Kamis, 01 Maret 2018

[smf_addin] Digest Number 4309[1 Attachment]

15 Messages

Digest #4309
2b
Re: smfGetYahooHistory vs RCHGetYahooHistory by "Randy Harmelink" rharmelink
3a
Re: Morningstar Fair Value history by "Randy Harmelink" rharmelink
5a
Re: SMFgetoptionstrikes data source? by "John Knudson" johneknudson
5b
Re: SMFgetoptionstrikes data source? by "Randy Harmelink" rharmelink

Messages

Mon Feb 26, 2018 1:39 pm (PST) . Posted by:

"Group 's" limolyte

Hi Randy,

Thanks for the reply, sorry for the lack of clarity. My question was about: Do you mean having your macro enter the formula? VBA can enter array-entered formulas:

I went to suggested "ozgrid" link, got the drift of how it was operating and got it functioning in a test spreadsheet.

Thanks again
BJ

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com]
Sent: Sunday, February 25, 2018 6:44 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Is there automated way to GetYahooPortfolioView without having to Cntrl+Shift+Enter


I'm not understanding your question. Your question is the equivalent of "is there an automated way to get data into a cell without entering a formula"?

Do you mean UPDATING the data? If so, use the smfForceRecalculation macro.

Do you mean expanding the range, for new tickers or new field number? If so, just make it larger than you need initially, like the template is set up. Then you can add tickers or field numbers to the template without ever having to re-enter the formula.

Do you mean having your macro enter the formula? VBA can enter array-entered formulas:

https://www.ozgrid.com/forum/forum/help-forums/excel-general/5865-solved-vba-how-do-i-enter-an-array-formula-in-vba

If you're asking something else, I need more information?

On Sun, Feb 25, 2018 at 4:22 PM, garoupaz@
​...
wrote:

Is there an automated way to get an Yahoo Portfolio View on many stocks without having to select the range, enter the smfGetYahooPortfolioView info and then hit Control+Shift+Enter.

My macros build a sheet with stock tickers in column A, and can be expanded to add Field Number in a row. I just don't know how to automate setting the range and Control+Shift+Enter to use the function.

Mon Feb 26, 2018 4:49 pm (PST) . Posted by:

lexstar

smfGetYahooHistory("FCNTX";, $B$1, $D$1, E$1, "dohlcv", , 0, 20000, 6)


where $B$1 is 12/1/2016
$D$1 is 12/31/2017


Results:


12/29/2017 122.4700012 122.47 122.47 120.60 0
12/28/2017 123.1900024 123.19 123.19 121.31 0
12/27/2017 122.8600006 122.86 122.86 120.99 0
12/26/2017 122.6500015 122.65 122.65 120.78 0
12/22/2017 122.9199982 122.92 122.92 121.05 0
12/21/2017 123.0899963 123.09 123.09 121.21 0
12/20/2017 122.8600006 122.86 122.86 120.99 0
12/19/2017 123.1399994 123.14 123.14 121.26 0
12/18/2017 123.7300034 123.73 123.73 121.85 0





Mon Feb 26, 2018 5:45 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

OK. The problem is that when the code was written, Yahoo was only passing
unadjusted data. So I had to add the adjustments in, based on the dividends
they reported.

However, if your ending date doesn't go through to the current date, it
could be missing those reported dividends and can't do the adjustments.

Yahoo changed things back and forth several times on adjusted versus
unadjusted data, but because I was adjusting the data myself, it didn't
matter. But it does on date ranges like this...

Hmmm.

