STOCK ANALYZER REQUIREMENTS

Here’s what I need in an Excel program or an App for an Iphone 12

BE ABLE TO SETUP A PORTFOLIO

Manually input or delete a stock symbol
Manually input or delete number of shares owned
Manually input initial cost per share you bought at
Manually input amount of loss willing to accept by percentage (LOSS %)
Done in the background…. Assigns the cost per share you bought at as “HIGHEST PRICE”
Be able to thumb thru the entire portfolio stock by stock (Main line showing only). To see more data, one
needs to touch or click on the Stock symbol to see the SUB-LINE

ON THE MAIN LINE FOR EACH STOCK, SHOW

Stock symbol
Number of shares own
Current Stock price
LA Price (see below for more info)
Colored “FLAG” symbol (See below for more info)

ON THE SUB-LINE (Additional metrics that I want to see for each stock),
Current 50 day moving average
Current 50 day moving average trend (up, down, flat) or (positive or negative)
Total Gain/Loss for each stock  observe each day
Dividend per share for each stock
Dividend yield for each stock
Total estimated annual dividend for each stock

NOTE: ONCE THE STOCK’S DATA IS INITIALLY ENTERED, SUBSEQUENT ANALYSIS

NEEDS TO HAPPEN FROM THE NEXT DAY ON.

I WILL Need a command that requires me to put in a date (that is later than the initial data entry)
and then pulls the stock data (closing price) from the internet for every stock in the portfolio for
that given day. This is the whole that I’ve had in my excel spreadsheet…. Pulling stock data from
the internet

Does a comparison of that day’s stock price against its “HIGHEST PRICE” to determine if the latest
stock price is higher or lower than the “HIGHEST PRICE”.

1) If higher than the current “HIGHEST PRICE”, then the program should change the
“HIGHEST PRICE” value to the latest stock price.
2) If lower than the current “HIGHEST PRICE”, then the program should not change the
“HIGHEST PRICE” value at all.
3) Does a calculation of “HIGHEST PRICE” times (100% – LOSS%), then assigns this
value to “LA PRICE” …. Stands for “Lowest Acceptable Price”

Does a comparison of that day’s stock price against the “LA Price” to determine if it’s higher or lower.
1) If the day’s stock price is lower, then the program should change the color of the
“FLAG” to yellow
2) If the day’s stock price is higher, then the program should change the color of the
“FLAG” to Green.
SUMMARY OF DATA THAT WILL NEED TO BE IMPORTED FROM THE INTERNET FOR
EACH STOCK
Current Stock price
Dividend per share for each stock
Dividend yield for each stock … (this can also be calculated)
Current 50 day moving average