Questions tagged [financial]

Anything related to financial calculations and processing of financial data. For example, this tag can be used for questions about interest rates calculations, stock exchange data processing, market data analysis, etc.

Anything related to financial calculations and processing of financial data. For example, this tag can be used for questions about interest rates calculations, stock exchange data processing, market data analysis, etc.

346 questions
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How to keep track changing items in a stock portfolio?

I have a system where people can pick some stocks and it values their portfolios but I'm having trouble doing this in a efficient way on a daily basis because I'm creating entries for days that don't have any changes(think of it like I'm measuring…
Lostsoul
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PHP to calculate latest 31 March

i want to calculate latest 31-Mar .... suppose date is 1-Jan-2012 i want result as 31-mar-2011 and if is 1-April-2011 then also i want result 31-mar-2011 and if its 1-mar-2011 it should come as 31-mar-2010.....hope i made my self clear ...(with php)…
Harinder
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R tvm financial package

Im trying to estimate the present value of a stream of payments using the fvm in the financial package. y <- tvm(pv=NA,i=2.5,n=1:10,pmt=-c(5,5,5,5,5,8,8,8,8,8)) The result that I obtain is: y Time Value of Money model I% #N PV FV PMT…
FAC
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Core Data Financial Application Data Model

I have a question around what entities I should have for Core Data in a very simple personal financial application on iOS. I have an 'Account' entity which has many 'Transaction' entities which contain details like the date of transaction, the…
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How to visualize transactions within assets of a portfolio

I'm visualizing stock data, with the x-axis representing time and y-axis representing money. Now if a stock gains on value (because the share is more worth) the corresponding line moves up: But how can I visualize transactions during time? Say I…
Elektropepi
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SyntaxError:Can't assign to function call -coding on a Financial analysis tool

def SMMA(column,N): for i in range(len(column)): if i <= N: SMMA(i) = np.nan() elif i == N + 1: SMMA(i) = column[:N].mean() else: SMMA(i) = (SMMA(i-1)*N + column[i])/ N Smoothed Moving…
user9161038
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A python script that returns expected returns, covariance and volatility of 2 assets

Inspired by my excel finance class test, I want to use Python as a tool to solve this problem. I want to learn how to calculate for expected returns, co variance and volatility of assets, especially with the inclusion of probability of…
Mysterio
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Python: Scraping a CSV file request

A frequent and long lurker on here: I usually find my questions answered on here. However, I have come across perhaps a simple, yet vague project that escapes me. I am fairly new to Python (currently using ver 3.6). I am looking at:…
Skyline
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Stocks Financial Statements from yahoo no longer transferrinf to excel

I have a VBA code which transfers stocks Financial Statements (Income Statement, Balance Sheet, Cash Flows) from yahoo finance to excel, I have used it for a while now, but it seems yahoo has changed the links or something. Could someone help me…
Sebastian
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Calculations on cell pairs that meet multiple pre-defined criteria?

My goal: Depending on which of the 5 scenarios is prevalent in each row, make the calculation following the if statement. End result should be 1 column, including the outcome of each row calc. What I tried so far: CalcOutcome = zeros(554,1); for…
John
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Mathematical rounding in vb.net?

I there a built-in function for proper mathematical rounding in vb.net? For example, both functions below return 14.00, but they should return 14.01: Math.Round(14.004999, 2, MidpointRounding.AwayFromZero) Decimal.Round(14.004999, 2,…
ak7483
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Find the First Wednesday after the last Tuesday of last financial month

One of my clients defines (for strange financial reasons) a financial month as a period of time that begins the Wednesday immediately after the last Tuesday of a Month (inclusive) and lasts until the last tuesday of the following month…
Johannes Wentu
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Excel price function what is meant by DSC,E,A?

In excel PRICE function there are constants DSC,E,A what are these values? It is very confusing when there are more than one coupon period available for the bond. They have provided explanation for DSC,E,A as follows. DSC = number of days from…
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Retrieve the Financial Year data

How to access the data from MSSQL table User will give only month(3) and financial year(2013-14), how can I retrieve the progress up to last month (previous month) and up to month (this month) while data has been inserted from jun-2013 to…
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VBA code works sometimes, the breaks at other times. Am I missing something in this Code?

Thank you in advance for the help. When I run tickers through the code it stops. This is pulling mutual fund data, so if you want to test the code yourself...I would Use(INDZX, CULAX, ABRZX, TAGBX, PRPFX (Don't use these Mutual funds, they are no…