On Mon, Feb 26, 2018 at 5:49 PM, lexstar@
​...
wrote:

>
> smfGetYahooHistory("FCNTX";, $B$1, $D$1, E$1, "dohlcv", , 0, 20000, 6)
>
> where $B$1 is 12/1/2016
> $D$1 is 12/31/2017
>
> Results:
>
> 12/29/2017 122.4700012 122.47 122.47 120.60 0
> 12/28/2017 123.1900024 123.19 123.19 121.31 0
> 12/27/2017 122.8600006 122.86 122.86 120.99 0
> 12/26/2017 122.6500015 122.65 122.65 120.78 0
> 12/22/2017 122.9199982 122.92 122.92 121.05 0
> 12/21/2017 123.0899963 123.09 123.09 121.21 0
> 12/20/2017 122.8600006 122.86 122.86 120.99 0
> 12/19/2017 123.1399994 123.14 123.14 121.26 0
> 12/18/2017 123.7300034 123.73 123.73 121.85 0
>
>

Mon Feb 26, 2018 5:28 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

I think the cookie only shows up once? I tried three companies and it only
came up on the first. Again, part of the web page rendering process.

The add-in can't retrieve that data using it's current processing, since it
comes from a JSON file and isn't stored in the rendered web page. However,
I did figure out how to use their API with VBA, getting a JSON file
returned. I don't see making it available any time soon. It requires
setting a bunch of special headers onto the data request. So I'd need to
write a separate function for Morningstar. I took a bunch of notes and will
have to look at it later.

On Mon, Feb 26, 2018 at 1:48 PM, Jose Jacob pepecan47@yahoo.ca [smf_addin] <
smf_addin@yahoogroups.com> wrote:

>
> Thank you Randy, the formula works for me, It asked me to put a cookie in
> my computer and it took about 30 seconds.
>
> What I am looking for is probably a bit complex, but you always surprise
> me.
>
> In the Price vs. Fair Value graphic, if you move the mouse, you will get a
> pop up bubble with Date, Fair Value, High, Low, Close and M*'s.
>
> Can you retrieve that data with the SMF?
>

Tue Feb 27, 2018 6:44 am (PST) . Posted by:

"Group 's" limolyte

Hi Folks,

I've been doing some new VBA programming to changeout the SMF Add-in code that did yahoo quotes in the past.

I have working test code using smfGetYahooPortfolioView. I then integrated the test code into my larger VBA program.

So now I have two different VBA programs using smfGetYahooPortfolioView. One is test code the other my updated main program. Both programs running with Excel 2013 are unable to get SMF Add-in code to auto-start.

I read through the archives and found a couple of posts with suggestions.

I found that the test program requires me to open the Add-ins screen turn off the Stock Market add-in, close the add-in screen, reopen it check the SMF add-in close the add-n screen and it functions properly.

My main program working last night with the above toggle will no longer work this morning. Nothing I've done seems to make a difference.

I did more archive reading and saw that some said to move the SMF Add-in location from the C:\ root to other locations and I moved it under my Documents and then updated Excel using the Add-in Browse function to the new local.

In trying to troubleshoot this I open my Main Excel program, then open Add-in manager and select the SMF add-in and click browse the Windows 10 File Explorer opens a window to C:\Users\xxxx\AppData\Roaming\Microsoft\Addins.

That location is empty and has no content.

Does anyone have any insights as to what is going on and what I might do to get the SMF-Add-in to auto start in Excel.

Thanks




From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com]
Sent: Saturday, December 2, 2017 11:57 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] SMF add-in has stopped loading


This problem drove me so crazy that I was about to start a clean installation of Windows until I noticed something: The copy of RCH_Stock_Market_Functions.xla that I browse to when installing and re-installing the add-in had a modification date of 12/1/2017, the day that the add-in last worked. So obviously Microsoft had screwed with it somehow. I then shut down Excel, re-extracted the original RCH_Stock_Market_Functions.xla with a modification date of 11/8/2017, installed the add-in again, and now Excel is back to loading it automatically on start-up.

On Sat, Dec 2, 2017 at 9:16 PM, Robbie Geary <rgearyiii@gmail.com<mailto:rgearyiii@gmail.com>> wrote:
What you've outlined is exactly what I've been trying.

