Project to show performance metrics for selected stocks

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Original post:

Hi I was struggling with an excel and VBA assignment and wondering if anyone can help?

I have to create a user-friendly input system,
either as a window or within a worksheet, to collect specific information from
users. Here are the details:
? Users should be able to input their personal information, including their
name, age, and initial investment amount.
? They should also be able to select a stock of their choice.
? Users can specify their preferred performance metrics, such as high
profits, low volatility, or a high Sharpe/Sortino ratio.
? Include a 'Start' button that, when clicked, initiates the calculations.
Upon receiving this information and clicking 'Start,' the system should:
? Identify and report the name of the technical trading rule that best
aligns with the user's specified requirements for performance metrics.
For example, if the users choose the Sharpe ratio (volatility) as the
performance metric, the trading rule with the highest (lowest) Sharpe
ratio should be presented.
? Generate a cumulative performance plot based on the returns
generated by the chosen trading rule and the initial investment amount.

I have attached the performance summary and my attempt

After this I have to enhance the worksheet by adding
an 'Out-of-Sample' button, which will provide users with information about the
performance of a chosen trading rule outside the sample period between
01/09/2023 and the current date (the date when the user opens the
workbook). Here's what you need to do:
? Apply a suitable method to collect the out-of-sample daily stock prices
via external data sources, e.g., Yahoo Finance and Google Finance, to
ensure sufficient data to conduct the trading rules between 01/09/2023
and the current date (the date when the user opens the workbook).
? Design a suitable method to display the performance of the selected
trading rule. When the user clicks the 'Out-of-Sample' button, a
userform box should pop up, allowing users to pick a specific stock and
a trading rule.
? After the user makes their selections, another message box should
appear, presenting the out-of-sample performance metrics. This should
include the average, standard deviation, and Sharpe ratio for the return
series generated by the chosen trading rule from 01/09/2023 to the
present date.

I am really struggling and would appreicate any help today/tomorrow as it is due tomorrow

Welcome to the Forum emms256!

When did you receive this assignment?

I have reviewed your file. You said it is your attempt, but I do not see any progress towards any part of the assignment you have described. There is some data for five stocks. The data is being retrieved from an external file that we have no access to:

d.docs.live.net/cdc0028b32e8e7ce/Documents/Excel FIN2020/FIN2020 Assignment copy 4.xlsm

so we have no idea data is available to you.

There is one button but the assigned macro is also in the file above.

In short, you have a huge assignment and are asking us to do it all for you, for free, and on very short notice.

Please do not delete post content that may benefit others.

Thread closed.