MS Excel charting
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Description
Experience Level: Entry
Description of excel work: Industry: Education
Description of excel work: Creation of charts from data similar to those attached that display relevant info outlined below.
Would like to see the portfolio displayed using some of the column headings; market values, percentage weights, duration contributions, weighted average yield, weighted OAS. For each underlying security along with the following overall portfolio characteristics.
Rating Buckets % Duration Contribution Yield Contribution OAS Contribution
AAA
AA+
AA
AA-
A+
A
A-
BBB+
BBB
BBB-
Duration Buckets % Duration Contribution Yield Contribution OAS Contribution
0-1 yrs
1-2 yrs
2-3 yrs
3-4 yrs
4-5 yrs
5-7 yrs
7-9 yrs
9yrs+
Sector Allocations (Using ML Level 3) % Duration Contribution Yield Contribution OAS Contribution
Country Allocations % Duration Contribution Yield Contribution OAS Contribution
I also have attached an example of the kind of charts I am looking for.
Extra notes:
Extra notes: Industry: Education
Description of excel work: I am constructing an example bond portfolio in excel for teaching purposes, it is to total 100mio using adjustable weightings. Data is all attached but need help on creating graphs and tables to show details.
Would like to see the portfolio displayed using some of the column headings; market values, percentage weights, duration contributions, weighted average yield, weighted OAS. For each underlying security along with the following overall portfolio characteristics.
Rating Buckets % Duration Contribution Yield Contribution OAS Contribution
AAA
AA+
AA
AA-
A+
A
A-
BBB+
BBB
BBB-
Duration Buckets % Duration Contribution Yield Contribution OAS Contribution
0-1 yrs
1-2 yrs
2-3 yrs
3-4 yrs
4-5 yrs
5-7 yrs
7-9 yrs
9yrs+
Sector Allocations (Using ML Level 3) % Duration Contribution Yield Contribution OAS Contribution
Country Allocations % Duration Contribution Yield Contribution OAS Contribution
I also have attached an example of the kind of charts I am looking for.
Extra notes:
Description of excel work: Creation of charts from data similar to those attached that display relevant info outlined below.
Would like to see the portfolio displayed using some of the column headings; market values, percentage weights, duration contributions, weighted average yield, weighted OAS. For each underlying security along with the following overall portfolio characteristics.
Rating Buckets % Duration Contribution Yield Contribution OAS Contribution
AAA
AA+
AA
AA-
A+
A
A-
BBB+
BBB
BBB-
Duration Buckets % Duration Contribution Yield Contribution OAS Contribution
0-1 yrs
1-2 yrs
2-3 yrs
3-4 yrs
4-5 yrs
5-7 yrs
7-9 yrs
9yrs+
Sector Allocations (Using ML Level 3) % Duration Contribution Yield Contribution OAS Contribution
Country Allocations % Duration Contribution Yield Contribution OAS Contribution
I also have attached an example of the kind of charts I am looking for.
Extra notes:
Extra notes: Industry: Education
Description of excel work: I am constructing an example bond portfolio in excel for teaching purposes, it is to total 100mio using adjustable weightings. Data is all attached but need help on creating graphs and tables to show details.
Would like to see the portfolio displayed using some of the column headings; market values, percentage weights, duration contributions, weighted average yield, weighted OAS. For each underlying security along with the following overall portfolio characteristics.
Rating Buckets % Duration Contribution Yield Contribution OAS Contribution
AAA
AA+
AA
AA-
A+
A
A-
BBB+
BBB
BBB-
Duration Buckets % Duration Contribution Yield Contribution OAS Contribution
0-1 yrs
1-2 yrs
2-3 yrs
3-4 yrs
4-5 yrs
5-7 yrs
7-9 yrs
9yrs+
Sector Allocations (Using ML Level 3) % Duration Contribution Yield Contribution OAS Contribution
Country Allocations % Duration Contribution Yield Contribution OAS Contribution
I also have attached an example of the kind of charts I am looking for.
Extra notes:
Eoghan S.
0% (0)Projects Completed
1
Freelancers worked with
1
Projects awarded
100%
Last project
27 Apr 2017
United Kingdom
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