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Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Yahoo Finance - Data inconsistencies between historic and current data ### Answer: You might have better luck using Quandl as a source. They have free databases, you just need to register to access t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is the Canadian Securities Course (CSC) enough to get started in the finance industry in Canada? ### Answer: Wikipedia says "The Canadian Securities Course (CSC) offered by the Canadian Securities Ins...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: UK: Personal finance book for a twenty-something ### Answer: Try this as a starter - my eBook served up as a blog (http://www.sspf.co.uk/blog/001/). Then read as much as possible about investing. Once...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: UK: Personal finance book for a twenty-something ### Answer: Public sector and private industry retirement plans, taxation and estate planning would be the most substantial differences between the two...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: UK: Personal finance book for a twenty-something ### Answer: I would always recommend the intelligent investor by Benjamin Graham the mentor of warren buffet once you have a basic knowledge ie what is...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: UK: Personal finance book for a twenty-something ### Answer: I will definitely recommend the following books The above books will open lot of eyes to exactly know what you are doing with your personal...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: UK: Personal finance book for a twenty-something ### Answer: Consultant, I commend you for thinking about your financial future at such an early age. Warren Buffet, arguably the most successful invest...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: UK: Personal finance book for a twenty-something ### Answer: As you are in UK, you should think in terms of Tax Free (interest and accumulated capital gains) ISA type investments for the long term AND...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Personal finance app where I can mark transactions as “reviewed”? ### Answer: Otto, I totally agree with you. That feature would be awesome addition to mint. Have you thought of adding Custom tag cal...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Personal finance app where I can mark transactions as “reviewed”? ### Answer: On mint, you can create your own tags for transactions. So, you could create a tag called "reviewed" and tag each transa...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Personal finance app where I can mark transactions as “reviewed”? ### Answer: Not web-based, but both Moneydance and You Need A Budget allow this. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Personal finance app where I can mark transactions as “reviewed”? ### Answer: I had exactly the same need and I ended up using BillGuard and I like it. At the end of the day, it sends an alert where...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: how does one see the CBOE VIX index on Google Finance? ### Answer: For whatever reason, I don't believe they offer it. Yahoo does. A google for google finance VIX turns up people asking the question...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: how does one see the CBOE VIX index on Google Finance? ### Answer: You can pull up the VIX index on Google Finance by entering INDEXCBOE:VIX ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Calculate Finance Rate, Interest Amount when we have below line Fees ### Answer: The equation for the payment is This board does not support Latex (the number formatting code) so the above is an imag...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is financial data of some public companies not available on Yahoo Finance? ### Answer: In general, the short answer is to use SEDAR, the Canadian database that compiles financial statements for Ca...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is financial data of some public companies not available on Yahoo Finance? ### Answer: http://www.pacificrubiales.com/investor-relations/reports.html does have financial reports on their website f...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Comparing option data between yahoo finance and CBOE for SPY options ### Answer: The CBOE site, as well as some other sites and trading platforms, will show the bid/ask and statistics for that option ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Advantage of Financial Times vs. free news sources for improving own knowledge of finance? ### Answer: If you are interested in a career in algorithmic trading, I strongly encourage you to formally st...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Advantage of Financial Times vs. free news sources for improving own knowledge of finance? ### Answer: I recommend using Morning Brew. They email you a free daily newsletter with the top financial new...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it true that Income Tax was created to finance troops for World War I? ### Answer: The Income Tax was put into effect during the Civil War, but was later revoked because it was deemed "Unconstituti...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it true that Income Tax was created to finance troops for World War I? ### Answer: Canada did not introduce income taxes before World War I. Specifically deficits forced them to in the later part ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it true that Income Tax was created to finance troops for World War I? ### Answer: Income tax was seen as a way to exploit the revenues available from the rapidly expanding ranks of people with mid...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Trustable, official sources on holdings, purchases and sales by finance academics/professionals? ### Answer: You won't be able to know the trading activity in a timely, actionable method in most cases...