Rabu, 01 Agustus 2012

[smf_addin] Digest Number 2297

14 New Messages

Digest #2297
1a
Re: Some Errors by "Felipe Lopez" ttelip
2a
Re: MACRO Question by "rb_luther" rb_luther
2b
Re: MACRO Question by "Randy Harmelink" rharmelink
2c
Re: MACRO Question by "zarathustra_winced@yahoo.com" zarathustra_winced
3
4c
Re: - Element not working by "kabrod77" mustang66.7599
4d
Re: - Element not working by "Randy Harmelink" rharmelink
5a
Re: DCF by "Bruce" bruce.bogart
5b
Re: DCF by "Taral Pandya" taral_26
6a
Sorting data with array by "MoeB" spikemgm
6b
Re: Sorting data with array by "Randy Harmelink" rharmelink
7
Morningstar List of Stocks by "oryxius" oryxius

Messages

Tue Jul 31, 2012 5:02 am (PDT) . Posted by:

"Felipe Lopez" ttelip

Many Thanks.
Felipe

2012/7/31 Randy Harmelink <rharmelink@gmail.com>

> **
>
>
> See: http://finance.groups.yahoo.com/group/smf_addin/message/19499
>
>
> On Tue, Jul 31, 2012 at 4:27 AM, ttelip <felipeporcel@gmail.com> wrote:
>
>> Hi
>> I'm getting errors in some elements. It seems those related with Yahoo
>> work propery but not those ones related with MSN or others
>>
>> =RCHGEtElementNumber("Source";941)=YahooKS
>> =RCHGEtElementNumber("Element";941)=MarketCap
>> =RCHGEtElementNumber("IBM";941)=224220000
>>
>> But
>>
>> =RCHGEtElementNumber("IBM";1541)=Error
>> =rchgetelementnumber(Ticker; 163)=Error
>>
>> The SMF-Addin is in C:\SMF Add-in
>> I'm running Windows 7, spanish, excel 2007 and I've changed regional
>> settings from X.XXX,00 (Spanish) to X,XXX.00(English)
>>
>> My version is
>> Stock Market Functions add-in, Version 2.1.2012.02.02 (C:\SMF Add-in; 34)
>>
>> I've searched by the forum but similar problems were caused by not having
>> the smfxxx.txt files in the same directory or having two smf_XXXXX.xla in
>> diferent places. This is not my case.
>> Any suggestion?
>> Best Regards and many thanks for your help
>>
>
>
>

Tue Jul 31, 2012 11:49 am (PDT) . Posted by:

"rb_luther" rb_luther

Do you know of a good website that can export csv files for fast macro computing for metrics such as Current Assets, Total Liabilities, Net Income, etc. going back 10 years? The finviz site is the most comprehensive I have found, but the don't have those basic financial statement metrics, and it seems that it has to be a website that is capable of exporting a csv file, because running a macro to pull the csv file is light years faster than getting the html tables. Thanks again for the help.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> There are two reasons AdvFN takes longer than most other sites:
>
> 1. They only have 5 periods of data on a page. So if you want 20 annual
> periods and 40 quarterly periods, you need to access 12 web pages to get
> the data for a single ticker symbol.
>
> 2. Each web page has a lot of data on it, so if you extract a lot of
> data from the web page, they do take longer to search for and extract than
> a smaller web page.
>
> You may be able to speed it up by doing RCHGetHTMLTable() on each of the 12
> web pages, if you're getting all of the data.
>
> I get FinViz data quickly, but I do use their CSV file (see LINKS area of
> the group for more info). Depending on how you're getting the data, and how
> much data you're getting, it can be a lot slower getting things
> individually.
> On Mon, Jul 30, 2012 at 4:52 PM, rb_luther <rb_luther@...> wrote:
>
> > Is there a way to write a macro to retrieve financial statement data from
> > the advfn website and then depending on the rows specified paste that data
> > into excel. (Basically running the macro in background and then pasting the
> > data into excel without using a formula in each cell to retrieve the
> > lines.) I'm looking to retrieve ADVFN data more efficiently (decrease
> > processing time) than using the getADVFN formula in numerous cells.
> >
> > Is the processing time long due to the formula in each cell retrieving one
> > by one, or is it due to having to open numerous web pages to retrieve the
> > data for different time frames and different tickers?
> >
> > Lastly, there is a macro that I have used in the past to retrieve data
> > from the finviz website and it is much faster processing time than using
> > the formulas in the cell with the smfaddin macros. Is this due to the
> > finviz website being able to export csv files and then retrieve the data
> > from the csv in the background as opposed to retrieving data from an html
> > table? If so, is there a way to convert the html table on advfn to a csv
> > file to run more efficiently?
> >
> > Thanks for the help.
> >
> >
> >
> > ------------------------------------
> >
> > Yahoo! Groups Links
> >
> >
> >
> >
>

Tue Jul 31, 2012 12:28 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

It's hard enough to find a source with 10 years of history.

MorningStar does have the ability to export the 10 annual or quarterly
periods of each financial statement as a CSV file. But automating the
process would not be trivial.

