Minggu, 19 Februari 2012

[smf_addin] Digest Number 2121[1 Attachment]

Messages In This Digest (25 Messages)

1a.
Re: TED Spread From: msdalt
1b.
Re: TED Spread From: Mike McQuaid
1c.
Re: TED Spread From: Randy Harmelink
2a.
smfPricesBetween() as Array Formula From: rjemery7
2b.
Re: smfPricesBetween() as Array Formula From: Randy Harmelink
2c.
Re: smfPricesBetween() as Array Formula From: rjemery7
2d.
Re: smfPricesBetween() as Array Formula From: Randy Harmelink
2e.
Re: smfPricesBetween() as Array Formula From: V. Shankar
2f.
Re: smfPricesBetween() as Array Formula From: rjemery7
3a.
Re: PM-CF-EPS Trend 1.0 From: sivamarkandu@rogers.com
3b.
Re: PM-CF-EPS Trend 1.0 From: Randy Harmelink
4a.
Re: Historical Price Comparison Workbook - Google docs version From: Kermit W. Prather
4b.
Re: Historical Price Comparison Workbook - Google docs version From: lulsh@sbcglobal.net
4c.
Re: Historical Price Comparison Workbook - Google docs version From: dguillett1
5a.
Mutual Fund Returns and Risk From: McGinnis
5b.
Re: Mutual Fund Returns and Risk From: Martin Topper
5c.
Re: Mutual Fund Returns and Risk From: Randy H
5d.
Re: Mutual Fund Returns and Risk From: McGinnis Patrick
6a.
MSN Money 10 year summary sometimes out of chrono. order From: gsr2588
6b.
Re: MSN Money 10 year summary sometimes out of chrono. order From: Randy Harmelink
6c.
Re: MSN Money 10 year summary sometimes out of chrono. order From: gsr2588
6d.
Re: MSN Money 10 year summary sometimes out of chrono. order From: Randy Harmelink
7.
Error while saving the file From: bmshah77
8a.
Problems with smfpricesbetween From: curls07
8b.
Re: Problems with smfpricesbetween From: Randy H

Messages

1a.

Re: TED Spread

Posted by: "msdalt" msdalt@earthlink.net   msdalt

Sun Feb 19, 2012 2:20 am (PST)



Randy,

I'm grateful for the effort but that formula produced: "#NAME"

I'm running Excel 2003 on XP and have been using methods I acquired from
your site to pull in data from Yahoo for a few years now. The only
issues I have had were with Yahoo data or when web sites change their
pages.

Your help is sincerely appreciated.

Michael

--- In smf_addin@yahoogroups.com, "Randy H" <rharmelink@...> wrote:
>
> Is this what you're after?
>
>
=0+smfGetTagContent("http://www.bloomberg.com/quote/.tedsp:ind","span",1\
\
> ,">.TEDSP:IND")
>
> On Sat, Feb 18, 2012 at 4:19 PM, msdalt msdalt@... wrote:
> That formula worked flawlessly for the last 19 months and then
Bloomberg
> apparently changed the format. I tried to figure out how to modify
the
> formula myself but have decided to admit failure and ask for help.
>
> Please...
>
> --- In smf_addin@yahoogroups.com <mailto:smf_addin@yahoogroups.com ,
> Randy Harmelink rharmelink@ wrote:
> >
> > How about:
> >
>
=RCHGetTableCell("http://www.bloomberg.com/apps/quote?ticker=.tedsp:ind
> <http://www.bloomberg.com/apps/quote?ticker=.tedsp:ind>
> > ",1,">Value<")
> >
> > On Sun, Jun 27, 2010 at 4:49 AM, msdalt msdalt@ wrote:
> >
> > > Bloomberg rearranged the web site from which I was pulling the TED
> Spread
> > > and a few other data. I can't figure out how to pull it into
Excel
> from its
> > > new location. Here is the url to the quote.
> > >
> > > http://www.bloomberg.com/apps/quote?ticker=.tedsp%3Aind
> <http://www.bloomberg.com/apps/quote?ticker=.tedsp%3Aind>
> > >
> > > Can someone help me with a function I can paste into a cell?
>

1b.

