Jumat, 23 Desember 2011

[smf_addin] Digest Number 2055

Messages In This Digest (10 Messages)

Messages

1a.

Re: portfolio tracker integration?

Posted by: "bobsledproductions" JPeters3515@snet.net   bobsledproductions

Thu Dec 22, 2011 4:06 am (PST)



In the files section there's a folder for Upload by Forum Members, and then a folder for toteboard.net. In there there is both a portfolio tracker and a Portfolio Monitor workbook. They don't do everything you want, but should be a starting point for you.

--- In smf_addin@yahoogroups.com, "oyz79" <oyz79@...> wrote:
>
> I have previously installed the add-in and it works great. I am looking for a comprehensive portfolio tracker which tracks and displays dividends, CAGR, max draw down, an equity curve, volatility, and sharpe ratio. Portfolio transactions would be entered manually (buy/sell/date/shares, etc.)
>
> Has anyone developed a template like this using the add-in or have any other cloud-based recommendations?
>

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Messages in this topic (2)
2a.

Calling ADVfn data using =RCHGetElementNumber(Ticker,Element#)

Posted by: "dan-carroll" dan-carroll@yahoo.com   dan-carroll

Thu Dec 22, 2011 11:48 am (PST)



I have built a number of spreadsheets that use the ADVfn data to help me model out companies. They pull historical data using the format
=RCHGetElementNumber(Ticker,Element#)
Where the Element numbers are taken from the definition list.
I have the latest copy of the add-in and have updated all the definition files.

Everything has been working really well for over a year, and then it stopped working about a week ago - all my sheet, all the data pulls from ADVfn produce "Error".
Any data that is pulled by RCHGetElementNumber from element numbers corresponding to Reuters or other providers work just fine.

I've tried the fix indicated on the Links page, but it doesn't have any effect.
I am using Excel 2007 on Windows XP.
Did something change a couple of weeks ago, are there other fixes I should try?

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Messages in this topic (4)
2b.

Re: Calling ADVfn data using =RCHGetElementNumber(Ticker,Element#)

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

Thu Dec 22, 2011 2:56 pm (PST)



Did you run the smfForceRecalculation macro (see "Links" area of group) or
exit and re-enter EXCEL after applying the IE fix? Otherwise, you'd just be
extracting the data from the same saved web pages.

Otherwise, when you go to this web page in the EXCEL Web Query process,
does the URL in the address bar change from what you enter? That is, did
you get redirected to a different web page?

http://www.advfn.com/p.php?pid=financials&mode=annual_reports&symbol=MMM

And, after that, do you get "Error" with any of:

=RCHGetWebData("
http://www.advfn.com/p.php?pid=financials&mode=annual_reports&symbol=MMM
",1,20)
=RCHGetTableCell("
http://www.advfn.com/p.php?pid=financials&mode=annual_reports&symbol=MMM",0,">Year
end date")
=RCHGetTableCell("
http://www.advfn.com/p.php?pid=financials&mode=annual_reports&symbol=MMM",1,">Year
end date")

On Thu, Dec 22, 2011 at 12:48 PM, dan-carroll <dan-carroll@yahoo.com> wrote:

> I have built a number of spreadsheets that use the ADVfn data to help me
> model out companies. They pull historical data using the format
> =RCHGetElementNumber(Ticker,Element#)
> Where the Element numbers are taken from the definition list.
> I have the latest copy of the add-in and have updated all the definition
> files.
>
> Everything has been working really well for over a year, and then it
> stopped working about a week ago - all my sheet, all the data pulls from
> ADVfn produce "Error".
> Any data that is pulled by RCHGetElementNumber from element numbers
> corresponding to Reuters or other providers work just fine.
>
> I've tried the fix indicated on the Links page, but it doesn't have any
> effect.
> I am using Excel 2007 on Windows XP.
> Did something change a couple of weeks ago, are there other fixes I should
> try?
>
>
>
> ------------------------------------
>
> Yahoo! Groups Links
>
>
>
>
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Messages in this topic (4)
2c.

