Kamis, 31 Januari 2013

[smf_addin] Digest Number 2489

15 New Messages

Digest #2489
1b
Re: Randy, Can You Add Support for Fred API? by "Randy Harmelink" rharmelink
4a
GetElementNumber "Error" by "bozo" calhandon
4b
Re: GetElementNumber "Error" by "bozo" calhandon
4c
Re: GetElementNumber "Error" by "Randy Harmelink" rharmelink
4d
Re: GetElementNumber "Error" by "Randy Harmelink" rharmelink

Messages

Thu Jan 31, 2013 12:50 pm (PST) . Posted by:

"bozo" calhandon

Shouldn't the API key be a parameter that the user enters, since it would be something assigned to individual users?



From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Wednesday, January 30, 2013 10:07 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Randy, Can You Add Support for Fred API?


A problem arises -- the API Key would be exposed in my VBA code, since it is open source.
On Wed, Jan 30, 2013 at 8:57 PM, gz_cp gz_cp@yahoo.com> wrote:
Randy,

The Federal Reserve database has become a very large and important collection of stocks, markets, and economic data.

http://research.stlouisfed.org/fred2/

Could you add a function to get the data from their API page?
The format is detailed here, not very complicated.

http://api.stlouisfed.org/docs/fred/series_observations.html

We just want to be able to get the time series (with dates) from the webpage into Excel cells.


Thu Jan 31, 2013 12:53 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

Hmmm. Yes, it could be made a parameter that one passes to the function...

On Thu, Jan 31, 2013 at 1:50 PM, bozo bozo@donandcarla.com> wrote:

>
> Shouldn't the API key be a parameter that the user enters, since it would
> be something assigned to individual users?
>

Thu Jan 31, 2013 1:41 pm (PST) . Posted by:

"bozo" calhandon

That would be super, as I am yet another user of FRED data.

Thanks Randy!


From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Thursday, January 31, 2013 1:54 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Randy, Can You Add Support for Fred API?


Hmmm. Yes, it could be made a parameter that one passes to the function...
On Thu, Jan 31, 2013 at 1:50 PM, bozo bozo@donandcarla.com> wrote:

Shouldn't the API key be a parameter that the user enters, since it would be something assigned to individual users?


Thu Jan 31, 2013 3:29 pm (PST) . Posted by:

"bozo" calhandon

Hello All,

This is a general question to everyone ...

Which of the many sites supported by the SMF add-in do you believe provides
the most accurate and up-to-date fundamental financial data? Not just the
normal past 12 months ratios that every site seems to have, but
multi-quarter / year data for earnings, revenue, margins, debt, cash flow,
management effectiveness ratios, etc. Along with 5+ years of quarterly and
annual income statements & balance sheets.

AdvFN? Yahoo? MSN? Other?

Thank you all, in advance,

-Don



Thu Jan 31, 2013 4:07 pm (PST) . Posted by:

"cesarcrivelli" cesarcrivelli



I am getting a lot of data from 4-Traders, but the reason is that this website is one of the few ones I found that has something for Bovespa (Brazil Stock Exchange), but, unfortunately, you will have to do a lot of work to get the data you need, its not so simple as Yahoo or Advfn functions.

I can say that in the past 3 weeks I searched a lot over the internet for financial data, including estimates, not only ratios. I used to have a bloomberg terminal, but not anymore.

The main sources of data that I can highlight instead those you have mentioned are the websites of WSJ, Bloomberg, Reuters, BussineesWeek, but again, you will have to do some work with the formulas.

I posted a topic similar to yours a few days ago, asking the same thing but for Brazilian Stock Market, but so far no comments. I know that Brazil it is small market when compared to USA, EUA and Asia, but is where I trade...

If you are looking for info related to USA market, I think the ones above will do well. There is a lot of free info for developed markets... little for Emerging.

Best,

Cesar

--- In smf_addin@yahoogroups.com, "bozo" wrote:
>
> Hello All,
>
> This is a general question to everyone ...
>
> Which of the many sites supported by the SMF add-in do you believe provides
> the most accurate and up-to-date fundamental financial data? Not just the
> normal past 12 months ratios that every site seems to have, but
> multi-quarter / year data for earnings, revenue, margins, debt, cash flow,
> management effectiveness ratios, etc. Along with 5+ years of quarterly and
> annual income statements & balance sheets.
>
> AdvFN? Yahoo? MSN? Other?
>
> Thank you all, in advance,
>
> -Don
>

Thu Jan 31, 2013 4:41 pm (PST) . Posted by:

"bozo" calhandon

Thank you for your reply, Cesar. Hope you are able to find more good
sources for the Brazil market!


From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
Of cesarcrivelli
Sent: Thursday, January 31, 2013 5:08 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Re: Which site has the most accurate Fundamental data?



