Sabtu, 09 Maret 2013

[smf_addin] Digest Number 2538

15 New Messages

Digest #2538
1a
Tracking Investments - Quicken vs Excel by "ccbailey2000" ccbailey2000
1b
Re: Tracking Investments - Quicken vs Excel by "Randy Harmelink" rharmelink
2b
2d
2g
3
message by "GERALD STORK" sspstork

Messages

Sat Mar 9, 2013 9:34 am (PST) . Posted by:

"ccbailey2000" ccbailey2000

In the last 15 years I've done well at saving.....however, I've done a poor job at managing my assets. One of my problems is not having a suitable tool to track my assets, and tell me my performance. I'm hoping to change this and I'm looking for advise.

I am a Canadian. I currently hold mutual funds, and stocks. I'm looking to turn most of my mutual funds into ETF's, continue to hold some stock, and get some DRIP's.

I am curious what tracking tools are available to me? I would like something that can determine adjusted cost base for taxes, monitor rate of return over various time periods, something that can update automatically, preferably something that can update the dividends automatically, etc. Can the excel tools that people are developing on this site do this? Are there examples available for download that can give me an idea of the capabilities of this add-in with Excel? I am a fairly advanced Excel user. Is anyone on here a Quicken user? I've debated buying this program, but if it can't do everything I want, then I will probably end up trying to build something in Excel.

Thank you

Sat Mar 9, 2013 9:51 am (PST) . Posted by:

"Randy Harmelink" rharmelink

You could take a look at this example:

SMFLite-RCHGetYahooQuotes-Example.xls

...in this folder:

> Templates and Examples > SMFLite

...of the FILES area of the group.

It is a stand-alone version of one function of the add-in, with the
function build into the workbook, so you wouldn't need to install the
add-in itself. It can give you an idea of what the current quotes retrieval
can do. See the "Documentation" folder in the FILES area of info on the
function.

The add-in is primarily a collection of user-defined functions that extract
data from the Internet -- a more refined way of doing an EXCEL Web Query.

But something like keeping track of dividends would be something you'd need
to do yourself.

On Sat, Mar 9, 2013 at 10:00 AM, ccbailey2000 <ccbailey2000@yahoo.ca> wrote:

> In the last 15 years I've done well at saving.....however, I've done a
> poor job at managing my assets. One of my problems is not having a
> suitable tool to track my assets, and tell me my performance. I'm hoping
> to change this and I'm looking for advise.
>
> I am a Canadian. I currently hold mutual funds, and stocks. I'm looking
> to turn most of my mutual funds into ETF's, continue to hold some stock,
> and get some DRIP's.
>
> I am curious what tracking tools are available to me? I would like
> something that can determine adjusted cost base for taxes, monitor rate of
> return over various time periods, something that can update automatically,
> preferably something that can update the dividends automatically, etc. Can
> the excel tools that people are developing on this site do this? Are there
> examples available for download that can give me an idea of the
> capabilities of this add-in with Excel? I am a fairly advanced Excel user.
> Is anyone on here a Quicken user? I've debated buying this program, but
> if it can't do everything I want, then I will probably end up trying to
> build something in Excel.
>

Sat Mar 9, 2013 9:53 am (PST) . Posted by:

"andyha8" andyha8



Hey Randy I went through all the procedures you suggested and now its all working great! Thanks again for your help.

I have a question though,

If I go to here
http://research.investors.com/quotes/nasdaq-microsoft-corp-msft.aspx?fromsearch=1
Just under the chart to the left are the smart select ratings.
Composite Rating
EPS Rating
RS Rating
Group RS Rating
SMR Rating
Acc/Dis Rating

I would like to be able to get the Group RS Rating.

I can get the rest of the above from your sheet which gets them from the stock checkup sheet here
http://research.investors.com/stock-checkup/nasdaq-microsoft-corp-msft.aspx
But the Group RS Rating is not on that sheet. There is the Industry Group Rank but that is a different rating. It seems that the Group RS Rating only appears on the quotes page.
Is there a way to get the Group RS Rating?

