Kamis, 08 Desember 2011

[smf_addin] Digest Number 2040[1 Attachment]

Messages In This Digest (15 Messages)

Messages

1a.

Re: 600 stock data (quarterly earnings and dates) from Zacks Media s

Posted by: "jrgeico" rerren.jeroen@gmail.com   jrgeico

Wed Dec 7, 2011 6:06 am (PST)




As I also recently discovered this webpage I might be able to give you some tips:

Definitely visit the:

http://finance.groups.yahoo.com/group/smf_addin/files/Templates%20and%20Examples/

section where you can find a lot of different up to date examples of retrieving the appropriate data.

You have seperate sheets for let's say the CF statement, BS, Income Statement and you can easily analyze each sheet independentely which, in my opinion, is pretty useful.

If you want to have an idea of how powerful this addin can be check out the workbooks "CashFlowModel 17" and "SCSS (there is 5 of them)" in the http://finance.groups.yahoo.com/group/smf_addin/files/Uploads%20by%20forum%20members/ section.

And always check the Links section prior to asking questions because all the questions I asked on this message board could be solved by browsing that section :)

--- In smf_addin@yahoogroups.com, "V. Shankar" <tarakayan@...> wrote:
>
> Randy,
>
> I just started going thru files section and installed smf add-in.  Although I have been using msn money central web query for quite some time with my limited VBA codes, it's amazing to see the assistance you have been providing.  It's great!
>
> As this group has been here for quite some, is it a good start with "files section" to see what's going to be useful for you and to get used to add-ins instead of going thru messages? In other words, what's your advice for a newcomer?
>
> Do you have addins for Morningstar (for finding out a stock's sector, industry, stock style, stock type) which I use for portfolio analysis?
>
> many thanks,
> Shankar V
>
>
>
> >________________________________
> > From: V. Shankar <tarakayan@...>
> >To: "smf_addin@yahoogroups.com" <smf_addin@yahoogroups.com>
> >Sent: Tuesday, December 6, 2011 11:51 PM
> >Subject: Re: [smf_addin] 600 stock data (quarterly earnings and dates) from Zacks Media site
> >
> >
> > 
> >Oh ok.  I was wondering if Vista is needed.  Will try it out.
> >
> >
> >thanks.
> >
> >
> >
> >>________________________________
> >> From: Randy Harmelink <rharmelink@...>
> >>To: smf_addin@yahoogroups.com
> >>Sent: Tuesday, December 6, 2011 8:08 PM
> >>Subject: Re: [smf_addin] 600 stock data (quarterly earnings and dates) from Zacks Media site
> >>
> >>
> >> 
> >>I'm not sure I understand the question. I originally wrote the add-in when I had EXCEL 2002/XP and now I have EXCEL 2007/Vista. But the add-in isn't target for a specific version of EXCEL under a Windows platform.
> >>
> >>
> >>On Tue, Dec 6, 2011 at 5:54 AM, V. Shankar <tarakayan@...> wrote:
> >>
> >>
> >>>
> >>>I was going thru the files and link area for add-ins.  Are there versions available for excel 2007/XP professional?
> >>>
> >>
> >>
> >>
> >
> >
> >
>

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Messages in this topic (14)
2a.

Re: forced recalculation

Posted by: "George Lentz" ghlentz2000@gmail.com   ghlentz2000

Wed Dec 7, 2011 6:32 am (PST)



Problem solved:

As it turns out I have two browsers, Expl 9 and firefox.

Firefox is my default. I never use Explorer 9.

However, it was necessary to turn off the web page cache in explorer 9 for
force recal to work.

thanks
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Messages in this topic (4)
3a.

CUSIP to ticker for EQ and MF data?

Posted by: "denap" denap@yahoo.com   denap

Wed Dec 7, 2011 1:07 pm (PST)



Hi,

I need to turn a few thousand CUSIPS into their ticker equivalents so I can use the ticker to retreive the M* category and style info. Is there a template around I can use to do this?

I see the M* category is element 4812, but can't come up with a way to process all of these into something I can use for a category/style for both EQ and MF data.

ideas?

thanks

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Messages in this topic (3)
3b.

Re: CUSIP to ticker for EQ and MF data?

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

Wed Dec 7, 2011 1:45 pm (PST)



I don't do anything with CUSIPS, so I'm not familiar with conversion
processing. However, I think there has been some discussion of it in the
past -- you may want to search the message archives and see if there is
anything useful there.

On Wed, Dec 7, 2011 at 2:07 PM, denap <denap@yahoo.com> wrote:

>
> I need to turn a few thousand CUSIPS into their ticker equivalents so I
> can use the ticker to retreive the M* category and style info. Is there a
> template around I can use to do this?
>
> I see the M* category is element 4812, but can't come up with a way to
> process all of these into something I can use for a category/style for both
> EQ and MF data.
>
> ideas?
>
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Messages in this topic (3)
3c.