Re: Calling ADVfn data using =RCHGetElementNumber(Ticker,Element#)

Posted by: "Pete" petekoch@yahoo.com   petekoch

Thu Dec 22, 2011 3:02 pm (PST)



I opened a workbook which uses hundreds of AdvFN elements with no problems. You need to be more specific, e.g., the ticker(s) and the specific element number(s) before someone can help you.

--- In smf_addin@yahoogroups.com, "dan-carroll" <dan-carroll@...> wrote:
>
> I have built a number of spreadsheets that use the ADVfn data to help me model out companies. They pull historical data using the format
> =RCHGetElementNumber(Ticker,Element#)
> Where the Element numbers are taken from the definition list.
> I have the latest copy of the add-in and have updated all the definition files.
>
> Everything has been working really well for over a year, and then it stopped working about a week ago - all my sheet, all the data pulls from ADVfn produce "Error".
> Any data that is pulled by RCHGetElementNumber from element numbers corresponding to Reuters or other providers work just fine.
>
> I've tried the fix indicated on the Links page, but it doesn't have any effect.
> I am using Excel 2007 on Windows XP.
> Did something change a couple of weeks ago, are there other fixes I should try?
>

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Messages in this topic (4)
2d.

Re: Calling ADVfn data using =RCHGetElementNumber(Ticker,Element#)

Posted by: "Pete" petekoch@yahoo.com   petekoch

Thu Dec 22, 2011 3:04 pm (PST)



Ooops. RH is one the case....

--- In smf_addin@yahoogroups.com, "Pete" <petekoch@...> wrote:
>
> I opened a workbook which uses hundreds of AdvFN elements with no problems. You need to be more specific, e.g., the ticker(s) and the specific element number(s) before someone can help you.
>
> --- In smf_addin@yahoogroups.com, "dan-carroll" <dan-carroll@> wrote:
> >
> > I have built a number of spreadsheets that use the ADVfn data to help me model out companies. They pull historical data using the format
> > =RCHGetElementNumber(Ticker,Element#)
> > Where the Element numbers are taken from the definition list.
> > I have the latest copy of the add-in and have updated all the definition files.
> >
> > Everything has been working really well for over a year, and then it stopped working about a week ago - all my sheet, all the data pulls from ADVfn produce "Error".
> > Any data that is pulled by RCHGetElementNumber from element numbers corresponding to Reuters or other providers work just fine.
> >
> > I've tried the fix indicated on the Links page, but it doesn't have any effect.
> > I am using Excel 2007 on Windows XP.
> > Did something change a couple of weeks ago, are there other fixes I should try?
> >
>

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Messages in this topic (4)
3a.

Morningstarr Trailing Returns for mutual funds  returning incorrect

Posted by: "curls07" agc11d@gmail.com   curls07

Thu Dec 22, 2011 12:24 pm (PST)



Hey guys,

I have been using the element numbers the morningstar returns for mutual funds and the values returned for the fund vs index are incorrect. I then got this information manually using rchgettablecell but now morningstarr has gotten rid of the quicktake sheets and now redirects you straight to the website instead of these quick print pages. The tables are all 'dynamic' and i believe are the reason for Randy's and my elements and my rchgettabelcells to return incorrect values.

Does anyone know how to get information out of these 'dynamic' charts using rchgettablecell?

Or is there another page that contains 'static' data like the quicktake pages used to?

I prefer to write my elements for morningstarr, so please let me know if anyone has successfully navigated these new changes to morningstar's website

thanks in advance!

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Messages in this topic (2)
3b.

