Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of UPST | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search UPST
Shrewd'm.com Merry shrewd investors
Best Of UPST | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search UPST


Stocks A to Z / Stocks U / Upstart Holdings (UPST)
Unthreaded | Threaded | Whole Thread (9) |
Post New
Author: unquarked   😊 😞
Number: of 15059 
Subject: Historical stock data
Date: 11/14/2024 5:38 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
I'm looking for an optimal source of historical stock data. I'd been using the free RCH Stock Market Functions interface to Yahoo Finance, but that has broken down under the challenges posed by Yahoo!, purportedly since its acquisition by Verizon. And, of course, the generous and brilliant Randy Harmelink is no longer among us.

I believe Jim suggested a relatively inexpensive provider awhile back — Pinnacle perhaps. I just came across what appears to be a comprehensive data source called Wisesheets that includes nice display facilities for both Excel and Google Sheets, and only costs $60/year. Here's a link:
https://blog.wisesheets.io/the-best-ways-to-get-hi...

If anyone here has experience with Wisesheets or other alternatives, I'd very much appreciate your sharing of your impressions.

Many thanks to all for your valuable sharing.

Tom
Print the post


Author: rayvt 🐝  😊 😞
Number: of 15059 
Subject: Re: Historical stock data
Date: 11/14/2024 8:10 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 8
You can still get it from Yahoo with a modicum of work.

Pull up the historical date for the period you are interested in and do a huge cut on the data and then paste in into a spreadsheet.


Also, for most stocks you can save the html (ctrl-s, save as type "webpage, HTML only"). Then either parse the page yourself or feed it into html2text.exe
Like this:
d:\html2text.exe "Broadcom Inc. (AVGO) Stock Historical Prices & Data - Yahoo Finance.html"

It will spit it out like this:
Historical Prices
Frequency:
Weekly
Apply
Currency in USDDownload
Date Open High Low Close* Adj Close** Volume
Nov 11, 2024 183.40 183.63 172.60 173.58 173.58 50,371,200
Nov 04, 2024 169.28 185.05 168.42 183.64 183.64 83,837,700
Oct 28, 2024 173.00 180.23 167.38 168.92 168.92 98,743,200
Oct 21, 2024 179.38 181.72 169.50 173.00 173.00 85,734,300
Oct 14, 2024 183.30 185.51 173.37 179.89 179.89 103,206,000
Oct 07, 2024 174.82 186.42 173.86 181.48 181.48 101,254,600
Sep 30, 2024 171.87 176.90 165.80 176.64 176.64 85,983,900
Sep 23, 2024 172.00 180.25 168.35 172.69 172.69 125,189,200
Sep 19, 2024 0.53 Dividend
Sep 16, 2024 165.19 172.02 160.41 171.10 170.54 196,740,400
Sep 09, 2024 139.11 168.08 134.90 167.69 167.14 188,716,900
Sep 02, 2024 160.38 160.74 136.60 137.00 136.55 165,686,300
Aug 26, 2024 164.96 165.70 155.41 162.82 162.29 101,945,700
Aug 19, 2024 164.86 172.42 160.42 166.36 165.81 104,849,400
Aug 12, 2024 148.08 166.67 146.37 165.72 165.18 107,258,200
Aug 05, 2024 129.61 150.10 128.50 148.26 147.77 141,832,300
Jul 29, 2024 152.02 161.33 139.60 143.82 143.35 167,621,400
Jul 22, 2024 160.23 165.33 145.52 151.63 151.13 139,258,100
Jul 15, 2024 10:1 Stock Split
Jul 15, 2024 170.00 173.51 153.90 157.35 156.83 152,870,500
Jul 08, 2024 170.50 177.10 166.85 170.07 169.51 196,753,000
Jul 01, 2024 160.82 176.55 159.35 170.33 169.77 165,356,000
Jun 24, 2024 0.525 Dividend
Jun 24, 2024 164.21 166.10 156.40 160.55 159.52 262,890,000
Jun 17, 2024 180.00 185.16 165.14 165.86 164.80 342,481,000
Jun 10, 2024 140.98 174.72 140.91 173.50 172.39 281,389,000
Jun 03, 2024 135.27 142.50 130.25 140.66 139.76 120,304,000
May 27, 2024 141.00 141.72 130.73 132.85 132.00 144,599,000
May 20, 2024 139.60 142.90 137.80 140.78 139.88 111,274,000
May 13, 2024 134.80 144.54 132.58 139.53 138.63 117,253,000
*Close price adjusted for splits.**Adjusted close price adjusted for
splits and dividend and/or capital gain distributions.
Advertisement

Pretty easy to parse.


I looked at Wisesheets. It did not say its data source or how far back the historical price history goes.

When you download historical data, guard it carefully. Yahoo used to have SPY back to 1/1/1950 but now it's 1/28/1993. Data that is not on your computer can easily disappear.
Print the post


Author: Baltassar   😊 😞
Number: of 15059 
Subject: Re: Historical stock data
Date: 11/15/2024 1:00 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
Data that is not on your computer can easily disappear.

