I have stock data, and want to find moving averages of the close for each stock for each date. The fields are TICKER, DATE, and CLOSE, and the table is tblData. A 20-day moving average would be great. Please don't tell me to do it in Excel; that is fine for graphing the data after a particular stock is chosen for further investigation, but does not work for screening data to begin with.
205401
Create a query and paste this into it's SQL sheet:\n\nSELECT tblData.TICKER, tblData.DATE, tblData.CLOSE, (SELECT Sum([CLOSE])/Count([ticker]) AS Expr1 FROM tblData AS sub WHERE \n(((sub.TICKER)=[tblData]![Ticker]) AND ((sub.DATE) Between [tbldata]![date]-19 And [tbldata]![date]));) AS avg20 FROM tblData;\n\nIt will show the 20-day average for each stock for each date, but if there are fewer days of data available for a stock, it will show a real average for those days.\n\nI don't know what's causing the "..." in the middle of the SQL, but just replace it with "er]) "\n\nThis is what's called a Subquery
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Briefing.com or Yahoo Finance will summarize available data. Flyonthewall.com will also provide this information
521250
Hi Tasksgirl.....   I need all your attention please!\n\nI suppose you work everyday with an automated Accounting System, like Accpac, QuickBooks, Salomon, etc....\n\nEntries closing (concepts and definitions) :\n\n1) Closing entries are made to close revenues, cost of goods, operational costs and any other account involved to calculate the compay's NET INCOME.\n\n2) Net Income is the result that you read at the end of an INCOME STATEMENT report.\n\n3) You MUST enter Closing entries once in a year.\n\n4) I have seen two types of Closing Entries:\n    - Manually\n    - Automatically\n\n    Manually Closing Entries are done when automatically option does not exist.  It is a obsolete system.\n\n    Automatically is done when you close the fiscal year.  If this option exists, never enter Closing Entries manually.  It will ends on critical errors.\n\nSome Accounting Systems, like Accpac, looks for marked accounts as Revenues, Costs of Goods, Expenses, Other Incomes, etc...  and create transactions to close them.\n\nFor instance:\n\nA revenue account balance is            -15,200,000.oo\nA cost of good account balance is       7,100,000.oo \nAn expense account balance is            3,000,000.oo\n\nNet Income will be  -5,100,000.oo  (Revenue - CoGs - Expenses)   Negatives signs are shown only to show this example only, but usually accounting system do not show them unless it be needed.\n\nok, Accpac will create a batch entry as follow:\n\nRevenue account    15,200,000.oo\nCoGs account         - 7,100,000.oo \nExpense account    -  3,000,000.oo\nEarning Account    - 6,100,000.oo   (Equity account)\n\nEarning account is entered to balance this batch. Now, Net Income will part of Company's Equity account.\n\nNext time you run a Income Statement, Net income will be ZERO, because it was closed by Closing Entries.  This result is now in Equity Accounts.\n\nthat's it... hope that helps you .... good luck!
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Just open it with Excel.  It will automatically populate the columns.\n-MM
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=cell ref 1 (qty)* cell ref 2 (unit price)to get the price (same for buy and sell, buy is -ve and sell is +ve)\n\nUse one separate column for the transaction costs. Use =sum(range of cells) at the end of each column. Use =sum(range of cells containing the totals) at the end of last row.\n\nI have a spreadsheet like this (a little bit more complicated) can trace P/L in every minute.
