[smf_addin] Digest Number 2219

EXCEL Stock Market Functions Add-in

Messages In This Digest (9 Messages)

1a.

Re: Financial data lag time From: hbeetroot

2.

(no subject) From: Bruce Heil

3a.

Re: RCHGetElementnumber: result all are undefined From: jmattgoldberg

4a.

What does FY1, FY2, etc mean? From: investor952

4b.

Re: What does FY1, FY2, etc mean? From: Randy Harmelink

5a.

Re: Rchgetelement errors From: brbar

5b.

Re: Rchgetelement errors From: Randy Harmelink

5c.

Re: Rchgetelement errors From: brbar

5d.

Re: Rchgetelement errors From: investor952

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Messages

1a.

Re: Financial data lag time

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

Sun May 20, 2012 2:58 am (PDT)

Apologies for resurrecting such an old thread.

I am currently building a DCF spreadsheet using the 'Cash_Flow_v17' Financial Import sheet as a starting point, which pulls data from MSN for annual and quarterly income statement, balance sheet, etc. items.

What I have noticed is that the update frequency between the various sources of data seems to vary quite dramatically. For example I came across a number of companies who's annual/quarterly data is out of date by at least a month on MSN.

Does anyone have a suggestion on comment as to the best source for raw financial statement?

Critical would be:
-timely updates of quarterly/annual data (AdvFN seems to be quite good in this regard, perhaps better than MSN?)
-standardized formatting of data across companies (This is one of the reasons I like MSN)
-Accuracy of data obviously, and
-As much details as possible, i.e. doesn't just aggregate a number of line items into a single entry

I was quite happy with MSN, particularly as the author of the Cash_Flow_v17 spreadsheet has done a lot of the leg work already, but I am concerned that in some cases the data will be a month or more out of date - this is my biggest concern. From experience as AdvFN better in this regard? Others I've looked at like Morningstar, Yahoo! etc. seem to be even worse, so I don't think they're an option.

