Rabu, 28 Maret 2012

[smf_addin] Digest Number 2159

Messages In This Digest (10 Messages)

Messages

1a.

Fundamental Data Download

Posted by: "Greg Gazurian" greg.gazurian@gmail.com   gmunz9

Tue Mar 27, 2012 9:32 am (PDT)



Hi, Newbie here.

Just installed Add-in. Will read documentation asap.

I am trying to download from a list of stock symbols fundamental data.
Specifically, a list like components of Russell 3000 index and data like
current ratio, beta and market cap.

The idea is to make a fundamental screen to filter out stocks to a smaller
manageable number. Then I will look at price history.

Any ideas of suggestions where to start?
1b.

Re: Fundamental Data Download

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

Tue Mar 27, 2012 9:40 am (PDT)



Please DO NOT do that, at least getting the data ticker by ticker. IMO,
it's an abuse of the free data sources. Besides, the add-in won't do it.
It's limited to grabbing data from 1000 web pages per "session" (see the
smfForceRecalculation items in the "Links" area of the group for more
info). You should screen the data FIRST, then use the add-in to get more
detailed information on the small set of remaining stocks.

Having said that, you CAN export the results of screens from FinViz or
Zacks or StockScreen123, basically getting the basic data for all of the
stocks in one Internet access. FinViz screening results can easily be
grabbed by the add-in -- see the FinViz entry in the "Links" area of the
group.

By the way, you should note that "beta" means different things to different
sources -- the most common definitions are based on 1-year, 3-year, and
5-year time frames. So if you compare them, they can be vastly different.

On Tue, Mar 27, 2012 at 9:26 AM, Greg Gazurian <greg.gazurian@gmail.com>wrote:

>
> Just installed Add-in. Will read documentation asap.
>
> I am trying to download from a list of stock symbols fundamental data.
> Specifically, a list like components of Russell 3000 index and data like
> current ratio, beta and market cap.
>
> The idea is to make a fundamental screen to filter out stocks to a smaller
> manageable number. Then I will look at price history.
>
> Any ideas of suggestions where to start?
>
2a.

New to group - just want to say, "THANKS!"

Posted by: "analyst101010" jfgilmore@gmail.com   analyst101010

Tue Mar 27, 2012 9:47 am (PDT)



Hey there,

Have been using the add-in now for a few months; all I can say is, "Where were you when I was on wall st!!!?! WHY??! The wasted hours!! The pain! I might have kept my job if i'd had this!!?"

No, seriously = this thing is super awesome. I have been experimenting building/modifying templates to do specific tasks, and they all make my life MUCH easier. You know you're a confirmed number-monkey-geek when you impress your friends with your *spreadsheet models*. Clients love it too.

I have noticed that the array-type functions seem to be snappier and less likely to make Excel hangup than the single-function (RCHgetelementnumber) codes. Also, I sometimes am running both Excel 2003 and 2007 at the same time, and there appear to be differences in how they handle the sheets I build (2003 has to 'convert'?) Any info out there on what aspects/functions are most likely to lock up Excel? My brother seems to make Excel lock up and crash every time he plays with the sheets, but I blame him, not the plug.

Anyways, Thanks all!

John

2b.

Re: New to group - just want to say, "THANKS!"

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

Tue Mar 27, 2012 9:57 am (PDT)



That's because the array-entered RCHGetYahooQuotes() is actually retrieving
a CSV file from Yahoo. That CSV file can contain multiple data items on up
to 200 different ticker symbols, all retrieved in a single Internet access.
But if you use RCHGetElementNumber(), it has to retrieve each unique web
page for the desired information. So, even if you were after a single data
item for each of those 200 stocks, it would need to access the Internet 200
times. That can create a bit of a delay in data retrieval.

FinViz is another source that can be good for getting multiple data items
for multiple stocks, all in one Internet access. Check out the FinViz entry
in the "Links" area of the group for more info.

I find I "lock up" far less often with EXCEL 2007 than I did with EXCEL
2002. When I "lock up" now, it's usually because one ore more of the web
sites I'm accessing is slow or non-responsive. If non-responsive, the web
page retrieval has to "time out" before it can go on to the next one. That
can take a LONG time if the non-responsive web site is being used on a
number of stocks.

