15 New Messages
Digest #2767
Messages
Tue Sep 10, 2013 1:35 am (PDT) . Posted by:
"Randy Harmelink" rharmelink
If AdvFN doesn't get its act together, I guess it will either be
MorningStar or GuruFocus.
I have no opinion one way or the other about Jae Jun's offer...
Most of my usage of financial statements history is in Portfolio123
screening. Other than that, I mainly use the most current quarter
statement. So I don't have a lot of experience in using history.
On Mon, Sep 9, 2013 at 8:15 PM, Deborah <dcharlotte99@yahoo.com> wrote:
> Randy - now that it's looking like AdvFN will not be a good long-term
> solution to pull in 10 years of financial data, do you know of an
> alternative?
>
> I saw the post Jae Jun made about his monthly subscription offer, wonder
> what you think of that or do you know of a free (or less expensive)
> alternative. I'm still a small-time investor.
>
> Is Morningstar an alternative? I need 10 years of financial statement
> data to do my analysis, and believe they have it.
>
> Thanks much for creating and supporting SMF Add-in, I've really enjoyed
> using it over the last few years.
>
MorningStar or GuruFocus.
I have no opinion one way or the other about Jae Jun's offer...
Most of my usage of financial statements history is in Portfolio123
screening. Other than that, I mainly use the most current quarter
statement. So I don't have a lot of experience in using history.
On Mon, Sep 9, 2013 at 8:15 PM, Deborah <dcharlotte99@
> Randy - now that it's looking like AdvFN will not be a good long-term
> solution to pull in 10 years of financial data, do you know of an
> alternative?
>
> I saw the post Jae Jun made about his monthly subscription offer, wonder
> what you think of that or do you know of a free (or less expensive)
> alternative. I'm still a small-time investor.
>
> Is Morningstar an alternative? I need 10 years of financial statement
> data to do my analysis, and believe they have it.
>
> Thanks much for creating and supporting SMF Add-in, I've really enjoyed
> using it over the last few years.
>
Tue Sep 10, 2013 5:36 am (PDT) . Posted by:
"Randy Harmelink" rharmelink
It's not the number 11, it's a lower case L with a 1 (possibly as in "Last
one" for last traded price?). Since the number 11 isn't a valid Yahoo code,
it returns the symbol for it, once for each of the "1" characters.
On Mon, Sep 9, 2013 at 7:32 PM, Jim Ranum <amt2100@gmail.com> wrote:
>
>
> Well, I spoke too soon.****
>
> ** **
>
> I'm trying to follow the guidance in your "little template" message on
> 7/28/2006 and for some reason, the first 2 columns repeat the ticker twice.
> The way I see it, the A column are my inputs and the RCHGetYahooQuotes
> should start in column B with numbers, no ticker at all.****
>
> And the numbers are shifted over 1 column, not under the coded column. The
> Price (code 11) isn't showing up at all.****
>
> ** **
>
> Screenshot here:****
>
> ****
>
> ** **
>
> What did I do wrong?****
>
>
one" for last traded price?). Since the number 11 isn't a valid Yahoo code,
it returns the symbol for it, once for each of the "1" characters.
On Mon, Sep 9, 2013 at 7:32 PM, Jim Ranum <amt2100@gmail.
>
>
> Well, I spoke too soon.****
>
> ** **
>
> I'm trying to follow the guidance in your "little template" message on
> 7/28/2006 and for some reason, the first 2 columns repeat the ticker twice.
> The way I see it, the A column are my inputs and the RCHGetYahooQuotes
> should start in column B with numbers, no ticker at all.****
>
> And the numbers are shifted over 1 column, not under the coded column. The
> Price (code 11) isn't showing up at all.****
>
> ** **
>
> Screenshot here:****
>
> ****
>
> ** **
>
> What did I do wrong?****
>
>
Tue Sep 10, 2013 6:08 am (PDT) . Posted by:
"Kermit W. Prather" kermitpra
Randy is right. What I suggested was based on a belief that it was a single request.
If you are retrieving multiple request there are a lot better solutions.