Re: TED Spread

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

Sun Feb 19, 2012 5:56 am (PST)



That error means one of the names in your formula is undefined. The only
name referenced in Randy's example was the smf function.

Are you sure you typed smfGetTagContent... rather than RCHGetTable....?

I'm using the same versions you are and Randy's formula worked fine for me.

_____

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
Of msdalt
Sent: Sunday, February 19, 2012 5:21 AM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Re: TED Spread

Randy,

I'm grateful for the effort but that formula produced: "#NAME"

I'm running Excel 2003 on XP and have been using methods I acquired from
your site to pull in data from Yahoo for a few years now. The only
issues I have had were with Yahoo data or when web sites change their
pages.

Your help is sincerely appreciated.

Michael

--- In smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com> ,
"Randy H" <rharmelink@...> wrote:
>
> Is this what you're after?
>
>
=0+smfGetTagContent("http://www.bloomberg.com/quote/.tedsp:ind","span",1\
\
> ,">.TEDSP:IND")
>
> On Sat, Feb 18, 2012 at 4:19 PM, msdalt msdalt@... wrote:
> That formula worked flawlessly for the last 19 months and then
Bloomberg
> apparently changed the format. I tried to figure out how to modify
the
> formula myself but have decided to admit failure and ask for help.
>
> Please...
>
> --- In smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com>
<mailto:smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com> ,
> Randy Harmelink rharmelink@ wrote:
> >
> > How about:
> >
>
=RCHGetTableCell("http://www.bloomberg.com/apps/quote?ticker=.tedsp:ind
> <http://www.bloomberg.com/apps/quote?ticker=.tedsp:ind>
> > ",1,">Value<")
> >
> > On Sun, Jun 27, 2010 at 4:49 AM, msdalt msdalt@ wrote:
> >
> > > Bloomberg rearranged the web site from which I was pulling the TED
> Spread
> > > and a few other data. I can't figure out how to pull it into
Excel
> from its
> > > new location. Here is the url to the quote.
> > >
> > > http://www.bloomberg.com/apps/quote?ticker=.tedsp%3Aind
> <http://www.bloomberg.com/apps/quote?ticker=.tedsp%3Aind>
> > >
> > > Can someone help me with a function I can paste into a cell?
>

1c.

Re: TED Spread

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

Sun Feb 19, 2012 7:25 am (PST)



You probably need to install the newer version of the add-in...

On Sun, Feb 19, 2012 at 3:20 AM, msdalt <msdalt@earthlink.net> wrote:

>
> I'm grateful for the effort but that formula produced: "#NAME"
>
> I'm running Excel 2003 on XP and have been using methods I acquired from
> your site to pull in data from Yahoo for a few years now. The only
> issues I have had were with Yahoo data or when web sites change their
> pages.
>
> Your help is sincerely appreciated.
>
2a.

smfPricesBetween() as Array Formula

Posted by: "rjemery7" rjemery@gmail.com   rjemery7

Sun Feb 19, 2012 3:22 am (PST)



I am using Excel 2007 and the smfPricesBetween() function. I can get it to work as an array formula as long as only one row is involved, but any attempt to expand it to multiple rows results in the array range filled with #VALUE! entries.

Am I missing something?

Can this function handle multiple rows? If so, how many rows or cells?

FWIW, the exact formula I am using is:
=smfPricesBetween($A2:$A3,TODAY()-366,TODAY(),"03040506")

2b.

Re: smfPricesBetween() as Array Formula

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

Sun Feb 19, 2012 7:24 am (PST)



As noted in the documentation, the function only works for a single ticker
symbol. There would be no advantage to entering the formula with multiple
ticker symbols, as it would still need to go to the Internet for data for
each ticker symbol.

Note that using TODAY() in your formula makes the formula volatile, so it
will recalculate EVERY time something in the workbook changes.

On Sun, Feb 19, 2012 at 4:22 AM, rjemery7 <rjemery@gmail.com> wrote:

> I am using Excel 2007 and the smfPricesBetween() function. I can get it
> to work as an array formula as long as only one row is involved, but any
> attempt to expand it to multiple rows results in the array range filled
> with #VALUE! entries.
>
> Am I missing something?
>
> Can this function handle multiple rows? If so, how many rows or cells?
>
> FWIW, the exact formula I am using is:
> =smfPricesBetween($A2:$A3,TODAY()-366,TODAY(),"03040506")
>
2c.

