Selasa, 06 Februari 2018

[smf_addin] Digest Number 4303

15 Messages

Digest #4303
1a
Stock quotes by "Frank Presson" fpresson
1b
Re: Stock quotes by "Randy Harmelink" rharmelink
2a
FW: Stock quotes by "Frank Presson" fpresson
2b
Re: FW: Stock quotes by "Randy Harmelink" rharmelink
2c
2d
Re: FW: Stock quotes by "Betty S Gauer" bgauer
2e
2f
Re: FW: Stock quotes by "Randy Harmelink" rharmelink
4a
Morningstar 3YR Return by Robert_Stern
4b
Re: Morningstar 3YR Return by "Randy Harmelink" rharmelink
4c
5b
Re: Last Earnings Date - from Yahoo Finance by "Randy Harmelink" rharmelink

Messages

Sat Feb 3, 2018 1:35 pm (PST) . Posted by:

"Frank Presson" fpresson

Randy, I am a long time user of your SMF functions so was dismayed when it
stopped working. I downloaded the updated SMF add-in and it works fine. Now
I am looking to access stock prices. The old one worked fine so just need
the call function that works with the new system. Can you provide or tell
me where to find it?

FrankP

Sat Feb 3, 2018 1:41 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

Use the new smfGetYahooPortfolioView() function. A template is on the web
site.

On Sat, Feb 3, 2018 at 2:35 PM, 'Frank Presson' fpress@
​...
wrote:

>
> Randy, I am a long time user of your SMF functions so was dismayed when
> it stopped working. I downloaded the updated SMF add-in and it works
> fine. Now I am looking to access stock prices. The old one worked fine
> so just need the call function that works with the new system. Can you
> provide or tell me where to find it?
>
>
>
>
>

Sat Feb 3, 2018 5:09 pm (PST) . Posted by:

"Frank Presson" fpresson



Randy, I cannot seem to make the portfolio group work as I only need one
stock quote per line. I get in a loop trying to change the array. Is there
a function to get one stock quote?

Thanks

Sat Feb 3, 2018 5:28 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

I'd prefer you NOT use one function per ticker symbol (or per quote). The
more people do that, the more likely Yahoo is to once again unplug the
capability.

What changes are causing you problems? I don't understand why you would get
into a loop trying to change the array? All you need to do is change the
list of ticker symbols and the list of field numbers in the template?

On Sat, Feb 3, 2018 at 6:09 PM, 'Frank Presson' fpress@
​...
wrote:

>
>
> Randy, I cannot seem to make the portfolio group work as I only need one
> stock quote per line. I get in a loop trying to change the array. Is
> there a function to get one stock quote?
>
>
>
>
>

Mon Feb 5, 2018 9:51 am (PST) . Posted by:

fpresson

Obviously I am not familiar with working with arrays. Every time I tried to add tickers to the example you provided an error listing about not being able to change an array popped up.


I have multiple sheets tracking individual port folios. Can you point me to a quick review of how I can produce a list using the portfolio view? I have a chart that lists mutual funds/ETFs, their quantities, expense ratio and yields. The prices change but the others on change periodically (which I can hand enter.


Thanks for your insight and tools.




Mon Feb 5, 2018 1:01 pm (PST) . Posted by:

"Betty S Gauer" bgauer

To edit an array, you have to select the entire array (usually one line if
you are getting a list). Edit the first cell, then hit Ctrl-Shift-Enter.
That should fix the array. If it is just one line, then copy that line
down the list.

On Mon, Feb 5, 2018 at 11:49 AM, fpress@mindspring.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:

>
>
> Obviously I am not familiar with working with arrays. Every time I tried
> to add tickers to the example you provided an error listing about not being
> able to change an array popped up.
>
>
> I have multiple sheets tracking individual port folios. Can you point me
> to a quick review of how I can produce a list using the portfolio
> view? I have a chart that lists mutual funds/ETFs, their quantities,
> expense ratio and yields. The prices change but the others on change
> periodically (which I can hand enter.
>
>
> Thanks for your insight and tools.
>
>
>
>
>

Mon Feb 5, 2018 2:44 pm (PST) . Posted by:

fpresson

Thank you, Betty. I have multiple sheets for individual portfolios. How do I get this price data into each sheet>

Mon Feb 5, 2018 3:25 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

Just use the template as one sheet, to grab your quotes. Then do VLOOKUP()
functions or INDEX/MATCH() combinations in your other worksheets to look up
the quotes from that sheet.

That way, if you ever have a problem getting quotes (like we did when Yahoo
shut off their current quotes feed recently), you just have one worksheet
to make changes on, because everything else goes back to it.

