Rabu, 24 Agustus 2011

[smf_addin] Digest Number 1933[1 Attachment]

Messages In This Digest (13 Messages)

1a.
Re: download/update the earings release date From: paul messerschmidt
2a.
Re: 5y Tax Cost Ratio From: colobuyer123
2b.
Re: 5y Tax Cost Ratio From: colobuyer123
2c.
Re: 5y Tax Cost Ratio From: Randy Harmelink
2d.
Re: 5y Tax Cost Ratio From: colobuyer123
2e.
Re: 5y Tax Cost Ratio From: Randy Harmelink
3a.
MF expense ratio From: colobuyer123
3b.
Re: MF expense ratio From: Randy Harmelink
4a.
Excel Hanging From: colobuyer123
4b.
Re: Excel Hanging From: Randy Harmelink
4c.
Re: Excel Hanging From: Randy Harmelink
5a.
Re: Excel Hanging, From: Keys Tinney
5b.
Re: Excel Hanging, [1 Attachment] From: Randy Harmelink

Messages

1a.

Re: download/update the earings release date

Posted by: "paul messerschmidt" financepaul@gmail.com   fuelspotpaul

Tue Aug 23, 2011 6:59 am (PDT)



you may have to write some code, but here are two sites i rely on

http://www.investorcalendar.com/vcallservices/EarningsDataConsoleMiddle.asp?ticker=aapl
(using
AAPL as an example in the url; just change the url to display the stock
symbol of interest)

<http://www.investorcalendar.com/vcallservices/EarningsDataConsoleMiddle.asp?ticker=aapl>
http://thestreet.ccbn.com/earning.asp?date=&client=thestreet

<http://thestreet.ccbn.com/earning.asp?date=&client=thestreet>i've created a
'bot' for the first site to alert me anytime there is a change to the
estimated eps or predicted report date -- both of which can change -- and
have an impact on my trading strategy.

always remember to verify earnings release dates are 'confirmed' as
'proposed' or 'predicted' dates have a habit of moving

good trading...

On Sat, Aug 20, 2011 at 4:51 AM, wongchun72 <wangchuncn@hotmail.com> wrote:

> **
>
>
> Hi,
>
> Does someone know whether there is an Excel add-in to download/update the
> earings release date for a selected stock symbol? Just as we can download
> the day-close-price for a selected stock symbol.
>
> On Yahoo earnings calendar, we can find the companies that are going to
> release or have rleased their results in the recent period. This is
> calenard-day driven.
>
> We can also find on each individual stock page, the release date for that
> company. This is company-name-drive, but we need to go web-page by web-page
> to manually collect the info.
>
> If we want to easily get an overview of the stocks on our radar-screen that
> are going to rlease their financial result, is there any software tool
> helping us to do so?
>
> Thanks!
>
>
>

--
-----------------------------------------
Paul Messerschmidt
paul.messerschmidt (skype)
+1-813-334-8682 (mobile)
2a.

Re: 5y Tax Cost Ratio

Posted by: "colobuyer123" keystin@gmail.com   colobuyer123

Tue Aug 23, 2011 7:42 am (PDT)



What is the url for etf? This link works great for MF's but not etf's.

--- In smf_addin@yahoogroups.com, "nate_lalala" <nate_lalala@...> wrote:
>
> Great thanks, that works fine.
>
> -Nathan
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@> wrote:
> >
> > Sorry, but data cannot be extracted from that web page -- the data is
> > displayed dynamically instead of being delivered within the source code of
> > the web page.
> >
> > However, you can extract data from the "Print" versions of the web page, but
> > they aren't as detailed. For example, it doesn't contain the 1-year value
> > you want, but does have the 3-year average:
> >
> > =RCHGetTableCell("
> > http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=PRWCX",1,">Tax
> > Cost Ratio")
> >
> > On Thu, Aug 18, 2011 at 11:59 AM, nate_lalala <nate_lalala@> wrote:
> >
> > > I am also interested in getting the tax cost ratio, but all I get is an
> > > error
> > >
> > > =RCHGetTableCell("
> > > http://quicktake.morningstar.com/FundNet/Tax.aspx?Symbol=PRWCX",5,"Tax
> > > Cost Ratio","PRWCX")
> > >
> > > I want to return .68
> > >
> > > Tax Cost Ratio
> > > PRWCX â€" â€" â€" â€" 0.68
> > >
> > > Any ideas?
> > >
> >
>

2b.

