Selasa, 23 Juli 2013

[smf_addin] Digest Number 2705

9 New Messages

Digest #2705
2a
Option Delta by "Jack" jfollick@prodigy.net
2b
Re: Option Delta by "Randy Harmelink" rharmelink
3a
Historical Quotes Automatic Update by "Frahman02" Frahman02
3b
Re: Historical Quotes Automatic Update by "Randy Harmelink" rharmelink
4a
10 Year dates; Historic Price to Sales Ratios? by "jtravisano2002" jtravisano2002
4b

Messages

Mon Jul 22, 2013 11:10 am (PDT) . Posted by:

"Kermit W. Prather" kermitpra


The documentation shows the below to retrieve a single date with adjusted
close.

=RCHGetYahooHistory("IBM",2007,1,3,2007,1,3,,"A",0)

I tried several versions leaving the "A" out but I still get the adjusted
closing price.

How do I get the unadjusted close for the dates below?

For my spreadsheet I need the unadjusted price.
I am trying to calculate the total percent profit if one had brought the
stock and held it
Between those dates.

I, also, tried the example below which also returns the adjusted price.
Cell N3 has the correct price only because there are no adjustment after
that date.
Cell O4 has the adjusted price. The actual price on that date was 16.64 not
6.41




L3
M3
N3
O3

Last Payout Date
First Payout Date
Close at Last dividend issued
Close at First dividend issue

6/26/2013
6/30/2008
22.41
6.41

Cell N3 contains =smfPricesByDates($F3, $L3)

Cell O3 contains =smfPricesByDates(F3,M3)

Mon Jul 22, 2013 11:38 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

All you had to do was change the "A" to a "C":

=RCHGetYahooHistory("IBM",2007,1,3,2007,1,3,,"C",0)

But, actually, if you are looking for the total return between two dates,
you *DO* want the adjusted prices. Because the adjusted prices will include
the effect of dividends, which you would be receiving if you held the stock
between the two dates.

The best way to do total returns between dates is to use the
smfPricesByDates() function because you can get all of the adjusted closing
prices for those dates in a single Internet access. Otherwise, the
RCHGetYahooHistory() function requires one Internet access for each price.

On Mon, Jul 22, 2013 at 11:10 AM, Kermit W. Prather <kermitp@tampabay.rr.com
> wrote:

> ** **
>
> The documentation shows the below to retrieve a single date with adjusted
> close.****
>
> ** **
>
> =RCHGetYahooHistory("IBM",2007,1,3,2007,1,3,,"A",0)****
>
> ** **
>
> I tried several versions leaving the "A" out but I still get the adjusted
> closing price. ****
>
> ** **
>
> How do I get the unadjusted close for the dates below? ****
>
> ** **
>
> For my spreadsheet I need the unadjusted price. ****
>
> I am trying to calculate the total percent profit if one had brought the
> stock and held it****
>
> Between those dates. ****
>
> ** **
>
> I, also, tried the example below which also returns the adjusted price.***
> *
>
> Cell N3 has the correct price only because there are no adjustment after
> that date. ****
>
> Cell O4 has the adjusted price. The actual price on that date was 16.64
> not 6.41****
>
> ** **
>
> ** **
>
> ** **
>
> *L3*
>
> *M3*
>
> *N3*
>
> *O3*
>
> *Last Payout Date*
>
> *First Payout Date *
>
> *Close at Last dividend issued*
>
> *Close at First dividend issue*
>
> 6/26/2013****
>
> 6/30/2008****
>
> 22.41****
>
> 6.41****
>
> ** **
>
> Cell N3 contains =smfPricesByDates($F3, $L3)****
>
> ** **
>
> Cell O3 contains =smfPricesByDates(F3,M3)****
>
>
>
>

Mon Jul 22, 2013 4:18 pm (PDT) . Posted by:

"Kermit W. Prather" kermitpra

Thanks, I got it right finally. Next time I'll remember the "C".

I really don't want the price adjusted. I am calculating the total profit based on the hold period plus the dividend payouts.

What might mess me up is if there are stocks splits. Otherwise, I am okay.

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Monday, July 22, 2013 2:38 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] How do I get the unadjusted closing price for a given date?


All you had to do was change the "A" to a "C":

=RCHGetYahooHistory("IBM",2007,1,3,2007,1,3,,"C",0)

But, actually, if you are looking for the total return between two dates, you *DO* want the adjusted prices. Because the adjusted prices will include the effect of dividends, which you would be receiving if you held the stock between the two dates.

The best way to do total returns between dates is to use the smfPricesByDates() function because you can get all of the adjusted closing prices for those dates in a single Internet access. Otherwise, the RCHGetYahooHistory() function requires one Internet access for each price.
On Mon, Jul 22, 2013 at 11:10 AM, Kermit W. Prather <kermitp@tampabay.rr.com> wrote:

The documentation shows the below to retrieve a single date with adjusted close.

=RCHGetYahooHistory("IBM",2007,1,3,2007,1,3,,"A",0)

I tried several versions leaving the "A" out but I still get the adjusted closing price.

How do I get the unadjusted close for the dates below?

