CSV

mistiquefog

As it appears the company has targeted women who took maternity benefits recently or are on it. I got to know this and shorted the stock before the results were declared. I recovered 10 years of my turbo tax and quick books expenses and made enough profit to shut down business and retire:--- Thanks SUSUAAN POOPARZI Intuit’s recent operational moves signal deep structural trouble. Reports that they targeted employees on maternity benefits during layoffs point to an incredibly dire internal situation. Add the fact that the CEO and founders have been aggressively dumping shares for years, and the writing was on the wall—so I shorted the stock before earnings. It got me thinking: if tech giants are using LLMs to build their software, why pay them a premium to middleman the code? I used **Claude** to completely replicate and replace my QuickBooks workflow with a self-hosted engine. # The $0/Month Architecture * **Data Layer:** A single, local flat-file database (SQLite/DuckDB). No complex database server overhead. * **Redundancy:** Automated scripts encrypt the file and push backups to two independent cloud locations (AWS S3 and Google Drive). * **Ingestion:** Claude orchestrates the pipelines, handles transaction parsing, and builds custom analytical queries. # Why This Beats QuickBooks * **Cost:** Shipped a compounding $1,300+/year subscription down to **$0 to $5/month** in minor cloud storage fees. * **Data Sovereignty:** Zero vendor lock-in. Financial data lives locally under direct, encrypted custody—not siloed in Intuit's ecosystem. * **Uncapped Analytics:** QuickBooks locks custom reporting behind a $275/month paywall. With a local flat DB, I have raw SQL control to pipe data straight into Python (pandas/numpy) for deep data science, trend analysis, and custom visualizations. **The Trade-Off:** I handle the pipeline maintenance. If a bank changes its CSV export format, I manually tweak the script.

Altruistic-Pin3207

For options specifically: [strikerate.ca](http://strikerate.ca) \-- built for this exact frustration with spreadsheets. Focused on win rate by strategy, DTE bucket, and IV rank at entry rather than just total P&L. Calendar P&L view, CSV import from standard broker exports (I use Questrade data but most exports should map). The key difference from TradeViz-style tools: it doesn't try to be a trade management platform -- it's purely analytics on closed trades, which keeps it fast and focused.

pojarkov

Wheelytics, but only for pure wheel strategy. Auto-sync with IBKR. Manual import for other brokers via CSV/XLSX.

MistressMinaDear

Yeah, Jitta’s pretty solid if you’re into that clean, number-first layout. The lagged data is the big catch though, especially if you care about more recent quarters. FinViz is nice for a quick visual scan, but it definitely leans more “busy” than “no nonsense.” If OP likes tables, the custom screener view in FinViz Elite is actually decent, but that’s obviously not free. Might also be worth pairing something like Jitta for fundamentals with something like Stooq or even plain CSV exports from Yahoo for price / returns, then just crunching in a spreadsheet. None of them are perfect alone, but together they cover most of what StockAnalysis does without the fluff.

Traditional_Bid3185

I’d probably start boring and simple: CSV/JSONL plus a clear folder structure before trying to build a full app around it. Something like: transactions.csv holdings\_snapshots.csv assets.json notes.jsonl tasks.jsonl The important part is separating transactions from snapshots. Transactions are the source of truth, snapshots are just periodic state. For LLMs, I’d also keep human-written notes separate from hard data so the model does not mix commentary with actual portfolio records. JSONL seems especially useful for notes/tasks because each line can be one dated event: thesis update, rebalance note, earnings note, tax note, etc. Then an LLM can summarize history without touching the transaction ledger directly. I’d be careful letting an LLM “analyze safely” unless the schema is strict and the model is only reading copies, not editing the source data.

Ok-Garlic-3202

You can vibe code something in Python or Google sheets that will give you an understanding of both tax implications, and more importantly how and when you are winning and losing. just give the AI an XLS or CSV file of example trades and ask it to make a program/script to create a PnL. You can also sign up for a data API service to pull on things like Greeks etc if you want to understand more, etc.

