Kamis, 09 November 2017

[smf_addin] Digest Number 4223

15 Messages

Digest #4223
3b
Re: smfGetYahooPortfolio 40,41,63,66,51,52 by "Randy Harmelink" rharmelink
4a
Re: smfGetBarchartPortfolioView example by "Randy Harmelink" rharmelink
5b

Messages

Thu Nov 9, 2017 10:23 am (PST) . Posted by:

john_hoel

This solution assumes that symbol is in column A of DataTable.

Thu Nov 9, 2017 10:38 am (PST) . Posted by:

a.bereziuk

Would this URL-request from MorningStar.com work faster than from FinViz.com?

http://quotes.morningstar.com/stockq/c-header?t=MMM http://quotes.morningstar.com/stockq/c-header?t=MMM

Because there is much less data to transmit than a FinViz page with a lot of data.

>Hmm. I could make an smfGetFinvizPortfolioView(). A lot of fields there. :)
good idea


Thu Nov 9, 2017 12:12 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

You mean, "Sorry, but you have accessed 100 web pages in the last 10
seconds. Wait an hour before doing more?"

I don't think that would help things at all. Monitoring usage would be a
nightmare as well. Right now, there is a 1000-web page limit, because a web
page gets stored first, before data is extracted from the web page.

However, when I first added logging, I was considering doing something that
would be useful to me -- polling what is actually being used, to help me
know which things are being used, how they are being used, and how often.

It's funny how people think they NEED everything they can get when it's
free. The reason I created the add-in in the first place was so that I
could get the data as I needed it, so I wouldn't need to download
everything into local databases (and then need to maintain it).

I was just at a community meeting this morning held by the director of the
retirement community I live in. One of the questions was why they had
stopped putting out breakfast items (bagels, danish, boxed cereals,
muffins, etc) at a Rec Center for the Independent Living folk. The reason
is because a few people would go into the Rec Center and grab a half-dozen
items at a time, leaving nothing for people that come later. So the usual
"a few people ruined it for everyone else". Sounds like they also spend a
lot every month on the Starbucks coffee machine they have in that Rec Room
as well. Apparently, even a few workers and off-site individuals would come
in and take things.

On Thu, Nov 9, 2017 at 10:41 AM, 'Kermit W. Prather' kermitp@
​...
wrote:

>
> Randy, if you are concerned about folks trying to do hundreds of items at
> one time.
>
> Why can't you code in a max value and only retrieve that many items.?
>
>
>

Thu Nov 9, 2017 12:13 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

It's usually more about the number of Internet requests than the speed of
the individual web pages.

On Thu, Nov 9, 2017 at 11:38 AM, a.bereziuk@
​...
wrote:

>
> Would this URL-request from MorningStar.com work faster than from
> FinViz.com?
>
> http://quotes.morningstar.com/stockq/c-header?t=MMM
>
> Because there is much less data to transmit than a FinViz page with a lot
> of data.
>
> >Hmm. I could make an smfGetFinvizPortfolioView(). A lot of fields there.
> :)
> good idea
>
>
>

Thu Nov 9, 2017 11:27 am (PST) . Posted by:

rr76012

Thu 11/9/2017


Hello Randy,


re:FYI, smfGetYahooPortfolio (40,41,63,66,51,52)


Just downloaded your smfGetYahooPortfolioView from ;




http://ogres-crypt.com/SMF/Templates/#RCHGetTableCell() http://ogres-crypt.com/SMF/Templates/#RCHGetTableCell()

http://ogres-crypt.com/SMF/Templates/#RCHGetTableCell()
These numbers just below are not returning any info, I tried different stocks and nothing returned for any of the socks.


smfGetYahooPortfolio 40,41,63,66,51,52


No info downloading?


Take Care :+))


rr76012






Thu Nov 9, 2017 12:21 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

They are working fine here:

01 15 40 41 63 66 51 52
*Ticker Symbol* *Symbol* *Last Price* *Price/Book* *Book Val* *52-Wk
Low* *52-Wk
High* *Prev Close* *% Chg*
MMM MMM $228.16 11.75 $19.42 $169.79 $238.90 $229.83 -0.73%
LLY LLY $84.10 6.29 $13.37 $64.18 $89.09 $84.01 0.11%
MDT MDT $80.91 2.16 $37.41 $69.35 $89.72 $77.81 3.98%

Which version of the add-in are you using? Which ticker symbols are causing
problems?

