https://www.gnu.org/licenses/gpl-3.0.htmlhttps://www.gnu.org/licenses/gpl-3.0.html
This dataset consists of five CSV files that provide detailed data on a stock portfolio and related market performance over the last 5 years. It includes portfolio positions, stock prices, and major U.S. market indices (NASDAQ, S&P 500, and Dow Jones). The data is essential for conducting portfolio analysis, financial modeling, and performance tracking.
This file contains the portfolio composition with details about individual stock positions, including the quantity of shares, sector, and their respective weights in the portfolio. The data also includes the stock's closing price.
Ticker
: The stock symbol (e.g., AAPL, TSLA) Quantity
: The number of shares in the portfolio Sector
: The sector the stock belongs to (e.g., Technology, Healthcare) Close
: The closing price of the stock Weight
: The weight of the stock in the portfolio (as a percentage of total portfolio)This file contains historical pricing data for the stocks in the portfolio. It includes daily open, high, low, close prices, adjusted close prices, returns, and volume of traded stocks.
Date
: The date of the data point Ticker
: The stock symbol Open
: The opening price of the stock on that day High
: The highest price reached on that day Low
: The lowest price reached on that day Close
: The closing price of the stock Adjusted
: The adjusted closing price after stock splits and dividends Returns
: Daily percentage return based on close prices Volume
: The volume of shares traded that dayThis file contains historical pricing data for the NASDAQ Composite index, providing similar data as in the Portfolio Prices file, but for the NASDAQ market index.
Date
: The date of the data point Ticker
: The stock symbol (for NASDAQ index, this will be "IXIC") Open
: The opening price of the index High
: The highest value reached on that day Low
: The lowest value reached on that day Close
: The closing value of the index Adjusted
: The adjusted closing value after any corporate actions Returns
: Daily percentage return based on close values Volume
: The volume of shares tradedThis file contains similar historical pricing data, but for the S&P 500 index, providing insights into the performance of the top 500 U.S. companies.
Date
: The date of the data point Ticker
: The stock symbol (for S&P 500 index, this will be "SPX") Open
: The opening price of the index High
: The highest value reached on that day Low
: The lowest value reached on that day Close
: The closing value of the index Adjusted
: The adjusted closing value after any corporate actions Returns
: Daily percentage return based on close values Volume
: The volume of shares tradedThis file contains similar historical pricing data for the Dow Jones Industrial Average, providing insights into one of the most widely followed stock market indices in the world.
Date
: The date of the data point Ticker
: The stock symbol (for Dow Jones index, this will be "DJI") Open
: The opening price of the index High
: The highest value reached on that day Low
: The lowest value reached on that day Close
: The closing value of the index Adjusted
: The adjusted closing value after any corporate actions Returns
: Daily percentage return based on close values Volume
: The volume of shares tradedThis data is received using a custom framework that fetches real-time and historical stock data from Yahoo Finance. It provides the portfolio’s data based on user-specific stock holdings and performance, allowing for personalized analysis. The personal framework ensures the portfolio data is automatically retrieved and updated with the latest stock prices, returns, and performance metrics.
This part of the dataset would typically involve data specific to a particular user’s stock positions, weights, and performance, which can be integrated with the other files for portfolio performance analysis.
Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
License information was derived automatically
Russia's main stock market index, the MOEX, rose to 2847 points on June 30, 2025, gaining 1.47% from the previous session. Over the past month, the index has climbed 0.63%, though it remains 10.62% lower than a year ago, according to trading on a contract for difference (CFD) that tracks this benchmark index from Russia. Russia Stock Market Index MOEX CFD - values, historical data, forecasts and news - updated on July of 2025.
Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
License information was derived automatically
China's main stock market index, the SHANGHAI, rose to 3448 points on July 1, 2025, gaining 0.11% from the previous session. Over the past month, the index has climbed 2.57% and is up 15.06% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks this benchmark index from China. China Shanghai Composite Stock Market Index - values, historical data, forecasts and news - updated on July of 2025.
Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
License information was derived automatically
Prices for United States Stock Market Index (US30) including live quotes, historical charts and news. United States Stock Market Index (US30) was last updated by Trading Economics this July 1 of 2025.
