Senin, 04 Juli 2011

[smf_addin] Digest Number 1876

Messages In This Digest (13 Messages)

Messages

1.

Question Regarding Morningstar Data Feed

Posted by: "guilldan" guilldan@yahoo.com   guilldan

Sun Jul 3, 2011 3:36 pm (PDT)





Hello,

First, thank you Randy for making this add-in. I am doing some fund analysis on Morningstar and have noticed that some of the data links are incorrect. Mainly total returns and trailing returns... The fund pulls the correct data point but "relative to index" and "relative to category" are not pulling the correct data point. I tried downloading the updated .txt file from the "in progress" folder but it is still pulling the wrong return.

Also, is it possible to add the following info from Morningstar that is found on the upper right table under the "quote" tab?

o Yield
o Load
o Total Assets
o Expenses
o Turnover
o Status

It's probably something as simple as changing the .txt file. If you want to provide some sort of education on how to do it, I won't have to bother you anymore with this kind of stuff.

Again, thanks for making this add-in. I use it almost everyday and it saves me a bunch of time.

Thanks,
Dan

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2.1.

RCHGetTableCell

Posted by: "dustinkw@ymail.com" dustinkw@ymail.com   dustinkw@ymail.com

Sun Jul 3, 2011 3:37 pm (PDT)



I've been attempting to learn how to use the SMF add-in.

I was trying to import data from selected cells of the MSN Financials website. For an annual income statement I get a web address of:
http://moneycentral.msn.com/investor/invsub/results/statemnt.aspx?symbol=goog&stmtView=Ann

However, the ticker (in this case goog) is located in the middle of the address and if I want to use a ticker box in my spreadsheet I can't just replace the goog ticker above with the cell I've assigned to my ticker.
For example:
=RCHGetTableCell("http://moneycentral.msn.com/investor/invsub/results/statemnt.aspx?symbol="&ticker&stmtView=Ann,1,"total revenue")

I downloaded a template using the GetTableCell function to extract data from MSN. To my surprise the web address in that spreadsheet was different:
=RCHGetTableCell("http://moneycentral.msn.com/investor/invsub/results/statemnt.aspx?lstStatement=Income&stmtView=Ann&Symbol="&ticker, 1,"Total Revenue")

So, I have two questions:
1. How could I find out that MSN has this alternative web address, which works in excel, for the same website?

2. What are the rules for the placement of the "ticker" entry within the formula. Must it always be at the end of the formula?

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2.2.

Re: RCHGetTableCell

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

Sun Jul 3, 2011 4:10 pm (PDT)



It's just normal EXCEL string concatenation:

="...string1..."&A1&"...string2..."

They aren't alternative web addresses. In general, URL parameters can be
given in any order. I usually rearrange the URL parameters so the one for
ticker symbol is last.

On Thu, Jun 30, 2011 at 8:18 PM, dustinkw@ymail.com <dustinkw@ymail.com>wrote:

> I've been attempting to learn how to use the SMF add-in.
>
> I was trying to import data from selected cells of the MSN Financials
> website. For an annual income statement I get a web address of:
>
> http://moneycentral.msn.com/investor/invsub/results/statemnt.aspx?symbol=goog&stmtView=Ann
>
> However, the ticker (in this case goog) is located in the middle of the
> address and if I want to use a ticker box in my spreadsheet I can't just
> replace the goog ticker above with the cell I've assigned to my ticker.
> For example:
> =RCHGetTableCell("
> http://moneycentral.msn.com/investor/invsub/results/statemnt.aspx?symbol="&ticker&stmtView=Ann,1,"total
> revenue")
>
> I downloaded a template using the GetTableCell function to extract data
> from MSN. To my surprise the web address in that spreadsheet was different:
> =RCHGetTableCell("
> http://moneycentral.msn.com/investor/invsub/results/statemnt.aspx?lstStatement=Income&stmtView=Ann&Symbol="&ticker,
> 1,"Total Revenue")
>
> So, I have two questions:
> 1. How could I find out that MSN has this alternative web address, which
> works in excel, for the same website?
>
> 2. What are the rules for the placement of the "ticker" entry within the
> formula. Must it always be at the end of the formula?
>
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3a.

