Jumat, 03 November 2017

[smf_addin] Digest Number 4199

15 Messages

Digest #4199
1a
Re: smfGetPortfolioView() by "Randy Harmelink" rharmelink
1b
Re: smfGetPortfolioView() by "Randy Harmelink" rharmelink
1c
Re: smfGetPortfolioView() by "Robbie Geary" rgearyiii
1e
Re: smfGetPortfolioView() by indinvestor111
2.4
Re: RCHGetYahooQuotes(B6:B50,C4:V4) by "Michael Henry" midhenry1
4
help with code by friedman_steve
6a
Re: Yahoo quotes by "V. Shankar" tarakayan

Messages

Fri Nov 3, 2017 3:22 am (PDT) . Posted by:

"Randy Harmelink" rharmelink


Previous Close and Change % do exist. These are the new fields I'm thinking
of adding:

dividendDate
dividendRate
trailingAnnualDividendYield
trailingAnnualDividendRate
earningsDate
priceToBook
bookValue
epsForward
pegRatio
forwardPE
ebitda
shortRatio
shareFloat
currency
bidSize
askSize
regularMarketPreviousClose
regularMarketChangePercent
regularMarketDayRange
averageDailyVolume10Day
exchangeDataDelayedBy
fiftyDayAverage
fiftyDayAverageChange
fiftyDayAverageChangePercent
twoHundredDayAverage
twoHundredDayAverageChange
twoHundredDayAverageChangePercent
fiftyTwoWeekRange
fiftyTwoWeekLow
fiftyTwoWeekLowChange
fiftyTwoWeekLowChangePercent
fiftyTwoWeekHigh
fiftyTwoWeekHighChange
fiftyTwoWeekHighChangePercent
postMarketTime
postMarketPrice
postMarketChange
postMarketChangePercent
preMarketTime
preMarketPrice
preMarketChange
preMarketChangePercent

​They aren't all populated right now, and I can't tell if that's because
they aren't used, or if it is a timing issue.​ For example, the "post"
fields are currently populated, but not the "pre". That may change in a few
hours. And right now, earningsDate isn't populated on my test case, but it
may only be populated shortly before the next earnings release.

Two other issues I had been thinking about before I was forced to release
it early:

1. Whether I should customize the JSON call? Right now, I ask for all
fields and extract what I need. But I would expect that to be a burden on
Yahoo, especially if someone only wants a few fields. I don't know how much
effort it takes for Yahoo to populate everything. The turnaround time seems
pretty quick.

2. Whether I should add additional date fields for the EXCEL serial data
conversions of the raw UNIX date values. I suspect almost everyone would
want the EXCEL serial date values.

And a new issue -- could I make RCHGetYahooQuotes() use the JSON file data?
Make the changeover transparent to users of that function. But that would
take too long to do, I think. I'd probably have to write a new function and
map things one to one. And getting things the same for every permutation of
usages could be a nightmare. Backward compatibility can be a PITA. :(

Man, I would love to see some data service take what I've done and move it
a step beyond. If only I had the data and the time and the resources...

GuruFocus has their own add-in, but it is so limited, both in functionality
and in usage limits. It boggles my mind, because the CSV file I can
download for a company as a subscriber contains 30 annual periods and 120
quarterly periods of all of their financial line items. I tried to get them
to do historical adjust quotes back in May, but the person I talked to
wasn't interested in hearing about it. I wonder how many new subscribers
they'd get if they improved upon Yahoo's historical quotes, current quotes,
and my add-in? What it would be worth to people per month?

Portfolio123 would have been another option, except that they can't freely
distribute the point-in-time data they have.

Did you ever use the old SSG file formats?

On Fri, Nov 3, 2017 at 2:45 AM, Robbie Geary rgearyiii@gmail.com
[smf_addin] <smf_addin@yahoogroups.com> wrote:

>
> How about
> ​​
> Previous Close and Change %? These are useful for validation (checking
> for internal consistency) of the other quote items.
>
>
>

Fri Nov 3, 2017 3:31 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

I was just looking at that. It appears there are a number of additional
fields now available. I just rewrote the old function and didn't see if
something had been added when Yahoo did the changeover.

But, yes, the template does have everything that is currently available.

On Fri, Nov 3, 2017 at 2:14 AM, Robbie Geary rgearyiii@
​...
wrote:

>
> Does the example
>
> =smfGetYahooPortfolioView("IBM,MMM","010203040506070809101112131415
> 16171819202122232425262728293031323334",,1)
>
> get everything that is available?
>
>

Fri Nov 3, 2017 3:42 am (PDT) . Posted by:

"Robbie Geary" rgearyiii

These would be good to have!

