Differences

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--- stocks [2025/04/06 18:05] – [2025 3 21] donald
+++ stocks [2026/06/14 21:32] (current) – [2026 2 27] donald
@@ Line 3: / Line 3: @@
+[[Excel|Excel]]
+===== 2026 6 15 =====
+  * Fidelity balance is minus the LOC
+  * The download is correct.
+===== 2026 2 27 =====
+  * To add a new stock, update funds.csv, prices.xlsx, alpha, yahoo, and change line 113 in resetPrices.py
+  * be sure the cash line includes all new purchases
+  * be sure the total at the far right includes all current values
+===== 2025 10 17 =====
+  * To trade in Schwab, buy the stock then sell the $ amount in SNVXX.
+  * John is in SLV.
+===== 2025 5 12 =====
+  * VanEck Gold Miners ETF (GDX)
+  * MAGA ETF
+===== 2025 5 1 =====
+  * Installed Excel 2010 32 bit.
+  * Also downloaded but did not install Visual Basic 2010 Express.
+  * Not sure if it is needed.
+  * new version of resetPrices.py and uptdatePrice.py to write to prices.xlsx.
+  * Excel 2010 will convert .xls to .xlsx but blows away the .xls file.
+  * copied all .xls file to Copied sub directory.
+  * opened each file.
+  * replaced indirect.ext] with indirect].
+  * replaced .xls] with .xlsx].
+  * then converted to .xlsx.
+  * some cells in val.xls were missing Van4 in summations.
+  * recorded a macro in consolidatedDaily.xlsm (.xls with macro) to open all referenced files with ctrl-o
+  * seem to work ok, but need more comparison with older .xls files.
+  * new version of resetPrices.py and uptdatePrice.py to write to prices.xlsx.
+  * capitalization important when referencing sheet names.
+===== 2025 4 26 =====
+  * Excel 1997 will **not** install on current Win 10
+  * Excel 2003 (not sure where that came from) craps out at 95% loading ConsalidatedDaily
+  * Must got to 2010!
 ===== 2025 3 21 =====
@@ Line 11: / Line 60: @@
   * no more stock history at yahoo
+  * Highs and lows at https://www.barchart.com
   * use marketwatch - https://www.marketwatch.com/investing/fund/VIG/download-data
   * to add a new stock, add it to
      * funds.csv
-     * prices.xls which must exist. it does not get created by excel9.py
+     * prices.xls which must exist. it does not get created by updatePrices.py
-     * yahoo where the order is not important. excel9 figures it out
+     * yahoo where the order is not important. updatePricesfigures it out
      * create new worksheet with proper name in the ARM model
      * update consolidatedDaily