--- In smf_addin@yahoogroups.com, David Rossien <DRossien@...> wrote:
>
> If money were no object, Bloomberg prides itself in having the shortest lag
> if you access data via their proprietary workstation, not via
> www.bloomberg.com. A Bloomberg workstation runs about $20,000 annually.
>
> On Mon, Nov 16, 2009 at 1:15 PM, bobsledproductions <JPeters3515@...>wrote:
>
> >
> >
> > It looks like on Yahoo Finance anyways the lag time is about a week. TER
> > filed their 10-Q on 11/9/2009, and the interim data on Yahoo is as of the Q3
> > 2009. LSI filed their 10-Q on 11/10/2009, and the interim data on Yahoo is
> > still as of Q2 2009.
> >
> > I'm betting that this response time varies per vendor, and if you're
> > willing to pay for it, you'll find a more timely service, but that was what
> > I was able to find.
> >
> > --- In smf_addin@yahoogroups.com <smf_addin%40yahoogroups.com>, "Gary
> > Stein" <ge.stein@> wrote:
> > >
> > > I will ask but it has been about 5 years since he was in the industry so
> > > things most likely are not the same when it comes to specific details on
> > > timing.
> > >
> > > Gary Stein
> > > -----Original Message-----
> > > From: smf_addin@yahoogroups.com <smf_addin%40yahoogroups.com> [mailto:
> > smf_addin@yahoogroups.com <smf_addin%40yahoogroups.com>]On
> > > Behalf Of key2lif
> > > Sent: Sunday, November 15, 2009 6:33 AM
> > > To: smf_addin@yahoogroups.com <smf_addin%40yahoogroups.com>
> > > Subject: [smf_addin] Re: Financial data lag time
> > >
> > >
> > >
> > >
> > > Edgarscan was once available free to the public. However, they put a stop
> > > to giving it away and now pricing such service through Edgar online for
> > > various but expensive services.
> > >
> > > I was thinking that there must be another type of access to these scanned
> > > financials.
> > >
> > > In the meantime , perhaps you can find out the dely time for the updates
> > > for the fundamental data such as quarterly revenue and eps, once they
> > report
> > > with the SEC and when actually updated at yahoo, msn and so forth.
> > >
> > > Would your friend know this? I have been noticing different time lapses,
> > > and it would be helpful if there is a known update process.
> > >
> > > Thanks!
> > > --- In smf_addin@yahoogroups.com <smf_addin%40yahoogroups.com>, "Gary
> > Stein" <ge.stein@> wrote:
> > > >
> > > > There are three or so major firms that in the old days before xml and
> > > even
> > > > web friendly formats existed took the data in paper, Word, Excel, ASCII
> > > coma
> > > > delimited etc etc and then had custom software that dealt with the data
> > > and
> > > > charged everybody involved for there services. I had a buddy that was a
> > > > software developer in the industry. Basically for most of the era of
> > > Mini
> > > > computers and Mainframes they just took an army of programmers and
> > > through
> > > > them at the problem. It got to the point that their software would have
> > > > custom code for many companies to deal with unique data issues that
> > > > individual companies refused to standardize.
> > > >
> > > > They made the most money taking raw financial data and putting it into
> > > the
> > > > form required by the SEC but of course that part of the business
> > > disappeared
> > > > years ago. It had a brief resurgence when the industry taught companies
> > > how
> > > > to use XML and created some programs for that purpose.
> > > >
> > > > They helped developed the process of scanning text with flatbed
> > scanners
> > > and
> > > > turning the results into ASCII. The industry still exists but it has
> > > > consolidated and lost most of its customers most of the coding is done
> > > off
> > > > shore. But if you really need to know the details of how the process
> > > works I
> > > > could contact my friend and have him post here.
> > > >
> > > > Gary Stein
> > > > -----Original Message-----
> > > > From: smf_addin@yahoogroups.com <smf_addin%40yahoogroups.com> [mailto:
> > smf_addin@yahoogroups.com <smf_addin%40yahoogroups.com>]On
> > > > Behalf Of key2lif
> > > > Sent: Friday, November 13, 2009 12:52 PM
> > > > To: smf_addin@yahoogroups.com <smf_addin%40yahoogroups.com>
> > > > Subject: [smf_addin] Re: Financial data lag time
> > > >
> > > >
> > > >
> > > > I looked at the possibility of the xml route, via sec.gov, but only
> > the
> > > > larger companies supply it in that format. Leaving all the lil wonders
> > > to
> > > > fall through the cracks.
> > > >
> > > > Perhaps you can shed some light as to how the data service providers
> > > > capture the information off of the 10-q for the msn and advfn outlets
> > of
> > > the
> > > > world under the finanical highlights. Or do they use another method all
> > > > together?
> > > >
> > > > My goal is to capture the most recent revenue and eps numbers for the
> > > > present quarter, as soon as it is released, without reading every 10Q.
> > > It
> > > > seems MSN's data update takes too long, missing opportunities.
> > > >
> > > > Any thoughts?
> > > >
> > > > --- In smf_addin@yahoogroups.com <smf_addin%40yahoogroups.com>, Randy
> > Harmelink <rharmelink@> wrote:
> > > > >
> > > > > It certainly is possible. I look at it occasionally, but so far it
> > > just
> > > > > doesn't seem worth the effort. Eventually, they'll get to the point
> > > > where
> > > > > it's all a lot easier. But I think history will always be an issue. I
> > > > > can't see them going back over decades of filings to make them all
> > > > > accessible.
> > > > >
> > > > > For example, you'd need to find each filing, then extract the data
> > > from
> > > > the
> > > > > numerous items they have. And you'd want to do it by CIK instead of
> > > > ticker
> > > > > symbol. Such as:
> > > > >
> > > > >
> > > >
> > >
> > http://sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000066740&type=10
> > > > >
> > > > > ...gets you a list of all 10-Q and 10-K files for ticker MMM (i.e.
> > CIK
> > > =
> > > > > 0000066740). From there you could get the accession numbers for each
> > > > > report, giving links like:
> > > > >
> > > > >
> > > >
> > >
> > http://sec.gov/cgi-bin/viewer?action=view&cik=66740&accession_number=0001104
> > > > 659-09-061503
> > > > >
> > > > > From there, you can get the links for the individual XML files, such
> > > as:
> > > > >
> > > > > http://sec.gov/Archives/edgar/data/66740/000110465909061503/R1.xml
> > > > >
> > > > > ...which is the income statement.
> > > > >
> > > > > Once you have the XML file, you can use any number of tools for
> > > > extraction.
> > > > > Although I haven't done much with it, EXCEL has query tools for XML
> > > > files.
> > > > > Or you could just open the file directly as a database within EXCEL.
> > > But
> > > > > those XML files will only have the current period compared to last
> > > > year's
> > > > > same period. So gathering history is a problem. And the XML filings
> > > are
> > > > > new, so you only have a few quarters of those available.
> > > > >
> > > > > On Fri, Nov 13, 2009 at 12:52 PM, key2lif <key2lif@> wrote:
> > > > >
> > > > > >
> > > > > > Also, is it possible to extract this data directly from the
> > > > sec.govwebsite?
> > > > > >
> > > > > > Any ideas???
> > > > > >
> > > > >
> > > >
> > >
> >
> >
> >
>

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Messages in this topic (9)

2.

