Messages In This Digest (12 Messages)

1a.: Suitable template for downloading from Reuters From: lightaiyee
1b.: Re: Suitable template for downloading from Reuters From: Randy Harmelink

2a.: Shift+F9 From: lexstar
2b.: Re: Shift+F9 From: Randy Harmelink
2c.: Re: Shift+F9 From: lexstar
2d.: Re: Shift+F9 From: lexstar
2e.: Re: Shift+F9 From: Randy Harmelink

3a.: Channels From: ehstats
3b.: Re: Channels From: Randy Harmelink
3c.: Re: Channels From: Eric Stats

4a.: Re: smfPrice by and between From: antonvanas1989
4b.: Re: smfPrice by and between From: Randy Harmelink

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Messages

1a.: Suitable template for downloading from Reuters

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

Thu Jan 12, 2012 3:52 am (PST)

Dear smf experts,

First of all, thank you very much for such a wonderful software. However, I am greedy for more:) May I know if there is a suitable template to download financial statements from Reuters?

SMF-Template-Reuters-Ratios-Comparison.xls worked on my computer (Windows 7, Excel 2010). However, this spreadsheet downloads only financial ratios. What I want are the financial statements. Actually, although this software is already good enough, I am a bit doubtful if this can be done by Excel web queries because the financial statement items varies for companies in different sectors. So, the rows of the tables may vary a little between companies in different industries.

I will be most happy if there is a ready template or some clues on how to start off.

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1b.: Re: Suitable template for downloading from Reuters

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

Thu Jan 12, 2012 4:06 am (PST)

I used to have a couple, before they changed their web site. Right now,
they're both in this folder of the "Files" area of the group:

Works-In-Progress > Need to be looked at

It may just be a matter of changing the URLs to the new structure. I
haven't looked at them for such a long time, I don't recall. I think I
pulled them until I could see what Reuters was going to do. For a while
there, they didn't even have financial statements data available. I think
it also required a log in, so it didn't really seem worth the effort to
update things -- the data is available so many other places already.

The variability of the line items will be an issue no matter what source
you use.

Quick and dirty, to get the whole table, something like this appears to
work as long as you are logged in via IE:

=RCHGetHTMLTable("
http://www.reuters.com/finance/stocks/incomeStatement/detail?symbol=IBM","per
share items)",-1,"",1)

On Thu, Jan 12, 2012 at 4:24 AM, lightaiyee <lightaiyee@gmail.com> wrote:

>
> First of all, thank you very much for such a wonderful software. However,
> I am greedy for more:) May I know if there is a suitable template to
> download financial statements from Reuters?
>
> SMF-Template-Reuters-Ratios-Comparison.xls worked on my computer (Windows
> 7, Excel 2010). However, this spreadsheet downloads only financial ratios.
> What I want are the financial statements. Actually, although this software
> is already good enough, I am a bit doubtful if this can be done by Excel
> web queries because the financial statement items varies for companies in
> different sectors. So, the rows of the tables may vary a little between
> companies in different industries.
>
> I will be most happy if there is a ready template or some clues on how to
> start off.
>

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2a.: Shift+F9

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

Thu Jan 12, 2012 8:24 am (PST)

Does anyone know why Shift+F9 sometimes will work (refresh the calculation) on one computer, but doesn't on another computer?

I've got 2 computers running the same workbook, one will refresh while the other doesn't.

Any help is appreciated.

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2b.: Re: Shift+F9

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

Thu Jan 12, 2012 8:51 am (PST)

It can make a difference depending on which formulas are being used. Or,
the keyboard shortcut could have been assigned to something else.

On Thu, Jan 12, 2012 at 9:24 AM, lexstar <lexstar@yahoo.com> wrote:

> Does anyone know why Shift+F9 sometimes will work (refresh the
> calculation) on one computer, but doesn't on another computer?
>
> I've got 2 computers running the same workbook, one will refresh while the
> other doesn't.
>
> Any help is appreciated.
>

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2c.: Re: Shift+F9

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

Thu Jan 12, 2012 8:55 am (PST)

On the computer that doesn't refresh, if I close out of Excel about of times, and open the workbook again, and then try SHIFT+F9.... it works.

