Datasets:
circircircle
/
FinQA

Dataset card Data Studio Files
xet
 Community
text
stringlengths
146
45.7k
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to incorporate dividends while calculating annual return of a Stock ### Answer: You simply add the dividend to the stock price when calculating its annual return. So for year one, instead of it w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to understand adding or removing “liquidity” in stock markets with market/non-market orders? ### Answer: Not all limit orders add liquidity, but all market orders remove liquidity presuming there ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Saving tax for long term stock investment capital gain by quiting my current job? ### Answer: The capital gain is counted as part of your income. So with a million capital gain you will be in a high t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Saving tax for long term stock investment capital gain by quiting my current job? ### Answer: Reducing your income by 20k is guaranteed to lower your tax bill by less than 20k (because there are no ta...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Saving tax for long term stock investment capital gain by quiting my current job? ### Answer: The capital gains is counted towards your income. If you cash out 1 Million dollars, you have a 1 Million ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a kind of financial advisor for stock investors? How to find a good one? ### Answer: I'm a retired stockbroker/Registered Investment Advisor. My initial discussions with prospects never had a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is high trading volume in a stock indicative of? Is high liquidity a good thing or a bad thing? ### Answer: High liquidity doesn't necessarily mean that "everybody is getting rid of the stock", s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is high trading volume in a stock indicative of? Is high liquidity a good thing or a bad thing? ### Answer: In general, there should be a "liquidity premium" which means that less-liquid stocks s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is high trading volume in a stock indicative of? Is high liquidity a good thing or a bad thing? ### Answer: Stocks with a low average daily trading volume ("thinly traded stocks") will also tend ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is high trading volume in a stock indicative of? Is high liquidity a good thing or a bad thing? ### Answer: In general, liquidity is a good thing, because it means it is easy for you to buy or se...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Selling Stock - All or Nothing? ### Answer: When my orders fill, I'll often see a 1000 shares go through over 4-6 transactions, with a few cents difference high to low, but totaling the transaction co...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Selling Stock - All or Nothing? ### Answer: Set a good till cancel GTC order, and partial fills will just roll over to the market session if it doesn't fill completely during the first market session ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it possible that for shares to be reinvested in a stock you already sold? ### Answer: I believe this depends on the broker's policies. For example, here is Vanguard's policy (from https://personal....
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I buy an OTC stock listed in Nasdaq from India? ### Answer: According to this page on their website (http://www.kotaksecurities.com/internationaleq/homepage.htm), Kotak Securities is one big-n...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can one identify institutional accumulation of a particular stock using price and volume data? ### Answer: A couple ways, but its not a guarantee. You have to have special charts. Instead of each...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can one identify institutional accumulation of a particular stock using price and volume data? ### Answer: You can have a pretty good guess by looking at price pattern and order flow (size of the ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is this the right formula to use implied volatility to gauge probability of a stock being within a certain range? ### Answer: To get the probability of hitting a target price you need a little more ma...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: does one have to keep stock until the dividend payment date to get the dividend? (Record Date vs Payment Date) [duplicate] ### Answer: You only have to hold the shares at the opening of the ex-dividen...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Do I need to pay taxes in the US as an Alien Resident for my Canadian stock capital gains ### Answer: I will answer my own question. After calling my broker, they explained me this: ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Do I still need to pay capital gains taxes when I profit from a stock in a foreign currency? ### Answer: Yes, you still need to pay income tax on your capital gain regardless of whether you converted ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Do I still need to pay capital gains taxes when I profit from a stock in a foreign currency? ### Answer: I'll break it down into steps. Total gain/ loss for the whole thing is 5 CAD. You only have to ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does a stock's price represent current liquidation of all shares? ### Answer: What if everyone decided to sell all the shares at a given moment, let's say when the stock is trading at $40? I imagine s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does a stock's price represent current liquidation of all shares? ### Answer: What if everyone decided to sell all the shares at a given moment, let's say when the stock is trading at $40? It would fa...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does a stock's price represent current liquidation of all shares? ### Answer: Is the stock's price at any given moment the price at which all shares could be sold to new investors? No. For the simple...