Jumat, 29 April 2016

[smf_addin] Digest Number 3686[2 Attachments]

6 Messages

Digest #3686

Messages

Thu Apr 28, 2016 6:58 am (PDT) . Posted by:

cs22kz

Hi, I would like to use the ratio analysis template from the wharton coursera course on Financial Analyis.

Would someone know how to make it work with the plug-in?

Best regards
A


Attachment(s) from
1 of 1 File(s)

Thu Apr 28, 2016 4:06 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

As long as you can find a source for each input data item, you should be
able to use the add-in to populate the workbook. But that won't be a small
task...

Do they type in each item? From where? If online, just pull it
automatically.

On Thu, Apr 28, 2016 at 5:43 AM, andre.heggli@
​...wrote:

>
> Hi, I would like to use the ratio analysis template from the wharton
> coursera course on Financial Analyis.
>
> Would someone know how to make it work with the plug-in?
>
> Best regards
> A
>
> Attachment(s) from andre.heggli@hotmail.com [smf_addin] | View
> attachments on the web
> <https://groups.yahoo.com/neo/groups/smf_addin/attachments/1022083464;_ylc=X3oDMTJyOWxzOGl0BF9TAzk3MzU5NzE0BGdycElkAzE4MDk0NjIwBGdycHNwSWQDMTcwNTYzMjE5OARzZWMDYXR0YWNobWVudARzbGsDdmlld09uV2ViBHN0aW1lAzE0NjE4NTE5MTc->
>
> 1 of 1 File(s)
> coursera Wharton valuation model.xlsx
> <https://xa.yimg.com/kq/groups/18094620/1267079590/name/coursera%20Wharton%20valuation%20model%2Exlsx>
> ------------------------------
>
>

Fri Apr 29, 2016 1:42 am (PDT) . Posted by:

cs22kz

Hi, I thought I would adapt it using the plug-in so that it updates the information based on each stock. The info in there is just hardcoded as an example.

Would you know how to do it? I think it could be quite a useful tool.

Thu Apr 28, 2016 8:06 am (PDT) . Posted by:

cs22kz

Hi, I wanted to try using the ratio analysis model from the Wharton Course on financial analysis, but not sure I use the plug-in correctly.

Would someone be willing to have a look at the spreadsheet and see if they could adapt it to the plug-in?





Best regards


Attachment(s) from
1 of 1 File(s)

Thu Apr 28, 2016 7:16 pm (PDT) . Posted by:

"Ron Spruell" hashky

I must be doing something wrong. I put in the JSON URL:"http://www.cefconnect.com/api/v3/DailyPricing?props=Ticker,Name,DistributionRateNAV,LastUpdated,Discount,DistributionRatePrice,ReturnOnNAV,CategoryId,CategoryName,IsManagedDistribution,Price,PriceChange,NAV,NAVPublished,Cusip/

in Cell D7.
I put in "{" in D8.
I don't get the site broken down as it should be. Under Find Nest I get 32767.
Ron

From: "Randy Harmelink rharmelink@gmail.com [smf_addin]" <smf_addin@yahoogroups.com>
To: smf_addin@yahoogroups.com
Sent: Wednesday, April 20, 2016 4:28 PM
Subject: Re: [smf_addin] CEFconnect.com [Solved]

  There are so many ways to go about it, that it depends so much on what you're trying to extract and how you're planning to use it. For example, try this:

1. Open the SMF-Quick-Webpage-Examination.xls template.
2. Go to the "By Cascading Value" worksheet
3. Enter your URL in the "Web Page" entry cell
4. Enter "{" into the "String" entry cell

The result should be the entire file broken up line by line. I see 553 different lines.

Then, you could add columns for each field you want to extract, using the column header to do the extraction from that column of data, using the smfStrExtr() function.

Depends on whether you want to build a table, or do it ticker by ticker. However, if you do build the table, you can always use VLOOKUP() to find the individual pieces of data you're interested in.

On Wed, Apr 20, 2016 at 1:42 PM, hashky@yahoo.com [smf_addin] <smf_addin@yahoogroups.com> wrote:

Is there an easier way to do the following?

I got the spreadsheet going.  Below are the typical equations for text and value fields.  As I looked at the data, it seems that "{" and "}" designated a change database records.  So I did a string extract (smfStrExtr) to limit the returns to text between the brackets.  This way I am assured that I have the information is for the right  Ticker.

Typical Ticker VMO
Text
=(smfStrExtr(smfStrExtr(RCHGetWebData("http://www.cefconnect.com/api/v3/DailyPricing?props=Ticker,Name,DistributionRateNAV,LastUpdated,Discount,DistributionRatePrice,ReturnOnNAV,CategoryId,CategoryName,IsManagedDistribution,Price,PriceChange,NAV,NAVPublished,Cusip/","""Ticker"":"""&B93&"""",400,-1),"{","}"),"""Name"":",","))

Values
=smfConvertData(smfStrExtr(smfStrExtr(RCHGetWebData("http://www.cefconnect.com/api/v3/DailyPricing?props=Ticker,Name,DistributionRateNAV,LastUpdated,Discount,DistributionRatePrice,ReturnOnNAV,CategoryId,CategoryName,IsManagedDistribution,Price,PriceChange,NAV,NAVPublished,Cusip/","""Ticker"":"""&B93&"""",400,-1),"{","}"),"""DistributionRatePrice";":",","))

There is probably very little interest in the group in closed end funds.  They have more risk than open end funds.  If anyone wants a copy I will post.

