# \#finance **URL:** https://community.wolfram.com/tag/finance/17.md [Latest](https://community.wolfram.com/latest.md) · [Categories](https://community.wolfram.com/categories.md) · [Tags](https://community.wolfram.com/tags.md) --- ## [FinancialData currency rates stopped updating after SEP 2 2026](https://community.wolfram.com/t/financialdata-currency-rates-stopped-updating-after-sep-2-2026/28222)
**Author:** [@rimarlag](https://community.wolfram.com/u/rimarlag)\ **Replies:** 3\ **Last updated:** [October 15, 2026, 10:10pm UTC](https://community.wolfram.com/t/financialdata-currency-rates-stopped-updating-after-sep-2-2026/28222 "2026-10-15T22:10:37Z")
I created the attached notebook to compare the value of currencies, but apparently the data stopped updating on 2 September 2026. Would be nice to see what has happend in the past three weeks. Op… --- ## [Mathematica, Wolfram|One, and other products are now accessed via the new unified WOLFRAM app](https://community.wolfram.com/t/mathematica-wolfram-one-and-other-products-are-now-accessed-via-the-new-unified-wolfram-app/24374)
**Author:** [@wolframcommunity](https://community.wolfram.com/u/wolframcommunity)\ **Replies:** 16\ **Last updated:** [October 10, 2026, 1:27pm UTC](https://community.wolfram.com/t/mathematica-wolfram-one-and-other-products-are-now-accessed-via-the-new-unified-wolfram-app/24374 "2026-10-10T13:27:45Z")
Starting with Version 14.1, Wolfram|One, Mathematica, Wolfram|Alpha Notebook Edition, and Finance Platform are all accessed through the new unified product, Wolfram. The Wolfram application was created to ensure a sim… --- ## [Calculating reverse sales tax](https://community.wolfram.com/t/calculating-reverse-sales-tax/27517)
**Author:** [@calculatereversetax](https://community.wolfram.com/u/calculatereversetax)\ **Replies:** 3\ **Last updated:** [September 2, 2026, 7:09pm UTC](https://community.wolfram.com/t/calculating-reverse-sales-tax/27517 "2026-09-02T19:09:42Z")
I was exploring a simple reverse sales-tax calculation in Wolfram Language while working on a small calculator project. For a final price of $108 with an 8% sales tax: 108/(1 + 8/100) gives: 100 So the pre-tax price… --- ## [Syntax error using RecurrenceTable function simulatin Stock-Flow Consistent model](https://community.wolfram.com/t/syntax-error-using-recurrencetable-function-simulatin-stock-flow-consistent-model/27405)
**Author:** [@winkllj](https://community.wolfram.com/u/winkllj)\ **Replies:** 9\ **Last updated:** [August 23, 2026, 7:20pm UTC](https://community.wolfram.com/t/syntax-error-using-recurrencetable-function-simulatin-stock-flow-consistent-model/27405 "2026-08-23T19:20:27Z")
See attached NB. A manipulate module using the RecurrenceTable function detects a syntax error which I have been unable to see. More eyes on what might be obvious to others might help. Open in Wolfr… --- ## [A computational exploration of the modern portfolio theory](https://community.wolfram.com/t/a-computational-exploration-of-the-modern-portfolio-theory/27379)
**Author:** [@ljunseo1007](https://community.wolfram.com/u/ljunseo1007)\ **Replies:** 1\ **Last updated:** [August 6, 2026, 4:23pm UTC](https://community.wolfram.com/t/a-computational-exploration-of-the-modern-portfolio-theory/27379 "2026-08-06T16:23:13Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (1.04 MB) --- ## [Samuelson economic model with real GDP data](https://community.wolfram.com/t/samuelson-economic-model-with-real-gdp-data/27270)
**Author:** [@maherkm](https://community.wolfram.com/u/maherkm)\ **Replies:** 1\ **Last updated:** [July 26, 2026, 10:43pm UTC](https://community.wolfram.com/t/samuelson-economic-model-with-real-gdp-data/27270 "2026-07-26T22:43:06Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (563 KB) --- ## [Accessing and using TimeSeries data in Mathematica imported from Excel](https://community.wolfram.com/t/accessing-and-using-timeseries-data-in-mathematica-imported-from-excel/27345)
**Author:** [@masandlin](https://community.wolfram.com/u/masandlin)\ **Replies:** 11\ **Last updated:** [July 26, 2026, 5:20pm UTC](https://community.wolfram.com/t/accessing-and-using-timeseries-data-in-mathematica-imported-from-excel/27345 "2026-07-26T17:20:21Z")
Hi Community Member, I am trying to import a simple Excel spreadsheet containing a date stamp column and a data column of closing prices. While the import appears successful, the resulting TimeSeries object seems to lis… --- ## [Stable 2:3 order statistic distribution for stock market returns](https://community.wolfram.com/t/stable-2-3-order-statistic-distribution-for-stock-market-returns/27106)
