CSV

Scannerguy3000

Let me clarify. I’m running a screener to pull 150-200 tickers. This isn’t a one ticker analysis. I dump the Barchart CSV into my spreadsheet where I already have my helper columns to calculate Expected Move, and ATR/EM. That number ranges for every ticker from low (.30 for instance) to high (3.5). I throw out every ticker where it’s over 1. Then I pick my play from the rest. Anything over 1 means the True Range is greater than the Expected Move — i.e. It’s likely to pierce right through your strike.

Scannerguy3000

I used ChatGPT to learn about to and implement it. I use Barchart as my primary screener, and you can output ATR as a column (create your own customized output). You’ll need to add some other data to calculate EM (I’m not at the house, so I’m not looking at it right now). Then the GPT can tell you how to calculate Expected Move from your outputs, then ATR/EM. Once you have that, you can cast a wider net (I loosened up a lot of my other filters) because you’re going to throw 2/3 of them away. Once you dump your CSV into your spreadsheet that calculates the EM and ATR/EM, sort that column and throw out everything over 1.0

SomethingBlew

Thanks for the reminder. ChatGPT goes through the CSV file tha I downloaded from unusual options list on Option Samurai. It went through and gave me the top 10 results. All of them were combinations of straddles/strangles but highly recommended iron condors and iron butterflies. I couldn’t test those because I need to request level 3 options on Robinhood. Straddles and strangles were winners about 60%. I need to do further testing but ChatGPT looks pretty good as it recommends many different strategies from the list its fed.

Still_Dentist1010

Excel, but also with Python to do a CSV scrape to graph and run analysis on the numbers.

Scannerguy3000

You can use it for all kinds of things. You can automate trades, like custom code your own application to pull data and send data. Personally I’m not that involved. I track all my options trading in my own spreadsheet, and I started by manually entering trades. Then I made macros so I could import CSV files from the broker. Now I pull all my trade data from Schwab’s API, so I don’t have to enter anything manually. And it updates my greeks and prices on all my positions. I still have to use CSV import for Fidelity, which is why I’m in the process of moving out of there and get everything into Schwab.

doenerboyy

Why cant Unh nit pump like CSV??

sb0918

To do an analysis like this, I’d export your holdings to a CSV or Excel file, then upload it to something like Claude or ChatGPT and start asking your questions. Remember LLMs are not good at math, so you may need it to write some code in Python to do the analysis. But you could probably get close or at least have it output some decent analytics for you.

OldLocksmith8307

You're right. I built a small workflow to parse pdf monthly reports to CSV and run simple recurring queries and send answers to Telegram, but it's a bit overkill. Something like an open banking (open investing?) format would be useful. My use-case is pretty simple though (low volume, just stocks + currency rates since I'm not based in US), so I'm not sure it's painful enough for me. I think the real difference would come if someone implemented a “Listen to YYY” model instead of “Ask YYY” - proactive notifications rather than just an API wrapper. Not sure brokers are even allowed to do that legally, to be honest.

farkoooooff

My paper hands: Final verified results directly from your official CSV data (no duplicates, no errors): * 🔴 Total buys: €63,259.95 * 🟢 Total sells: €63,173.03 * ⚖️ Net result: −€86.92 So — after all those Beyond Meat trades, you ended up down about €87 in total.

Less_Economics_9793

Thanks! can I directly apply this function on the exported CSV file from robinhood? Or does it needs some data preprocessing first?

FreshContent_HQ

Here are a few reliable resources I've used/ found for structured import/export trade data: * UN Comtrade: commonly used for bilateral flows. * WITS (World Bank): easier interface for Comtrade, direct downloads. * IMF DOTS: compiles country-to-country trade over time. * Techsalerator: packages global trade and company-level datasets; delivers them in CSV/XLS formats You should get the year/ exports/ imports structure that you're looking for between these sources.

very_detail_oriented

One of the stocks should be funeral home stocks CSV or SCI. The rationale is self-explanatory

WickedSensitiveCrew

Probably thinking of when people bought the funeral homes stocks such as SCI and CSV during peak Covid deaths. Profit is profit but you can get backlash for saying it out loud.

cobwebscripts

I've posted about this before over the past year. In short, back in September 2024, they removed the download button and put it behind a $480/year paywall. I built a client-side script in reaction to the change that lets you download Yahoo data again. You can access it here: [Cobweb Scripts Tools > Yahoo Finance Downloader](https://cobwebscripts.com/tools/yfindler.html). Just follow the instructions on the screen, and it will spit out the data as a CSV file. No sign ups or downloading software. It's still a little janky, but it effectively brings back access to the old data that we use to be able to get for free. And, I even recently added a multi download capability, so now you can put like 50 tickers and have their CSVs downloaded back-to-back. If you run into any problems with it, let me know. I still monitor for feedback because I know some people rely on the tool.

Onebadosteopathswag

chatgpt is better than any girlfriend "Would you like to download SPY daily data (CSV) from Yahoo/TradingView and upload it here so I can crunch the historical probabilities for you?" Talk about satisfying my needs in a way no woman ever could.

Scannerguy3000

I’ve posted my complete screener criteria before, so not going to repeat that. 1. Some day M-F I have a position over 50% Premium Captured, usually 70-80%. 2. I BTC for maybe a nickel. Now all the cash tied up in that CSP is free. 3. (Maybe multiple of these, combined with potential dividends, or contributions). 4. So go look at my account balance and I have $13,900 in cash available. I plug $13,900 in my second-stage screener sheet which reminds me I can look for strike prices under $139. There will be other calculations later. 5. I pull up my saved screener on Barchart. I plug in < $139 strike. Push the button. I get somewhere from 10-40 hits based on my filters. If it’s too many, I increase the safety or premium, or positive economic filters till it’s down to 20-30. If there’s not enough, I loosen filters. 6. I download the CSV file, copy the block of cell contents and paste it into my second-stage screener sheet. My headers already exist, as does my conditional formatting. 7. I sort by money first. I have helped columns that calculate how many contracts of each thing I can buy, return on capital, return per day of DTE, etc. Top 50% are highlighted green and the bottom 1 is red. I sort by each column and delete the bottom item (whatever scores worst in each column). 8. Then I do the same with the default output columns. Sort by -BE% Bid, Delta, Prob of expiring OTM, OI, Volume, and the rest. I drop the worst score from each column. As I’m doing this I’m just sort of absorbing what the market is telling me. 9. Once I have it down to 5-10 choices, I sort by ROC or Total Cash and ask myself “Any reason not to take that top choice?” — If I’ve never heard of them I go look up their ticker, see what they do to produce revenue and take a look at their 1Y and 5Y chart. 10. If the top choice seems good, and tells me I can sell 9 contracts… I don’t. I got put in a STO order for maybe 5 contracts. 11. Then I update my cash remaining, and see how many contracts I can afford of what’s left. Filter out any that now say 0. I look at #2 on the list and if it passes the smell test, I go sell 1-4 contracts of that. Repeat if there’s more money left. Usually not at this point. 12. I sell contracts at the date, delta, and strike from that filtering process. I lean towards shorter if the time spans 2-3 weeks and some are close, I choose the shorter. 13. I monitor the Ask price and Delta on all my positions with a Home page dashboard in my spreadsheet that shows my highest and lowest deltas, remaining DTE (lowest per ticker), Premium Captured %, and so on. 14. If/when a play starts going bad on me, I look at my formula that shows me the economic balance of a BTC exit vs taking assignment. If it says BTC exit is the better deal, then I close the play. 15. If Delta, Last, Ask all taper down over the DTE from theta eating away at the option premium, I look for a few signals. (A) When the Premium Capt is high enough, I close out and repeat the cycle. If Theta and Time Value tell me this option is milked dry and it’s not going to get any better, I go ahead and close it even if the Prem Capt % isn’t over 50%. I have a formula that calculates “Premium Recovery Days”— the number of days it would take me to earn the remaining unearned premium, using this secured cash, at my normal per day yield %. If that number is lower than days remaining, I close the position (I would be better off rotating to a new position). If all goes according to plan, I never take on any shares.

