your report should demonstrate your thoughtfulness, rigor, technical proficiency, and ability to tell the story.
The steps, methods, and inputs suggested in this project are for the baseline analysis. You may need to modify them for results that are more accurate.
Clearly state and justify the assumptions you make. Acknowledge any limitations or biases in your analysis.
If you use information from external sources, cite them clearly.
Assemble your report in the following order:
Title page: It should include the stock you analyze, ticker symbol, date, and your names, student IDs, and email addresses.
Executive summary: Summarize your findings and recommendations using 100 words or less.
Main text (limit to 10 or fewer pages): Pull together your findings from previous weeks and and make necessary corrections/revisions. Conclude with your investment recommendation (buy/sell/hold) with the target price.
[Optional] Appendix: Technical or institutional details.
References: If you use information from external sources, cite them here. See Chicago Manual of StyleLinks to an external site. for examples.
Tables and Figures: You may include tables and figures and reference them in the main text of the report. Tables and figures should include descriptive captions, legends, and clear headers. They should be self-contained; do not copy tables and figures directly from Excel without formatting properly. Number tables and figures sequentially.
Submit:
Submit a report that adheres to the following formatting guidelines:
Letter-size paper, with 1” margins top, bottom, left, and right.
12-point serif font, such as Times New Roman, Book Antiqua, and Georgia.
10 or fewer pages in the main text. Other items, such as the title page, the executive summary, etc., do not count toward the page limit.
Double spacing.
Paragraph alignment and indentation should be consistent throughout the entire report.
Headings should be consistent in design at each level.
Each page should be numbered, in the bottom center of the page.
Preferred file format: PDF.