On Thu, Nov 9, 2017 at 12:27 PM, rr76012@
​...
wrote:

> re:FYI, smfGetYahooPortfolio (40,41,63,66,51,52)
>
> Just downloaded your smfGetYahooPortfolioView from ;
> http://ogres-crypt.com/SMF/Templates/#RCHGetTableCell()
>
> <http://ogres-crypt.com/SMF/Templates/#RCHGetTableCell()>
> These numbers just below are not returning any info, I tried different
> stocks and nothing returned for any of the socks.
>
> smfGetYahooPortfolio 40,41,63,66,51,52
>
> No info downloading?
>
>
>

Thu Nov 9, 2017 11:55 am (PST) . Posted by:

"Randy Harmelink" rharmelink

The function can't work if you're not getting any data from:

​
=RCHGetWebData("https://core-api.barchart.com/v1/quotes/
get?symbols=MMM&fields=symbol,lastPrice")

I get:

{"count":1,"total":1,"data":[{"symbol":"MMM","lastPrice":"228.09"}],"errors":null}

What do you get if you go to the URL from the formula, using your browser?
IE returned the above string, even if I wasn't logged in to Barchart, so I
didn't think a login would be necessary.

On Thu, Nov 9, 2017 at 11:04 AM, pauljl52@
​...
wrote:

>
> I get the following results:
>
> For: =RCHGetElementNumber("Version")
>
> I get:
>
> Stock Market Functions add-in, Version 2.1.2017.11.08 (C:\SMF Add-in;
> Windows (32-bit) NT 5.01; 10.0; ; ; 1)
> For: =smfGetBarchartPortfolioView("MMM","009")
>
> I get:
> --
> For
> ​​
> =RCHGetWebData("https://core-api.barchart.com/v1/quotes/
> get?symbols=MMM&fields=symbol,lastPrice")
>
> I Get: empty cell
>
> *Re: ​ smfGetGuruFocusCSVItem-Examples.xls *
>
> You need to be a subscriber to grab the necessary CSV file.
>
> I am not a subscriber.
>
> When you answered :
> Hmmm. Scratch that. I just tried the JSON file with a browser without
> logging in and the file was delivered fine
>
> I thought that might apply to both GetGuruFocus and GetBarChart
>
>

Thu Nov 9, 2017 1:27 pm (PST) . Posted by:

ehrlichk

For =smfGetBarchartPortfolioView("MMM","009") I get 228.4


For =RCHGetWebData("https://core-api.barchart.com/v1/quotes/get?symbols=MMM&fields=symbol,lastPrice") I get {"count":1,"total":1,"data":[{"symbol":"MMM","lastPrice":"228.40"}],"errors":null}


If I go to https://core-api.barchart.com/v1/quotes/get?symbols=MMM&fields=symbol,lastPrice https://core-api.barchart.com/v1/quotes/get?symbols=MMM&fields=symbol,lastPrice in a browser (IE, Edge, or Chrome) I get basically the same, {"count":1,"total":1,"data":[{"symbol":"MMM","lastPrice":"228.39"}],"errors":null}


Thu Nov 9, 2017 1:37 pm (PST) . Posted by:

ehrlichk

I tried logging in to my free barchart account using IE. Didn't help.

Thu Nov 9, 2017 12:02 pm (PST) . Posted by:

jimmymc00


Hi Randy. Thanks for the new Add-in. Up and running and looking good! Nice work.

I'm looking at the 200+ Field Names and my eyes are starting to blur. :) Are the field names Mean Target Price and PEG Ratio (5yr. estimate) not on the list? If so I'll quit looking.........

Thanks for all you do. Jim

Thu Nov 9, 2017 12:37 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

Glad to hear the function is working for someone other than me! :)

I don't see any analyst information available for the Barchart views. The
Barchart licensing of the data may not allow them to distribute it that way.

On Thu, Nov 9, 2017 at 1:02 PM, jmcatee133@
​...
wrote:

>
> Hi Randy. Thanks for the new Add-in. Up and running and looking good!
> Nice work.
>
> I'm looking at the 200+ Field Names and my eyes are starting to blur. :)
> Are the field names Mean Target Price and PEG Ratio (5yr. estimate) not on
> the list? If so I'll quit looking.........
>
> Thanks for all you do. Jim
>

Thu Nov 9, 2017 1:09 pm (PST) . Posted by:

jimmymc00

Ha! After reading several hundred comments and responses along the way I think I'm starting to get this.

