Messages In This Digest (14 Messages)
- 1a.
- Re: GetHTMLTable #VALUE! error From: davidmaartens
- 1b.
- Re: GetHTMLTable #VALUE! error From: davidmaartens
- 2a.
- =RCHGetTableCell from morningstar results in error From: Partha Sarathy
- 2b.
- Re: =RCHGetTableCell from morningstar results in error From: Randy Harmelink
- 3a.
- Heat Maps From: tylerohlmann
- 3b.
- Re: Heat Maps From: Randy Harmelink
- 3c.
- Re: Heat Maps From: Randy Harmelink
- 4a.
- What is the latest version and where is it located From: Kermit W. Prather
- 4b.
- Re: What is the latest version and where is it located From: Randy Harmelink
- 4c.
- Re: What is the latest version and where is it located From: Kermit W. Prather
- 4d.
- Re: What is the latest version and where is it located From: Randy Harmelink
- 5a.
- Freeware TA add-on From: sergeh3
- 5b.
- Re: Freeware TA add-on From: Randy Harmelink
- 6.
- Heyz From: Frank Hopkins
Messages
- 1a.
-
Re: GetHTMLTable #VALUE! error
Posted by: "davidmaartens" davidmaartens@vodamail.co.za davidmaartens
Thu Jul 7, 2011 6:05 am (PDT)
Ignore previous post - just figured it out. Rgds
--- In smf_addin@yahoogroups.com , Randy Harmelink <rharmelink@...> wrote:
>
> Just do normal EXCEL string concatenation when creating the URL:
>
> ="...string1..."&A1&". ..string2. .."
>
> On Thu, Jul 7, 2011 at 12:45 AM, davidmaartens <davidmaartens@...
> > wrote:
>
> > Thanks - I get it to update now. However, what would the syntax be if I
> > want to link the ticker to a cell and not have to re-type with every change.
> >
>
- 1b.
-
Re: GetHTMLTable #VALUE! error
Posted by: "davidmaartens" davidmaartens@vodamail.co.za davidmaartens
Thu Jul 7, 2011 6:25 am (PDT)
I'm doing something wrong cos it gives me blanks when I do this:
=IF(BloombergTicker="None"," ",RCHGetHTMLTable( "http://investing. businessweek. "&BloombergTicker&com/businessweek /research/ stocks/financial s/financials. asp?ticker= "dataset= incomeStatement& period=A& currency= native"," Currency in",-1,"",1) )
I've named the ticker cell BloombergTicker
Thx
--- In smf_addin@yahoogroups.com , Randy Harmelink <rharmelink@...> wrote:
>
> Just do normal EXCEL string concatenation when creating the URL:
>
> ="...string1..."&A1&". ..string2. .."
>
> On Thu, Jul 7, 2011 at 12:45 AM, davidmaartens <davidmaartens@...
> > wrote:
>
> > Thanks - I get it to update now. However, what would the syntax be if I
> > want to link the ticker to a cell and not have to re-type with every change.
> >
>
- 2a.
-
=RCHGetTableCell from morningstar results in error
Posted by: "Partha Sarathy" partha@ramanujadasan.co.cc chatsarathy
Thu Jul 7, 2011 9:37 am (PDT)
Hi Randy,
I am trying =RCHGetTableCell("http://quicktake. morningstar. "&Ticker, 2, "Fiscal Year-End:", ">Gross Profit") and get an "Error". Can you please help.com/Stock/ Income10. asp?Symbol=
Regards
- 2b.
-
Re: =RCHGetTableCell from morningstar results in error
Posted by: "Randy Harmelink" rharmelink@gmail.com rharmelink
Thu Jul 7, 2011 10:38 am (PDT)
Sorry, but their income statement web page is dynamically produced, so there
is no source code that the add-in can extract the data from...
On Thu, Jul 7, 2011 at 9:30 AM, Partha Sarathy
<partha@ramanujadasan.co.cc >wrote:
>
> I am trying =RCHGetTableCell("
> http://quicktake.morningstar. "&Ticker, 2,com/Stock/ Income10. asp?Symbol=
> "Fiscal Year-End:", ">Gross Profit") and get an "Error". Can you please
> help.
