Mutual Fund Assistance Model

This Project mainly deals with selecting mutual funds, an asset class that gives instant diversification to the average investor. For those taking BusM418, mutual funds are an integral part of building your Personal Financial Plan. Seeing as their are 1,000's of mutual funds, it can be hard to tell which is best for you. Students are encouraged to use Morningstar, a financial services data provider, to screen mutual funds by your personal criteria. This narrows your search substanstially. But what if you still have hundreds of mutual funds to choose from? Do you simply look through all of them and then choose randomly? No! You use this program to aggregate all of the data, and then filter and sort according to your desire. This project is designed to aggregate all of the mutual funds that have made it passed your screening process, and put in a spreadsheet so the user can manipulate what they like to see, what they don't like to see and sort according to their preferences. My goal of this project is to help students make a more well-informed investment decisions by being able to see all of the information together in hopes that they may earn a good return on their mutual fund investment.


Writeup:
http://files.gove.net/shares/files/10f/tmoody2/VBA_FInal_Project_Writeup.pdf

Project:
http://files.gove.net/shares/files/10f/tmoody2/Final_Project_Isys520_5.xlsm