term Definition
Volatility A measure of the price variation of a financial instrument over time.
Diversification The process of spreading investments across various assets to reduce risk.
Standard Deviation A statistical measure of the dispersion of returns for a given investment.

Excel Function Usage


AVERAGE Calculates the mean of a range of numbers.
STDEV Measures the standard deviation of a range of numbers.
VLOOKUP Finds values in a table based on a key value.

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