Rabu, 06 Juni 2018

[smf_addin] Digest Number 4336

15 Messages

Digest #4336
1b
3b
Re: Implied Volatility by "Randy Harmelink" rharmelink
4a
Re: Security Master by "Robbie Geary" rgearyiii
5a
JSONField by sdavidson@miradorllc.com
5b
Re: JSONField by "Randy Harmelink" rharmelink
6b
Re: Did Zacks change their website again? by "Randy Harmelink" rharmelink

Messages

Tue Jun 5, 2018 6:48 am (PDT) . Posted by:

tzewei_79

Hi,

It works. Before I close this off, I like to understand how the documentation works.
Reference to syntax,
=smfGetTagContent( URL, Tag, Tag#, [Find1], [Find2], [Find3], [Find4], [Convert], [ErrorMsg], [Type] )


vs


=smfGetTagContent("https://dividata.com/stock/PNR https://dividata.com/stock/PNR","span",1,">Years Paying",,,,1)

=smfGetTagContent("https://dividata.com/stock/PNR https://dividata.com/stock/PNR","div",1,"Overall Rating:",,,,1)

=smfGetTagContent("https://dividata.com/stock/PNR https://dividata.com/stock/PNR","div",1,"Dividend Yield:",,,,1)

=smfGetTagContent("https://dividata.com/stock/PNR https://dividata.com/stock/PNR","div",1,"Dividend History:",,,,1)



URL = https://dividata.com/stock/PNR https://dividata.com/stock/PNR

Tag = span or div depending on the elements that stores the value?

tag# = 1 to skip forward after function detects the "Find1"?
Find1 = ">Years Paying" or "Overall Rating:"?
Find2 to Find4 = skip


What happened to [Convert] and [ErrorMsg]?
How does 1 determine the [Type]?



---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :

Try:


=smfGetTagContent("https://dividata.com/stock/PNR https://dividata.com/stock/PNR","span",1,">Years Paying",,,,1)

=smfGetTagContent("https://dividata.com/stock/PNR https://dividata.com/stock/PNR","div",1,"Overall Rating:",,,,1)

=smfGetTagContent("https://dividata.com/stock/PNR https://dividata.com/stock/PNR","div",1,"Dividend Yield:",,,,1)

=smfGetTagContent("https://dividata.com/stock/PNR https://dividata.com/stock/PNR","div",1,"Dividend History:",,,,1)




On Mon, Jun 4, 2018 at 7:08 AM, tzewei_79@ ...
wrote:

Just realised they changed to https, but =RCHGetTableCell("https:// dividata.com/stock/ https://dividata.com/stock/"&A3,1," Years Paying:") did not work now. A3 is the ticker symbol PNR.

I also tried =RCHGetTableCell("https: //www.finviz.com/quote.ashx?t= https://www.finviz.com/quote.ashx?t= "&A3,1,"Dividend") , and it showed 0.70 which matches what was displayed on the website https://dividata.com/stock/PNR https://dividata.com/stock/PNR .


In the element, there is only 1 element that has the value 0.7 and the title is actually "52 Week Dividend".
When I tried =RCHGetTableCell("https: //www.finviz.com/quote.ashx?t= https://www.finviz.com/quote.ashx?t= "&A3,1,"52 Week Dividend"), it gave me an error. I'm very confused on how to extract the data on dividata .



I also wanted to extract the following items.
1. Years Paying Dividend
2. Over Rating
3. Dividend Yield Rating
4. Dividend History Rating


Can someone please guide me?









Tue Jun 5, 2018 7:47 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

On Tue, Jun 5, 2018 at 6:46 AM, tzewei_79@... wrote:

>
> It works. Before I close this off, I like to understand how the
> documentation works.
> Reference to syntax,
> =smfGetTagContent( URL, Tag, Tag#, [Find1], [Find2], [Find3], [Find4],
> [Convert], [ErrorMsg], [Type] )
>
> vs
>
> =smfGetTagContent("https://dividata.com/stock/PNR","span",1,">Years
> Paying",,,,1)
> =smfGetTagContent("https://dividata.com/stock/PNR","div",1,"Overall
> Rating:",,,,1)
> =smfGetTagContent("https://dividata.com/stock/PNR","div",1,"Dividend
> Yield:",,,,1)
> =smfGetTagContent("https://dividata.com/stock/PNR","div",1,"Dividend
> History:",,,,1)
>
> URL = https://dividata.com/stock/PNR
> Tag = span or div depending on the elements that stores the value?
>

It can be any paired HTML tag. But, yes, usually spa​n or div, even td.
I've sometimes used li, which I'm extracting list items.