On Fri, Nov 3, 2017 at 9:22 PM, Randy Harmelink rharmelink@gmail.com
[smf_addin] <smf_addin@yahoogroups.com> wrote:

>
>
> ​
> Previous Close and Change % do exist. These are the new fields I'm
> thinking of adding:
>
> dividendDate
> dividendRate
> trailingAnnualDividendYield
> trailingAnnualDividendRate
> earningsDate
> priceToBook
> bookValue
> epsForward
> pegRatio
> forwardPE
> ebitda
> shortRatio
> shareFloat
> currency
> bidSize
> askSize
> regularMarketPreviousClose
> regularMarketChangePercent
> regularMarketDayRange
> averageDailyVolume10Day
> exchangeDataDelayedBy
> fiftyDayAverage
> fiftyDayAverageChange
> fiftyDayAverageChangePercent
> twoHundredDayAverage
> twoHundredDayAverageChange
> twoHundredDayAverageChangePercent
> fiftyTwoWeekRange
> fiftyTwoWeekLow
> fiftyTwoWeekLowChange
> fiftyTwoWeekLowChangePercent
> fiftyTwoWeekHigh
> fiftyTwoWeekHighChange
> fiftyTwoWeekHighChangePercent
> postMarketTime
> postMarketPrice
> postMarketChange
> postMarketChangePercent
> preMarketTime
> preMarketPrice
> preMarketChange
> preMarketChangePercent
>
> ​They aren't all populated right now, and I can't tell if that's because
> they aren't used, or if it is a timing issue.​ For example, the "post"
> fields are currently populated, but not the "pre". That may change in a few
> hours. And right now, earningsDate isn't populated on my test case, but it
> may only be populated shortly before the next earnings release.
>
> Two other issues I had been thinking about before I was forced to release
> it early:
>
> 1. Whether I should customize the JSON call? Right now, I ask for all
> fields and extract what I need. But I would expect that to be a burden on
> Yahoo, especially if someone only wants a few fields. I don't know how much
> effort it takes for Yahoo to populate everything. The turnaround time seems
> pretty quick.
>
> 2. Whether I should add additional date fields for the EXCEL serial data
> conversions of the raw UNIX date values. I suspect almost everyone would
> want the EXCEL serial date values.
>
> And a new issue -- could I make RCHGetYahooQuotes() use the JSON file
> data? Make the changeover transparent to users of that function. But that
> would take too long to do, I think. I'd probably have to write a new
> function and map things one to one. And getting things the same for every
> permutation of usages could be a nightmare. Backward compatibility can be a
> PITA. :(
>
> Man, I would love to see some data service take what I've done and move it
> a step beyond. If only I had the data and the time and the resources...
>
> GuruFocus has their own add-in, but it is so limited, both in
> functionality and in usage limits. It boggles my mind, because the CSV file
> I can download for a company as a subscriber contains 30 annual periods and
> 120 quarterly periods of all of their financial line items. I tried to get
> them to do historical adjust quotes back in May, but the person I talked to
> wasn't interested in hearing about it. I wonder how many new subscribers
> they'd get if they improved upon Yahoo's historical quotes, current quotes,
> and my add-in? What it would be worth to people per month?
>
> Portfolio123 would have been another option, except that they can't freely
> distribute the point-in-time data they have.
>
> Did you ever use the old SSG file formats?
>
> On Fri, Nov 3, 2017 at 2:45 AM, Robbie Geary rgearyiii@gmail.com
> [smf_addin] <smf_addin@yahoogroups.com> wrote:
>
>>
>> How about
>> ​​
>> Previous Close and Change %? These are useful for validation (checking
>> for internal consistency) of the other quote items.
>>
>>
>>
>

--
Robbie Geary

Fri Nov 3, 2017 5:24 am (PDT) . Posted by:

msdalt

x-dividend date would be valuable, at least to me.

Thanks for all you do!


Michael

Fri Nov 3, 2017 6:36 am (PDT) . Posted by:

indinvestor111

Thanks for looking into it, Randy!! I kind of thought those two fields were available when I saw them on the table that pops up when "edit view" is clicked.

Really appreciate your help!!

Fri Nov 3, 2017 6:04 am (PDT) . Posted by:

weldenc

Sorry I have to ask for help again. I had my spreadsheet working yesterday, but this morning all cells are returning #NAME?. Any ideas?



Fri Nov 3, 2017 6:36 am (PDT) . Posted by:

woodburydance

As a test I added the following to your smfGetYahooPortfolioView-Example.xls example spreadsheet. I added
=smfGetYahooPortfolioView($B$4:$B$411,$AK4:AN411, "01153034";,,1) to cell AK4 right next to the end of your data. I set it up as an array but all I get is "--" in all the cells in column AK through AN. I just don't see my mistake.


Sincerely,
Bruce

Fri Nov 3, 2017 8:32 am (PDT) . Posted by:

aeonff

I seem to get a not so updated price quote, it seems I am getting the opening price instead of the current or 20 minute delayed price. for example for the string:
=smfGetYahooPortfolioView("CBL","15")


I am getting the price of 6.10 since trading began.
The same thing happens with all tickers.