>
- 3a.
-
Heat Maps
Posted by: "tylerohlmann" tyler.ohlmann@gmail.com tylerohlmann
Thu Jul 7, 2011 11:16 am (PDT)
I love the Harmelink add-ins! They are incredibly powerful and I've had a lot of fun learning and utilizing them. There is one tool I would really love to have that I haven't been able to find and I think you may be able to help me. Let's just say, if ANYone can help me, I think you'll be able to :)
Heat Maps have always been a central part of my intraday research. For an example see http://www.smartmoney.com/map- of-the-market/
The problem I've always had is that they're never customizable enough. If it was possible to create one in eXcel, I could make it exactly as needed.
Have you worked on heat maps at all or know of resources that could help me create one? I'm looking to have several hundred tickers grouped into between 10 and 15 categories.
I'd appreciate any kind of advice or help you could give in this area.
Thanks in advance!
- 3b.
-
Re: Heat Maps
Posted by: "Randy Harmelink" rharmelink@gmail.com rharmelink
Thu Jul 7, 2011 11:53 am (PDT)
The easiest thing to do would be to just retrieve the values you want to
"heat" into the worksheet cells and then apply a conditional format to them.
The conditional formatting can shade them based on their relative values.
Otherwise, if you Google:
EXCEL heat maps
...you'll find numerous possibilities and examples.
On Thu, Jul 7, 2011 at 8:42 AM, tylerohlmann <tyler.ohlmann@gmail.com >wrote:
> I love the Harmelink add-ins! They are incredibly powerful and I've had a
> lot of fun learning and utilizing them. There is one tool I would really
> love to have that I haven't been able to find and I think you may be able to
> help me. Let's just say, if ANYone can help me, I think you'll be able to :)
>
> Heat Maps have always been a central part of my intraday research. For an
> example see http://www.smartmoney.com/map- of-the-market/
>
> The problem I've always had is that they're never customizable enough. If
> it was possible to create one in eXcel, I could make it exactly as needed.
>
> Have you worked on heat maps at all or know of resources that could help me
> create one? I'm looking to have several hundred tickers grouped into between
> 10 and 15 categories.
>
> I'd appreciate any kind of advice or help you could give in this area.
>
- 3c.
-
Re: Heat Maps
Posted by: "Randy Harmelink" rharmelink@gmail.com rharmelink
Thu Jul 7, 2011 1:25 pm (PDT)
There is an example in the files area of this Yahoo group:
http://tech.groups.yahoo. com/group/ xltraders/
Look for heatmap.zip
On Thu, Jul 7, 2011 at 8:42 AM, tylerohlmann <tyler.ohlmann@gmail.com >wrote:
> I love the Harmelink add-ins! They are incredibly powerful and I've had a
> lot of fun learning and utilizing them. There is one tool I would really
> love to have that I haven't been able to find and I think you may be able to
> help me. Let's just say, if ANYone can help me, I think you'll be able to :)
>
> Heat Maps have always been a central part of my intraday research. For an
> example see http://www.smartmoney.com/map- of-the-market/
>
> The problem I've always had is that they're never customizable enough. If
> it was possible to create one in eXcel, I could make it exactly as needed.
>
> Have you worked on heat maps at all or know of resources that could help me
> create one? I'm looking to have several hundred tickers grouped into between
> 10 and 15 categories.
>
> I'd appreciate any kind of advice or help you could give in this area.
>
> Thanks in advance!
>
- 4a.
-
What is the latest version and where is it located
Posted by: "Kermit W. Prather" kermitp@tampabay.rr.com kermitpra
Thu Jul 7, 2011 2:00 pm (PDT)
I downloaded the SMF-Template-Morningstar- Portfolio- Attributes. xls" and I
get errors in some cells.