I'd would always take Randy's solution over anyone else's
Good luck
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Jim Ranum
Sent: Monday, September 09, 2013 9:51 PM
To: smf_addin@yahoogroups.com
Subject: RE: [smf_addin] basic quote
Thanks Randy.
Little by little, making more sense of this.
Jim
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Monday, September 09, 2013 10:51 AM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] basic quote
Don't do that unless you want a volatile formula. It will recalculate anytime something changes in the workbook, and be VERY slow if you have a number of them.
Instead:
=RCHGetYahooQuotes(A2, "l1")
Check the documentation of that function for available Yahoo codes for various data items.
Note that a large number of the above formulas will also makes your worksheet slow. That's when you want to array-enter the formula as a table -- so everything in the table is retrieved with a single Internet access, instead of each individual formula needing an Internet access.
On Mon, Sep 9, 2013 at 7:08 AM, Kermit W. Prather <kermitp@tampabay.rr.com> wrote:
=smfPricesByDates(B2, TODAY()) where ticker symbol is in cell B2
If you are retrieving multiple request there are a lot better solutions.
I'd would always take Randy's solution over anyone else's
Good luck
From: smf_addin@yahoogrou
Sent: Monday, September 09, 2013 9:51 PM
To: smf_addin@yahoogrou
Subject: RE: [smf_addin] basic quote
Thanks Randy.
Little by little, making more sense of this.
Jim
From: smf_addin@yahoogrou
Sent: Monday, September 09, 2013 10:51 AM
To: smf_addin@yahoogrou
Subject: Re: [smf_addin] basic quote
Don't do that unless you want a volatile formula. It will recalculate anytime something changes in the workbook, and be VERY slow if you have a number of them.
Instead:
=RCHGetYahooQuotes(
Check the documentation of that function for available Yahoo codes for various data items.
Note that a large number of the above formulas will also makes your worksheet slow. That's when you want to array-enter the formula as a table -- so everything in the table is retrieved with a single Internet access, instead of each individual formula needing an Internet access.
On Mon, Sep 9, 2013 at 7:08 AM, Kermit W. Prather <kermitp@tampabay.
=smfPricesByDates(
Tue Sep 10, 2013 7:22 am (PDT) . Posted by:
"Jim Ranum" amt2100
Good lord.
Never would have figured that out.
Thanks,
Jim
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Tuesday, September 10, 2013 8:36 AM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] basic quote
It's not the number 11, it's a lower case L with a 1 (possibly as in "Last one" for last traded price?). Since the number 11 isn't a valid Yahoo code, it returns the symbol for it, once for each of the "1" characters.
On Mon, Sep 9, 2013 at 7:32 PM, Jim Ranum <amt2100@gmail.com> wrote:
Well, I spoke too soon.
I'm trying to follow the guidance in your "little template" message on 7/28/2006 and for some reason, the first 2 columns repeat the ticker twice. The way I see it, the A column are my inputs and the RCHGetYahooQuotes should start in column B with numbers, no ticker at all.
And the numbers are shifted over 1 column, not under the coded column. The Price (code 11) isn't showing up at all.
Screenshot here:
What did I do wrong?
Never would have figured that out.
Thanks,
Jim
From: smf_addin@yahoogrou
Sent: Tuesday, September 10, 2013 8:36 AM
To: smf_addin@yahoogrou
Subject: Re: [smf_addin] basic quote
It's not the number 11, it's a lower case L with a 1 (possibly as in "Last one" for last traded price?). Since the number 11 isn't a valid Yahoo code, it returns the symbol for it, once for each of the "1" characters.
On Mon, Sep 9, 2013 at 7:32 PM, Jim Ranum <amt2100@gmail.
Well, I spoke too soon.
I'm trying to follow the guidance in your "little template" message on 7/28/2006 and for some reason, the first 2 columns repeat the ticker twice. The way I see it, the A column are my inputs and the RCHGetYahooQuotes should start in column B with numbers, no ticker at all.