Almost one-third of the total assets managed by Vanguard's total stock market index fund traded under the ticket symbol VTI was allocated to technology stocks. Consumer discretionary stocks accounted for the second largest portion of assets. The asset allocation of the total stock market index fund was comparable to that of the asset allocation of the S&P 500 index. The S&P 500 is often quoted as a barometer of U.S. market performance. However, as the S&P 500 tracks 500 of the largest U.S. companies, it is not inclusive of the performance of small and mid-cap companies. Investors can buy into the total stock market index fund (VTI), for wider market exposure.
Techsalerator offers an extensive dataset of End-of-Day Pricing Data for all 30 companies listed on the Damascus Securities Exchange (XDSE) in Syria. This dataset includes the closing prices of equities (stocks), bonds, and indices at the end of each trading session. End-of-day prices are vital pieces of market data that are widely used by investors, traders, and financial institutions to monitor the performance and value of these assets over time.
Top 5 used data fields in the End-of-Day Pricing Dataset for Syria:
Equity Closing Price :The closing price of individual company stocks at the end of the trading day.This field provides insights into the final price at which market participants were willing to buy or sell shares of a specific company.
Bond Closing Price: The closing price of various fixed-income securities, including government bonds, corporate bonds, and municipal bonds. Bond investors use this field to assess the current market value of their bond holdings.
Index Closing Price: The closing value of market indices, such as the Botswana stock market index, at the end of the trading day. These indices track the overall market performance and direction.
Equity Ticker Symbol: The unique symbol used to identify individual company stocks. Ticker symbols facilitate efficient trading and data retrieval.
Date of Closing Price: The specific trading day for which the closing price is provided. This date is essential for historical analysis and trend monitoring.
Top 5 financial instruments with End-of-Day Pricing Data in Syria:
Damascus Securities Exchange (DSE): The primary stock exchange in Syria, tracking the performance of domestic companies listed on the exchange. It provides insights into the Syrian equity market.
Syrian Pound (SYP): The official currency of Syria, used for transactions and trade within the country. The Syrian Pound has faced significant challenges due to the ongoing conflict and economic instability in the country.
Central Bank of Syria (CBS): The central bank responsible for monetary policy, currency issuance, and regulation of the financial sector in Syria. It plays a crucial role in managing the country's economic challenges.
Syrian Petroleum Company (SPC): A state-owned company responsible for the exploration, production, and export of oil and natural gas. Energy resources are important for Syria's economy, and SPC is a key player in the sector.
Commercial Bank of Syria: One of the major state-owned banks in Syria, providing various financial services to individuals and businesses. Despite challenges, the banking sector remains a vital part of the Syrian economy.
If you're interested in accessing Techsalerator's End-of-Day Pricing Data for Syria, please contact info@techsalerator.com with your specific requirements. Techsalerator will provide you with a customized quote based on the number of data fields and records you need. The dataset can be delivered within 24 hours, and ongoing access options can be discussed if needed.
Data fields included:
Equity Ticker Symbol Equity Closing Price Bond Ticker Symbol Bond Closing Price Index Ticker Symbol Index Closing Price Date of Closing Price Equity Name Equity Volume Equity High Price Equity Low Price Equity Open Price Bond Name Bond Coupon Rate Bond Maturity Index Name Index Change Index Percent Change Exchange Currency Total Market Capitalization Dividend Yield Price-to-Earnings Ratio (P/E)
Q&A:
The cost of this dataset may vary depending on factors such as the number of data fields, the frequency of updates, and the total records count. For precise pricing details, it is recommended to directly consult with a Techsalerator Data specialist.
Techsalerator provides comprehensive coverage of End-of-Day Pricing Data for various financial instruments, including equities, bonds, and indices. Thedataset encompasses major companies and securities traded on Syria exchanges.
Techsalerator collects End-of-Day Pricing Data from reliable sources, including stock exchanges, financial news outlets, and other market data providers. Data is carefully curated to ensure accuracy and reliability.
Techsalerator offers the flexibility to select specific financial instruments, such as equities, bonds, or indices, depending on your needs. While the dataset focuses on Botswana, Techsalerator also provides data for other countries and international markets.
Techsalerator accepts various payment methods, including credit cards, direct transfers, ACH, and wi...
Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
License information was derived automatically
Prices for United States Stock Market Index (US500) including live quotes, historical charts and news. United States Stock Market Index (US500) was last updated by Trading Economics this June 9 of 2025.
Techsalerator offers an extensive dataset of End-of-Day Pricing Data for all 345 companies listed on the Hanoi Stock Exchange (HSTC) in Vietnam. This dataset includes the closing prices of equities (stocks), bonds, and indices at the end of each trading session. End-of-day prices are vital pieces of market data that are widely used by investors, traders, and financial institutions to monitor the performance and value of these assets over time.
Top 5 used data fields in the End-of-Day Pricing Dataset for Vietnam:
Equity Closing Price :The closing price of individual company stocks at the end of the trading day.This field provides insights into the final price at which market participants were willing to buy or sell shares of a specific company.
Bond Closing Price: The closing price of various fixed-income securities, including government bonds, corporate bonds, and municipal bonds. Bond investors use this field to assess the current market value of their bond holdings.
Index Closing Price: The closing value of market indices, such as the Botswana stock market index, at the end of the trading day. These indices track the overall market performance and direction.
Equity Ticker Symbol: The unique symbol used to identify individual company stocks. Ticker symbols facilitate efficient trading and data retrieval.
Date of Closing Price: The specific trading day for which the closing price is provided. This date is essential for historical analysis and trend monitoring.
Top 5 financial instruments with End-of-Day Pricing Data in Vietnam:
VN-Index (VNINDEX): The VN-Index is the main stock market index of the Ho Chi Minh City Stock Exchange (HOSE) in Vietnam. It tracks the performance of all companies listed on HOSE and is a key indicator of the Vietnamese stock market's overall trends.
Hanoi Stock Exchange Index (HNX-Index): The HNX-Index is the main stock market index of the Hanoi Stock Exchange (HNX) in Vietnam. It measures the performance of companies listed on the HNX and provides insights into the northern Vietnamese stock market.
Company A: A significant Vietnamese company operating in a major sector such as banking, real estate, or telecommunications. The stock of this company contributes to the diversity of the market and reflects trends in the respective sector.
Company B: A prominent Vietnamese company in the manufacturing or industrial sector. The stock of this company reflects the performance of the manufacturing industry in Vietnam.
Vietnam National Petroleum Group (PLX): Also known as Petrolimex, PLX is a leading Vietnamese state-owned petroleum company engaged in the distribution and trading of petroleum products. The stock of PLX is influential in the energy sector.
If you're interested in accessing Techsalerator's End-of-Day Pricing Data for Vietnam, please contact info@techsalerator.com with your specific requirements. Techsalerator will provide you with a customized quote based on the number of data fields and records you need. The dataset can be delivered within 24 hours, and ongoing access options can be discussed if needed.
Data fields included:
Equity Ticker Symbol Equity Closing Price Bond Ticker Symbol Bond Closing Price Index Ticker Symbol Index Closing Price Date of Closing Price Equity Name Equity Volume Equity High Price Equity Low Price Equity Open Price Bond Name Bond Coupon Rate Bond Maturity Index Name Index Change Index Percent Change Exchange Currency Total Market Capitalization Dividend Yield Price-to-Earnings Ratio (P/E)
Q&A:
The cost of this dataset may vary depending on factors such as the number of data fields, the frequency of updates, and the total records count. For precise pricing details, it is recommended to directly consult with a Techsalerator Data specialist.
Techsalerator provides comprehensive coverage of End-of-Day Pricing Data for various financial instruments, including equities, bonds, and indices. Thedataset encompasses major companies and securities traded on Vietnam exchanges.
Techsalerator collects End-of-Day Pricing Data from reliable sources, including stock exchanges, financial news outlets, and other market data providers. Data is carefully curated to ensure accuracy and reliability.
Techsalerator offers the flexibility to select specific financial instruments, such as equities, bonds, or indices, depending on your needs. While the dataset focuses on Botswana, Techsalerator also provides data for other countries and international markets.
Techsalerat...
These data were purchased from DeltaNeutral.com in January 2008 for use by Cornell faculty, staff, and students for academic research use only. They consist of concatenated annual files covering each trading day from January 1990 to December 2007. These data represent the end-of-day prices for the S&P 500 Index (ticker symbol SPX). They contain index options for the S&P 500 Index, not option prices for each company that comprise SPX.
Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
License information was derived automatically
Analysis of ‘Time Series Forecasting with Yahoo Stock Price ’ provided by Analyst-2 (analyst-2.ai), based on source dataset retrieved from https://www.kaggle.com/arashnic/time-series-forecasting-with-yahoo-stock-price on 28 January 2022.
--- Dataset description provided by original source is as follows ---
Stocks and financial instrument trading is a lucrative proposition. Stock markets across the world facilitate such trades and thus wealth exchanges hands. Stock prices move up and down all the time and having ability to predict its movement has immense potential to make one rich. Stock price prediction has kept people interested from a long time. There are hypothesis like the Efficient Market Hypothesis, which says that it is almost impossible to beat the market consistently and there are others which disagree with it.
There are a number of known approaches and new research going on to find the magic formula to make you rich. One of the traditional methods is the time series forecasting. Fundamental analysis is another method where numerous performance ratios are analyzed to assess a given stock. On the emerging front, there are neural networks, genetic algorithms, and ensembling techniques.
Another challenging problem in stock price prediction is Black Swan Event, unpredictable events that cause stock market turbulence. These are events that occur from time to time, are unpredictable and often come with little or no warning.
A black swan event is an event that is completely unexpected and cannot be predicted. Unexpected events are generally referred to as black swans when they have significant consequences, though an event with few consequences might also be a black swan event. It may or may not be possible to provide explanations for the occurrence after the fact – but not before. In complex systems, like economies, markets and weather systems, there are often several causes. After such an event, many of the explanations for its occurrence will be overly simplistic.
#
#
https://www.visualcapitalist.com/wp-content/uploads/2020/03/mm3_black_swan_events_shareable.jpg">
#
#
New bleeding age state-of-the-art deep learning models stock predictions is overcoming such obstacles e.g. "Transformer and Time Embeddings". An objectives are to apply these novel models to forecast stock price.
Stock price prediction is the task of forecasting the future value of a given stock. Given the historical daily close price for S&P 500 Index, prepare and compare forecasting solutions. S&P 500 or Standard and Poor's 500 index is an index comprising of 500 stocks from different sectors of US economy and is an indicator of US equities. Other such indices are the Dow 30, NIFTY 50, Nikkei 225, etc. For the purpose of understanding, we are utilizing S&P500 index, concepts, and knowledge can be applied to other stocks as well.
The historical stock price information is also publicly available. For our current use case, we will utilize the pandas_datareader library to get the required S&P 500 index history using Yahoo Finance databases. We utilize the closing price information from the dataset available though other information such as opening price, adjusted closing price, etc., are also available. We prepare a utility function get_raw_data() to extract required information in a pandas dataframe. The function takes index ticker name as input. For S&P 500 index, the ticker name is ^GSPC. The following snippet uses the utility function to get the required data.(See Simple LSTM Regression)
Features and Terminology: In stock trading, the high and low refer to the maximum and minimum prices in a given time period. Open and close are the prices at which a stock began and ended trading in the same period. Volume is the total amount of trading activity. Adjusted values factor in corporate actions such as dividends, stock splits, and new share issuance.
Mining and updating of this dateset will depend upon Yahoo Finance .
Sort of variation of sequence modeling and bleeding age e.g. attention can be applied for research and forecasting
--- Original source retains full ownership of the source dataset ---
Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
License information was derived automatically
Three-tier CSI Industry indices and respective symbols.
https://www.ibisworld.com/about/termsofuse/https://www.ibisworld.com/about/termsofuse/
This report analyses movements in the Chicago Board Options Exchange (CBOE) Volatility Index. Known by its ticker symbol VIX, the CBOE Volatility Index is a real-time market index that indicates the stock market's expectation of volatility and is derived from the price inputs of the S&P 500 Index options - the S&P 500 is a US stock market index based on the market capitalisation of 500 large companies having common stock listed on the New York Stock Exchange (NYSE), the Nasdaq Stock Market (NASDAQ), or the Cboe BZX Exchange. Effectively, the VIX measures the degree of variation in S&P 500 stocks' trading price observed over a period of time. The data is sourced from Yahoo Finance, which ultimately derives from the CBOE, in addition to estimates by IBISWorld. The figures represent the average daily unadjusted close value of the index over the UK financial year (i.e. April through March).
https://www.kappasignal.com/p/legal-disclaimer.htmlhttps://www.kappasignal.com/p/legal-disclaimer.html
This analysis presents a rigorous exploration of financial data, incorporating a diverse range of statistical features. By providing a robust foundation, it facilitates advanced research and innovative modeling techniques within the field of finance.
Historical daily stock prices (open, high, low, close, volume)
Fundamental data (e.g., market capitalization, price to earnings P/E ratio, dividend yield, earnings per share EPS, price to earnings growth, debt-to-equity ratio, price-to-book ratio, current ratio, free cash flow, projected earnings growth, return on equity, dividend payout ratio, price to sales ratio, credit rating)
Technical indicators (e.g., moving averages, RSI, MACD, average directional index, aroon oscillator, stochastic oscillator, on-balance volume, accumulation/distribution A/D line, parabolic SAR indicator, bollinger bands indicators, fibonacci, williams percent range, commodity channel index)
Feature engineering based on financial data and technical indicators
Sentiment analysis data from social media and news articles
Macroeconomic data (e.g., GDP, unemployment rate, interest rates, consumer spending, building permits, consumer confidence, inflation, producer price index, money supply, home sales, retail sales, bond yields)
Stock price prediction
Portfolio optimization
Algorithmic trading
Market sentiment analysis
Risk management
Researchers investigating the effectiveness of machine learning in stock market prediction
Analysts developing quantitative trading Buy/Sell strategies
Individuals interested in building their own stock market prediction models
Students learning about machine learning and financial applications
The dataset may include different levels of granularity (e.g., daily, hourly)
Data cleaning and preprocessing are essential before model training
Regular updates are recommended to maintain the accuracy and relevance of the data
The majority of assets held by the S&P 500 index fund were allocated to stocks in the I.T. sector. Finacial stocks followed in second place, holding roughly 13 percent of the total assets of the S&P 500. The stocks in the S&P 500 index traded under the ticker symbol VOO are chosen by the S&P committee with the goal of keeping fund turnover and costs low.
Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
License information was derived automatically
France's main stock market index, the FR40, rose to 7694 points on June 30, 2025, gaining 0.03% from the previous session. Over the past month, the index has declined 0.56%, though it remains 1.76% higher than a year ago, according to trading on a contract for difference (CFD) that tracks this benchmark index from France. France Stock Market Index (FR40) - values, historical data, forecasts and news - updated on June of 2025.
https://www.kappasignal.com/p/legal-disclaimer.htmlhttps://www.kappasignal.com/p/legal-disclaimer.html
This analysis presents a rigorous exploration of financial data, incorporating a diverse range of statistical features. By providing a robust foundation, it facilitates advanced research and innovative modeling techniques within the field of finance.
Historical daily stock prices (open, high, low, close, volume)
Fundamental data (e.g., market capitalization, price to earnings P/E ratio, dividend yield, earnings per share EPS, price to earnings growth, debt-to-equity ratio, price-to-book ratio, current ratio, free cash flow, projected earnings growth, return on equity, dividend payout ratio, price to sales ratio, credit rating)
Technical indicators (e.g., moving averages, RSI, MACD, average directional index, aroon oscillator, stochastic oscillator, on-balance volume, accumulation/distribution A/D line, parabolic SAR indicator, bollinger bands indicators, fibonacci, williams percent range, commodity channel index)
Feature engineering based on financial data and technical indicators
Sentiment analysis data from social media and news articles
Macroeconomic data (e.g., GDP, unemployment rate, interest rates, consumer spending, building permits, consumer confidence, inflation, producer price index, money supply, home sales, retail sales, bond yields)
Stock price prediction
Portfolio optimization
Algorithmic trading
Market sentiment analysis
Risk management
Researchers investigating the effectiveness of machine learning in stock market prediction
Analysts developing quantitative trading Buy/Sell strategies
Individuals interested in building their own stock market prediction models
Students learning about machine learning and financial applications
The dataset may include different levels of granularity (e.g., daily, hourly)
Data cleaning and preprocessing are essential before model training
Regular updates are recommended to maintain the accuracy and relevance of the data
Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
License information was derived automatically
Italy's main stock market index, the IT40, fell to 39710 points on June 30, 2025, losing 0.08% from the previous session. Over the past month, the index has declined 0.69%, though it remains 17.77% higher than a year ago, according to trading on a contract for difference (CFD) that tracks this benchmark index from Italy. Italy Stock Market Index (IT40) - values, historical data, forecasts and news - updated on June of 2025.
Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
License information was derived automatically
Euro Area's main stock market index, the EU50, fell to 5303 points on July 1, 2025, losing 0.04% from the previous session. Over the past month, the index has declined 0.98%, though it remains 8.09% higher than a year ago, according to trading on a contract for difference (CFD) that tracks this benchmark index from Euro Area. Euro Area Stock Market Index (EU50) - values, historical data, forecasts and news - updated on July of 2025.
Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
License information was derived automatically
Iran's main stock market index, the TEDPIX, fell to 2922000 points on June 28, 2025, losing 3.72% from the previous session. Over the past month, the index has declined 3.72%, though it remains 31.80% higher than a year ago, according to trading on a contract for difference (CFD) that tracks this benchmark index from Iran. Iran Tehran Stock Market Index - values, historical data, forecasts and news - updated on June of 2025.
NIFTY 500 is India’s first broad-based stock market index of the Indian stock market. It contains the top 500 listed companies on the NSE. The NIFTY 500 index represents about 96.1% of free-float market capitalization and 96.5% of the total turnover on the National Stock Exchange (NSE).
NIFTY 500 companies are disaggregated into 72 industry indices. Industry weights in the index reflect industry weights in the market. For example, if the banking sector has a 5% weight in the universe of stocks traded on the NSE, banking stocks in the index would also have an approximate representation of 5% in the index. NIFTY 500 can be used for a variety of purposes such as benchmarking fund portfolios, launching index funds, ETFs, and other structured products.
The dataset comprises various parameters and features for each of the NIFTY 500 Stocks, including Company Name, Symbol, Industry, Series, Open, High, Low, Previous Close, Last Traded Price, Change, Percentage Change, Share Volume, Value in Indian Rupee, 52 Week High, 52 Week Low, 365 Day Percentage Change, and 30 Day Percentage Change.
Company Name: Name of the Company.
Symbol: A stock symbol is a unique series of letters assigned to a security for trading purposes.
Industry: Name of the industry to which the stock belongs.
Series: EQ stands for Equity. In this series intraday trading is possible in addition to delivery and BE stands for Book Entry. Shares falling in the Trade-to-Trade or T-segment are traded in this series and no intraday is allowed. This means trades can only be settled by accepting or giving the delivery of shares.
Open: It is the price at which the financial security opens in the market when trading begins. It may or may not be different from the previous day's closing price. The security may open at a higher price than the closing price due to excess demand for the security.
High: It is the highest price at which a stock is traded during the course of the trading day and is typically higher than the closing or equal to the opening price.
Low: Today's low is a security's intraday low trading price. Today's low is the lowest price at which a stock trades over the course of a trading day.
Previous Close: The previous close almost always refers to the prior day's final price of a security when the market officially closes for the day. It can apply to a stock, bond, commodity, futures or option co-contract, market index, or any other security.
Last Traded Price: The last traded price (LTP) usually differs from the closing price of the day. This is because the closing price of the day on NSE is the weighted average price of the last 30 mins of trading. The last traded price of the day is the actual last traded price.
Change: For a stock or bond quote, change is the difference between the current price and the last trade of the previous day. For interest rates, change is benchmarked against a major market rate (e.g., LIBOR) and may only be updated as infrequently as once a quarter.
