Portfolio Analysis in SQL: Weights to Drawdown
Position weights from last close times share counttable ·
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Trailing twelve-month dividend income by holdingtable ·
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Stock Correlation Matrix in One SQL Query
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AAPL and MSFT return correlation measured quarter by quarterranking ·
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Pairwise correlation of daily returns, six large caps, Oct 2025 to Sep 2026ranking ·
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Free SQL API for Stock Market Data
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Ex-Dividend Calendar from a Free SQL API
Liquid US names going ex-dividend in the next 14 daysranking ·
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Declared ex-dividend dates per week, next 12 weeksseries ·
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How far ahead dividends were declared, trailing 12 monthsranking ·
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Position weights from last close times share count
Position weights from last close times share count
| ticker | shares | last_close | position_value | weight_pct | priced_through |
|---|---|---|---|---|---|
| AAPL | 120 | 336.17 | 40341 | 25.71 | Oct 7, 2026 |
| KO | 300 | 86.57 | 25971 | 16.55 | Oct 7, 2026 |
| XOM | 150 | 165.88 | 24881 | 15.86 | Oct 7, 2026 |
| MSFT | 45 | 525.69 | 23656 | 15.08 | Oct 7, 2026 |
| JNJ | 90 | 255.89 | 23030 | 14.68 | Oct 7, 2026 |
| NVDA | 80 | 237.61 | 19009 | 12.12 | Oct 7, 2026 |
the exact SQL behind every number
WITH holdings AS
(
SELECT 'AAPL' AS ticker, 120 AS shares
UNION ALL SELECT 'MSFT', 45
UNION ALL SELECT 'NVDA', 80
UNION ALL SELECT 'KO', 300
UNION ALL SELECT 'JNJ', 90
UNION ALL SELECT 'XOM', 150
),
marks AS
(
SELECT
ticker,
argMax(toFloat64(close), (date, _ingest_time)) AS last_close,
max(date) AS last_session
FROM global_markets.stocks_daily_aggs
WHERE ticker IN ('AAPL', 'MSFT', 'NVDA', 'KO', 'JNJ', 'XOM')
AND date >= today() - 30
GROUP BY ticker
),
positions AS
(
SELECT
h.ticker AS ticker,
h.shares AS shares,
round(m.last_close, 2) AS last_close,
round(h.shares * m.last_close, 0) AS position_value,
m.last_session AS last_session
FROM holdings AS h
INNER JOIN marks AS m ON m.ticker = h.ticker
)
SELECT
ticker,
shares,
last_close,
position_value,
round(100 * position_value / sum(position_value) OVER (), 2) AS weight_pct,
formatDateTime(last_session, '%b %e, %Y') AS priced_through
FROM positions
ORDER BY weight_pct DESC
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