But then it will stop working again, if I SHIFT+F9 again.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> It can make a difference depending on which formulas are being used. Or,
> the keyboard shortcut could have been assigned to something else.
>
> On Thu, Jan 12, 2012 at 9:24 AM, lexstar <lexstar@...> wrote:
>
> > Does anyone know why Shift+F9 sometimes will work (refresh the
> > calculation) on one computer, but doesn't on another computer?
> >
> > I've got 2 computers running the same workbook, one will refresh while the
> > other doesn't.
> >
> > Any help is appreciated.
> >
>

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2d.: Re: Shift+F9

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

Thu Jan 12, 2012 8:57 am (PST)

The formulas use the smfPricesByDate() function.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> It can make a difference depending on which formulas are being used. Or,
> the keyboard shortcut could have been assigned to something else.
>
> On Thu, Jan 12, 2012 at 9:24 AM, lexstar <lexstar@...> wrote:
>
> > Does anyone know why Shift+F9 sometimes will work (refresh the
> > calculation) on one computer, but doesn't on another computer?
> >
> > I've got 2 computers running the same workbook, one will refresh while the
> > other doesn't.
> >
> > Any help is appreciated.
> >
>

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Messages in this topic (5)
2e.: Re: Shift+F9

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

Thu Jan 12, 2012 9:16 am (PST)

If you open up a workbook in between that had Shift+F9 assigned to a macro
from it, it would stop working in the first workbook. I can't think of
another reason for it to be sporadic.

smfPricesByDates() would only update via Shift+F9 if you've made it
volatile, but using something like NOW() as a parameter. But not a very
efficient way to go. You only need to get the historical prices once per
day. The current prices you can get with an array-entered
RCHGetYahooQuotes() -- which would be a lot faster.

On Thu, Jan 12, 2012 at 9:55 AM, lexstar <lexstar@yahoo.com> wrote:

> On the computer that doesn't refresh, if I close out of Excel about of
> times, and open the workbook again, and then try SHIFT+F9.... it works.
>
> But then it will stop working again, if I SHIFT+F9 again.
>
> On Thu, Jan 12, 2012 at 9:57 AM, lexstar <lexstar@yahoo.com> wrote:
> The formulas use the smfPricesByDate() function.
>
>

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3a.: Channels

Posted by: "ehstats" ericstats@gmail.com ehstats

Thu Jan 12, 2012 9:11 am (PST)

I just joined this group for another reason than this question.

I'm interested in have an excel program identify when we are in a sideways channel for the S&P 500. I have an investment program that invests in the S&P 500. The program identifies trends, but it gets whipsawed in sideways trading patterns. I want to have it go to cash when the excel program identifies that we are in that sideways channel.

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3b.: Re: Channels

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

Thu Jan 12, 2012 9:20 am (PST)

I think incorrect predictions are something you almost have to live with on
something like that. But there are a number of TA functions that check for
oscillations and trends. You can check to see if any of them help.

A free technical analysis add-in is here:

http://ta-lib.org

You want this file:

ta-lib-0.4.0-msvc.zip

Just look in the ZIP archive for the "ta-lib.xll" (or "ta-lib-reverse.xll")
file, extract it, and tell EXCEL to use it as an add-in.

On Thu, Jan 12, 2012 at 10:02 AM, ehstats <ericstats@gmail.com> wrote:

> I just joined this group for another reason than this question.
>
> I'm interested in have an excel program identify when we are in a sideways
> channel for the S&P 500. I have an investment program that invests in the
> S&P 500. The program identifies trends, but it gets whipsawed in sideways
> trading patterns. I want to have it go to cash when the excel program
> identifies that we are in that sideways channel.
>

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Messages in this topic (3)
3c.: Re: Channels

Posted by: "Eric Stats" ericstats@gmail.com ehstats

Thu Jan 12, 2012 1:53 pm (PST)

I'm descent at the basic Excel functions, but I don't know what to do with
this. I've saved the referred to file on my computer, but I don't know how
to use it.

On Thu, Jan 12, 2012 at 10:20 AM, Randy Harmelink <rharmelink@gmail.com>wrote:

> **
>
>
> I think incorrect predictions are something you almost have to live with
> on something like that. But there are a number of TA functions that check
> for oscillations and trends. You can check to see if any of them help.
>
> A free technical analysis add-in is here:
>
> http://ta-lib.org
>
> You want this file:
>
> ta-lib-0.4.0-msvc.zip
>
> Just look in the ZIP archive for the "ta-lib.xll" (or
> "ta-lib-reverse.xll") file, extract it, and tell EXCEL to use it as an
> add-in.
>
> On Thu, Jan 12, 2012 at 10:02 AM, ehstats <ericstats@gmail.com> wrote:
>
>> I just joined this group for another reason than this question.
>>
>> I'm interested in have an excel program identify when we are in a
>> sideways channel for the S&P 500. I have an investment program that invests
>> in the S&P 500. The program identifies trends, but it gets whipsawed in
>> sideways trading patterns. I want to have it go to cash when the excel
>> program identifies that we are in that sideways channel.
>>
>
>
>

--
Eric Stats, CFA
801-552-6631
Strategic, Tactical, and Algorithmic Trading Strategies

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Messages in this topic (3)

4a.: Re: smfPrice by and between

Posted by: "antonvanas1989" antonvanas1989@yahoo.com antonvanas1989

Thu Jan 12, 2012 1:01 pm (PST)

Building the sheet now but i can't even have historical "dividend yield" ..