On Sat, Dec 2, 2017 at 6:42 PM, Randy Harmelink rharmelink@gmail.com<mailto:rharmelink@gmail.com> [smf_addin] <smf_addin@yahoogroups.com<mailto:smf_addin@yahoogroups.com>> wrote:

This may be the issue that first occurred in July of 2016 because MicroSoft issued some security updates. It's not letting EXCEL load the add-in when EXCEL starts up.

For a workaround suggested by Microsoft, until they supposedly fix the issue, see:

https://groups.yahoo.com/neo/groups/smf_addin/conversations/messages/30568

But your issue sounds like it may be something else? You could try this process:

1. Go to the add-in manager, uncheck the SMF add-in to deactivate it
2. Exit EXCEL (this hopefully will clear any pointers to the add-in)
3. Restart EXCEL
4. Go to the add-in manager, reactivate the SMF add-in using the "Browse" option
5. Exit EXCEL (to save the new install)
6. Restart EXCEL
7. Use this formula to make sure everything looks like you expect (it's loaded, folder location, version, etc):

=RCHGetElementNumber("Version&quot;)

On Fri, Dec 1, 2017 at 11:37 PM, Robbie Geary rgearyiii@
​...
wrote:

Every since I tried out another Excel add-in, Excel 2016 keeps forgetting to load the SMF add-in. By that I mean in order to get SMF to work, I have to disable it and then re-install it by browsing back to its original location (Excel seems to keep a copy of it in my user files) every time I start Excel.
Has anyone else ever had this problem, and if so, how did you fix it?



--
Robbie Geary



--
Robbie Geary

Wed Feb 28, 2018 12:55 am (PST) . Posted by:

"Randy Harmelink" rharmelink

Unblocking the XLA file doesn't help? That's the normal culprit. Sometimes,
people have reported that another add-in interferes with the auto_load
process, but I've got no specifics on that.

On Tue, Feb 27, 2018 at 7:44 AM, Group 's garoupaz@
​...
wrote:

>
> I've been doing some new VBA programming to changeout the SMF Add-in code
> that did yahoo quotes in the past.
>
>
>
> I have working test code using smfGetYahooPortfolioView. I then
> integrated the test code into my larger VBA program.
>
>
>
> So now I have two different VBA programs using smfGetYahooPortfolioView.
> One is test code the other my updated main program. Both programs running
> with Excel 2013 are unable to get SMF Add-in code to auto-start.
>
>
>
> I read through the archives and found a couple of posts with suggestions.
>
>
>
> I found that the test program requires me to open the Add-ins screen turn
> off the Stock Market add-in, close the add-in screen, reopen it check the
> SMF add-in close the add-n screen and it functions properly.
>
>
>
> My main program working last night with the above toggle will no longer
> work this morning. Nothing I've done seems to make a difference.
>
>
>
> I did more archive reading and saw that some said to move the SMF Add-in
> location from the C:\ root to other locations and I moved it under my
> Documents and then updated Excel using the Add-in Browse function to the
> new local.
>
>
>
> In trying to troubleshoot this I open my Main Excel program, then open
> Add-in manager and select the SMF add-in and click browse the Windows 10
> File Explorer opens a window to C:\Users&#92;xxxx&#92;AppData&#92;Roaming&#92;
> Microsoft\Addins.
>
>
>
> That location is empty and has no content.
>
>
>
> Does anyone have any insights as to what is going on and what I might do
> to get the SMF-Add-in to auto start in Excel.
>
>
>
>
>

Wed Feb 28, 2018 5:10 am (PST) . Posted by:

"John Knudson" johneknudson

Both "b" and "Y" work for me.  I'm using version Stock Market Functions add-in, Version 2.1.2018.01.24 (C:\SMF Add-in; Windows (32-bit) NT :.00; 15.0; ; ; 1) you might try loading the latest version.  -Ted

Wed Feb 28, 2018 8:45 am (PST) . Posted by:

"Randy Harmelink" rharmelink

Actually, "B" and "Y" both go to Yahoo, but last week Yahoo was missing
entire expiration dates...

