Selasa, 05 Juli 2011

[smf_addin] Digest Number 1877

Messages In This Digest (24 Messages)

Messages

1a.

Is SMF Add-In work well in Excel 2003?

Posted by: "cocoaacc" cocoaacc@yahoo.com.hk   cocoaacc

Mon Jul 4, 2011 5:24 am (PDT)



Dear Sir,
Is SMF Add-In work well in Excel 2003?
Many Thanks!
Will

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1b.

Re: Is SMF Add-In work well in Excel 2003?

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

Mon Jul 4, 2011 5:29 am (PDT)



It should...

On Mon, Jul 4, 2011 at 3:43 AM, cocoaacc <cocoaacc@yahoo.com.hk> wrote:

> Is SMF Add-In work well in Excel 2003?
>
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1c.

Re: Is SMF Add-In work well in Excel 2003?

Posted by: "comaxinfo" comaxinfo@gmail.com   comaxinfo

Mon Jul 4, 2011 5:29 am (PDT)



I tried on Excel 2007 It worked well cant say about Excel 2003

--- In smf_addin@yahoogroups.com, "cocoaacc" <cocoaacc@...> wrote:
>
> Dear Sir,
> Is SMF Add-In work well in Excel 2003?
> Many Thanks!
> Will
>

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1d.

Re: Is SMF Add-In work well in Excel 2003?

Posted by: "Ron Spruell" hashky@yahoo.com   hashky

Mon Jul 4, 2011 10:12 am (PDT)



No problem using Excel 2003.

Ron Spruell

________________________________
From: cocoaacc <cocoaacc@yahoo.com.hk>
To: smf_addin@yahoogroups.com
Sent: Monday, July 4, 2011 5:43 AM
Subject: [smf_addin] Is SMF Add-In work well in Excel 2003?

 
Dear Sir,
Is SMF Add-In work well in Excel 2003?
Many Thanks!
Will

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2a.

Re: Incorrect data in financial statements from ADVFN, SmartMoney, G

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

Mon Jul 4, 2011 5:44 am (PDT)



Just some explanation to the AdvFn data.

It seems that they are pulling their data off of Morningstar Reports if available BUT they are using "as of reporting" data feeds. The discrepancy usually comes with companies that restate their Financials.

I have been also looking on a better alternative to AdvFn data( I haven't had any luck on this yet). If anybody knows I would like to know too.

--- In smf_addin@yahoogroups.com, "dustinkw@..." <dustinkw@...> wrote:
>
> 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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3a.

Re: smf add-in on windows 7

Posted by: "Fred Wright" fredwwright@yahoo.com   fredwwright

Mon Jul 4, 2011 8:28 am (PDT)



I am successfully using it on a Win 7 machine and the add-in works fine MOST of the time.  It seems to have problems with internet cookies (I have IE 9 and Firefox) and I seem to need to always log-in through excel for subscription sites like Morningstar even if I have already logged in using through the browser.

Hope that helps.

Fred

________________________________
From: Randy Harmelink <rharmelink@gmail.com>
To: smf_addin@yahoogroups.com
Sent: Sunday, July 3, 2011 7:06 PM
Subject: Re: [smf_addin] smf add-in on windows 7

 
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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3b.

Re: smf add-in on windows 7

Posted by: "Pete" optionzz@gmail.com   option2z

Mon Jul 4, 2011 9:17 am (PDT)



I've been on Windows 7 for well over a year, and heavily use the Add-In. What symptoms are you having? I doubt that it has anything to do with Win 7. What version of Excel? I'm using 2007 and it works as expected...with dozens of spreadsheets.

I'd first try a complete new install of Randy's SMF, being CAREFUL to follow all the instructions. Then be sure that your spreadsheet points to the proper location of the addin (and making sure Excel knows where it is).

Pete A

--- In smf_addin@yahoogroups.com, "somerset46m" <pahrens@...> wrote:
>
> 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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3c.

Re: smf add-in on windows 7

Posted by: "Ron Spruell" hashky@yahoo.com   hashky

Mon Jul 4, 2011 10:04 am (PDT)



You have to login using IE, not Firefox.  Excel uses IE.

