Senin, 20 Juni 2011

[smf_addin] Digest Number 1862

Messages In This Digest (12 Messages)

Messages

1a.

I need help in getting data from morningstar

Posted by: "Amir" amir.rehman@yahoo.com   amir.rehman

Sun Jun 19, 2011 1:15 pm (PDT)



Hello

I need help in getting financial data from morningstar of companies using ticker. Please help

Thanks
Amir

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Messages in this topic (8)
1b.

Re: I need help in getting data from morningstar

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Sun Jun 19, 2011 1:29 pm (PDT)



You're going to need to be a lot more specific about which data.

Check out some of the template in the files area.

Note that MorningStar has been changing some pages to dynamic display of the
data, which means those web pages will be unavailable for the add-in to
extract data from.

On Sun, Jun 19, 2011 at 12:28 PM, Amir <amir.rehman@yahoo.com> wrote:

>
> I need help in getting financial data from morningstar of companies using
> ticker. Please help
>
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1c.

Re: I need help in getting data from morningstar

Posted by: "Amir Rehman" amir.rehman@yahoo.com   amir.rehman

Sun Jun 19, 2011 1:32 pm (PDT)



Thanks for you quick response. I am looking for Financial statments items ( Balance sheet, Cashflows, Income Statement) and more importantly key ratio and data like Free cash flows etc.
 
Kind Regards
Amir Rehman

________________________________
From: Randy Harmelink <rharmelink@gmail.com>
To: smf_addin@yahoogroups.com
Sent: Monday, June 20, 2011 1:29 AM
Subject: Re: [smf_addin] I need help in getting data from morningstar

 
You're going to need to be a lot more specific about which data.

Check out some of the template in the files area.

Note that MorningStar has been changing some pages to dynamic display of the data, which means those web pages will be unavailable for the add-in to extract data from.

On Sun, Jun 19, 2011 at 12:28 PM, Amir <amir.rehman@yahoo.com> wrote:

>I need help in getting financial data from morningstar of companies using ticker. Please help
>

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Messages in this topic (8)
1d.

Re: I need help in getting data from morningstar

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Sun Jun 19, 2011 1:35 pm (PDT)



Unfortunately, Income Statement data is not available -- it's on one of
those pages they are now dynamically producing.

Templates are available for everything else.

On Sun, Jun 19, 2011 at 1:32 PM, Amir Rehman <amir.rehman@yahoo.com> wrote:

>
> I am looking for Financial statments items ( Balance sheet, Cashflows,
> Income Statement) and more importantly key ratio and data like Free cash
> flows etc.
>
>
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Messages in this topic (8)
1e.

Re: I need help in getting data from morningstar

Posted by: "Amir Rehman" amir.rehman@yahoo.com   amir.rehman

Sun Jun 19, 2011 1:37 pm (PDT)



what about FCF?
 
Kind Regards
Amir Rehman

________________________________
From: Randy Harmelink <rharmelink@gmail.com>
To: smf_addin@yahoogroups.com
Sent: Monday, June 20, 2011 1:35 AM
Subject: Re: [smf_addin] I need help in getting data from morningstar

 
Unfortunately, Income Statement data is not available -- it's on one of those pages they are now dynamically producing.

Templates are available for everything else.

On Sun, Jun 19, 2011 at 1:32 PM, Amir Rehman <amir.rehman@yahoo.com> wrote:

>
>I am looking for Financial statments items ( Balance sheet, Cashflows, Income Statement) and more importantly key ratio and data like Free cash flows etc.
>

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Messages in this topic (8)
1f.

Re: I need help in getting data from morningstar

Posted by: "alexander" alex.life2539@gmail.com   life2539

Sun Jun 19, 2011 1:40 pm (PDT)



I also have the same problem with Morningstar. I do know you can access their data into excel through MorningstarDirect BUT it requires $$$.

I use an alternate - I use AdvFn.com Data for the Financials since looking at their data sources they apparently get their information from Morningstar for the popular stocks at least. Just watch out for discrepancies.

