Senin, 08 Juli 2013

[smf_addin] Digest Number 2684

12 New Messages

Digest #2684
1b
Re: Adding description to each RCH functions by "Randy Harmelink" rharmelink
2a
Re: S&P Quality Ranking by "panda317" panda317
3a
Re: Index Quotes by "gshell422" gshell422
3c
Re: Index Quotes by "Randy Harmelink" rharmelink
4b
Re: TickerTrend in RCHGetYahooQuotes function by "Randy Harmelink" rharmelink
5a
6a
Re: Total return by "Shri" truebangalorean
6b
Re: Total return by "Randy Harmelink" rharmelink

Messages

Sun Jul 7, 2013 4:45 am (PDT) . Posted by:

"boo1712" boo1712

Hi all,
Thanks Randy for providing such a great addin free.

Just want to share something with you guys to improve the addin

We can add description to each RCH functions:

1.Open up the VBE (Alt+F11) and select anywhere within your Function code.
2.Now Push F2 to open the "Object Browser".
3.At the top of the Object Browser there are 2 drop down boxes. Click the top one and select "VBAProject".
4.You should now have all Modules and global Objects showing in the "Classes" box situated at the bottom of the Object Browser.
5.Click on the name of the Module that houses your UDF.
6.In the "Members of..." box to the right you should see the names of all Functions and Procedures within the selected Module.
7.Simply right click on the name of your UDF and select "Properties".
8.Type a description for your UDF, then click Ok and then Save.

After, we just need click on the "fx" button (button at the left to where we type in excel formula) to display the description typed for each RCH functions.

Sun Jul 7, 2013 10:22 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Doesn't work here, for EXCEL 2007. After I click properties, put in the
description, and click OK, it shows there. But if I open properties for the
same UDF again, immediately after, nothing is there. So it's not saving my
update.

On Sun, Jul 7, 2013 at 4:44 AM, boo1712 <boo1712@yahoo.co.uk> wrote:

> Hi all,
> Thanks Randy for providing such a great addin free.
>
> Just want to share something with you guys to improve the addin
>
> We can add description to each RCH functions:
>
> 1.Open up the VBE (Alt+F11) and select anywhere within your Function code.
> 2.Now Push F2 to open the "Object Browser".
> 3.At the top of the Object Browser there are 2 drop down boxes. Click the
> top one and select "VBAProject&quot;.
> 4.You should now have all Modules and global Objects showing in the
> "Classes" box situated at the bottom of the Object Browser.
> 5.Click on the name of the Module that houses your UDF.
> 6.In the "Members of..." box to the right you should see the names of all
> Functions and Procedures within the selected Module.
> 7.Simply right click on the name of your UDF and select "Properties&quot;.
> 8.Type a description for your UDF, then click Ok and then Save.
>
> After, we just need click on the "fx" button (button at the left to where
> we type in excel formula) to display the description typed for each RCH
> functions.
>

Sun Jul 7, 2013 10:55 pm (PDT) . Posted by:

"boo1712" boo1712


It works, I am also using excel 2007.
After inputting the description, need to save addin, close excel.
Open excel again and the description will be recorded.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Doesn't work here, for EXCEL 2007. After I click properties, put in the
> description, and click OK, it shows there. But if I open properties for the
> same UDF again, immediately after, nothing is there. So it's not saving my
> update.
>
> On Sun, Jul 7, 2013 at 4:44 AM, boo1712 <boo1712@...> wrote:
>
> > Hi all,
> > Thanks Randy for providing such a great addin free.
> >
> > Just want to share something with you guys to improve the addin
> >
> > We can add description to each RCH functions:
> >
> > 1.Open up the VBE (Alt+F11) and select anywhere within your Function code.
> > 2.Now Push F2 to open the "Object Browser".
> > 3.At the top of the Object Browser there are 2 drop down boxes. Click the
> > top one and select "VBAProject&quot;.
> > 4.You should now have all Modules and global Objects showing in the
> > "Classes" box situated at the bottom of the Object Browser.
> > 5.Click on the name of the Module that houses your UDF.
> > 6.In the "Members of..." box to the right you should see the names of all
> > Functions and Procedures within the selected Module.
> > 7.Simply right click on the name of your UDF and select "Properties&quot;.
> > 8.Type a description for your UDF, then click Ok and then Save.
> >
> > After, we just need click on the "fx" button (button at the left to where
> > we type in excel formula) to display the description typed for each RCH
> > functions.
> >
>