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Check for solid fudementals, (is the company making money, does it have low debt, are sales increasing, etc.) and Technical indicators that are telling you the stock is going up, ie: price, MACD, Chaikin Money Flow, stochastics, etc.  \n\nStart with Investors.com, the site has a Stock Checkup, a great tool for checking fundamentals on any stock. \n\nFor a more detailed study of Technical Analysis go to StockCharts.com, pay particular attention to the Bollinger Bands, Moving Average, Volume, RSI, the MACD (Mac-D), The Williams %er, Stochastics, and the Chaikin Money Flow.  \n\nThen check out StockTA.com, it is also an excellent Technical Analysis site, with charted Fibonacci resistance and support lines and will tell you if the stock is bullish or bearish in the short, medium and long run.  The site also has an extensive Candle Pattern Glossary and a fantastic technical screener. \n\nThe above sites do have premium services, but all the services I mentioned are free.  I've been using Elliot Wave and Fibonacci's to help refine my in and out points.  StockCharts.com's "ZigZag" overlay helps me plot and count the waves and that helps determine where I am in the overall pattern. \n\nBasically I find interesting stocks through the screens on Investors.com or StockTA.com, run them through the Stock Checkup at Investors.com, if they measure up I'll run them through the Analyisis & Fib Analysis at StockTA.com and do an extensive chart study at StockCharts.com, examining the 2 yr, 1 yr, 6 mth, 3 mth, 1 mth & 5 day.  I'll also do my due dilligence, studying the profile, key statistics, headlines, etc. through Yahoo Finance and web searches.  If it all measures up and the stock is in a base or in a pull back and it's starting a wave 1 or wave 3, it's time to buy. \n\nSo, to sum it up; you're looking for solid fundamental indicators, and Technical indicators that tell you that the stock is bullish (going up).\n\nI heartily recomend studying the How To Invest section of Investors.com, the Chart School at StockCharts.com, and the School at StockTA.com to further your investment education.\n\nRemember, when investing always protect your downside with a stop loss or a trailing stop loss.  \n\nGood luck, hope it helps.
520956
Ha! Trial and error.\n\nUse a spreadsheet.
479852
Dow Jones industrial average is an index that represents 30 large cap companies (also referred to as "Blue Chips").  The companies in the DJIA are some of your biggest cos in the US (3M, Microsoft, Merck, Caterpiller to name a few).  The "average" is actually a weighted average depending on mkt cap and other factors and then divided by an index # that they come up with.  Everyone uses the Dow as a gauge to predict or identify how the overall market is doing.  If you own a bunch of different stocks (even non-DJIA stocks) you might refer to the DOW just to get a quick glimpse as to what the market is doing.  If it's way up, you might assume that your stocks are doing well too.\n\nA better indicator of the overall market, however, is the S&P 500, which represents 500 companies.
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Yahoo! Finance, of course.\nhttp://finance.yahoo.com/q/hp?s=%5EDJI\nYou can set the date range or download it to Excel.
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This is much harder to do than it may seem.  The chief problem may be that you are keying on the earnings reporting date, not the quarter ending date.  \n\nThus, if a company reports great results for the quarter 1/06-3/06, but they report their earnings on 4/15/06, you want to see what happened to the stock beginning 4/15 going forward (and you may or may not be interested in the activity on 4/15 itself depending on whether they reported before the market opened, or after it closed).  To do this analysis precisely and automatically with some sort of screening software may not be possible because the earnings reporting dates vary.\n\nBest way I can think of to do this is go to \n\nwww.earnings.com\n\nNot all companies info will be given here, but for a whole lot of companies you can get the history of conference calls for a company, what they reported as earnings, and how this reported number compares to their guidance if they gave any.  Based on the time of day for the conference call you can also make a good guess as to whether the company reported earnings before the market opened or after the market closed.  From there you have to just look for companies that consistently beat quidance and had increasing earnings and check them out.\n\nAlso, though you are not asking for my advice, let me throw it in anyhow (you can ignore it if you want).  It sounds like you are trying to get a system for buying certain companies before earnings hoping for either a pop in price after earnings or a slow progression upwards until the next earnings date.  I think you may be onto something, but I doubt you will find an easy little system to follow.  Each company behaves differently (some always beat earnings, some usually hit earnings, some are erratic) but the companies behavior is well known by the people who track the stock and probably built into the price before earnings.  Thus, you are trying to estimate what actual earnings will be compared not to what past earings have been, nor compared to the companies own guidance but rather compared to the markets consensus of what the earnings should be and who knows what that number is.  Also, more important than the companies earnings might be their forward guidance and this may drive the price alot more than the actual earnings.\n\nTo give an example for that last sentence, supposed a company consistently beats earnings by varying amounts, and is growing at 20-30% per year.  They guide their earnings 10% above last years number, but since they always beat the market may decide they are just being cautious and based on how their industry has been chugging along the market prices the stock as if earnings will come in 30% above last year.  Earnings come in and are 20% above last year.  On the day they report earnings, the company shows 20% growth, and is still 10% above quidance but will nonetheless probably have a really bad day because the actual earnings are 10% below what the market was expecting.\n\nTo give another example suppose a company is growing 20%, is expected to earn 20% more than last year, hits the number perfectly, but then guides lower for next quarter.  Watch out below, the earnings in this case is meaningless.\n\nI guess what I'm saying is there are alot of details to consider and if you get it right 2/3rd of the time you may end up a millionaire in spite of having some really bad days.  Anyhow, www.earnings.com may be the place to look for this data, and best luck with your analysis.