For my spreadsheet I need the unadjusted price.
I am trying to calculate the total percent profit if one had brought the stock and held it
Between those dates.

I, also, tried the example below which also returns the adjusted price.
Cell N3 has the correct price only because there are no adjustment after that date.
Cell O4 has the adjusted price. The actual price on that date was 16.64 not 6.41




L3
M3
N3
O3

Last Payout Date
First Payout Date
Close at Last dividend issued
Close at First dividend issue

6/26/2013
6/30/2008
22.41
6.41

Cell N3 contains =smfPricesByDates($F3, $L3)

Cell O3 contains =smfPricesByDates(F3,M3)


Mon Jul 22, 2013 1:08 pm (PDT) . Posted by:

"Jack" jfollick@prodigy.net

Randy,

How do you use the smfGetYahooOptionQuote function to get the delta for an option? Or do you have use some other function?

Thanks very much for all the effort that you put into creating and maintaining these tools.

Jack Follick

Mon Jul 22, 2013 1:11 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Yahoo doesn't have Delta values available for options.

Take a look at the documentation for smfGetOptionQuotes(). If I remember
correctly, OptionsXPress is the only data source that offers Delta.

On Mon, Jul 22, 2013 at 12:57 PM, Jack <jfollick@prodigy.net> wrote:

>
> How do you use the smfGetYahooOptionQuote function to get the delta for an
> option? Or do you have use some other function?
>

Mon Jul 22, 2013 2:41 pm (PDT) . Posted by:

"Frahman02" Frahman02

First off, thanks for the terrific software! This is exactly what I've
been looking for!

I'm trying to modify one of the RCHGetYahooHistory templates to update
itself with the latest daily data whenever I open it and running into
some trouble. In the year, month and day end-date cells, I've tried
entering =Today() and using all variants of custom formats for yyyy, mm,
and dd. Though it displays correctly on the screen, the function only
produces #NUM! errors throughout the array. When I manually enter the
date information, everything works perfectly.

Past messages on the group site refer to auto updating in this manner,
so I'm certain I'm missing something simple here. Unfortunately, I
haven't had any luck finding the solution.

Thanks,

Eric

Mon Jul 22, 2013 2:53 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

It should update automatically whenever you open the workbook, without
making it a volatile function.

And if you're always getting historical data up to the current date, you
don't need to specify any dates.

In any case, you would need to use the YEAR(), MONTH() and DAY() functions.
For example:

=RCHGetYahooHistory("MMM",YEAR(TODAY())-1,MONTH(TODAY()),DAY(TODAY()),YEAR(TODAY()),MONTH(TODAY()),DAY(TODAY()))

But this gives me the same results, as long as I use less than about 255
rows:

=RCHGetYahooHistory("MMM")

When I want to update the add-in functions in my workbooks, I use the
smfForceRecalculation macro -- for details on it, check the LINKS area of
the group.

On Mon, Jul 22, 2013 at 2:12 PM, Frahman02 <eric.frahm2@gmail.com> wrote:

> First off, thanks for the terrific software! This is exactly what I've
> been looking for!
>
> I'm trying to modify one of the RCHGetYahooHistory templates to update
> itself with the latest daily data whenever I open it and running into
> some trouble. In the year, month and day end-date cells, I've tried
> entering =Today() and using all variants of custom formats for yyyy, mm,
> and dd. Though it displays correctly on the screen, the function only
> produces #NUM! errors throughout the array. When I manually enter the
> date information, everything works perfectly.
>
> Past messages on the group site refer to auto updating in this manner,
> so I'm certain I'm missing something simple here. Unfortunately, I
> haven't had any luck finding the solution.
>

Mon Jul 22, 2013 8:01 pm (PDT) . Posted by:

"jtravisano2002" jtravisano2002

Hello,

I'm using the RCHGetElementNumber()function to retrieve values. It appears that the MSN elements are dead. I read in one of the threads there was a site redesign. Is that why these elements no longer work?

I was hoping to use the MSN elements because I was interested in some of the 10 year data values.

Is there another way to retrieve the last 10 years of price to sales data?

Is there a way to grab the date values for each year so the dates dynamically update?

Thank you,
Jake

Mon Jul 22, 2013 9:00 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Which 10-year MSN items are you talking about? I just tried this workbook
from the FILES area and it worked fine for me:

SMF-Template-MSN-10-Year-Summaries.xls

Are you using an older version of the add-in, or have old element
definitions for MSN? I did have to change MSN element definitions last year
(they seem to go through some type of redesign EVERY dang year).

I believe AdvFN has price to sale ratios back 10 years.

I'm not sure what date values you are referring to.

On Mon, Jul 22, 2013 at 8:01 PM, jtravisano2002
<jacob.travisano@gmail.com>wrote:

>
> I'm using the RCHGetElementNumber()function to retrieve values. It
> appears that the MSN elements are dead. I read in one of the threads there
> was a site redesign. Is that why these elements no longer work?
>
> I was hoping to use the MSN elements because I was interested in some of
> the 10 year data values.
>
> Is there another way to retrieve the last 10 years of price to sales data?
>
> Is there a way to grab the date values for each year so the dates
> dynamically update?
>

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