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Thu Apr 28, 2016 7:31 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Hmmm. Mine looks like this:

*Web Page:*
http://www.cefconnect.com/api/v3/DailyPricing?props=Ticker,Name,DistributionRateNAV,LastUpdated,Discount,DistributionRatePrice,ReturnOnNAV,CategoryId,CategoryName,IsManagedDistribution,Price,PriceChange,NAV,NAVPublished,Cusip/
*String:* {

*Find Next* *Start* *Web page content*
*--* *1* [{"Ticker":"MFM","Name":"MFS Municipal
Income","DistributionRateNAV":5.09,"LastUpdated":"2016-04-27T00:00:00","Discount":-3.97,"DistributionRatePrice":5.30,"ReturnOnNAV":7.43,"CategoryId":1,"CategoryName":"Tax-Free
Income-High
Yield","IsManagedDistribution":false,"Price":7.25000,"PriceChange":-0.06,"NAV":7.550000,"NAVPublished":"2016-04-27T00:00:00"},{"Ticker":"CXE","Name":"MFS
High Income
Municipal","DistributionRateNAV":5.44,"LastUpdated":"2016-04-27T00:00:00","Discount":-4.54,"DistributionRat
*2* *2* {"Ticker":"MFM","Name":"MFS Municipal
Income","DistributionRateNAV":5.09,"LastUpdated":"2016-04-27T00:00:00","Discount":-3.97,"DistributionRatePrice":5.30,"ReturnOnNAV":7.43,"CategoryId":1,"CategoryName":"Tax-Free
Income-High
Yield","IsManagedDistribution":false,"Price":7.25000,"PriceChange":-0.06,"NAV":7.550000,"NAVPublished":"2016-04-27T00:00:00"},{"Ticker":"CXE","Name":"MFS
High Income
Municipal","DistributionRateNAV":5.44,"LastUpdated":"2016-04-27T00:00:00","Discount":-4.54,"DistributionRate
*353* *354* {"Ticker":"CXE","Name":"MFS High Income
Municipal","DistributionRateNAV":5.44,"LastUpdated":"2016-04-27T00:00:00","Discount":-4.54,"DistributionRatePrice":5.70,"ReturnOnNAV":7.58,"CategoryId":1,"CategoryName":"Tax-Free
Income-High
Yield","IsManagedDistribution":false,"Price":5.26000,"PriceChange":-0.03,"NAV":5.510000,"NAVPublished":"2016-04-27T00:00:00"},{"Ticker":"CMU","Name":"MFS
High Yield Municipal
Trust","DistributionRateNAV":5.58,"LastUpdated":"2016-04-27T00:00:00","Discount":-1.91,"Distri
*358* *711* {"Ticker":"CMU","Name":"MFS High Yield Municipal
Trust","DistributionRateNAV":5.58,"LastUpdated":"2016-04-27T00:00:00","Discount":-1.91,"DistributionRatePrice":5.68,"ReturnOnNAV":7.49,"CategoryId":1,"CategoryName":"Tax-Free
Income-High
Yield","IsManagedDistribution":false,"Price":4.85570,"PriceChange":-0.01,"NAV":4.950000,"NAVPublished":"2016-04-27T00:00:00"},{"Ticker":"NMZ","Name":"Nuveen
Muni High Inc
Opp","DistributionRateNAV":6.58,"LastUpdated":"2016-04-27T00:00:00","Discount":2.02,"Distribu
*363* *1073* {"Ticker":"NMZ","Name":"Nuveen Muni High Inc
Opp","DistributionRateNAV":6.58,"LastUpdated":"2016-04-27T00:00:00","Discount":2.02,"DistributionRatePrice":6.45,"ReturnOnNAV":6.91,"CategoryId":1,"CategoryName":"Tax-Free
Income-High
Yield","IsManagedDistribution":false,"Price":14.14000,"PriceChange":0.00,"NAV":13.860000,"NAVPublished":"2016-04-27T00:00:00"},{"Ticker":"MAV","Name":"Pioneer
Muni High Inc
Adv","DistributionRateNAV":6.69,"LastUpdated":"2016-04-27T00:00:00","Discount":11.71,"Distribution

On Thu, Apr 28, 2016 at 7:13 PM, Ron Spruell hashky@
​...wrote:

>
>
> I must be doing something wrong. I put in the JSON URL:
> "
> http://www.cefconnect.com/api/v3/DailyPricing?props=Ticker,Name,DistributionRateNAV,LastUpdated,Discount,DistributionRatePrice,ReturnOnNAV,CategoryId,CategoryName,IsManagedDistribution,Price,PriceChange,NAV,NAVPublished,Cusip/
>
> in Cell D7.
>
> I put in "{" in D8.
>
> I don't get the site broken down as it should be. Under Find Nest I get
> 32767.
>
>
For the Add-in, Documentation, Templates, Tips and FAQs, visit http://ogres-crypt.com/SMF

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