Rabu, 05 Juni 2013

[smf_addin] Digest Number 2645

15 New Messages

Digest #2645
1a
Re: Element number 13862 - "Error" by "racecar00" racecar00
2a
need help with dynamically loaded data by "crollalanzaws" crollalanzaws
2b
Re: need help with dynamically loaded data by "Randy Harmelink" rharmelink
2c
Re: need help with dynamically loaded data by "crollalanzaws" crollalanzaws
2d
Re: need help with dynamically loaded data by "Randy Harmelink" rharmelink
2e
Re: need help with dynamically loaded data by "crollalanzaws" crollalanzaws
3b
Re: Transposed Download Table Update by "Randy Harmelink" rharmelink
5a
5b
Re: How to pull company description from ADVFN by "Randy Harmelink" rharmelink
5c
6a
Re: Downloading 13F data by "r r" student.umich1000
6b
Re: Downloading 13F data by "Randy Harmelink" rharmelink

Messages

Wed Jun 5, 2013 9:26 am (PDT) . Posted by:

"racecar00" racecar00

Interesting. When opening, the name is cached or saved due to prior downloads in Excel but upon a refresh none of mine are working (and it retrieving very slowly also).

I guess I will wait to see if it resolves itself.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> I just tried it on IBM, VFINX, and SPY, and all three returned names. But
> it was very slow.
>
> It gets data from MSN, not Yahoo.
>
> On Wed, Jun 5, 2013 at 9:03 AM, racecar00 <agelhausen@...> wrote:
>
> >
> > This link was working fine until today. I am now getting an "Error"
> > message for all funds listed. Was wondering if you made a change of if
> > Yahoo! did.
> >
> > Formula is written as follows:
> >
> > =RCHGetElementNumber($B8,13862)
> >
>

Wed Jun 5, 2013 10:26 am (PDT) . Posted by:

"crollalanzaws" crollalanzaws


Hi,
I can't seem to figure out how to capture the rate for the
"Advantage Account" from this web site,
http://www.manulifebank.ca/wps/portal/bankca/Bank.caHome/Personal

Thank you.

Wed Jun 5, 2013 10:54 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Sorry, but the rates are put onto the web page dynamically, so the data
isn't available for extraction.

The data is here:

http://rates.manulifebank.com/en_todaysRate.js

...but something from their website is preventing the add-in from reading
that file.

On Wed, Jun 5, 2013 at 10:26 AM, crollalanzaws <florio.crollalanza@yahoo.com
> wrote:

>
> I can't seem to figure out how to capture the rate for the
> "Advantage Account" from this web site,
> http://www.manulifebank.ca/wps/portal/bankca/Bank.caHome/Personal
>

Wed Jun 5, 2013 11:26 am (PDT) . Posted by:

"crollalanzaws" crollalanzaws


Yes, looks like it may be related to ie for some reason because when
I try with chrome and firefox I get the below result:

var rateADVA_0 = "1.55";
var rateTFADVA_0 = "1.55";
var rateUSADVA_0 = "0.50";
var rateGIC_4_0 = "2.20";
var rateBUSADVA_0 = "1.30";
var rateUSBUSADVA_0 = "0.50";

Wed Jun 5, 2013 11:30 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

The add-in uses MicroSoft libraries, so it is based on the same engine that
IE uses...

I just don't see any way for the add-in to access the content of that JS
file.

On Wed, Jun 5, 2013 at 11:26 AM, crollalanzaws <florio.crollalanza@yahoo.com
> wrote:

>
> Yes, looks like it may be related to ie for some reason because when
> I try with chrome and firefox I get the below result:
>
> var rateADVA_0 = "1.55";
> var rateTFADVA_0 = "1.55";
> var rateUSADVA_0 = "0.50";
> var rateGIC_4_0 = "2.20";
> var rateBUSADVA_0 = "1.30";
> var rateUSBUSADVA_0 = "0.50";
>

Wed Jun 5, 2013 11:59 am (PDT) . Posted by:

"crollalanzaws" crollalanzaws

I see what you mean. If I use IE and download the file as a .txt file instead of a .js file, I do see the contents.

