Kamis, 09 November 2017

[smf_addin] Digest Number 4224

15 Messages

Digest #4224
2b
2e
Re: Help with smfGetYahooPortfolioView by "Randy Harmelink" rharmelink
5b
Re: Help to Get Data Again by "Randy Harmelink" rharmelink
6a
Re: smfGetBarchartPortfolioView example by "Randy Harmelink" rharmelink
7a
Re: smfGetYahooPortfolio 40,41,63,66,51,52 by "Michael Thomas" thomas91112

Messages

Thu Nov 9, 2017 1:37 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 1:41 pm (PST) . Posted by:

borat_rules

Hey everyone,


I am assuming that I am just being stupid but was hoping someone can help me because I am not the most savvy excel user.


I have for a long time used this function as an example "=RCHGetYahooQuotes(A6,"l1",)" in an excel file where A6 was the ticker to get the last price for a stock and then I do some calculations based on that info in excel. I had this for multiple accounts I have and multiple holdings per account. My spreadsheet was like my one stop shop to track my portfolio but as everyone is aware that has now stopped working.


I have been reading the message board and it seems like smfGetYahooPortfolioView is what I should be using now however I cannot get it to work.


Steps I took was:
1. Upgraded to Version 2.1.2010.08.02
2. Went to the documentation and tried to setup the very easy example in the documentation.


I have attached a screenshot of my test file, anything in red is the formula in the cell above and anything in black is the result of the formula below. As you can see I am getting #NAME? returned so I am clearly not doing something correctly. Also even though I got the formula to be an array by going CTRL+SHIFT+ENTER after typing in the formula I am clearly not doing something right.


Any help would be greatly appreciated and Randy I will also take this opportunity to say thanks for all your work on this, I have used my previous spreadsheet for years and it was all thanks to your hard work.


Thanks in advance and if this is a totally stupid question then my apologies in advance.


thanks.





Thu Nov 9, 2017 2:41 pm (PST) . Posted by:

"Craig Passow" passow

The add-in version you're using is 7+ years out of date. Download and
install the latest from http://ogres-crypt.com/SMF.

On 11/9/2017 2:51 PM, borat_rules@yahoo.ca [smf_addin] wrote:
>  
>
> Hey everyone,
>
>
> I am assuming that I am just being stupid but was hoping someone can
> help me because I am not the most savvy excel user.  
>
>
> I have for a long time used this function as an example
> "=RCHGetYahooQuotes(A6,"l1",)" in an excel file where A6 was the
> ticker to get the last price for a stock and then I do some
> calculations based on that info in excel.  I had this for multiple
> accounts I have and multiple holdings per account.  My spreadsheet was
> like my one stop shop to track my portfolio but as everyone is aware
> that has now stopped working.
>
>
> I have been reading the message board and it seems like
> smfGetYahooPortfolioView is what I should be using now however I
> cannot get it to work.
>
>
> Steps I took was:
>
> 1. Upgraded to Version 2.1.2010.08.02
>
> 2. Went to the documentation and tried to setup the very easy example
> in the documentation.
>
>
> I have attached a screenshot of my test file, anything in red is the
> formula in the cell above and anything in black is the result of the
> formula below.  As you can see I am getting #NAME? returned so I am
> clearly not doing something correctly.  Also even though I got the
> formula to be an array by going CTRL+SHIFT+ENTER after typing in the
> formula I am clearly not doing something right.
>
>
> Any help would be greatly appreciated and Randy I will also take this
> opportunity to say thanks for all your work on this, I have used my
> previous spreadsheet for years and it was all thanks to your hard work.
>
>
> Thanks in advance and if this is a totally stupid question then my
> apologies in advance.
>
>
> thanks.
>
>
>
>  
>
>

Thu Nov 9, 2017 2:44 pm (PST) . Posted by:

davie_001

You might want to try my newly posted customized example in the files section, and you might need to mess around with the data / edit link menu choice to open the source.


Best not to update on loading file, then go to above Excel tab when it fills with NAME?


Right-click on a cell in the table and click on SMF drop down menu and recalculate worksheet.


Enable macros if you get the prompt to do so.


I had same trouble when I successfully created the array entry but didn't know how to point to and use the smf feed. Plugging entries into the Example file bypassed that problem for me.


Thu Nov 9, 2017 3:21 pm (PST) . Posted by:

borat_rules

Thanks Craig,

Excel was being stupid and I had updated the add n but it was still using the old one, I have now fixed that issue and it is using the current add in.


