Equity Stock Ticker: Scraping The Web

Executive Summary

The project I did was based on a company I would like to eventually start. I plan to open up an investment fund in the future once I’ve gained more experience the industry and have a reputable name. There are multiple types of ways to run a fund, it can be passive or active, it can be long or it can be short, it can have equity and bonds or many other asset classes. This project focused specifically on a tool for an analyst, portfolio manager, or fund manager who wants to look up information on a publicly traded company and have some of the basic and important information returned to them. The project involved web scraping using the agent class that Professor Gove developed, along with scraping information from a Bloomberg Computer. Most investment funds will have access to a Bloomberg Terminal and so this would still be a very useful tool. The system I built takes one input, a stock ticker, and from there gives you the options to fill the spreadsheet with all the information you might want through the click of a few macro-linked buttons.


**Just remember that if you want the numbers to show up on the Quarterly Trend Ratios, Annual Trend Ratios, and Competitor Ratios sheets, you need to be on a Bloomberg terminal. It's w237 in the Tanner Building and there are multiple terminals there.

http://files.gove.net/shares/files/16w/julioce/vba_project.xlsm
http://files.gove.net/shares/files/16w/julioce/Final_Project_Write_Up.pdf