Sun Jul 7, 2013 6:17 am (PDT) . Posted by:

"panda317" panda317

sharebuilder has 'S&P Capital IQ Quality Ranking'

fidelity also has several 's&p ..." but nothing matching your request.

hth

--- In smf_addin@yahoogroups.com, Jacob Jose <pepecan47@...> wrote:
>
> Is there any website that I can pull, using the SMF Add-In, the "S&P Quality Ranking" and "S&P Credit Ranking" for a stock? 
>  
> Regards,
> Jose L. Jacob
>

Sun Jul 7, 2013 6:49 am (PDT) . Posted by:

"gshell422" gshell422

Thank you again. This is a great site. I have used MSN Money Stock Quote functions add in for years. Unfortunately MSN decided to quit supporting it, and it stopped functioning completely a few weeks ago. I'm evaluating solutions that I can automate an option evaluation spreadsheet that I use regularly. This SMF add in is certainly sufficiently robust to do what I need, although it seems quite a bit slower than the MSN Money Stock Quote functions.

I'd also like to get the change and %change for the indices, and when I edited your formula for the second table item,
=RCHGetTableCell("http://finance.yahoo.com/marketupdate/overview",2,">Dow")
It returns the change and %change as a single string '147.29(0.98%)
'. I could reformat it, but it seems to be not that elegant.

I tried using a different web page hoping that I could get better data, but all I cam up with was an error. How do you determine what cell number you want from a specific table on a specific web page? i.e.
=RCHGetTableCell("http://data.cnbc.com/quotes/.DJI",1,">djia")

The original source page (cnbc.com) HTML looks like:
<tr data-table-chart-symbol=.DJI data-table-chart-alt-symbol=.DJIA>
<td class="first text" data-field="symbol"><a href="http://data.cnbc.com/quotes/.DJI">DJIA</a></td>
<td data-field=last></td>
<td class="arrow" data-field="change_arrow&quot;><span class="icon unch">---</span></td>
<td data-field=change&gt;</td>
<td data-field=change_pct></td>
</tr>


--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Unfortunately, when MSN redesigned their print page last year, the changed
> the definition of "Last Price" to be the previous day's close.
>
> The Yahoo "Market Overview" page might be the easiest:
>
> =RCHGetTableCell("http://finance.yahoo.com/marketupdate/overview",1,">Dow")
> =RCHGetTableCell("http://finance.yahoo.com/marketupdate/overview
> ",1,">NASDAQ")
> =RCHGetTableCell("http://finance.yahoo.com/marketupdate/overview",1,">S&P
> 500")
>
> On Sat, Jul 6, 2013 at 12:58 PM, gshell422 <gshell422@...> wrote:
>
> > Thank you for the quick reply. I use the indices simply as a historical
> > reference in some of my files. I was able to get the ^IXIC and ^GSPC as you
> > suggested. I would note the ^DJI works perfectly fine directly on Yahoo's
> > web site. I then tried to get the DOW using:
> > =RCHGetElementNumber("$INDU",25). This returns a value of 14,988.55 from
> > MSN which is the 'previous close' from July 3, rather than the last price
> > of 15,135.84 (the close of July 5). Any suggestions?
> >
>

Sun Jul 7, 2013 7:57 am (PDT) . Posted by:

QUIKTDR

070713

Does anyone know of a source to find the ranges for AAPL weekly options from Jan 1, 2013 to present?

