Surge

Surge Blog

Guides, deep dives, and honest takes

Articles for people working on get notified when stocks and crypto trade unusually heavy.. Written by engineers, no marketing fluff.

ETH Gas Threshold Alerts for Batching Transactions

Operating on the Ethereum blockchain often means contending with fluctuating and sometimes exorbitant transaction fees, colloquially known as 'gas.' For en

Beyond Personal Capital: Engineering Your Net Worth Tracking

For many of us in the tech world, tools like Personal Capital (now Empower) offer an appealing promise: a unified view of your financial life. Connect your

Binance Trade History Analysis for Retail Traders

As a retail trader navigating the volatile world of cryptocurrencies, especially on a platform as vast as Binance, understanding your historical trade data

DRIP Dividend Reinvestment Plan Tracking for Engineers

Dividend Reinvestment Plans (DRIPs) are a powerful strategy for long-term wealth accumulation. By automatically reinvesting cash dividends back into the sa

Moving Average Crossover Alerts: A Practical Guide for Engineers

As engineers, we appreciate systems that provide clear signals based on quantifiable data. In the realm of financial markets, technical analysis often reli

Demystifying Stock Split Adjustments in P&L Calculation

As engineers building financial tools, accurately tracking portfolio performance is paramount. Price feeds, trade executions, and real-time P&L calculation

Navigating Capital Gains: An Automatic Flag for Long-Term vs. Short-Term Holdings

For anyone actively managing a portfolio of stocks, cryptocurrencies, or even NFTs, the annual tax season often brings a familiar headache: accurately calc

Deconstructing Covered Call P&L: A Technical Deep Dive

As engineers, we appreciate systems that are predictable, quantifiable, and offer a clear understanding of inputs and outputs. Options strategies, particul

DCA Tracking: Spreadsheet vs. App - An Engineer's Perspective

Dollar-Cost Averaging (DCA) is a strategy many engineers appreciate for its systematic, disciplined approach to investing. By regularly investing a fixed a

CoinGecko API Rate Limits Explained: A Practical Guide for Developers

The CoinGecko API is an indispensable resource for developers building applications that require cryptocurrency data. From real-time prices and market caps

Real-Time Stock Data on a Budget: Strategies for Engineers

For anyone building a portfolio tracker, a trading bot, or even just a personal dashboard, 'real-time' stock data is the holy grail. The problem? True real

Treasury Yield Alerts for Fixed Income Investors

As engineers, we appreciate data, automation, and clear signals. When it comes to managing a fixed-income portfolio, or even understanding the broader mark

401k vs IRA Portfolio Dashboarding for Self-Managed Accounts

As engineers, we're accustomed to systems that provide a unified, real-time view of critical data. Yet, when it comes to our personal finances, specificall

Ethereum Gas Fee Tracking for DeFi Users: Tools and Strategies

For anyone actively participating in decentralized finance (DeFi) on Ethereum, gas fees are an inescapable reality. These transaction costs, paid in ETH, c

Robinhood Portfolio Export to CSV: What to Do With It

So you’ve exported your Robinhood portfolio data to a CSV file. Congratulations! Whether you're moving platforms, preparing for tax season, or just want to

Limit Price Alert Without an Exchange API Key

As engineers and investors navigating the volatile seas of stocks and cryptocurrencies, staying informed about price movements is crucial. Setting 'limit p

Wash Sale Tracking in a Personal Portfolio: A Practical Guide for Engineers

Navigating the complexities of tax law can be a headache, especially when you're managing a diverse personal portfolio spanning traditional stocks, ETFs, a

Stock Price Drop Notifications by SMS or Telegram

As engineers, we appreciate systems that work for us, especially when they involve monitoring critical data. In the world of investing, staying informed ab

RSI Alert: When Does It Actually Predict Reversals?

The Relative Strength Index (RSI) is one of the most widely used momentum oscillators in technical analysis. Traders and algorithms alike frequently scan f

Crypto Exchange Outage Monitoring: A Practical Guide for Engineers

The decentralized promise of cryptocurrency often clashes with the centralized reality of the exchanges where most trading occurs. These platforms are crit

Monitoring a Stock Portfolio Across Multiple Brokers

As an engineer managing personal investments, you've likely encountered the challenge of tracking your portfolio when it's spread across several brokers. W

Detecting Altcoin Season: A Programmatic Approach for Engineers

As an engineer navigating the volatile world of cryptocurrency, you're likely familiar with the concept of 'altcoin season.' It's a period that promises si

Tracking 401k Loans Against Portfolio Value

Taking a loan from your 401k can seem like a convenient way to access funds without traditional credit checks or high interest rates. After all, you're bor

Stablecoin Depeg Alerts: An Engineer's Guide to USDC and USDT Monitoring

Stablecoins are foundational to the modern crypto economy, acting as the bridge between volatile digital assets and the stability of fiat currencies. For e