Fri Nov 3, 2017 8:58 am (PDT) . Posted by:

"Michael Henry" midhenry1

Randy,
Thanks for the pointer to the latest version.  I get:Stock Market Functions add-in, Version 2.1.2017.11.02 (C:\SMF Add-in; Windows (32-bit) NT 10.00; 16.0; ; ; 1)

The sample worksheet also works.
However, how do I refresh the data?   I heard mention of a macro.......?  Why not just the usual F9 refresh?
Also, the "Last Traded" data is a complete mystery to me. How is this translated into a time and date?
Thanks,
 - Michael
On Thursday, November 2, 2017, 10:33:30 AM PDT, Randy Harmelink rharmelink@gmail.com [smf_addin] <smf_addin@yahoogroups.com> wrote:

 

Sorry about the problem. I can't blame Yahoo for this one. I had a few assumptions about the data that were incorrect.
https://smf-add-in.blogspot.com/2017/11/new-zip-file-version-20171102.html

On Thu, Nov 2, 2017 at 8:47 AM, johnhoel1248@​... wrote:

My problem sounds like this except that I can sometimes get more data back. I suspect the specific symbol is not the real issue. I think Yahoo is dynamically throttling. 

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Fri Nov 3, 2017 6:52 am (PDT) . Posted by:

eadamy

Thanks. I had found the Subscribe to but it brought up gibberish (in Chrome). I just tried it in FireFox and it provides an active bookmark. Retried it in Chrome and same gibberish. If I'm not mistaken, Google owns Blogspot ... go figure.

Earl

Fri Nov 3, 2017 8:14 am (PDT) . Posted by:

JCHyjun

YAHOO can dislike SMF users but they do NOT have unique data (actually I use their so-called current price, today's % of price change, and dividends info). IBD isn't perfect because they ignore most of ADRs.

SMF interferes with advertisement biz model but supports Microsoft's Excel product. Should we have Microsoft on our side (how?) or migrate to Google Sheets (I know that Randy isn't fan of it).
I hope Randy will create new elements to replace YAHOO data soon

JCH


Fri Nov 3, 2017 7:05 am (PDT) . Posted by:

friedman_steve

Randy, as always... thank you.. this stuff is incredible.


I have the following formula that grabs avg volume:

=RCHGetTableCell("http:// finviz.com/quote.ashx?t= http://finviz.com/quote.ashx?t="&smfJoin("okta",","),1,"?t="&"okta";&"&",">"&"Avg Volume")



sometimes the website posts number with K at end, and sometimes with M (for thousand or million).
I can't figure out how to adjust code below so I grab in consistent manner (so the number is always in thousands or millions)?



Thanks.








Fri Nov 3, 2017 7:56 am (PDT) . Posted by:

jeanxsteinmetz

Hi Randy, I want to thank you for all the work you do sharing such a wonderful add-in.
Since Yahoo.com has changed so much I was wondering if you could provide me with a simple page extract from:
https://www.theglobeandmail.com/globe-investor/my-watchlist/?ord=1 https://www.theglobeandmail.com/globe-investor/my-watchlist/?ord=1
this page require free registration.
Please have a look,it would permit to extract, latest price and volume if needed.

I am a simple investor with limited knowledge of this subjects.
I can install the add-in in Excel, but no much more.
It is for stocks only but can include US and Canadian tickers, no options.

Thank you once again for what you provide us.
P.S. For US stocks I am using the Excel feature called RTD with a link to my Broker, but this doesn't work with Canadian tickers.


Fri Nov 3, 2017 9:21 am (PDT) . Posted by:

"V. Shankar" tarakayan

The same spreadsheet with smfGetYahooPortfolioView function was working fine earlier in the day...now only for the first 2 rows, it returned all values...I have around 135 US stock symbols in this spreadsheet.  anything I am missing?
thanksShankar
On Friday, November 3, 2017, 1:07:25 PM GMT+5:30, Randy Harmelink rharmelink@gmail.com [smf_addin] <smf_addin@yahoogroups.com> wrote:

 

As far as I know, smfGetYahooPortfolioView() is working OK right now. The only change in the pipeline is to allow non-US currencies.
All of the alternatives I've looked at were for exports of defined portfolios or watch lists.
On Thu, Nov 2, 2017 at 8:23 PM, 'V. Shankar' tarakayan@yahoo.com [smf_addin] <smf_addin@yahoogroups.com> wrote:

So all the work done by Randy using yahoo gone? This has been great for various portfolio analysis and never thought of alternatives.  Is smfyahooportfolioview also down?
What about one offered by excel using MSN money? I used work on this till I found smf....anyone is using this?Shankar

Fri Nov 3, 2017 9:25 am (PDT) . Posted by:

gustav@juhler.com

Hi all, I have a question regarding the function: smfGetYahooPortfolioView.


The price values are ignoring any tailing zeroes, such that the price "1230" will be displayed as "123", this is a problem, since it is not consistent when e.g. the price fluctuates to "1231", then it will be displayed as "1231".


I hope it makes sense, and that you can help me with a workaround?


Best
For the Add-in, Documentation, Templates, Tips and FAQs, visit http://ogres-crypt.com/SMF

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