Re: smfPricesBetween() as Array Formula

Posted by: "rjemery7" rjemery@gmail.com   rjemery7

Sun Feb 19, 2012 8:51 am (PST)



What do you recommend instead?

The 52-week high and low can be retrieved using RCHGetYahooQuotes(), but not the corresponding dates.

Also, what alternative do I have other than using TODAY()?

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> As noted in the documentation, the function only works for a single ticker
> symbol. There would be no advantage to entering the formula with multiple
> ticker symbols, as it would still need to go to the Internet for data for
> each ticker symbol.
>
> Note that using TODAY() in your formula makes the formula volatile, so it
> will recalculate EVERY time something in the workbook changes.
>
> On Sun, Feb 19, 2012 at 4:22 AM, rjemery7 <rjemery@...> wrote:
>
> > I am using Excel 2007 and the smfPricesBetween() function. I can get it
> > to work as an array formula as long as only one row is involved, but any
> > attempt to expand it to multiple rows results in the array range filled
> > with #VALUE! entries.
> >
> > Am I missing something?
> >
> > Can this function handle multiple rows? If so, how many rows or cells?
> >
> > FWIW, the exact formula I am using is:
> > =smfPricesBetween($A2:$A3,TODAY()-366,TODAY(),"03040506")
> >
>

2d.

Re: smfPricesBetween() as Array Formula

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

Sun Feb 19, 2012 10:17 am (PST)



The only sources I know of for 52-week high and low with dates all need to
be retrieved ticker by ticker.

Instead of TODAY(), I usually use something like:

=RCHGetYahooQuotes("SPY","d1")

...as that should get me the last trading date of the market.

On Sun, Feb 19, 2012 at 9:51 AM, rjemery7 <rjemery@gmail.com> wrote:

> What do you recommend instead?
>
> The 52-week high and low can be retrieved using RCHGetYahooQuotes(), but
> not the corresponding dates.
>
> Also, what alternative do I have other than using TODAY()?
>
2e.

Re: smfPricesBetween() as Array Formula

Posted by: "V. Shankar" tarakayan@yahoo.com   tarakayan

Sun Feb 19, 2012 6:32 pm (PST)



why not use smfPricesBetween to get  52w hi&Lo with corresponding dates?

>________________________________
> From: Randy Harmelink <rharmelink@gmail.com>
>To: smf_addin@yahoogroups.com
>Sent: Sunday, February 19, 2012 11:47 PM
>Subject: Re: [smf_addin] Re: smfPricesBetween() as Array Formula
>
>

>The only sources I know of for 52-week high and low with dates all need to be retrieved ticker by ticker.
>
>Instead of TODAY(), I usually use something like:
>
>=RCHGetYahooQuotes("SPY","d1")
>
>...as that should get me the last trading date of the market.
>
>
>On Sun, Feb 19, 2012 at 9:51 AM, rjemery7 <rjemery@gmail.com> wrote:
>
>What do you recommend instead?
>>
>>The 52-week high and low can be retrieved using RCHGetYahooQuotes(), but not the corresponding dates.
>>
>>Also, what alternative do I have other than using TODAY()?
>>
>
>
>
>
2f.

Re: smfPricesBetween() as Array Formula

Posted by: "rjemery7" rjemery@gmail.com   rjemery7

Sun Feb 19, 2012 8:26 pm (PST)



As Randy pointed out, that function only works for one ticker symbol at a time, or one row at a time, which also needs to be defined as an array formula. If I have nearly 1000 rows in a worksheet, that means each of those rows would need to be defined as separate arrays.

The hassle comes when the worksheet/table is updated. Some symbols disappear, new ones are added or a new column may be added. That now means I would have to break nearly 1000 arrays and re-establish them one by one, an onerous task most likely needed to be performed on a weekly basis.