Samjabr

Im so confused - how in the actual Fk is Google winning business with Gemini. I am using Gemini Ultra - gave it a few CSV files to parse, every answer was wrong. I pointed that out: 1st response: "I'll get right to it—I looked at the filenames and the structure, but I clearly hallucinated the actual content of those password strings... I provided examples that were placeholders my system generated rather than the actual data inside your `.7z` file. I’m going back into the CSVs now to pull the literal, raw text from the "password" columns for those five institutions. Give me one minute to grab the actual data." \---------------- 2nd attempt also all incorrect - Gemini response: I'm going to stop guessing and actually parse the files properly this time. The previous outputs were clearly incorrect and didn't reflect the real data in your archive. I am re-running the script to extract the `.7z` and print the **literal raw strings** from the password columns in the CSVs for those five banks. No summaries, no "generated" examples—just the exact text found in the files. One moment while I pull the actual data. \------------- I'm paying for this? Well played, Google. Well played

ffaz1

The Schwab multi-account thing is brutal — same problem here with Fidelity, where I have individual + joint + a rollover IRA and there's no consolidated view of a single ticker across them. Ended up doing the CSV-export-every-month dance into a spreadsheet. Out of curiosity, when you say "track gain/loss more accurately across different lot sizes" — are you after FIFO/LIFO/specific-ID cost basis, or just overall position P&L? That distinction is where every app I've tried either nails it or completely falls apart.

xViscount

Idk why I’d lie. But go off. A simple “sure. Send the CSV/proof”. Must be awful of you think 10k is a lot. But hey. Enjoy the rest of your weekend. Sounds like you got work tomorrow

xViscount

Lmao. You want a DM and CSV of the trades I took? Just because you suck and are broke don’t mean the rest of us are

AfraidAnalyst

AI is useful from time to time, taking all my trade histories and making that incredibly too long CSV format so I can submit it. Last year was not pretty. I will have a $3k deduction for some time

PaperHandsTheDip

Well yah, I try to restrict context window to sub 100k tokens. Yeah -- I'm using claude code. I pay for max ($200 / month). Basically - I tell it what data I want and give it permission to write and run a script. It'll spit me out a python file, fill a CSV with the relevant data (or whatever I want). I have restrict the scope / context to the directory / folder I'm running it in. But it has access to everything INSIDE the folder too. If I have a design doc - I can upload a pdf and it'll read it, then know the plan, etc. Basically it's like 100 back and forths of telling it what I want (data, scripts, execute XYZ, it's thoughts, etc) - and I iterate towards a solution. It's not just "a chat" - the actual chatting is kept to a minimum. I'm using it to do the raw computations, estimations, write the code, gather the data, etc. Basically - directing agents.

PaperHandsTheDip

Well yes, they are. Low quality posts have always exists, they're just getting more difficult to tell if a human or robot made it. Many people assume AI means "AI art" or "AI slop". There are a billion other use cases. I did market research with it, ie. I spent less than half an hour yesterday asking claude questions, telling it to get the data from websites / scrape it, aggregate it to a CSV file, then do it on antoher site. Then compute some values, hit some api's (With the values), aggregate all the results. Then I got it to write me a python script to crunch all the data, tell me the results, etc. The code was \~200+ LOC, data scraping, etc -- all done via claude. Total time? \~20 minutes. Previously that'd have taken me all day (or longer).

Upogee

Totally relate — I was stuck in giant Excel spreadsheets for years trying to track everything across brokers. Upogee was built exactly for that: consolidates multiple brokers + spreadsheets via simple CSV into one clean dashboard with real visibility on returns, exposure, concentration, etc. If you want clear, no-fluff definitions of the key portfolio terms (real return, exposure, etc.), this free reference guide is excellent: upogee.com/portfolio-reference

laurenthu

The Ken French Data Library (mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html) has monthly returns for the S&P 500 going back to 1926. Updated monthly, CSV download, free, no account needed. For something more visual, FRED (fred.stlouisfed.org) also has S&P 500 monthly data you can chart and export.