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Google Finance: Input Parameters For Simple Moving Averages ### Answer: The difference is that for the one year time frame the data is represented based on daily data and the SMA is 20 days, whilst fo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Google Finance: Input Parameters For Simple Moving Averages ### Answer: I looked at this a little more closely but the answer Victor provided is essentially correct. The key to look at in the google ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does Yahoo finance adjust stock data for splits and dividends? ### Answer: For stock splits, let's say stock XYZ closed at 100 on February 5. Then on February 6, it undergoes a 2-for-1 split and ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does Yahoo finance adjust stock data for splits and dividends? ### Answer: Should be noted that pacoverflow's answer is wrong. Yahoo back-adjusts all the previous (not current or future) values ba...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does Yahoo finance adjust stock data for splits and dividends? ### Answer: Yahoo's "Adj Close" data is adjusted for splits, but not for dividends. Despite Yahoo's webpage's footnote saying *Close...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Any Ubiquitous Finance App That is on Mac, iOS and Windows? ### Answer: Mint.com is a web app with an iPhone (and Android) app. Also, You Need A Budget appears to support all three. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Any Ubiquitous Finance App That is on Mac, iOS and Windows? ### Answer: As I have said before on this site, I personally use Moneydance. They have Mac, Linux and Windows support, and recently added an...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Any Ubiquitous Finance App That is on Mac, iOS and Windows? ### Answer: You can try SplashMoney. It works on many platforms, including iPhone, iPod and Mac, but also Palm OS, Android, Blackberry and w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Any Ubiquitous Finance App That is on Mac, iOS and Windows? ### Answer: I have been using bearsofts money app, both in mac and iOS. I think only down side with this apps is you need to buy them separa...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does Google Finance calculate the Institution Owned metric for a stock ### Answer: Institutional ownership has nearly lost all meaning. It used to mean mutual funds, investment banks, etc. Now, it...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why Google Finance puts to two decimal places for the trading volumes? ### Answer: Many brokerages offer automatic dividend reinvestment. It is very infrequent that these dividends are exactly a whole...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a Yahoo Finance ticker for NYMEX Crude Oil Front Month? ### Answer: Yahoo Finance doesn't offer this functionality; I remember looking for this exact feature a couple of years ago for coffee ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a Yahoo Finance ticker for NYMEX Crude Oil Front Month? ### Answer: Yahoo Finance has this now, the ticker is CL=F. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the best cross-platform GPL personal finance tool available? ### Answer: There isn't one. I haven't been very happy with anything I've tried, commercial or open source. I've used Quicken for a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the best cross-platform GPL personal finance tool available? ### Answer: I use "Money Manager Ex" which is a Windows application I use on PC to log my transactions and for simple statistic. Th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Personal finance software for Mac that can track stocks and mutual funds? (Even manual updating of share prices will do.) ### Answer: I'm using iBank on my Mac here and that definitely supports diffe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Personal finance software for Mac that can track stocks and mutual funds? (Even manual updating of share prices will do.) ### Answer: Quicken for Mac will track stocks and mutual funds and allows you...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Personal finance software for Mac that can track stocks and mutual funds? (Even manual updating of share prices will do.) ### Answer: I currently use Moneydance on my Mac. Before that I had used Qui...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why does Yahoo! Finance report different prices for the same index? ### Answer: Are you sure you're using the same date range? If you're using Max, then you're not, as ^FTMC goes back to 12/1/1985 whi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Money Saved on finance charges ### Answer: Avoiding a cost (interest) isn't quite the same as income. There is no entry, nothing for you to consider for this avoided interest. What you do have is an ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a finance API of some kind to get all holdings for a specific mutual fund? ### Answer: Generally, the answer to the availability of holdings of a given mutual fund on a daily basis is no. Thu...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Relative Strength Index: Yahoo vs Google Finance ### Answer: Google's RSI is using a 10 period on 2 minute bars - i.e. it is based upon the last 20 minutes of data. Yahoo's RSI is using a 14 period lo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Relative Strength Index: Yahoo vs Google Finance ### Answer: Look at the 'as of'. Google's as of is 11:27 whil Yahoo's is 11:19. Given the shape of the Google curve, it looks to me that Yahoo's may ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Canadian personal finance software with ability to export historical credit card transactions? ### Answer: Yodlee is the back-end which communicates with the banks, and Mint just provide a pretty laye...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Canadian personal finance software with ability to export historical credit card transactions? ### Answer: Yodlee and Mint are good solutions if you don't mind your personal financial information bein...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Canadian personal finance software with ability to export historical credit card transactions? ### Answer: If you're willing to use OFX or QIF files, most Canadian banks can spit output more data than...