Re: Morningstarr Trailing Returns for mutual funds returning incorre

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

Thu Dec 22, 2011 1:00 pm (PST)



I just tried the SMF-Template-Morningstar-Total-Return.xls workbook with
ticker VFINX and everything seems to work right and be in the right place.
And this still works for me:

=RCHGetTableCell("
http://quicktake.morningstar.com/fundnet/printreport.aspx?symbol=VFINX",1,"10-Yr
Annual")

But, you're right that the new print pages they have are generated and have
the data unavailable to the add-in.

On Thu, Dec 22, 2011 at 1:24 PM, curls07 <agc11d@gmail.com> wrote:

>
> I have been using the element numbers the morningstar returns for mutual
> funds and the values returned for the fund vs index are incorrect. I then
> got this information manually using rchgettablecell but now morningstarr
> has gotten rid of the quicktake sheets and now redirects you straight to
> the website instead of these quick print pages. The tables are all
> 'dynamic' and i believe are the reason for Randy's and my elements and my
> rchgettabelcells to return incorrect values.
>
> Does anyone know how to get information out of these 'dynamic' charts
> using rchgettablecell?
>
> Or is there another page that contains 'static' data like the quicktake
> pages used to?
>
> I prefer to write my elements for morningstarr, so please let me know if
> anyone has successfully navigated these new changes to morningstar's website
>
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Messages in this topic (2)
4a.

Dividend - recent announcements

Posted by: "bob_cutillo" bob.cutillo@yahoo.com   bob_cutillo

Thu Dec 22, 2011 4:29 pm (PST)



Does anyone have a web site that shows more recent information for a stock? For example, if I look at yahoo finance for NLY - Annaly, it shows on the key statistics page .60 on Sep 28th 2011. On the Annaly site, it announced on Dec 19th that a .57 dividend with an ex-dividend date of Dec 27th. Is there something more current for new announcements or is there a different element for new dividends?

Thank you in advance. Thank you also for a great product.

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Messages in this topic (3)
4b.

Re: Dividend - recent announcements

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

Thu Dec 22, 2011 5:36 pm (PST)



www.DividendInvestor.com is pretty good with posting dividend announcements
as they are announced. There is a trick to retrieving data from this site
by SMF - search the past messages for the technique.

Yahoo and others often only show dividends once the ex-div date has been
reached or even after they have been paid.

_____

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
Of bob_cutillo
Sent: Thursday, December 22, 2011 7:29 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Dividend - recent announcements

Does anyone have a web site that shows more recent information for a stock?
For example, if I look at yahoo finance for NLY - Annaly, it shows on the
key statistics page .60 on Sep 28th 2011. On the Annaly site, it announced
on Dec 19th that a .57 dividend with an ex-dividend date of Dec 27th. Is
there something more current for new announcements or is there a different
element for new dividends?

Thank you in advance. Thank you also for a great product.

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Messages in this topic (3)
4c.

Re: Dividend - recent announcements

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

Thu Dec 22, 2011 7:11 pm (PST)



Here are a couple of sites showing the latest ex-dividend date:

=DATEVALUE(RCHGetTableCell("
http://eresearch.fidelity.com/eresearch/evaluate/fundamentals/earnings.jhtml?stockspage=dividends&symbols=NLY",2,">Dividend
History","Ex-Dividend",,,2))

=DATEVALUE(smfGetTagContent("
http://research.tdameritrade.com/public/stocks/overview/overview.asp?symbol=nly
","div",1,">Ex-Dividend"))

Note sure how quickly they updated the info though...

On Thu, Dec 22, 2011 at 5:29 PM, bob_cutillo <bob.cutillo@yahoo.com> wrote:

> Does anyone have a web site that shows more recent information for a
> stock? For example, if I look at yahoo finance for NLY - Annaly, it shows
> on the key statistics page .60 on Sep 28th 2011. On the Annaly site, it
> announced on Dec 19th that a .57 dividend with an ex-dividend date of Dec
> 27th. Is there something more current for new announcements or is there a
> different element for new dividends?
>
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Messages in this topic (3)
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