**Author:** [@rhrimmer](https://community.wolfram.com/u/rhrimmer)\ **Replies:** 3\ **Last updated:** [July 1, 2026, 3:28pm UTC](https://community.wolfram.com/t/stable-2-3-order-statistic-distribution-for-stock-market-returns/27106 "2026-07-01T15:28:00Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (933 KB) S23OrderDistribution.wl (1.45 MB) S23PortfolioFit.nb (19.5 MB) --- ## [Can momentum features improve stock direction prediction?](https://community.wolfram.com/t/can-momentum-features-improve-stock-direction-prediction/26990)
**Author:** [@seohyuncho](https://community.wolfram.com/u/seohyuncho)\ **Replies:** 0\ **Last updated:** [June 3, 2026, 1:30pm UTC](https://community.wolfram.com/t/can-momentum-features-improve-stock-direction-prediction/26990 "2026-06-03T13:30:22Z")
Open in Wolfram Cloud ↗ --- ## [German + British petrol prices: an empirical study](https://community.wolfram.com/t/german-british-petrol-prices-an-empirical-study/26964)
**Author:** [@mthiel](https://community.wolfram.com/u/mthiel)\ **Replies:** 1\ **Last updated:** [May 29, 2026, 7:11pm UTC](https://community.wolfram.com/t/german-british-petrol-prices-an-empirical-study/26964 "2026-05-29T19:11:14Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (19.2 MB) PetrolPrices.wl (64.2 KB) --- ## [Breaking elliptic curve crypto: an exploration of quantum oracles and phase estimation for secp256k1](https://community.wolfram.com/t/breaking-elliptic-curve-crypto-an-exploration-of-quantum-oracles-and-phase-estimation-for-secp256k1/26803)
**Author:** [@mohammadb](https://community.wolfram.com/u/mohammadb)\ **Replies:** 1\ **Last updated:** [April 28, 2026, 2:10pm UTC](https://community.wolfram.com/t/breaking-elliptic-curve-crypto-an-exploration-of-quantum-oracles-and-phase-estimation-for-secp256k1/26803 "2026-04-28T14:10:38Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (1.38 MB) --- ## [FinancialData for some requests is not putting out a correctly formatted TimeSeries object](https://community.wolfram.com/t/financialdata-for-some-requests-is-not-putting-out-a-correctly-formatted-timeseries-object/26769)
**Author:** [@rhrimmer](https://community.wolfram.com/u/rhrimmer)\ **Replies:** 0\ **Last updated:** [April 21, 2026, 9:37pm UTC](https://community.wolfram.com/t/financialdata-for-some-requests-is-not-putting-out-a-correctly-formatted-timeseries-object/26769 "2026-04-21T21:37:40Z")
Open in Wolfram Cloud ↗ --- ## [Animate the CNN fear and greed index gauge](https://community.wolfram.com/t/animate-the-cnn-fear-and-greed-index-gauge/26751)
**Author:** [@shenghuiy](https://community.wolfram.com/u/shenghuiy)\ **Replies:** 1\ **Last updated:** [April 21, 2026, 12:42am UTC](https://community.wolfram.com/t/animate-the-cnn-fear-and-greed-index-gauge/26751 "2026-04-21T00:42:29Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (413 KB) --- ## [Create a Correlation Table with financial data](https://community.wolfram.com/t/create-a-correlation-table-with-financial-data/3555)
**Author:** [@petit758](https://community.wolfram.com/u/petit758)\ **Replies:** 3\ **Last updated:** [January 17, 2026, 3:10pm UTC](https://community.wolfram.com/t/create-a-correlation-table-with-financial-data/3555 "2026-01-17T15:10:52Z")
Hello, I am just discovering wolfram alpha and i do not know how to programme so this will be basic but I have not seen the question so I decided to ask it myself. I think that the creation table could be useful for fin… --- ## [Introduction to dynamic economic models: The ISLM model](https://community.wolfram.com/t/introduction-to-dynamic-economic-models-the-islm-model/26222)