Scannerguy3000

I’ve built a spreadsheet over 8 months that now has 39 custom VB macros. It’s not AI, although I did use both ChatGPT and Claude to build it. The goal of the entire thing is to show me on the Home page dashboard, the “most extreme” metric of each position open on each ticker. It automates input of CSV files from Fidelity ATP, and automatically logs my sales and BTCs, and updates the Greeks and Last, Ask prices.

Lightningstormz

I cancelled tradezella. For the money it doesn't fully automate the trade process orders from Fidelity and it forces you to create an explicit type of CSV file. To get the full value it's probably better to use a fully supported auto synced broker like interactive brokers.

Scannerguy3000

Not directly related; but as an aside, I don’t do any multi-legged plays. I’m not in front of the computer, so I’ll just rattle this off from memory. Three general sections. Strike < : Whatever cash I have / 100 200-day exponential MA > 0. (Is the underlying going in the toilet?) Time to expiry: Usually 1 - 21 days. 50 day RSI > .50 (is the RSI increasing) 14 day RSI > 50 day RSI (is it curving up?) 5 days RSI < .90 (make sure it’s not already creating the peak and about to fall) IV Volume I’m probably leaving something out. Safety measures Delta < whatever your risk tolerance Probability of finishing OTM > 70% %BE Bid < -7% (how much buffer do I have if the trade starts going against me) I’m probably forgetting something. If I get less than 15-20 hits, I loosen some of the filters a little. If I get more than 35 hits, I tighten some of the filters a little. I don’t filter on it, but I also output columns for “option finishes before earnings”, and Put/Call ratio skew. I dump the CSV file with the 20-30 results into my spreadsheet where I have a prebuilt tab with color conditional formatting on each column, and helper formula columns at the end. One is a composite formula based on all the columns, expressing “how good is each play”. One calculates how many contracts I can buy or each row (there’s a cell at the top where I put my current budget). One calculates the total gain - specific dollars. One calculates ROC. One calculates Returns per DTE. Each column highlight the above average 50% in green, and the lowest 1 in red. (You have to know for each column whether positive or negative is “good”). I usually sort by each column that’s primarily relevant, and plink off the bottom scoring row. This gets me down to maybe 5 survivors. Usually one of those will be a ticker name like DJT or TSLA that I just say “absolutely not” then I pick the remaining one that seems like the most ROC or total gain, with the highest $ per DTE.

Scannerguy3000

I could probably further screen by tightening the metrics. The reason I do it as two stages… at this point I’m “worried” about missing something. I don’t want to exclude things I might want to consider. So for the time being, I’m casting a wider net, then narrowing it down manually. I try to get 20-30 in my initial screen; then dump the CSV and sort by each column and pluck the “loser” from each one. So it gets cut down to maybe 5-10 remaining. Then I look at those and make my choice somewhat subjectively. I see some company names and think “absolutely not”. Also right now, I’m still learning. If I were simply filtering to 1-3 picks, there’s a lot I wouldn’t be learning in the process of observing the trade-offs and patterns.

SomethingBlew

I created a long call CSV file from it. Then I put it into ChatGPT and it gave the best possible option call. I am waiting to see how it works out since I did that today. Stay tuned.

Constant-Dot5760

I took more records than anybody. Of them all the most instructive for me are the ones that track my net worth across my assets year over year. It's been an instructive 15 years since I started. I also tracked all my SPY trades etc., and hardly every looked back or used the data to improve, and eventually just stopped tracking it and used my netliq to guide me. Right now I'm enamored with AI so I'm feeding all my IBIT trades into a google sheet, saving it as a CSV and pasting it into Gemini, then mostly asking it questions like "how much premium have I collected so far" or "whats my P/L and APR if we close tonite at $66".

Yorokobi_to_itami

Also, cool thing about it is you can literally just ask it yourself. "Hi, ChatGPT here, let’s walk you through this step by step on how to vibe code with me and how I can help you craft what you want to make without any coding knowledge. --- 1 — Tell me the vibe first Example prompts: “I want a simple stock tracker that lets me add stocks, shows profit/loss, and saves my data.” “I want a crypto-only tracker with live prices and a dark theme.” “I want the same as the stock tracker, but mobile-friendly and looks like Robinhood.” --- 2 — Tell me the features Just list what you want, even if you don’t know the technical words: “Add/remove stocks” “See total profit/loss” “Save data automatically” “Work on my phone” “Export to CSV” You can also give examples: > “I like how Google Finance looks, can you make it like that but with my watchlist saved?” --- 3 — Tell me how you’ll use it This helps me decide how I’ll build it: “Just for me on my laptop” → I’ll make a single HTML file you can double-click. “For me and friends online” → I’ll add a backend (PHP/MySQL). “Mobile only” → I’ll make it responsive and touch-friendly. --- 4 — How to ask for changes When you see the first version, you can say: “Make the table columns bigger” “Change colors to black/gold” “Add a search bar at the top” “Make it sort by largest gain first” You don’t need to know the code words — just describe what you want to see. --- 5 — How we’ll pass code back and forth I’ll paste the full code here. You copy/paste it into a text editor (Notepad, Notepad++, VS Code). Save it as .html (example: tracker.html). Double-click to run it. --- Example prompt you could send me: > “Hi ChatGPT, I want to vibe code a crypto + stock tracker. It should be dark mode, let me add coins/stocks with qty & avg cost, show profit/loss, save automatically, and work on my phone. Make it one HTML file I can open locally. Then I’ll tell you tweaks.” --- If you want, I can give you a mini “fill in the blank” template for these prompts so you never have to think about how to ask — just fill it and send it to me. Want me to make that template?"

