Exporting Stock Financial Data into Excel

I would like to pull 3 attributes (Open, Close, Volume) for a variety of stock symbols. I would like to pull the stock data within a specific range and export it to an excel spreadsheet. I would also like to append the next stock ticker and its attributes to the bottom of the former.

So far I have the following code:

filename = "Data.xls"; data = FinancialData[    "GE", {"Open", "Close"}, {{2000, 1, 1}, {2021, 1, 1}}]; V = data // Normal; Export[filename, V]; 

Several problems are easy to see: Data for Open and Close are saving in separate tabs (I do not know why), adding additional ticker symbols forces all ticker data for a symbol into the same row in the same tab (again I do not know why), I am getting a string e.g.

Quantity[50.29999923706055, "USDollars"]

when all I want is the numerical piece. Finally, I am not getting the headers for each attribute as I am looking for.

I would really appreciate some assistance here. I have looked at other solutions as Creating a Stock Dataset but it doesn’t quite give me what I am looking for and my attempts to change it to meet my needs have failed.

What security concerns are there regarding website users inputting personal financial data without putting in personally identifying data?

I am a web developer, but I have only a rudimentary grasp of security, e.g., be careful to sanitize inputs, store as little user data as possible, encrypt passwords, keep up with security issues of libraries and packages, etc.

Today, I was approached by a client who does financial planning about replacing a spreadsheet he gives clients with a web-based form. The spreadsheet asks users to input certain financial data – e.g., current value of various investment accounts, business interests, etc. These numbers are put into a formula and a value is generated which is supposed to help the user decide whether the consulting could be useful to them.

The phone call was very short, and my questions focused on more mundane matters about user experience, desired UI elements, etc. No commitments have been made, and I’m analyzing the project to see if it’s something I can do. I began to think about potential security issues, and I realized I really don’t know where to start. So far it seems that client wants the form to be accessed via a magic link, and that the user would not enter any personally identifying information. I do not know yet whether my potential client wants to store the value generated, a simple dollar amount which is the ‘benefit’ the user could get by using the service. The impression I got is that my potential client simply wants to use this value as a motivator for clients to inquire further about his services.

My question is this: In this scenario, what security-related matters should I consider?

Thank you.

I just realized my tax filer does not encrypt my password. Can I anything do for the financial data (eg SSN) that I gave?

Last year due to a complicated tax scenario (for my skills), I used an online tax website recommended by a friend to do my taxes. They were efficient in their job and I wanted to use their services again this year to save time. I had forgotten my password so tried to reset it. Turns out, they stored my password in plain text. Apparently that was to enable their staff to update any information that I provided in case it was incorrect.

I am worried about the financial data that I have already provided to them. I think as a user I have to consider it compromised. But I am a bit optimist so wondering if I can do anything to protect my data.

They don’t seem to be GDPR compliant so I don’t think they will simply delete my data but I definitely am going to request for it.

How to decide for a database structure for a financial accounting app (keeping in mind scaling)?

We are building a financial accounting application for users to manage single and multiple companies under them. The user can be an accountant with n number of companies under it or a single company itself. We are trying to understand how the database for such an application needs to be designed.

Functionality:

  1. The ability of an accountant to see all open invoices across all the companies he is handling.

  2. The ability to archive datasets of companies when they leave us.

  3. The ability to fetch data from multiple companies under one accountant to generate reports.

Database structure:

There are three possible database structures but we need to know which one best suits us:

  1. Have a parent database that holds all accounts and company information. Every company getis its own database to handle and store all transactions.

  2. have a single DB to hold all users and company profile data and every individual company gets its own set of tables to store transactions.

  3. Have a single DB that holds all the transaction data of all companies in a single table called transactions.

We are trying to understand which DB architecture suits us the best. I have MySQL/MariaDB in mind(solely because data is all relational) but if you think other databases would be better, i would definitely like to know more about it.

Industry secure file format like .OFX Open Financial Exchange File [closed]

The .OFX Open Financial Exchange File is a file format created for financial data exchanges between financial institutions.

I was wondering if in the IT security realm, such a file format exists.

My goal would be to use and customize it so that my backend API entry points (that is another story, don’t worry about that)

Financial Blog For Sale

Why are you selling this site?
I'm quite busy with other projects and haven't had the time to dedicate to the blog.

How is it monetized?
Affiliate programs and Adsense

Does this site come with any social media accounts?
No

How much time does this site take to run?
Few hours a week

What challenges are there with running this site?
The strategy for the site is to build a mailing list and then send promotions to your mailing list.

How to filter by stock exchange in Financial EntityClass?

I have seen example of filtering the EntityClass. For example, to get the companies with the largest p/e ratios:

EntityClass["Financial", "PriceEarningsRatio" -> TakeLargest[10]] // EntityList 

But now I wish to match a field exactly, rather than taking those with the largest elements. How can I get all companies that match the exchange field exactly? I tried this:

(* Find all Financial Entities with "XTKS" (Tokyo Stock Exchange) as its    "Exchange" value. *) EntityClass["Financial", "Exchange" -> SameQ["XTKS"]] // EntityList 

But I get:

Missing[QueryValueIncompatibleWithProperty, {Financial, Exchange, True}] 

I suspect that it’s something to do with the use of SameQ.

How do I filter by stock exchange when using a financial EntityClass?

(Note: I know there are other ways of obtaining the list of companies listed on an exchange, but I just want to know how to filter by exact string in a financial EntityClass)

[ Financial Aid ] Open Question : If you do not accept college loans can your parents pay instead?

I am going to be a freshman in college this year. My cost of going to school is 8,300 dollars. My school offered me three different loans at various amounts. my parents only want me to take the 3,500 loan but not take out the other two loans. They instead want to pay out of pocket for the remainder of the cost.Can they do this?

Decade old website in financial category

This website is in the financial category and has been online for over a decade. I have attached an Adsense screenshot showing revenue since 2008 and an Analytics screenshot since 2015 (earliest I have). The RPM for this site very high at $ 31.49. It has earned $ 1,147.68 since it went online.

Why are you selling this site?
No longer wish to update or maintain.

How is it monetized?
Adsense

Does this site come with any social media accounts?
No

How much time does…

Decade old website in financial category