I am getting a lot of data from 4-Traders, but the reason is that this
website is one of the few ones I found that has something for Bovespa
(Brazil Stock Exchange), but, unfortunately, you will have to do a lot of
work to get the data you need, its not so simple as Yahoo or Advfn
functions.

I can say that in the past 3 weeks I searched a lot over the internet for
financial data, including estimates, not only ratios. I used to have a
bloomberg terminal, but not anymore.

The main sources of data that I can highlight instead those you have
mentioned are the websites of WSJ, Bloomberg, Reuters, BussineesWeek, but
again, you will have to do some work with the formulas.

I posted a topic similar to yours a few days ago, asking the same thing but
for Brazilian Stock Market, but so far no comments. I know that Brazil it is
small market when compared to USA, EUA and Asia, but is where I trade...

If you are looking for info related to USA market, I think the ones above
will do well. There is a lot of free info for developed markets... little
for Emerging.

Best,

Cesar

--- In smf_addin@yahoogroups.com ,
"bozo" wrote:
>
> Hello All,
>
> This is a general question to everyone ...
>
> Which of the many sites supported by the SMF add-in do you believe
provides
> the most accurate and up-to-date fundamental financial data? Not just the
> normal past 12 months ratios that every site seems to have, but
> multi-quarter / year data for earnings, revenue, margins, debt, cash flow,
> management effectiveness ratios, etc. Along with 5+ years of quarterly and
> annual income statements & balance sheets.
>
> AdvFN? Yahoo? MSN? Other?
>
> Thank you all, in advance,
>
> -Don
>

Thu Jan 31, 2013 5:35 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

I generally avoid Yahoo financial statements. They've pigeon-holed the data
into as few line items as possible.

When I was doing a type of value calculation a few years ago, I needed
"Cash" -- which Yahoo does have on their Key Statistics web page. However,
you can't derive it from their balance sheet if a company has "Restricted
Cash", because Yahoo includes the "Restricted Cash" in their "Cash and
Equivalents" bucket. For example, according to Yahoo, GM has $24.18B in
"Cash and Equivalents", while AdvFN reports $23.32B in "Cash and
Equivalents" and the remaining $0.86B is in "Restricted Cash" (which is not
the equivalent of cash).

I ran into similar issues with a few other line items on Yahoo.

On Thu, Jan 31, 2013 at 4:29 PM, bozo bozo@donandcarla.com> wrote:

>
>
> Which of the many sites supported by the SMF add-in do you believe
> provides the most accurate and up-to-date fundamental financial data? Not
> just the normal past 12 months ratios that every site seems to have, but
> multi-quarter / year data for earnings, revenue, margins, debt, cash flow,
> management effectiveness ratios, etc. Along with 5+ years of quarterly
> and annual income statements & balance sheets.****
>
> ** **
>
> AdvFN? Yahoo? MSN? Other?****
>
>
>

Thu Jan 31, 2013 7:03 pm (PST) . Posted by:

"Jacob Jose" pepecan47

Interesting article about how different sources calculate the data differently
 
http://seekingalpha.com/article/1043751-the-not-so-standard-trailing-p-e-ratio

Regards,
Jose L. Jacob

________________________________
From: Randy Harmelink rharmelink@gmail.com>
To: smf_addin@yahoogroups.com
Sent: Thursday, January 31, 2013 8:32:38 PM
Subject: Re: [smf_addin] Which site has the most accurate Fundamental data?

 
I generally avoid Yahoo financial statements. They've pigeon-holed the data into as few line items as possible.

When I was doing a type of value calculation a few years ago, I needed "Cash" -- which Yahoo does have on their Key Statistics web page. However, you can't derive it from their balance sheet if a company has "Restricted Cash", because Yahoo includes the "Restricted Cash" in their "Cash and Equivalents" bucket. For example, according to Yahoo, GM has $24.18B in "Cash and Equivalents", while AdvFN reports $23.32B in "Cash and Equivalents" and the remaining $0.86B is in "Restricted Cash" (which is not the equivalent of cash).

I ran into similar issues with a few other line items on Yahoo.

On Thu, Jan 31, 2013 at 4:29 PM, bozo bozo@donandcarla.com> wrote:
 
>
>Which of the many sites supported by the SMF add-in do you believe provides the most accurate and up-to-date fundamental financial data?  Not just the normal past 12 months ratios that every site seems to have, but multi-quarter / year data for earnings, revenue, margins, debt, cash flow, management effectiveness ratios, etc.  Along with 5+ years of quarterly and annual income statements & balance sheets.

