Jumat, 16 Maret 2012

[smf_addin] Digest Number 2148

Messages In This Digest (10 Messages)

Messages

1a.

Re: Use page that requires login?

Posted by: "Craig" craig.sander@comcast.net   c1sander

Thu Mar 15, 2012 9:03 am (PDT)



Randy,

Sorry to bug you again on this one, but my spreadsheet still does not seem to be purging the old copy and updating. I used the smfGetTagContent forumula you suggested. It only works the first time I input it or when I close and open excel. The sheet is recalculating each time I use smfForceRecalculation (it changes the result of a random number formula), but it doesn't change the result of the smfGetTagContent formula. The "Trust access to VBA Project model" box is checked. (I'm using Excel 2007 instead of 2010 anyway.) Can you think of anything else that would be causing this.

Craig

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Did you read the two smfForceRecalculation items in the "Links" area of the
> group, as I suggested? They discuss the possible situations you're running
> into.
>
> When I use this formula to get the last traded time of the underlying
> equity:
>
> =smfGetTagContent("
> https://us.etrade.com/e/t/investingandtrading/optionsnapshot_p?content=3&ochain=1&prod=AAPL--120519P00560000:CINC:OPTN","div",-1,"
> as of "," as of ")
>
> ...it does update when I use smfForceRecalculation. From what I see,
> though, I suspect the delayed quote on the underlying isn't changed
> continuously. On the delayed quotes, it may only be updated once per minute
> or so.
>
> The other thing to do is use the URL from the function in the EXCEL Web
> Query dialog, to see if you are getting real-time or delayed quotes there.
> That will tell you whether you are logged in properly for the add-in to get
> real-time quotes. The keyboard shortcut is alt+d+d+w
>
> Putting the formula in a new workbook won't change anything -- you're still
> dealing with the same copy of the add-in, and its same saved copy of the
> web page. Closing EXCEL and restarting EXCEL should have the same result as
> smfForceRecalculation -- the add-in saved area is reset, and a new copy of
> the web page is retrieved.
>
> On Wed, Mar 14, 2012 at 9:42 AM, Craig <craig.sander@...> wrote:
>
> >
> > I haven't been able to get real-time quotes from Etrade, even when I try
> > smfforcerecalculation. It just doesn't seem to want to recalculate.
> > However, I do have another clue as to what is going on. Even when I don't
> > sign in and just try to get delayed quotes, they don't update. Here is the
> > formula that I am using for a test:
> >
> > =RCHGetTableCell("
> > https://us.etrade.com/e/t/investingandtrading/optionsnapshot_p?content=3&ochain=1&prod=AAPL--120519P00560000:CINC:OPTN",3,"Underlying
> > Quote",,,,2)
> >
> > This gives the price of the underlying stock for the option, which changes
> > frequently so you can tell if it is being updated. It seems that it only
> > gives me new (delayed) information the first time I enter the formula.
> > When I force the recalculation it doesn't change. I can even open a new
> > spreadsheet (without closing down Excel) and copy in the formula and it
> > still gives me the same answer. If I close Excel, reopen it, and then
> > enter the formula in a new sheet I do get updated information.
> >
> > Any ideas?
> >
>

1b.

Re: Use page that requires login?

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

Thu Mar 15, 2012 9:17 am (PDT)



Did you check your Internet Options to make sure you are getting new
content every time the web page is visited?

On Thu, Mar 15, 2012 at 9:03 AM, Craig <craig.sander@comcast.net> wrote:

>
> Sorry to bug you again on this one, but my spreadsheet still does not seem
> to be purging the old copy and updating. I used the smfGetTagContent
> forumula you suggested. It only works the first time I input it or when I
> close and open excel. The sheet is recalculating each time I use
> smfForceRecalculation (it changes the result of a random number formula),
> but it doesn't change the result of the smfGetTagContent formula. The
> "Trust access to VBA Project model" box is checked. (I'm using Excel 2007
> instead of 2010 anyway.) Can you think of anything else that would be
> causing this.
>
1c.

Re: Use page that requires login?

Posted by: "Craig" craig.sander@comcast.net   c1sander

Thu Mar 15, 2012 5:28 pm (PDT)



Randy,

Sorry to bug you again on this one, but my spreadsheet still does not seem to be purging the old copy and updating. I used the smfGetTagContent forumula you suggested. It only works the first time I input it or when I close and open excel. The sheet is recalculating each time I use smfForceRecalculation (it changes the result of a random number formula), but it doesn't change the result of the smfGetTagContent formula. The "Trust access to VBA Project model" box is checked. (I'm using Excel 2007 instead of 2010 anyway.) Can you think of anything else that would be causing this.