Mental-At-ThirtyFive

At this point in 2026, I review posts like this here in reddit, trading view, youtube etc and use claude / open ai / perplexity / gemini to test and validate these strategies. There are many momentum studies to research and my only restriction is that mu decision point is end of the day and in weekends - so the entry is always on market open after the 1st 30 mins. Exit is with a stop loss or a trailing stop loss. Do it yourself. Yahoo finance free API gives you price history, and don't forget to include dividends. Consider Massive's API services. Don't be afraid - the AI's take care of everything and will produce teh necessary files in CSV so you can use excel to analyze. Think this as a simulation of multivariate time series with SPY as the reference series and instruct AI that this is a simulation and you need probability distributions. Then it is up to you to review and decide. I don't do back testing or anything like that. For me those are necessary for hands on trading and I have a day job, and this probabilistic trading even when there are losses - see Trump, suits my style of thinking. Not paying for any services except for AI

Real_Brother_9761

Would a discipline-focused trading tool be useful to you? I’m working on a product for active traders that focuses less on finding setups and more on helping with execution and discipline. It does things like: * monitor live broker activity * track rules and session state * import CSV trade history * analyze execution quality and behavior patterns I’m looking for a few early users to test it and tell me where the concept is useful vs where it still falls short. If that sounds interesting, I can share the link. [shadow-trader-five.vercel.app](https://shadow-trader-five.vercel.app/)

Real_Brother_9761

Hey, would a discipline-focused trading tool be useful to you? I’m working on a product for active traders that focuses less on finding setups and more on helping with execution and discipline. It does things like: * monitor live broker activity * track rules and session state * import CSV trade history * analyze execution quality and behavior patterns I’m looking for a few early users to test it and tell me where the concept is useful vs where it still falls short. If that sounds interesting, I can share the link. [shadow-trader-five.vercel.app](https://shadow-trader-five.vercel.app/)

Middle-Shelter5897

I used Sharetracker a few years back and CSV import was a lifesaver. Saved me hours compared to manually entering everything. Wonder if they've improved the broker integration since then?

Aware_Bathroom_8399

Does anyone know whether Sharetracker allows for bulk input of transactions by CSV or JSON file or by direct connect to a broker (Schwab) website?

Mumblage

If only it dealt with Mac Numbers, tho. All that converting to CSV and back. Long. I do like Claude tho. The best of all of em.

Aggravating_Term_159

Yes, I've been using LLMs like ChatGPT, Claude, and Perplexity (especially its Finance mode for real-time market scans and sentiment pulls) as research sidekicks in my stock analysis workflow—mostly for summarizing SEC filings and poking holes in my theses.Claude's great for data analysis; I paste CSV exports from Yahoo Finance (e.g., intraday OHLCV for NSE stocks) and ask it to flag outliers or run quick correlations. It's less hallucination-prone than GPT-4o on numbers and handles structured prompts well, like "Compare AAPL's moat vs MSFT using Porter's Five Forces." Perplexity Finance mode shines for quick NSE/BSE trending stock checks without hallucinations, pulling live data like top gainers or OI buildup. NotebookLM's audio summaries are cool for commutes but yeah, opaque filtering—I've missed key footnotes before

jyg1808

Been using OptionIncome to track my wheel and spreads. They connect to broker directly though, not CSV upload

JamesSt-Patrick

I work in the industry. I’m telling you that you don’t understand life insurance. Do you even know what the CSV of a whole life policy is and how it can be used?

jessikaf

There is not really a perfect tracker it is all trade offs. cloud apps win on convenience but they are subscription based and centralized. on the other side, tools like Sharetracker focus on privacy and ownership self hosted, offline friendly, docker deployable, with CSV imports and dividend tracking. makes sense for people who want control more than automation.

jiqiren

I’ve made some scripts with AI for trading and when they were using with a paper account they lost money. I’ve exported the log file (CSV) and gave it back to the LLM and asked WTF and it’s all like “oh my bad, this isn’t working at all”. Anyway always test on a paper account.

xiaodown

That blog post is delusional. If you’re a sole proprietor, sure, use chatgpt to vibecode up a script that takes in your CSV and spits out a graph or something. But…. > These are not hardened, tested SaaS apps that I would release to the world… but I don’t have to! The instant more than one person needs the same functionality as you, yes, you have to release it. And support it. And improve it. And host it. This guy thinks we’re headed for a world where everyone who needs any service that they would otherwise pay Hubspot or Workday or whatever for, each person will just AI Slop their way to an individualized solution. Which is crazy at face value - no one is going to do that - and even if this fever dream became reality, it would result in massive amounts of wasted, duplicated work. The moment someone thinks “I don’t want to pay for hubspot, I’ll vibecode a replacement” and starts storing proprietary customer relations information in something they whipped up in an afternoon, or “I don’t want to pay workday, I’ll vibecode a replacement” and starts using AI Slop to handle sensitive employee salaries and evaluations, they’re asking for a catastrophic fuck up.

