[smf_addin] Digest Number 2045

EXCEL Stock Market Functions Add-in

Messages In This Digest (12 Messages)

1a.

Re: http://www.morningstar.com.au From: Steven Sun

1b.

Re: http://www.morningstar.com.au From: Jeromie Weatherburn

2a.

Trainling returns for Preferred stocks From: addison.ingle

2b.

Re: Trainling returns for Preferred stocks From: Mike McQuaid

2c.

Re: Trainling returns for Preferred stocks From: Randy Harmelink

2d.

Re: Trainling returns for Preferred stocks From: addison.ingle

2e.

Re: Trainling returns for Preferred stocks From: addison.ingle

2f.

Re: Trainling returns for Preferred stocks From: Mike McQuaid

2g.

Re: Trainling returns for Preferred stocks From: Randy Harmelink

2h.

Re: Trainling returns for Preferred stocks From: addison.ingle

3a.

Re: Spreadsheet Auto-Update From: agotti101

3b.

Re: Spreadsheet Auto-Update From: Randy Harmelink

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Messages

1a.

Re: http://www.morningstar.com.au

Posted by: "Steven Sun" ssun24cd@gmail.com   ssun_tdam

Mon Dec 12, 2011 2:25 am (PST)

My bad. It should be *http://money.msn.com/.

*
On Sun, Dec 11, 2011 at 10:16 PM, Jeromie Weatherburn <
jeromieweatherburn@yahoo.com.au> wrote:

> **
>
>
> Hi Steven,
>
> I must be missing something.
> www.money.com takes me to http://money.cnn.com/
> I tried to enter the au:rio in "Enter a Symbol" and "Search" boxes on the
> right hand side without luck.
>
> I tried a few other Australian Stocks as well without luck.
>
> Are you able to clarify what I am doing wrong.
>
> Thanks
>
>
>
>
> --- On *Mon, 12/12/11, Steven Sun <ssun24cd@gmail.com>* wrote:
>
>
> From: Steven Sun <ssun24cd@gmail.com>
> Subject: Re: [smf_addin] http://www.morningstar.com.au
> To: smf_addin@yahoogroups.com
> Received: Monday, 12 December, 2011, 12:27 PM
>
>
>
>
> Use www.money.com to get financial data of australian companies.
>
> Put au:rio in "get quote" box and you should be able to obtain financial
> data.
>
> "AU" represents country code and "rio" is stock symbol for Rio Tinto.
>
> stevo
>
> On Sun, Dec 11, 2011 at 8:18 PM, jeromieweatherburn <
> jeromieweatherburn@yahoo.com.au<http://mc/compose?to=jeromieweatherburn@yahoo.com.au>
> > wrote:
>
> **
>
>
> Hi Randy & Members,
>
> Firstly a huge thanks to Randy for creating and providing the Addin.
> Whilst I am not all that familiar with it, I am finding it to be a
> massively useful tool for data collection.
>
> I doubly appreciate the time Randy & others spend on answering similar
> versions of the same questions as this is probably one.
>
> Wondering if anyone has experience using the Addin for morningstar.com.au
>
> It is a free service applicable for Australian companies (after joining.
>
> The Good.
> I have managed to scrape some of the historical financial information.
>
> The Bad.
> This information I collected from historical data seems to be limited to 3
> years though I can see more on the page (up to 10yrs in the underlying
> (Page Source) script). I'm not sure why this would be the case.
>
> I haven't been able to get any information from the "Balance Sheet" or
> other sections. Again I can see the figures in the underlying script.
>
> Example
>
> Stock Code CSR
>
> Column Reference 0 1 2 3
> 03/09 03/10 03/11
> Revenues (m) 3492.8 3784.5 1913.6
>
> Example of call to get this date C1 is Stock Symbol, G3 is the Column
> Reference (3 in this case). negative numbers & 4 or above did not work.
> Example of code used to call page.
> RCHGetTableCell("http://www.morningstar.com.au/Stocks/CompanyHistoricals/"&$C$1&"",G$3,"Revenues
> (m)")
>
> This is what I tried for the Balance Sheet Page without luck.
>
> RCHGetTableCell("http://www.morningstar.com.au/Stocks/BalanceSheet/
> "&$C$1&"",1,"Cash")
>
> It could be as easy as me not understanding when to use different versions
> of the addin, or another simple answer.
>
> Anyways if someone can assist that would be great.
>
> Thanks
> Jeromie
>
>
>
>

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Messages in this topic (6)

1b.

