Mutual Fund Evaluation Tool (Morningstar.com)

This final project was created for the BYU BUSM 418 Financial Planning class that is taught by Dr. Bryan Sudweeks.  In this course, a number of financial teaching tools have been made available for the students to help them both in the course and throughout their lives.  Each tool is focused on providing assistance in some area of personal finance.

Under the direction of Dr. Sudweeks, an excel VBA spreadsheet was developed to be used in the investing section of the course to assist students in evaluating the historical and ongoing performance of mutual funds.  The developed solution uses VBA code to connect via the internet to Morningstar.com from which fund data is gathered and assembled into customized reports based upon selections made by the user.  The tool only works on PCs, requires Internet Explorer, and an active internet connection.

Final Project Report

Mutual Fund Evaluation Tool