Thank you in advance.

JOSEPH

Sun Jul 7, 2013 8:03 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Change and % Change extraction from such pages is usually a problem,
because they color code the direction. That means you need to parse the
HTML code to check which color they are using to display the two numbers.
It would be easier to collect the previous day's closing price and compute
them, rather than to extract them.

You won't be able to extract the data from the CNBC page. The add-in grabs
the source code of a web page, and then extracts data from that source
code. In this case, CNBC doesn't have the data in the source code of the
web page, but place it on the web page dynamically AFTER the normal source
code is delivered. That's why when you look at the HTML code you sent,
there is no content in those table cells. It hasn't been placed there yet.

On Sun, Jul 7, 2013 at 6:49 AM, gshell422 <gshell422@yahoo.com> wrote:

> Thank you again. This is a great site. I have used MSN Money Stock Quote
> functions add in for years. Unfortunately MSN decided to quit supporting
> it, and it stopped functioning completely a few weeks ago. I'm evaluating
> solutions that I can automate an option evaluation spreadsheet that I use
> regularly. This SMF add in is certainly sufficiently robust to do what I
> need, although it seems quite a bit slower than the MSN Money Stock Quote
> functions.
>
> I'd also like to get the change and %change for the indices, and when I
> edited your formula for the second table item,
> =RCHGetTableCell("http://finance.yahoo.com/marketupdate/overview
> ",2,">Dow")
> It returns the change and %change as a single string '147.29(0.98%)
> '. I could reformat it, but it seems to be not that elegant.
>
> I tried using a different web page hoping that I could get better data,
> but all I cam up with was an error. How do you determine what cell number
> you want from a specific table on a specific web page? i.e.
> =RCHGetTableCell("http://data.cnbc.com/quotes/.DJI",1,">djia")
>
> The original source page (cnbc.com) HTML looks like:
>
>
>
>
>
> <tr data-table-chart-symbol=.DJI
> data-table-chart-alt-symbol=.DJIA>
>
> <td
> class="first text" data-field="symbol"><a href="
> http://data.cnbc.com/quotes/.DJI">DJIA</a></td>
>
>
> <td data-field=last></td>
>
>
>
>
> <td class="arrow" data-field="change_arrow&quot;><span class="icon
> unch">---</span></td>
>
>
> <td data-field=change&gt;</td>
>
>
>
>
> <td data-field=change_pct></td>
>
> </tr>
>

Sun Jul 7, 2013 8:25 pm (PDT) . Posted by:

"team1688" team1688

Dear Randy;
the RCHGetYahooQuotes for pitem= t7, ticker trend has the  +-+-=+  can the   be rid off? I believer the   was handled in the RCHGetElementNumber(..)
Warren

Sun Jul 7, 2013 10:27 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Not really. The RCHGetYahooQuotes() is just really a CSV file interpreter.
It doesn't look at the individual fields, and has no idea what each are. It
is just parsing the lines into fields based on whatever Yahoo sent.

What you can do is do your own SUBSTITUTE() function on the returned data,
and remove the non-breaking space HTML coded portion yourself.

On Sun, Jul 7, 2013 at 8:25 PM, team1688 <team1688@yahoo.com> wrote:

>
> the RCHGetYahooQuotes for pitem= t7, ticker trend has the +-+-=+ can the
> be rid off? I believer the was handled in the RCHGetElementNumber(..)
>

Sun Jul 7, 2013 10:06 pm (PDT) . Posted by:

"Lawrence" lawleesh

I have the same problem. If it does not run in Excel 2013, try running in Excel 2010. I did that and it works.