Re: http://www.morningstar.com.au

Posted by: "Jeromie Weatherburn" jeromieweatherburn@yahoo.com.au   jeromieweatherburn

Mon Dec 12, 2011 1:31 pm (PST)

Terrific,
I will start experimenting using this site instead.

Thanks for both Steven & Randy's replies.

Regards

--- On Mon, 12/12/11, Steven Sun <ssun24cd@gmail.com> wrote:

From: Steven Sun <ssun24cd@gmail.com>
Subject: Re: [smf_addin] http://www.morningstar.com.au
To: smf_addin@yahoogroups.com
Received: Monday, 12 December, 2011, 9:25 PM

 

My bad. It should be http://money.msn.com/.

On Sun, Dec 11, 2011 at 10:16 PM, Jeromie Weatherburn <jeromieweatherburn@yahoo.com.au> wrote:

 

Hi Steven,

I must be missing something.
www.money.com takes me to http://money.cnn.com/

I tried to enter the au:rio in "Enter a Symbol" and "Search" boxes on the right hand side without luck.

I tried a few other Australian Stocks as well without luck.

Are you able to clarify what I am doing wrong.

Thanks

--- On Mon, 12/12/11, Steven Sun <ssun24cd@gmail.com> wrote:

From: Steven Sun <ssun24cd@gmail.com>
Subject: Re: [smf_addin] http://www.morningstar.com.au

To: smf_addin@yahoogroups.com
Received: Monday, 12 December, 2011, 12:27 PM

 

Use www.money.com to get financial data of australian companies.

Put au:rio in "get quote" box and you should be able to obtain financial data.

"AU" represents country code and "rio" is stock symbol for Rio Tinto.

stevo

On Sun, Dec 11, 2011 at 8:18 PM, jeromieweatherburn <jeromieweatherburn@yahoo.com.au> wrote:

 

Hi Randy & Members,

Firstly a huge thanks to Randy for creating and providing the Addin. Whilst I am not all that familiar with it, I am finding it to be a massively useful tool for data collection.

I doubly appreciate the time Randy & others spend on answering similar versions of the same questions as this is probably one.

Wondering if anyone has experience using the Addin for morningstar.com.au

It is a free service applicable for Australian companies (after joining.

The Good.

I have managed to scrape some of the historical financial information.

The Bad.

This information I collected from historical data seems to be limited to 3 years though I can see more on the page (up to 10yrs in the underlying (Page Source) script). I'm not sure why this would be the case.

I haven't been able to get any information from the "Balance Sheet" or other sections. Again I can see the figures in the underlying script.

Example

Stock Code CSR



Column Reference 0 1 2 3

03/09 03/10 03/11

Revenues (m) 3492.8 3784.5 1913.6

Example of call to get this date C1 is Stock Symbol, G3 is the Column Reference (3 in this case). negative numbers & 4 or above did not work.

Example of code used to call page.

RCHGetTableCell("http://www.morningstar.com.au/Stocks/CompanyHistoricals/"&$C$1&"",G$3,"Revenues (m)")

This is what I tried for the Balance Sheet Page without luck.

RCHGetTableCell("http://www.morningstar.com.au/Stocks/BalanceSheet/"&$C$1&"",1,"Cash")

It could be as easy as me not understanding when to use different versions of the addin, or another simple answer.

Anyways if someone can assist that would be great.

Thanks

Jeromie

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Messages in this topic (6)

2a.

Trainling returns for Preferred stocks

Posted by: "addison.ingle" addison.ingle@gmail.com   addison.ingle

Mon Dec 12, 2011 7:27 am (PST)

I have a template for tracking returns of various investments. Stocks, mutual funds, ETFs are all working fine. BUT, can't seem to find a workable element number for preferred stocks or ETNs. Does anyone have a suggestion?

Thanks in advance.

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Messages in this topic (8)

2b.

Re: Trainling returns for Preferred stocks

Posted by: "Mike McQuaid" mikemcq802@yahoo.com   mikemcq802

Mon Dec 12, 2011 7:31 am (PST)

What kinds of returns do you wish to track?

What SMF functions are you using successfully that don't work for ETNs -
they are very similar to ETFs I'm surprised routine measures of return
wouldn't work.

I can't help with preferreds, other than I thought their tickers were a bit
odd. What have you tried?