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can unclear or deceptive company news and updates affect the stock price in the opposite direction of where the company is actually headed? ### Answer: Yes, but only in a relatively short term. False ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do stock exchanges close at night? ### Answer: Here are some plausible reasons why markets might continue to close: ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do stock exchanges close at night? ### Answer: I believe there are electronic exchanges that run continuously, but the older ones don't want to change their practices since some people may have s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do stock exchanges close at night? ### Answer: Most stocks are not actively trades by lots of people. When you buy or sell a stock the price is set by the “order book” – that is the other people...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: incorrect printed information on check stock ### Answer: Even where national law might allow such a practice, the law in an individual province or state (either for issuing or receiving bank) might no...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: incorrect printed information on check stock ### Answer: Probably a bad assumption, but I'm assuming your in the United States. Keep in mind, that the check number is printed in 2 places on the front ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When an in-the-money stock option expires does the broker always execute it or does its value become worthless if the owner doesn't execute it? ### Answer: It depends on the broker, each one's rules m...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are bond ETF capital gains taxed similar to stock or stock funds if held for more than 1 year? ### Answer: Appreciation of a Capital Asset is a Capital Gain. In the United States, Capital Gains get ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are bond ETF capital gains taxed similar to stock or stock funds if held for more than 1 year? ### Answer: Yes, that's correct. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Large BUY LIMIT orders' effect on a stock's price ### Answer: Traders sometimes look at the depth of the book (number of outstanding limit orders) to try and gauge the sentiment of the market or other...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Large BUY LIMIT orders' effect on a stock's price ### Answer: If an offered price is below what people are willing to sell for, it is simply ignored. (What happens if I offer to buy lots of cars as lo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What to consider before buying (exercising) a family member's private company employee stock options, about to expire? ### Answer: First, you mentioned your brother-in-law has "$100,000 in stock optio...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What to consider before buying (exercising) a family member's private company employee stock options, about to expire? ### Answer: The company may not permit a transfer of these options. If they do pe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How it actually works? Selling a call on a stock I hold, but has done poor, might the market thinks may rise ### Answer: You seem to have it right. You will be selling what's known as a covered call. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How it actually works? Selling a call on a stock I hold, but has done poor, might the market thinks may rise ### Answer: What you are proposing is called a "covered call" strategy. It is a perfectly ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How will a limit order be executed when the stock market opens if there is a large change from the price of the day before? ### Answer: The next day the market opens trading at 10.50, You haven't spec...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? ### Answer: Though it seems unintuitive, you should rationally ignore the past performance of this stock (i...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? ### Answer: I bought 1000 shares of Apple, when it was $5. And yet, while the purchase was smart, the sales...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? ### Answer: Buy low, sell high. I think a lot of people apply that advice wrongly. Instead of using this as...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? ### Answer: Obviously a stock that's hit a high is profit waiting to be taken, be safe, take the money, Sel...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? ### Answer: I primarily intend to add on to WBT's answer, which is good. It has been shown that "momentum" ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? ### Answer: You should sell all your stock immediately and reinvest the money in index funds. As of right n...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? ### Answer: Here in Australia a stock price is usually highest just before a dividend and lowest just after...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? ### Answer: You asked for advice, so I'll offer it. Trying to time the market is not a great strategy unle...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? ### Answer: Insofar as a 52 week high indicates a peak, yes. However, the truth is that "buying low and se...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? ### Answer: Selling as well as buying a stock are part science and part art form. I remember once selling ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? ### Answer: One possibility is to lock in gains by selling, where a selling price can attempt to be optimiz...