Senin, 26 Januari 2015

[smf_addin] Digest Number 3305

6 Messages

Digest #3305
1a
Re: Erratic Morningstar retrievals - 2015 by "David Nicholson" djsnicholson
1b
Re: Erratic Morningstar retrievals - 2015 by "Randy Harmelink" rharmelink
1c
Re: Erratic Morningstar retrievals - 2015 by "David Nicholson" djsnicholson
1d
Re: Erratic Morningstar retrievals - 2015 by "Randy Harmelink" rharmelink
2b
Re: OX Greeks via smfGetOptionQuotes by "Randy Harmelink" rharmelink

Messages

Sun Jan 25, 2015 3:24 pm (PST) . Posted by:

"David Nicholson" djsnicholson

Randy,
Thanks agian. The ETF and CEF's worked fine. Is their a similar basic
feeder page for stocks and mutual funds on Morningstar?​
David

On Mon, Jan 19, 2015 at 9:17 PM, David Nicholson <djsn@concentric.net>
wrote:

> Randy,
> Many thanks​. My remaining Morningstar quarterly data
> retrieval issues were resolved with the revised new call, and as suggested
> I used variable parameters for the year and quarter to simplify the
> automation process.
> Thanks again.
> David
> PS: Is there a way in which I could contribute to the SMF support effort?
> As mentioned earlier, you and SMF have saved hundreds of thousands of hours
> across the userbase including quite a few of my personal hours. I would
> like to contribute $500 to the SMF cause as a small token of my
> appreciation.
>
> On Mon, Jan 19, 2015 at 3:22 PM, Randy Harmelink rharmelink@gmail.com
> [smf_addin] <smf_addin@yahoogroups.com> wrote:
>
>>
>>
>> Your formula doesn't work because the URL you are creating brings up a
>> blank web page. You took off too many parameters. Try:
>>
>> =RCHGetTableCell("
>> http://performance.morningstar.com/Performance/cef/historical-returns.action?y=5&freq=q&t=
>> "&$B26,
>> 1,"2014","Q4")
>>
>> Rather than hard-code the year, you can use the HTML "ID"s they've set up
>> for each line. For example:
>>
>> =RCHGetTableCell("
>> http://performance.morningstar.com/Performance/cef/historical-returns.action?y=5&freq=q&t=
>> "&$B26,
>> 1,"year0_q0")
>>
>> The suffix on year increments by one for each additional year. The "y="
>> parameter on the URL allows you to specify the number of years (even up to
>> 30 or 40?). The suffix on quarters varies from 0 to 3. But I think there
>> are issues there on a first year that is incomplete.
>>
>> On Mon, Jan 19, 2015 at 12:30 PM, David Nicholson djsn@...wrote:
>>
>>>
>>> ​Randy,
>>> Many thanks again for your wise counsel. I have resolved 90% of my
>>> Morningstar problems using the calls to the =RCHGetTableCell function. It
>>> worked perfectly for both the trailing returns and annual returns.
>>>
>>> However when I applied the same technique to retrieve quarterly returns
>>> from your "historical-returns.action" table, I keep getting "Error"
>>> returns. Here is your link from your email which I can see has the correct
>>> data. I just can not retrieve the quarterly data in my spreadsheet.
>>>
>>> Here is your link:
>>> ​
>>>
>>> http://performance.morningstar.com/Performance/cef/historical-returns.action?&t=ARCX:VTI®ion=usa&culture=en-US&cur=&ops=clear&s=0P00001MK8&y=5&ndec=2&ep=true&freq=q&annlz=true&comparisonRemove=false&benchmarkSecId=&benchmarktype=
>>>
>>> As before, the VTI ticker is in cell B42. Here is my cell function call:
>>>
>>> =RCHGetTableCell("
>>> http://performance.morningstar.com/Performance/cef/historical-returns.action?t=
>>> "&$B42,1,"2014&quot;,"Q4")
>>>
>>>
>>
>>
>
>

Sun Jan 25, 2015 3:35 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

I'm not sure what you mean by "basic feeder page", but the quarterly URL
worked for stocks, didn't it?

As I mentioned, there are a significant number of static web pages used to
build the dynamic web pages. I haven't mapped them all. I have a reference
sheet, but it's only a smattering of possibilities. Especially since I deal
only with the day-to-day stocks and ETFs, and ignore pretty much everything
else.