> tag# = 1 to skip forward after function detects the "Find1"?
>

​Correct. Negative values would move backward.​

> Find1 = ">Years Paying" or "Overall Rating:"?
>

​Correct​

> Find2 to Find4 = skip
>

​Left to the default values, which are "".​

> What happened to [Convert] and [ErrorMsg]?
>

​The last "1" is the Convert.​ ErrorMsg and Type are left to their default
values.

> How does 1 determine the [Type]?
>

​It didn't. Type was left to its default value.​

>
> ---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :
>
> Try:
>
> =smfGetTagContent("https://dividata.com/stock/PNR","span",1,">Years
> Paying",,,,1)
> =smfGetTagContent("https://dividata.com/stock/PNR","div",1,"Overall
> Rating:",,,,1)
> =smfGetTagContent("https://dividata.com/stock/PNR","div",1,"Dividend
> Yield:",,,,1)
> =smfGetTagContent("https://dividata.com/stock/PNR","div",1,"Dividend
> History:",,,,1)
>
> On Mon, Jun 4, 2018 at 7:08 AM, tzewei_79@
> ...
> wrote:
>
>
> Just realised they changed to https, but =RCHGetTableCell("https://
> dividata.com/stock/ <https://dividata.com/stock/>"&A3,1," Years Paying:")
> did not work now. A3 is the ticker symbol PNR.
>
> I also tried =RCHGetTableCell("https: //www.finviz.com/quote.ashx?t=
> <https://www.finviz.com/quote.ashx?t=> "&A3,1,"Dividend") , and it showed
> 0.70 which matches what was displayed on the website
> https://dividata.com/stock/PNR .
>
> In the element, there is only 1 element that has the value 0.7 and the
> title is actually "52 Week Dividend".
> When I tried =RCHGetTableCell("https: //www.finviz.com/quote.ashx?t=
> <https://www.finviz.com/quote.ashx?t=> "&A3,1,"52 Week Dividend"), it
> gave me an error. I'm very confused on how to extract the data on dividata
> .
>
> I also wanted to extract the following items.
> 1. Years Paying Dividend
> 2. Over Rating
> 3. Dividend Yield Rating
> 4. Dividend History Rating
>
> Can someone please guide me?
>
>
>
>
>

Tue Jun 5, 2018 7:21 am (PDT) . Posted by:

nelsonmuntz1000

Hi Randy
I'm running into the same problem where Excel appends the path to the formula as follows:
='C:\SMF\RCH_Stock_Market_Functions.xla'!smfGetYahooPortfolioView($BZ$13:$BZ$69,$CA$8:$EC$8,,1)



This happened after I switched from Office 2007 to Office 2016 Professional Plus (64 bit). When saving, Excel appends the formula and I have to use smfFixLinks before calculating (I always use manual recalc). I cleared my C:\SMF folder, removed the add-in from excel and reinstalled the latest version, including updated element files. Nothing else changed.


I don't see anything in Excel options that should impact the way the files are saved.


Any ideas?


Other than this nuisance issue and the occasional url change from http to https, the add-in, and the PortfolioView arrays in particular, have been working pretty much flawlessly since the changes late last year.


Thanks so much!

Tue Jun 5, 2018 7:52 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

EXCEL *always* saves the hard-coded location of the add-in on each function
when the workbook is saved. If the add-in is installed and activated in
that location when the workbook is opened, it strips off that hard-coded
location. If the add-in is not active in that location when the workbook is
opened, it leaves the hard-coded location on the function and tags it as an
"unresolved&quot; link.