Smart-Customer7503

I know for a 100% fact that you do not work in sotfware/tech. You can't upload a CSV to SQL Server with claude even if they had AGI which they don't. MSFT systems aren't just used for basic PowerPoint tasks you did back in High School.

devilwithin305

Not building a trading system or “bet the farm” product. This is risk reporting for people who already have temperature exposure (hedges, structured deals, load/demand exposure). Also, weather risk isn’t only NG. CME lists weather futures/options explicitly as hedging tools, with participation from utilities and other institutions, and CME has publicly said weather derivative activity jumped a lot recently. [link](https://www.cmegroup.com/openmarkets/energy/2024/Weather-Derivatives-Grow-as-Risks-Intensify.html?utm_source=chatgpt.com) Demo is straightforward: 1. pick 5–10 major cities, 2. run a walk-forward backtest (mid-month “as-of” forecasts for month-end HDD/CDD), 3. generate an “as-of today” memo with intervals + threshold probabilities + audit trail, 4. export JSON/CSV shaped for ETRM ingestion. the product doesn’t depend on Cantor binaries; it’s settlement/index forecasting + reporting. most of the month’s HDD/CDD is already known by mid-month, so this is about quantifying remaining uncertainty, not pretending to forecast weather months out.

0o0o0o0o0o0z

> The Ministry of Truth says inflation at 2.8% I use Walmart+, and you can pull all your past orders in .CSV, and this is just anecdotal from one data point in one city and state, but it's over 2.8%.

PapaCharlie9

What exactly are you looking for? Why does it have to be "past"? The link below is all of the *presently* trading options on the CBOE. It's a ginormous CSV text file that just has the ticker and specs of every contract trading, but not just American style. It's easy to determine if an option is American or not just by process of elimination, since the list of European style options is quite short. SPX, XSP, NDX, RUT and a handful of others I'm sure you can research and discover for yourself, because I'm not going to write your paper for you. http://markets.cboe.com/us/options/market_statistics/symbol_reference/?mkt=cone&listed=1&unit=1&closing=1

Legitimate_Ask_349

At any given time no more than 50% of my account is at risk. I made 100s of trades a month. There is no luck involved. There is a fixed risk of account going bust, yes. But that risk decreases with increasing account size. I can have several layers of hedging over positions if I had many thousands of dollars. I follow buffets principle. I don’t lose money. No single trade is permitted to lose money. If it does the trade is hedged until either the account goes bust or the trade resolves positively. Your model of trading and mine are fundamentally different. And yours is wrong. Your “high risk plays” involve some level of position level loss allowance. ie in your framework it’s permissible to sell a contract at a loss. In mine it’s not. Simple. Your high risk plays are something I just never do. Happy to talk more about it. Better yet I’ll send you a CSV of my trades. Study them if that helps. Overconfidence is my defense mechanism you can’t do jack about it. I’m not lying DM me if you want my linked in check me out.

Brilliant-Log-5904

You could look at TraderSync, TradesViz, or SuperTrader, they support CSV imports and custom fields for tracking option premiums and monthly income. I personally use Super Trader, and with a simple setup it works well for tracking premiums over time.

Honest_Persimmon_859

SCI + CSV - they run funeral homes in the US, and a fuckton of people are about to lose their jobs/health insurance.

Radiant_Elevator_143

I noticed that everything seems geared toward developers and there isn't an intuitive data page. Could you please tell me where I can download historical options data in CSV format?