(no subject)

Posted by: "Bruce Heil" bruceheil@yahoo.com   bruceheil

Sun May 20, 2012 5:43 am (PDT)

http://eiilmuniversity.ac.in/lsoenxcraq/399125.html

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Messages in this topic (1)

3a.

Re: RCHGetElementnumber: result all are undefined

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

Sun May 20, 2012 7:21 am (PDT)

"version" showed me the file it was trying to pull from, and I was able to fix it. I had tried to fix it a few ways, and as a result have about 3 different files where the add-in is saved. This one did not have the elements saved in it. Randy... your a genius.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> The element definitions were there BEFORE you tried to use them? Placing
> them in the directory afterwards will not fix the "undefined" unless you
> exit and restart EXCEL (or use the smfForceRecalculation macro), because
> they typically are only loaded once.
>
> Otherwise, if all files were in the SMF folder when you started EXCEL, I am
> at a loss to explain why you are getting undefined for all elements.
>
> What do you get with:
>
> =RCHGetElementNumber("Version")
>
> On Sat, May 19, 2012 at 2:42 PM, jmattgoldberg <jmattgoldberg@...>wrote:
>
> > I'm using excel 2010 on both my laptop and my desktop. I downloaded the
> > add in on my desktop (all my work was originally done on the laptop, and i
> > want to be able to use both) I then saved the file as directed with the
> > elements in the same directory. First I received the NAME error which I
> > resolved by deleting extra coding as suggested, but then I received the
> > undefined error. As far as I can tell all of the external element
> > definitions are saved in the same area, but I can't get past this error.
> > Any more suggestions?
> >
>

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Messages in this topic (5)

4a.

What does FY1, FY2, etc mean?

Posted by: "investor952" investor952@yahoo.com   investor952

Sun May 20, 2012 11:48 am (PDT)

In using your RCHGetElementNumber function, say for items 213, 214, 215..etc...I see return on equity fy1, fy2, etc. Is this past year 1, past year 2, etc...or is it an estimate for forward year 1, 2, etc.

If it is an estimate, where can I get the actual roe's for the past 5 years individually?

thx.

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Messages in this topic (2)

4b.

Re: What does FY1, FY2, etc mean?

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

Sun May 20, 2012 11:55 am (PDT)

FY1 = 1st Fiscal Year (i.e. most recent)
FY2 = 2nd Fiscal Year
Etc.

So they would not be estimates.

On Sun, May 20, 2012 at 11:48 AM, investor952 <investor952@yahoo.com> wrote:

> In using your RCHGetElementNumber function, say for items 213, 214,
> 215..etc...I see return on equity fy1, fy2, etc. Is this past year 1, past
> year 2, etc...or is it an estimate for forward year 1, 2, etc.
>
> If it is an estimate, where can I get the actual roe's for the past 5
> years individually?
>

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Messages in this topic (2)

5a.

Re: Rchgetelement errors

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

Sun May 20, 2012 12:45 pm (PDT)

For what it's worth, I am also getting "Error" returned for any MSN data elements.

This is what I get for:
=RCHGetElementNumber("Version")
Stock Market Functions add-in, Version 2.1.2012.04.07 (C:\Program Files (x86)\SMF Add-in; 1)

=RCHGetElementNumber("MMM",3)
Error

=smfGetAParms(3)
MSN;Exchange;http://moneycentral.msn.com/investor/research/sreport.asp?CR=1&AF=1&IH=1&AIE=1&AIR=1&FRH=1&FRK=1&ISA=1&ISQ=1&BSA=1&BSQ=1&CFA=1&CFQ=1&TYS=1&ITT=1&ITP=1&Type=Equity&Symbol=~~~~~;1;QUICK FACTS;EXCHANGE; ; ;0;0;0;0

=smfGetAParms(25)
MSN;Last Price;http://moneycentral.msn.com/investor/research/sreport.asp?CR=1&AF=1&IH=1&AIE=1&AIR=1&FRH=1&FRK=1&ISA=1&ISQ=1&BSA=1&BSQ=1&CFA=1&CFQ=1&TYS=1&ITT=1&ITP=1&Type=Equity&Symbol=~~~~~;1;STOCK ACTIVITY;LAST PRICE; ; ;0;0;0;0

I visited the MSN web site for the MMM url below and was not redirected.