Re: 5y Tax Cost Ratio

Posted by: "colobuyer123" keystin@gmail.com   colobuyer123

Tue Aug 23, 2011 7:47 am (PDT)



Nevermind it works for etf's, the problem was that I want to have the ticker in another cell vs. as text in the formula. When I add the text ticker in i.e. SPY it works, but when I have SPY in another cell B2, then I get an error

Works:
=RCHGetTableCell("http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=SPY",1,">Tax Cost Ratio")

Doesn't work:
=RCHGetTableCell("http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=B2",1,">Tax Cost Ratio")

--- In smf_addin@yahoogroups.com, "colobuyer123" <keystin@...> wrote:
>
> What is the url for etf? This link works great for MF's but not etf's.
>
> --- In smf_addin@yahoogroups.com, "nate_lalala" <nate_lalala@> wrote:
> >
> > Great thanks, that works fine.
> >
> > -Nathan
> >
> > --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@> wrote:
> > >
> > > Sorry, but data cannot be extracted from that web page -- the data is
> > > displayed dynamically instead of being delivered within the source code of
> > > the web page.
> > >
> > > However, you can extract data from the "Print" versions of the web page, but
> > > they aren't as detailed. For example, it doesn't contain the 1-year value
> > > you want, but does have the 3-year average:
> > >
> > > =RCHGetTableCell("
> > > http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=PRWCX",1,">Tax
> > > Cost Ratio")
> > >
> > > On Thu, Aug 18, 2011 at 11:59 AM, nate_lalala <nate_lalala@> wrote:
> > >
> > > > I am also interested in getting the tax cost ratio, but all I get is an
> > > > error
> > > >
> > > > =RCHGetTableCell("
> > > > http://quicktake.morningstar.com/FundNet/Tax.aspx?Symbol=PRWCX",5,"Tax
> > > > Cost Ratio","PRWCX")
> > > >
> > > > I want to return .68
> > > >
> > > > Tax Cost Ratio
> > > > PRWCX â€" â€" â€" â€" 0.68
> > > >
> > > > Any ideas?
> > > >
> > >
> >
>

2c.

Re: 5y Tax Cost Ratio

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Tue Aug 23, 2011 8:10 am (PDT)



That's because you need to concatenate the cell to the string. As it is, you
are telling it to look up ticker "B2", which is an invalid ticker.

On Tue, Aug 23, 2011 at 7:47 AM, colobuyer123 <keystin@gmail.com> wrote:

> Nevermind it works for etf's, the problem was that I want to have the
> ticker in another cell vs. as text in the formula. When I add the text
> ticker in i.e. SPY it works, but when I have SPY in another cell B2, then I
> get an error
>
> Works:
> =RCHGetTableCell("
> http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=SPY",1,">Tax
> Cost Ratio")
>
> Doesn't work:
> =RCHGetTableCell("
> http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=B2",1,">Tax
> Cost Ratio")
>
2d.

Re: 5y Tax Cost Ratio

Posted by: "colobuyer123" keystin@gmail.com   colobuyer123

Tue Aug 23, 2011 9:14 am (PDT)



That makes sense, I've tried to add the function into the string but I'm not doing it right. How would you change the string below to add the concatenate function?