I already suffer under the 200 ticker Yahoo limitation for RCHGetYahooQuotes(). I never liked array formulas because of the need to change the array frequently. I just may go back to single cell updates, even if that means 10,000+ function calls and several minutes of recalc time, solely for the larger convenience of table updates.

--- In smf_addin@yahoogroups.com, "V. Shankar" <tarakayan@...> wrote:
>
> why not use smfPricesBetween to get 52w hi&Lo with corresponding dates?
>
>
>
> >________________________________
> > From: Randy Harmelink <rharmelink@...>
> >To: smf_addin@yahoogroups.com
> >Sent: Sunday, February 19, 2012 11:47 PM
> >Subject: Re: [smf_addin] Re: smfPricesBetween() as Array Formula
> >
> >
> > 
> >The only sources I know of for 52-week high and low with dates all need to be retrieved ticker by ticker.
> >
> >Instead of TODAY(), I usually use something like:
> >
> >=RCHGetYahooQuotes("SPY","d1")
> >
> >...as that should get me the last trading date of the market.
> >
> >
> >On Sun, Feb 19, 2012 at 9:51 AM, rjemery7 <rjemery@...> wrote:
> >
> >What do you recommend instead?
> >>
> >>The 52-week high and low can be retrieved using RCHGetYahooQuotes(), but not the corresponding dates.
> >>
> >>Also, what alternative do I have other than using TODAY()?
> >>
> >
> >
> >
> >
>

3a.

Re: PM-CF-EPS Trend 1.0

Posted by: "sivamarkandu@rogers.com" sivamarkandu@rogers.com   sivamarkandu@rogers.com

Sun Feb 19, 2012 7:21 am (PST)



Hi Randy,

Very appreciative of your effort to help us out with the spreadsheet for margin calculation.

I am using the files `PM-CF-EPS Trend 1.0' along with `RCH_Stock_Market_Functions'

For most of the stocks, It displays calculated data and the related charts properly. But for some stock symbols such as CXO, CCJ, RAX etc, It shows `error' from rows 9-29.

Could you please advise how to fix it?

thanks a lot.

Siva

3b.

Re: PM-CF-EPS Trend 1.0

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

Sun Feb 19, 2012 7:27 am (PST)



That's not one of my workbooks, so I have no idea what might be wrong...

On Sun, Feb 19, 2012 at 5:37 AM, <sivamarkandu@rogers.com> wrote:

>
> Very appreciative of your effort to help us out with the spreadsheet for
> margin calculation.
>
> I am using the files `PM-CF-EPS Trend 1.0' along with
> `RCH_Stock_Market_Functions'
>
> For most of the stocks, It displays calculated data and the related charts
> properly. But for some stock symbols such as CXO, CCJ, RAX etc, It shows
> `error' from rows 9-29.
>
> Could you please advise how to fix it?
>
4a.

Re: Historical Price Comparison Workbook - Google docs version

Posted by: "Kermit W. Prather" kermitp@tampabay.rr.com   kermitpra

Sun Feb 19, 2012 7:45 am (PST)



Very nice, any chance you might convert the spreadsheet to use the
SMF-Addin? Then share it with the group.

In 2010 I created a trading strategy using High Yield dividend stocks and
published it in early 2011.

I found trading the high yield stocks based on my trading strategy a lot
more profitable than a buy & hold and capturing the dividends. But then I am
a short term trader.

It is interesting that you use CMO in your blog example, as it is one of the
final 14 stocks used backtesting in my trading strategy.

Kermit

-----Original Message-----
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
Of bobsledproductions
Sent: Saturday, February 18, 2012 5:54 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Historical Price Comparison Workbook - Google docs
version

If you're interested I put together a simple historical price comparison
workbook in google docs. Search for the template here:

https://docs.google.com/templates?q=historical+price+comparison&type=spreads
heets&sort=hottest&view=public

I also blogged about the steps in creating the sheet here:

http://justspreadsheets.blogspot.com/2012/02/charting-dividend-stocks.html

Within the workbook I created a simple chart comparison between stocks with
and without reinvested dividends. Far too many charts just show pricing
data, and if you invest in high yielding stocks as I do, the charts you get
don't do them justice.

------------------------------------

Yahoo! Groups Links

4b.