If you do find a free workaround to morningstar I'd like to know as well.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Unfortunately, Income Statement data is not available -- it's on one of
> those pages they are now dynamically producing.
>
> Templates are available for everything else.
>
> On Sun, Jun 19, 2011 at 1:32 PM, Amir Rehman <amir.rehman@...> wrote:
>
> >
> > I am looking for Financial statments items ( Balance sheet, Cashflows,
> > Income Statement) and more importantly key ratio and data like Free cash
> > flows etc.
> >
> >
>

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Messages in this topic (8)
1g.

Re: I need help in getting data from morningstar

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Sun Jun 19, 2011 1:56 pm (PDT)



I just opened the template from the files area and the Cash Flow statement
portion was working fine...

On Sun, Jun 19, 2011 at 1:36 PM, Amir Rehman <amir.rehman@yahoo.com> wrote:

>
> what about FCF?
>
>
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Messages in this topic (8)
1h.

Re: I need help in getting data from morningstar

Posted by: "Amir Rehman" amir.rehman@yahoo.com   amir.rehman

Sun Jun 19, 2011 1:58 pm (PDT)



Ok I ll check it. Thanks a lot for your time.

________________________________
From: Randy Harmelink <rharmelink@gmail.com>
To: smf_addin@yahoogroups.com
Sent: Monday, June 20, 2011 1:56 AM
Subject: Re: [smf_addin] I need help in getting data from morningstar

 
I just opened the template from the files area and the Cash Flow statement portion was working fine...

On Sun, Jun 19, 2011 at 1:36 PM, Amir Rehman <amir.rehman@yahoo.com> wrote:

>
>what about FCF?
>

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Messages in this topic (8)
2.1.

Re: RCHGetYahooHistory, MA slope

Posted by: "Dan Lancaster" dansgonefishing@yahoo.com   dansgonefishing

Sun Jun 19, 2011 3:37 pm (PDT)



Jose,

I buy when the slope of the MA is greater than .001, sell when it is less. The slope is calculated over the previous four weeks of the 42 week moving average. I came up with those values after a lot of testing with SPY using 15 years of data. I then tested about 50 other ETFs and found that most of the broad index based ETFs responded well to this technique. Individual stocks and narrowly focused ETFs don't work well with this.

I will try to post a sample of the summary page from my analysis spreadsheet in the files section to give you some ideas for your efforts.

Dan

--- In smf_addin@yahoogroups.com, Jacob Jose <pepecan47@...> wrote:
>
> Hi Dan - thank you very much for the suggestions. A question, how do you use MA
> slope for buy/sell signals?
>  Regards,
> Jose L. Jacob
>
>
>
>
> ________________________________
> From: Dan Lancaster <dansgonefishing@...>
> To: smf_addin@yahoogroups.com
> Sent: Thu, June 16, 2011 2:36:42 PM
> Subject: [smf_addin] Re: RCHGetYahooHistory, MA slope
>
>  
>
>
> I use MA slope for buy/sell signals. I agree with Randy. You should download the
> price history with one RCHGetYahooHistory call then do all of your calculations
> in the spreadsheet using OFFSET, AVERAGE and SLOPE. The download will be quicker
> and you will have a lot more flexibility in your analysis calculations. For
> example, the Excel functions allow cell references so you can set up driving
> cells to vary the time period over which the average is calculated and the time
> period over which the slope is calculated. Both had a big impact on the results
> of my back testing of this method.
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@> wrote:
> >
> > Not using the same method. There are times I would like to use the OFFSET()
> > function to extract data from the function, but OFFSET() only accepts a
> > range as input. However, INDEX() does allow either a range or an array as
> > an input, so you could do it this way:
> >
> > =INDEX(smfTech(RCHGetYahooHistory("MMM",,,,,,,,,,1,1,100,6),"SMA",50),100)
> > =INDEX(smfTech(RCHGetYahooHistory("MMM",,,,,,,,,,1,1,100,6),"SMA",50),99)
> >
> > The first gets you the current 50-day SMA. The second gets you the previous
> > 50-day SMA.
> >
> > Another option would be to mathematically compute it. Today's 50-day SMA and
> > yesterday's 50-day SMA have 49 common days that went into their calculation.
> > So, really, you're just looking at the change between today's closing price
> > and the the closing price from 51 days ago, and then dividing that
> > difference by 50. So:
> >
> >=(RCHGetYahooHistory("MMM",,,,,,,,"A",0,,,1,1)-INDEX(RCHGetYahooHistory("MMM",,,,,,,,"A",0,,,51,1),51))/50
> >0
> >
> > I would just drop the division by 50 and call it a 50-day rate-of-change.
> >
> > On Tue, Jun 14, 2011 at 5:31 PM, Jacob Jose <pepecan47@> wrote:
> >
> > >
> > > Randy, is there any way to get the last 51 days of data and do the
> > > AVERAGE of day 2 to 51? I don't see how to automate my workbook if I have
> > > to provide the dates hard coded.
> > >
> >
>