________________________________
From: Fred Wright <fredwwright@yahoo.com>
To: "smf_addin@yahoogroups.com" <smf_addin@yahoogroups.com>
Sent: Monday, July 4, 2011 10:27 AM
Subject: Re: [smf_addin] smf add-in on windows 7

 
I am successfully using it on a Win 7 machine and the add-in works fine MOST of the time.  It seems to have problems with internet cookies (I have IE 9 and Firefox) and I seem to need to always log-in through excel for subscription sites like Morningstar even if I have already logged in using through the browser.

Hope that helps.

Fred

________________________________
From: Randy Harmelink <rharmelink@gmail.com>
To: smf_addin@yahoogroups.com
Sent: Sunday, July 3, 2011 7:06 PM
Subject: Re: [smf_addin] smf add-in on windows 7

 
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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3d.

Re: smf add-in on windows 7

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

Mon Jul 4, 2011 10:14 am (PDT)



And I actually recommend using the EXCEL Web Query version of IE to log in.
It appears with later updates that the browser version of IE and the Web
Query version of IE are different. So logging in with the browser version of
IE may not do the trick...

On Mon, Jul 4, 2011 at 10:00 AM, Ron Spruell <hashky@yahoo.com> wrote:

>
> You have to login using IE, not Firefox. Excel uses IE.
>
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4a.

CEFConnect data

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

Mon Jul 4, 2011 10:04 am (PDT)



Randy
First let me thank you for sharing your great work with us. I am a frequent user of the SMF Add-in and really appreciate all it can do.
I am trying to figure out how to extract data from CEFConnect website as I try to follow a number of closed end funds. Although I use your add-in templates and examples a lot, my code writing skills are poor and I cannot figure out how to use RCHGetWebData or RCHGetTableCell to get the following values into my spreadsheet:
Basic URL ---- http://www.cefconnect.com

Fund Basics Tab Distribution Tab Portfolio Characteristics Tab

Ticker Effective Lev Total Expense Current Dist Avg EPS Avg UNII ROC AMT Avg Duration



I want to be able to enter Ticker Symbols such as NUV, IQT, etc into the first column in my spreadsheet, and have the add-in return the values for Effective Leverage, Total Expense, Current Distribution, Avg EPS, Avg UNII, AMT and Avg Duration.
I uploaded a 4 slide powerpoint file (CEFConnect.ppt) in the Files/Requested Samples section that shows where each data field is on CEF Connect.
Any guidance on how to get the data would be appreciated. Again, thanks for all you contribute.

Robert

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4b.

Re: CEFConnect data

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

Mon Jul 4, 2011 10:12 am (PDT)



It seems to be fairly straight-forward usage of the RCHGetTableCell()
function. For example:

=RCHGetTableCell("http://www.cefconnect.com/Details/Summary.aspx?ticker=NUV",1,"Effective
Leverage (")
=RCHGetTableCell("http://www.cefconnect.com/Details/Summary.aspx?ticker=NUV",1,"Current
Distribution (")

On Mon, Jul 4, 2011 at 9:38 AM, rcstrauss <rcstrauss@yahoo.com> wrote:

> Randy
> First let me thank you for sharing your great work with us. I am a
> frequent user of the SMF Add-in and really appreciate all it can do.
> I am trying to figure out how to extract data from CEFConnect website as I
> try to follow a number of closed end funds. Although I use your add-in
> templates and examples a lot, my code writing skills are poor and I cannot
> figure out how to use RCHGetWebData or RCHGetTableCell to get the following
> values into my spreadsheet:
> Basic URL ---- http://www.cefconnect.com
>
> Fund Basics Tab Distribution Tab
> Portfolio Characteristics Tab
>
> Ticker Effective Lev Total Expense Current Dist Avg EPS Avg
> UNII ROC AMT Avg Duration
>
>
>
>
> I want to be able to enter Ticker Symbols such as NUV, IQT, etc into the
> first column in my spreadsheet, and have the add-in return the values for
> Effective Leverage, Total Expense, Current Distribution, Avg EPS, Avg UNII,
> AMT and Avg Duration.
> I uploaded a 4 slide powerpoint file (CEFConnect.ppt) in the
> Files/Requested Samples section that shows where each data field is on CEF
> Connect.
> Any guidance on how to get the data would be appreciated. Again, thanks
> for all you contribute.
>
> Robert
>
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4c.