SorryWerewolf4735

Just says they think I missed an account or something, and that I should send a letter/form to correct it if that's the case. Otherwise it might hurt me later on. I think thtat's a threat? :) There is a chance I just deleted it and forgot to re-add it... I havent checked yet. If anything its $20 from interest payments i think, but I swore that was in the CSV, but probably mis-categorized or something. Or that I have my coinbase split into multiple portfolios or whatever, but all of that I checked was in the CSV too I thought. Or I have an account I forgot about on another exchange... I thought my kraken and everything had 0 balance. I probably going to get an accountant to take a look at stuff in next month. But this is how I find out I'm autistic... because I havent been on a date a for a while either.

Twisteesmt

Yep , to add to this: 1. Import data from screeners. Yahoo, wall street zen or investing pro which I pay for. 2 from https://www.reddit.com/r/TheRaceTo10Million/s/HvZdS1OMTt I take no credit for it Ticker: XXX * You will provide me with a report using the criteria below. You will perform the following tasks using the most up-to-date and correct information verified from multiple sources. This is CRITICAL. If I have provided you with a CSV with pricing information, that is current, you should rely on this for pricing information. The details of the report will include: * Mention the current stock price, 52wk high and low prices. * A very brief overview of the company (Established, main business/products) * Its financial position (cash on hand or access to funds, profitability, bankruptcy risk in 12-36 months, valuation metrics with comparison to competitors and industry average, etc) * Management and their previous wins/losses (are they proven performers, or donkeys?) * Competitive positioning, do they have an economic moat, etc. * Potential headwinds and tailwinds (eg. Regulatory and legal risks, Political policy shifts, Industry trends, commodity prices, ability to capitalise on world events like conflicts, etc) * “Key Catalysts” (e.g., earnings dates, product launches, regulatory deadlines) sourced from company filings or news. * Coverage from analysts, price targets, buy sell recommendations etc. And the analysts or firms covering them, do they perform well in their guidance. * Sentiment from online discussions (eg. X, reddit, other forums) and Short Interest (e.g., % of float shorted, days to cover) * Insider buying/selling of significance, if any * Politicians trading/holding, if any. * Anything else you think would be essential to know about this company in order to make a decision as to whether to invest in this company or not. * Short-term trading signals based on technical analysis (from a pricing CSV, if provided) * Show a base/bear/bull for 12-24 months with % probability of each case and price ranges for each case.

Scannerguy3000

10. Write down (or put in a spreadsheet the date of your trade, initial price of the underlying stock (at the time of sale), a column for Current Price and set up the Excel stock data for Price in this cell, the initial delta (at time of sale), a column for Current Delta and update this as frequently as you can, premium per share, number of shares sold (100 probably), and make a column for Last. There's a lot more you can do with conditional formatting, and even CSV imports or API calls to update the Current Delta, that's outside my scope here. 11. Monitor your trade on the options chain. You can do this on any financial site where you can look up an options ticker, your brokerage website, or something like Fidelity Active Trader Pro app on your computer. Watch the *current* delta and Last price. You want to see how those change from your initial delta and Premium. 12. I’m just going to talk about delta as an absolute value, but it’s negative or positive depending on Calls vs Puts. Just think of it as smaller or larger. *Usually* that Last will begin to drop a little each day as the Put slowly loses value. As long as that’s happening, and the delta declines a little, just hang in there. 13. If the delta then starts to pull a U-turn and climb back up (and it could potentially start rising as soon as you sell it, but this happens less, but be vigilant) watch it like a hawk, and the Last price. If your Last was for instance .38 (38 cents) and it drops to .30 in a couple of days, then begins climbing back up, watch for when it comes equal to your original Premium again. If it hits equal, or maybe a penny more, Buy To Close. You’ll get out relatively even, or maybe a small loss. If you let Last keep climbing, it gets more expensive to buy out, and you risk getting assigned (you will then own the stock, at the price / money you put up as security). 14. The more likely thing is the delta and Last will dwindle down to smaller numbers until the Friday your Put expires. If things are all going well, during Friday look for Last to reach around .02 (two cents). Put in a Buy To Close order. Why? You could just let it expire, but it’s better to learn to control when your options expire, rather than leave it to chance. If you're just getting started choose deltas from .15 to .20 - move up when this all feels like riding a bicycle. 15. If you picked a long DTE, you could be waiting up to 45 days for all this to play out. However, if your delta and Last look friendly, you could BTC about halfway to the expiry date and immediately open another Put (and now you have more money, so you can shop for a higher Strike). You will make most of your money in the first 1/2 of the DTE, and the second half is worth very little. If you always wait for expiry before rotating your cash, you will be one of those people here posting “Why can’t I make any money? I don’t know if I can afford a Barchart subscription”. If you rotate your capital more often, you will have a higher average yield. You can choose that % of capture though 50 — 80% — whatever. It’s up to you. 16. On the other hand, if you picked a short DTE like 1 or 2 weeks, watch the Delta and Last more often. If you do these, it helps if you have a job where you can keep an eye on a computer all day. If you work any kind of desk computer job, you’re golden. For a weekly, or two week, you might want to wait closer to Friday and capture 70-85% of your Premium. (Look up “Premium Captured % formula for Excel", and make a column for that). 17. You may come out of this $30-40 richer, and now your secured cash is freed-up again. Now you can repeat this, and change your Strike filter to $51 or whatever. It may take 2-3 of these to get rolling, but soon you’ll have enough cash that you can look for $60—$70—$80 strikes. 18. Profit. Next thing you know, you’ll be getting 4.16% yield on your money every month. A year from now your $5000 is now $8179. Now you’re shopping for $81 strikes. Wash, rinse, repeat. Smash that Like and Subscribe button.

Scannerguy3000

1. Use Barchart for a one month free subscription. 2. Use their default Put screener. Modify it to your liking. These are just some examples. \- I would suggest Strike < $50 (that’s what you can afford). i.e. Divide your cash by 100 and that's your max strike price. \- 200-day exponential Moving Average > 0. \- BE% <= -7% (that’s your buffer till the trade goes bad on you). \- Volume and OI > 300. \- Bid > .12. \- Delta between .15 and .25 \- Dates between 3-45 \- Option expires before earnings: Yes. And check the box for stocks where earnings doesn’t matter (or else it will exclude a lot). (You can search without this, but then be sure to add this field to your custom view. You definitely want to see this, while you're comparing your results and take this into account. Options can go funky right before earnings, and you may get assigned even if the delta is less than .99) \- You can do the same for earnings dates. \- OTM Probability > 70% 3. If your list has more than 20-30 tickers, increase the filters little by little until you get to less than 10 candidates. 4. Dump the CSV into your spreadsheet and create helper columns for Annual Return, ROC, # of contracts you can afford (put your budget in a cell up at the top). Then sort by each column. (Annual Return, ROC, or whatever yield columns you have. You can modify the standard view in Barchart to add other columns and save the custom view put a helpful name on it so you know what each custom view is specifically for. If you build this sheet with the helper columns, you can Ctrl+Shift+V to paste just the values from the Barchart CSV next time, right into your second stage scrrener. I add conditional formatting: Green in each column for "top 50%" and red for "Lowest 1". You have to know what is "good" and "bad" in each column though, that's beyond my scope here. 5. Put a Data Filter across all the column headers. Sort by each one, and plink off the “worst” scoring ticker in the major categories. What has the highest delta? Take it out. What has the slimmest BE%, take it out. What has the lowest ROC? Take it out. 6. When you’re down to \~5 tickers, see which ones you like. Look them up on Yahoo Finance and look at their 1 year and 5 year charts. Do you like the name? Is it a fly-by-night company, crypto, or speculative moon-shot company? 7. Go sell a Cash Secured Put for however many contracts you can afford, or divide your money up to 2-3 different tickers to diversity. For example, if you have $4793 and the Strike is $46, you’re only going to afford one contract. 8. Go to the options chain and look at the date and Strike recommended by your second stage screening. If the delta is .25 or more, and this is your training wheels trade, move down to .20 or slightly lower delta. Right now it’s more important that you make a little lower premium, and more safety. 9. When you put in your Sell To Open, \*\*be SURE\*\* you click the Bid / Mid / Ask drop-down menu and \*\*choose\*\* the price you want or enter your own. Fidelity for instance will often have a default price in there \*\*that’s not the best mid\*\*! Choose the mid price and you have a pretty good chance of someone taking your sale. If you want to be \*more\* sure, drop it a penny or two, closer to the bid price.