On Tue, Jun 5, 2018 at 7:20 AM, ccoupe300@
​...
wrote:

>
> I'm running into the same problem where Excel appends the path to the
> formula as follows:
> ='C:\SMF\RCH_Stock_Market_Functions.xla'!smfGetYahooPortfolioView($BZ$
> 13:$BZ$69,$CA$8:$EC$8,,1)
>
> This happened after I switched from Office 2007 to Office 2016
> Professional Plus (64 bit). When saving, Excel appends the formula and I
> have to use smfFixLinks before calculating (I always use manual recalc). I
> cleared my C:\SMF folder, removed the add-in from excel and reinstalled the
> latest version, including updated element files. Nothing else changed.
>
> I don't see anything in Excel options that should impact the way the files
> are saved.
>
> Any ideas?
>
> Other than this nuisance issue and the occasional url change from http to
> https, the add-in, and the PortfolioView arrays in particular, have been
> working pretty much flawlessly since the changes late last year.
>
> Thanks so much!
>

Tue Jun 5, 2018 11:04 am (PDT) . Posted by:

nelsonmuntz1000

Tried different things but was unable to resolve the issue. Ran into some other glitchy things with Excel 2016. Maybe something about excel 2016?

One thing I noticed when using smfFixLinks was it didn't always strip out the whole path, sometimes ended up with =smfGetYahooPortfolioView($BZ$ 13:$BZ$69,$CA$8:$EC$8,,1), sometimes ended up with ='RCH_Stock_Market_ Functions.xla&#39;! smfGetYahooPortfolioView($BZ$ 13:$BZ$69,$CA$8:$EC$8,,1).


Have gone back to Excel 2007 and link issue has gone away. Thanks anyway.







Tue Jun 5, 2018 5:00 pm (PDT) . Posted by:

"Andrew Reekie" reekie.andrew@gmail.com

Hi,

I am new to this and am trying to follow the 'Automate your investment life' paper to set this up on Excel 365 but nothing seems to line up.

As I said , I am new to QI and not experienced with Excel either.

Is there an instruction guide for complete novices that are using excel 365?

Thanks in advance

From: smf_addin@yahoogroups.com <smf_addin@yahoogroups.com>
Sent: Wednesday, 6 June 2018 12:21 AM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Re: ='C:\Program Files\SMF Add-In\RCH_Stock_Market_Functions.xla'!RCHGetElementNumber(Ticker,624)

Hi Randy

I'm running into the same problem where Excel appends the path to the formula as follows:

='C:\SMF\RCH_Stock_Market_Functions.xla'!smfGetYahooPortfolioView($BZ$13:$BZ$69,$CA$8:$EC$8,,1)

This happened after I switched from Office 2007 to Office 2016 Professional Plus (64 bit). When saving, Excel appends the formula and I have to use smfFixLinks before calculating (I always use manual recalc). I cleared my C:\SMF folder, removed the add-in from excel and reinstalled the latest version, including updated element files. Nothing else changed.

I don't see anything in Excel options that should impact the way the files are saved.

Any ideas?

Other than this nuisance issue and the occasional url change from http to https, the add-in, and the PortfolioView arrays in particular, have been working pretty much flawlessly since the changes late last year.

Thanks so much!

Wed Jun 6, 2018 2:05 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

That's the first time I've seen that document. The instructions look quite
old. A lot of things have changed.

Everything you should need is on the website:

http://ogres-crypt.com/SMF/

Installation instructions, documentation, templates, Tips and FAQs, ...

But there are so many ways to use the add-in. And it's not going to help if
you're not experiences with EXCEL.

On Tue, Jun 5, 2018 at 4:41 PM, 'Andrew Reekie ' reekie.andrew@
​...
wrote:

>
> *I am new to this and am trying to follow the 'Automate your investment
> life' paper to set this up on Excel 365 but nothing seems to line up.*
>
> *As I said , I am new to QI and not experienced with Excel either..*
>
> *Is there an instruction guide for complete novices that are using excel
> 365?*
>
> *Thanks in advance*
>
>
>
>
>

Tue Jun 5, 2018 8:17 am (PDT) . Posted by:

Randy,

I was looking at available codes in my version of SMF but didn't see what I am looking for. Is there any way to return Implied Volatility for a stock?

Thanks,

Jim Moody

Tue Jun 5, 2018 9:28 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

It looks like AlphaQuery has a lot of choices. For example, try:

=smfGetTagContent("
https://www.alphaquery.com/stock/MMM/volatility-option-statistics/150-day/iv-mean","td",1,"Historical
Volatility (Close-to-Close)",,,,1)

On Tue, Jun 5, 2018 at 8:17 AM, jimmymoodz@
​...
wrote:

>
>
>
> I was looking at available codes in my version of SMF but didn't see what
> I am looking for. Is there any way to return Implied Volatility for a
> stock?
>
>
>
>
>

Tue Jun 5, 2018 9:03 am (PDT) . Posted by:

"Robbie Geary" rgearyiii

That file is updated daily.