On Wed, Feb 28, 2018 at 6:06 AM, John Knudson johneknudson@
​...
wrote:

>
>
> Both "b" and "Y" work for me. I'm using version *Stock Market Functions
> add-in, Version 2.1.2018.01.24 (C:\SMF Add-in; Windows (32-bit) NT :.00;
> 15.0; ; ; 1) *you might try loading the latest version. -Ted
>
>

Wed Feb 28, 2018 8:08 am (PST) . Posted by:

alberto.ratti

RchGetYahooHistory returns "Error ..." (see attached worksheet) just in case of:
START DATE: day=11 month=01 year=2018
END DATE: day=28 month=02 year=2018
What is the hell?
Attachment(s) from
1 of 1 File(s)

Wed Feb 28, 2018 8:55 am (PST) . Posted by:

"Randy Harmelink" rharmelink

It doesn't have that error when I open it. VBA date processing is based on
the regional settings set by your operating system. If that isn't set to
USA, it won't work properly...

On Wed, Feb 28, 2018 at 9:06 AM, alberto.ratti@
​...
wrote:

> RchGetYahooHistory returns "Error ..." (see attached worksheet) just in
> case of:
>
> START DATE: day=11 month=01 year=2018
>
> END DATE: day=28 month=02 year=2018
>
> What is the hell?
>

Thu Mar 1, 2018 7:26 am (PST) . Posted by:

"Guy" descormiersg@videotron.ca

Hi

I have the same problem. I put the RchGetYahooHistory in a matrice. Result : No data at all. Is it the Version ? I am using this version 2.1.2018.24(C:\SMF add-in;Windows(32-bits) NT 10.00;16.0;;;33)

Thanks in advance for your help.

Guy

From: alberto.ratti@gmail.com [smf_addin]
Sent: Wednesday, February 28, 2018 11:06 AM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] RchGetYahooHistory -> Error: Starting date cannot be after ending date: 1/11/2018,2/28/2018 [1 Attachment]

[Attachment(s) from alberto.ratti@gmail.com [smf_addin] included below]


RchGetYahooHistory returns "Error ..." (see attached worksheet) just in case of:

START DATE: day=11 month=01 year=2018

END DATE: day=28 month=02 year=2018

What is the hell?

Thu Mar 1, 2018 8:40 am (PST) . Posted by:

"Randy Harmelink" rharmelink

Like I said, it probably has to do with VBA date processing. It needs USA
regional settings on your system.

On Thu, Mar 1, 2018 at 8:26 AM, 'Guy' descormiersg@videotron.ca [smf_addin]
<smf_addin@yahoogroups.com> wrote:

>
> I have the same problem. I put the RchGetYahooHistory in a matrice.
> Result : No data at all. Is it the Version ? I am using this version
> 2.1.2018.24(C:\SMF add-in;Windows(32-bits) NT 10.00;16.0;;;33)
>
> Thanks in advance for your help.
>
>

Wed Feb 28, 2018 8:30 am (PST) . Posted by:

"Group 's" limolyte

Hello,

I forgot to mention that I also came across the unblocking help note and did make sure my XLA file was unblocked.

Yesterday I was able to get my main program to run with the use of smfGetYahooPortfolioView. But it requires me to manually open the Excel Add-ins screen turn off the Stock Market add-in, close the add-in screen, reopen it check the SMF add-in close the add-n screen.

Also my VBA IDE does not show the SMF Addin when I first open my main Excel program and even after I manually toggle the Excel Addin. But after I toggle the Excel Addin screen I can see in the VBA IDE that all of SMF Addin programs loads ghosting and then repositioning my main program. So that is another indication that SMF Addin has loaded and my main program runs.


This morning I found non-Yahoo Groups SMFaddin posts that referred to Excel addins not auto-starting.