Wed Jun 5, 2013 10:27 am (PDT) . Posted by:

"MLawson" mlawson3

Since the function uses the 'Ticker&#39; range, incorporating three download tables to correspond to the three financial statements was problematic. However, one large download table presented a different problem: 10 years of annual data for every available category, or even a subset of data points, could easily use up more than 256 columns.

So, I added a bit of code (below) to your function that allows me to specify which cell is the 'Ticker&#39; range. Now I just need to remember to copy it into the next release of SMF.

Public Sub smfUpdateDownloadTable()
Dim strMsg As String
...
On Error GoTo ErrorExit
...
strMsg = "Choose 'Ticker&#39; Range (one cell above column of tickers)"
Set Ticker = Application.InputBox(strMsg, "Range Select", , , , , , 8)
nTickers = Application.WorksheetFunction.CountA(Range([Ticker].Offset(1, 0), [Ticker].Offset(999, 0)))
...
End Sub

--- In smf_addin@yahoogroups.com, "MLawson" <mlawson3@...> wrote:
>
> I focused on code because I didn't think through the ways I could make the spreadsheet functions work together. But, yeah, I could set up three download tables, one for each financial statement, with the categories repeating in sequence for each year (sales t, COR t, sga t, then sales t-1, CORS t-1, sga t-1, etc) before transposing each section into individual columns (10 columns for 10 years of annual data). That's a good idea.
>
> Thanks for your suggestion.
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@> wrote:
> >
> > It only does it the one way, sorry.
> >
> > But rather than write all of your own code for a transposed version, why
> > not just run it as-is and then transpose it, putting the output in another
> > worksheet?
> >
> > On Tue, Jun 4, 2013 at 7:42 PM, MLawson <mlawson3@> wrote:
> >
> > > I'd like to populate a typical financial statement spreadsheet, i.e.,
> > > categories running from top to bottom along the left side of a table while
> > > the reporting periods run left to right across the top, using a function
> > > similar to the smfdowloadtableupdate (?name?). Before I start declaring
> > > arrays and piggy-backing off the code you have written, do you have an
> > > off-the-shelf version laying around? I am trying to avoid creating a
> > > spreadsheet with a few hundred formulas in it for 10 years worth of
> > > financial data.
> > >
> >
>

Wed Jun 5, 2013 11:00 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Just put it in its own add-in file. I got rid of using a PERSONAL.XLSM
file, and put all of my personal routines into another add-in file, which
is always used when I open up EXCEL. If you tell the add-in manager your
add-in has precedence over the SMF add-in, it would use your routine
instead of the SMF one.

On Wed, Jun 5, 2013 at 10:27 AM, MLawson <mlawson3@yahoo.com> wrote:

> Since the function uses the 'Ticker&#39; range, incorporating three download
> tables to correspond to the three financial statements was problematic.
> However, one large download table presented a different problem: 10 years
> of annual data for every available category, or even a subset of data
> points, could easily use up more than 256 columns.
>
> So, I added a bit of code (below) to your function that allows me to
> specify which cell is the 'Ticker&#39; range. Now I just need to remember to
> copy it into the next release of SMF.
>
> Public Sub smfUpdateDownloadTable()
> Dim strMsg As String
> ...
> On Error GoTo ErrorExit
> ...
> strMsg = "Choose 'Ticker&#39; Range (one cell above column of tickers)"
> Set Ticker = Application.InputBox(strMsg, "Range Select", , , , , , 8)
> nTickers =
> Application.WorksheetFunction.CountA(Range([Ticker].Offset(1, 0),
> [Ticker].Offset(999, 0)))
> ...
> End Sub
>

Wed Jun 5, 2013 10:46 am (PDT) . Posted by:

"Xin L" liucyndy

Randy,

Thanks so much for the prompt response. But I only found the instruction telling people how to use the formula not how to install the add-in. Is it possible that you can give me more direct guidance? Thanks a lot!