Non-MSN data comes in fine for the non-random sample of 3 element numbers I tried (Google, Earnings.com, AdvFN-A).

Software: Window 7 64-bit, Office 2010 32-bit (and Office 2007 32-bit on a different pc)

Thank you for your work on this add-in. It's been a life-saver.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> What do you get for:
>
> =RCHGetElementNumber("Version")
> =RCHGetElementNumber("MMM",3)
> =smfGetAParms(3)
> =smfGetAParms(25)
>
> Have you tried visiting the MSN web site using the EXCEL Web Query dialog?
> For example:
>
> http://investing.money.msn.com/investments/stock-price?Symbol=mmm
>
> Does it redirect you to a different web address?
>
> On Fri, May 18, 2012 at 10:08 PM, broberts1745 <broberts1745@...>wrote:
>
> >
> > I am using SMF version Version 2.1.2012.04.07 with the smf-elements-1 that
> > was uploaded in the works-in-progress folder
> >
> > I am getting error return messages for rchgetelementnumber(s)
> >
> > ex: 24,25,118,and many others
> >
> > I tried rebooting the excel program with no luck.
> >
> > Thanks
> >
> >
> >
> > ------------------------------------
> >
> > Yahoo! Groups Links
> >
> >
> >
> >
>

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Messages in this topic (6)

5b.

Re: Rchgetelement errors

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

Sun May 20, 2012 1:29 pm (PDT)

It's because you don't have the new element definitions in the
smf-elements-1.txt file from the "Works in Progress" folder of the Files
area. I had to redefine all of the elements because of MSN web site
changes. It was a big topic of conversation here on the group at the end of
April and the first week of May.

On Sun, May 20, 2012 at 12:45 PM, brbar <brbar@yahoo.com> wrote:

>
> For what it's worth, I am also getting "Error" returned for any MSN data
> elements.
>
> This is what I get for:
> =RCHGetElementNumber("Version")
> Stock Market Functions add-in, Version 2.1.2012.04.07 (C:\Program Files
> (x86)\SMF Add-in; 1)
>
> =RCHGetElementNumber("MMM",3)
> Error
>
> =smfGetAParms(3)
> MSN;Exchange;
> http://moneycentral.msn.com/investor/research/sreport.asp?CR=1&AF=1&IH=1&AIE=1&AIR=1&FRH=1&FRK=1&ISA=1&ISQ=1&BSA=1&BSQ=1&CFA=1&CFQ=1&TYS=1&ITT=1&ITP=1&Type=Equity&Symbol=~~~~~;1;QUICKFACTS;EXCHANGE; ; ;0;0;0;0
>
> =smfGetAParms(25)
> MSN;Last Price;
> http://moneycentral.msn.com/investor/research/sreport.asp?CR=1&AF=1&IH=1&AIE=1&AIR=1&FRH=1&FRK=1&ISA=1&ISQ=1&BSA=1&BSQ=1&CFA=1&CFQ=1&TYS=1&ITT=1&ITP=1&Type=Equity&Symbol=~~~~~;1;STOCKACTIVITY;LAST PRICE; ; ;0;0;0;0
>
> I visited the MSN web site for the MMM url below and was not redirected.
>
> Non-MSN data comes in fine for the non-random sample of 3 element numbers
> I tried (Google, Earnings.com, AdvFN-A).
>
> Software: Window 7 64-bit, Office 2010 32-bit (and Office 2007 32-bit on
> a different pc)
>
> Thank you for your work on this add-in. It's been a life-saver.
>

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5c.

Re: Rchgetelement errors

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

Sun May 20, 2012 1:48 pm (PDT)

Ok, somehow I missed that big topic. Brain rot and all of that. Replacing element definitions worked perfectly.