>AdvFN?  Yahoo?  MSN?  Other?
>
>

Thu Jan 31, 2013 4:19 pm (PST) . Posted by:

"Mike" morpheusca8

using =RCHGetTableCell("http://investing.money.msn.com/investments/stock-price?symbol=ca:afn&ocid=qbeb",1,"details","Yield")

works great to grab the yield for afn.
but instead of afn i want to reference another cell with the 3 letter ticker in it...and i cant get it to work!!
I want it so i can copy the formula down my whole spread sheet and it will grab the value for each different ticker.

help anyone.....

Thu Jan 31, 2013 4:37 pm (PST) . Posted by:

"bozo" calhandon

If your ticker symbols are in column B, starting in Row 6, you could use ...

=RCHGetTableCell("http://investing.money.msn.com/investments/stock-price?sym
bol="&$B6&"&ocid=qbeb",1,"details","Yield")

Just change the $B6 part to your starting cell.



From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
Of Mike
Sent: Thursday, January 31, 2013 5:20 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] referencing a ticker within a formula...help


using
=RCHGetTableCell("http://investing.money.msn.com/investments/stock-price?sym
bol=ca:afn
http://investing.money.msn.com/investments/stock-price?symbol=ca:afn&ocid=q
beb> &ocid=qbeb",1,"details","Yield")

works great to grab the yield for afn.
but instead of afn i want to reference another cell with the 3 letter ticker
in it...and i cant get it to work!!
I want it so i can copy the formula down my whole spread sheet and it will
grab the value for each different ticker.

help anyone.....

Thu Jan 31, 2013 4:49 pm (PST) . Posted by:

"Mike" morpheusca8

You Rock!! Ive been trying to figure that out all day...i new it was just the syntax...but i couldnt get it!!!
thx!!!
Mike

--- In smf_addin@yahoogroups.com, "bozo" wrote:
>
> If your ticker symbols are in column B, starting in Row 6, you could use ...
>
> =RCHGetTableCell("http://investing.money.msn.com/investments/stock-price?sym
> bol="&$B6&"&ocid=qbeb",1,"details","Yield")
>
> Just change the $B6 part to your starting cell.
>
>
>
> From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
> Of Mike
> Sent: Thursday, January 31, 2013 5:20 PM
> To: smf_addin@yahoogroups.com
> Subject: [smf_addin] referencing a ticker within a formula...help
>
>
> using
> =RCHGetTableCell("http://investing.money.msn.com/investments/stock-price?sym
> bol=ca:afn
>
beb> &ocid=qbeb",1,"details","Yield")
>
> works great to grab the yield for afn.
> but instead of afn i want to reference another cell with the 3 letter ticker
> in it...and i cant get it to work!!
> I want it so i can copy the formula down my whole spread sheet and it will
> grab the value for each different ticker.
>
> help anyone.....
>

Thu Jan 31, 2013 4:56 pm (PST) . Posted by:

"bozo" calhandon

Hi Randy,

Earlier today I added a few RCHGetElementNumber() formulas (63-65,
5296-5300) for 10 stocks, and they worked fine, returning real data. About
an hour ago, when I went back to that sheet to add some more columns (not
any more stocks), several of the existing formulas started returning either
"Error" or "N/A".

63-65 is MSN and 5296-5300 is AdvFN.

Here is one example that is returning "Error", which I verified is in fact
available on the MSN web page (GWW - WW Grainger) ...
http://investing.money.msn.com/investments/key-ratios?symbol=gww
=RCHGetElementNumber($C12,63)

Here is one example that is returning "N/A", which I verified is in fact
available on the MSN web page (MDT - Medtronic) ...
http://investing.money.msn.com/investments/key-ratios?symbol=mdt
=RCHGetElementNumber($C14,63)

What should I be looking for?

Thank you,

-Don


Thu Jan 31, 2013 5:05 pm (PST) . Posted by:

"bozo" calhandon

In looking deeper into the 5296-5300 element numbers (Total Revenue from the
Annual Reports page on AdvFN), the 2 stock that are returning "Error" are
because their FY1 - FY5 dates are different than the rest.

How should these formulas be entered to that the same years are returned for
all stocks (ie. 2008-2012)?

Thank you.

-Don


From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
Of bozo
Sent: Thursday, January 31, 2013 5:56 PM
To: SMF Add-In Group
Subject: [smf_addin] GetElementNumber "Error"


Hi Randy,

Earlier today I added a few RCHGetElementNumber() formulas (63-65,
5296-5300) for 10 stocks, and they worked fine, returning real data. About
an hour ago, when I went back to that sheet to add some more columns (not
any more stocks), several of the existing formulas started returning either
"Error" or "N/A".

63-65 is MSN and 5296-5300 is AdvFN.