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: US Dollar Index: a) where are long term charts; also b) is it available on Google Finance by any chance? ### Answer: a) the quick answer to your correlation is quantitative easing. basically the cen...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the value in using the “split transaction” feature present in some personal finance management tools? ### Answer: Split transactions are indispensable to anybody interested in accurately track...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why does Yahoo Finance and Google Finance not match historical prices? ### Answer: The difference is that Yahoo is showing the unadjusted price that the security traded for on that date, while google ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why does Yahoo Finance and Google Finance not match historical prices? ### Answer: I work on a buy-side firm, so I know how these small data issues can drive us crazy. Hope my answer below can help yo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are some good, easy to use personal finance software? [UK] ### Answer: Update: I am now using another app called toshl and I am very satisfied with it. In fact, I am a paying customer. It is web...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are some good, easy to use personal finance software? [UK] ### Answer: I'm a big fan of Mint. I tried Wesabe prior to mint and at the time (about a year ago) it was lacking the integration of ma...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are some good, easy to use personal finance software? [UK] ### Answer: Money Dashboard and Love Money look like two best options out there now that Kublax closed their doors. Mint were making no...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are some good, easy to use personal finance software? [UK] ### Answer: CashBase has a web app, an iPhone app and an Android app, all sync'ed up. It doesn't integrate with banks automatically, bu...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are some good, easy to use personal finance software? [UK] ### Answer: +1 for YNAB. I used to use MS Money until it was decommissioned. I used that to historically record my spending and investi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are some good, easy to use personal finance software? [UK] ### Answer: My Finances is a personal finance app for iPhone and iPad. The app uses iCloud to sync the data between your devices if you...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Personal finance in EFU and NAFA ### Answer: I want to know why my investment is having loss in 4 to 5 months. As the funds invest in stock markets, the Pakistan stock market is going down in last 4-5...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: According to yahoo finance, Vanguard's Dividend Growth Fund does not appear to have dividend growth. Why is that? ### Answer: I think you are mixing up forward looking statements with the actual resul...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: For a car, would you pay cash, finance for 0.9% or lease for 0.9%? ### Answer: Dealer financing should be ignored until AFTER you have agreed on the price of the car, since otherwise they tack the cos...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: For a car, would you pay cash, finance for 0.9% or lease for 0.9%? ### Answer: If you want the new car, pay cash for it. Here's why: By paying cash for the car, you immediately save $2,500 off the pri...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: For a car, would you pay cash, finance for 0.9% or lease for 0.9%? ### Answer: While this question is old and I generally agree with the answers given I think there's another angle that needs a little...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: For a car, would you pay cash, finance for 0.9% or lease for 0.9%? ### Answer: One part of the equation that I don't think you are considering is the loss in value of the car. What will this 30K car ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Organizing Expenses/Income/Personal Finance Documents (Paperless Office) ### Answer: If you're curious, here are my goals behind this silly madness You said it... The last two words, I mean...:-) If y...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Organizing Expenses/Income/Personal Finance Documents (Paperless Office) ### Answer: I'm trying to organize my financial papers as well. I have a Fujitsu ScanSnap and it's tearing through my papers l...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Organizing Expenses/Income/Personal Finance Documents (Paperless Office) ### Answer: If it was me, I would organize something along these lines. in large part because down the road when it comes time...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Home (re)Finance and Providing Additional Information ### Answer: I have never had a lender ask my budget, only my income, savings, credit rating and value of the collateral. That's considered adequat...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Comprehensive tutorial on double-entry personal finance? ### Answer: I had to implement a simplistic double-entry accounting system, and compiled a list of resources. Some of them are more helpful th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Comprehensive tutorial on double-entry personal finance? ### Answer: The GnuCash tutorial has some basics on double entry accounting: http://www.gnucash.org/docs/v1.8/C/gnucash-guide/basics_accounti...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Comprehensive tutorial on double-entry personal finance? ### Answer: I found this book to be pretty decent: It is a workbook, and full of little exercises. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: New car price was negotiated as a “cash deal”. Will the price change if I finance instead? ### Answer: There is no rule that says the dealer has to honor that deal, nor is there any that says he/she ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: New car price was negotiated as a “cash deal”. Will the price change if I finance instead? ### Answer: Yes, he can retract the offer - it was a cash-only offer, and if you're financing, it's no longe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: New car price was negotiated as a “cash deal”. Will the price change if I finance instead? ### Answer: I am a carsalesman. Lets get one thing straight, we are not allowed to give people a better deal...