Good advice. I despise the cloud. I think it should be called "the Fog."

Yahoo still has historical data for ^SPX going back to 1927.

https://finance.yahoo.com/quote/%5ESPX/history/?pe...

SPY began trading in 1993, so Yahoo isn't shorting anybody on that.

Baltassar



Print the post


Author: mungofitch 🐝🐝🐝🐝 SILVER
SHREWD
  😊 😞

Number: of 116 
Subject: Re: Historical stock data
Date: 11/15/2024 5:12 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 13
Pinnacle doesn't offer stock prices. I find them a great source for other things - forex, stats on S&P dividends and earnings, interest rates, etc.

Trying the same post on the Mechanical Investing board would probably get you a good set of suggestions. Likely including how to continue to get data from Yahoo.

My advice would be to focus on the best available quality of handling of dividends and spinoffs, not the price of the subscription or simplicity of use.

Not what you asked for, but one non-source of data with dividend reinvestment is a chart at stockcharts.com.
By default all their graphs include reinvested dividends. You can see price-only charts by putting "_" before a ticker. I use the "ratio of two securities" feature a lot, e.g., to check to see if Berkshire is sliding behind or pulling ahead of the S&P, you'd do a chart of BRK/B:SPY (almost exactly a tie in the last 2.5 years)
I suppose you could then run their graph through webplotdigitizer!

Jim
Print the post


Author: rayvt 🐝  😊 😞
Number: of 116 
Subject: Re: Historical stock data
Date: 11/15/2024 11:06 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
. I despise the cloud. I think it should be called "the Fog."

The one I like is "The Cloud just means someone else's computer, somewhere."


Yahoo still has historical data for ^SPX going back to 1927.

https://finance.yahoo.com/quote/%5ESPX/history/?pe...

SPY began trading in 1993, so Yahoo isn't shorting anybody on that.


Dang, you are right. I confused SPX with SPY. Thanks.
I forgot that in my spreadsheet I used price-only SPX along with dividend yield* to compute total return.

Hmmmm, ^SPX is the same as ^GSPC.
It used to be just plain "SPX", but they changed it to ^GSPC a few years ago. I had to kludge all my existing scripts to convert SPX to ^GSPC. Never could understand why they called it GSPC.


================================
* from http://www.multpl.com/s-p-500-dividend-yield/table...
Hmmm, I see they also have S&P 500 Historical Prices
Print the post


Author: FlyingCircus   😊 😞
Number: of 116 
Subject: Re: Historical stock data
Date: 11/16/2024 12:45 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 19
A Google Sheet using the =GOOGLEFINANCE(...) function will instantly bring back a lot of data, tabularized, no cutting & pasting or paying extra for services.

There are two patterns - one for stocks & ETFs, the other for mutual funds.
Caveat, the prices/sources are very similar to if not identical to Yahoo Finance. They are not dividend adjusted.

Here's a command for example to bring back 1 year's worth of daily OHLC & Volume for, in this case, IJR:
=sort(googlefinance("IJR","all",today()-365,today(),"DAILY"),1,0)

Several standard individual attributes are available.
https://support.google.com/docs/answer/3093281?hl=...

Then go wild with your own calculations, formula based indicators, specific moving averages, etc.

Outstanding response time, very occasionally down. Happy to share examples if interested.

FC
Print the post


Author: unquarked   😊 😞
Number: of 116 
Subject: Re: Historical stock data
Date: 11/17/2024 10:21 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
A Google Sheet using the =GOOGLEFINANCE(...) function will instantly bring back a lot of data, tabularized, no cutting & pasting or paying extra for services.


Thanks FC. I have a lot of work invested in Excel, and am wondering whether Google Sheets are accessible from Excel.

Tom
Print the post


Author: FlyingCircus   😊 😞
Number: of 116 
Subject: Re: Historical stock data
Date: 11/18/2024 12:07 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
I have a lot of work invested in Excel, and am wondering whether Google Sheets are accessible from Excel.

Don't know, I haven't checked that out, interesting idea. What can be done is to upload Excel to Sheets. Most of the formulas and formats will automatically convert. The very advanced features of Excel (Addins, a minority of the high end formulas, things like that) will not automatically convert, nor will (I believe) pivot tables and charts. Those need rebuilding in Sheets.

Once in Sheets you have multiple sheets per workbook, you can reference ranges in other Sheets, webpage table & list content (if the site haven't occluded it with Javascript), import files directly, etc.

FC
Print the post


Author: AdrianC 🐝  😊 😞
Number: of 116 
Subject: Re: Historical stock data
Date: 11/18/2024 11:22 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
I have a lot of work invested in Excel, and am wondering whether Google Sheets are accessible from Excel.

You can easily paste between them. I keep a list of tickers in Google and paste the prices into my Excel sheet when I want an update.

I used to use an Excel add-in, but it didn't always provide updated prices. I decided I really didn't need real time updates. Once a week is fine.
Print the post


Post New
Unthreaded | Threaded | Whole Thread (9) |


Announcements
Upstart Holdings FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of UPST | Best Of | Favourites & Replies | All Boards | Followed Shrewds