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https://github.com/bishopce16/stock-analysis
Using VBA to analysis green stock for Steve, to discover which stocks are worth the investment for his parents.
https://github.com/bishopce16/stock-analysis
vba-excel visual-studio-code
Last synced: about 2 months ago
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Using VBA to analysis green stock for Steve, to discover which stocks are worth the investment for his parents.
- Host: GitHub
- URL: https://github.com/bishopce16/stock-analysis
- Owner: bishopce16
- Created: 2022-06-16T19:52:11.000Z (over 2 years ago)
- Default Branch: main
- Last Pushed: 2022-06-23T22:52:04.000Z (over 2 years ago)
- Last Synced: 2024-10-24T04:28:44.567Z (2 months ago)
- Topics: vba-excel, visual-studio-code
- Homepage:
- Size: 2.67 MB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
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README
# stock-analysis
## Overview of Project
### Purpose
Using Visual Basic Application or VBA to analysis green stock for Steve, to discover which stocks are worth the investment for his parents. To accomplished this, we had to find the stock’s ticker, total daily volume and annual return value in the year 2017 and 2018. We created a run button to support Steve in future projects, as well as refactoring the original code to improve its productivity.
## Results
### Refactoring the Green Stock Analysis Code
Refactoring the code involved first copying the original code and changing the nested loops and creating four different arrays: tickers, tickerVolumes, tickerStartingPrices, and tickerEndingPrices.
#### Refactored Code
Sub AllStocksAnalysisRefactored()
Dim startTime As Single
Dim endTime As Single
yearValue = InputBox("What year would you like to run the analysis on?")
startTime = Timer
'Format the output sheet on All Stocks Analysis worksheet
Worksheets("All Stocks Analysis").Activate
Range("A1").Value = "All Stocks (" + yearValue + ")"
'Create a header row
Cells(3, 1).Value = "Ticker"
Cells(3, 2).Value = "Total Daily Volume"
Cells(3, 3).Value = "Return"
'Initialize array of all tickers
Dim tickers(12) As String
tickers(0) = "AY"
tickers(1) = "CSIQ"
tickers(2) = "DQ"
tickers(3) = "ENPH"
tickers(4) = "FSLR"
tickers(5) = "HASI"
tickers(6) = "JKS"
tickers(7) = "RUN"
tickers(8) = "SEDG"
tickers(9) = "SPWR"
tickers(10) = "TERP"
tickers(11) = "VSLR"
'Activate data worksheet
Sheets(yearValue).Activate
'Get the number of rows to loop over
RowCount = Cells(Rows.Count, "A").End(xlUp).Row
'1a) Create a ticker Index
tickerIndex = 0
'1b) Create three output arrays
Dim tickerVolumes(12) As Long
Dim tickerStartingPrices(12) As Single
Dim tickerEndingPrices(12) As Single
'2a) Create a for loop to initialize the tickerVolumes to zero.
For i = 0 To 11
tickerVolumes(i) = 0
Next i
'2b) Loop over all the rows in the spreadsheet.
For i = 2 To RowCount
'3a) Increase volume for current ticker
tickerVolumes(tickerIndex) = tickerVolumes(tickerIndex) + Cells(i, 8).Value
'3b) Check if the current row is the first row with the selected tickerIndex.
'If Then
If Cells(i - 1, 1).Value <> tickers(tickerIndex) Then
tickerStartingPrices(tickerIndex) = Cells(i, 6).Value
End If
'End If
'3c) check if the current row is the last row with the selected ticker
'If the next row’s ticker doesn’t match, increase the tickerIndex.
'If Then
If Cells(i + 1, 1).Value <> tickers(tickerIndex) Then
tickerEndingPrices(tickerIndex) = Cells(i, 6).Value
'3d Increase the tickerIndex.
tickerIndex = tickerIndex + 1
End If
'End If
Next i
'4) Loop through your arrays to output the Ticker, Total Daily Volume, and Return.
For i = 0 To 11
Worksheets("All Stocks Analysis").Activate
tickerIndex = i
Cells(4 + i, 1).Value = tickers(tickerIndex)
Cells(4 + i, 2).Value = tickerVolumes(tickerIndex)
Cells(4 + i, 3).Value = tickerEndingPrices(tickerIndex) / tickerStartingPrices(tickerIndex) - 1
Next i
'Formatting
Worksheets("All Stocks Analysis").Activate
Range("A3:C3").Font.FontStyle = "Bold"
Range("A3:C3").Borders(xlEdgeBottom).LineStyle = xlContinuous
Range("B4:B15").NumberFormat = "#,##0"
Range("C4:C15").NumberFormat = "0.0%"
Columns("B").AutoFit
dataRowStart = 4
dataRowEnd = 15
For i = dataRowStart To dataRowEnd
If Cells(i, 3) > 0 Then
Cells(i, 3).Interior.Color = vbGreen
Else
Cells(i, 3).Interior.Color = vbRed
End If
Next i
endTime = Timer
MsgBox "This code ran in " & (endTime - startTime) & " seconds for the year " & (yearValue)
End Sub
#### Original Code
Sub MacroCheck()
Dim testMessage As String
testMessage = "Hello World!"
