Getting the lesson data spreadsheet:
To use the FTS Portfolio Return Module first get historical price or return
data into Excel. By using the FTS Historical Data Collection Module you
can automate this process and this is how ca0.xls was created. When using
the Data Collection Module you must first specify each stock or fund's code
in row 1 and continuing across columns for every security you want to collect
data for. The Data Collection Module lets you specify what type, Daily,
Weekly or Monthly and over what time period.
To keep this lesson simple we will use six securities.
The FTS Modules let you work with as many as your PC memory will handle.
To start this lesson launch the Excel spreadsheet
ca0.xls by double clicking on the
User Note: You can use data in either price or return format. In
this lesson our raw data is in price format. In addition, Excel is the data
source so any data cleaning or prior re-working of data (i.e., fixing up
missing data etc., should be done in Excel which it is well suited to).
Once you attach to an Excel Spreadsheet the FTS Portfolio Return Module
assumes that it has already been cleaned up if necessary.