Green_Respond_1022

If you're looking for reliable, easy-to-access import and export trade data broken down by country, Techsalerator is a great solution. Techsalerator offers comprehensive global trade datasets that detail imports and exports by product, country of origin, and destination—perfect for analyzing international trade flows. Unlike many other sources, Techsalerator provides data in user-friendly formats like CSV and Excel, making it accessible even if you're not a programming expert. With coverage spanning hundreds of countries and thousands of product categories, their platform is ideal for both academic and business use cases, especially when granular, downloadable, and structured trade data is essential.

Scannerguy3000

1. Use Barchart for a one month free subscription. 2. Use their default Put screener. Modify it to your liking. I would suggest Strike < $50 (that’s what you can afford). 200-day exponential Moving Average > 0. BE% <= -7% (that’s your buffer till the trade goes bad on you). Volume and OI > 30. Bid > .12. Delta between .15 and .25 Dates between 1-45 Option expires before earnings: Yes. And check the box for stocks where earnings doesn’t matter (or else it will exclude a lot). OTM Probability > 70% 3. If your list has more than 20-30 tickers, increase the filters little by little until you get to less than 10 candidates. 4. Dump the CSV into your spreadsheet and sort by Annual Return, ROC, or whatever yield columns you have. You can modify the standard view to add other columns and save the custom view. 5. Put a Data Filter across all the column headers. Sort by each one, and plink off the “worst” scoring ticker in the major categories. What has the highest delta? Take it out. What has the slimmest BE%, take it out. 6. When you’re down to ~5 tickers, see which ones you like. Look them up on Yahoo Finance and look at their 1 year and 5 year charts. Do you like the name? Is it a fly-by-night or speculative moon-shot company? 7. Go sell a Cash Secured Put for however many contracts you can afford, or divide your money up to 2-3 different tickers to diversity. In your example, if a Strike is $46, you’re only going to afford one contract. 8. Go to the options chain and look at the date and Strike recommended by your second stage screening. If the delta is .25 or more, and this is your training wheels trade, move down to .20 or slightly lower delta. Right now it’s more important that you make a little lower premium, and more safety. 9. When you put in your Sell To Open, be SURE you click the Bid / Mid / Ask drop-down menu and choose the price you want or enter your own. Fidelity for instance will often have a default price in there that’s not the best mid. Choose the mid price and you have a pretty good chance of someone taking your sale. If you want to be more sure, drop it a penny or two, closer to the bid price. 10. Write down (or put in a spreadsheet the date of your trade, initial price of the underlying stock (at the time of sale), the initial delta (at time of sale), premium per share, number of shares sold (100 probably), and make a column for Last. 11. Monitor your trade on the options chain. You can do this on any financial site where you can look up an options ticker, or something like Fidelity Active Trader Pro app on your computer. Watch the *current* delta and Last price. You want to see how those change from your initial delta and Premium. 12. I’m just going to talk about delta as an absolute value, but it’s negative or positive depending on Calls vs Puts. Just think of it as smaller or larger. *Usually* that Last will begin to drop a little each day as the Put slowly loses value. As long as that’s happening, and the delta declines a little, just hang in there. 13. If the delta then start to pull a U-turn and climb back up (and it could potentially start rising as soon as you sell it, but this happens less, but be vigilant) watch it like a hawk, and the Last price. If your Last was for instance .38 (38 cents) and it drops to .30 in a couple of days, then begins climbing back up, watch for when it comes equal to your original Premium again. If it hits equal, or maybe a penny more, Buy To Close. You’ll get out relatively even, or maybe a small loss. If you let Last keep climbing, it gets more expensive to buy out, and you risk getting assigned (you will then own the stock, at the money you put up as security). 14. The more likely thing is the delta and Last will dwindle down to smaller numbers until the Friday your Put expires. If things are all going well, during Friday look for Last to reach around .02 (two cents). Put in a Buy To Close order. Why? You could just let it expire, but it’s better to learn to control when your options expire, rather than leave it to chance. 15. If you picked a long DTE, you could be waiting up to 45 days for all this to play out. However, if your delta and Last look friendly, you could BTC about halfway to the expiry date and immediately open another Put (and now you have more money, so you can shop for a higher Strike). You will make most of your money in the first 1/2 of the DTE, and the second half is worth very little. If you always wait for expiry before rotating your cash, you will be one of those people here posting “Why can’t I make any money? I don’t know if I can afford a Barchart subscription”. If you rotate your capital more often, you will have a higher average yield. You can choose that % of capture though 50 — 80% — whatever. It’s up to you. 16. On the other hand, if you picked a short DTE like 1 or 2 weeks, watch the Delta and Last more often. If you do these, it helps if you have a job where you can keep an eye on a computer all day. If you work any kind of desk computer job, you’re golden. For a weekly, or two week, you might want to wait closer to Friday and capture 70-85% of your Premium. (Look up “Premium Captured % formula for Excel, and make a column for that). 17. You may come out of this $30-40 richer, and now your secured cash is freed-up again. Now you can repeat this, and change your Strike filter to $51 or whatever. It may take 2-3 of these to get rolling, but soon you’ll have enough cash that you can look for 69$—$70—$80 strikes. 18. Profit. Next thing you know, you’ll be getting 4.16% yield on your money every month. A year from now your $5000 is now $8179. Now you’re shopping for $81 strikes. Wash, rinse, repeat. Smash that Like and Subscribe button.

thicc_dads_club

I don’t want to share much more detail, but yeah something like that. There’s a bunch of pre-screening on the stock / fundamentals that happens first, too. Data is coming from two different sources: spot and option prices come from a typical market data provider, and fundamentals come from CSV files that I generate from somebody’s repo online. I’m actually not trading this system right now, been busy working on a low latency system for something else I do. But I intend to get back into this one in the future.