Reuters data elements and templates do not appear to work

Posted by: "John Smith" raftingchina@yahoo.com   raftingchina

Sun Jul 3, 2011 3:39 pm (PDT)



Hello,

Can anyone help me with this? The Reuters data elements and template
don't work for me. Specifically, I'm talking about retrieving elements
13626 through 13821.

I tried to modify the smf-elements-5 file with the new Reuters URL and
also their page structure appears to have changed from what
smf-elements-5 is expecting.

For example, I changed the 13678 data element entry from:
13678;ReutersRat;Comparison Ratios -- Dividends -- Payout Ratio (TTM) --
Company;http://www.reuters.com/finance/stocks/ratios?symbol=~~~~~;1;>Val\
uation Ratios<;Payout Ratio(TTM); ; ;0;0;0;0

to this:
13678;ReutersRat;Comparison Ratios -- Dividends -- Payout Ratio (TTM) --
Company;http://www.reuters.com/finance/stocks/financialHighlights?symbol\
=~~~~~;1;>Dividends<;Payout Ratio(TTM); ; ;0;0;0;0

Bolded italics show my changes.

Any help appreciated.

Thanks!

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3b.

Re: Reuters data elements and templates do not appear to work

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

Sun Jul 3, 2011 8:08 pm (PDT)



Try using the updated smf-elements-5.txt file in the "Works in Progress"
folder...

On Fri, Jul 1, 2011 at 7:35 AM, John Smith <raftingchina@yahoo.com> wrote:

>
> Can anyone help me with this? The Reuters data elements and template don't
> work for me. Specifically, I'm talking about retrieving elements 13626
> through 13821.
>
> I tried to modify the smf-elements-5 file with the new Reuters URL and also
> their page structure appears to have changed from what smf-elements-5 is
> expecting.
>
> For example, I changed the 13678 data element entry from:
> 13678;ReutersRat;Comparison Ratios -- Dividends -- Payout Ratio (TTM) --
> Company;http://www.reuters.com/finance/stocks/ratios?symbol=~~~~~;1;>Valuation
> Ratios<;Payout Ratio(TTM); ; ;0;0;0;0
>
> to this:
> 13678;ReutersRat;Comparison Ratios -- Dividends -- Payout Ratio (TTM) --
> Company;http://www.reuters.com/finance/stocks/*financialHighlights*
> ?symbol=~~~~~;1;>*Dividends*<;Payout Ratio(TTM); ; ;0;0;0;0
>
> Bolded italics show my changes.
>
> Any help appreciated.
>
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4.

Incorrect data in financial statements from ADVFN, SmartMoney, Googl

Posted by: "dustinkw@ymail.com" dustinkw@ymail.com   dustinkw@ymail.com

Sun Jul 3, 2011 3:39 pm (PDT)



On several occasions I've noticed incorrect data reported in financial statements from some of the commonly used finance websites. One example: on the annual income sheet for Apple google and MSN Money state the gross profit in 2008 as 13,197. However, the SEC filing for the same period states 11,145.

I've not noticed any such discrepancies on Yahoo Finance or Morningstar. However, Yahoo only offers 3 years worth of data and SMF doesn't seem to work with Morningstar's new website.

I would rather not use incorrect data. Does anybody know of a way to download data directly from the Edgar database with the SMF tools?

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5a.

smf add-in on windows 7

Posted by: "somerset46m" pahrens@sbcglobal.net   somerset46m

Sun Jul 3, 2011 3:41 pm (PDT)



Hi Randy, When I was on Excel 2007 and Vista, SMF Add-in worked great. But since moving to Win7, it's been a no go. Any ideas what to do?

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5b.

Re: smf add-in on windows 7

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

Sun Jul 3, 2011 4:06 pm (PDT)



Sorry. Not a clue. I'm still on Vista.

On Sat, Jul 2, 2011 at 4:43 PM, somerset46m <pahrens@sbcglobal.net> wrote:

> When I was on Excel 2007 and Vista, SMF Add-in worked great. But since
> moving to Win7, it's been a no go. Any ideas what to do?
>
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6a.

Re: Reuter Datalink

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

Sun Jul 3, 2011 4:04 pm (PDT)



I would suspect you could, but since I don't subscribe, I can't give
details.

Off hand, it would seem the easiest thing to do would be to use the
smfGetCSVFile() function on the Metastock file -- it's comma delimited,
right?