So I suspect I may not have the latest version. I have version:
Stock Market Functions add-in, Version 2.1.2010.08.02
I last downloaded the text documents on 3/21/11
For fund CFIMX I get these errors\
% of Stocks
Rel to index
Rel to Category
Sector Weightings As of 03/31/2011
Cyclical
Basic Materials
Error
Error
Error
Consumer Cyclical
Error
Error
Error
Financial Services
Error
Error
Error
Real Estate
Error
Error
Error
Sensitive
Communication Services
4.06%
11.30
11.30
Energy
Error
Error
Error
Industrials
Error
Error
Error
Technology
43.42%
13.38
15.95
Defensive
Consumer Defensive
Error
Error
Error
Healthcare
Error
Error
Error
Utilities
0.00%
3.38
2.27
Thanks, Kermit
- 4b.
-
Re: What is the latest version and where is it located
Posted by: "Randy Harmelink" rharmelink@gmail.com rharmelink
Thu Jul 7, 2011 2:28 pm (PDT)
2.1.2010.08.02 is the last official version released. A later beta version
is available in the "Works in Progress" folder.
However, all you should need for that worksheet to work now is the new
Morningstar element definitions from the "Works in Progress" folder. But
note that just replacing the file won't make things work. You need to force
the add-in to load the new element definitions file by either exiting and
re-entering EXCEL or by running the smfForceRecalculation macro.
I just tried the workbook from the "Works in Progress" folder for ticker
CFIMX and it all worked fine for me. I suspect you just need to have the new
definitions loaded -- they were last uploaded 2011-04-03.
On Thu, Jul 7, 2011 at 2:00 PM, Kermit W. Prather
<kermitp@tampabay.rr.com >wrote:
>
> I downloaded the SMF-Template-Morningstar- Portfolio- Attributes. xls" and I
> get errors in some cells. ****
>
> ** **
>
> So I suspect I may not have the latest version. I have version:****
>
> Stock Market Functions add-in, Version 2.1.2010.08.02****
>
> ** **
>
> I last downloaded the text documents on 3/21/11****
>
> ** **
>
> For fund *CFIMX I get these errors\*
>
> * *
>
> * *
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> *% of Stocks*
>
> *Rel** to index*
>
> *Rel** to Category*
>
> ****
>
> ****
>
> ****
>
> *Sector Weightings As of 03/31/2011*
>
> *Cyclical*
>
> *Basic Materials*
>
> Error****
>
> Error****
>
> Error****
>
> ****
>
> ****
>
> ****
>
> *Consumer Cyclical*
>
> Error****
>
> Error****
>
> Error****
>
> ****
>
> ****
>
> ****
>
> *Financial Services*
>
> Error****
>
> Error****
>
> Error****
>
> ****
>
> ****
>
> ****
>
> *Real Estate*
>
> Error****
>
> Error****
>
> Error****
>
> ****
>
> ****
>
> ****
>
> *Sensitive*
>
> *Communication Services*
>
> 4.06%****
>
> 11.30****
>
> 11.30****
>
> ****
>
> ****
>
> ****
>
> *Energy*
>
> Error****
>
> Error****
>
> Error****
>
> ****
>
> ****
>
> ****
>
> *Industrials*
>
> Error****
>
> Error****
>
> Error****
>
> ****
>
> ****
>
> ****
>
> *Technology*
>
> 43.42%****
>
> 13.38****
>
> 15.95****
>
> ****
>
> ****
>
> ****
>
> *Defensive*
>
> *Consumer Defensive*
>
> Error****
>
> Error****
>
> Error****
>
> ****
>
> ****
>
> ****
>
> *Healthcare*
>
> Error****
>
> Error****
>
> Error****
>
> ****
>
> ****
>
> ****
>
> *Utilities*
>
> 0.00%****
>
> 3.38****
>
> 2.27****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ****
>
> ** **
>
>
>
- 4c.
-
Re: What is the latest version and where is it located
Posted by: "Kermit W. Prather" kermitp@tampabay.rr.com kermitpra
Thu Jul 7, 2011 3:16 pm (PDT)
What is the name of the file containing the Morningstar element definitions. I checked the "work in progress" folder and I do not see a file for Morningstar other than the template which already downloaded. I closed and reopen the template and still get the errors.