MsgBox (testMessage)
End Sub
Sub DQAnalysis()
Worksheets("DQ Analysis").Activate
Range("A1").Value = "DAQO (Ticker: DQ)"
'Create a header row
Cells(3, 1).Value = "Year"
Cells(3, 2).Value = "Total Daily Volume"
Cells(3, 3).Value = "Return"
Worksheets("2018").Activate
'set initial volume to zero
totalVolume = 0
Dim startingPrice As Double
Dim endingPrice As Double
'Establish the number of rows to loop over
rowStart = 2
rowEnd = Cells(Rows.Count, "A").End(xlUp).Row
'loop over all the rows
For i = rowStart To rowEnd
If Cells(i, 1).Value = "DQ" Then
'increase totalVolume by the value in the current row
totalVolume = totalVolume + Cells(i, 8).Value
End If
If Cells(i - 1, 1).Value <> "DQ" And Cells(i, 1).Value = "DQ" Then
startingPrice = Cells(i, 6).Value
End If
If Cells(i + 1, 1).Value <> "DQ" And Cells(i, 1).Value = "DQ" Then
endingPrice = Cells(i, 6).Value
End If
Next i
Worksheets("DQ Analysis").Activate
Cells(4, 1).Value = 2018
Cells(4, 2).Value = totalVolume
Cells(4, 3).Value = (endingPrice / startingPrice) - 1
End Sub
Sub AllStocksAnalysis()
Dim startTime As Single
Dim endTime As Single
yearValue = InputBox("What year would you like to run the analysis on?")
startTime = Timer
'1) Format the output sheet on All Stocks Analysis worksheet
Worksheets("All Stocks Analysis").Activate
Range("A1").Value = "All Stocks (" + yearValue + ")"
'Create a header row
Cells(3, 1).Value = "Ticker"
Cells(3, 2).Value = "Total Daily Volume"
Cells(3, 3).Value = "Return"
'2) Initialize array of all tickers
Dim tickers(11) As String
tickers(0) = "AY"
tickers(1) = "CSIQ"
tickers(2) = "DQ"
tickers(3) = "ENPH"
tickers(4) = "FSLR"
tickers(5) = "HASI"
tickers(6) = "JKS"
tickers(7) = "RUN"
tickers(8) = "SEDG"
tickers(9) = "SPWR"
tickers(10) = "TERP"
tickers(11) = "VSLR"
'3a) Initialize variables for starting price and ending price
Dim startingPrice As Single
Dim endingPrice As Single
'3b) Activate data worksheet
Worksheets(yearValue).Activate
'3c) Get the number of rows to loop over
RowCount = Cells(Rows.Count, "A").End(xlUp).Row
'4) Loop through tickers
For i = 0 To 11
ticker = tickers(i)
totalVolume = 0
'5) loop through rows in the data
Worksheets(yearValue).Activate
For j = 2 To RowCount
'5a) Get total volume for current ticker
If Cells(j, 1).Value = ticker Then
totalVolume = totalVolume + Cells(j, 8).Value
End If
'5b) get starting price for current ticker
If Cells(j - 1, 1).Value <> ticker And Cells(j, 1).Value = ticker Then
startingPrice = Cells(j, 6).Value
End If
'5c) get ending price for current ticker
If Cells(j + 1, 1).Value <> ticker And Cells(j, 1).Value = ticker Then
endingPrice = Cells(j, 6).Value
End If
Next j
'6) Output data for current ticker
Worksheets("All Stocks Analysis").Activate
Cells(4 + i, 1).Value = ticker
Cells(4 + i, 2).Value = totalVolume
Cells(4 + i, 3).Value = endingPrice / startingPrice - 1
Next i
endTime = Timer
MsgBox "This code ran in " & (endTime - startTime) & " seconds for the year " & (yearValue)
End Sub
Sub formatAllStocksAnalysisTable()
'Formatting
Worksheets("All Stocks Analysis").Activate
Range("A3:C3").Font.Bold = True
Range("A3:C3").Borders(xlEdgeBottom).LineStyle = xlContinuous
Range("B4:B15").NumberFormat = "#,##0"
Range("C4:C15").NumberFormat = "0.00%"
Columns("B").AutoFit
If Cells(4, 3) > 0 Then
'Color the cell green
Cells(4, 3).Interior.Color = vbGreen
ElseIf Cells(4, 3) < 0 Then
'Color the cell red
Cells(4, 3).Interior.Color = vbRed
Else
'Clear the cell color
Cells(4, 3).Interior.Color = xlNone
End If
dataRowStart = 4
dataRowEnd = 15
For i = dataRowStart To dataRowEnd
If Cells(i, 3) > 0 Then
'Change cell color to green
Cells(i, 3).Interior.Color = vbGreen
ElseIf Cells(i, 3) < 0 Then
'Change cell color to red
Cells(i, 3).Interior.Color = vbRed
Else
'Clear the cell color
Cells(i, 3).Interior.Color = xlNone
End If
Next i
End Sub
Sub ClearWorksheet()
Cells.Clear
End Sub
Sub yearValueAnalysis()
yearValue = InputBox("What year would you like to run the analysis on?")
End Sub
Below are two screenshots that show the original code’s run times.
Below are two screenshots that show the run time for the refactored code.
The run times indicate the refactored code runs about 0.2 seconds faster than the original code which is more efficient.
## Summary Analysis
Besides a faster run time for the macro code, one of the major advantages of refactoring code is that it also helps create a cleaner code. A cleaner code makes the project easier to read and interpret, which can help in debugging, quicker programming, software and design improvements. Another advantage of refactoring VBA script is that you can use as much of the original code as want or need to, however, without a solid grasp of the VBA syntax you could take a working code and potentially make it unusable.
The original code should always be saved, as one of the major disadvantages of refactoring code is that the refactored code could become unusable.