SorryWerewolf4735

lol this is me. i have a bot doing crypto trades that basically just breaks even... millions of volume... $200 loss. coinbase didnt even give me a 1099 last year because the total gain/loss was too low. so i just randomly threw a CSV into turbotax... and now i have a letter from the IRS.

kjk42791

I made a program with python to pull the data directly from EDGAR. Currently it pulls “real-time” data using their official API, there is a small delay (1 minute). •Extracts key financial metrics •Creates formatted tables with financial summaries •Can be scheduled to run automatically •Saves results to CSV files with timestamps

Lightningstormz

I haven't tried it yet but in theory you can export your trades and feed it to chatgpt or Claude to create a python script that takes in the data from a CSV file or postgres DB and have it create a front end visual for you with filters.

Independent-Cloud822

CSV people keep dying and I keep buying .

DoubleSkew

If my financial advisor is tech literate enough to convert a CSV file, or looks like they don't have a SiriusXM subscription... I'm findin someone else

Jacob_Billingsley

The bottom graph is straight from Fidelity under the “Performance” tab. The top graph is a google sheet I have where I import my trading history CSV file and then create pivot tables to summarize/filter the data and then create a graph to display options premium. This particular graph is called a waterfall chart

Virtual-Disaster-944

I do something similar [https://storage.googleapis.com/airithzero/e14bfaaf-3fa7-4c59-b3ed-3bd36e530de1/dividend\_stability.html](https://storage.googleapis.com/airithzero/e14bfaaf-3fa7-4c59-b3ed-3bd36e530de1/dividend_stability.html) this for dividend stability. You can try it free [airith.com](http://airith.com) and generate a CSV or a visual plot like I have. Note: Self promotion

AmazonPuncher

What trouble? I have a ton of bank accounts and opening one or switching is barely an inconvenience. Download your statement to CSV, countif the different businesses that charge you regularly, and change them from most frequent to least frequent. I run a business and have tons of vendors and its still only a few hours of work.

Green_Respond_1022

Yes, I would recommend using Techsalerator. They provides access to historical financial data in their global business datasets, alongside industry classifications, employee counts, and digital presence data. The data can be delivered in formats like CSV, XLS, JSON, or via API, which is effective if you prefer clean, exportable information. 

PapaCharlie9

Your broker should have a gains/loss filter/view of your trade history. For example, on Etrade, I can set a start and end date, and it will list all closed trades within those dates and the net short and long terms gains/losses for those trades. AND, I can also export that view into a CSV file if I want to do further number crunching in a spreadsheet. Plop that into a free, online 1040 tax calculator or Estimated Tax calculator and you should get a pretty accurate value. That's what I do, anyway. Ideally, your broker's gain/loss summary will already handle Section 1256 contracts and 60/40 allocation, but if not, you might have to do a little additional spreadsheet work to sort that out. Just be careful about wash sales. If they aren't already flagged in your trade history view, you might have to do some manual correction in a spreadsheet. You can ignore wash sales and just take the gain/loss values unchanged, as long as the washing trade is closed in the same tax year.

Bane68

CSV

FunsnapMedoteeee

Just a piece…. You’ll have to futz around some on your own, sorry, not a tutorial. But here is a piece… Step 1: Install Required Libraries bash Copy code pip install yfinance backtrader talib Step 2: Fetch Historical Data python Copy code import yfinance as yf import pandas as pd # Download 10-minute data for SPY for the last 4 months data = yf.download('SPY', interval='10m', period='4mo') # Save data to CSV data.to_csv('spy_10min.csv') Step 3: Define the Strategy python Copy code import backtrader as bt import talib as ta class MomentumReversal(bt.Strategy): params = ( ('rsi_period', 14), ('stochastic_k', 14), ('stochastic_d', 3), ('macd_fast', 12), ('macd_slow', 26), ('macd_signal', 9), ('roc_period', 10), ('ema_fast', 9), ('ema_slow', 21), ('atr_period', 14), ) def __init__(self): # Indicators self.rsi = bt.indicators.RSI(period=self.params.rsi_period) self.stochastic = bt.indicators.Stochastic( self.data, period=self.params.stochastic_k, period_dfast=self.params.stochastic_d) self.macd = bt.indicators.MACD( self.data.close, period_me1=self.params.macd_fast, period_me2=self.params.macd_slow, period_signal=self.params.macd_signal) self.roc = bt.indicators.RateOfChange(period=self.params.roc_period) self.ema_fast = bt.indicators.ExponentialMovingAverage( self.data.close, period=self.params.ema_fast) self.ema_slow = bt.indicators.ExponentialMovingAverage( self.data.close, period=self.params.ema_slow) self.atr = bt.indicators.AverageTrueRange(period=self.params.atr_period) def next(self): # Define entry conditions if self.rsi < 30 and self.stochastic.percK < 20 and self.macd.histogram > 0: if self.roc > 0 and self.ema_fast > self.ema_slow: if self.atr > 0: self.buy() # Define exit conditions if self.rsi > 70 and self.stochastic.percK > 80 and self.macd.histogram < 0: if self.roc < 0 and self.ema_fast < self.ema_slow: if self.atr > 0: self.sell() Step 4: Set Up the Backtest python Copy code import backtrader as bt # Load data data = bt.feeds.YahooFinanceData(dataname='spy_10min.csv') # Initialize Cerebro engine cerebro = bt.Cerebro() cerebro.adddata(data) cerebro.addstrategy(MomentumReversal) cerebro.broker.set_cash(100000) cerebro.broker.set_commission(commission=0.001) # Run the backtest cerebro.run() # Plot the results cerebro.plot() Step 5: Analyze Performance After running the backtest, you can analyze the performance metrics such as: * Total Return * Sharpe Ratio * Maximum Drawdown * Win/Loss Ratio These metrics will help you evaluate the effectiveness of your strategy.

Puzzleheaded_Water_8

Yeah, I share the options chain and the current chart — sometimes as a screenshot, or in formats like JSON or CSV if I have the data.

wildcall551

But you said you feed it screenshot image of chart or some other format like json or CSV etc?

happycube

Here's a CSV (transcribed by ChatGPT, with a few corrections by me) [https://pastebin.com/raw/QjhizyjC](https://pastebin.com/raw/QjhizyjC)

james2moore

[historicaldata.net](http://historicaldata.net) has both daily and 1-min stock data in CSV file format

pffh

1. [**FRED**](https://fred.stlouisfed.org/) **- Best for U.S. macro.** Literally one of the most trusted sources for U.S. economic data. No ads, no bias, no fluff, just raw data and historical context. You get: \- Interest rates, inflation, GDP, unemployment, etc. \- 100,000+ time series (U.S. + some global) \- Fully customizable charts and exports for Excel/CSV 2. [**Trading Economics**](https://tradingeconomics.com/) **- Best for global macro**. They aggregate data from official government sources, central banks, and international institutions. You get: \- Real-time economic indicators by country \- GDP, inflation, debt, PMI, rates, etc. \- Forecasts + historical data + world heatmaps 3. [**IMF Data Portal**](https://data.imf.org/) **- Best for deep global macro indicators**. It’s run by the International Monetary Fund, so it's as legit as it gets. You get: \- World economic outlook (WEO) data \- Country-level balance sheets, debt, inflation, etc. \- Downloadable reports & spreadsheets

Cutlercares

$CSV Bought a majority stake in most graveyards and funeral homes in the US. Road them from teens to 30s. Will be back in before winter. Old people die faster when it's cold.