On Sun, Jan 25, 2015 at 4:24 PM, David Nicholson djsn@...wrote:

>
> Thanks agian. The ETF and CEF's worked fine. Is their a similar basic
> feeder page for stocks and mutual funds on Morningstar?​
>
>
>

Sun Jan 25, 2015 3:50 pm (PST) . Posted by:

"David Nicholson" djsnicholson

Randy,
Sorry, I referred to the static pages as "feeder pages" to the dynamic
report layouts.​ (just my thought process) I did not test the process for
stocks as the URL mid-string referred to "cef" not stks or mf. I guessed at
the page URL but it didn't work. Hence my question.
For example, in trying to access the information for MF's, I used the
following
=RCHGetTableCell("
http://performance.morningstar.com/fund/performance-return.action?t="&$F43,3,"Turnover
Ratio")
where cell F43 has the mutual fund ticker.
I am sure that my error is something simple, but your notion of "static
pages" has prompted me to change all of my report retrieval methodologies
to refer to "static pages" to conform with a more timely consistent
updating Morningstar process.
Sorry for the confusion. Sorry to trouble you again.
David

On Sun, Jan 25, 2015 at 6:35 PM, Randy Harmelink rharmelink@gmail.com
[smf_addin] <smf_addin@yahoogroups.com> wrote:

>
>
> I'm not sure what you mean by "basic feeder page", but the quarterly URL
> worked for stocks, didn't it?
>
> As I mentioned, there are a significant number of static web pages used to
> build the dynamic web pages. I haven't mapped them all. I have a reference
> sheet, but it's only a smattering of possibilities. Especially since I deal
> only with the day-to-day stocks and ETFs, and ignore pretty much everything
> else.
>
> On Sun, Jan 25, 2015 at 4:24 PM, David Nicholson djsn@...wrote:
>
>>
>> Thanks agian. The ETF and CEF's worked fine. Is their a similar basic
>> feeder page for stocks and mutual funds on Morningstar?​
>>
>>
>>
>
>

Sun Jan 25, 2015 4:02 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

The turnover ratio is on a different "static"/"feeder" page:

http://performance.morningstar.com/Performance/fund/performance-history-1.action?&t=VFINX&s=0P00001MK8&ndec=2&ep=true&align=m&y=15

I get these via a "URL sniffer". I use the httpFox extension with FireFox:

https://addons.mozilla.org/en-US/firefox/addon/httpfox/

On Sun, Jan 25, 2015 at 4:49 PM, David Nicholson djsn@...wrote:

>
> Sorry, I referred to the static pages as "feeder pages" to the dynamic
> report layouts.​ (just my thought process) I did not test the process for
> stocks as the URL mid-string referred to "cef" not stks or mf. I guessed at
> the page URL but it didn't work. Hence my question.
> For example, in trying to access the information for MF's, I used the
> following
> =RCHGetTableCell("
> http://performance.morningstar.com/fund/performance-return.action?t="&$F43,3,"Turnover
> Ratio")
> where cell F43 has the mutual fund ticker.
> I am sure that my error is something simple, but your notion of "static
> pages" has prompted me to change all of my report retrieval methodologies
> to refer to "static pages" to conform with a more timely consistent
> updating Morningstar process.
>
>

Sun Jan 25, 2015 8:47 pm (PST) . Posted by:

chatsarathy

Randy,

Any update on the Theta not working for the Put, option chain from OX, but it works just fine on the Call.


=smfGetOptionQuotes("SDY 2/20 2015 78 C", "2",,"OX") works, but



=smfGetOptionQuotes("SDY 2/20 2015 78 P", "2",,"OX") results in "Invalid Put/Call indicator



Thanks


Sun Jan 25, 2015 8:50 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

Yup. The "OX" data source only works for calls. I haven't found a way to
get a direct web page on OX that has the greeks for the puts.

On Sun, Jan 25, 2015 at 9:44 PM, partha@... wrote:

>
> Any update on the Theta not working for the Put, option chain from OX, but
> it works just fine on the Call.
>
> =smfGetOptionQuotes("SDY 2/20 2015 78 C", "2",,"OX") works, but
>
> =smfGetOptionQuotes("SDY 2/20 2015 78 P", "2",,"OX") results in "Invalid
> Put/Call indicator
>
>
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