I am making some progress now but I am only getting "--" when I try to create my own file. However finally the example file "smfGetYahooPortfolioView-Example.xls"; is now finally working for me. So I think I am on the right path but still not 100% sure why my extremely simple example is not working.


I am close though, just can't figure out why my example is not pulling data.


This is what I have in an excel file
Cell A1 blank, cell B1 ="1", cell C1 ="15"
Cell A2 ="IBM"
Cell A3 = "MMM"


then in B2,C2,B3,C3 i have the following array {=smfGetYahooPortfolioView($A$2:$A$3,$B$1:$C$1,,1)}


but all the cells return "--"


any thoughts?


SH

Thu Nov 9, 2017 4:03 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

The array-entered formula should go over the B2:C4 range, not in each cell?
But that still shouldn't get you "--".

Can you attach your workbook with your simple example? I want to make sure
we're talking apples and apples and not apples and oranges.

Also, add these formulas to the workbook before attaching it:

=RCHGetElementNumber("Version")
=smfGetBarchartPortfolioView("MMM","009")
=RCHGetWebData("
https://core-api.barchart.com/v1/quotes/get?symbols=MMM&fields=symbol,lastPrice
")

On Thu, Nov 9, 2017 at 4:21 PM, borat_rules@
​...
wrote:

>
> Excel was being stupid and I had updated the add n but it was still using
> the old one, I have now fixed that issue and it is using the current add in.
>
> I am making some progress now but I am only getting "--" when I try to
> create my own file. However finally the example file
> "smfGetYahooPortfolioView-Example.xls"; is now finally working for me. So
> I think I am on the right path but still not 100% sure why my extremely
> simple example is not working.
>
> I am close though, just can't figure out why my example is not pulling
> data.
>
> This is what I have in an excel file
> Cell A1 blank, cell B1 ="1", cell C1 ="15"
> Cell A2 ="IBM"
> Cell A3 = "MMM"
>
> then in B2,C2,B3,C3 i have the following array {=
> ​​
> smfGetYahooPortfolioView($A$2:$A$3,$B$1:$C$1,,1)}
>
> but all the cells return "--"
>
> any thoughts?
>
>
>

Thu Nov 9, 2017 1:51 pm (PST) . Posted by:

"Bob Gerard" bobgerard28

Hey Randy, a HUGE Thank You for the quick Yahoo Quotes fix, PortfolioView works great.

However, I have a small glitch on a couple of tickers in my array-entered list of stocks

1) The ticker T.TO , which is Telus on the TSE, returns a Short Name of "Trans Canadian Fixed Pay GIF -", and
2) The ticker TD.TO, which is Toronto Dominion Bank on the TSE, returns a Short Name of "TD US Small-Cap Equity - 1"

All of the rest of the data requests (price, currency, H, L, O, etc. etc.) return the correct data for the ticker that they represent, it seems to be only the Short Name that is wrong. This isn't a big deal for me, I can live with an incorrect description as long as the rest of the data is right, but I thought you might want to check into this.

Not sure if this is an issue with Yahoo's data feed or with the PortfolioView algorithm.

Thank You again for all your great work.

Bob

Thu Nov 9, 2017 2:28 pm (PST) . Posted by:

davie_001

Has always been so on T.TO and TD.TO, but Randy's Example used both long name (02) and short name (03).


Change the field code in Row 2 and it's correct, as well as using upper & lower case names, which look much better.


Check out my example template in the user attachment section, where I've customized and formatted the most useful fields for me.


Davie...






Thu Nov 9, 2017 2:51 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

Sorry, but there's nothing I can do about the short names for T.TO and TD.TO.
That's what Yahoo is sending:

https://query1.finance.yahoo.com/v7/finance/quote?&symbols=T.TO,TD.TO

The long names appear to be correct.