And the numbers are shifted over 1 column, not under the coded column. The Price (code 11) isn't showing up at all.
Screenshot here:
What did I do wrong?
Tue Sep 10, 2013 7:52 am (PDT) . Posted by:
"Martin Topper" mtopper
Jim
Try l1 (thats lower case L and number 1, not the number 11) as the price code. That should also fix your missing column and column shift problem.
Marty
________________________________
From: Jim Ranum <amt2100@gmail.com>
To: smf_addin@yahoogroups.com
Sent: Monday, September 9, 2013 10:32 PM
Subject: RE: [smf_addin] basic quote
Well, I spoke too soon.
I'm trying to follow the guidance in your "little template" message on 7/28/2006 and for some reason, the first 2 columns repeat the ticker twice. The way I see it, the A column are my inputs and the RCHGetYahooQuotes should start in column B with numbers, no ticker at all.
And the numbers are shifted over 1 column, not under the coded column. The Price (code 11) isn't showing up at all.
Screenshot here:
What did I do wrong?
Thanks,
Jim
From:Jim Ranum [mailto:amt2100@gmail.com]
Sent: Monday, September 09, 2013 9:51 PM
To: 'smf_addin@yahoogroups.com'
Subject: RE: [smf_addin] basic quote
Thanks Randy.
Little by little, making more sense of this.
Jim
From:smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Monday, September 09, 2013 10:51 AM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] basic quote
Don't do that unless you want a volatile formula. It will recalculate anytime something changes in the workbook, and be VERY slow if you have a number of them.
Instead:
=RCHGetYahooQuotes(A2, "l1")
Check the documentation of that function for available Yahoo codes for various data items.
Note that a large number of the above formulas will also makes your worksheet slow. That's when you want to array-enter the formula as a table -- so everything in the table is retrieved with a single Internet access, instead of each individual formula needing an Internet access.
On Mon, Sep 9, 2013 at 7:08 AM, Kermit W. Prather <kermitp@tampabay.rr.com> wrote:
=smfPricesByDates(B2, TODAY()) where ticker symbol is in cell B2
Try l1 (thats lower case L and number 1, not the number 11) as the price code. That should also fix your missing column and column shift problem.
Marty
____________
From: Jim Ranum <amt2100@gmail.
To: smf_addin@yahoogrou
Sent: Monday, September 9, 2013 10:32 PM
Subject: RE: [smf_addin] basic quote
Well, I spoke too soon.
I'm trying to follow the guidance in your "little template" message on 7/28/2006 and for some reason, the first 2 columns repeat the ticker twice. The way I see it, the A column are my inputs and the RCHGetYahooQuotes should start in column B with numbers, no ticker at all.
And the numbers are shifted over 1 column, not under the coded column. The Price (code 11) isn't showing up at all.
Screenshot here:
What did I do wrong?
Thanks,
Jim
From:Jim Ranum [mailto:amt2100@gmail.
Sent: Monday, September 09, 2013 9:51 PM
To: 'smf_addin@
Subject: RE: [smf_addin] basic quote
Thanks Randy.
Little by little, making more sense of this.
Jim
From:smf_addin@yahoogrou
Sent: Monday, September 09, 2013 10:51 AM
To: smf_addin@yahoogrou
Subject: Re: [smf_addin] basic quote
Don't do that unless you want a volatile formula. It will recalculate anytime something changes in the workbook, and be VERY slow if you have a number of them.
Instead:
=RCHGetYahooQuotes(
Check the documentation of that function for available Yahoo codes for various data items.
Note that a large number of the above formulas will also makes your worksheet slow. That's when you want to array-enter the formula as a table -- so everything in the table is retrieved with a single Internet access, instead of each individual formula needing an Internet access.
On Mon, Sep 9, 2013 at 7:08 AM, Kermit W. Prather <kermitp@tampabay.