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Messages in this topic (31)
2.2.

Re: RCHGetYahooHistory, MA slope

Posted by: "Jacob Jose" pepecan47@yahoo.ca   pepecan47

Sun Jun 19, 2011 8:51 pm (PDT)



Dan, thank you very much, this is good to know. Looking forward to see your
analysis spreadsheet.
 Regards,
Jose L. Jacob

________________________________
From: Dan Lancaster <dansgonefishing@yahoo.com>
To: smf_addin@yahoogroups.com
Sent: Sun, June 19, 2011 6:36:57 PM
Subject: [smf_addin] Re: RCHGetYahooHistory, MA slope

 
Jose,

I buy when the slope of the MA is greater than .001, sell when it is less. The
slope is calculated over the previous four weeks of the 42 week moving average.
I came up with those values after a lot of testing with SPY using 15 years of
data. I then tested about 50 other ETFs and found that most of the broad index
based ETFs responded well to this technique. Individual stocks and narrowly
focused ETFs don't work well with this.

I will try to post a sample of the summary page from my analysis spreadsheet in
the files section to give you some ideas for your efforts.

Dan

--- In smf_addin@yahoogroups.com, Jacob Jose <pepecan47@...> wrote:
>
> Hi Dan - thank you very much for the suggestions. A question, how do you use MA
>
> slope for buy/sell signals?
>  Regards,
> Jose L. Jacob
>
>
>
>
> ________________________________
> From: Dan Lancaster <dansgonefishing@...>
> To: smf_addin@yahoogroups.com
> Sent: Thu, June 16, 2011 2:36:42 PM
> Subject: [smf_addin] Re: RCHGetYahooHistory, MA slope
>
>  
>
>
> I use MA slope for buy/sell signals. I agree with Randy. You should download
>the
>
> price history with one RCHGetYahooHistory call then do all of your calculations
>
> in the spreadsheet using OFFSET, AVERAGE and SLOPE. The download will be
>quicker
>
> and you will have a lot more flexibility in your analysis calculations. For
> example, the Excel functions allow cell references so you can set up driving
> cells to vary the time period over which the average is calculated and the time
>
> period over which the slope is calculated. Both had a big impact on the results
>
> of my back testing of this method.
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@> wrote:
> >
> > Not using the same method. There are times I would like to use the OFFSET()
> > function to extract data from the function, but OFFSET() only accepts a
> > range as input. However, INDEX() does allow either a range or an array as
> > an input, so you could do it this way:
> >
> > =INDEX(smfTech(RCHGetYahooHistory("MMM",,,,,,,,,,1,1,100,6),"SMA",50),100)
> > =INDEX(smfTech(RCHGetYahooHistory("MMM",,,,,,,,,,1,1,100,6),"SMA",50),99)
> >
> > The first gets you the current 50-day SMA. The second gets you the previous
> > 50-day SMA.
> >
> > Another option would be to mathematically compute it. Today's 50-day SMA and
> > yesterday's 50-day SMA have 49 common days that went into their calculation.
> > So, really, you're just looking at the change between today's closing price
> > and the the closing price from 51 days ago, and then dividing that
> > difference by 50. So:
> >
>>=(RCHGetYahooHistory("MMM",,,,,,,,"A",0,,,1,1)-INDEX(RCHGetYahooHistory("MMM",,,,,,,,"A",0,,,51,1),51))/50
>0
> >0
> >
> > I would just drop the division by 50 and call it a 50-day rate-of-change.
> >
> > On Tue, Jun 14, 2011 at 5:31 PM, Jacob Jose <pepecan47@> wrote:
> >
> > >
> > > Randy, is there any way to get the last 51 days of data and do the
> > > AVERAGE of day 2 to 51? I don't see how to automate my workbook if I have
> > > to provide the dates hard coded.
> > >
> >
>

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Messages in this topic (31)
3a.