On Tue, Jun 5, 2018 at 5:09 AM, sdavidson@miradorllc.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:

>
>
> Curious as to how up to date the list of securities is?
> Also curious about the DTN IQ database.
>
>
>

--
Robbie Geary

Wed Jun 6, 2018 1:29 pm (PDT) . Posted by:

sdavidson@miradorllc.com

Attempting to utilize the function for a large quantity of ticker symbols.
When I enter =smfGetYahooJSONField("IBM","assetProfile","quoteSummary.result.0.assetProfile.country") into a cell I get back "Not found"

Wed Jun 6, 2018 2:06 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

The formula is working fine here. You may be running into the 1000-webpage
limit of the add-in? The add-in is designed for ad hoc usage, not bulk data
retrieval. I don't think that is a fair usage of the free data sources. It
just encourages them to come up with ways to prevent access to the data by
something like the add-in.

On Wed, Jun 6, 2018 at 1:27 PM, sdavidson@
​...
wrote:

> Attempting to utilize the function for a large quantity of ticker symbols.
>
> When I enter =smfGetYahooJSONField("IBM","assetProfile","
> quoteSummary.result.0.assetProfile.country") into a cell I get back "Not
> found"
>
>
>

Wed Jun 6, 2018 6:53 pm (PDT) . Posted by:

sjagers

Hi Randy.... Curious. Do you know if Zack's changed their website this week? I was able to get Average Broker Recommendation, Average Target Price, Zacks Rank and Industry Classification last Friday, but they're not working today.

Average Broker Recommendation
rchgetelementnumber 13885

Average Target Price
rchgetelementnumber 13888

Zacks Rank
rchgetelementsnumber 848 quit working for this when Zacks changed their website last year. The workaround, that has been working until today, was to use the following, where S26 is the cell with stock symbol.

=IF($S26="","b",smfConvertData(smfStrExtr(smfGetTagContent("https://www.zacks.com/stock/quote/"&$S26,"p",1,"Zacks Rank:"),"~","-")))

Industry Classification
rchgetelementsnumber 850 quit working for this when Zacks changed their website last year. The workaround that has been working until today, was to use the following, where S26 is the cell with stock symbol.

=IF($S26="","b",smfGetTagContent("https://www.zacks.com/stock/research/"&$S26&"/industry-comparison","strong&quot;,1,">Industry</a> :"))

Thanks.



Wed Jun 6, 2018 11:35 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

These are working for me:

=RCHGetElementNumber("MMM",13885)
=RCHGetElementNumber("MMM",13888)

I am getting "Error" on the following items in the template:

Zacks Rank
Zacks Recommendation
Stock Style, Value
Stock Style, Growth
Stock Style, Momentum
Stock Style, VGM
Industry Group

I'll take a look at them when I have some more time.

On Wed, Jun 6, 2018 at 6:48 PM, sjagers@
​...
wrote:

>
> Hi Randy.... Curious. Do you know if Zack's changed their website this
> week? I was able to get Average Broker Recommendation, Average Target
> Price, Zacks Rank and Industry Classification last Friday, but they're not
> working today.
>
> Average Broker Recommendation
> rchgetelementnumber 13885
>
> Average Target Price
> rchgetelementnumber
> ​​
> 13888
>
> Zacks Rank
> rchgetelementsnumber 848 quit working for this when Zacks changed their
> website last year. The workaround, that has been working until today, was
> to use the following, where S26 is the cell with stock symbol.
>
> =IF($S26="","b",smfConvertData(smfStrExtr(smfGetTagContent("https://www.
> zacks.com/stock/quote/"&$S26,"p",1,"Zacks Rank:"),"~","-")))
>
> Industry Classification
> rchgetelementsnumber 850 quit working for this when Zacks changed their
> website last year. The workaround that has been working until today, was
> to use the following, where S26 is the cell with stock symbol.
>
> =IF($S26="","b",smfGetTagContent("https://www.zacks.com/stock/research/"&$
> S26&"/industry-comparison";,"strong&quot;,1,">Industry</a> :"))
>
>
For the Add-in, Documentation, Templates, Tips and FAQs, visit http://ogres-crypt.com/SMF

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