BlizzardThunder

I guys, my name is Data Republican (small r). I'm raising money for more OpenAI tokens and I'd like to tell you a little bit about myself: * I am OBSESSED with electric trucks that look like Great Value brand Warthogs from Halo & that only come in one color. * I inherited the same allele that gave my dad terminal brain cancer. * I overheated my hard-drive trying to open a 60k row CSV of all my mental retardation diagnoses, each from a different doc. Please invest in TSLA & short the "Big Dox" industry.

austinmulkamusic

I’m not sure why what I said isn’t self evident without spelling out exactly what I did. Obviously I used pandas to merge datasets from multiple CSV files and sort the data into categories and then NumPy to just do simple calculations of averages based on those categories. I just sorted any numerical data from the websites above and averaged them out by year.

dogs-are-perfect

Grave yards or $CSV

OSRSkarma

I think CSV has something in the works. Its that time of the year

anhtuan9622

I started trading before Covid, took a break, and recently got back into day trading. One thing that always frustrated me was how most brokerage accounts don’t offer a way to see P/L in a calendar format for each trading session. So, I asked AI to help me build a simple web app called Flippl to: * Log my daily profit/loss * View trading sessions in a calendar or a chart * Export all trade data to CSV for backup * Generate a public link to share my all-time summary with others Nothing fancy—just an easy way to keep track of my trades without digging through spreadsheets. Check it out here: [https://flippl.app/](https://flippl.app/) Please feel free to use it, and I'd love to hear any feedback or suggestions!

soberpenguin

Holding $SCI, $CSV, HI

Commercial_Deer_7114

Nvidia is not a good example IMO. The current generation in charge simply does not understand technology, they viewed Nvidia as a toy company, and now they view Nvidia as some kind of B2B magic potion company. Markets are irrational untill something ticks and I fear tech valuations will be off for another 20 years untill these technologically illiterate people are phases out. The news from DeepSeek is so widely misunderstood its shocking, it is a competitive entry into the model space not the chips space. People who cant convert CSV to XLS or PPT to PDF are out here giving strong convictions on the future of AI lol.

FatticusTheCat

SCI (Service Corporation International) and CSV (Carriage Services Inc)

Green_Perception_671

Calls on CSV (carriage services inc)

ThisKarmaLimitSucks

As with most things, I am ultra-bearish on AI. I see LLMs as a glorified autocomplete, I think they have little usefulness beyond being a toy, and I think margins on the hardware vendors will eventually collapse because hardware always becomes commodified. With that being said, NVidia's stock will not go down until Big Tech stops putting in orders from them. Models becoming commodified and going open source should be a shock to no one - at the end of the day, these things are just giant CSV files, and you can't keep a lid on a freaking CSV forever. China came up with a very efficient open source model, but at the end of the day, this is not too different from Llama that FB already released for free. I don't see Deep Seek as being enough to make the big players stop buying hardware. Their stock is still high enough to keep them going down the AI capex rabbit hole for a few more years. Inevitably, the lack of profitability will catch up with them, but I don't see them declaring defeat this quarter.

dirtymyke5

Option Omega is by far the best that I have used. It allows you to set up tons of custom parameters and runs backtests based on them back to around 2012. It shows you the equity curve and everything, allowing you to easily tweak your strategy until it is perfect. You can also export the data to a CSV. Other than that tastylive has a free tool you can check out as well.

Beagleoverlord33

Top Performer: Meta Biggest Flop: CVS Biggest surprise: TSM CSV Sector MVP: crypto/ fintech Most Played: AMZN

IndependentTrouble62

I export my transaction history to CSV and import into a simple PowerBI dash oard I built.

namuan

A few people have already suggested OptionStrat . The free version should be fine if you don’t want live prices or futures options - Simple sign up without requiring you to transfer any money - Save trades which you can manage or adjust. It keeps track of all the positions (open / closed ) - visually see the payoff diagram and apply strategies  You can export all the trades in a CSV file but I don’t remember if it is part of free or Paid 

alwaysonesided

Not sure about the extent of your tech skills / tolerance for learning a whole new process but it will require some adjusting but it's doable. I think for your use case a smaller and portable db would suffice. Something that doesn't require for you to create and maintain a database server like a MySQL server. SQLite is one of the oldest, lightest, portable and versatile(meaning understood by almost all programming languages). It's better than a CSV because it has schema and you can do lazy loads but not a full scale SQL server. Although the theoretical number of rows you can store in a SQLite db is 2^(64) (18446744073709551616 or about 1.8e+19), at that point you would want to start migrating to a more enterprise level database. Read and learn more at [https://www.sqlite.org/index.html](https://www.sqlite.org/index.html) Answer If SQLite: 1. Do I have to buy a big server PC or can I do it on a high spec ordinary PC? 1. No 2. Which platform do I use to setup this database? Like MySQL or Apache or others? Is it free or do I need a subscription? 1. Platform agnostic as if it was just another text file and you can use MySQL benchmark or even download plug ins for excel to read and write to SQLite 3. Do I have to learn a specific programming language? 1. At least the basics of query syntax. It's fun once you get the hang of it. 4. How versatile is it? Will I be able to create reports (i.e. weekly market report) or a stock screener from it later on? 1. Very versatile. [https://www.cdata.com/drivers/sqlite/excel/](https://www.cdata.com/drivers/sqlite/excel/) 5. How easy is it to update the database? Can I create forms so that I can add entries to the database? Or can I use excel to update this database? 1. If you use excel then it should be very easy. [https://www.cdata.com/drivers/sqlite/excel/](https://www.cdata.com/drivers/sqlite/excel/) 6. Will my data be accessible all the time? Will I be able to access it from my home PC? 1. Yes Excel is an object full of tools and functions wrapped around a data storage application. Really cool so if you want to maintain the current system just to kick it down the line for a little bit here is what you can do to make it faster. * Open your current excel * Save as excel binary or 'xslb" extension.

ThisKarmaLimitSucks

What am I missing here, because this doesn't seem like a big deal. If the government just wants the CSV files with model weights, a couple players already offer those open-source. If any of these language models communicate back to the mothership (eg Grammarly, Siri, Reddit), they are already banned from being used in sensitive areas inside DoD contractors, because the government doesn't want ChatGPT auto-completing prompts with classified military information.

greytoc

The Zacks data is pretty decent. Check your broker to see if they offer the data through their API. I think some brokers may have it available. I don't how much it costs directly but you could try to scrape it - [https://www.zacks.com/earnings/earnings-calendar](https://www.zacks.com/earnings/earnings-calendar) \- there's a CSV download function on their free website. If you are looking for the data for backtesting - you could also just use a backtesting platform like QuantConnect which has integrated data sources including earnings. Some of the datasets are free or quite reasonably priced.