Deep Dive: REIT Yield Tracking and FFO Interpretation for Your Portfolio

As engineers, we appreciate systems that are well-defined, predictable, and offer transparent metrics. When it comes to investing, Real Estate Investment T

Implementing Bollinger Band Breakout Alerts for Your Portfolio

As engineers managing personal or even small-scale institutional portfolios, we often seek systematic ways to identify potential market movements. Manual m

Tracking Unrealized P&L Across Stocks and Crypto: A Unified Approach

As engineers, we often pride ourselves on building solutions. When it comes to personal finance, especially portfolio tracking, many of us initially consid

Stop Loss Alert vs. Trailing Stop Alert: A Practical Guide for Engineers

As engineers operating in the financial markets, whether tracking a personal portfolio of stocks and crypto or building automated trading systems, managing

FX Impact on USD-Denominated Portfolios for Non-US Investors

As a non-US investor holding assets denominated in US Dollars – whether it's US stocks, ETFs, or even stablecoins like USDT or USDC – you're dealing with a

Tracking Crypto Across Multiple Wallets in One Dashboard

If you've been in the crypto space for any significant time, you've likely experienced the 'wallet sprawl' problem. A little Bitcoin on a hardware wallet,

Combining Stocks and Crypto in One Chart: A Technical Deep Dive

As engineers and investors, we often grapple with the challenge of gaining a holistic view of our financial portfolios. The traditional divide between stoc

Yahoo Finance API Alternatives in 2026

If you've been in the financial development space for a while, chances are you've either directly or indirectly relied on Yahoo Finance for market data. Fo

How to Set Crypto Price Alerts Without Paying for a Tool

Tracking cryptocurrency prices can feel like a full-time job. The market never sleeps, and significant price movements can happen in minutes, not hours. Fo

MACD Alert Simplified for Beginners

As engineers and technically-minded individuals, we appreciate data, systems, and automation. When it comes to financial markets, the sheer volume of data

VIX Spike Alerts for Hedging: A Practical Approach

As engineers and technically-minded investors, we often seek systematic ways to manage risk and optimize our portfolios. While fundamental analysis and lon

Broker Outage Notification: An Engineer's Guide to Proactive Monitoring

In the volatile world of financial markets, technical glitches are an unfortunate reality. Whether you're an individual investor, a quantitative trader run

BTC Dominance Alerts and What They Tell You

As an engineer managing a diverse portfolio, you're likely tracking individual asset prices, performance, and perhaps even some macro-economic indicators.

ETF Holdings Transparency Lookup: A Technical Deep Dive

As engineers, we're accustomed to dissecting systems, understanding their components, and optimizing their performance. When it comes to our personal finan

Best Portfolio Tracker for Small Investors

As an investor, especially one navigating both traditional equities and the rapidly evolving cryptocurrency landscape, keeping a clear, consolidated view o

Crypto Cost Basis: Navigating FIFO, LIFO, and HIFO for Tax Efficiency

As an engineer navigating the volatile world of cryptocurrency, you're likely familiar with the thrill of gains and the pang of losses. But beyond the imme

Free Crypto Whale Alerts for Retail Traders

As retail traders in the crypto space, you're constantly seeking an edge. One of the most talked-about strategies is 'following the whales' – tracking the

Tracking Staking Rewards Across Protocols

As an engineer navigating the decentralized finance (DeFi) landscape, you've likely delved into staking. Whether it's securing a Proof-of-Stake blockchain,

Options Trade Tracking in a Stock Portfolio App

Tracking a portfolio of stocks and cryptocurrencies can be challenging enough, especially when you're dealing with multiple brokers and exchanges. Add opti

Alpha Vantage vs. Polygon vs. Yahoo: A Data Deep Dive for Indie Devs

As an indie developer building financial applications – especially portfolio trackers, algorithmic trading tools, or even just a simple stock widget – reli

Dividend Tracking on Top of Capital Gains: A Practical Guide for Engineers

As engineers and technically-minded individuals, we're naturally drawn to data, systems, and optimizing for efficiency. When it comes to personal finance a

Ex-Dividend Date Alerts: A Technical Approach to Capturing Payouts

As engineers, we appreciate precision, automation, and minimizing operational overhead. When it comes to managing personal finances, especially investment

Solana Priority Fee Alerts

Solana's high throughput and low transaction costs have made it a popular choice for decentralized applications. However, its unique fee market, which oper

Navigating Coinbase Tax Export and Reconciliation for Engineers

Tax season and cryptocurrency often feel like oil and water. For engineers, the desire for precision and automation clashes head-on with the often fragment

Mastering Market Entry: Earnings Calendar Alerts Before Market Open

Navigating the financial markets, whether for long-term investing or short-term trading, often hinges on access to timely information. Among the most impac