Re: Historical Price Comparison Workbook - Google docs version

Posted by: "lulsh@sbcglobal.net" lulsh@sbcglobal.net   lulsh@sbcglobal.net

Sun Feb 19, 2012 10:12 am (PST)



Is your strategy still published? Thanks
Larry Ulsh

-----Original Message-----
From: "Kermit W. Prather" <kermitp@tampabay.rr.com>
Sender: smf_addin@yahoogroups.com
Date: Sun, 19 Feb 2012 10:45:12
To: <smf_addin@yahoogroups.com>
Reply-To: smf_addin@yahoogroups.com
Subject: RE: [smf_addin] Historical Price Comparison Workbook - Google docs version

Very nice, any chance you might convert the spreadsheet to use the
SMF-Addin? Then share it with the group.

In 2010 I created a trading strategy using High Yield dividend stocks and
published it in early 2011.

I found trading the high yield stocks based on my trading strategy a lot
more profitable than a buy & hold and capturing the dividends. But then I am
a short term trader.

It is interesting that you use CMO in your blog example, as it is one of the
final 14 stocks used backtesting in my trading strategy.

Kermit

-----Original Message-----
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
Of bobsledproductions
Sent: Saturday, February 18, 2012 5:54 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Historical Price Comparison Workbook - Google docs
version

If you're interested I put together a simple historical price comparison
workbook in google docs. Search for the template here:

https://docs.google.com/templates?q=historical+price+comparison&type=spreads
heets&sort=hottest&view=public

I also blogged about the steps in creating the sheet here:

http://justspreadsheets.blogspot.com/2012/02/charting-dividend-stocks.html

Within the workbook I created a simple chart comparison between stocks with
and without reinvested dividends. Far too many charts just show pricing
data, and if you invest in high yielding stocks as I do, the charts you get
don't do them justice.



------------------------------------

Yahoo! Groups Links




4c.

Re: Historical Price Comparison Workbook - Google docs version

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

Sun Feb 19, 2012 10:40 am (PST)

[Attachment(s) from dguillett1 included below]

Some of you might like this which uses Yahoo and excel external query. Opening date is set to today. Change either date as desired, select interval, select adjusted close or actual close. To chart total or individual stock,click on the symbol in the title bar.
I have just added the line chart for each page to compare only comparable shortest period, as desired. Let me know if questions.

Don Guillett
SalesAid Software
dguillett1@gmail.com

From: Kermit W. Prather
Sent: Sunday, February 19, 2012 9:45 AM
To: smf_addin@yahoogroups.com
Subject: RE: [smf_addin] Historical Price Comparison Workbook - Google docs version

Very nice, any chance you might convert the spreadsheet to use the
SMF-Addin? Then share it with the group.

In 2010 I created a trading strategy using High Yield dividend stocks and
published it in early 2011.

I found trading the high yield stocks based on my trading strategy a lot
more profitable than a buy & hold and capturing the dividends. But then I am
a short term trader.

It is interesting that you use CMO in your blog example, as it is one of the
final 14 stocks used backtesting in my trading strategy.

Kermit

-----Original Message-----
From: mailto:smf_addin%40yahoogroups.com [mailto:mailto:smf_addin%40yahoogroups.com] On Behalf
Of bobsledproductions
Sent: Saturday, February 18, 2012 5:54 PM
To: mailto:smf_addin%40yahoogroups.com
Subject: [smf_addin] Historical Price Comparison Workbook - Google docs
version

If you're interested I put together a simple historical price comparison
workbook in google docs. Search for the template here:

https://docs.google.com/templates?q=historical+price+comparison&type=spreads
heets&sort=hottest&view=public

I also blogged about the steps in creating the sheet here:

http://justspreadsheets.blogspot.com/2012/02/charting-dividend-stocks.html

Within the workbook I created a simple chart comparison between stocks with
and without reinvested dividends. Far too many charts just show pricing
data, and if you invest in high yielding stocks as I do, the charts you get
don't do them justice.

------------------------------------

Yahoo! Groups Links

Attachment(s) from dguillett1

1 of 1 File(s)

5a.

