Thanks, makes sense. . It seemed like their was some type of limit. I did replace the actual xla with the latest from this site and it helped.

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

SBFAX is working fine here. The problem may be your "large list". The add-in is intended for ad hoc usage, not for pulling data for databases. I don't want people to overburden the free data sources and give them an incentive to make the data unavailable to the add-in.

But, as written, the add-in can only pull in data from 1000 web pages per "session". That's because it saves each web page before extracting data, and I only set up 1000 slots for storing web pages.

On Thu, Oct 24, 2013 at 9:24 AM, <dlezman@... mailto:dlezman@...> wrote:

I've come across a situation where I have a large list of ticker symbols that I would like to pull data using the RCHgetElementNumber function. Some ticker symbols work great and others just get errors. An example is SBFAX. I can go to morningstar and see data on this mutual fund. If I try to pull data from morningstar using the 4811 - 4923 elements, I only get errors for this ticker symbol. Any ideas why some ticker symbols work and others do not?

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2a

Where to get financials for upcoming IPOs in excel

Fri Oct 25, 2013 5:56 am (PDT) . Posted by:

friedman_steve

Does anyone know a good place / method to get the historical financials for upcoming IPOs IN EXCEL. Edgar Pro is one method I found, but its $1500/yr (a bit steep).

Thanks.

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2b

Re: Where to get financials for upcoming IPOs in excel

Fri Oct 25, 2013 7:00 am (PDT) . Posted by:

"Kermit W. Prather" kermitpra

I seriously doubt you will find a free site for future IP{O's.
After all, billions are made on IPO's and no one is about to give us free access to information.
By the time the general public knows about a pending IPO all the early profits are gone.
Just look at IPO charts, they are almost all the same over the first year of trading. NEGATIVE

But let us know if you find a free access.

Kermit

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of friedman_steve@yahoo.com
Sent: Friday, October 25, 2013 8:56 AM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Where to get financials for upcoming IPOs in excel

Does anyone know a good place / method to get the historical financials for upcoming IPOs IN EXCEL.
Edgar Pro is one method I found, but its $1500/yr (a bit steep).

Thanks.

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2c

Re: Where to get financials for upcoming IPOs in excel

Fri Oct 25, 2013 9:20 am (PDT) . Posted by:

friedman_steve

just to clarify..... i am also open to pay sites (just lower than the $1500/yr Edgar Pro).
Also, all the info is of course in the Edgar S-1 filing..... just need a way to grab the key historical data and put in excel in some kind of quick fashion.

Thanks.

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

I seriously doubt you will find a free site for future IP{O's.
After all, billions are made on IPO's and no one is about to give us free access to information.
By the time the general public knows about a pending IPO all the early profits are gone.
Just look at IPO charts, they are almost all the same over the first year of trading. NEGATIVE

But let us know if you find a free access.

Kermit

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of friedman_steve@...
Sent: Friday, October 25, 2013 8:56 AM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Where to get financials for upcoming IPOs in excel

Does anyone know a good place / method to get the historical financials for upcoming IPOs IN EXCEL.
Edgar Pro is one method I found, but its $1500/yr (a bit steep).

Thanks.

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3a

Re: Parsing returned text to retrieve either number of splits or NO

Fri Oct 25, 2013 6:53 am (PDT) . Posted by:

"Kermit W. Prather" kermitpra

Thanks again, after sending the post, I realized I could just change the no to 0 or
actually 1 is better that way I can multiply the dividend amount the number of
shares based on the splits that occur between the purchase price and selling price.

Really appreciate al you do for us less capable users.

Kermit

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Thursday, October 24, 2013 9:56 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Parsing returned text to retrieve either number of splits or NO

Then just change the second parameter of the IFERROR() function. It can be whatever value you want.

On Thu, Oct 24, 2013 at 6:05 PM, Kermit W. Prather <kermitp@tampabay.rr.com> wrote:

Thanks, Randy that works. Anyway to return zero or 1 value if no splits?

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Thursday, October 24, 2013 12:32 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Parsing returned text to retrieve either number of splits or NO

I would just use this formula:

=IFERROR(smfstrExtr(smfGetTagContent("http://getsplithistory.com/"&A1,"div",0,"splits-text";),"had <b>","<")/1,"no")

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4a

SMF_Addin and Office 2013

Fri Oct 25, 2013 8:02 am (PDT) . Posted by:

2d8adc9439dd59e0c58a295dedfa5b7f

I support users who want to install and use the SMF_addin with Excel 2013. Will this work with that version of Excel?

Thanks!

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4b

Re: SMF_Addin and Office 2013

Fri Oct 25, 2013 8:03 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

As far as I know it does...

On Fri, Oct 25, 2013 at 6:53 AM, <joseph.rapoport@gmail.com> wrote:

>
> I support users who want to install and use the SMF_addin with Excel
> 2013. Will this work with that version of Excel?
>

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5a

Re: Questioning the accuracy of AdvFn...

Fri Oct 25, 2013 10:26 am (PDT) . Posted by:

jurisdoctor74

Yes, for example: On ADVFN's original website, they had a totally "bogus" October quarter for JNJ following the legitimate September, 2010 quarter that clearly was erroneous. I notified them about it a few weeks ago but I'm not sure they ever corrected it. I suppose you get what you paid for.

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

Has anyone found any accuracy problems with the AdvFn data? I am questioning their historical financials when comparing to what is filed on Edgar. While I don't think it is the case, I suppose there could have been financial restatements but it seems highly unlikely. For example, I found some in-accuracies with JNJ.