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks when the stock hits a 52-week high in order to “Buy Low, Sell High”? ### Answer: As per the chart pattern when ever a stock breaks its 52 week high. This information may differ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I interpret this analysis from Second Opinion? ### Answer: In Second Opinion's opinion, they say "Do not initiate new position." This means do not buy the stock if you do not already own it. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I interpret this analysis from Second Opinion? ### Answer: This is analyst speak for "the stock isn't going anywhere anytime soon". Remember these guys are offering advice to the entire univers...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I interpret this analysis from Second Opinion? ### Answer: No, you shouldn't buy it. The advice here is to keep any existing holdings but not make new purchases of the stock. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is a 10 Year Treasury Note and How Can it be Used to Calculate the Intrinsic Value of a Stock? ### Answer: It's a form of debt issued by the United States Treasury. As the name implies, a 10-year...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How you make decision on a stock purchase after fundamental analysis? ### Answer: The degrees to which a positive is positive and a negative is negative are up to you. There is no correct answer. A ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What does Dividend 165% mean in stock market? ### Answer: Do not confuse the DIV (%) value and the dividend yield. As you can see from this page, the DIV (%) is, as you say, 165%. However, the divide...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What do the points in a stock market index epresent? ### Answer: The All Ords Index consists of the 500 largest companies by market capitalisation listed on the Australia Stock Exchange. Each stock i...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the Blue Line in these stock Charts? ### Answer: The curved lines (on my screen orange, yellow and pink) are simple moving averages. The fuchsia and blue straight lines are automatically gene...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the Blue Line in these stock Charts? ### Answer: My guess is that both the blue and pinkish lines are hand drawn by someone. The blue line indicates 'higher lows' while the pinkish line repres...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Using Marine Traffic (AIS) to make stock picks? ### Answer: Since you seem determined to consider this, I'd like to break down for you why I believe it is an incredibly risky proposition: 1) In genera...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Using Marine Traffic (AIS) to make stock picks? ### Answer: You can. Speculating on marine traffic is more closely tied to oil trades and ocean shipping container rates, than trades on any particular ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do so many people trade a bankrupt company's stock? ### Answer: It may have some value! Investopedia has a well-written quick article on how stock holders may still get some portion of the liquid...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Incentive Stock Option (ISO) tax question - more specific this time ### Answer: Alternatively you could exercise 12000 shares for $36000 and immediately sell 7200 shares to recover your exercise price...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Incentive Stock Option (ISO) tax question - more specific this time ### Answer: I've bought ISO stock over they years -- in NYSE traded companies. Every time I've done so, they've done what's called ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Who owns NASDAQ? Does it collect fees from stock transactions? ### Answer: NASDAQ OMX Group owns NASDAQ, a stock exchange. It is a corporation, and is listed on the NASDAQ as NDAQ. It makes money by: ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How will my stock purchase affect my taxes? ### Answer: Assuming you are in the US, and are an average joe, the answer to your question is no. Investment costs do not reduce your taxable income for th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How will my stock purchase affect my taxes? ### Answer: Purchasing stock doesn't affect your immediate taxes any more than purchasing anything else, unless you purchase it through a traditional 401k o...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Shares in stock exchange and dividend payout relationship ### Answer: It would be 0.22 * Rs 5 per share, i.e. Rs 1.1 per share. For 1000 share it would be Rs 1.1 * 1000, i.e. 1100 ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are stock purchases on NASDAQ trackable to personal information? ### Answer: In the United States, when key people in a company buy or sell shares there are reporting requirements. The definition of ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are stock purchases on NASDAQ trackable to personal information? ### Answer: The broker will probably submit records to the IRS, so there isn't anonymity at that level... ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it possible to trade US stock from Europe ? ### Answer: Any large stockbroker will offer trading in US securities. As a foreign national you will be required to register with the US tax authorities...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it possible to trade US stock from Europe ? ### Answer: Yes, it's possible and even common but it depends on your bank or broker. One of the main differences is that you might assume FX risk if you...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Canada discount stock brokers: Interactive Brokers vs. Questrade? ### Answer: I have had accounts at both IB and Questrade. Whatever you've heard about Questrade, sadly much of it is true pertaining t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Which technical analysis indicators are considered leading stock market indicators? ### Answer: Relative Strength Indicators are also trailing indicators. They are based on the number of recent uptic...