Craig

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Did you read the two smfForceRecalculation items in the "Links" area of the
> group, as I suggested? They discuss the possible situations you're running
> into.
>
> When I use this formula to get the last traded time of the underlying
> equity:
>
> =smfGetTagContent("
> https://us.etrade.com/e/t/investingandtrading/optionsnapshot_p?content=3&ochain=1&prod=AAPL--120519P00560000:CINC:OPTN","div",-1,"
> as of "," as of ")
>
> ...it does update when I use smfForceRecalculation. From what I see,
> though, I suspect the delayed quote on the underlying isn't changed
> continuously. On the delayed quotes, it may only be updated once per minute
> or so.
>
> The other thing to do is use the URL from the function in the EXCEL Web
> Query dialog, to see if you are getting real-time or delayed quotes there.
> That will tell you whether you are logged in properly for the add-in to get
> real-time quotes. The keyboard shortcut is alt+d+d+w
>
> Putting the formula in a new workbook won't change anything -- you're still
> dealing with the same copy of the add-in, and its same saved copy of the
> web page. Closing EXCEL and restarting EXCEL should have the same result as
> smfForceRecalculation -- the add-in saved area is reset, and a new copy of
> the web page is retrieved.
>
> On Wed, Mar 14, 2012 at 9:42 AM, Craig <craig.sander@...> wrote:
>
> >
> > I haven't been able to get real-time quotes from Etrade, even when I try
> > smfforcerecalculation. It just doesn't seem to want to recalculate.
> > However, I do have another clue as to what is going on. Even when I don't
> > sign in and just try to get delayed quotes, they don't update. Here is the
> > formula that I am using for a test:
> >
> > =RCHGetTableCell("
> > https://us.etrade.com/e/t/investingandtrading/optionsnapshot_p?content=3&ochain=1&prod=AAPL--120519P00560000:CINC:OPTN",3,"Underlying
> > Quote",,,,2)
> >
> > This gives the price of the underlying stock for the option, which changes
> > frequently so you can tell if it is being updated. It seems that it only
> > gives me new (delayed) information the first time I enter the formula.
> > When I force the recalculation it doesn't change. I can even open a new
> > spreadsheet (without closing down Excel) and copy in the formula and it
> > still gives me the same answer. If I close Excel, reopen it, and then
> > enter the formula in a new sheet I do get updated information.
> >
> > Any ideas?
> >
>

2a.

Continued Add-In Problems

Posted by: "nlavery" toby.avery@gmail.com   nlavery

Thu Mar 15, 2012 12:59 pm (PDT)



I continue to have trouble using the add-in with my new Win 7 laptop.

I set up the add-in in C:\Program Files\SMF Add-In, and the download ("Save As") various templates and examples. But when I open the files and try to "edit links" and "change source" as advised earlier, I get an error message that says:

"MS Office cannot find (for example) RCHGetHTML on RCH_Stock_Market_Functions.xla. There are two possible reasons:

o The name you specified may not exist
o The name you specified is not defined as something other than a rectangular reference (huh?)

Check the name and try again."

Any further suggestions??

Thanks.........Toby

2b.

Re: Continued Add-In Problems

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

Thu Mar 15, 2012 1:45 pm (PDT)



Take a look at the "Links" area of the Yahoo group -- the item on "Location
Errors". In my experience, the "Edit Links" process of EXCEL is not the
best way to handle the location errors. It has inconsistent results between
different versions of EXCEL.

On Thu, Mar 15, 2012 at 12:59 PM, nlavery <toby.avery@gmail.com> wrote:

> I continue to have trouble using the add-in with my new Win 7 laptop.
>
> I set up the add-in in C:\Program Files\SMF Add-In, and the download
> ("Save As") various templates and examples. But when I open the files and
> try to "edit links" and "change source" as advised earlier, I get an error
> message that says:
>
> "MS Office cannot find (for example) RCHGetHTML on
> RCH_Stock_Market_Functions.xla. There are two possible reasons:
>
> o The name you specified may not exist
> o The name you specified is not defined as something other than a
> rectangular reference (huh?)
>
> Check the name and try again."
>
> Any further suggestions??
>
3a.

Re: Retrieveing Bond Fund Data

Posted by: "Joel" joel.andrews@lpl.com   joelfp2000

Thu Mar 15, 2012 2:51 pm (PDT)



Randy,

Thank you so much for the input on this. I am also looking for the Average Weighted Coupon and hte Average Weighted Price. Do you have any suggestions on how to obtain that information? It is located at morningstar \ funds \ portfolio and is on the print page.

Thanks in advance!