Dull-Cap1566

For legal options, it might be worth mentioning to Robinhood that you'll file a complaint with FINRA or the SEC if they don't update your cost basis properly. But honestly, it’s usually faster to self-report with your tax pro using the CSV they provided.

Tehol-MyKing

Adding the Symbol traded would certainly be helpful -- as a filter and a column in tabular reports. For your "Average of PERF\_\[period\]" columns, it would be helpful to provide a definition of the calculation(s) used. Most BI tools allow the user to export to CSV the view in question; that would be a great addition as well. Hope that helps.

cossacksTCOB

Hello, has anyone found a way to auto format broker downloads for the CSV upload in PP? Using Schwab, Vanguard and Fidelity. thanks

greytoc

I don't know if there is a news release for new weeklies. But all available weeklies are listed and updated here - [https://www.cboe.com/available\_weeklys/](https://www.cboe.com/available_weeklys/) There is a handy-dandy CSV file that you can download every day and check - [https://www.cboe.com/available\_weeklys/get\_csv\_download/](https://www.cboe.com/available_weeklys/get_csv_download/)

PapaCharlie9

> Q1: is there anyway to see changes in OI over time on a particular strike and date? There is a free site, but it only shows contracts that haven't expired yet. https://www.optionistics.com/quotes/option-prices > Q2: Is there anyway to see what LEAPS contracts exist and when they were taken out?? Yes to getting all the listed LEAPS contracts, but it's tedious and probably not worth the effort. You have to download a ginormous CSV (link below), load it into a spreadsheet app (some of which choke on the data because it is so large), sort the column by expiration date. The rows that have a January 2026 or later expiration are LEAPS. Some of the 2025 expirations will also be LEAPS, but there will also be quarterly expirations mixed in. **WARNING**: This link downloads a 63M CSV file: http://markets.cboe.com/us/options/market_statistics/symbol_reference/?mkt=cone&listed=1&unit=1&closing=1 The expiration is encoded into the OSI Symbol column. For example, here is the entry for the AAPL 270 call Jan 2027: AAPL 270115C00270000

matt45554

We support manual, CSV and auto-sync upload of trades. So with auto-sync you can connect WealthBee to Interactive Brokers and we will pull in the trades throughout the day. That said, if you prefer you can still use CSVs to upload manually. When it comes to options, especially rolling, we have a booking system that is really handy for this. You can group trades however you like, by position or strategy and it keeps everything organised. If you roll a position it recognises that and calculates your P&L as one continuous trade, instead of breaking it up you get a true picture of your overall position. Plus we use FIFO (first in, first out) calculations to make sure its accurate. Happy to answer any more questions.

mardie007

Calls on Funeral homes: Matthews International Corporation (MATW), Service Corporation International (SCI), Carriage Services Inc (CSV) Calls on casket makers.

TraderDan1

Hi there, go ahead and PM me and I'll show you a screen shot with the TOS scan that I've personally been using, along with a screenshot of my google sheets spreadsheet that I use to filter even deeper. Basically I do a TOS scan, export to CSV, bring it into my spreadsheet and it then crunches a few things and highlights stuff for me to see better. None of this is a "secret" or anything brilliant that I discovered, it's fairly basic. I then evaluate according to several rules about selling puts that I personally use, make my choices and enter trades usually on a Thursday with a 30-45 DTE. What I love about options, is that their outcome can be statistically driven (I'm a math nerd). Look at this way, if you had a system that gives you a 72% advantage at the black jack table, but only if you do it over and over again for a large enough sample size, and then use statistics regarding your betting size, you WILL profit over time. This is no different. Every decision I make based on these scans and simple gut-check rules work out over time, with enough trades. The problem with most traders, is they are VERY short sighted, and incapable of following rules for the long term. If you flip a coin 200 times, you may have heads the first 10 times in a row. If heads represents a losing trade, or a negative trade (with the wheel you really don't have "losing" trades but in a rare event), the vast majority of traders will quit that strategy and start with some modified version or change altogether. But if you toss that coin 200 times, we KNOW that the odds of heads/tails will be 50% with a large enough sample size. This was one of the first rules to consider when I was mentored... let the statistics play out. The casinos do this, the big fund managers do this, everyone that I know who trades seriously does this. I'm here to tell you that the statistics do play out. When it comes the Wheel, there isn't just one way to do it and so you can't say "well that strategy sucks" because there are people who don't get it and shoot from the hip and don't understand it, have a failure and then preach that it doesn't work. Those folks are myopic and arrogant. When I mentor people I teach them the basics and reasons why I do the things that I do, but I also encourage them to find the rhythm and nuances that work for them so that it can be repeatable for them over and over, and they can let the statistics play out. I have been trading and investing since 1997, traded everything you can think of in every way possible, I've blown up accounts, I've committed every mistake you can think of but learned a college-amount of street smarts from it all. Trading options the right way, for me, has been the best thing I ever did once I understood it correctly.

mpkmtv

For historical reasons a few years ago I ended up with almost a dozen of different accounts with hundreds of positions.  Back then I didn't find free or commercial tools allowing me to consolidate things with minimal losses of time and money, and have bird eye view on my investment accounts. . I developed my own set of tools gathering data from my brokerage accounts, adding information about industry and sector , and packaging everything as CSV file . I developed a bunch of analytics using this CSV as an input. I also use MacBook Numbers program pivot tables to slice and dice data the way I need it . For example it can show you a picture of your allocations between different sectors. Or just recently I investigated what was my exposure to gold and precious metals through across various taxable and non taxable accounts If there is some interest I can put these tools in Open Source.

jhonkas

ok , what platform are you using, most have export to CSV and you can pivot and group

thegratefulshread

My bad buddy! The images and CSV provided are from the code I just made using Yahoo Finances data. The code grabs the last 30 days from every company under a certain market cap (small, medium and large). After that it calculates the daily change from every day for every company for every day and then finds the average rate of change for the whole month of data for every company.... After it provided me with a CSV of the ticker, the STD range it’s Average Rate of Change fell under compared to the mean and the price it started at and ended at..... After that it allows the user to input a ticker symbol and receive a chart comparing the price the REAL markets mean and its STD ranges....

Straight_Total3945

Peter Lynch always talked about waste management. Who do you recommend? Funeral homes. It seems to me that SCI has a monopoly on the market. Do you recommend, **Service Corporation International** (SCI), **Hillenbrand, Inc.** (HI), **Matthews International Corporation** (MATW) and **Carriage Services, Inc.** (CSV).?

CharityDapper9165

Actually, you can find updated lists of S&P 500 constituents for free on various financial news websites and investment platforms. While S&P Global may require a subscription, other sources often provide the data in accessible formats like CSV or Excel without a cost.

west-coast-engineer

If you know basic Python, just use the yfinance package. It will easily do what you need. You can export the data to a CSV file and then load it into Excel. Or you can use the Python excel package to build a formatter xls file.

smilodon142

Use Python. It would take like 30 second to write the script. Fetch the tickers from Wikipedia, then fetch their prices using Yfinance. Have the script export that data into a CSV file. Done.