=smfPricesByDates(
Tue Sep 10, 2013 11:02 am (PDT) . Posted by:
"Jim Ranum" amt2100
Hi again,
It is working fine, but it appears that the list of codes in the documentation may have changed. Some of these numbers are not jiving with the associated column info. How does one find or figure out the "code"? Is there a way to look at the web page or does yahoo have a web page they supply this info? How did you get them? It has been many years since that list was generated. It says on there "Here is a table listing the most commonly used data codes:"
I would like to see all of them, in case there are some uncommon ones of interest.
Also, I still have columns of data showing up beyond my list of inquiries. What causes that? What is that info?
Thanks,
Jim
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Tuesday, September 10, 2013 8:36 AM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] basic quote
It's not the number 11, it's a lower case L with a 1 (possibly as in "Last one" for last traded price?). Since the number 11 isn't a valid Yahoo code, it returns the symbol for it, once for each of the "1" characters.
On Mon, Sep 9, 2013 at 7:32 PM, Jim Ranum <amt2100@gmail.com> wrote:
Well, I spoke too soon.
I'm trying to follow the guidance in your "little template" message on 7/28/2006 and for some reason, the first 2 columns repeat the ticker twice. The way I see it, the A column are my inputs and the RCHGetYahooQuotes should start in column B with numbers, no ticker at all.
And the numbers are shifted over 1 column, not under the coded column. The Price (code 11) isn't showing up at all.
It is working fine, but it appears that the list of codes in the documentation may have changed. Some of these numbers are not jiving with the associated column info. How does one find or figure out the "code"? Is there a way to look at the web page or does yahoo have a web page they supply this info? How did you get them? It has been many years since that list was generated. It says on there "Here is a table listing the most commonly used data codes:"
I would like to see all of them, in case there are some uncommon ones of interest.
Also, I still have columns of data showing up beyond my list of inquiries. What causes that? What is that info?
Thanks,
Jim
From: smf_addin@yahoogrou
Sent: Tuesday, September 10, 2013 8:36 AM
To: smf_addin@yahoogrou
Subject: Re: [smf_addin] basic quote
It's not the number 11, it's a lower case L with a 1 (possibly as in "Last one" for last traded price?). Since the number 11 isn't a valid Yahoo code, it returns the symbol for it, once for each of the "1" characters.
On Mon, Sep 9, 2013 at 7:32 PM, Jim Ranum <amt2100@gmail.
Well, I spoke too soon.
I'm trying to follow the guidance in your "little template" message on 7/28/2006 and for some reason, the first 2 columns repeat the ticker twice. The way I see it, the A column are my inputs and the RCHGetYahooQuotes should start in column B with numbers, no ticker at all.
And the numbers are shifted over 1 column, not under the coded column. The Price (code 11) isn't showing up at all.
Tue Sep 10, 2013 6:32 am (PDT) . Posted by:
petekoch
I have uploaded a new version of the workbook. It's only a
temporary version until AdvFN completes its changes. Altman
Z-Scores don't work yet and the Piotroski scores are NOT for the
most recent quarter. It doesn't look like AdvFN has quarterly
financial statements working properly yet.
temporary version until AdvFN completes its changes. Altman
Z-Scores don't work yet and the Piotroski scores are NOT for the
most recent quarter. It doesn't look like AdvFN has quarterly
financial statements working properly yet.
Tue Sep 10, 2013 10:22 am (PDT) . Posted by:
"DefelRadar" DefelRadar
Randy - didn't know if you knew or not but I think fulldisclosure.com (formerly earnings.com) is either temporary down or has been shuttered. I believe you get alot of your earnings info from that site as do I. Got any suggestions as to where to go now?
Thanks - Defel
Thanks - Defel
Tue Sep 10, 2013 10:31 am (PDT) . Posted by:
"Randy Harmelink" rharmelink
It was mentioned yesterday that it had disappeared (again!). Actually, I
don't use it myself. I'm not aware of any replacement for the earnings info.
On Tue, Sep 10, 2013 at 10:21 AM, DefelRadar <defelradar@yahoo.com> wrote:
> Randy - didn't know if you knew or not but I think fulldisclosure.com(formerly
> earnings.com) is either temporary down or has been shuttered. I believe
> you get alot of your earnings info from that site as do I. Got any
> suggestions as to where to go now?