On Thu, Nov 9, 2017 at 2:51 PM, Bob Gerard bobgerard@
​...
wrote:

>
> Hey Randy, a HUGE Thank You for the quick Yahoo Quotes fix, PortfolioView
> works great.
>
>
>
> However, I have a small glitch on a couple of tickers in my
> array-entered list of stocks
>
> 1) The ticker T.TO , which is Telus on the TSE, returns a Short Name of
> "Trans Canadian Fixed Pay GIF -", and
> 2) The ticker TD.TO, which is Toronto Dominion Bank on the TSE, returns a
> Short Name of "TD US Small-Cap Equity - 1"
>
> All of the rest of the data requests (price, currency, H, L, O, etc. etc.)
> return the correct data for the ticker that they represent, it seems to be
> only the Short Name that is wrong. This isn't a big deal for me, I can
> live with an incorrect description as long as the rest of the data is
> right, but I thought you might want to check into this.
>
> Not sure if this is an issue with Yahoo's data feed or with the
> PortfolioView algorithm.
>
> Thank You again for all your great work.
>
>

Thu Nov 9, 2017 2:24 pm (PST) . Posted by:

"Kermit W. Prather" kermitpra

Thanks for the explanation. I thought you would have a good reason to not limit transactions.
But thought I'd ask anyway.
Kermit

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com]
Sent: Thursday, November 09, 2017 3:12 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] show me the correct RCHGetTableCell function to use


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 2:33 pm (PST) . Posted by:

borat_rules

Hey Randy,

Any ideas on this.


If I put in =RCHGetElementNumber("Version") into a excel file I get the following so I am pretty sure add-in is working.
Stock Market Functions add-in, Version 2.1.2017.11.08 (C:\Utils\RCH_Stock_Market_Functions-2.1.2017.11.08; Windows (32-bit) NT 6.02; 14.0; ; ; 1)



and if I type in =smfGetYahooPortfolioView("IBM,MMM") all i get is --, I also tried your simple test from the documentation of {smfGetYahooPortfolioView($B$5:$B$6,$C$3:$D$3,,1)} where B5 and B6 are 1,15 and C3 and D3 are IBM and MMM, but I still get --


and in the smfGetYahooPortfolioView-Example.xls file everything says #NAME even though my link for the array is {smfGetYahooPortfolioView($B$4:$B$411,$C$2:$AJ$2,,1)}. I am not sure if this has to do with having a recalculation macro as I saw that mentioned in the documentation but I can't figure out what that macro should be as I have not been able to find it.


thanks in advance
SH






Thu Nov 9, 2017 4:06 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

If you have the add-in installed in folder "

C:\Utils\RCH_Stock_Market_Functions-2.1.2017.11.08", you'll need to fix the
unresolved links in the example workbook when you open it. Otherwise,
you'll have location errors that result in #NAME? errors.

You should be able to simply run the add-in's smfFixLinks macro.

On Thu, Nov 9, 2017 at 3:33 PM, borat_rules@
​...
wrote:

>
> Any ideas on this.
>
> If I put in =RCHGetElementNumber("Version") into a excel file I get the
> following so I am pretty sure add-in is working.
> Stock Market Functions add-in, Version 2.1.2017.11.08 (
> ​​
> C:\Utils\RCH_Stock_Market_Functions-2.1.2017.11.08; Windows (32-bit) NT
> 6.02; 14.0; ; ; 1)
>
> and if I type in =smfGetYahooPortfolioView("IBM,MMM") all i get is --, I
> also tried your simple test from the documentation of
> {smfGetYahooPortfolioView($B$5:$B$6,$C$3:$D$3,,1)} where B5 and B6 are
> 1,15 and C3 and D3 are IBM and MMM, but I still get --
>
> and in the smfGetYahooPortfolioView-Example.xls file everything says
> #NAME even though my link for the array is {smfGetYahooPortfolioView($B$4:$B$411,$C$2:$AJ$2,,1)}.
> I am not sure if this has to do with having a recalculation macro as I saw
> that mentioned in the documentation but I can't figure out what that macro
> should be as I have not been able to find it.
>
>
>

Thu Nov 9, 2017 2:44 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

So smfGetBarchartPortfolioView() is working then? But not the example
worksheet?

Did you remove the "None" ticker symbol in the first ticker symbol slot
(either replace or delete the value)?

On Thu, Nov 9, 2017 at 2:27 PM, ehrlichk@gmail.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:

>
> 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 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 2:52 pm (PST) . Posted by:

ehrlichk

Aah. Removed "None" and now it works perfectly. Thanks for your help.

Thu Nov 9, 2017 4:03 pm (PST) . Posted by:

"Michael Thomas" thomas91112

Can't seem to get Prev Close to work for Mutual Funds (LGMAX, BIICX, etc.), Last Price works fine.  Plugged these tickers into the example spreadsheet you provided with the same results....must be a problem with Mutual Funds.


On Thursday, November 9, 2017, 12:21:32 PM PST, Randy Harmelink rharmelink@gmail.com [smf_addin] <smf_addin@yahoogroups.com> wrote:

 

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()

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?

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

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