Kamis, 05 Februari 2015

[smf_addin] Digest Number 3313

5 Messages

Digest #3313
1a
Re: Erratic Morningstar retrievals - 2015 by "David Nicholson" djsnicholson
1b
Re: Erratic Morningstar retrievals - 2015 by "Randy Harmelink" rharmelink
2b
Re: Gurufocus Non US Listed Stocks by "Randy Harmelink" rharmelink
2c
Re: Gurufocus Non US Listed Stocks by "Soemoe Win" soemoe.theinwin

Messages

Wed Feb 4, 2015 8:31 am (PST) . Posted by:

"David Nicholson" djsnicholson

Hi Randy,
In developing an excel app to assess portfolio diversification ​via an
X-ray look through to the underlying Morningstar diversification of each
mutual fund holding, I am trying to extract the numbers in the style box
in the via the RCHGetTableCell call. % of portfolio in Large Growth, %
small cap value, etc. etc.

eg.
http://portfolios.morningstar.com/fund/summary?t=FDSAX®ion=usa&culture=en-US

Even using httpFox, I am unable to identify any static page which holds
this information. Have you or anyone else previously extracted this
Morningstar information using the SMF_addin?
Thanks again for all that you do.
Regards,
David

On Sun, Jan 25, 2015 at 7:02 PM, Randy Harmelink rharmelink@gmail.com
[smf_addin] <smf_addin@yahoogroups.com> wrote:

>
>
> 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.
>>
>>
>
>

Wed Feb 4, 2015 3:53 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

See:
https://groups.yahoo.com/neo/groups/smf_addin/conversations/messages/26221

Just checked. It still works. :)

httpFox wouldn't help, because the data is defined in an array within
Javascript on the original web page.

On Wed, Feb 4, 2015 at 9:30 AM, David Nicholson djsn@...wrote:

>
> In developing an excel app to assess portfolio diversification ​via an
> X-ray look through to the underlying Morningstar diversification of each
> mutual fund holding, I am trying to extract the numbers in the style box
> in the via the RCHGetTableCell call. % of portfolio in Large Growth, %
> small cap value, etc. etc.
>
> eg.
> http://portfolios.morningstar.com/fund/summary?t=FDSAX®ion=usa&culture=en-US
>
> Even using httpFox, I am unable to identify any static page which holds
> this information. Have you or anyone else previously extracted this
> Morningstar information using the SMF_addin?
>
>

Wed Feb 4, 2015 8:45 am (PST) . Posted by:

soemoe.theinwin

I managed to get it working thanks for your help.

I was wondering if you knew of a way to import the "Annual Rates (per share)" info which is at the top left of the 10 yr Financials tab. I am trying to create a spreadsheet where i have multiple tickers down the left hand side with say 5yr Revenue Growth and 5yr EBIT growth in the cells next to it..


Many thanks!







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

Thanks Randy. Updated the file and uploaded it. Works for US stocks but can't test it for overseas. LMK if it works...

Wed Feb 4, 2015 3:58 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

Plain vanilla RCHGetTableCell() functions should do the trick:

=RCHGetTableCell("http://www.gurufocus.com/financials/"&$C3,2,"Revenue
Growth (%)")
=RCHGetTableCell("http://www.gurufocus.com/financials/"&$C3,2,"EBITDA
Growth (%)")

On Wed, Feb 4, 2015 at 9:45 AM, soemoe.theinwin@yahoo.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:

>
> I was wondering if you knew of a way to import the "Annual Rates (per
> share)" info which is at the top left of the 10 yr Financials tab. I am
> trying to create a spreadsheet where i have multiple tickers down the left
> hand side with say 5yr Revenue Growth and 5yr EBIT growth in the cells next
> to it..
>

Thu Feb 5, 2015 1:29 am (PST) . Posted by:

"Soemoe Win" soemoe.theinwin

That seems to be working great - thank you!!

On Thursday, February 5, 2015 12:58 AM, "Randy Harmelink rharmelink@gmail.com [smf_addin]" <smf_addin@yahoogroups.com> wrote:


  Plain vanilla RCHGetTableCell() functions should do the trick:

=RCHGetTableCell("http://www.gurufocus.com/financials/"&$C3,2,"Revenue Growth (%)")
=RCHGetTableCell("http://www.gurufocus.com/financials/"&$C3,2,"EBITDA  Growth (%)")

On Wed, Feb 4, 2015 at 9:45 AM, soemoe.theinwin@yahoo.com [smf_addin] <smf_addin@yahoogroups.com> wrote:

I was wondering if you knew of a way to import the "Annual Rates (per share)" info which is at the top left of the 10 yr Financials tab. I am trying to create a spreadsheet where i have multiple tickers down the left hand side with say 5yr Revenue Growth and 5yr EBIT growth in the cells next to it..

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