>
don't use it myself. I'm not aware of any replacement for the earnings info.
On Tue, Sep 10, 2013 at 10:21 AM, DefelRadar <defelradar@yahoo.
> Randy - didn't know if you knew or not but I think fulldisclosure.
> earnings.com) is either temporary down or has been shuttered. I believe
> you get alot of your earnings info from that site as do I. Got any
> suggestions as to where to go now?
>
Tue Sep 10, 2013 10:37 am (PDT) . Posted by:
"Kermit W. Prather" kermitpra
Randy, it appears fulldisclosure.com is no longer there. At least I could not find it. Tried several searches and all come back "This page can't be disdplayed"
It appears they have it now on Reuters.com or it never left
http://www.reuters.com/finance/stocks/financialHighlights?symbol=IBM.N
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Sunday, September 01, 2013 11:39 PM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Error in RCHGetElementNumber 1421-1512
The earnings.com website no longer exists. It was moved to fulldisclosure.com. You can find the new element definition file in the "Works in Progress" folder:
smf-elements-8.txt
You should replace that file in your add-in folder when EXCEL is not up and running.
On Sun, Sep 1, 2013 at 8:32 PM, <jsmanzi13@gmail.com> wrote:
I have been trying to pull some dividend data for stocks however I get an error message when I try to use the RCHGetElementNumber. Any help would be appreciated. Thank you.
It appears they have it now on Reuters.com or it never left
http://www.reuters.
From: smf_addin@yahoogrou
Sent: Sunday, September 01, 2013 11:39 PM
To: smf_addin@yahoogrou
Subject: Re: [smf_addin] Error in RCHGetElementNumber 1421-1512
The earnings.com website no longer exists. It was moved to fulldisclosure.
smf-elements-
You should replace that file in your add-in folder when EXCEL is not up and running.
On Sun, Sep 1, 2013 at 8:32 PM, <jsmanzi13@gmail.
I have been trying to pull some dividend data for stocks however I get an error message when I try to use the RCHGetElementNumber
Tue Sep 10, 2013 10:53 am (PDT) . Posted by:
"Randy Harmelink" rharmelink
You're the third person since yesterday to mention it's gone.
But I don't see anything comparable at the URL you cited.
On Tue, Sep 10, 2013 at 10:37 AM, Kermit W. Prather <kermitp@tampabay.rr.com
> wrote:
>
> Randy, it appears fulldisclosure.com is no longer there. At least I could
> not find it. Tried several searches and all come back "This page can't be
> disdplayed" ****
>
> ** **
>
> It appears they have it now on Reuters.com or it never left****
>
>
> http://www.reuters.com/finance/stocks/financialHighlights?symbol=IBM.N ***
> *
>
>
>
But I don't see anything comparable at the URL you cited.
On Tue, Sep 10, 2013 at 10:37 AM, Kermit W. Prather <kermitp@tampabay.
> wrote:
>
> Randy, it appears fulldisclosure.
> not find it. Tried several searches and all come back "This page can't be
> disdplayed" ****
>
> ** **
>
> It appears they have it now on Reuters.com or it never left****
>
>
> http://www.reuters.
> *
>
>
>
Tue Sep 10, 2013 10:48 am (PDT) . Posted by:
gbullr
I am looking to download the file that opens up when you click
this link:
http://www.globalxfunds.com/fundholdings_excel.php?fund_id=20764
automatically.
Is it possible to use the smfgetcsv() function?
Thank you very much.
this link:
http://www.globalxf
automatically.
Is it possible to use the smfgetcsv() function?
Thank you very much.
Tue Sep 10, 2013 12:54 pm (PDT) . Posted by:
"raiders8112" raiders8112
Has anyone else noticed that some of the data on Gurufocus appears to be incorrect? I am specifically talking about Accounts Payable from the Balance Sheet. For example, INTC's 2012 AP on all other sites is listed as $3023 (in millions) on Gurufocus it is listed as $7253. Am I missing something? I'm trying to create a DCF model where changes in working capital is needed to determine free cash flow so I feel it is pretty important to have a reliable number. I'm not sure if other data is off, but AP is. I tried for a few other tickers as well and I found the same thing.