Even when not doing add-in related processing, I find EXCEL 2007 crashes
far less often then EXCEL 2002 did. But it could also have something to do
with the fact I got EXCEL 2007 when I got a new computer, so maybe more
memory or something else outside of EXCEL is what is causing fewer crashes.

On Tue, Mar 27, 2012 at 9:43 AM, analyst101010 <jfgilmore@gmail.com> wrote:

>
> I have noticed that the array-type functions seem to be snappier and less
> likely to make Excel hangup than the single-function (RCHgetelementnumber)
> codes. Also, I sometimes am running both Excel 2003 and 2007 at the same
> time, and there appear to be differences in how they handle the sheets I
> build (2003 has to 'convert'?) Any info out there on what
> aspects/functions are most likely to lock up Excel? My brother seems to
> make Excel lock up and crash every time he plays with the sheets, but I
> blame him, not the plug.
>
2c.

Re: New to group - just want to say, "THANKS!"

Posted by: "analyst101010" jfgilmore@gmail.com   analyst101010

Tue Mar 27, 2012 11:31 am (PDT)



Thanks Randy!

I'll check out the FinViz info too = I use that site daily for screening, one of my favorite tools out there. Glad you included it!

John

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> That's because the array-entered RCHGetYahooQuotes() is actually retrieving
> a CSV file from Yahoo. That CSV file can contain multiple data items on up
> to 200 different ticker symbols, all retrieved in a single Internet access.
> But if you use RCHGetElementNumber(), it has to retrieve each unique web
> page for the desired information. So, even if you were after a single data
> item for each of those 200 stocks, it would need to access the Internet 200
> times. That can create a bit of a delay in data retrieval.
>
> FinViz is another source that can be good for getting multiple data items
> for multiple stocks, all in one Internet access. Check out the FinViz entry
> in the "Links" area of the group for more info.
>
> I find I "lock up" far less often with EXCEL 2007 than I did with EXCEL
> 2002. When I "lock up" now, it's usually because one ore more of the web
> sites I'm accessing is slow or non-responsive. If non-responsive, the web
> page retrieval has to "time out" before it can go on to the next one. That
> can take a LONG time if the non-responsive web site is being used on a
> number of stocks.
>
> Even when not doing add-in related processing, I find EXCEL 2007 crashes
> far less often then EXCEL 2002 did. But it could also have something to do
> with the fact I got EXCEL 2007 when I got a new computer, so maybe more
> memory or something else outside of EXCEL is what is causing fewer crashes.
>
> On Tue, Mar 27, 2012 at 9:43 AM, analyst101010 <jfgilmore@...> wrote:
>
> >
> > I have noticed that the array-type functions seem to be snappier and less
> > likely to make Excel hangup than the single-function (RCHgetelementnumber)
> > codes. Also, I sometimes am running both Excel 2003 and 2007 at the same
> > time, and there appear to be differences in how they handle the sheets I
> > build (2003 has to 'convert'?) Any info out there on what
> > aspects/functions are most likely to lock up Excel? My brother seems to
> > make Excel lock up and crash every time he plays with the sheets, but I
> > blame him, not the plug.
> >
>

3.1.

New file uploaded to smf_addin

Posted by: "smf_addin@yahoogroups.com" smf_addin@yahoogroups.com

Tue Mar 27, 2012 10:51 am (PDT)




Hello,

This email message is a notification to let you know that
a file has been uploaded to the Files area of the smf_addin
group.

File : /Uploads by forum members/Money making worksheets/Barchart What Not1.xlsm
Uploaded by : digsupply <picsound@gmail.com>
Description : Today's gainers and losers. Top and bottom performing stocks from Barchart in combination with RCHGetYahooQuotes function

You can access this file at the URL:
http://groups.yahoo.com/group/smf_addin/files/Uploads%20by%20forum%20members/Money%20making%20worksheets/Barchart%20What%20Not1.xlsm

To learn more about file sharing for your group, please visit:
http://help.yahoo.com/l/us/yahoo/groups/original/members/web/index.html
Regards,

digsupply <picsound@gmail.com>


4a.