Re: CEFConnect data

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

Mon Jul 4, 2011 12:55 pm (PDT)





Randy

Thanks for the quick response. When I do a copy of the formulas in your reply and paste them into Excel they work great. However, when I tried to get other data or even just type in your exact formula I get "Error". I am running Win7 64 and 2010 Version of Excel.
Is there something I need to change or download to make this work?

Other SMF functions I use work fine.

Thanks again

Robert

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> It seems to be fairly straight-forward usage of the RCHGetTableCell()
> function. For example:
>
> =RCHGetTableCell("http://www.cefconnect.com/Details/Summary.aspx?ticker=NUV",1,"Effective
> Leverage (")
> =RCHGetTableCell("http://www.cefconnect.com/Details/Summary.aspx?ticker=NUV",1,"Current
> Distribution (")
>
> On Mon, Jul 4, 2011 at 9:38 AM, rcstrauss <rcstrauss@...> wrote:
>
> > Randy
> > First let me thank you for sharing your great work with us. I am a
> > frequent user of the SMF Add-in and really appreciate all it can do.
> > I am trying to figure out how to extract data from CEFConnect website as I
> > try to follow a number of closed end funds. Although I use your add-in
> > templates and examples a lot, my code writing skills are poor and I cannot
> > figure out how to use RCHGetWebData or RCHGetTableCell to get the following
> > values into my spreadsheet:
> > Basic URL ---- http://www.cefconnect.com
> >
> > Fund Basics Tab Distribution Tab
> > Portfolio Characteristics Tab
> >
> > Ticker Effective Lev Total Expense Current Dist Avg EPS Avg
> > UNII ROC AMT Avg Duration
> >
> >
> >
> >
> > I want to be able to enter Ticker Symbols such as NUV, IQT, etc into the
> > first column in my spreadsheet, and have the add-in return the values for
> > Effective Leverage, Total Expense, Current Distribution, Avg EPS, Avg UNII,
> > AMT and Avg Duration.
> > I uploaded a 4 slide powerpoint file (CEFConnect.ppt) in the
> > Files/Requested Samples section that shows where each data field is on CEF
> > Connect.
> > Any guidance on how to get the data would be appreciated. Again, thanks
> > for all you contribute.
> >
> > Robert
> >
>

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4d.

Re: CEFConnect data

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

Mon Jul 4, 2011 2:06 pm (PDT)



I can't think of a reason for such behavior...

On Mon, Jul 4, 2011 at 12:54 PM, rcstrauss <rcstrauss@yahoo.com> wrote:

>
> When I do a copy of the formulas in your reply and paste them into Excel
> they work great. However, when I tried to get other data or even just type
> in your exact formula I get "Error". I am running Win7 64 and 2010 Version
> of Excel.
> Is there something I need to change or download to make this work?
>
> Other SMF functions I use work fine.
>
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Messages in this topic (4)
5a.

Re: cia.gov factbook

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

Mon Jul 4, 2011 10:29 am (PDT)



They don't have well-formed HTML tables, so the normal functions aren't
going to be of much help. You could do manual parsing of the data, but it
would probably be more pain than it's worth.

On Fri, Jul 1, 2011 at 11:36 PM, alexander <alex.life2539@gmail.com> wrote:

> Just curious,
>
> Has anybody looked up data from cia.gov factbook? I would like to pull
> some economic information about countries particularly their ranking system
> for the different socio-economic and demographic indicators which I have yet
> to find an alternative site where all the information is in one place.
>
> here is the website if you are curious.
>
>
> https://www.cia.gov/library/publications/the-world-factbook/rankorder/rankorderguide.html
>
> If anybody has attempted anything on this, I'd like know what you did.
> thanks!
>
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6a.

Re: Reuter Datalink

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

Mon Jul 4, 2011 2:43 pm (PDT)



Thank you Randy.. I'll try it.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> 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@...> 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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7a.

