Yahoo options analysis tool
It has several modes of operation. The first main mode is data gathering: The second main mode yahoo options analysis tool data analysis where the stored data is evaluated to provide performance information. Several canned reports types are already available. Data is retrieved very efficiently in a single batch query per Yahoo! Finance web sites using Finance:: YahooQuote module where version 0.
Support exists for North America i. US and CanadaEurope i. Using the yahoo options analysis tool date-parsing routine available to Perl thanks to the Date:: Manip modulesyou can simply say 'from six months ago to today' see below for examples.
It should run under any standard Unix as long as the required Perl modules are installed, as as long as the database backend is found. The following few paragraphs will illustrate the use of beancounter.
We will set up two fictional accounts for two brothers Bob and Bill so that we can illustrate the 'owner' column. The prices below are completely fictitious, as are the portfolios.
We can then create a two-stock computer hardware portfolio for Bob as follows:. The fictitious purchase price and date are also given. Let's suppose that Bill prefers networking equipment, and that he has a brokerage account in Canada:. With yahoo options analysis tool historical data in place, we now compare how Bob's portfolio would have fared over the yahoo options analysis tool 18 months:.
Note how we use double quotes to protect the arguments, and how the SQL restriction contains a further single quote around the literal string. As with other commands, several arguments yahoo options analysis tool be given at the same time. For yahoo options analysis tool of these, records are separated using a colon and specify, in order, stock symbol, number of stocks held, currency, account type, account owner, purchase price and purchase date.
Only the first three arguments are required, the others are optional. Executing addportfolio implicitly executes addstock. The account type column can be used to specify whether the account is, e. This is useful for illiquid securities which might not have traded that day, or if a public holiday occurred, or if there was a data error at Yahoo!. Two dates can be specified which determine the period over which the profit or loss is computed. This will fail if price data or currency data in the case of foreign stocks data data is not available for either of those two dates.
This may be restrictive for foreign stocks where we cannot backpopulate due to lack of public data source for historical currency quotes. Major currencies can be retrieved from Yahoo! It also uses only one date record by calculating performance given the 'previous close' data.
Note that the annualized returns can appear excessive if, e. This risk level is estimated via two methods. Yahoo options analysis tool second method uses the standard Value-at-Risk VaR approach. If the distribution of normalitty was perfectly true, both measures would coincide. A large difference between the two yahoo options analysis tool would indicate that the return distribution might be rather non-normal.
Another view of the riskiness of a given position is provided by the last column with the 'margVaR' heading. It shows the marginal Value-at-Risk. Marginal VaR is commonly defined as the risk contribution of the given position to the total portfolio, and calculated as the difference in the VaR of the full portfolio and the VaR of an otherwise identical portfolio with the given position removed.
Drawdown is commonly defined as the percentage loss relative to the previous high. The default period is used, but can be altered with the --date and --prevdate options. The default period is also corrected for the actual holding period. In other words, if a stock has been held for two months, only those two months are used instead of the default of six months -- but if the last months has been selected via --prevdate then it is used.
For short positions, the analysis is inverted and relative to the previous low. The report displays each stock, the number of shares held, the current price and holdings value. The next two columns show the maximum price attained in the examined period, and the percent decline relative to it.
The last column shows the unrealized loss relative to the maximum price over the period. The aggregate holdings value, percent decline and unrealized loss are shown as well.
A SQL restriction can be imposed. Currently, no yahoo options analysis tool analysis references this table. From then on data will be retrieved for the given symbol s and stored in the database whenever the update command is executed. Note that this works well for stocks and mutual fund.
Options have no historic data stored. Currencies are stored with limited precision as noted above. No output is generated making the command suitable for cron execution.
The existing data for symbol s is retained. Use this when a stock is acquired, delisted, or you simply want to stop tracking it -- but do not want to purge the historical data. The default factor is 2, this can be adjusted with the option --splitby.
The dates arguments can be set with --prevdate and --date. Instead of having all values converted to the default currency, the selected currency is used. This is then be be used by commands working on a date, or date period, such as plreportdayendreportbackpopulatefxbackpopulate or status. The argument must be a yahoo options analysis tool part of valid SQL statement in the sense that existing columns yahoo options analysis tool operators have to be yahoo options analysis tool.
