Kamis, 10 Oktober 2013

[smf_addin] Digest Number 2802

8 New Messages

Digest #2802
1a
Re: Expense Ratios by stephen.ronson@ymail.com
1b
Re: Expense Ratios by "Randy Harmelink" rharmelink
2a
Excel 2010 Update problem by "Gary Hartling" garyhartling
2b
Re: Excel 2010 Update problem by "Randy Harmelink" rharmelink
2c
Re: Excel 2010 Update problem by "Himanshu Seth" himanshuseth@ymail.com
2d
Re: Excel 2010 Update problem by "Randy Harmelink" rharmelink
3b
Re: Building stock screeners by "Randy Harmelink" rharmelink

Messages

Wed Oct 9, 2013 6:30 am (PDT) . Posted by:

stephen.ronson@ymail.com

I tried to get the Expense ratio of VBR by typing in:


=RCHGetTableCell("http://finance.yahoo.com/q/pr?s="&VBR,1,"Annual Report Expense Ratio")


but it returned #VALUE!


any suggestions?


---In smf_addin@yahoogroups.com, <rharmelink@...> wrote:

0.0% is what Yahoo has posted for the VITVX expense ratio:

http://finance.yahoo.com/q/pr?s=VTIVX http://finance.yahoo.com/q/pr?s=VTIVX


ETF expense ratios are carried differently than the mutual funds. You can get them with:

=RCHGetTableCell("http://finance.yahoo.com/q/pr?s= http://finance.yahoo.com/q/pr?s="&Ticker,1,"Annual Report Expense Ratio")


On Tue, Oct 8, 2013 at 11:47 AM, <stephen.ronson@... mailto:stephen.ronson@...> wrote:

The add in is GREAT! I've read that I can't get Expense ratios for ETFs ... has this changed?

Also all of the Vanguard Funds ERs are showing up great except Vanguard Target Date 2045 VTIVX. The 1 year return is showing up for me but the Expense ratio is showing up as 0.00 while the same equation using 5079 for all the other funds is working fine (I also tried 5086)







Wed Oct 9, 2013 8:17 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

In your formula, VBR is a cell reference. Try either of:

=RCHGetTableCell("http://finance.yahoo.com/q/pr?s="&"VBR",1,"Annual Report
Expense Ratio")

=RCHGetTableCell("http://finance.yahoo.com/q/pr?s=VBR",1,"Annual Report
Expense Ratio")

On Wed, Oct 9, 2013 at 6:30 AM, <stephen.ronson@gmail.com> wrote:

>
> I tried to get the Expense ratio of VBR by typing in:
>
> =RCHGetTableCell("http://finance.yahoo.com/q/pr?s="&VBR,1,"Annual Report
> Expense Ratio")
>
> but it returned #VALUE!
>
> any suggestions?
>

Wed Oct 9, 2013 11:07 am (PDT) . Posted by:

"Gary Hartling" garyhartling

I did my normal weekly Microsoft update, but when I restarted Excel my
spreadsheet would not update most RCH functions, producing only "Error"
messages. I rebooted my machine and tried again with no luck. I started
uninstalling updates starting with KB2826026, an update for MS Office.
Same thing. I uninstalled KB2826033, an Excel 2010 update and then things
returned to normal. I haven't gone back to reinstall KB2826026 to see if
it would continue to work.

I also updated my machine that runs Excel 2013, but that machine is still
working OK with all updates.

Anybody else have similar problems?

BTW, I couldn't figure out how to post a message from the website so am
trying this posting via email. On the website, I don't see "New Topic"
anywhere.

--Gary H.

Wed Oct 9, 2013 11:46 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

At one point AdvFN stopped working after a Microsoft update. You could try
that fix. It's in the LINKS area of the group. As I recall, it was some IE
setting that needed to be changed.

But if some functions are working, it's probably something to do with the
website rather than your computer. At this point, most MorningStar and
AdvFN elements are toast, because of changes they keep making.

As far as posting a message on the website, you have to be viewing
"Conversations". Then there's a big purple button over on the right hand
side of the screen that says "New Topic".