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: New car price was negotiated as a “cash deal”. Will the price change if I finance instead? ### Answer: So there are a few angles to this. The previous answers are correct in saying that cash is dif...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: New car price was negotiated as a “cash deal”. Will the price change if I finance instead? ### Answer: as a used dealer in subprime sales, finance has to be higher than cash because every finance dea...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What does “Company Distribution” mean on Google Finance's stock screener? ### Answer: Company Distribution is attempting to show a histogram of how many companies fall within a given range so you can ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I export or sync data from TD Ameritrade into Google Finance or another online Finance site? ### Answer: Mint is one alternative. If you want the raw data in CSV format, you can use "Export" fe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Car dealers offering lower prices when financing a used car ### Answer: It is a legitimate practice. The dealers do get the loan money "up front" because they're not holding the loan themselves; they ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Car dealers offering lower prices when financing a used car ### Answer: With new cars it's usually the other way around: finance at a low APR or get cash back when you buy it outright. With used cars ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the formula for the Tesla Finance calculation? ### Answer: From here The formula is M = P * ( J / (1 - (1 + J)^ -N)). M: monthly payment RESULT = 980.441... P: principal or amount of loan 6396...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: online personal finance software that I can host myself ### Answer: I generally concur with your sentiments. mint.com has 'hack me' written all over it. I know of two major open source tools for acco...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: online personal finance software that I can host myself ### Answer: You can use www.mint.com for most of your requirements. It works great for me, it's free and I'd say is secure. Hosting that kind of...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Best personal finance strategy to control my balance ### Answer: The key to understanding where your money is going is to budget. Rather than tracking your spending after the fact, budgeting lets you...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Best personal finance strategy to control my balance ### Answer: My bank will let me download credit card transactions directly into a personal finance program, and by assigning categories to stores I...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Best personal finance strategy to control my balance ### Answer: I started storing and summing all my receipts, bills, etc. It has the advantage of letting me separate expenses by category, but it's m...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Ticker symbols differences between Yahoo Finance and BestInvest ### Answer: BestInvest is a UK site looking at that URL, base on the "co.uk" ending. Yahoo! Finance that you use is a US-based site unle...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Ticker symbols differences between Yahoo Finance and BestInvest ### Answer: It depends on what site you're looking on and what exchange they're pulling the data from. Even though funds and stocks are ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to read Google Finance data on dividends ### Answer: The dividend is for a quarter of the year, three months. 80 cents is 3.9% of $20.51. Presumably the Div/yield changes as the stock price change...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to read Google Finance data on dividends ### Answer: However, you have to remember that not all dividends are paid quarterly. For example one stock I recently purchased has a price of $8.03 and ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Strategy for accounting personal finance in multiple currency? ### Answer: How can I correctly account for having money in different currencies, without currency transfers or currency fluctuations end...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where do I-Bonds fit into personal finance plans? ### Answer: tl,dr: I-bonds do not fit well into most personal finance plans. First the questions (succinct reference): I like your thought process wei...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the meaning of realization in finance? ### Answer: Realization is, literally, when something is made real. For example, let's say that you own some stock. You bought the stock for $1000, and ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the meaning of realization in finance? ### Answer: Realization is when you actually have something in hand, it isn't just theoretical anymore. For instance, you may win the lottery, but until...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: New car: buy with cash or 0% financing ### Answer: Some things you missed in your analysis: How will financing change your insurance costs? I.e. what is the difference between the insurance that yo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: New car: buy with cash or 0% financing ### Answer: I'd finance the car (for 60 or 48 months), but stash enough money in a separate account so to guarantee the ability to pay it off in case of job loss...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: New car: buy with cash or 0% financing ### Answer: There is a 3rd option: take the cash back offer, but get the money from a auto loan from your bank or credit union. The loan will only be for. $22,5...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: New car: buy with cash or 0% financing ### Answer: If you don't have other installment loans on your credit report, adding this one could help your credit. That could potentially help you get a better...