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I suppose you want the return for a stock. Then the formula to use is:\n\n r   =   R_f   +   beta x ( R_m - R_f )\n\nwhere \nR_m is the market return\nR_f is the risk free rate\nbeta = standard deviation stock/standard deviation market\nConclusion: there is an information lacking....
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At the end of the day it's your money and you are the one responsible for it's performance. Are you investing in stocks or mutual funds? \n\nThe wisdom of averaging into stocks is debatable. If you want to dollar cost average into mutual funds a decent strategy would be to buy a fund comparable to the Russell 2000, Nasdaq or S&P500 when it is well below it's 200 day moving average. Maybe try buying in fifths. It has been a while since this last happened, you never know what the future will bring.\n\nThere are no guarantees in investing.\n\nFollow Up: Learn what a 200 day moving average is. Leave your money in a Money Market Fund until what you want to buy is well below it's 200 day moving average. \n\nThis only happens once and a while, five times would probably be better than ten times, depends on how many years you're going to hold it for, and in the end it's your decision.\n\nDon't do it on a set schedule. Buy when the market is down.\n\n"Buy when there is blood in the streets."
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You don't even have to move to each cell.  Try this.\nIts unclear what you mean by grab the data but I'll put the values into an array.\n\nsub FindOpenCell()\ndim VarArray(10000)\nrowcounter = 1\ndo until cells(rowcounter,1) = "" \nVarArray(rowcounter) = cells(rowcounter,1)\nrowcounter = rowcounter + 1\nloop\ncells(rowcounter, 1).activate\n\nEnd Sub
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Intraday is a bit tougher to find without having to pay for it, especially for long periods of time.  \n\nTradestation claims to have 10-20 yrs of intraday info, so you might start there.  \n\neSignal also has excellent data.\n\nThat said, many strategies that can be tested out on opening/closing prices or on intraday data can also be tested on daily data as well.  \n\nSo if you're looking for historical daily data, it's simple!\n\nGo to Yahoo finance (http://finance.yahoo.com) \n\nType in your symbol of the stock you’re looking for\n\nThen on the left, click on historical quotes.  \n\nNow, you can then type in the date range you want and choose daily/weekly/etc and download the data to excel or wherever.\n\n\nOr if you prefer, you can go to this link instead.  Just replace GOOG with the stock symbol that you’re looking for. \n\nhttp://finance.yahoo.com/q/hp?s=GOOG\n\n\nHave fun!\n\n\n*The adjusted price is the stock price adjusted for splits.  So if a stock was at 100, and split 2 for 1 to 50, the adjusted price would show you the price as if the stock had always been at 50 so you can determine the real change in value of that stock over time.
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to find "your portfolio" you'll have to make it up, Listing all your financial investments as well as your assets and debts.\n\nFor the end of the week stock quotes look in the paper or look them up individually in the computer
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In a weighted moving average (WMA) the most recent periods have the most influence.\n\nIf x[1] is the data for the most recent period, x[2] for the previous period, ... , x[n] for the oldest period then\n\nWMA = \n\n( n x[1] + (n-1) x[2] + ... + 2 x[n-1] + x[n] )\n- - - - - - - - - - - - - - - - - - - - - - - - - - - - -\n               n + (n-1) + ... + 2 + 1\n\nI assume that 16 is the data for the (oldest) first month, 26 for the second month, and 21 for the third (most recent) month.\n\nWMA = ( 3 × 21 + 2 × 26 + 1 × 16 ) / ( 3 + 2 + 1 )\n= ( 63 + 52 + 16 ) / 6 =  131 / 6 = 21.83
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Chart:\n\nhttp://finance.yahoo.com/q/bc?s=%5EIXIC&t=my\n\nData:\nhttp://finance.yahoo.com/q/hp?s=%5EIXIC&a=00&b=1&c=1999&d=02&e=9&f=2006&g=d