Here is one example that is returning "Error", which I verified is in fact
available on the MSN web page (GWW - WW Grainger) ...
http://investing.money.msn.com/investments/key-ratios?symbol=gww
=RCHGetElementNumber($C12,63)

Here is one example that is returning "N/A", which I verified is in fact
available on the MSN web page (MDT - Medtronic) ...
http://investing.money.msn.com/investments/key-ratios?symbol=mdt
=RCHGetElementNumber($C14,63)

What should I be looking for?

Thank you,

-Don

Thu Jan 31, 2013 5:54 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

The MSN web pages you cite aren't where the add-in gets the information.
They get it from here:

http://investing.money.msn.com/investments/stock-report?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=MDT

You could have found that by doing:

=RCHGetElementNumber("P-URL",63)

...or looking at the loaded element definition with:

=smfGetAParms(63)

"N/A" is not a value the add-in makes up, so that had to be what was being
posted at the time.

Right now, all of those elements are working fine for me, for both GWW and
MDT, so I would assume something was being updated, or you had a bad web
page retrieval. At least nothing I can track down from here.

The best way to verify anything would be to look at the content of the web
page the add-in has stored, because the functions don't dynamically get the
data from the Internet for each function. They retrieve the web page once,
and then extract the data from that stored web page. So even looking at the
current web page in your browser may not tell you what happened. And, keep
in mind that smfForceRecalculation can be used to retrieve fresh copies of
all necessary web pages (for more info, see related items in the LINKS area
of the Yahoo group).

The smfGetTagContent-Quick-Webpage-Examination.xls workbook I uploaded the
other day could help though. For example, if I entered this for the "Web
page":

http://investing.money.msn.com/investments/stock-report?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=MDT

...and "td" for the "HTML Tag", and "Dividends (5-Year Annual Avg.)" for
the "Start String:", then I get a list of the table cells following that
start string. What I'm looking at currently looks like this, which are the
three values you were trying to retrieve, and the values I am getting:

*Count* *Tag Contents* 1 17.13 2 7.06
3
5.51
4 5 PRICE RATIOS
Unfortunately, AdvFN isn't quite as easy to trouble shoot...

On Thu, Jan 31, 2013 at 5:56 PM, bozo bozo@donandcarla.com> wrote:

>
> Earlier today I added a few RCHGetElementNumber() formulas (63-65,
> 5296-5300) for 10 stocks, and they worked fine, returning real data. About
> an hour ago, when I went back to that sheet to add some more columns (not
> any more stocks), several of the existing formulas started returning either
> "Error" or "N/A".
>
> 63-65 is MSN and 5296-5300 is AdvFN.
>
> Here is one example that is returning "Error", which I verified is in fact
> available on the MSN web page (GWW - WW Grainger) ...
> http://investing.money.msn.com/investments/key-ratios?symbol=gww
> =RCHGetElementNumber($C12,63)
>
> Here is one example that is returning "N/A", which I verified is in fact
> available on the MSN web page (MDT - Medtronic) ...
> http://investing.money.msn.com/investments/key-ratios?symbol=mdt
> =RCHGetElementNumber($C14,63)
>
> What should I be looking for?
>

Thu Jan 31, 2013 6:09 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

The most common reason to get "Error" on elements 5296-5300 would be that
you are trying to retrieve such data for a financial company. They don't
have a line item called "Total Revenue".

You can't grab the data by year without handling it yourself. Such as
retrieving the dates first, and then deciding which columns of data you
want.

It wouldn't make sense to, anyway, since companies can have different
fiscal years. Most end in December, following the calendar year, but I
believe companies can define the fiscal year over any 12-month period? What
does "2012" mean? For one company, it might mean the fiscal year ending
January of 2012 and another it might mean the fiscal year ending December
of 2012. And you can run into companies that CHANGE the ending date of
their fiscal period. So, one fiscal year might be 6 months after the last
fiscal year (I think this is extremely rare).

If you really want to compare compatible annual periods, you'd probably
need to go to rolling quarterly periods. But, you'll still run into issues,
because different companies have different reporting periods, so one
company might report their new quarter in mid-January, while another does
in in mid-February (or later). And, on quarterly reporting periods, you do
have to be careful about whether a particular line item is being reported
for the quarter, or for the Year-to-date cumulative effect since the last
fiscal year ended.

Details, details, details...

On Thu, Jan 31, 2013 at 6:05 PM, bozo bozo@donandcarla.com> wrote:

>
> In looking deeper into the 5296-5300 element numbers (Total Revenue from
> the Annual Reports page on AdvFN), the 2 stock that are returning "Error"
> are because their FY1 - FY5 dates are different than the rest.****
>
> ** **
>
> How should these formulas be entered to that the same years are returned
> for all stocks (ie. 2008-2012)?
>

Tidak ada komentar:

Posting Komentar