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Retail Investor's Perspective
CASE STUDY 1 USING THE INVESTMENT ANALYSIS FORM
Your first case study is to familiarize yourself with the Investment Analysis Form created and shared (see article) and to customize it to your own needs. Add fields that may be of value to yourself but were excluded and remove others. Different forms have different fields and display some of the same information differently. When field-tested, users each came back asking for additional and often different fields and calculations. Common recurring requests were incorporated on some. Not everyone has the same comfort and expertise with spreadsheets and especially if the intent is to import data in csv files and/or export the complete spreadsheet to Excel where one can do even more advanced analysis etc. As such, some forms are more elaborate than others.