I liked your story on the community meeting and a few spoiling it for others. Reminds me of a meeting I held with military representatives back when I worked for a defense contractor. It was early in the morning and I had doughnuts and bagels for our guests. Being good military representatives they could not partake of these goodies unless they paid for them. Being the good contractor I put out a small basket for their donations and seeded it with a few dollars and change. At the end of the meeting all the doughnuts and bagels were gone. And so was the seed money!

-----Original Message-----
From: Randy Harmelink rharmelink@gmail.com [smf_addin] <smf_addin@yahoogroups.com>
To: smf_addin <smf_addin@yahoogroups.com>
Sent: Thu, Nov 9, 2017 3:38 pm
Subject: Re: [smf_addin] 11-8-17 smfGetBarchartPortfolio installation

Glad to hear the function is working for someone other than me! :)

I don't see any analyst information available for the Barchart views. The Barchart licensing of the data may not allow them to distribute it that way.

On Thu, Nov 9, 2017 at 1:02 PM, jmcatee133@
​...
wrote:

Hi Randy. Thanks for the new Add-in. Up and running and looking good! Nice work.

I'm looking at the 200+ Field Names and my eyes are starting to blur. :) Are the field names Mean Target Price and PEG Ratio (5yr. estimate) not on the list? If so I'll quit looking.........

Thanks for all you do. Jim

Thu Nov 9, 2017 1:12 pm (PST) . Posted by:

davie_001

Thanks to the excellent work by Randy to create a replacement for the RCHGetYahooQuotes() function loss, I didn't lose a day posting directly into my Spreadsheet portfolio, which accesses the current market value to feed directly into my market valuation.


A simple portfolio layout with Symbol, Descriptive Name, Shares, Market Value, Book Value and Gain/Loss would benefit from an up-to-date overall valuation, so feeding the current price and multiplying by the share count would produce a product giving the total for each holding.


With multiple accounts and multiple financial institutions, getting a consolidated value required doing it myself, and the spreadsheet has evolved to be a monster over the past eight years.


First, the MSN Money feed into an Excel table layout designed by Vertex42 worked until 12/22/2014 when the source feed was dropped, and I discovered SMF Add-In in time to port it into my spreadsheet without losing a day's record. The template I used allowed choices of fields, and I loved it, right up until 10/31 when the function was eliminated.


From the smfGetYahooPortfolioView() developments, I incorporated the same key fields, and the improvements of the 11/08 revision corrected the time of last quote to the market hours. All the extra fields made available gave me a chance to formulate a replacement table from Randy's Example, and I customized it for the fields I most used from the former function.


There's a necessity to pass the refreshed values through an intermediary Excel tab, rather than having a refresh update the portfolio spreadsheet in a whack-a-mole attempt to have a stable valuation that can be saved at the end of every day under its own filename. Then rinse and repeat with the next day's updates, and an account value history is preserved, rather than just a spot value that disappears into the ether.


I've included a Doc tab to describe how to customize it for your own use in feeding your own spreadsheet of portfolio values.


Please enjoy and hope it helps you.







Thu Nov 9, 2017 1:28 pm (PST) . Posted by:

Hello,

This email message is a notification to let you know that
a file has been uploaded to the Files area of the smf_addin
group.

File : /Uploads by forum members/Documentation 2017-11-09.xls
Uploaded by : davie_001 <dahook@gmail.com>
Description : For Customized Template of smfPortfolioView

You can access this file at the URL:
https://groups.yahoo.com/neo/groups/smf_addin/files/Uploads%20by%20forum%20members/Documentation%202017-11-09.xls

To learn more about file sharing for your group, please visit:
https://help.yahoo.com/kb/index?page=content&y=PROD_GRPS&locale=en_US&id=SLN15398

Regards,

davie_001 <dahook@gmail.com>

Thu Nov 9, 2017 1:32 pm (PST) . Posted by:

Hello,

This email message is a notification to let you know that
a file has been uploaded to the Files area of the smf_addin
group.

File : /Uploads by forum members/Portfollio View 2017-11-09 v01.zip
Uploaded by : davie_001 <dahook@gmail.com>
Description : Customized Example Template

You can access this file at the URL:
https://groups.yahoo.com/neo/groups/smf_addin/files/Uploads%20by%20forum%20members/Portfollio%20View%202017-11-09%20v01.zip

To learn more about file sharing for your group, please visit:
https://help.yahoo.com/kb/index?page=content&y=PROD_GRPS&locale=en_US&id=SLN15398

Regards,

davie_001 <dahook@gmail.com>

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