Mutual Fund Returns and Risk

Posted by: "McGinnis" mrpatmcginnis@yahoo.com   mrpatmcginnis

Sun Feb 19, 2012 8:12 am (PST)



I am trying to obtain the 1, 3, 5 and Overall year returns and risk information through my worksheet and the following formula stopped working. Can anyone adivse me how to change it to get it working again?

=RCHGetTableCell"http://quicktake.morningstar.com/FundNet/RatingsAndRisk.aspx?symbol=ticker",1,">Overall")

=RCHGetTableCell"http://quicktake.morningstar.com/FundNet/RatingsAndRisk.aspx?symbol=ticker",2,">Overall")

You can change the overall to a 1, 3 or 5
Thank you,
Pat

5b.

Re: Mutual Fund Returns and Risk

Posted by: "Martin Topper" mtopper@yahoo.com   mtopper

Sun Feb 19, 2012 10:10 am (PST)



open paren is missing?

________________________________
From: McGinnis <mrpatmcginnis@yahoo.com>
To: smf_addin@yahoogroups.com
Sent: Sunday, February 19, 2012 11:12 AM
Subject: [smf_addin] Mutual Fund Returns and Risk


 
I am trying to obtain the 1, 3, 5 and Overall year returns and risk information through my worksheet and the following formula stopped working. Can anyone adivse me how to change it to get it working again?

=RCHGetTableCell"http://quicktake.morningstar.com/FundNet/RatingsAndRisk.aspx?symbol=ticker",1,">Overall")

=RCHGetTableCell"http://quicktake.morningstar.com/FundNet/RatingsAndRisk.aspx?symbol=ticker",2,">Overall")

You can change the overall to a 1, 3 or 5
Thank you,
Pat

5c.

Re: Mutual Fund Returns and Risk

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

Sun Feb 19, 2012 10:28 am (PST)



The problem is that those web pages don't exist any more. And the
replacement page is dynamically generated, so the add-in can't extract
its data. However, you can get the data from the mutual fund print
report:

=RCHGetTableCell("http://quicktake.morningstar.com/fundnet/printreport.a\
spx?symbol=VFINX
",1,"Trailing Total Returns","1-Year")
=RCHGetTableCell("http://quicktake.morningstar.com/fundnet/printreport.a\
spx?symbol=VFINX
",1,"Trailing Total Returns","3-Year")
=RCHGetTableCell("http://quicktake.morningstar.com/fundnet/printreport.a\
spx?symbol=VFINX
",1,"Trailing Total Returns","5-Year")

Or, you could just use the defined elements:

=RCHGetElementNumber(Ticker,4893)
=RCHGetElementNumber(Ticker,4894)
=RCHGetElementNumber(Ticker,4895)

On Sun, Feb 19, 2012 at 9:12 AM, McGinnis <mrpatmcginnis@yahoo.com>
wrote:
I am trying to obtain the 1, 3, 5 and Overall year returns and risk
information through my worksheet and the following formula stopped
working. Can anyone adivse me how to change it to get it working again?

=RCHGetTableCell"http://quicktake.morningstar.com/FundNet/RatingsAndRisk\
.aspx?symbol=ticker

<http://quicktake.morningstar.com/FundNet/RatingsAndRisk.aspx?symbol=tic\
ker
> ",1,">Overall")

=RCHGetTableCell"http://quicktake.morningstar.com/FundNet/RatingsAndRisk\
.aspx?symbol=ticker

<http://quicktake.morningstar.com/FundNet/RatingsAndRisk.aspx?symbol=tic\
ker
> ",2,">Overall")

You can change the overall to a 1, 3 or 5

5d.

Re: Mutual Fund Returns and Risk

Posted by: "McGinnis Patrick" mrpatmcginnis@yahoo.com   mrpatmcginnis

Sun Feb 19, 2012 4:17 pm (PST)



Where does the beginning paren go?

________________________________
From: Martin Topper <mtopper@yahoo.com>
To: "smf_addin@yahoogroups.com" <smf_addin@yahoogroups.com>
Sent: Sunday, February 19, 2012 1:10 PM
Subject: Re: [smf_addin] Mutual Fund Returns and Risk

 
open paren is missing?