--- In smf_addin@yahoogroups.com, "nap1805" <nap1805@...> wrote:
>
> I have no issues with AdvFN-A. For example, =RCHGetElementNumber("MCD";,7811)returns a P/CF ratio of 19.
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@> wrote:
> >
> > Hmmm. I also get the message about the query returning no data. But I can
> > still access the web page with the add-in functions.
> >
> > The very fact you can bring up the web page in EXCEL means you don't have a
> > firewall preventing access to it.
> >
> > I'm really at a loss to explain why you can't access the Google data.
> >
> > Can you access AdvFN data? In the LINKS area of the group, there is an IE
> > setting that needs to be toggled to access AdvFN data. It could be the same
> > setting is preventing access to Google. But I'm grasping at straws for that.
> >
> > On Fri, Jun 21, 2013 at 3:48 PM, nap1805 <nap1805@> wrote:
> >
> > > I just get the value of "error". I am able to visit the website using
> > > Excel query and it looks normal but I am unable to import the date. I get a
> > > message from excel stating "This query returned no data..." This does not
> > > happen when I try to import data from yahoo.finance or others. I don't
> > > think I have a firewall. I will double check.
> > >
> >
>

Sun Jul 7, 2013 11:35 pm (PDT) . Posted by:

"Shri" truebangalorean

Randy,

I have been using Yahoo historical data as below with period = d or w or m. Is there a value that I can use to get all the historical dividends for an ETF?

=RCHGetYahooHistory(C2,C3,C4,C5,C6,C7,C8,C9,C10,C11,C12,C13)

Need to obtain historical dividend amount and ex-dividend dates so that I can compute the total return for an ETF.

Or if there is any better way to compute total return, then please let me know. For some reason Morning star total return template did not work while other templates were fine.

Thanks much for all the valuable service you offer..

Shri

-----------------------------------------
--- In smf_addin@yahoogroups.com, paul messerschmidt <financepaul@...> wrote:
>
> be careful about just plugging data for a total return calculation.
>
> there are several assumptions and calculations that may not be
> representative of real-world events.
>
> > the day a stock goes ex-div, may not be the day the dividend gets paid.
> (e.g., SPY) the delay can be upwards of 30-days -- or more.
>
> http://www.dividendinvestor.com/?chk=ecc2b1309874364&symbol=spy&submit=GO
>
> <http://www.dividendinvestor.com/?chk=ecc2b1309874364&symbol=spy&submit=GO>SPY
> ex-div = 17june; div payment = 29july
>
> how do you treat this six week spread of price appreciation without the
> dividend or dividend payment?
>
> > when the dividend does get paid, what assumptions are made regarding the
> dividend reinvestment price (open, mid, close, vwap)?
>
> > do you include commissions on the reinvestment?
>
> > how do you handle fractional shares? (e.g., hold in cash at 0% interest
> until you can purchase and integral number of shares -- in an odd-lot)
>
>
> do your own homework...
>
> On Mon, Jul 4, 2011 at 11:00 PM, chaim422 <chaim422@...> wrote:
>
> > **
> >
> >
> > How do you calculate total return (including dividends) between 2 dates?
> >
> >
> >
>
>
>
> --
> -----------------------------------------
> Paul Messerschmidt
> paul.messerschmidt (skype)
> +1-813-334-8682 (mobile)
>

Mon Jul 8, 2013 1:01 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Check the documentation. I think a period of "v" is for the dividend
history.

However, for total return, I usually just use the smfPricesByDates()
function to get the necessary dates. Since it returns adjusted closing
prices, their difference or ratio will be a total return figure including
dividends.

On Sun, Jul 7, 2013 at 11:35 PM, Shri <truebangalorean@yahoo.com> wrote:

>
> I have been using Yahoo historical data as below with period = d or w or
> m. Is there a value that I can use to get all the historical dividends for
> an ETF?
>
> =RCHGetYahooHistory(C2,C3,C4,C5,C6,C7,C8,C9,C10,C11,C12,C13)
>
> Need to obtain historical dividend amount and ex-dividend dates so that I
> can compute the total return for an ETF.
>
> Or if there is any better way to compute total return, then please let me
> know. For some reason Morning star total return template did not work while
> other templates were fine.
>

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