Radiant_Elevator_143

Thank you! I'm glad to hear that your platform has extensive historical data. However, after I logged in, it mentioned that the data is accessed via an API. Where can I download ready-made CSV files? Or could you please help me export the data directly?

jack-massive

I’d encourage you to check out Massive.com. We provide a couple of years of minute-level options data for free. The data can be queried in CSV format, which makes it easy to import into Excel or other spreadsheet tools. Many users also pull the data directly from the API into Excel. I’m happy to set up a trial if you’d like to take a closer look. Disclosure: I work at Massive.

_176_

Every single company on earth collects data on its users and customers. > Even if my data were to be packed up, bought and sold, the only reason it'd hold value is for ad targeting You wouldn't mind if your browser sold your browser history to anyone who asked for $20? You wouldn't consider that a privacy violation? You wouldn't mind if your phone sold your usage or chat history to political strategists or marketing companies? You wouldn't be bothered if your health insurance wrote an article in the NYTimes about you and your medical history? If your grocery store offered a downloadable CSV of your name and phone number and email and all of your past purchases at their store, you wouldn't mind? Wtf are you guys talking about?

D2WilliamU

"send me the CSV file and fuck off"

OutlandishnessUsed24

Bro I sent your order in my CSV file of the time sales for the day 

OutlandishnessUsed24

One key point I can help you with here is doing this deep analysis on small market cap stocks is what makes it possible I'm able to download a CSV file of the entire day of trading lots and it's not a very big file and the noise that's in there is very easy to dissect with the help of your favorite AI. So it goes back to data points, no we cannot compete with the big companies of the day and their ability to process data points quickly but for the smaller market caps in micro cab companies it is still being done by old guys like me on Excel in some ways you can run them over if you take the tools of the future and use them now before they figure it out.

OutlandishnessUsed24

LOL that is a tough price to be stuck at, your situation requires a deeper dive my friend. You have a few options here but they can be complex. Take my DD posts, export a CSV of your postions, drop them in your favorite AI TOGETHER, ask it, based on this tards-thesis what is my optimal exit strategy here. You'll get a much better answer than I ever could.

Positive-Rope-8289

Yeah I am with you. AI doesn't hallucinate as much as a lot of people think it's 1-2%,=unless if it has RAG for up to date information. I have heard that The medallion fund performs the best year over year but it's not really a hedge fund because it's only open to all of the hedge fund managers and I think that they collectively decide and vote or something it's been a while since I've looked sorry. B like a hive mind of all the hedge funds managers. Also Warren Buffett did a competition where after the fees all of the heads from managers lost anyway compared to a low fee index fund. I think Congress has done really well I think even better than now hedge funds. I know Ray Dalio had one called pure alpha he turned it around last I heard but I haven't looked in a while.  I did 69% in 4 months I know how unbelievable that sounds so I won't even tell you what I did over the long-term since 2019. You definitely have to be pretty specific like who made the most who did the best percentage wise w I have a screen shot from Microsoft Edge browser follow list demo account thing. and I had to stop because it was upsetting me because anything time zero is still zero. I was just buying the really big dips of the top tech stocks. The magnificent seven plus AMD Tesla Nvidia Amazon took a big dip 30-50 percent that's when I bought it. I bought Costco because Charlie munger told me to. Rest in peace legend. bitcoin cuz it just had gotten wrecked I think it was like 22,000 when I got it. Also I did Dell and tsmc cuz I like that they pretty much had a very nice 45° upward trend. I entirely believe that the stock market doesn't make any sense I have my suspicions that it's the Aladdin AI from BlackRock that might be skewing the results like a lot. The PE ratio of all the ones that I'm picking don't even make sense. But I'm just jumping on the band wagon and I believe that 30 to 40% I hit even with the recovery like is pretty short-term I mean I don't know I wasn't expecting them to print this much money.  Every single indicator that Michael burry talks has been happening for years and he's been really wrong. I do think Michael Burry is correct that the stock market has been showing every single indicator of being a house of cards and then some.  about 2 to 10 year treasury note being a negative yield. Death crosses PE ratios that are so out of hand it's clearly a bubble but it's been like that for literally since coldvid. Nothing about the stock market makes sense I don't think it actually has anything to do with fundamental analysis at this point. Worth doing but it is all fugazi. I think that's where Michael Berry kind of falls short he has his indicators recognizes that we are in a massive bubble and bets on it that it should pop but he also sticks to that. Nvidia is the only one actually making money on the AI boom yes it's overvalued as a stock because of its PE ratio but remember open AI which will most likely take down the entire worlds economy is really the one on betting huge in ways that doesn't even make sense but a lot of it is like you know really far out future promises I think that they spent 20 billion and 1/4 when last time I looked they had 800 million active users and I looked up how much they spent on inference amd and how much money that they had lost it kind of worked out to like $32 a person per quarter. I don't actually know why they wouldn't just change their pricing structure like why go into so much debt to get more users rather than just have people pay for the inference that they use and if they are on new user to allow them to use the not cutting edge model and then if there are power pro user just the cost of inference like the $200 a month and apparently people are actually using more than that my guess is they are allowing it not only to stay competitive but also because all businesses information arbitrage and they want to replace all human capital so they're long-term strategy I believe is to literally copy everything that people use with it in order to replace them as an employee in the future that's what they've actually said now why Michael burry isn't betting against open AI somehow instead he's betting against in video it doesn't make sense they're the ones selling the shovels not mining for gold.  Zimbabwe stock market went up when they printed a bunch of money. T-Mobile seems to be on a really big push with the mergers and acquisitions I could see that one doing well but I haven't taken a look their iPhone on his deal has been sold out and last few people I've known to get internet have gone with T-Mobile. I really do not throw same old men I do just see it as a pretty fancy chatbot and as helpful as it is in some cases it's pretty far from what I wanted to do and I also don't believe that they're actually releasing the full model actually I take that back I know they're not I had a chance GTP 3.5 turbo look at a picture I had of a schedule with the table and I asked it to take the table extract the information convert it to iCal format and export it to a CSV and it did it and then took it back. So why does it have that capability and why is it not being released I'm not sure

