sections -- dashboard, dividends, retirement
Having failed to create a trading bot, I look with interest on the middle ground of a dashboard. Think of it as BI for home finances. Google Sheets, API scrapers, and so forth. I ran across the ThinkStocks video below. The project seems worthy of a post here: there are building blocks within this video that I think will allow other business and investing analysis.
Equities dashboard - Google Sheets (1:06:24) ThinkStocks, 2021. Mileage,
api status
We'd like to have access to an API in all sectors: equities (incl. dividend), fixed, crypto, forex, commoditities. And also possibly to derivatives of these.
 | equities and bonds: Firstrade Good discount BD, with fixed-income and retirement account options. Clearing handled by Apex Clearning. API keys = unknown. |
 | crypto: CoinbasePro Coinbase acquired GDAX. The former GDAX accounts qualified for the slightly upgraded (leveraged trades, etc) CoinbasePro. Maker/taker percentages reasonable. Explained here (18:58). API keys = yes. |
 | forex API keys = yes |
dividends
Dividend information takes some digging. Which equities (even if REITS) and ETF's pay them? How much? Have they suspended payments?
- investopedia best I've found so far for ranking top-tier ETF's.
- marketbeat: dividend info well organized.
Dividend History (8:51) Passive Income Investor, 2019. Uses some tools such as marketbeat to get history info on dividends.
His Top REIT's (14:14) Passive Income Investor, 2021. These have probably gone down, but we can see his process for valuation.
retirement
| social security | $1,200. They send a thing once a year showing what would come in on a monthly basis. According to this article, no one pays income tax on more than 85% of their total social security. |
| veterans | $1,200. missed it by 9 weeks. |
| california | $700. PERS |
| dividends | $100. quarterly. currently taxed |
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