Thanks again

Read More At Investor's Business Daily: http://research.investors.com/quotes/nasdaq-microsoft-corp-msft.aspx#ixzz2N46ewSHH
Follow us: @IBDinvestors on Twitter | InvestorsBusinessDaily on Facebook

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> All of those tickers worked fine for me...
>
> If you put a space at the end of the ticker symbol, it would have retrieved
> a new copy of the web page, using the new ticker symbol.
>
> Sounds like you are having issues retrieving web pages...?
>
> The add-in saves a copy of any web page it retrieves, and extracts all data
> needed from that page from the saved copy of the web page. So if that
> retrieved web page has an issue, it will always be an issue until a fresh
> copy of the web page can be retrieved. See the writeup on the
> smfForceRecalculation macro in the LINKS area of the Yahoo Group.
>
> On Fri, Mar 8, 2013 at 7:37 PM, andyha8 <andyha8@...> wrote:
>
> >
> > It's weird though, because certain tickers always come back with errors.
> > If you have a minute try these tickers out and see if you get data back
> > from them:
> > GMCR
> > CELG
> > HTZ
> > AWAY
> > XXIA
> > EVR
> > MPC
> > VRX
> > OPEN
> > TRIP
> >
> > Is there any kind of syntax needed for these? I know that I struggled with
> > some of the stockscores indicaters, and I discovered that if I put a spce
> > at the end like "signal stockscore " they worked perfect, but without the
> > space nothing.
> >
>

Sat Mar 9, 2013 10:41 am (PST) . Posted by:

"Randy Harmelink" rharmelink

It would just be:

=RCHGetTableCell("
http://research.investors.com/quotes/nasdaq-microsoft-corp-msft.aspx",1,"Group
RS Rating")

Note that you can pick up the "company id" portion of that URL from the IBD
template. It's just a variation of what is done to create the URL for the
stock checkup page. I created the IBD template after IBD dropped ticker
symbol usage from their URLs, because I needed to derive that "company id"
from a search results page.

Actually, I think the Group RS Rank can be derived from the Industry Group
Rank though. For example, in the past, I was looking at the 85-85 list and
comparing it to the stock check-up page for the WER Yahoo group (they don't
match, by the way), I found out that the Group RS Rank is A+ for Industry
Group Ranks of 1 thru 14.

So, if each grade level: A+, A, A-, ..., D-, had 14 companies in it,
anything below Industry Group Rank of 168 should be an E?

On Sat, Mar 9, 2013 at 10:53 AM, andyha8 <andyha8@gmail.com> wrote:

>
> Hey Randy I went through all the procedures you suggested and now its all
> working great! Thanks again for your help.
>
> I have a question though,
>
> If I go to here
>
> http://research.investors.com/quotes/nasdaq-microsoft-corp-msft.aspx?fromsearch=1
> Just under the chart to the left are the smart select ratings.
> Composite Rating
> EPS Rating
> RS Rating
> Group RS Rating
> SMR Rating
> Acc/Dis Rating
>
> I would like to be able to get the Group RS Rating.
>
> I can get the rest of the above from your sheet which gets them from the
> stock checkup sheet here
> http://research.investors.com/stock-checkup/nasdaq-microsoft-corp-msft.aspx
> But the Group RS Rating is not on that sheet. There is the Industry Group
> Rank but that is a different rating. It seems that the Group RS Rating only
> appears on the quotes page.
> Is there a way to get the Group RS Rating?
>

Sat Mar 9, 2013 11:10 am (PST) . Posted by:

"Andy" andyha8

Hey Randy, Let me tell you man, you are quite a guy. I have gotten so much
out of your knowledge and skills in just a couple of weeks, it's just
amazing. I would like to give you some money for your help if that's OK
with you. Do you have a paypal address? I mean I have bought programs in
the past and getting help is next to impossible. Your addin is like a
program but you give it way, AND you help others with our questions. I just
want to give back a little. Let me know.
And thanks again for sharing your amazing skills and knowledge.

On Sat, Mar 9, 2013 at 10:41 AM, Randy Harmelink <rharmelink@gmail.com>wrote:

> **
>
>
> It would just be:
>
> =RCHGetTableCell("
> http://research.investors.com/quotes/nasdaq-microsoft-corp-msft.aspx",1,"Group
> RS Rating")
>
> Note that you can pick up the "company id" portion of that URL from the
> IBD template. It's just a variation of what is done to create the URL for
> the stock checkup page. I created the IBD template after IBD dropped ticker
> symbol usage from their URLs, because I needed to derive that "company id"
> from a search results page.
>
> Actually, I think the Group RS Rank can be derived from the Industry Group
> Rank though. For example, in the past, I was looking at the 85-85 list and
> comparing it to the stock check-up page for the WER Yahoo group (they don't
> match, by the way), I found out that the Group RS Rank is A+ for Industry
> Group Ranks of 1 thru 14.
>
> So, if each grade level: A+, A, A-, ..., D-, had 14 companies in it,
> anything below Industry Group Rank of 168 should be an E?
>
> On Sat, Mar 9, 2013 at 10:53 AM, andyha8 <andyha8@gmail.com> wrote:
>
>>
>> Hey Randy I went through all the procedures you suggested and now its all
>> working great! Thanks again for your help.
>>
>> I have a question though,
>>
>> If I go to here
>>
>> http://research.investors.com/quotes/nasdaq-microsoft-corp-msft.aspx?fromsearch=1
>> Just under the chart to the left are the smart select ratings.
>> Composite Rating
>> EPS Rating
>> RS Rating
>> Group RS Rating
>> SMR Rating
>> Acc/Dis Rating
>>
>> I would like to be able to get the Group RS Rating.
>>
>> I can get the rest of the above from your sheet which gets them from the
>> stock checkup sheet here
>>
>> http://research.investors.com/stock-checkup/nasdaq-microsoft-corp-msft.aspx
>> But the Group RS Rating is not on that sheet. There is the Industry Group
>> Rank but that is a different rating. It seems that the Group RS Rating only
>> appears on the quotes page.
>> Is there a way to get the Group RS Rating?
>>
>
>
>

Sat Mar 9, 2013 11:31 am (PST) . Posted by:

"Randy Harmelink" rharmelink

Thanks, it's appreciated. But I ask that people "pay it forward" by
donating money to a worthy charity. I'm a big believer in the concept. And
then you can get a tax deduction out of it too.

On Sat, Mar 9, 2013 at 12:10 PM, Andy <andyha8@gmail.com> wrote:

>
> Hey Randy, Let me tell you man, you are quite a guy. I have gotten so much
> out of your knowledge and skills in just a couple of weeks, it's just
> amazing. I would like to give you some money for your help if that's OK
> with you. Do you have a paypal address? I mean I have bought programs in
> the past and getting help is next to impossible. Your addin is like a
> program but you give it way, AND you help others with our questions. I just
> want to give back a little. Let me know.
> And thanks again for sharing your amazing skills and knowledge.
>
>

Sat Mar 9, 2013 11:41 am (PST) . Posted by:

"Bryan" ilmostro

GRS breakdown:

GRS A 1-48
GRS B 49-96
GRS C 97-140
GRS D 141-182
GRS E 183-197

> So, if each grade level: A+, A, A-, ..., D-, had 14 companies in it,
> anything below Industry Group Rank of 168 should be an E?

Sat Mar 9, 2013 11:45 am (PST) . Posted by:

"Bryan" ilmostro

in the past, I was looking at the 85-85 list and comparing it to the
stock check-up page for the WER Yahoo group (they don't match, by the
way)

I think the 85-85 list from eTables is static for the whole week, and
the GRS data changes daily and a lot more than you would expect it
would on a daily basis.

Bryan

Sat Mar 9, 2013 12:58 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

The 85-85 list is not static for the week.

I was watching the 85-85 list hourly on several different days, and it
often changed around 6PM Arizona time, and again a few hours later. But
there were many cases where it didn't match the stock checkup page either
before OR after the 85-85 list was updated.

But, yes, the Group Ranking would sometimes change dramatically in a given
day.

During my periodic testing, I made this observation (you were involved in
that thread):

"So it appears WER is published before group relative strength ranks are
updated for the day and lag by a day as a result."

I don't know if that is still true or not.

On Sat, Mar 9, 2013 at 12:45 PM, Bryan <ilmostrobtw@gmail.com> wrote:

> in the past, I was looking at the 85-85 list and comparing it to the
> stock check-up page for the WER Yahoo group (they don't match, by the
> way)
>
> I think the 85-85 list from eTables is static for the whole week, and
> the GRS data changes daily and a lot more than you would expect it
> would on a daily basis.
>
>

Sat Mar 9, 2013 6:59 pm (PST) . Posted by:

"andyha8" andyha8



Do you know the cutoff points are for the red, yellow and green icons for these ratings? What I mean is at what exact number do the icons change colors? I'm building a spreadsheet and want to use conditional formating with icons to duplicate the IBD quotes page.

Composite Rating
EPS Rating
RS Rating
Group RS Rating
SMR Rating
Acc/Dis Rating

--- In smf_addin@yahoogroups.com, Bryan <ilmostrobtw@...> wrote:
>
> GRS breakdown:
>
> GRS A 1-48
> GRS B 49-96
> GRS C 97-140
> GRS D 141-182
> GRS E 183-197
>
> > So, if each grade level: A+, A, A-, ..., D-, had 14 companies in it,
> > anything below Industry Group Rank of 168 should be an E?
>

Sat Mar 9, 2013 7:16 pm (PST) . Posted by:

"andyha8" andyha8

I know this is probably super basic but I've searched and I can't find the answer.