On Tue, Jul 31, 2012 at 11:49 AM, rb_luther <rb_luther@yahoo.com> wrote:

> Do you know of a good website that can export csv files for fast macro
> computing for metrics such as Current Assets, Total Liabilities, Net
> Income, etc. going back 10 years? The finviz site is the most comprehensive
> I have found, but the don't have those basic financial statement metrics,
> and it seems that it has to be a website that is capable of exporting a csv
> file, because running a macro to pull the csv file is light years faster
> than getting the html tables. Thanks again for the help.
>

Tue Jul 31, 2012 2:36 pm (PDT) . Posted by:

"zarathustra_winced@yahoo.com" zarathustra_winced

The downside of free data is that you have to use your own cpu cycles to parse it. :)

I just save advfn data to a database any time I download it. The database builds very quickly. You'd be surprised how many times you're downloading EPS or FCF for SPX stocks, for example. It only changes 4 times a year. Kind of a waste to throw it away just to download it again later.
Sent via BlackBerry by AT&T

-----Original Message-----
From: "rb_luther" <rb_luther@yahoo.com>
Sender: smf_addin@yahoogroups.com
Date: Tue, 31 Jul 2012 18:49:07
To: <smf_addin@yahoogroups.com>
Reply-To: smf_addin@yahoogroups.com
Subject: [smf_addin] Re: MACRO Question

Do you know of a good website that can export csv files for fast macro computing for metrics such as Current Assets, Total Liabilities, Net Income, etc. going back 10 years? The finviz site is the most comprehensive I have found, but the don't have those basic financial statement metrics, and it seems that it has to be a website that is capable of exporting a csv file, because running a macro to pull the csv file is light years faster than getting the html tables. Thanks again for the help.



--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> There are two reasons AdvFN takes longer than most other sites:
>
> 1. They only have 5 periods of data on a page. So if you want 20 annual
> periods and 40 quarterly periods, you need to access 12 web pages to get
> the data for a single ticker symbol.
>
> 2. Each web page has a lot of data on it, so if you extract a lot of
> data from the web page, they do take longer to search for and extract than
> a smaller web page.
>
> You may be able to speed it up by doing RCHGetHTMLTable() on each of the 12
> web pages, if you're getting all of the data.
>
> I get FinViz data quickly, but I do use their CSV file (see LINKS area of
> the group for more info). Depending on how you're getting the data, and how
> much data you're getting, it can be a lot slower getting things
> individually.
> On Mon, Jul 30, 2012 at 4:52 PM, rb_luther <rb_luther@...> wrote:
>
> > Is there a way to write a macro to retrieve financial statement data from
> > the advfn website and then depending on the rows specified paste that data
> > into excel. (Basically running the macro in background and then pasting the
> > data into excel without using a formula in each cell to retrieve the
> > lines.) I'm looking to retrieve ADVFN data more efficiently (decrease
> > processing time) than using the getADVFN formula in numerous cells.
> >
> > Is the processing time long due to the formula in each cell retrieving one
> > by one, or is it due to having to open numerous web pages to retrieve the
> > data for different time frames and different tickers?
> >
> > Lastly, there is a macro that I have used in the past to retrieve data
> > from the finviz website and it is much faster processing time than using
> > the formulas in the cell with the smfaddin macros. Is this due to the
> > finviz website being able to export csv files and then retrieve the data
> > from the csv in the background as opposed to retrieving data from an html
> > table? If so, is there a way to convert the html table on advfn to a csv
> > file to run more efficiently?
> >
> > Thanks for the help.
> >
> >
> >
> > ------------------------------------
> >
> > Yahoo! Groups Links
> >
> >
> >
> >
>




------------------------------------

Yahoo! Groups Links



Tue Jul 31, 2012 11:59 am (PDT) . Posted by:

"rr76012" rr76012

Hello randy,

Just wanted to say thanks for you help. This is the first year that I have bought a stock. I have in the past bought only mutual funds.

I believe buy and hold is dead. I believe the stock market is a ponzi scheme.

So I believe I need your tools to possibly make a profit in the stock market, and I think I won't make alot of money, but I believe I won't loose alot either.

I have been playing around on your website today. It is amazing...

I want to build a future value model, I believe you have alot of tools here. Here is what I am planning on using.

RCHGetYahooquotes
RCHGetYahoohistory
RCHGetElementNumber

Tue Jul 31, 2012 1:55 pm (PDT) . Posted by:

"Larry_Hershkowitz" Larry_Hershkowitz

I am totally new to SMF. I just installed it into my Add-In list.

I was reading through your documentation and found the Elements section for ADVFN. In reviewing your documentation I see you are using "IBM" or "MMM" as examples. However, what happens if I want to change the ticker symbol. How do I direct it to a cell in Excel that has that ticker?

Thanks!