_____

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
Of addison.ingle
Sent: Monday, December 12, 2011 10:27 AM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Trainling returns for Preferred stocks

I have a template for tracking returns of various investments. Stocks,
mutual funds, ETFs are all working fine. BUT, can't seem to find a workable
element number for preferred stocks or ETNs. Does anyone have a suggestion?

Thanks in advance.

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Messages in this topic (8)

2c.

Re: Trainling returns for Preferred stocks

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

Mon Dec 12, 2011 7:38 am (PST)

I don't do anything with preferreds, so there would be no elements set up
specifically for them. You'll either have to derive the values from
historical quotes, or find another source and use something like
RCHGetTableCell() to extract the data.

On Mon, Dec 12, 2011 at 8:27 AM, addison.ingle <addison.ingle@gmail.com>wrote:

> I have a template for tracking returns of various investments. Stocks,
> mutual funds, ETFs are all working fine. BUT, can't seem to find a workable
> element number for preferred stocks or ETNs. Does anyone have a suggestion?
>

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Messages in this topic (8)

2d.

Re: Trainling returns for Preferred stocks

Posted by: "addison.ingle" addison.ingle@gmail.com   addison.ingle

Mon Dec 12, 2011 7:38 am (PST)

Tracking YTD, 1YR, 3Yr, 5yr, 10Yr returns. On the ETFs using ElementNumber 19600 for YTD, and on down the line. For whatever reason, it is pulling data for ETN. On the preferred, using ElementNumber 19589, which is the same for common stock.

--- In smf_addin@yahoogroups.com, "Mike McQuaid" <mikemcq802@...> wrote:
>
> What kinds of returns do you wish to track?
>
> What SMF functions are you using successfully that don't work for ETNs -
> they are very similar to ETFs I'm surprised routine measures of return
> wouldn't work.
>
> I can't help with preferreds, other than I thought their tickers were a bit
> odd. What have you tried?
>
>
> _____
>
> From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
> Of addison.ingle
> Sent: Monday, December 12, 2011 10:27 AM
> To: smf_addin@yahoogroups.com
> Subject: [smf_addin] Trainling returns for Preferred stocks
>
>
>
>
> I have a template for tracking returns of various investments. Stocks,
> mutual funds, ETFs are all working fine. BUT, can't seem to find a workable
> element number for preferred stocks or ETNs. Does anyone have a suggestion?
>
> Thanks in advance.
>

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Messages in this topic (8)

2e.

Re: Trainling returns for Preferred stocks

Posted by: "addison.ingle" addison.ingle@gmail.com   addison.ingle

Mon Dec 12, 2011 7:45 am (PST)

Thanks, Randy.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> I don't do anything with preferreds, so there would be no elements set up
> specifically for them. You'll either have to derive the values from
> historical quotes, or find another source and use something like
> RCHGetTableCell() to extract the data.
>
> On Mon, Dec 12, 2011 at 8:27 AM, addison.ingle <addison.ingle@...>wrote:
>
> > I have a template for tracking returns of various investments. Stocks,
> > mutual funds, ETFs are all working fine. BUT, can't seem to find a workable
> > element number for preferred stocks or ETNs. Does anyone have a suggestion?
> >
>

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Messages in this topic (8)

2f.

Re: Trainling returns for Preferred stocks

Posted by: "Mike McQuaid" mikemcq802@yahoo.com   mikemcq802

Mon Dec 12, 2011 7:48 am (PST)

Sorry, those smf element numbers are not defined in my version of SMF. I'm
using the Dec 1 "in progress" version.

_____

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
Of addison.ingle
Sent: Monday, December 12, 2011 10:38 AM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Re: Trainling returns for Preferred stocks

Tracking YTD, 1YR, 3Yr, 5yr, 10Yr returns. On the ETFs using ElementNumber
19600 for YTD, and on down the line. For whatever reason, it is pulling data
for ETN. On the preferred, using ElementNumber 19589, which is the same for
common stock.

--- In smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com> ,
"Mike McQuaid" <mikemcq802@...> wrote:
>
> What kinds of returns do you wish to track?
>
> What SMF functions are you using successfully that don't work for ETNs -
> they are very similar to ETFs I'm surprised routine measures of return
> wouldn't work.
>
> I can't help with preferreds, other than I thought their tickers were a
bit
> odd. What have you tried?
>
>
> _____
>
> From: smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com>
[mailto:smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com> ] On
Behalf
> Of addison.ingle
> Sent: Monday, December 12, 2011 10:27 AM
> To: smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com>
> Subject: [smf_addin] Trainling returns for Preferred stocks
>
>
>
>
> I have a template for tracking returns of various investments. Stocks,
> mutual funds, ETFs are all working fine. BUT, can't seem to find a
workable
> element number for preferred stocks or ETNs. Does anyone have a
suggestion?
>
> Thanks in advance.
>

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Messages in this topic (8)

2g.