Re: CUSIP to ticker for EQ and MF data?

Posted by: "denap" denap@yahoo.com   denap

Wed Dec 7, 2011 1:49 pm (PST)



yes, thanks.

I was crossing my fingers. The issue with processing off of quantumonline is the high number of misses for CUSIPs of mutual funds. I figured I'd throw it out there.... I should have been more thorough in the explanation.

thanks

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> I don't do anything with CUSIPS, so I'm not familiar with conversion
> processing. However, I think there has been some discussion of it in the
> past -- you may want to search the message archives and see if there is
> anything useful there.
>
> On Wed, Dec 7, 2011 at 2:07 PM, denap <denap@...> wrote:
>
> >
> > I need to turn a few thousand CUSIPS into their ticker equivalents so I
> > can use the ticker to retreive the M* category and style info. Is there a
> > template around I can use to do this?
> >
> > I see the M* category is element 4812, but can't come up with a way to
> > process all of these into something I can use for a category/style for both
> > EQ and MF data.
> >
> > ideas?
> >
>

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Messages in this topic (3)
4a.

Complete list of all stocks

Posted by: "kenkiarash" kenkiarash@yahoo.com   kenkiarash

Wed Dec 7, 2011 1:53 pm (PST)



Does anyone know how to import the complete listing of all stocks on all U.S. exchanges (NYSE, AMEX, NASDAQ, etc.)? Also, can this be done by industry, such as financials, airlines, etc.?

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Messages in this topic (6)
4b.

Re: Complete list of all stocks

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

Wed Dec 7, 2011 1:56 pm (PST)



You can try FinViz -- check the "Links" area of the group to retrieve their
screener output with the add-in.

Of what use is such a list, since it can change daily?

On Wed, Dec 7, 2011 at 2:40 PM, kenkiarash <kenkiarash@yahoo.com> wrote:

> Does anyone know how to import the complete listing of all stocks on all
> U.S. exchanges (NYSE, AMEX, NASDAQ, etc.)? Also, can this be done by
> industry, such as financials, airlines, etc.?
>
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Messages in this topic (6)
4c.

Re: Complete list of all stocks

Posted by: "dguillett1" dguillett1@gmail.com   donaldb36

Wed Dec 7, 2011 3:44 pm (PST)

[Attachment(s) from dguillett1 included below]

Does this help?

Don Guillett
SalesAid Software
dguillett1@gmail.com

From: kenkiarash
Sent: Wednesday, December 07, 2011 3:40 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Complete list of all stocks

Does anyone know how to import the complete listing of all stocks on all U.S. exchanges (NYSE, AMEX, NASDAQ, etc.)? Also, can this be done by industry, such as financials, airlines, etc.?

Attachment(s) from dguillett1

1 of 1 File(s)

WebFetchGetAllSymbolsUSNoQuery_SAS.xls
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Messages in this topic (6)
4d.

Re: Complete list of all stocks

Posted by: "Ashish" ashishkm@yahoo.com   ashishkm

Wed Dec 7, 2011 4:54 pm (PST)



this is a nice list ... I, for one, would appreciate knowing (and thus learning) the EXCEL process behind it to obtain such and similar list from WEB .... thx. in advance ....

--- In smf_addin@yahoogroups.com, "dguillett1" <dguillett1@...> wrote:
>
> Does this help?
>
> Don Guillett
> SalesAid Software
> dguillett1@...
>
> From: kenkiarash
> Sent: Wednesday, December 07, 2011 3:40 PM
> To: smf_addin@yahoogroups.com
> Subject: [smf_addin] Complete list of all stocks
>
>
> Does anyone know how to import the complete listing of all stocks on all U.S. exchanges (NYSE, AMEX, NASDAQ, etc.)? Also, can this be done by industry, such as financials, airlines, etc.?
>

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Messages in this topic (6)
4e.

Re: Complete list of all stocks

Posted by: "Mike McQuaid" mikemcq802@yahoo.com   mikemcq802

Wed Dec 7, 2011 5:04 pm (PST)



It is a nice list but far from complete. It's about 1,000 symbols.

I subscribe to SI Pro from AAII and they have about 10,000 companies in
their database.

You can export their data to Excel spreadsheets which would be one way to
get a list - it's not free but not expensive as data services go.

_____

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
Of Ashish
Sent: Wednesday, December 07, 2011 7:55 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Re: Complete list of all stocks

this is a nice list ... I, for one, would appreciate knowing (and thus
learning) the EXCEL process behind it to obtain such and similar list from
WEB .... thx. in advance ....

--- In smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com> ,
"dguillett1" <dguillett1@...> wrote:
>
> Does this help?
>
> Don Guillett
> SalesAid Software
> dguillett1@...
>
> From: kenkiarash
> Sent: Wednesday, December 07, 2011 3:40 PM
> To: smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com>
> Subject: [smf_addin] Complete list of all stocks
>
>
> Does anyone know how to import the complete listing of all stocks on all
U.S. exchanges (NYSE, AMEX, NASDAQ, etc.)? Also, can this be done by
industry, such as financials, airlines, etc.?
>

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Messages in this topic (6)
4f.