Larry

Tue Jul 31, 2012 2:00 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Just do the same as you would with any other EXCEL function -- you can use
a cell reference in place of a literal:

=RCHGetElementNumber(B1,1)
=RCHGetElementNumber(A2,B1)

On Tue, Jul 31, 2012 at 1:52 PM, Larry_Hershkowitz <
larry_hershkowitz@yahoo.com> wrote:

> I am totally new to SMF. I just installed it into my Add-In list.
>
> I was reading through your documentation and found the Elements section
> for ADVFN. In reviewing your documentation I see you are using "IBM" or
> "MMM" as examples. However, what happens if I want to change the ticker
> symbol. How do I direct it to a cell in Excel that has that ticker?
>

Tue Jul 31, 2012 5:22 pm (PDT) . Posted by:

"kabrod77" mustang66.7599

Hi Randy

Got a problem - the Element Number for Analyst Target -

13888

Zacks

Average Broker Recommendation -- Average Target Price

It worked Friday but today I get N/A

Any ideas?

Tue Jul 31, 2012 5:34 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

If you're getting N/A, then that is what Zack's is posting...that's not a
value the add-in would generate. I just checked, and that was the case for
ticker "MMM".

On Tue, Jul 31, 2012 at 5:22 PM, kabrod77 <kabrod77@verizon.net> wrote:

> **
>
> *Got a problem – the Element Number for Analyst Target – *
>
> * *
>
> 13888****
>
> Zacks****
>
> Average Broker Recommendation -- Average Target Price****
>
> ** **
>
> *It worked Friday but today I get N/A*
>
> * *
>
> *Any ideas?*
>

Tue Jul 31, 2012 5:08 pm (PDT) . Posted by:

"Bruce" bruce.bogart



Jason, I'm so glad you posted this request. I've long wanted to contribute something to Randy and the group as a way of saying "THANK YOU!".

I'll upload a sample spreadsheet (DCF Template for smf_addin Group) to the Files area. It's pretty straightforward, and the math is documented in cell E1, but please let me know if you have any questions or need anything else. I start a new job on Monday so please ask your questions before Sunday. :)

--- In smf_addin@yahoogroups.com, "Jason" <xxjaysonxx@...> wrote:
>
> Does anyone have a good DCF template they wouldnt mind sharing?
>

Tue Jul 31, 2012 5:46 pm (PDT) . Posted by:

"Taral Pandya" taral_26

Jason,

I downloaded it. It's asking for a file called Stock Analysis 001.xlsm. Where do I get that file from?
-Taral

On Jul 31, 2012, at 8:03 PM, "Bruce" <bruce@bogart.us> wrote:

>
>
> Jason, I'm so glad you posted this request. I've long wanted to contribute something to Randy and the group as a way of saying "THANK YOU!".
>
> I'll upload a sample spreadsheet (DCF Template for smf_addin Group) to the Files area. It's pretty straightforward, and the math is documented in cell E1, but please let me know if you have any questions or need anything else. I start a new job on Monday so please ask your questions before Sunday. :)
>
> --- In smf_addin@yahoogroups.com, "Jason" <xxjaysonxx@...> wrote:
> >
> > Does anyone have a good DCF template they wouldnt mind sharing?
> >
>
>

Tue Jul 31, 2012 9:26 pm (PDT) . Posted by:

"MoeB" spikemgm

Randy,

Just started to use your add-in, with excel07 and vista.

I'm using =rchgetyahooquotes and can't seem to get my column data to sort. Comes up with error: you can not change part of an array.

My other sheet works fine =smfgetcsvfile(finance.yahoo). can you not sort getquotes array's.

Also unicorn.com pulls with this
=smfGetCSVFile("http://unicorn.us.com/advdec/recent.csv")

It brings the whole file over, do you have an updated udf's, I just want nyse and naz data and saw that you had naz.csv but that data is wrong.
Thanks
Steve

Tue Jul 31, 2012 10:13 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

That's the nature of an array-entered range -- it can't be adjusted
externally. What I do in such cases is create a sort key field next to the
ticker symbols, then sort those two columns only. When the ticker range
changes, the array-entered RCHGetYahooQuotes() range based on it will also
update. So, in essence, everything does get sorted.

I'm not sure what you're asking about Unicorn or updated UDF's? Or which
data is wrong?

On Tue, Jul 31, 2012 at 9:07 PM, MoeB <smoebius@gmail.com> wrote:

>
> I'm using =rchgetyahooquotes and can't seem to get my column data to sort.
> Comes up with error: you can not change part of an array.
>
> My other sheet works fine =smfgetcsvfile(finance.yahoo). can you not sort
> getquotes array's.
>
> Also unicorn.com pulls with this
> =smfGetCSVFile("http://unicorn.us.com/advdec/recent.csv")
>
> It brings the whole file over, do you have an updated udf's, I just want
> nyse and naz data and saw that you had naz.csv but that data is wrong.
> Thanks
> Steve
>
>
>
>
> ------------------------------------
>
> Yahoo! Groups Links
>
>
>
>

Wed Aug 1, 2012 2:36 am (PDT) . Posted by:

"oryxius" oryxius

Anyone knows how to get the full ticker list of stocks covered by Morningstar with analyst reports (about 1700)? I couldn't find a practical way to download the list from their online screener.

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