I'd like to be able to link to a yahoo chart with these parameters:

http://finance.yahoo.com/echarts?s=COO+Interactive#symbol=coo;range=6m;compare=;indicator=ema%2820,50%29+macd+stochasticslow+rsi;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;

Just want to be able to get the ticker from a cell in my spreadsheet.

Thanks again

Sat Mar 9, 2013 8:19 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

That's an interactive object, using the Flash Player, and not an image, so
there's not really a way to bring it directly into EXCEL.

If you really need to, you could display it via a Microsoft Web Browser
object manipulated by VBA. An example, using the object to display a GIF
file, is here:

http://www.ehow.com/how_7152709_insert-animated-gif-files-excel.html

On Sat, Mar 9, 2013 at 8:16 PM, andyha8 <andyha8@gmail.com> wrote:

> I know this is probably super basic but I've searched and I can't find the
> answer.
>
> I'd like to be able to link to a yahoo chart with these parameters:
>
>
> http://finance.yahoo.com/echarts?s=COO+Interactive#symbol=coo;range=6m;compare=;indicator=ema%2820,50%29+macd+stochasticslow+rsi;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined
> ;
>
> Just want to be able to get the ticker from a cell in my spreadsheet.
>

Sat Mar 9, 2013 8:30 pm (PST) . Posted by:

"andyha8" andyha8



Hey Randy, Thanks for the help again. Actually, I don't really want to bring anything into excel, I just want the browser to open to the yahoo chart but from the ticker in one of my excel cells.

Actually I am building a frankenspreadsheet, mostly from your stuff! It's a hybrid of RCHGetTableCell-Template-Options-CC-List-Returns.xls, and RCHGetTableCell-Template-IBD-Stock-Checkup.xls with a bunch of my own and others stuff in there too.

So if I have a row that has all the stock and option ratings, technical and fundamental metrics, I thought it would be cool if I had a cell at the end that when I clicked on would open up Yahoo charts, with those parameters from my original post, but get the tickers from my spreadsheet.

Have a great night

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> That's an interactive object, using the Flash Player, and not an image, so
> there's not really a way to bring it directly into EXCEL.
>
> If you really need to, you could display it via a Microsoft Web Browser
> object manipulated by VBA. An example, using the object to display a GIF
> file, is here:
>
> http://www.ehow.com/how_7152709_insert-animated-gif-files-excel.html
>
> On Sat, Mar 9, 2013 at 8:16 PM, andyha8 <andyha8@...> wrote:
>
> > I know this is probably super basic but I've searched and I can't find the
> > answer.
> >
> > I'd like to be able to link to a yahoo chart with these parameters:
> >
> >
> > http://finance.yahoo.com/echarts?s=COO+Interactive#symbol=coo;range=6m;compare=;indicator=ema%2820,50%29+macd+stochasticslow+rsi;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined
> > ;
> >
> > Just want to be able to get the ticker from a cell in my spreadsheet.
> >
>

Sat Mar 9, 2013 10:55 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

Do you just want EXCEL's HYPERLINK() function? For example:

=HYPERLINK("
http://finance.yahoo.com/echarts?s=COO+Interactive#symbol=coo;range=6m;compare=;indicator=ema%2820,50%29+macd+stochasticslow+rsi;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined
","Test")

On Sat, Mar 9, 2013 at 9:30 PM, andyha8 <andyha8@gmail.com> wrote:

>
> Hey Randy, Thanks for the help again. Actually, I don't really want to
> bring anything into excel, I just want the browser to open to the yahoo
> chart but from the ticker in one of my excel cells.
>
> Actually I am building a frankenspreadsheet, mostly from your stuff! It's
> a hybrid of RCHGetTableCell-Template-Options-CC-List-Returns.xls, and
> RCHGetTableCell-Template-IBD-Stock-Checkup.xls with a bunch of my own and
> others stuff in there too.
>
> So if I have a row that has all the stock and option ratings, technical
> and fundamental metrics, I thought it would be cool if I had a cell at the
> end that when I clicked on would open up Yahoo charts, with those
> parameters from my original post, but get the tickers from my spreadsheet.
>
> Have a great night
>

Tidak ada komentar:

Posting Komentar