Recent content by extraMileage

Hi all - I am working on a personal project applying behavioral science analytics to individual investors. This is strictly a personal project at this time and I'm curious about how unconscious biases can impact our (investment/trading) behavior. Before analyzing large scale data sets, I need...

Thanks, good to know. Will look into TDA.

But do you live in the US?

Received two separate letters: one for standard brokerage account and one for IRA account (which is was a rollover from a previous employer anyway). I will try to speak to Schwab but I'm guessing they don't want to deal with the added regulatory compliance and risk of managing US citizens...

Thanks for the rec. Will investigate. I am not a US citizen, but did spend some years there (hence the IRA). "Breaking" the IRA (about $150k in there) would create unnecessary tax penalties (10%-30%) and it's also tax exempt (nice to not to get 30% WHT on interest and dividends in the...

I currently live overseas and recently received a letter from Schwab that they were closing my Brokerage and Rollover IRA accounts in September (been a customer for 15+ years). They are fully aware of my foreign residency and foreign tax status. Annoying, to say the least. I have accounts at...

I was unfortunately unable to find a fix and gave up. Dynamic intra-day pricing is not crucial to my needs, although it's frustrating that it's not working. Please do share if you find a solution...

Setting up a new TwsActiveX sheet for IB account. The API connects just fine and Account Info is also downloaded with no issues on the Account and Portfolio sheets. However, when I "Request Market Data" (CTRL-SHIFT-R) on the Ticker sheet, I get a compile error: "Argument Not Optional"...

Thanks, but unfortunately the default "portfolio" page - which automatically shows all of your positions - doesn't allow manual editing. Of course, there's the work around of simply duplicating all of one's securities in a new tab, but I was hoping no to have to do that (and frankly, it...

Yes, I own all the stocks mentioned.

I wonder if anyone else has this issue: I subscribe to LSE market data for some international ETFs such as IHYG and EEMB. On my default portfolio page I get no data for those two tickers and the usual link to the market data subscription manager. On my other manually entered quote...