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Just exit EXCEL and follow the instructions in the overview documentation
> from the "Documentation" folder of the FILES area.
>
> There are also several step-by-step instruction entries in the LINKS area
> of the group, written by other people.
>
> On Tue, Jun 4, 2013 at 8:46 AM, Xin L <jgr1230@...> wrote:
>
> > Thanks a lot. I am pretty new to this function and I guess I need to
> > install the add-in to my excel right? how can I do that?
> >
>

Wed Jun 5, 2013 11:05 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

The very first entry in that folder is "1.0 - Overview.html", which say it
is "Installation notes and an overview of major functions available in the
add-in".

On Wed, Jun 5, 2013 at 10:46 AM, Xin L <jgr1230@gmail.com> wrote:

>
> Thanks so much for the prompt response. But I only found the instruction
> telling people how to use the formula not how to install the add-in. Is it
> possible that you can give me more direct guidance? Thanks a lot!
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
> >
> > Just exit EXCEL and follow the instructions in the overview documentation
> > from the "Documentation" folder of the FILES area.
> >
> > There are also several step-by-step instruction entries in the LINKS area
> > of the group, written by other people.
> >
> > On Tue, Jun 4, 2013 at 8:46 AM, Xin L <jgr1230@...> wrote:
> >
> > > Thanks a lot. I am pretty new to this function and I guess I need to
> > > install the add-in to my excel right? how can I do that?
>

Wed Jun 5, 2013 11:06 am (PDT) . Posted by:

"Mike Walker" papawalks19

Hi all,

Just wondering if there is a way to pull qualitative data (e.g. business description, company name, etc.) from ADVFN. I tried to follow this post (http://finance.groups.yahoo.com/group/smf_addin/message/18761), but was unsuccessful.

Thanks,
Mike

Wed Jun 5, 2013 11:28 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

I would grab the data from the main page. For example:

=RCHGetTableCell("http://www.advfn.com/p.php?pid=financials&symbol=MMM",1,"Company
Name:")
=RCHGetTableCell("http://www.advfn.com/p.php?pid=financials&symbol=MMM
",1,"Description:")

On Wed, Jun 5, 2013 at 10:54 AM, Mike Walker <michael.d.walk@gmail.com>wrote:

>
> Just wondering if there is a way to pull qualitative data (e.g. business
> description, company name, etc.) from ADVFN. I tried to follow this post (
> http://finance.groups.yahoo.com/group/smf_addin/message/18761), but was
> unsuccessful.
>

Wed Jun 5, 2013 12:48 pm (PDT) . Posted by:

"Mike Walker" papawalks19


Perfect, thanks Randy!
--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> I would grab the data from the main page. For example:
>
> =RCHGetTableCell("http://www.advfn.com/p.php?pid=financials&symbol=MMM",1,"Company
> Name:")
> =RCHGetTableCell("http://www.advfn.com/p.php?pid=financials&symbol=MMM
> ",1,"Description:")
>
> On Wed, Jun 5, 2013 at 10:54 AM, Mike Walker <michael.d.walk@...>wrote:
>
> >
> > Just wondering if there is a way to pull qualitative data (e.g. business
> > description, company name, etc.) from ADVFN. I tried to follow this post (
> > http://finance.groups.yahoo.com/group/smf_addin/message/18761), but was
> > unsuccessful.
> >
>

Wed Jun 5, 2013 2:26 pm (PDT) . Posted by:

"r r" student.umich1000

Hi Randy,

Thank you for your reply. Can you please advise on what function I can use to download the 13F data? the website i plan on using is http://whalewisdom.com/. Thanks.

Wed Jun 5, 2013 5:28 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Can't get them from that site, sorry. They don't have "bookmarkable&quot; URLs.

On Wed, Jun 5, 2013 at 2:26 PM, r r <student.umich1000@yahoo.com> wrote:

>
> Thank you for your reply. Can you please advise on what function I can use
> to download the 13F data? the website i plan on using is
> http://whalewisdom.com/. Thanks.
>

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