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6a

Re: Add ins to assist options analysis

Fri Oct 25, 2013 10:41 am (PDT) . Posted by:

jurisdoctor74

As a former professional options trader, I think I know what you might be looking for and note that the programming is not trivial. If you truly want the serious capability of being able to analyze a wide range of positions both analytically and graphically, I can recommend Peter Hoadley's powerful software package, much of which is options-oriented. I believe some of the options-related software you are looking for is available at no charge on his website. By the way, I have absolutely no connection with Mr. Hoadley other than being a long-time, satisfied customer.

Good luck with your trading!

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

I have been doing some of my own spreadsheet creation in order to analyze various options positions that I own or contemplate owning.

I have done a couple of searches within this group and haven't come up with anything to indicate that there are spreadsheets already done, but if there are I would rather not have to continually reinvent the wheel.

As an example, I own an Apple butterfly dated November 16 ( 3/6/3 470/520/570 ).
I manually created a spreadsheet that takes my initial investment and runs it against a matrix of prices showing breakeven point and profit or loss . I have seen graphics on " options action" that graphically display "hockey stick " charts . it seems that it would also be possible to to manipulate the "fly" as it marches toward expiration by manipulating components and illustrating how that would affect profitability. ( buy to close the middle leg greatly increasing upside potential)

are there templates for this kind of spreadsheet or is it possible that I am misunderstanding the nature of this group ? perhaps all that is being done here are functions and there are no predefined , target oriented spreadsheets.

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7a

Re: 2016 LEAP options

Fri Oct 25, 2013 1:35 pm (PDT) . Posted by:

optionstan

It hasn't been well publicized yet, but beginning in January 2016 newly listed options (obvious exception is VIX) will reflect a Friday expiration date.

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

I ran into this earlier. For some reason, the Jan 2016 Leaps are not using a standard monthly expiration date. So you need to specify the exact date. For example, this does work:

=smfGetOptionQuotes("aapl 1/15 16 330 call","l",0,"Y")

Usually, the ticker symbol contains the Saturday date. These have the Friday date. I don't know why.

On Thu, Oct 24, 2013 at 9:13 AM, <joshi_mandar@... mailto:joshi_mandar@...> wrote:

Randy - I am trying to get quotes for 2016 LEAPs using the tool. For example: smfGetOptionQuotes("aapl Jan 16 330 call","l",0,"Y"). It's throwing an error. I tried multiple companies. Same error for 2016 LEAPs. Same formula works well for 2015 LEAP options. Any idea?

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8 Data validity (current-ness)?

Fri Oct 25, 2013 6:25 pm (PDT) . Posted by:

carljhansen

Hi All,
For the past 6+ years, I purchased Hemscott (now Morningstar) fundamental data from a service much like SMF - but fairly expensive. I found that Hemscott employed a group of people to enter newly released quarterly data. But, to keep people gainfully employed throughout the quarter, they would parse the returns out over the quarter. You could only be reasonably assured that large companies would be updated in the database quickly - smaller companies might not get entered until 90 days or more after the earnings data was released. Some company data was more than 6 months old. Two data elements I relied on where: 1) the date that the most recent data was released and 2) the date the data was loaded into the database by Hemscott.

If that is the best Hemscott (Morningstar) can provide to customers paying mid 4 $digit subscription fees, are we sure that Yahoo, MSN etc. are providing data that is more current? I could certainly follow the data for an earnings season and see when each company's data reflected an update, but hoped that someone here can state that they do better than Hemscott.

Even if they are getting their data from Morningstar - the price difference makes SMF a nobrainer and I thank Randy for the work he has done.

Carl Hansen

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9a

P\E ratio for SPY versus IBM from Yahoo Finance

Sat Oct 26, 2013 12:04 am (PDT) . Posted by:

amitc@ymail.com

Hello,

I noticed P\E ratio for SPY is not being returned, while it works for IBM using
=RCHGetYahooQuotes("spy","r") n\a

=RCHGetYahooQuotes("ibm","r") 12.31

The Yahoo finance page shows it as 15 for SPY, http://finance.yahoo.com/q?s=spy
& 12.25 for http://finance.yahoo.com/q?s=ibm&ql=1

The market is closed, so it is not changing.

Any thoughts on how to get it for SPY or other ETFs?

I can try something like RCHGetTableCell("http://finance.yahoo.com/q?s="SPY",1,">P/E")
but that is too fragile.

Thanks
Amit

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9b

Re: P\E ratio for SPY versus IBM from Yahoo Finance

Sat Oct 26, 2013 12:14 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Fixed, your formula does it:

=RCHGetTableCell("http://finance.yahoo.com/q?s=SPY",1,">P/E")

I'm not sure what you mean by "fragile". Certainly, it takes more time if
you need a few of them.

But RCHGetYahooQuotes() can only return it if Yahoo populates it on the CSV
file. Since the value is N/A, they apparently aren't. It used to be easy to
get from the ETF browser, but they've overhauled that to the point where
it's useless for extraction.

On Sat, Oct 26, 2013 at 12:04 AM, <ac11@rajgad.com> wrote:

>
> I noticed P\E ratio for SPY is not being returned, while it works for IBM
> using
> =RCHGetYahooQuotes("spy","r") n\a
> =RCHGetYahooQuotes("ibm","r") 12.31
>
> The Yahoo finance page shows it as 15 for SPY,
> http://finance.yahoo.com/q?s=spy
> & 12.25 for http://finance.yahoo.com/q?s=ibm&ql=1
>
> The market is closed, so it is not changing.
>
> Any thoughts on how to get it for SPY or other ETFs?
>
> I can try something like RCHGetTableCell("http://finance.yahoo.com/q?s=
> "SPY",1,">P/E")
> but that is too fragile.
>
>