On Wed, Jun 29, 2011 at 8:48 AM, jagonzb <jagonzb@yahoo.com> wrote:

> I am subscribed to ReuterDatalink (EndOfDay); it feeds Metastock.
> Is it there anyway that I could read the Metastock Files (and/or Reuter
> Data on demand feed) and populate a cell in Excel (i.e. One cell would
> contain the symbol and have Last Close displayed in an other)?
>
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Messages in this topic (2)
7.1.

Re: data pulls from yellow pages and zillow.com

Posted by: "Won-Jae" jay_lee2037@yahoo.com   jay_lee2037

Sun Jul 3, 2011 4:23 pm (PDT)





Dear Randy:

I have a question regarding pulling yellowpages below.

the "D4: =RCHGetWebData($D$3,C4) " does not work properly, specifically D4 does not grap "data-street" which the next step B5 uses. Do you know why, and how can I fix this problem?

Thank you.
Jay.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> You'd need add-in functions from the beta version of the add-in from the
> "Works in Progress" folder, since none of the data is in HTML tables.
>
> The first would have to be a cascading extraction, using the RCHGetWebData()
> function and finding each successive "data-street" tag, and using that info
> to extract the other items related to it. For example:
>
> D3:
> http://www.yellowpages.com/findaperson?fap%5Bfirst%5D=&fap%5Blast%5D=KIM&fap%5Bcity%5D=10583&fap%5Bstate%5D=&fap%5Bsearchtype%5D=phone
> C4: 1
> D4: =RCHGetWebData($D$3,C4)
> B5: =FIND("data-street",D4,2)
> C5: =C4+B5-1
> D5: =RCHGetWebData($D$3,C5,5000)
> E5: =smfStrExtr(D5,"""","""")
> F5: =smfGetTagContent($D$3,"a",1,$E5)
> G5: =smfGetTagContent($D$3,"span",2,$E5)
>
> ...and then just copy row 5 downward.
>
> The second item is just:
>
> =VALUE(smfGetTagContent("
> http://www.zillow.com/homedetails/395-Heathcote-Rd-Scarsdale-NY-10583/33097289_zpid/
> ","span",1,">Zestimate"))
>
> On Sun, Jun 13, 2010 at 6:49 AM, Won-Jae Lee <jay_lee2037@...> wrote:
> >
> >
> > This seems slightly off the topic, but I would like to ask your advice
> > anyway.
> >
> > I am trying to get the basic information about my potential customers, as
> > follows:
> >
> > *NAME* *CITY* *ST* *ADDRESS* *
> > TEL#* *HOME VALUE*
> >
> > STEP I> With this NAME, CITY and State[ST] that I already obtained, I go
> > into (for example) ?> >
> >
> > http://www.yellowpages.com/findaperson?fap[first]=&fap[last]=KIM&fap[city]=10583&fap[state]=&fap[searchtype]=phone<http://www.yellowpages.com/findaperson?fap%5Bfirst%5D=&fap%5Blast%5D=KIM&fap%5Bcity%5D=10583&fap%5Bstate%5D=&fap%5Bsearchtype%5D=phone>?> >
> > to get their addresses and phone numbers.
> >
> > STEP II> With this address I get from yellow pages, I go into(for example)
> > ?> >
> >
> > http://www.zillow.com/homedetails/395-Heathcote-Rd-Scarsdale-NY-10583/33097289_zpid/?> >
> > to get this address's Zestimate?$***,***.
> >
> > Is there any way for me to automatize this manual process by using your
> > smf-Addins, or else how can I make this process more efficient?
> >
>

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7.2.

Re: data pulls from yellow pages and zillow.com

Posted by: "Won-Jae" jay_lee2037@yahoo.com   jay_lee2037

Sun Jul 3, 2011 4:23 pm (PDT)





Dear Randy:

I have a question regarding pulling yellowpages below.

the "D4: =RCHGetWebData($D$3,C4) " does not work properly, specifically D4 does not grap "data-street" which the next step B5 uses. Do you know why, and how can I fix this problem?