Re: Complete list of all stocks

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

Wed Dec 7, 2011 6:07 pm (PST)



The full list from the FinViz screener is 6,819 symbols. Plus you could get
any or all of the other 67 available fields along with the ticker symbols.

=smfGetCSVFile("http://finviz.com/export.ashx?v=151&c=1")

The Zacks screener returns 7,776 symbols:

=smfGetCSVFile("http://screener.zacks.com/export?dummy=
"&$C$2&RCHGetTableCell("http://screener.zacks.com/screens/
"&$C$2&"/run",3,">Company",,,,1))

...where $C$2 contains the saved screen number from their screening tool.
Again, with whatever of their other fields you told the screen to export.

On Wed, Dec 7, 2011 at 6:05 PM, Mike McQuaid <mikemcq802@yahoo.com> wrote:

> **
>
> It is a nice list but far from complete. It's about 1,000 symbols.
>
> I subscribe to SI Pro from AAII and they have about 10,000 companies in
> their database.
>
> You can export their data to Excel spreadsheets which would be one way to
> get a list - it's not free but not expensive as data services go.
>
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Messages in this topic (6)
5a.

rchgetwebdata error

Posted by: "paul yi" pyi06@yahoo.com   pyi06

Wed Dec 7, 2011 11:15 pm (PST)



Hello,

When I do something like

=RCHGetWebData("http://www.reuters.com/finance/stocks/overview?symbol=MGM","Beta",5,39)

I get a valid output, but for some symbols I get an error. With

=RCHGetWebData("http://www.reuters.com/finance/stocks/overview?symbol=BTH","Beta",5,39)

there is an error. The two are pretty much the same except the symbol is different. the url is valid and there is a section with beta.

Any ideas? thanks in advance

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Messages in this topic (4)
5b.

Re: rchgetwebdata error

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

Wed Dec 7, 2011 11:20 pm (PST)



Not sure what to tell you -- both formulas work fine here.

Is there a reason you're using the RCHGetWebData() function instead of an
easier, more direct one -- such as RCHGetTableCell() or smfGetTagContent()?

On Wed, Dec 7, 2011 at 11:36 PM, paul yi <pyi06@yahoo.com> wrote:

>
> When I do something like
>
> =RCHGetWebData("http://www.reuters.com/finance/stocks/overview?symbol=MGM
> ","Beta",5,39)
>
> I get a valid output, but for some symbols I get an error. With
>
> =RCHGetWebData("http://www.reuters.com/finance/stocks/overview?symbol=BTH
> ","Beta",5,39)
>
> there is an error. The two are pretty much the same except the symbol is
> different. the url is valid and there is a section with beta.
>
> Any ideas? thanks in advance
>
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Messages in this topic (4)
5c.

Re: rchgetwebdata error

Posted by: "paul yi" pyi06@yahoo.com   pyi06

Wed Dec 7, 2011 11:39 pm (PST)



Thank you, I'll give those a shot.

________________________________
From: Randy Harmelink <rharmelink@gmail.com>
To: smf_addin@yahoogroups.com
Sent: Wednesday, December 7, 2011 11:20 PM
Subject: Re: [smf_addin] rchgetwebdata error


 
Not sure what to tell you -- both formulas work fine here.

Is there a reason you're using the RCHGetWebData() function instead of an easier, more direct one -- such as RCHGetTableCell() or smfGetTagContent()?

On Wed, Dec 7, 2011 at 11:36 PM, paul yi <pyi06@yahoo.com> wrote:

>When I do something like
>
>=RCHGetWebData("http://www.reuters.com/finance/stocks/overview?symbol=MGM","Beta",5,39)
>
>I get a valid output, but for some symbols I get an error.  With
>
>=RCHGetWebData("http://www.reuters.com/finance/stocks/overview?symbol=BTH","Beta",5,39)
>
>there is an error.  The two are pretty much the same except the symbol is different.  the url is valid and there is a section with beta.
>
>Any ideas?  thanks in advance
>

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Messages in this topic (4)
5d.

Re: rchgetwebdata error

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

Wed Dec 7, 2011 11:47 pm (PST)



Note that you could get "Error" if there was a problem retrieving the page
-- such as a timeout. Did you try running the smfForceRecalculation macro
(see the "Links" area of the group for info on it) to attempt to get a new
copy of the web page?

One way to verify a page retrieval issue would be:

=RCHGetWebData("http://www.reuters.com/finance/stocks/overview?symbol=BTH")

...because then it's just retrieving the source code and not adding the
"complication" of searching for something.

On Thu, Dec 8, 2011 at 12:39 AM, paul yi <pyi06@yahoo.com> wrote:

>
> Thank you, I'll give those a shot.
>
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