**Author:** [@heeyoungshin](https://community.wolfram.com/u/heeyoungshin)\ **Replies:** 1\ **Last updated:** [December 11, 2025, 4:55pm UTC](https://community.wolfram.com/t/introduction-to-dynamic-economic-models-the-islm-model/26222 "2025-12-11T16:55:49Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (694 KB) --- ## [Why are some dividends not returned by FinancialData?](https://community.wolfram.com/t/why-are-some-dividends-not-returned-by-financialdata/26212)
**Author:** [@dlkeith](https://community.wolfram.com/u/dlkeith)\ **Replies:** 0\ **Last updated:** [December 9, 2025, 12:46am UTC](https://community.wolfram.com/t/why-are-some-dividends-not-returned-by-financialdata/26212 "2025-12-09T00:46:50Z")
FinancialData seems able to return dividends for the past year for entities that pay dividends. Below is the data returned for a bond fund with ticker NBSD. If you look at the output, dividends for August and September a… --- ## [FinancialData properties documentation and explanation](https://community.wolfram.com/t/financialdata-properties-documentation-and-explanation/26178)
**Author:** [@jgourle21](https://community.wolfram.com/u/jgourle21)\ **Replies:** 4\ **Last updated:** [November 27, 2025, 7:07pm UTC](https://community.wolfram.com/t/financialdata-properties-documentation-and-explanation/26178 "2025-11-27T19:07:32Z")
Are the properties (FinancialData\[“Properties”\]) documented somewhere? In many cases, the documentation at FinancialData—Wolfram Documentation is too vague to be helpful. --- ## [Post-COVID Convergence: 1 BITCOIN and 1kg GOLD](https://community.wolfram.com/t/post-covid-convergence-1-bitcoin-and-1kg-gold/26038)
**Author:** [@Vitaliyk](https://community.wolfram.com/u/Vitaliyk)\ **Replies:** 1\ **Last updated:** [October 9, 2025, 1:32pm UTC](https://community.wolfram.com/t/post-covid-convergence-1-bitcoin-and-1kg-gold/26038 "2025-10-09T13:32:19Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (1.17 MB) --- ## [An application for portfolio optimization, risk sensitivity and efficient frontier visualization](https://community.wolfram.com/t/an-application-for-portfolio-optimization-risk-sensitivity-and-efficient-frontier-visualization/26005)
**Author:** [@charrispelek](https://community.wolfram.com/u/charrispelek)\ **Replies:** 1\ **Last updated:** [September 25, 2025, 6:10pm UTC](https://community.wolfram.com/t/an-application-for-portfolio-optimization-risk-sensitivity-and-efficient-frontier-visualization/26005 "2025-09-25T18:10:26Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (284 KB) --- ## [Entering a data search for mutual fund data](https://community.wolfram.com/t/entering-a-data-search-for-mutual-fund-data/25861)
**Author:** [@masandlin](https://community.wolfram.com/u/masandlin)\ **Replies:** 1\ **Last updated:** [August 12, 2025, 9:24am UTC](https://community.wolfram.com/t/entering-a-data-search-for-mutual-fund-data/25861 "2025-08-12T09:24:46Z")
Hi I am having trouble looking up the closing price of a mutual fund (for example “WHIAX”) - see attached. I have tried several different methods all without success and would certainly appreciate any help. Thanks, Mi… --- ## [Economics as a physics issue](https://community.wolfram.com/t/economics-as-a-physics-issue/25813)
**Author:** [@anglewyrm6](https://community.wolfram.com/u/anglewyrm6)\ **Replies:** 0\ **Last updated:** [July 28, 2025, 10:23pm UTC](https://community.wolfram.com/t/economics-as-a-physics-issue/25813 "2025-07-28T22:23:35Z")
Open in Wolfram Cloud ↗ --- ## [\[WSRP25\] Optimizing Stock Portfolios Using Decentralized Methods Along the Mean Variance Frontier](https://community.wolfram.com/t/wsrp25-optimizing-stock-portfolios-using-decentralized-methods-along-the-mean-variance-frontier/25709)
**Author:** [@ahaanc18](https://community.wolfram.com/u/ahaanc18)\ **Replies:** 0\ **Last updated:** [July 10, 2025, 6:58pm UTC](https://community.wolfram.com/t/wsrp25-optimizing-stock-portfolios-using-decentralized-methods-along-the-mean-variance-frontier/25709 "2025-07-10T18:58:19Z")
Open in Wolfram Cloud ↗ PFP .pdf (20.8 KB) --- ## [\[WSS25\] Wealth Exchange in Agent-Based Systems](https://community.wolfram.com/t/wss25-wealth-exchange-in-agent-based-systems/25687)