On Mon, Feb 5, 2018 at 10:49 AM, fpress@
​...
wrote:

> Obviously I am not familiar with working with arrays. Every time I tried
> to add tickers to the example you provided an error listing about not being
> able to change an array popped up.
>
> I have multiple sheets tracking individual port folios. Can you point me
> to a quick review of how I can produce a list using the portfolio
> view? I have a chart that lists mutual funds/ETFs, their quantities,
> expense ratio and yields. The prices change but the others on change
> periodically (which I can hand enter.
>

Sun Feb 4, 2018 12:47 am (PST) . Posted by:

rho49m

Thanks that sounds easy enough!

Sun Feb 4, 2018 2:08 am (PST) . Posted by:

Robert_Stern

Randy, I've been using this formula:


"=smfGetTagContent("http://etfs.morningstar.com/etfq/etf-take?t=VTI","span",1,"Expected Return",,,,1)*100


to retrieve 3YR expected return for ETF's from MS. All of a sudden it's returning #VALUE. From what I can tell, the source page is the same.


All my other MS formulas requiring a subscription work just fine.


Thoughts?

Sun Feb 4, 2018 8:35 am (PST) . Posted by:

"Randy Harmelink" rharmelink

The formula works fine here.

Take off the "*100" to see what is actually being returned -- you're
getting #VALUE! because the formula is returning something non-numeric, and
it might be helpful to see if that is "Error" or something else.

Otherwise, take a look at the web page using the EXCEL Web Query dialog
(alt+d+d+w). If that looks OK, then try smfForceRecalculation.

On Sun, Feb 4, 2018 at 3:08 AM, robert_stern@
​...
wrote:

> Randy, I've been using this formula:
>
> "=smfGetTagContent("http://etfs.morningstar.com/etfq/etf-take?t=VTI","span",1,"Expected
> Return",,,,1)*100
>
> to retrieve 3YR expected return for ETF's from MS. All of a sudden it's
> returning #VALUE. From what I can tell, the source page is the same.
>
> All my other MS formulas requiring a subscription work just fine.
>
> Thoughts?
>
>
>

Sun Feb 4, 2018 9:09 am (PST) . Posted by:

Robert_Stern

EXCEL Web Query dialog did it. I thought I was having login problem. I always used the Tab 'Get Data, button = From Web but this time the login process was just hanging. I'll remember alt+d+d+w. Thanks

Tue Feb 6, 2018 4:07 pm (PST) . Posted by:

ghart21

In the ongoing Yahoo Finance "changes" as of this morning RCHGetElementNumber($B2,1290) and RCHGetElementNumber($B2,1295), the next earnings date and the last earnings date, no longer work where $B2 would be the symbol such as AAPL Any suggestions? Thanks so much.

Tue Feb 6, 2018 4:41 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

They are working here. But both of those come from Zacks, not Yahoo. I just
tried these:

=RCHGetElementNumber("AAPL",1290)
=RCHGetElementNumber("AAPL",1295)

....and got these results:

2/1/2018
11/2/2017

Temporary Zacks issue, maybe? You didn't say what you were getting back
(blanks, "Error", etc.). What do you get with:

=RCHGetElementNumber("Version")
=RCHGetElementNumber("Definition",1290)
=SUBSTITUTE(smfWord(smfWord(smfStrExtr(RCHGetWebData("
https://www.zacks.com/stock/research/AAPL/earnings-announcements","document.obj_data
= {"),": ",":"),3,"["),1,","),"""","")
=RCHGetWebData("
https://www.zacks.com/stock/research/AAPL/earnings-announcements","document.obj_data
= {",150)

On Tue, Feb 6, 2018 at 5:07 PM, ghart23@earthlink.net [smf_addin] <
smf_addin@yahoogroups.com> wrote:

> In the ongoing Yahoo Finance "changes" as of this
> morning RCHGetElementNumber($B2,1290) and RCHGetElementNumber($B2,1295),
> the next earnings date and the last earnings date, no longer work where $B2
> would be the symbol such as AAPL Any suggestions? Thanks so much.
>
>
>

Tue Feb 6, 2018 4:31 pm (PST) . Posted by:

gerald747

I have the latest version: 2018.01.24.
My array formula is =smfGetYahooPortfolioView(B23:B25,C21:D21,,1)
The results look like this:

01 15 Ticker
Symbol Last Price MMM -- -- SPY -- -- -- --
I have used "Fix Links" and "Recalculate Selection" and "Recalculate Worksheet". Nothing seems to work. What am I doing wrong?
Mike

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

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