Here are three links that helped me resolve my addin autostart problem

1). https://superuser.com/questions/1103770/excel-add-ins-not-loading-since-july-2016-office-update See the second entry with the Green check mark. The Microsoft link at the bottom took me to the following two links.

2). https://blogs.technet.microsoft.com/the_microsoft_excel_support_team_blog/2016/07/22/excel-workbooks-may-not-open-after-installing-ms16-088/ I scrolled down to the second section titled: Update 7/28/2016 and read through the section on Excel Trusted Locations. Then I selected the link for Office 2013 which I have. Link below is specific to Office 2013

3). https://technet.microsoft.com/en-us/library/cc179039(v=office.15).aspx In this link I scrolled down to Excel 2013 and looked for the Trusted Location for Add-ins which is: Program Files\Microsoft Office 15\Root\Office15\Library.

I then removed SMF Addin folder from previous location and moved it to the Trusted location. I opened Excel, then Addins and used the Browse option to select the XLA file in the new trusted location. I tried my main program and it worked.

I rebooted and tried again. One difference now is that when Excel 2013 loaded it stated at the bottom that it was loading the SMF Add-in. And it did at the expense of a slightly longer startup time.

I closed excel (no reboot) and tried it again and it opened faster.

So it appears that its working. I'll update if things change again..

Thanks for the help.





From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com]
Sent: Wednesday, February 28, 2018 3:55 AM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] SMF Add-in will no longer auto-load in Excel 2013 and I can't seem to start it


Unblocking the XLA file doesn't help? That's the normal culprit. Sometimes, people have reported that another add-in interferes with the auto_load process, but I've got no specifics on that.

On Tue, Feb 27, 2018 at 7:44 AM, Group 's garoupaz@
​...
wrote:

I've been doing some new VBA programming to changeout the SMF Add-in code that did yahoo quotes in the past.

I have working test code using smfGetYahooPortfolioView.. I then integrated the test code into my larger VBA program.

So now I have two different VBA programs using smfGetYahooPortfolioView. One is test code the other my updated main program. Both programs running with Excel 2013 are unable to get SMF Add-in code to auto-start.

I read through the archives and found a couple of posts with suggestions.

I found that the test program requires me to open the Add-ins screen turn off the Stock Market add-in, close the add-in screen, reopen it check the SMF add-in close the add-n screen and it functions properly.

My main program working last night with the above toggle will no longer work this morning. Nothing I've done seems to make a difference.

I did more archive reading and saw that some said to move the SMF Add-in location from the C:\ root to other locations and I moved it under my Documents and then updated Excel using the Add-in Browse function to the new local.

In trying to troubleshoot this I open my Main Excel program, then open Add-in manager and select the SMF add-in and click browse the Windows 10 File Explorer opens a window to C:\Users&#92;xxxx&#92;AppData&#92;Roaming&#92;Microsoft&#92;Addins.

That location is empty and has no content.

Does anyone have any insights as to what is going on and what I might do to get the SMF-Add-in to auto start in Excel.



Wed Feb 28, 2018 9:53 pm (PST) . Posted by:

zbgb952

For a long time I've been using a formula like this:


=IF($D18="","",smfGetTagContent("httpS://www.reuters.com/finance/stocks/financial-highlights/" & $D18,"td",3,"Dividend %",,,,1)/100 )







Where $D18 has a stock ticker in it. This formula now returns #Value!.


Can you provide another formula that would work?


Thanks.

Wed Feb 28, 2018 11:21 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

That formula works fine for me, using MMM as the ticker symbol..

On Wed, Feb 28, 2018 at 10:52 PM, mb0329@
​...
wrote:

> For a long time I've been using a formula like this:
>
> =
> ​​
> IF($D18="","",smfGetTagContent("httpS://www..reuters.com/finance/stocks/
> financial-highlights/" & $D18,"td",3,"Dividend %",,,,1)/100 )
>
> Can you provide another formula that would work?
>
>
>
For the Add-in, Documentation, Templates, Tips and FAQs, visit http://ogres-crypt.com/SMF

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