On Wed, Oct 9, 2013 at 11:06 AM, Gary Hartling <Gary.Hartling@gmail.com>wrote:

>
> I did my normal weekly Microsoft update, but when I restarted Excel my
> spreadsheet would not update most RCH functions, producing only "Error"
> messages. I rebooted my machine and tried again with no luck. I started
> uninstalling updates starting with KB2826026, an update for MS Office.
> Same thing. I uninstalled KB2826033, an Excel 2010 update and then things
> returned to normal. I haven't gone back to reinstall KB2826026 to see if
> it would continue to work.
>
> I also updated my machine that runs Excel 2013, but that machine is still
> working OK with all updates.
>
> Anybody else have similar problems?
>
> BTW, I couldn't figure out how to post a message from the website so am
> trying this posting via email. On the website, I don't see "New Topic"
> anywhere.
>
> --Gary H.
>

Wed Oct 9, 2013 1:42 pm (PDT) . Posted by:

"Himanshu Seth" himanshuseth@ymail.com

I am encountering the same problem. Have not been able to update the Excel. It says "error".
 
Thanks

On Wednesday, October 9, 2013 2:46 PM, Randy Harmelink <rharmelink@gmail.com> wrote:

 
At one point AdvFN stopped working after a Microsoft update. You could try that fix. It's in the LINKS area of the group. As I recall, it was some IE setting that needed to be changed.

But if some functions are working, it's probably something to do with the website rather than your computer. At this point, most MorningStar and AdvFN elements are toast, because of changes they keep making.

As far as posting a message on the website, you have to be viewing "Conversations". Then there's a big purple button over on the right hand side of the screen that says "New Topic".

On Wed, Oct 9, 2013 at 11:06 AM, Gary Hartling <Gary.Hartling@gmail.com> wrote:

>
>I did my normal weekly Microsoft update, but when I restarted Excel my spreadsheet would not update most RCH functions, producing only "Error" messages. I rebooted my machine and tried again with no luck. I started uninstalling updates starting with KB2826026, an update for MS Office.  Same thing. I uninstalled KB2826033, an Excel 2010 update and then things returned to normal.  I haven't gone back to reinstall KB2826026 to see if it would continue to work. 
>
>
>I also updated my machine that runs Excel 2013, but that machine is still working OK with all updates.
>
>
>Anybody else have similar problems?

>
>
>BTW, I couldn't figure out how to post a message from the website so am trying this posting via email. On the website, I don't see "New Topic" anywhere.
>
>
>
>--Gary H.
>

Wed Oct 9, 2013 1:48 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Examples might help...

On Wed, Oct 9, 2013 at 12:20 PM, Himanshu Seth <himanshuseth@ymail.com>wrote:

>
> I am encountering the same problem. Have not been able to update the
> Excel. It says "error".
>
> Thanks
>
>
> On Wednesday, October 9, 2013 2:46 PM, Randy Harmelink <
> rharmelink@gmail.com> wrote:
>
> At one point AdvFN stopped working after a Microsoft update. You could
> try that fix. It's in the LINKS area of the group. As I recall, it was some
> IE setting that needed to be changed.
>
> But if some functions are working, it's probably something to do with the
> website rather than your computer. At this point, most MorningStar and
> AdvFN elements are toast, because of changes they keep making.
>
> As far as posting a message on the website, you have to be viewing
> "Conversations". Then there's a big purple button over on the right hand
> side of the screen that says "New Topic".
>
> On Wed, Oct 9, 2013 at 11:06 AM, Gary Hartling <Gary.Hartling@gmail.com>wrote:
>
>
> I did my normal weekly Microsoft update, but when I restarted Excel my
> spreadsheet would not update most RCH functions, producing only "Error"
> messages. I rebooted my machine and tried again with no luck. I started
> uninstalling updates starting with KB2826026, an update for MS Office.
> Same thing. I uninstalled KB2826033, an Excel 2010 update and then things
> returned to normal. I haven't gone back to reinstall KB2826026 to see if
> it would continue to work.
>
> I also updated my machine that runs Excel 2013, but that machine is still
> working OK with all updates.
>
> Anybody else have similar problems?
>
> BTW, I couldn't figure out how to post a message from the website so am
> trying this posting via email. On the website, I don't see "New Topic"
> anywhere.
>
> --Gary H.
>
>

Wed Oct 9, 2013 7:05 pm (PDT) . Posted by:

dudescholar

Last time I checked into the site I was trying to figure out what happened to earnings.com. Haven't found a replacement yet. Anyway, I do use SMF to dump finviz symbols and the data available in the screener, but it's only 4 calls to get all the stocks, industries, sectors, and capitalizations. Then, I do my own screening/filtering in place in excel One can filter for ATRs, or prices, or whatever within a range, something that cannot be done with the finviz screener. Prices between $15 and $90 for example.