**Author:** [@arulsingh23](https://community.wolfram.com/u/arulsingh23)\ **Replies:** 1\ **Last updated:** [July 10, 2025, 5:19pm UTC](https://community.wolfram.com/t/wss25-wealth-exchange-in-agent-based-systems/25687 "2025-07-10T17:19:50Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (666 KB) --- ## [Simple optimization does not provide answer](https://community.wolfram.com/t/simple-optimization-does-not-provide-answer/25602)
**Author:** [@chenhe](https://community.wolfram.com/u/chenhe)\ **Replies:** 2\ **Last updated:** [June 29, 2025, 5:18pm UTC](https://community.wolfram.com/t/simple-optimization-does-not-provide-answer/25602 "2025-06-29T17:18:19Z")
Hi, I am first time Mathematica user. I use Chatgpt to help me generate codes for a simple optimization problem in investment. But Mathematica does not provide any solution nor does it show any error message. I am not su… --- ## [Using a variable with CandlestickChart](https://community.wolfram.com/t/using-a-variable-with-candlestickchart/25590)
**Author:** [@wolfram59](https://community.wolfram.com/u/wolfram59)\ **Replies:** 8\ **Last updated:** [June 25, 2025, 4:11pm UTC](https://community.wolfram.com/t/using-a-variable-with-candlestickchart/25590 "2025-06-25T16:11:32Z")
So I am currently evaluating the desktop version of Wolfram for Desktop, and I am interesting in plotting financial data. I found the documentation here: CandlestickChart: Plot open, high, low and close prices—Wolfram Do… --- ## [System dynamics and the law of supply and demand](https://community.wolfram.com/t/system-dynamics-and-the-law-of-supply-and-demand/25546)
**Author:** [@rimarlag](https://community.wolfram.com/u/rimarlag)\ **Replies:** 1\ **Last updated:** [June 4, 2025, 3:08pm UTC](https://community.wolfram.com/t/system-dynamics-and-the-law-of-supply-and-demand/25546 "2025-06-04T15:08:42Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (99.8 KB) --- ## [Evaluating Schwab API option pricing: implied volatility and Black-Scholes analysis](https://community.wolfram.com/t/evaluating-schwab-api-option-pricing-implied-volatility-and-black-scholes-analysis/25442)
**Author:** [@rhrimmer](https://community.wolfram.com/u/rhrimmer)\ **Replies:** 5\ **Last updated:** [May 8, 2025, 6:50pm UTC](https://community.wolfram.com/t/evaluating-schwab-api-option-pricing-implied-volatility-and-black-scholes-analysis/25442 "2025-05-08T18:50:49Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (688 KB) --- ## [Structure of option chain from Schwab API](https://community.wolfram.com/t/structure-of-option-chain-from-schwab-api/25451)
**Author:** [@rhrimmer](https://community.wolfram.com/u/rhrimmer)\ **Replies:** 1\ **Last updated:** [May 8, 2025, 4:37pm UTC](https://community.wolfram.com/t/structure-of-option-chain-from-schwab-api/25451 "2025-05-08T16:37:30Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (234 KB) GrokGraphCode.nb (14.1 KB) --- ## [Real-time financial data analysis with Python/Wolfram Language hybrid – overcoming blocking issues](https://community.wolfram.com/t/real-time-financial-data-analysis-with-python-wolfram-language-hybrid-overcoming-blocking-issues/24451)
**Author:** [@symplectics](https://community.wolfram.com/u/symplectics)\ **Replies:** 3\ **Last updated:** [May 7, 2025, 9:25pm UTC](https://community.wolfram.com/t/real-time-financial-data-analysis-with-python-wolfram-language-hybrid-overcoming-blocking-issues/24451 "2025-05-07T21:25:11Z")
Background Information: I’m in the process of building a workflow for real-time financial data analysis using the Wolfram Language on a budget. Due to the lack of native websocket support in Mathematica, I’ve decided to… --- ## [Real time market monitor with notebook using Schwab API](https://community.wolfram.com/t/real-time-market-monitor-with-notebook-using-schwab-api/25439)
**Author:** [@rhrimmer](https://community.wolfram.com/u/rhrimmer)\ **Replies:** 3\ **Last updated:** [May 7, 2025, 8:34pm UTC](https://community.wolfram.com/t/real-time-market-monitor-with-notebook-using-schwab-api/25439 "2025-05-07T20:34:52Z")
Open in Wolfram Cloud ↗ DOWNLOAD-DESKTOP-NOTEBOOK.nb (1.17 MB) SchwabAPI.m (8.3 KB) [Next page](https://community.wolfram.com/tag/finance/17.md?match_all_tags=true&page=1&tags%5B%5D=finance)