Financial Questions and Data

  • DJIA info in table

Consider using a time-series table with date, index value, and source fields. Store in SQLite, PostgreSQL, or cloud-based DB.

Track splits, index composition changes, and rebalancing history. Use source notes or tagged fields.

Record transactions with dates, reasons, and new allocation after trade.

Track initial deposits and regular contributions by account and purpose.

Use timestamped entries to log major reallocations or cash injections/withdrawals.

  • aTot = ...
  • bTot = ...
  • cTot = ...
  • dtTot = ...
  • edTot = ...
  • mTot = ...
  • nTot = ...
  • oTot = ...
  • fidWorth = ...