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April 17, 2024

Creating an app to use with Charles Schwab is currently a multi step process that takes multiple days. The steps below are for Individual Traders Step 1: Trader API Individual Click on API Products and select Trader API – Individual Request Access and then wait a few days. Once you are approved, then you can create the app Step 2: Creating The App Click Dashboard and then Create...

January 4, 2024

I have trading bots that are running on Alpaca. I wanted to send myself periodic updates on the performance of the portion. While there are methods one could email via python, I decided Google Apps Script was best for my needs. Google Apps Script Code Email Result

December 8, 2023

This is part of a series of posts/projects. All posts in the series are Video link of notebook: YouTube Link to notebook: GitHub Log Returns Charts Daily Log Returns Relative To Prior Day Log Returns Relative to First Day (Cumulative Returns) Correlation Matrix Monthly Returns Heatmap Relative Returns

December 7, 2023

This is part of a series of posts/projects. All posts in the series are Video link of notebook: YouTube Link to notebook: GitHub Financial Modelling Prep (FMP) has a great API that I use for my analysis. You can obtain an API key here. Get Income Statement For Apple Please note: the get_fmp_data defaults to income statement, but can pull the following In addition, it takes annual/quarterly as...

November 25, 2023

In one of my first posts, I showed how to pull the options chain using TD Ameritrade. This version will also get the options chain, but this time from Yahoo Finance. This is more of a webscraping solution. A copy of the notebook can be found on my GitHub and the bulk of the code will be shown below. The code below gets the tickers of the S&P...

November 16, 2023

The code below does the following A copy of the jupyter notebook can be found here The code below is the libraries used, the function to get stock data, and the ticker_list Below are the summarizing and plotting functions And the code to run this all Resulting summary will look like this

September 14, 2023

This tool allows Excel to be the main interface for trading through the Alpaca broker Below are two demo videos of the tool This tool allows the following to be done via Excel Some aspects of the tool that can be customized are Known Limitations Please note: this has only been tested on windows based machines Link to tool for purchase

July 31, 2023

This tool is comprised of a few parts. All of the code used in these posts can be purchased in a single spreadsheet if you’d like link to SMA Screener in store We are going add the Simple Moving Average calculation and indicator. Here is a link for the Simple Moving Average https://www.investopedia.com/terms/s/sma.asp. The below code has 2 functions: SMA and pullOHCL_Signals Output