Where is the smfForceRecalculation macro located? I looked in Visual basic and the macro list. I have no macros list in that worksheet or other SMF Add-in spreadsheets.
Thanks, Randy
Kermit
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com ] On Behalf Of Randy Harmelink
Sent: Thursday, July 07, 2011 5:22 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] What is the latest version and where is it located
2.1.2010.08.02 is the last official version released. A later beta version is available in the "Works in Progress" folder.
However, all you should need for that worksheet to work now is the new Morningstar element definitions from the "Works in Progress" folder. But note that just replacing the file won't make things work. You need to force the add-in to load the new element definitions file by either exiting and re-entering EXCEL or by running the smfForceRecalculation macro.
I just tried the workbook from the "Works in Progress" folder for ticker CFIMX and it all worked fine for me. I suspect you just need to have the new definitions loaded -- they were last uploaded 2011-04-03.
On Thu, Jul 7, 2011 at 2:00 PM, Kermit W. Prather <kermitp@tampabay.rr.com > wrote:
I downloaded the SMF-Template-Morningstar- Portfolio- Attributes. xls" and I get errors in some cells.
So I suspect I may not have the latest version. I have version:
Stock Market Functions add-in, Version 2.1.2010.08.02
I last downloaded the text documents on 3/21/11
For fund CFIMX I get these errors\
% of Stocks
Rel to index
Rel to Category
Sector Weightings As of 03/31/2011
Cyclical
Basic Materials
Error
Error
Error
Consumer Cyclical
Error
Error
Error
Financial Services
Error
Error
Error
Real Estate
Error
Error
Error
Sensitive
Communication Services
4.06%
11.30
11.30
Energy
Error
Error
Error
Industrials
Error
Error
Error
Technology
43.42%
13.38
15.95
Defensive
Consumer Defensive
Error
Error
Error
Healthcare
Error
Error
Error
Utilities
0.00%
3.38
2.27
- 4d.
-
Re: What is the latest version and where is it located
Posted by: "Randy Harmelink" rharmelink@gmail.com rharmelink
Thu Jul 7, 2011 4:30 pm (PDT)
The new Morningstar element definitions are in this file --
smf-elements-4.txt
EXCEL doesn't show macros from add-ins in the list of macros. For more info
on the smfForceRecalculation macro, check the "Links" area of the group.
On Thu, Jul 7, 2011 at 2:52 PM, Kermit W. Prather
<kermitp@tampabay.rr.com >wrote:
>
> What is the name of the file containing the Morningstar element
> definitions. I checked the "work in progress" folder and I do not see a file
> for Morningstar other than the template which already downloaded. I closed
> and reopen the template and still get the errors. ****
>
> ** **
>
> Where is the smfForceRecalculation macro located? I looked in Visual
> basic and the macro list. I have no macros list in that worksheet or other
> SMF Add-in spreadsheets.
>
- 5a.
-
Freeware TA add-on
Posted by: "sergeh3" sergeh3@yahoo.com sergeh3
Thu Jul 7, 2011 6:45 pm (PDT)
team,
does anyone know of an add-on for performing technical analysis via excel (eg, Bollinger Bands, exponential moving averages, etc) that is truly freeware (no trial-versions, etc)? any help would be appreciated, thanks a million in advance.
- 5b.
-
Re: Freeware TA add-on
Posted by: "Randy Harmelink" rharmelink@gmail.com rharmelink
Thu Jul 7, 2011 6:47 pm (PDT)
Check out: http://ta-lib.org/
On Thu, Jul 7, 2011 at 6:39 PM, sergeh3 <sergeh3@yahoo.com > wrote:
>
> does anyone know of an add-on for performing technical analysis via excel
> (eg, Bollinger Bands, exponential moving averages, etc) that is truly
> freeware (no trial-versions, etc)? any help would be appreciated, thanks a
> million in advance.
>
- 6.
-
Heyz
Posted by: "Frank Hopkins" frank77477@yahoo.com frank77477
Thu Jul 7, 2011 10:37 pm (PDT)
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