Assignment
You will develop a GUI that will provide the interface for selecting and running four Financial Models. Through the GUI the user will be able to identify the necessary data sources, the model to be run, and where the results are to be displayed. This will involve several types of Financial analysis.
You will want to provide at least one separate spreadsheet for each financial model and carry out the transition between spreadsheets.
In addition, each financial model will require a different User Form.
So, there will be at least five forms: the Main form and then one for each financial model.
Financial Model specifics:
Provide GUI and models for the following:
• Portfolio Optimization - user selects up to ten stocks and selects the relative weights of each asset. You then calculate the portfolio mean and variance.
You will retrieve the data for the stocks selected. You will need to calculate the returns, the variance, and covariance for the selected stocks.
• CAPM - you will identify ten assets (stocks) and identify the index and include Beta calculation for the ten stocks. Use any market index - such as SP 500.
• Option Pricing Model - Binomial Option Pricing: The user provides the number of periods, the risk, the mean, the initial stock price, and the type of option: put or call. Assume American
• Simulation of Stock price over a period of over any given time period and mean, volatility, and interval. The user will submit the stock price, the interval time periods, the mean, volatility, and the time period.
Deliverables:
1. Workbook: Spreadsheets - submitted on Canvas.
2. Report following the general report format from 10 pages.
• Cover page
• TOC - table of contents
• Introduction to the project report and its contents.
• Description of project - describe the project, its purpose, what is entailed in achieving it.
• Models description - describe each model overall and how it is used and its purpose
• Implementation of models (use screenshots)- Discuss your implementation of the model and the GUI for each one. You will want to capture it in operation.
• Conclusion
Summarize your work and the results of your VBA application.
• Appendix - Use this for secondary material
o Sources - where are the data, the files, the spreadsheets located
o Spreadsheets - Screen shots of each spreadsheet.
o VBA Code - Provide a listing of all the VBA code that you developed.
Format your assignment according to the following formatting requirements:
1. The answer should be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
2. The response also includes a cover page containing the title of the assignment, the student's name, the course title, and the date. The cover page is not included in the required page length.
3. Also include a reference page. The Citations and references should follow APA format. The reference page is not included in the required page length.