Total return

Posted by: "chaim422" chaim422@gmail.com   chaim422

Mon Jul 4, 2011 8:01 pm (PDT)



How do you calculate total return (including dividends) between 2 dates?

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7b.

Re: Total return

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

Mon Jul 4, 2011 8:35 pm (PDT)



I typically just use the smfPricesByDates() function to get the prices for
the given dates. Because the prices being returned are adjusted for splits
and dividends, you should get a total return.

On Mon, Jul 4, 2011 at 8:00 PM, chaim422 <chaim422@gmail.com> wrote:

> How do you calculate total return (including dividends) between 2 dates?
>
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8a.

regarding RCHGetYahooHistory function

Posted by: "investor952" investor952@yahoo.com   investor952

Mon Jul 4, 2011 8:16 pm (PDT)



I see that this function can get daily price/volume data from Yahoo.

How can one get the historical dividend data from Yahoo?..for example..the data shown for ABT at:

http://finance.yahoo.com/q/hp?s=ABT&a=03&b=6&c=1983&d=06&e=5&f=2011&g=v

thanks.

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8b.

Re: regarding RCHGetYahooHistory function

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

Mon Jul 4, 2011 8:31 pm (PDT)



Check out the documentation for the function. One of the parameters tells it
to return dividend history.

On Mon, Jul 4, 2011 at 8:16 PM, investor952 <investor952@yahoo.com> wrote:

> I see that this function can get daily price/volume data from Yahoo.
>
> How can one get the historical dividend data from Yahoo?..for example..the
> data shown for ABT at:
>
> http://finance.yahoo.com/q/hp?s=ABT&a=03&b=6&c=1983&d=06&e=5&f=2011&g=v
>
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8c.

Randy..I still don't see dividend data Re: regarding RCHGetYahooHist

Posted by: "investor952" investor952@yahoo.com   investor952

Mon Jul 4, 2011 9:29 pm (PDT)



Hello Randy,

I just read the documentation at:

http://f1.grp.yahoofs.com/v1/QIwSTrRia45eA2iMJQqfFemuz3N7t3xms8QcEi4VmHTXY6jym21N-GT4mmpE_ISV2Y2cs2QHuPUOCtE6E2AywHCfk99dB-4_AiM/Documentation/4.0%20-%20RCHGetYahooHistory.html

And I see no mention of retrieving the historical dividend data via the RCHGetYahooHistory function.

These are the available fields it lists:

possible values within the character string:

"T" = Ticker symbol
"D" = Ending date of the period
"O" = Opening price of the period
"H" = High price for the period
"L" = Low price for the period
"C" = Closing price for the period

I see no reference to historical dividend data.
Pls advise..thanks.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Check out the documentation for the function. One of the parameters tells it
> to return dividend history.
>
> On Mon, Jul 4, 2011 at 8:16 PM, investor952 <investor952@...> wrote:
>
> > I see that this function can get daily price/volume data from Yahoo.
> >
> > How can one get the historical dividend data from Yahoo?..for example..the
> > data shown for ABT at:
> >
> > http://finance.yahoo.com/q/hp?s=ABT&a=03&b=6&c=1983&d=06&e=5&f=2011&g=v
> >
>

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8d.

Re: Randy..I still don't see dividend data Re: regarding RCHGetYahoo

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

Mon Jul 4, 2011 9:40 pm (PDT)



Different parameter:

------------------------------
*Period*= Type of data period to retrieve; optional; defaults to "d";
possible values:

"d" = Daily quotes
"w" = Weekly quotes (Yahoo chooses to use the first trading day of the
week as the end of the period)
"m" = Monthly quotes (Yahoo chooses to use the first trading day of the
month as the end of the period)
"v" = Dividend history ("T" is the only "Data Item" that makes a
difference – Date and Dividend amount are automatic)
------------------------------

For example:

=RCHGetYahooHistory("MMM",,,,,,,"v")

...returns:

Date Dividends 2011-05-18 $0.55 2011-02-16 $0.55 2010-11-17 $0.53
2010-08-18 $0.53 2010-05-19 $0.53 2010-02-17 $0.53 2009-11-18 $0.51
2009-08-19 $0.51 2009-05-20 $0.51
On Mon, Jul 4, 2011 at 9:29 PM, investor952 <investor952@yahoo.com> wrote:

> Hello Randy,
>
> I just read the documentation at:
>
>
> http://f1.grp.yahoofs.com/v1/QIwSTrRia45eA2iMJQqfFemuz3N7t3xms8QcEi4VmHTXY6jym21N-GT4mmpE_ISV2Y2cs2QHuPUOCtE6E2AywHCfk99dB-4_AiM/Documentation/4.0%20-%20RCHGetYahooHistory.html
>
> And I see no mention of retrieving the historical dividend data via the
> RCHGetYahooHistory function.
>
> These are the available fields it lists:
>
> possible values within the character string:
>
> "T" = Ticker symbol
> "D" = Ending date of the period
> "O" = Opening price of the period
> "H" = High price for the period
> "L" = Low price for the period
> "C" = Closing price for the period
>
> I see no reference to historical dividend data.
> Pls advise..thanks.
>
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8e.

Randy..I still don't see dividend data Re: regarding RCHGetYahooHist

Posted by: "investor952" investor952@yahoo.com   investor952

Mon Jul 4, 2011 10:51 pm (PDT)



Thanks..was the documentation for this updated and somewhere else than where I looked?

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Different parameter:
>
> ------------------------------
> *Period*= Type of data period to retrieve; optional; defaults to "d";
> possible values:
>
> "d" = Daily quotes
> "w" = Weekly quotes (Yahoo chooses to use the first trading day of the
> week as the end of the period)
> "m" = Monthly quotes (Yahoo chooses to use the first trading day of the
> month as the end of the period)
> "v" = Dividend history ("T" is the only "Data Item" that makes a
> difference â€" Date and Dividend amount are automatic)
> ------------------------------
>
> For example:
>
> =RCHGetYahooHistory("MMM",,,,,,,"v")
>
> ...returns:
>
> Date Dividends 2011-05-18 $0.55 2011-02-16 $0.55 2010-11-17 $0.53
> 2010-08-18 $0.53 2010-05-19 $0.53 2010-02-17 $0.53 2009-11-18 $0.51
> 2009-08-19 $0.51 2009-05-20 $0.51
> On Mon, Jul 4, 2011 at 9:29 PM, investor952 <investor952@...> wrote:
>
> > Hello Randy,
> >
> > I just read the documentation at:
> >
> >
> > http://f1.grp.yahoofs.com/v1/QIwSTrRia45eA2iMJQqfFemuz3N7t3xms8QcEi4VmHTXY6jym21N-GT4mmpE_ISV2Y2cs2QHuPUOCtE6E2AywHCfk99dB-4_AiM/Documentation/4.0%20-%20RCHGetYahooHistory.html
> >
> > And I see no mention of retrieving the historical dividend data via the
> > RCHGetYahooHistory function.
> >
> > These are the available fields it lists:
> >
> > possible values within the character string:
> >
> > "T" = Ticker symbol
> > "D" = Ending date of the period
> > "O" = Opening price of the period
> > "H" = High price for the period
> > "L" = Low price for the period
> > "C" = Closing price for the period
> >
> > I see no reference to historical dividend data.
> > Pls advise..thanks.
> >
>

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8f.

Re: Randy..I still don't see dividend data Re: regarding RCHGetYahoo

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

Mon Jul 4, 2011 11:19 pm (PDT)



It was right where you looked...

On Mon, Jul 4, 2011 at 10:48 PM, investor952 <investor952@yahoo.com> wrote:

> Thanks..was the documentation for this updated and somewhere else than
> where I looked?
>
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9a.

Re: Industry Peers

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

Mon Jul 4, 2011 8:45 pm (PDT)



It stopped working because Yahoo is no longer populating the industry-level
data in the industry browser.

As an alternative, check out this thread on extracting competitor data from
Google:

http://finance.groups.yahoo.com/group/smf_addin/message/14738

On Thu, Jun 30, 2011 at 8:14 AM, verncush <verncush@yahoo.com> wrote:

>
> Do you know of any way to quickly pull in a company's peer group. I had
> been using the Yahoo Template, but it has quit working, and I don't know
> why.
>
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