--- In smf_addin@yahoogroups.com, "antonvanas1989" <antonvanas1989@...> wrote:
>
> what do normalized mean on the advfn website?
>
> Normalized Close PE Ratio
>
>
>
>
>
> --- In smf_addin@yahoogroups.com, "antonvanas1989" <antonvanas1989@> wrote:
> >
> > thats not realy hard to do..
> >
> > The fisical year is reported so you got that date so ur end date is not 12/31/11 but 03/31/12 for example the formula is the same but only ur data changes..
> >
> > But Randy says its better to take them straight from the source and he's right
> >
> > --- In smf_addin@yahoogroups.com, "Mike McQuaid" <mikemcq802@> wrote:
> > >
> > > Simply that earnings, sales, and such are reported for fiscal years.
> > >
> > > If you want to calculate ratios you should use prices which align with the
> > > fiscal periods.
> > >
> > > _____
> > >
> > > From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
> > > Of antonvanas1989
> > > Sent: Monday, January 09, 2012 5:15 PM
> > > To: smf_addin@yahoogroups.com
> > > Subject: [smf_addin] Re: smfPrice by and between
> > >
> > >
> > >
> > >
> > > How do you mean?
> > >
> > > What issues?
> > >
> > > --- In smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com> ,
> > > "Mike McQuaid" <mikemcq802@> wrote:
> > > >
> > > > You also have issues between fiscal years and calendar.
> > > >
> > > > _____
> > > >
> > > > From: smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com>
> > > [mailto:smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com> ] On
> > > Behalf
> > > > Of Randy Harmelink
> > > > Sent: Monday, January 09, 2012 2:42 PM
> > > > To: smf_addin@yahoogroups.com <mailto:smf_addin%40yahoogroups.com>
> > > > Subject: Re: [smf_addin] Re: smfPrice by and between
> > > >
> > > >
> > > >
> > > >
> > > > I think you're best off retrieving the array of data and computing the
> > > high
> > > > from it.
> > > >
> > > > If you're computing your own ratios, though, you've got another problem --
> > > > during that year, you may have a different number of shares. A split, a
> > > > buyback, additional shares released, etc. So you'd need to adjust the high
> > > > prices by the number of shares, on a daily basis, before creating your
> > > > ratio.
> > > >
> > > >
> > > >
> > > > On Mon, Jan 9, 2012 at 12:34 PM, antonvanas1989 <antonvanas1989@>
> > > > wrote:
> > > >
> > > >
> > > > It's works here too now but i don't get the High of the year only.
> > > >
> > > > How i would get that with this formula
> > > >
> > >
> >
>

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Messages in this topic (26)
4b.: Re: smfPrice by and between

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

Thu Jan 12, 2012 1:16 pm (PST)

You can get them from here:

=RCHGetHTMLTable("
http://ycharts.com/companies/MMM/historical_data/dividend_yield?start_month=1&start_day=12&start_year=2001&end_month=1&end_day=12&end_year=2012
","<",1,"",1)

On Thu, Jan 12, 2012 at 2:00 PM, antonvanas1989 <antonvanas1989@yahoo.com>wrote:

> Building the sheet now but i can't even have historical "dividend yield" ..
>

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Messages in this topic (26)

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Jumat, 13 Januari 2012

Messages In This Digest (12 Messages)

Messages

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

Thu Jan 12, 2012 3:52 am (PST)

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

Thu Jan 12, 2012 4:06 am (PST)

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

Thu Jan 12, 2012 8:24 am (PST)

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

Thu Jan 12, 2012 8:51 am (PST)

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

Thu Jan 12, 2012 8:55 am (PST)

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

Thu Jan 12, 2012 8:57 am (PST)

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

Thu Jan 12, 2012 9:16 am (PST)

Posted by: "ehstats" ericstats@gmail.com ehstats

Thu Jan 12, 2012 9:11 am (PST)

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

Thu Jan 12, 2012 9:20 am (PST)

Posted by: "Eric Stats" ericstats@gmail.com ehstats

Thu Jan 12, 2012 1:53 pm (PST)

Posted by: "antonvanas1989" antonvanas1989@yahoo.com antonvanas1989

Thu Jan 12, 2012 1:01 pm (PST)

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

Thu Jan 12, 2012 1:16 pm (PST)

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