VeryRealHuman23

“Boss I put all my clients into a CSV file so I can um, keep them secure”

Cancamusa

You can download activity statements from the web client (for an arbitrary period) in different formats (e.g. CSV). From there, you can just use spreadsheets if you don't make many trades, or otherwise write your own scripts to process the data - or, as I said in my post below, send the info to a tax accountant. If you are self reporting, then it is just a matter of getting the summary figures into your self-assessment, put all of your tax year calculations into a PDF, attach it to your self-assessment, and pay your tax!

NorthTheNoob

CSV, funeral home services

Kardlonoc

>Arguably what they want. Most low balance checking accounts probably cost them money. They want to focus on high net worth clients. How? Your low balance checking account is line of data on a CSV somewhere. Regulatory costs maybe? Something else?

jackparsons

I have seen several financial sites (Yahoo Finance, Seeking Alpha) that claim that they can import portfolios from multiple trading platforms and give you a consolidated view. I'm paranoid about security, and I refuse to use these sites. When I transfer funds, I only transfer to and from my bank account, and I never store the credentials in the bank account, so if someone gets into the bank account they still can't raid the stock account sites. Apparently Seeking Alpha allows importing CSV files from trading platforms; I might try this. As someone else mentioned, consolidating is probably a good idea.

Infamous-Safety4632

Aaah, the swan song of the ‘dis en something. The thunder of mild praise will Drown out the beeps of that heart monitor. Before the light dims on that O2 sensor there will be a glorious (though feint) pulse. Travel on investor to the eventual puts. The graveyard of all investors. (Let’s face it no one’s and investor here) # buy CSV

DodgeBeluga

I have to baby sit some clients in their 30s don’t know how to decompress a gz file or open a CSV file in excel

Separate-Education36

I believe it is very similar to sci, but I'm not as familiar with that one. CSV is much smaller and had a much lower pe ratio. If you do buy it its is very volatile so just be patient because after every run up it goes right back down, rinse and repeat haha

PapaCharlie9

What do you mean by "current" and "outstanding"? OI is the number of open contracts *as of the previous market close*. I would not call that "current" since it is literally yesterday's news, but since there is no other way to know what the open contracts are, it could be considered current. If "outstanding" means something other than open contracts, you'll have explain in more detail. Do you mean number of strikes x expirations listed maybe? There's a database of all contracts listed on a handful of exchanges here (super large CSV, Excel won't load the whole file): [https://www.cboe.com/us/options/market\_statistics/reference\_data/](https://www.cboe.com/us/options/market_statistics/reference_data/)

Ok-Barracuda39

Wrote a python script that scrapes Yahoo for SPY price every 5 seconds and records it to a CSV. No clue what I will do with this information. Probably just lose more money chasing bear dreams.

matt45554

Hey u/Medium_Honey5174 it's in test, if you want to sign up and share your CSV with our support team it'll help us get it working. We can swap a CSV for an extra month subscription if you're interested!

_otasan_

Ich wohne auch in Deutschland und war früher ebenfalls bei IBKR. Bin vor knapp eineinhalb Jahren zu Tastytrade gewechselt. Kann ich nur wärmstens empfehlen! Pro: - Mit Abstand beste Trading-App - Handy wie auch Desktop! - Kostenlose Realtime-Kurse Contra: - Kontoführung nur in USD, man muss also seine Trades tagesscharf in EUR umrechnen (ist aber in Excel überhaupt kein Problem Neutral: - Bei Tastytrade gibt es keine bzw. keine vergleichbaren Reports wie bei IBKR - Der genannte Punkt betrifft dann auch den Steuerreport - den es einfach nicht gibt! Man bekommt lediglich eine sehr detaillierte CSV-Datei mit allen Trades/Aktivitäten Ich muss es an dieser Stelle noch einmal betonen, die Trading-App von Tastytrade ist der absolute Wahnsinn! War einer meiner wesentlichen Gründe dorthin zu wechseln! Selbst das Training am Handy ist dermaßen einfach, intuitiv und übersichtlich, dass ich es auch oft zu Hause am Handy mache!

hundredbagger

What do you use to store the data? If I were to buy from polygon and figure out how to use the API… do you just load CSV files into like a DB program like access? (Is there some DB management tool that’s very popular?) I guess then I could just read in to Python from that db and use some libraries like “zip line”

ExactLobster1462

Anyone know where I could find a CSV of collective NDQ debt-income ratios, or just the collected debt and income? 

realcactuspete

Same question but I'm interested in the data as a CSV file... TDA and [0DTEspx.com](https://0DTEspx.com) show the data graphically but don't have intraday data that can easily be downloaded .

TheOnlyWonGames

Note: If all the cells are marked as ####### that just means due to the font on excel or your CSV viewer you need to make the columns bigger! Common issue I’m working to resolve If I somehow missed another already fleshed out program/website that has the same features as SECche please let me know as well!

megabyzus

Yeah, TOS has direct export to CSV. Have to figure out massaging the data in Google Sheets. Broadly have to match options closed and opened counterparts. Should be simple. Was wondering if there are preexisting templates that work. There are edge cases like stock splits that the commercial websites I’m on mishandle which triggered my search. There are probably other edge cases. Don’t want to deal with that if I can get away with it.

LittlePlacerMine

I can’t comment on TOS as I use Etrade. But if TOS has a similar capability what Imdo is keep a watchlist of the underlying and the options I have in place. Etrade updates these real time and has a plethora of data to pick from. I then port it to a CSV and then pull it into excel. Not ideal but works. You can also type in the contract name for an option into a watchlist on Yahoo Finance and they will update it real time. Other than keeping a painful screen scrape I haven’t found a free way to update a spreadsheet real time with option quotes without buying and installing an add in for excel.

close14

You may need to download your portfolio to a CSV file and then sort based on: 1. Built in Losses 2. Length of time held (longer holdings first) 3. Smallest appreciation… in that order. If you fall within the LTCG period, your tax rate may be 15% if you make <$518K (single person). Then look at nominal $ size of holdings. (One share of NVDA may have 700% gain but it’s still only one share.) Sell those.

Live-Law-5146

For some weird reason no one seems to care about Spotlight indexing being leagues ahead of competition for years and neural engines in everyone iPhone and iPad for many years. Think about the access of spotlight for a second, combine that with the super fast local chips, and then smack an LLM on top. Finally, we will have the GPT that increases productivity and not just gimics. Search for whatever, “show me all the financial numbers combined in a table CSV from monthly reports” etc. Yes Microsoft can do the same but it will be limited to OneDrive and Sharepoint, which already has far inferior search function compared to Spotlight. On top of this the consumers don’t care much about OneDrive, when 1B has iCloud and Apple ecosystem. The +2B devices will get access to features and hikes to iCloud price for AI will boost revenue - even with only 10% adoption, we are talking billions in profits.