Here's the cut and paste dirty version for symbols. It's old code and would be written cleaner nowadays but it was a learning process. There's probably a simpler way to do this with excel queries since there is no real extraction of data going on.



Range("A4:BQ7003").Select
Selection.FormulaArray = "=smfGetCSVFile(""http://finviz.com/export.ashx?v=152&c=0,1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,68"")"



Then I do copy paste values so that when I open up the excel file, it doesn't do a download every time. I never save the file with the FormulaArray intact, it's all just the values when I'm done. The tab names get changed each night to reflect the download date so there is some historical continuity. I use this file to grab current data for other spreadsheets which avoids the back and forth of web queries.



Steve



---In smf_addin@yahoogroups.com, <gpommer1982@...> wrote:

I had two reasons: one was to improve my Excel programming skills and second was even the free custom screens don't contain everything I would like to screen for. Certainly, the free screeners can narrow down a large list of stocks to a small list of commonly used valuation metrics but I was looking for something that could crank through a large list based on very specific criteria.


However, I appreciate Randy's point and won't use the SMF Add-In to build screeners.


---In smf_addin@yahoogroups.com, <kermitp@...> wrote:

Why would anyone want to build a stock screener when there are tons of free one. Plus, hundreds more fee based one.

Try these free ones -- FinBiz http://www.finviz.com/screener.ashx Stockfetcher http://www.stockfetcher.com MarketWatch http://www.marketwatch.com/tools/stockresearch/screener/ Yahoo http://screener.finance.yahoo.com/stocks.html

Or try http://www.freestockcharts.com/ http://www.freestockcharts.com/ where you can build your own screening criteria.

But don't miss use this great tool.

Kermit

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of gpommer1982@...
Sent: Wednesday, October 02, 2013 9:36 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Building stock screeners





I'm always impressed with the knowledge base of this group so I thought I'd throw this out as I've been scratching my head. Has anyone built a stock screener in Excel? I've been building some financial analysis spreadsheets and have no problem analyzing a single company but I'd like to make custom screens to sort through and return companies that meet my criteria. My programming knowledge is pretty basic but I haven't found anything out in cyberspace that describes how one would go about doing this.


Thanks in advance.










Wed Oct 9, 2013 7:26 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Here's a way to put the values directly into the worksheet:

Sub GetData()
Const kCols = 69
Const kRows = 7000
Range("A4").Resize(kRows, kCols) = smfGetCSVFile("
http://finviz.com/export.ashx?v=152&c=0,1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,68",
pDim1:=kRows, pDim2:=kCols)
End Sub

On Wed, Oct 9, 2013 at 7:02 PM, <dudescholar3@basicmail.net> wrote:

> Last time I checked into the site I was trying to figure out what
> happened to earnings.com. Haven't found a replacement yet. Anyway, I do
> use SMF to dump finviz symbols and the data available in the screener, but
> it's only 4 calls to get all the stocks, industries, sectors, and
> capitalizations. Then, I do my own screening/filtering in place in excel
> One can filter for ATRs, or prices, or whatever within a range, something
> that cannot be done with the finviz screener. Prices between $15 and $90
> for example.
>
> Here's the cut and paste dirty version for symbols. It's old code and
> would be written cleaner nowadays but it was a learning process. There's
> probably a simpler way to do this with excel queries since there is no real
> extraction of data going on.
>
>
> Range("A4:BQ7003").Select
> Selection.FormulaArray = "=smfGetCSVFile(""
> http://finviz.com/export.ashx?v=152&c=0,1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,68
> "")"
>
>
> Then I do copy paste values so that when I open up the excel file, it
> doesn't do a download every time. I never save the file with the
> FormulaArray intact, it's all just the values when I'm done. The tab names
> get changed each night to reflect the download date so there is some
> historical continuity. I use this file to grab current data for other
> spreadsheets which avoids the back and forth of web queries.
>
>
>
>

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