Thank you.
Jay.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> You'd need add-in functions from the beta version of the add-in from the
> "Works in Progress" folder, since none of the data is in HTML tables.
>
> The first would have to be a cascading extraction, using the RCHGetWebData()
> function and finding each successive "data-street" tag, and using that info
> to extract the other items related to it. For example:
>
> D3:
> http://www.yellowpages.com/findaperson?fap%5Bfirst%5D=&fap%5Blast%5D=KIM&fap%5Bcity%5D=10583&fap%5Bstate%5D=&fap%5Bsearchtype%5D=phone
> C4: 1
> D4: =RCHGetWebData($D$3,C4)
> B5: =FIND("data-street",D4,2)
> C5: =C4+B5-1
> D5: =RCHGetWebData($D$3,C5,5000)
> E5: =smfStrExtr(D5,"""","""")
> F5: =smfGetTagContent($D$3,"a",1,$E5)
> G5: =smfGetTagContent($D$3,"span",2,$E5)
>
> ...and then just copy row 5 downward.
>
> The second item is just:
>
> =VALUE(smfGetTagContent("
> http://www.zillow.com/homedetails/395-Heathcote-Rd-Scarsdale-NY-10583/33097289_zpid/
> ","span",1,">Zestimate"))
>
> On Sun, Jun 13, 2010 at 6:49 AM, Won-Jae Lee <jay_lee2037@...> wrote:
> >
> >
> > This seems slightly off the topic, but I would like to ask your advice
> > anyway.
> >
> > I am trying to get the basic information about my potential customers, as
> > follows:
> >
> > *NAME* *CITY* *ST* *ADDRESS* *
> > TEL#* *HOME VALUE*
> >
> > STEP I> With this NAME, CITY and State[ST] that I already obtained, I go
> > into (for example) ?> >
> >
> > http://www.yellowpages.com/findaperson?fap[first]=&fap[last]=KIM&fap[city]=10583&fap[state]=&fap[searchtype]=phone<http://www.yellowpages.com/findaperson?fap%5Bfirst%5D=&fap%5Blast%5D=KIM&fap%5Bcity%5D=10583&fap%5Bstate%5D=&fap%5Bsearchtype%5D=phone>?> >
> > to get their addresses and phone numbers.
> >
> > STEP II> With this address I get from yellow pages, I go into(for example)
> > ?> >
> >
> > http://www.zillow.com/homedetails/395-Heathcote-Rd-Scarsdale-NY-10583/33097289_zpid/?> >
> > to get this address's Zestimate?$***,***.
> >
> > Is there any way for me to automatize this manual process by using your
> > smf-Addins, or else how can I make this process more efficient?
> >
>

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Messages in this topic (29)
7.3.

Re: data pulls from yellow pages and zillow.com

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

Sun Jul 3, 2011 4:40 pm (PDT)



Hmmm. Not sure what they've changed. Makes me wonder if the content of the
page is reliable from "session" to "session"?

Try:

=smfGetTagContent($D$3,"a",row1,"id=""results-list""")
=smfGetTagContent($D$3,"span",row2,"id=""results-list""")

...varying "row1" as 2, 12, 22, ...
..and "row2" as 1,2, 10,11, 19,20, ...

On Sun, Jul 3, 2011 at 4:23 PM, Won-Jae <jay_lee2037@yahoo.com> wrote:

> I have a question regarding pulling yellowpages below.
>
> the "D4: =RCHGetWebData($D$3,C4) " does not work properly, specifically D4
> does not grap "data-street" which the next step B5 uses. Do you know why,
> and how can I fix this problem?
>
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Messages in this topic (29)
8a.

Re: where is 'new content' setting? Re: smfGetOptionQuotes problem

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

Sun Jul 3, 2011 8:10 pm (PDT)



See:

http://finance.groups.yahoo.com/group/smf_addin/message/13523

On Sat, Jul 2, 2011 at 11:53 AM, investor952 <investor952@yahoo.com> wrote:

> "Make sure your Internet Options under IE are set to always get new content
> when a web page is visited. Otherwise, Microsoft's Internet engine could be
> returning cached web pages."
>
> Hello Randy..how do I do this with IE 8? I looked under options but
> couldn't find where to make sure the 'new content' setting was set. By the
> way..I normally use Firefox under Windows XP, but have IE 8. I am unable to
> update the version of IE because Microsoft doesn't update for XP any more
> apparently. Thx.
>
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