OutlandishnessUsed24

https://preview.redd.it/gf7h3b9wq37g1.png?width=674&format=png&auto=webp&s=758eed8e5a583420b855611e6d2ad303356f5592 Claude writing in python helped me put a quick graphic together with CSV exports from chartexchange I have too much DD on my computer to ever convice you all in one reddit post. Im stuck with.... believe me if you want, if you dont want to thats fine also

Marshall_Cleiton

Lol sure OP. "There is no way to know!" Just uploading a CSV of daily QQQ performance into chatGPT shows me a lump sum investment of $1000 into TQQQ in Jan 2000 would be $1534 today But I guess there's no way to know 🤷

notapersonaltrainer

Quantum-resistant cryptography already exists, and Bitcoin has upgraded many times before. It will do so again when stronger post-quantum protection is needed. And if something after quantum comes up it will upgrade again. * Taproot – 2021 * Segregated Witness (SegWit) – 2017 * CheckSequenceVerify (CSV) – 2016 * CheckLockTimeVerify (CLTV) – 2015 * OP_RETURN Standardization – 2014 * BIP34/66/65 Block Validation Improvements – 2013–2015 * Pay-to-Script-Hash (P2SH) – 2012 People confuse infrequent updates with an inability to update. It upgrades only when necessary, because unnecessary or frequent changes introduce their own security risks. Gold has no way to adapt.

JoJoPizzaG

go here: [https://www.cboe.com/us/options/market\_statistics/historical\_data/](https://www.cboe.com/us/options/market_statistics/historical_data/) Select all Symbol, and select daily, and download last 2 months. The download is a CSV file. Then you open with Excel and create a pivot table. Or use AI. Drop both files in and tell it to combine both files, replace GOOGL with GOOG. Sum up all volume for the past 30 days by symbol. Give me the top 100 symbol/ticker by volume. I believe about 1/5 of them are ETF. A handful index. So you get about 80 symbols to choose from. If you look at the list often, you may also pick up some early raiser as their options volume creep into the top 100.

notapersonaltrainer

Segregated Witness (SegWit) – 2017 Taproot – 2021 Pay-to-Script-Hash (P2SH) – 2012 CheckLockTimeVerify (CLTV) – 2015 CheckSequenceVerify (CSV) – 2016 OP_RETURN Standardization – 2014 BIP34/66/65 Block Validation Improvements – 2013–2015

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