Re: Use of smf_addins cause excel to hang (i.e. not respond)

Posted by: "E Spray" espray@optimum.net   espray

Sun Jun 19, 2011 3:45 pm (PDT)



Alexander & Randy -

In Excel, I changed the calculation setting to "manual". I can now load a file with smf_addins, but upon pressing F9 the file hangs.

I am unable to run a New Web Query from Excel. Using http://www.google.com/finance as the source address, the resulting message is "Website found. Waiting for reply...". At this point, the process is hung and nothing happens.

Yes, I suspect there was an update process for Explorer, but have no idea what would have changed.

How can I determine which version of hte XML Library is being used by the computer? I was able to locate an MSXML 4.0 file folder, but it is empty.

Your assistance is greatly appreciated.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Are you able to do EXCEL Web Queries to import data?
>
> One thing you could try is to update the XML reference library in the VBA
> project. When I originally wrote the add-in, I used the 5.0 version of the
> library. However, many older versions of EXCEL didn't have that reference
> library, so I chose to use the 3.0 version instead. If you upgrade it to the
> most recent version of the library you have available, it may make a
> difference?
>
> It sounds like a recent Windows or EXCEL Update process may have changed
> something, but I'd just be guessing...
>
> On Fri, Jun 17, 2011 at 7:19 PM, E Spray <espray@...> wrote:
>
> > Any suggestions on resolving this problem is greatly appreciated.
> >
> > I've been using the smf_addins for over a year with no problems until
> > today. I'm using IE8, Excel 2010, Windows 7 and the 2.1.2010.08.02 version
> > of the addin. When opening a file or entering a formula by hand into an
> > excel spreadsheet, the file begins to process the data query and immediately
> > becomes hung (excel not responding).
> >
> > The source websites are all operative and I'm sure it's not an excel issue.
> > I suspect the problem is with a setting within IE8 somehow changing - but
> > not sure what it could be.
> >
> > I've verified the Internet Options / Settings / Miscellaneous / Access Data
> > Sources Across Domains is set for "enabled" and restarted the computer. No
> > success.
> >
> > Any thoughts or hints on possible solutions would be appreciated.
> >
>

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3b.

Re: Use of smf_addins cause excel to hang (i.e. not respond)

Posted by: "Randy Harmelink" rharmelink@gmail.com   rharmelink

Sun Jun 19, 2011 3:59 pm (PDT)



On Sun, Jun 19, 2011 at 3:44 PM, E Spray <espray@optimum.net> wrote:
>
> I am unable to run a New Web Query from Excel. Using
http://www.google.com/finance as
> the source address, the resulting message is "Website found. Waiting for
reply...". At this
> point, the process is hung and nothing happens.

That sounds like your problem right there. The add-in and the EXCEL Web
Query process use the same Microsoft Internet engine. That's why they share
the Internet Options settings, cookies, and Temporary Internet Files.

Is it possible you have a firewall that is preventing access? Maybe some
update to your security process affected something. I'm assuming IE itself
operates normally?

> How can I determine which version of hte XML Library is being used by the
computer? I was
> able to locate an MSXML 4.0 file folder, but it is empty.

When in EXCEL, hit alt-F11 to get to the VBA editor. While viewing the
source code for the add-in, use the > Tools > References menu option. This
will bring up a list of libraries. Uncheck the "Microsoft XML 3.0" library
and then look for the 5.0 or 6.0 version of the library in the alphabetical
list later on.

However, I'm not sure if that will affect things. It sounds like you have
something more basic going wrong, since the EXCEL Web Query hangs as well.
Something is preventing EXCEL (and thus the add-in) from being able to
access the Internet. That's why I'm thinking some type of security software
or setting. But that's also just a guess.
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