________________________________
From: McGinnis <mrpatmcginnis@yahoo.com>
To: smf_addin@yahoogroups.com
Sent: Sunday, February 19, 2012 11:12 AM
Subject: [smf_addin] Mutual Fund Returns and Risk

 
I am trying to obtain the 1, 3, 5 and Overall year returns and risk information through my worksheet and the following formula stopped working. Can anyone adivse me how to change it to get it working again?

=RCHGetTableCell"http://quicktake.morningstar.com/FundNet/RatingsAndRisk.aspx?symbol=ticker",1,">Overall")

=RCHGetTableCell"http://quicktake.morningstar.com/FundNet/RatingsAndRisk.aspx?symbol=ticker",2,">Overall")

You can change the overall to a 1, 3 or 5
Thank you,
Pat

6a.

MSN Money 10 year summary sometimes out of chrono. order

Posted by: "gsr2588" generivard@gmail.com   gsr2588

Sun Feb 19, 2012 10:46 am (PST)



I've been using the RCHGetElementNumber function to pull the 10 yr summary income statements and balance sheets from MSN Money.

Recently it appears that MSN is not handling the case well when the month in which the FY ends changes somewhere during the 10 year summary period. (See JOYG or CRI for a couple of examples). In these cases, they seem to present the data in "Z to A" order, but using the month as the first sort rather than the year. They should obviously (in my view) fix that.

But a side effect is it looks like the GetElement function, in this case, is not associating the financial data with the correct fiscal period.

I guess my question is can the GetElement function (at some point)be changed to deal with this case, in the event MSN Money does not address it ?

Thank you,
Gene Rivard

6b.

Re: MSN Money 10 year summary sometimes out of chrono. order

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

Sun Feb 19, 2012 11:11 am (PST)



Sorry, but for the RCHGetElementNumber() function, the add-in just extracts
things based on relative position. If you need to resort things, you'd need
to do it after the data was extracted...

It's definitely something that MSN should be addressing.

The really odd thing is that their 10-year summary of ratios DOES have the
years sorted correctly:

http://investing.money.msn.com/investments/key-ratios?symbol=joy&page=TenYearSummary

On Sun, Feb 19, 2012 at 11:46 AM, gsr2588 <generivard@gmail.com> wrote:

> I've been using the RCHGetElementNumber function to pull the 10 yr summary
> income statements and balance sheets from MSN Money.
>
> Recently it appears that MSN is not handling the case well when the month
> in which the FY ends changes somewhere during the 10 year summary period.
> (See JOYG or CRI for a couple of examples). In these cases, they seem to
> present the data in "Z to A" order, but using the month as the first sort
> rather than the year. They should obviously (in my view) fix that.
>
> But a side effect is it looks like the GetElement function, in this case,
> is not associating the financial data with the correct fiscal period.
>
> I guess my question is can the GetElement function (at some point)be
> changed to deal with this case, in the event MSN Money does not address it ?
>
6c.

Re: MSN Money 10 year summary sometimes out of chrono. order

Posted by: "gsr2588" generivard@gmail.com   gsr2588

Sun Feb 19, 2012 11:54 am (PST)





Thanks for the quick reply. So the strange part is that they present the data correctly within each row, the rows are just out of order. In JOY's case, Date FY1 (param 153) shows as 10/11, and Sales FY1 (param 293) shows as 1.19B. But yet based on relative position, it seems that FY1 should have showed up as 11/03 (to align with the 1.19B). So it doesn't seem sorting could fix anything, as there would be no way to know when FY1 is lined up correctly, and when it wasn't. Does that make any sense ?
Thanks...