Thanks for the reply.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> It's because you don't have the new element definitions in the
> smf-elements-1.txt file from the "Works in Progress" folder of the Files
> area. I had to redefine all of the elements because of MSN web site
> changes. It was a big topic of conversation here on the group at the end of
> April and the first week of May.
>
> On Sun, May 20, 2012 at 12:45 PM, brbar <brbar@...> wrote:
>
> >
> > For what it's worth, I am also getting "Error" returned for any MSN data
> > elements.
> >
> > This is what I get for:
> > =RCHGetElementNumber("Version")
> > Stock Market Functions add-in, Version 2.1.2012.04.07 (C:\Program Files
> > (x86)\SMF Add-in; 1)
> >
> > =RCHGetElementNumber("MMM",3)
> > Error
> >
> > =smfGetAParms(3)
> > MSN;Exchange;
> > http://moneycentral.msn.com/investor/research/sreport.asp?CR=1&AF=1&IH=1&AIE=1&AIR=1&FRH=1&FRK=1&ISA=1&ISQ=1&BSA=1&BSQ=1&CFA=1&CFQ=1&TYS=1&ITT=1&ITP=1&Type=Equity&Symbol=~~~~~;1;QUICKFACTS;EXCHANGE; ; ;0;0;0;0
> >
> > =smfGetAParms(25)
> > MSN;Last Price;
> > http://moneycentral.msn.com/investor/research/sreport.asp?CR=1&AF=1&IH=1&AIE=1&AIR=1&FRH=1&FRK=1&ISA=1&ISQ=1&BSA=1&BSQ=1&CFA=1&CFQ=1&TYS=1&ITT=1&ITP=1&Type=Equity&Symbol=~~~~~;1;STOCKACTIVITY;LAST PRICE; ; ;0;0;0;0
> >
> > I visited the MSN web site for the MMM url below and was not redirected.
> >
> > Non-MSN data comes in fine for the non-random sample of 3 element numbers
> > I tried (Google, Earnings.com, AdvFN-A).
> >
> > Software: Window 7 64-bit, Office 2010 32-bit (and Office 2007 32-bit on
> > a different pc)
> >
> > Thank you for your work on this add-in. It's been a life-saver.
> >
>

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5d.

Re: Rchgetelement errors

Posted by: "investor952" investor952@yahoo.com   investor952

Sun May 20, 2012 7:30 pm (PDT)

I find the same is happening to me as I age..

--- In smf_addin@yahoogroups.com, "brbar" <brbar@...> wrote:
>
>
>
> Ok, somehow I missed that big topic. Brain rot and all of that. Replacing element definitions worked perfectly.
>
> Thanks for the reply.
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@> wrote:
> >
> > It's because you don't have the new element definitions in the
> > smf-elements-1.txt file from the "Works in Progress" folder of the Files
> > area. I had to redefine all of the elements because of MSN web site
> > changes. It was a big topic of conversation here on the group at the end of
> > April and the first week of May.
> >
> > On Sun, May 20, 2012 at 12:45 PM, brbar <brbar@> wrote:
> >
> > >
> > > For what it's worth, I am also getting "Error" returned for any MSN data
> > > elements.
> > >
> > > This is what I get for:
> > > =RCHGetElementNumber("Version")
> > > Stock Market Functions add-in, Version 2.1.2012.04.07 (C:\Program Files
> > > (x86)\SMF Add-in; 1)
> > >
> > > =RCHGetElementNumber("MMM",3)
> > > Error
> > >
> > > =smfGetAParms(3)
> > > MSN;Exchange;
> > > http://moneycentral.msn.com/investor/research/sreport.asp?CR=1&AF=1&IH=1&AIE=1&AIR=1&FRH=1&FRK=1&ISA=1&ISQ=1&BSA=1&BSQ=1&CFA=1&CFQ=1&TYS=1&ITT=1&ITP=1&Type=Equity&Symbol=~~~~~;1;QUICKFACTS;EXCHANGE; ; ;0;0;0;0
> > >
> > > =smfGetAParms(25)
> > > MSN;Last Price;
> > > http://moneycentral.msn.com/investor/research/sreport.asp?CR=1&AF=1&IH=1&AIE=1&AIR=1&FRH=1&FRK=1&ISA=1&ISQ=1&BSA=1&BSQ=1&CFA=1&CFQ=1&TYS=1&ITT=1&ITP=1&Type=Equity&Symbol=~~~~~;1;STOCKACTIVITY;LAST PRICE; ; ;0;0;0;0
> > >
> > > I visited the MSN web site for the MMM url below and was not redirected.
> > >
> > > Non-MSN data comes in fine for the non-random sample of 3 element numbers
> > > I tried (Google, Earnings.com, AdvFN-A).
> > >
> > > Software: Window 7 64-bit, Office 2010 32-bit (and Office 2007 32-bit on
> > > a different pc)
> > >
> > > Thank you for your work on this add-in. It's been a life-saver.
> > >
> >
>

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