1 Changed my e-mail  2 Links Example 9.2 does not always run

Posted by: "leif_85" leif_85@yahoo.com   leif_85

Tue Mar 27, 2012 11:14 am (PDT)



Hi Randy and all,

I noticed lately, that my freemail account (gondoliere2@web.de) does not work any longer, i.e. I can not read incoming messages. They want to force me into subscription.
My new membership email for smf group now is "leif_85@yahoo.com"
I apologize to all who sent me a mail that was not answered.

I tried Example 9.2 from the LINKS collection, this code:

Sub Test()
Dim sItems As String
Dim oCell As Range
sItems = "D"
For Each oCell In [B4:Z4]
If oCell.Value2 = "" Then Exit For
Range(oCell.Offset(1, 0), oCell.Offset(1000, 0)) = RCHGetYahooHistory(oCell.Value2, pResort:=1, pItems:=sItems, pDim1:=1000, pDim2:=1)
sItems = "A"
Next oCell
End Sub

When using it in a new worksheet, all worked perfectly. Yet when I tried to put it in an existing worksheet, which also worked, got an error window saying:

Compile error:

=RCHGetYahooHistory

Function not defined

4b.

Re: 1 Changed my e-mail 2 Links Example 9.2 does not always run

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

Tue Mar 27, 2012 12:52 pm (PDT)



Sounds like you missed a crucial step in the message:

*5. Use menu option > Tools > References and check the box in front of the
"RCH_Stock_Market_Functions" reference library.*

None of the add-in functions are available to your VBA project until you
set up the add-in as a reference library for the VBA project.

On Tue, Mar 27, 2012 at 11:14 AM, leif_85 <leif_85@yahoo.com> wrote:

>
> I tried Example 9.2 from the LINKS collection, this code:
>
> Sub Test()
> Dim sItems As String
> Dim oCell As Range
> sItems = "D"
> For Each oCell In [B4:Z4]
> If oCell.Value2 = "" Then Exit For
> Range(oCell.Offset(1, 0), oCell.Offset(1000, 0)) =
> RCHGetYahooHistory(oCell.Value2, pResort:=1, pItems:=sItems, pDim1:=1000,
> pDim2:=1)
> sItems = "A"
> Next oCell
> End Sub
>
> When using it in a new worksheet, all worked perfectly. Yet when I tried
> to put it in an existing worksheet, which also worked, got an error window
> saying:
>
> Compile error:
>
> =RCHGetYahooHistory
>
> Function not defined
>
5.

Worked on importing Yahoo finance data... No more!

Posted by: "Paul Skayman" pskayman98@yahoo.com   pskayman98

Tue Mar 27, 2012 10:09 pm (PDT)



Randy,

Many thanks for your SMF Add-In. I've been wrestling with Excel data import and Yahoo finance data for some time. My Yahoo web page would load but the finance portion was temperamental. Sometimes it would load and sometimes it would only load a 'generic' portfolio.

I downloaded your Add-In and was quickly able to organize a set of formulas that automatically update (F9) latest stock prices very quickly and efficiently.

Again - many thanks..

Paul.

6a.

Re: isin code - yahoo quotes

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

Tue Mar 27, 2012 10:09 pm (PDT)



Hi!

Can you kindly provide more information about how to do so using RCHGetYahooQuotes? I find that using RCHGetYahooQuotes by default you are using the yahoo service and thus, you need to use the yahoo symbol. In some cases, they do recognize Reuters RICS but not always.

Please advice.

Regards,

Victor

--- In smf_addin@yahoogroups.com, "prosuite2000i" <prosuite2000i@...> wrote:
>
> >You have to retrieve the information one stock at a time
>
> You can do bulk conversions from RIC to ISIN using RCHGetYahooQuotes. Bulk conversion upto 200 Tickers per request.
>
> To do so, you must use one of these PServerID ("de.old", "es.old", "fr.old" ie any european server) and set PItems to "i7". There is an extra space after each ISIN that you need to remove.
>
> For ISIN to RIC conversion, use "s" as PItems.
>

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