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Sorry, but for the RCHGetElementNumber() function, the add-in just extracts
> things based on relative position. If you need to resort things, you'd need
> to do it after the data was extracted...
>
> It's definitely something that MSN should be addressing.
>
> The really odd thing is that their 10-year summary of ratios DOES have the
> years sorted correctly:
>
> http://investing.money.msn.com/investments/key-ratios?symbol=joy&page=TenYearSummary
>
> On Sun, Feb 19, 2012 at 11:46 AM, gsr2588 <generivard@...> wrote:
>
> > I've been using the RCHGetElementNumber function to pull the 10 yr summary
> > income statements and balance sheets from MSN Money.
> >
> > Recently it appears that MSN is not handling the case well when the month
> > in which the FY ends changes somewhere during the 10 year summary period.
> > (See JOYG or CRI for a couple of examples). In these cases, they seem to
> > present the data in "Z to A" order, but using the month as the first sort
> > rather than the year. They should obviously (in my view) fix that.
> >
> > But a side effect is it looks like the GetElement function, in this case,
> > is not associating the financial data with the correct fiscal period.
> >
> > I guess my question is can the GetElement function (at some point)be
> > changed to deal with this case, in the event MSN Money does not address it ?
> >
>

6d.

Re: MSN Money 10 year summary sometimes out of chrono. order

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

Sun Feb 19, 2012 12:53 pm (PST)



Element #153 comes from the 10-year summary table of the ratios, so it *is*
in the correct order. However, the 10-year summary of amounts appears to be
in a different order. It's dates are not defined as elements (as they
SHOULD be redundant to those on the ratios table). But you could retrieve
the dates from the amounts table and line them up...

On Sun, Feb 19, 2012 at 12:54 PM, gsr2588 <generivard@gmail.com> wrote:

>
> Thanks for the quick reply. So the strange part is that they present the
> data correctly within each row, the rows are just out of order. In JOY's
> case, Date FY1 (param 153) shows as 10/11, and Sales FY1 (param 293) shows
> as 1.19B. But yet based on relative position, it seems that FY1 should
> have showed up as 11/03 (to align with the 1.19B). So it doesn't seem
> sorting could fix anything, as there would be no way to know when FY1 is
> lined up correctly, and when it wasn't. Does that make any sense ?
> Thanks...
>
7.

Error while saving the file

Posted by: "bmshah77" bmshah77@yahoo.com   bmshah77

Sun Feb 19, 2012 3:48 pm (PST)



Hello,

Has anybody seen the following error. I am using the Quick Stock Checkup
excel sheet and any time I try to save the file I get the following
error. Even a save as doesn't work. One thing that is curious about this
error is that the last portion highlighted changes every time I try to
do a save. The rest of the path stays the same. Has anyone seen an error
like this before. I am using Office 2010 on a win7 machine.

8a.

Problems with smfpricesbetween

Posted by: "curls07" agc11d@gmail.com   curls07

Sun Feb 19, 2012 7:23 pm (PST)



Hey guys,

I am trying to use smfpricesbetween to get year-to-date returns for a selected group of stocks, but the value that the function is returning is obviously incorrect.

Even with the function in the documentation,

=smfPricesBetween("IBM",DATE(2007,1,1),DATE(2007,12,31))

i still cannot calculate a return YTD return. (the value returned is 39,085%.)

anyone else having similar trouble?

thanks

8b.

Re: Problems with smfpricesbetween

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

Sun Feb 19, 2012 8:11 pm (PST)



You need to array-enter the formula over a range -- it returns 10
different items. The first item is the first trading date within your
range -- 39085 in this case (which when formatted as a date is
2007-01-03).

Here's what I get:

Open Date Open Price High Date High Price Low Date Low Price Close Date
Close Price Volume Previous Close ROI 2007-01-03 $88.76 2007-10-11
$112.09 2007-03-01 $81.31 2007-12-31 $100.12 2019185700 $88.73 12.8%
I added the "ROI" column myself, to do the computation of the percentage
return (i.e. "Close Price" vs "Previous Close").

However, if you really don't need the open/high/low and dates, I would
just use this array-entered function:

=smfPricesByDates("IBM","12/31/2006","12/31/2007")

...which just gets you those two adjusted closing prices, and then
calculate the ROI from them. It would be the same two values above.

On Sun, Feb 19, 2012 at 8:23 PM, curls07 <agc11d@gmail.com> wrote:

I am trying to use smfpricesbetween to get year-to-date returns for a
selected group of stocks, but the value that the function is returning
is obviously incorrect.

Even with the function in the documentation,

=smfPricesBetween("IBM",DATE(2007,1,1),DATE(2007,12,31))

i still cannot calculate a return YTD return. (the value returned is
39,085%.)

anyone else having similar trouble?

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