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why public companies care how their stock price fluctuates? [duplicate] ### Answer: The folks who hold stock are the legal owners of the company. If a majority of stock holders become unhappy with the...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What should I do with my stock options? ### Answer: The main reason to exercise the shares sooner rather than later is that you have to hold the shares for 1 year to gain access to the long-term capit...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Will there always be somebody selling/buying in every stock? ### Answer: If the stock has low liquidity, yes there could be times when there are no buyers or sellers at a specific price, so if you put...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Will there always be somebody selling/buying in every stock? ### Answer: Will there be a scenario in which I want to sell, but nobody wants to buy from me and I'm stuck at the brokerage website? Simil...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Will there always be somebody selling/buying in every stock? ### Answer: Will there be a scenario in which I want to sell, but nobody wants to buy from me and I'm stuck at the brokerage website? Simil...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Will there always be somebody selling/buying in every stock? ### Answer: When there are no buyers, you can't sell your shares, and you'll be stuck with them until there is some interest from other inv...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Will there always be somebody selling/buying in every stock? ### Answer: No, Mark is right, if you place a market order there will always be someone to buy or sell at the market price. Only if you pl...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Will there always be somebody selling/buying in every stock? ### Answer: Well Company is a small assets company for example it has 450,000,000 shares outstanding and is currently traded at .002. Almos...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Will there always be somebody selling/buying in every stock? ### Answer: Many people assume that if the price of something is $10 and they have 1,000 of that thing, they should expect to be able to se...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to change stock quantity in KMyMoney investment editor? ### Answer: I can't give you a detailed answer because I'm away from the computer where I use kMyMoney, but IIRC to add investments you have...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When to start investing in the stock market? ### Answer: Investing requires capital, and the fastest way to get the capital is to develop good saving habits. Investing is an ongoing process to help yo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Question about stock taxes buy/sell short term ### Answer: If you have made $33k from winning trades and lost $30k from loosing trades your net gain for the year would be $3k, so obviously you would p...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Question about stock taxes buy/sell short term ### Answer: As Victor says, you pay tax on net profit. If this is a significant source of income for you, you should file quarterly estimated tax payment...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Online brokers with a minimum stock purchase lower than $500 ### Answer: With InteractiveBrokers there is no minimum trade amount, they also offer Australian Equities. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Online brokers with a minimum stock purchase lower than $500 ### Answer: The $500 minimum is a policy of the ASX. As such any broker that offered a different policy would not be offering direct purcha...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: UK Online Stock Tradiing for Beginner and Small Amounts? ### Answer: Try something like this: http://www.halifax.co.uk/sharedealing/our-accounts/fantasy-trader/ Virtual or fantasy trading is a great ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where to find free Thailand stock recommendations and research? ### Answer: On what basis did you do your initial allocation of funds to each stock? If you are 're-balancing' that implies returning ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is an “at close order” in the stock market? ### Answer: Usually backtests for (long-term) strategies are evaluated on a end-of-day basis where you only consider close prices. If your strategy per...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is an “at close order” in the stock market? ### Answer: Investopedia defines it in the following way: It's essentially a market order that doesn't get entered until the last minute (or thereabout...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stock options value ### Answer: What you will probably get is an option to buy, for £10,000, £10,000 worth of stock. If the stock price on the day your option is granted is £2.50, then that's 4,000 sh...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a mathematical formula to determine a stock's price at a given time? ### Answer: A stock market is just that, a market place where buyers and sellers come together to buy and sell shares in c...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a mathematical formula to determine a stock's price at a given time? ### Answer: The fallacy in your question is in this statement: "The formulas must exist, because prices can be followed re...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a mathematical formula to determine a stock's price at a given time? ### Answer: I found the answer. It was the Stock Ticker that I was looking for. So, if I understand correctly the price at...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a mathematical formula to determine a stock's price at a given time? ### Answer: Try to find the P/E ratio of the Company and then Multiply it with last E.P.S, this calculation gives the Fund...