The argument to this option will yahoo options analysis tool completed with a leading and. The SQL restriction will typcally be over elements of the portfolio table which comprises the columns symbolsharescurrencytypeownercost and date. A typical example would be for a European investor wanting to convert from the EUR in which the yahoo options analysis tool are listed yahoo options analysis tool one of the member currencies which beancounter would no longer retrieve as shares are no longer listed in these.
Unfortunately, it appears that Yahoo! In such a case, this option, along with an argument such as 'today' can override the bad date datapoint and avoid a hole in the database. A somewhat smarter comparison to previously stored data might prevent that, but would be more complex to implement. For SQLitethe default is now version 3. The default is 'beancounter'. This can be useful for testing new features. The default is 'true' but '--nofxupdate' can be used to suppress the update of foreign exchange rates.
Similarly, --equityupdate is a boolean switch to enforece, or suppress updates of Equity i. The default is 'true' but '--noequityupdate' can be used to suppress the update of foreign exchange rates. This is useful when the default FX rate service at Yahoo! However, during most ofYahoo! On the other hand, the UBC service does not run on Canadian holidays so it cannot really server as a full substitute. Contributions for a new data acquisition, maybe via www. The machine can be yahoo options analysis tool, or it can be the actual machine beancounter is running on.
If no hostname is given, the default value of 'localhost' implies that local socket connections are used which may be easier to employ for less experienced adatabase users. Also, --commit is a boolean switch to suppress actual database updates if the negated --nocommit is selected.
This is useful mostly in debugging contexts. The --verbose and --debug switches can be used in debugging an testing, and --help triggers the display of help message. It is a starting point for local modifications.
The connection to the database is made via a dedicated function in the BeanCounter. Ports for Oracle, Yahoo options analysis tool, It currently supports the following options:. An example file example. BeanCounter and beancounter are so fresh that there are yahoo options analysis tool missing features: Seriously, check the TODO list. This code or its predecessors have been used by the author since the end of Updates to this program might appear at http: There is NO warranty whatsoever.
The information that you obtain with this program may be copyrighted by Yahoo! Equivalently, foreign exchange rates from http: YahooQuote module, originally written by Dj Padzensky and on the web at http:
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Flurry now hasapp developers on its platform who have builtapps that reach 1. Now, rather than just make them itself, Yahoo options analysis tool is providing the tools for developers to build, grow, and earn money on their own apps. He says there are three big trends in mobile right now:. Each piece of the Yahoo Mobile Development Suite is getting its own update as well as being tied together.
Flurry is also launching Flurry Pulsewhich lets developers securely share any of their data with their partners with ease. No additional code needs to yahoo options analysis tool written. For example, mobile app publishers serving ads can send their mobile audience data directly to comScore a Flurry Pulse launch partner. Previously, developers would have had to integrate another comScore SDK into their apps. Yahoo plans to yahoo options analysis tool additional partners to Flurry Pulse soon, and is now in developer preview and will roll out over the coming weeks and months.
To give mobile developers a better way to monetize, Yahoo yahoo options analysis tool launched Yahoo App Publishing. Last year Yahoo acquired video adtech startup BrightRoll. So if an app features video content, they can easily monetize it without their own sales force through BrightRoll.
Yahoo lets them search without exiting the app. Yahoo is tying together its three mobile advertising options for developers: Investors gave Yahoo options analysis tool a small 1. EST thanks to the launches. Expect Facebook to improve its offerings in these next month at its f8 developer conference.
When I asked how Yahoo will nudge developers along the cycle, Mayer said it happens naturally as once someone builds a product, they want to make it better, grow it, and earn money from it. They were giving money to developers and not asking them to monetize. Monetization is being baked into the app experience, so developers are thinking about it earlier.
Google and Facebook have taken the spotlight in ad targeting, but Mayer seems intent on closing the gap the best Yahoo can. A few years ago, it was yahoo options analysis tool inconceivable to think about Yahoo getting mobile right for itself, let alone helping anyone else. But the company saw where the industry was going, and spun the wheel to course-correct. He says there are three big trends in mobile right now: Yahoo Mobile Marketing Yahoo is tying together its three mobile advertising options for developers: