FILES

Cashflow_Projection.XLSX

Cash flow projections for retirement planning

Enter your birth year, inflation rate, CPF balances, expenses, number of kids, etc, and the Excel will project your balances until you reach 120 years old.

Check out the blog post for more information.

StockPriceScavenger.XLSM

Scavenge Stock Prices from Yahoo Finance using a Macro (Deprecated)

Enter the Start and End dates, and the Stock Tickers (as per Yahoo Finance) that you're interested in. Press 'Update', and it'll get the daily closing prices.

Check out the blog post for more information

Download and unzip the Excel below and remember to enable Macros when prompted.

(the website doesn't seem to allow me to upload .xlsm files)

HistoricalStockPrices.ipynb

Scavenge Stock Prices from Yahoo Finance using JSON / Python

Enter the number of days of historical data you want (default is 90), and the Stock Symbols (as per Yahoo Finance) that you're interested in. Run the code, and it'll get the daily closing prices.

Check out the blog post for more information

Download and run the python notebook below.

Diversification_Fundamentals.XLSX

Understand "Diversification" using geographical and sector breakdown

Enter the Tickers, revenue breakdown by geography, sector, etc. View the table and charts in the Results.

Check out the blog post for more information.

Diversification_PriceCorrelation.XLSX

Understand "Diversification" using historical price movements

Enter the Tickers and historical price data, and input your portfolio composition. View the table in the Results.

Check out the blog post for more information.

Resources: Files

SSB_estimator_v01 .XLSX

Estimating SSB effective rates using SGS benchmark yields

Enter the SGS benchmark yields in the Input sheet, view the estimated SSB Effective rates in the Results sheet.

Check out the blog post for more information.