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> That's because you need to concatenate the cell to the string. As it is, you
> are telling it to look up ticker "B2", which is an invalid ticker.
>
> On Tue, Aug 23, 2011 at 7:47 AM, colobuyer123 <keystin@...> wrote:
>
> > Nevermind it works for etf's, the problem was that I want to have the
> > ticker in another cell vs. as text in the formula. When I add the text
> > ticker in i.e. SPY it works, but when I have SPY in another cell B2, then I
> > get an error
> >
> > Works:
> > =RCHGetTableCell("
> > http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=SPY",1,">Tax
> > Cost Ratio")
> >
> > Doesn't work:
> > =RCHGetTableCell("
> > http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=B2",1,">Tax
> > Cost Ratio")
> >
>

2e.

Re: 5y Tax Cost Ratio

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Tue Aug 23, 2011 2:10 pm (PDT)



It would be:

"http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol="&B2

For future questions directly related to EXCEL and not the add-in, I would
suggest this Yahoo group:

http://tech.groups.yahoo.com/group/ms_excel

On Tue, Aug 23, 2011 at 9:13 AM, colobuyer123 <keystin@gmail.com> wrote:

> That makes sense, I've tried to add the function into the string but I'm
> not doing it right. How would you change the string below to add the
> concatenate function?
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
> >
> > That's because you need to concatenate the cell to the string. As it is,
> you
> > are telling it to look up ticker "B2", which is an invalid ticker.
> >
> > On Tue, Aug 23, 2011 at 7:47 AM, colobuyer123 <keystin@...> wrote:
> >
> > > Nevermind it works for etf's, the problem was that I want to have the
> > > ticker in another cell vs. as text in the formula. When I add the text
> > > ticker in i.e. SPY it works, but when I have SPY in another cell B2,
> then I
> > > get an error
> > >
> > > Works:
> > > =RCHGetTableCell("
> > > http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=SPY
> ",1,">Tax
> > > Cost Ratio")
> > >
> > > Doesn't work:
> > > =RCHGetTableCell("
> > > http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=B2
> ",1,">Tax
> > > Cost Ratio")
>
3a.

MF expense ratio

Posted by: "colobuyer123" keystin@gmail.com   colobuyer123

Tue Aug 23, 2011 9:45 am (PDT)



What element number gives me the expense ratio of a MF or ETF? I've tried 5079 and 5086 without success.

3b.

Re: MF expense ratio

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Tue Aug 23, 2011 2:03 pm (PDT)



You need to write your own RCHGetTableCell() functions for that. Those
element numbers only apply to mutual funds.

On Tue, Aug 23, 2011 at 9:44 AM, colobuyer123 <keystin@gmail.com> wrote:

> What element number gives me the expense ratio of a MF or ETF? I've tried
> 5079 and 5086 without success.
>
4a.

Excel Hanging

Posted by: "colobuyer123" keystin@gmail.com   colobuyer123

Tue Aug 23, 2011 1:13 pm (PDT)



I had created a sheet earlier today that was working great. I saved it went to lunch and when I returned the Excel hangs when opening the sheet. Any idea how to fix? Win7 x64/Excel 2010

4b.

Re: Excel Hanging

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Tue Aug 23, 2011 2:02 pm (PDT)



Whenever I've had a worksheet that hangs, it's because one of the websites
I'm accessing is down. I used to have that problems with Zacks quite often.
Some people have problems when there are a significant number of
RCHGetYahooQuotes() functions in individual cells instead of getting all of
the data in one Internet access with an array-entered formula over a range.
Other than that, no clue.

On Tue, Aug 23, 2011 at 1:12 PM, colobuyer123 <keystin@gmail.com> wrote:

> I had created a sheet earlier today that was working great. I saved it
> went to lunch and when I returned the Excel hangs when opening the sheet.
> Any idea how to fix? Win7 x64/Excel 2010
>
4c.