Percentage Change: Take the selling price and subtract the initial purchase price. The result is the gain or loss. Take the gain or loss from the investment and divide it by the original amount or purchase price of the investment. Finally, multiply the result by 100 to arrive at the percentage change in the investment.
Share Volume: Volume is an indicator that means the total number of shares that have been bought or sold in a specific period of time or during the trading day. It will also involve the buying and selling of every share during a specific time period.
Value (Indian Rupee): Market value—also known as market cap—is calculated by multiplying a company's outstanding shares by its current market price.
52-Week High: A 52-week high is the highest share price that a stock has traded at during a passing year. Many market aficionados view the 52-week high as an important factor in determining a stock's current value and predicting future price movement. 52-week High prices are adjusted for Bonus, Split & Rights Corporate actions.
52-Week Low: A 52-week low is the lowest ...
https://www.gnu.org/licenses/gpl-3.0.htmlhttps://www.gnu.org/licenses/gpl-3.0.html
This dataset consists of five CSV files that provide detailed data on a stock portfolio and related market performance over the last 5 years. It includes portfolio positions, stock prices, and major U.S. market indices (NASDAQ, S&P 500, and Dow Jones). The data is essential for conducting portfolio analysis, financial modeling, and performance tracking.
This file contains the portfolio composition with details about individual stock positions, including the quantity of shares, sector, and their respective weights in the portfolio. The data also includes the stock's closing price.
Ticker
: The stock symbol (e.g., AAPL, TSLA) Quantity
: The number of shares in the portfolio Sector
: The sector the stock belongs to (e.g., Technology, Healthcare) Close
: The closing price of the stock Weight
: The weight of the stock in the portfolio (as a percentage of total portfolio)This file contains historical pricing data for the stocks in the portfolio. It includes daily open, high, low, close prices, adjusted close prices, returns, and volume of traded stocks.
Date
: The date of the data point Ticker
: The stock symbol Open
: The opening price of the stock on that day High
: The highest price reached on that day Low
: The lowest price reached on that day Close
: The closing price of the stock Adjusted
: The adjusted closing price after stock splits and dividends Returns
: Daily percentage return based on close prices Volume
: The volume of shares traded that dayThis file contains historical pricing data for the NASDAQ Composite index, providing similar data as in the Portfolio Prices file, but for the NASDAQ market index.
Date
: The date of the data point Ticker
: The stock symbol (for NASDAQ index, this will be "IXIC") Open
: The opening price of the index High
: The highest value reached on that day Low
: The lowest value reached on that day Close
: The closing value of the index Adjusted
: The adjusted closing value after any corporate actions Returns
: Daily percentage return based on close values Volume
: The volume of shares tradedThis file contains similar historical pricing data, but for the S&P 500 index, providing insights into the performance of the top 500 U.S. companies.
Date
: The date of the data point Ticker
: The stock symbol (for S&P 500 index, this will be "SPX") Open
: The opening price of the index High
: The highest value reached on that day Low
: The lowest value reached on that day Close
: The closing value of the index Adjusted
: The adjusted closing value after any corporate actions Returns
: Daily percentage return based on close values Volume
: The volume of shares tradedThis file contains similar historical pricing data for the Dow Jones Industrial Average, providing insights into one of the most widely followed stock market indices in the world.
Date
: The date of the data point Ticker
: The stock symbol (for Dow Jones index, this will be "DJI") Open
: The opening price of the index High
: The highest value reached on that day Low
: The lowest value reached on that day Close
: The closing value of the index Adjusted
: The adjusted closing value after any corporate actions Returns
: Daily percentage return based on close values Volume
: The volume of shares tradedThis data is received using a custom framework that fetches real-time and historical stock data from Yahoo Finance. It provides the portfolio’s data based on user-specific stock holdings and performance, allowing for personalized analysis. The personal framework ensures the portfolio data is automatically retrieved and updated with the latest stock prices, returns, and performance metrics.
This part of the dataset would typically involve data specific to a particular user’s stock positions, weights, and performance, which can be integrated with the other files for portfolio performance analysis.