Joel

--- In smf_addin@yahoogroups.com, "addison.ingle" <addison.ingle@...> wrote:
>
> Please, where do I send the donation? This is fantastic!
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@> wrote:
> >
> > The problem is that the URL you are using is a web page with dynamically
> > generated data, so there is nothing within the source code of the web page
> > for the add-in to extract.
> >
> > However, they do have a "print report" web page that the data can be pulled
> > from:
> >
> > =RCHGetTableCell("
> > http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=HABDX
> > ",1,">Yield")
> > =RCHGetTableCell("
> > http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=HABDX",1,">Average
> > Eff Duration")
> > =RCHGetTableCell("
> > http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=HABDX",1,">Average
> > Eff Maturity")
> > =RCHGetTableCell("
> > http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=HABDX",1,">Average
> > Credit Quality")
> >
> > On Fri, Feb 24, 2012 at 10:32 AM, addison.ingle <addison.ingle@>wrote:
> >
> > > You bet...
> > >
> > > =RCHGetTableCell("
> > > http://quicktake.morningstar.com/FundNet/Snapshot.aspx?Symbol=HABDX
> > > ",1,"Yield",,,,1,"</table")
> > >
> > > HABDX is the ticker for Harbor Bond Instl.....
> > >
> > > > > I have read #4224 and #6643, as well as the documentation for
> > > > > RCHGetTableCell() function. But, using your comments in #6643 about
> > > how to
> > > > > extract Yield, Avg Eff Duration, Eff Maturity, and Avg credit quality,
> > > I
> > > > > simply get "error".
> > > > >
> > > > > This is my formula for retrieving "Yield", as pulled from the message
> > > > > board:
> > > > >
> > > > > =RCHGetTableCell("
> > > > > http://quicktake.morningstar.com/FundNet/Snapshot.aspx?Symbol=
> > > > > "&$A4,1,"Yield",,,,1,"</table")
> > > > >
> > > > > Any suggestions?
> > >
> >
>

3b.

Re: Retrieveing Bond Fund Data

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

Thu Mar 15, 2012 2:58 pm (PDT)



I'm not familiar with either item and don't see them on that print report...

On Thu, Mar 15, 2012 at 2:51 PM, Joel <joel.andrews@lpl.com> wrote:

>
> Thank you so much for the input on this. I am also looking for the
> Average Weighted Coupon and hte Average Weighted Price. Do you have any
> suggestions on how to obtain that information? It is located at
> morningstar \ funds \ portfolio and is on the print page.
>
3c.

Re: Retrieveing Bond Fund Data

Posted by: "Joel" joel.andrews@lpl.com   joelfp2000

Thu Mar 15, 2012 3:58 pm (PDT)



Randy,
I found that information on the Morningstar website under "funds" and then under "portfolio". This information is valuable in determining if the bond mutual fund is holding assets that are considered overpriced or underpriced compared to par value.

Thanks in advance.

Joel

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> I'm not familiar with either item and don't see them on that print report...
>
> On Thu, Mar 15, 2012 at 2:51 PM, Joel <joel.andrews@...> wrote:
>
> >
> > Thank you so much for the input on this. I am also looking for the
> > Average Weighted Coupon and hte Average Weighted Price. Do you have any
> > suggestions on how to obtain that information? It is located at
> > morningstar \ funds \ portfolio and is on the print page.
> >
>

3d.

Re: Retrieveing Bond Fund Data

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

Thu Mar 15, 2012 7:24 pm (PDT)



Try:

=RCHGetTableCell("http://portfolios.morningstar.com/fund/summary?t=HABDX",1,"Average
Weighted Coupon")
=RCHGetTableCell("http://portfolios.morningstar.com/fund/summary?t=HABDX",1,"Average
Weighted Price")

On Thu, Mar 15, 2012 at 3:58 PM, Joel <joel.andrews@lpl.com> wrote:

>
> I found that information on the Morningstar website under "funds" and then
> under "portfolio". This information is valuable in determining if the bond
> mutual fund is holding assets that are considered overpriced or underpriced
> compared to par value.
>
3e.

Re: Retrieveing Bond Fund Data

Posted by: "Joel" joel.andrews@lpl.com   joelfp2000

Thu Mar 15, 2012 9:08 pm (PDT)




Awesome! It works great. Thanks so very much! Joel

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Try:
>
> =RCHGetTableCell("http://portfolios.morningstar.com/fund/summary?t=HABDX",1,"Average
> Weighted Coupon")
> =RCHGetTableCell("http://portfolios.morningstar.com/fund/summary?t=HABDX",1,"Average
> Weighted Price")
>
> On Thu, Mar 15, 2012 at 3:58 PM, Joel <joel.andrews@...> wrote:
>
> >
> > I found that information on the Morningstar website under "funds" and then
> > under "portfolio". This information is valuable in determining if the bond
> > mutual fund is holding assets that are considered overpriced or underpriced
> > compared to par value.
> >
>

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