Re: Excel Hanging

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Tue Aug 23, 2011 7:37 pm (PDT)



Is it possible you were trying to get data from MorningStar? I just got the
following info from them:

"Morningstar’s Chicago office experienced a power outage caused by an
underground power failure this afternoon. The outage affected our data
center, network, and telephones. Power has been restored and all systems are
back online. We are working as quickly as possible to get all systems
functioning normally. We apologize for the inconvenience."

So if their site was non-functional, that could explain why EXCEL was
hanging -- each add-in function would have been waiting for a time out
before continuing on to the next one.

On Tue, Aug 23, 2011 at 1:12 PM, colobuyer123 <keystin@gmail.com> wrote:

> I had created a sheet earlier today that was working great. I saved it
> went to lunch and when I returned the Excel hangs when opening the sheet.
> Any idea how to fix? Win7 x64/Excel 2010
>
5a.

Re: Excel Hanging,

Posted by: "Keys Tinney" keystin@gmail.com   colobuyer123

Tue Aug 23, 2011 8:48 pm (PDT)

[Attachment(s) from Keys Tinney included below]

Randy

I can’t figure it out. When I saved and then reopened it changed the formulas like this “=RCHGetElementNumber(F1,4811)” were replaced with “='C:\Program Files\SMF Add-in\RCH_Stock_Market_Functions.xla'!RCHGetElementNumber(F1,4811)”

I had to open Excel in safe mode to get the file to open, then I recreated the sheet by changing all formulas back to the original and reopening the add-in in the data menu.

After all that, I saved it again and then tried to reopen and it kept hanging. Any ideas? See attached

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Tuesday, August 23, 2011 8:37 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Excel Hanging

Is it possible you were trying to get data from MorningStar? I just got the following info from them:

"Morningstar’s Chicago office experienced a power outage caused by an underground power failure this afternoon. The outage affected our data center, network, and telephones. Power has been restored and all systems are back online. We are working as quickly as possible to get all systems functioning normally. We apologize for the inconvenience."

So if their site was non-functional, that could explain why EXCEL was hanging -- each add-in function would have been waiting for a time out before continuing on to the next one.

On Tue, Aug 23, 2011 at 1:12 PM, colobuyer123 <keystin@gmail.com> wrote:

I had created a sheet earlier today that was working great. I saved it went to lunch and when I returned the Excel hangs when opening the sheet. Any idea how to fix? Win7 x64/Excel 2010

Attachment(s) from Keys Tinney

1 of 1 File(s)

5b.

Re: Excel Hanging, [1 Attachment]

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Tue Aug 23, 2011 9:13 pm (PDT)



I don't think the workbook is hanging. It's just taking a LONG time to get
data from Morningstar. One symbol took me 20 seconds. So 57 could take about
19 minutes. I was getting such a slow response even when I used the links in
my browser. As I noted, probably due to their computer problems today.
Usually, Morningstar would take under a second.

If you have paths in front of your formulas, then the add-in links are not
being resolved properly. You need to fix them manually (usually just once,
since the updates will be saved when you save the file) -- see the "Links"
area of the group for more info.

I am also confused by your statement of "reopening the add-in". At no point
should you be opening it. You install it with the add-in manager. If you
don't have it installed with the add-in manager, that would probably explain
the unresolved links.

On Tue, Aug 23, 2011 at 8:48 PM, Keys Tinney <keystin@gmail.com> wrote:

>
> I can’t figure it out. When I saved and then reopened it changed the
> formulas like this “=RCHGetElementNumber(F1,4811)” were replaced with
> “='C:\Program Files\SMF
> Add-in\RCH_Stock_Market_Functions.xla'!RCHGetElementNumber(F1,4811)”
>
> ** **
>
> I had to open Excel in safe mode to get the file to open, then I recreated
> the sheet by changing all formulas back to the original and reopening the
> add-in in the data menu.****
>
> ** **
>
> After all that, I saved it again and then tried to reopen and it kept
> hanging. Any ideas? See attached
>
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