Re: Trainling returns for Preferred stocks

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

Mon Dec 12, 2011 7:49 am (PST)

Not defined here either -- he must have defined them himself.

On Mon, Dec 12, 2011 at 8:48 AM, Mike McQuaid <mikemcq802@yahoo.com> wrote:

> **
>
> Sorry, those smf element numbers are not defined in my version of SMF.
> I'm using the Dec 1 "in progress" version.
>

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Messages in this topic (8)

2h.

Re: Trainling returns for Preferred stocks

Posted by: "addison.ingle" addison.ingle@gmail.com   addison.ingle

Mon Dec 12, 2011 7:54 am (PST)

Thanks....

--- In smf_addin@yahoogroups.com, "Mike McQuaid" <mikemcq802@...> wrote:
>
> Sorry, those smf element numbers are not defined in my version of SMF. I'm
> using the Dec 1 "in progress" version.
>
> _____
>
> From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
> Of addison.ingle
> Sent: Monday, December 12, 2011 10:38 AM
> To: smf_addin@yahoogroups.com
> Subject: [smf_addin] Re: Trainling returns for Preferred stocks
>
>
>
>
> Tracking YTD, 1YR, 3Yr, 5yr, 10Yr returns. On the ETFs using ElementNumber
> 19600 for YTD, and on down the line. For whatever reason, it is pulling data
> for ETN. On the preferred, using ElementNumber 19589, which is the same for
> common stock.
>
> --- In smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com> ,
> "Mike McQuaid" <mikemcq802@> wrote:
> >
> > What kinds of returns do you wish to track?
> >
> > What SMF functions are you using successfully that don't work for ETNs -
> > they are very similar to ETFs I'm surprised routine measures of return
> > wouldn't work.
> >
> > I can't help with preferreds, other than I thought their tickers were a
> bit
> > odd. What have you tried?
> >
> >
> > _____
> >
> > From: smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com>
> [mailto:smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com> ] On
> Behalf
> > Of addison.ingle
> > Sent: Monday, December 12, 2011 10:27 AM
> > To: smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com>
> > Subject: [smf_addin] Trainling returns for Preferred stocks
> >
> >
> >
> >
> > I have a template for tracking returns of various investments. Stocks,
> > mutual funds, ETFs are all working fine. BUT, can't seem to find a
> workable
> > element number for preferred stocks or ETNs. Does anyone have a
> suggestion?
> >
> > Thanks in advance.
> >
>

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Messages in this topic (8)

3a.

Re: Spreadsheet Auto-Update

Posted by: "agotti101" alberto.gotti@gmail.com   agotti101

Tue Dec 13, 2011 1:49 am (PST)

Hi Randy,
I'm not able to change the Internet Options to have the RCHGetYahooHistory function automatically updated when a new day comes in; could you please provide some more details on it.

Thanks so much for your great work
Alberto

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Possibly you don't have your Internet Options set to get a new web page each
> time it is visited? Then you could just be picking up a cached copy of the
> web page in the Temporary Internet Files folder.
>
> On Sat, Sep 10, 2011 at 11:53 AM, Troy <troy.mills@...> wrote:
>
> >
> > I have a spreadsheet where I have built a simple array using
> > RCHGetYahooQuotes to obtain the last price on a list of several stocks.
> > However, the values are not automatically updating when I open the
> > spreadsheet. Seeing your response to Mark I confirmed I had Calculation
> > Options set to Automatic in Excel. Still no luck. What else could be
> > preventing the array from updating when I open the spreadsheet?
> >
>

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Messages in this topic (7)

3b.

Re: Spreadsheet Auto-Update

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

Tue Dec 13, 2011 1:51 am (PST)

See item 9.4.2 in the "Links" area of the group...

But nothing "automatically" updates.

On Tue, Dec 13, 2011 at 2:30 AM, agotti101 <alberto.gotti@gmail.com> wrote:

> I'm not able to change the Internet Options to have the RCHGetYahooHistory
> function automatically updated when a new day comes in; could you please
> provide some more details on it.
>

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Messages in this topic (7)

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