Also, has anyone created a model to retrieve 5 years worth of data from Morningstar?
Thanks.
Also, has anyone created a model to retrieve 5 years worth of data from Morningstar?
Thanks.
Tue Sep 10, 2013 1:56 pm (PDT) . Posted by:
luca.mantilero
For an example with
http://it.advfn.
e=company_data it's working...
--- In smf_addin@yahoogrou
I think Jea's idea is great. I would sign up for it.
--- In smf_addin@yahoogrou
wrote:
>
>
>
> This is for you if you are in need of financial data to import
into your spreadsheet.
>
> I am very grateful to Randy for his amazing add-in and I used
it primarily for many years and built a lot of spreadsheets out
of it.
>
> But last year, websites started to change designs to become
more dynamic and used less tables which meant data couldn't be
pulled. I figured that sooner than later, scraping data was going
to become difficult.
>
> Seems like this situation is very close.
>
> My name is Jae Jun and I run a website (oldschoolvalue.
with a subscription to my own data feed for my stock analyzer
product. It downloads and imports all the financial data along
with valuation models and the works. You can use the SMF add-in
along with the spreadsheet without any issues.
>
> But here's the deal. Until I started paying for the data, I
didn't realize how expensive it was.
>
> With Randy's permission, if you are interested in accessing
JUST the financial statements (downloads 10 annual statements and
5 quarterly numbers) without worrying about websites screwing up,
then I can create a barebones version of my spreadsheet and offer
it to SMF members ONLY. Think of it as a template.
>
> There will be a subscription price associated with it.
> Discounted of course because it was thanks to Randy for giving
me the idea in the first place. Cost will likely be $20/month
which is peanuts compared to the time and headache you will save
yourself.
>
> Below is a sample excel file of what I'm talking about. You get
the full financial statements, just like you did with advfn
before all these changes.
>
>
http://oldschoolval
le_Stock_Analyzer_
<http://oldschoolval
ple_Stock_Analyzer_
>
> If Randy doesn't like the idea of selling on his group, then I
apologize and won't bring it up again. Just think that this will
be a good long-term solution to the current problems.
>
> If Randy is ok with it and there is enough people who are
interested, then I will try to set up everything to make it
happen.
>
> Before I post any more details, I'll see what Randy and you all
think.
>
>
>
> --- In smf_addin@yahoogrou
<kermitp@
> >
> > Folks, I think we have pretty well established that ADVFN
site is not
> > working.
> >
> > I don't think we need any more posting to tell us what we
already know.
> >
> > Come to think of it, we probably don't need my posting
either.
> >
> > Have a nice day, everyone
> >
> > Kermit
> >
> > -----Original Message-----
> > From: smf_addin@yahoogrou
[mailto:smf_addin@yahoogrou
> > Of codyklein
> > Sent: Wednesday, August 28, 2013 7:26 PM
> > To: smf_addin@yahoogrou
> > Subject: [smf_addin] Re: Advfn data not updating in smf_addin
> >
> > The new site is disappointing IMO. Heres a peek at FTR:
> >
http://www.advfn.
ons-corp-mm
<http://www.advfn.
ions-corp-mm>
> > -FTR/full-financial
> >
> >
> > --- In smf_addin@yahoogrou
wrote:
> > >
> > > The ADVFN site isn't even working right if you try and go
back to get
> > annual data starting in 2003 or so it takes you to the wrong
page, it kicks
> > you back to the summary page.
> > >
> >
> >
> >
> >
> > ------------
> >
> > Yahoo! Groups Links
> >
>
Tue Sep 10, 2013 1:59 pm (PDT) . Posted by:
"Randy Harmelink" rharmelink
That one is not working either. Use the drop-down box to look at earlier
annual periods and you'll end up on the main page for the company instead
of seeing other annual periods.
On Tue, Sep 10, 2013 at 1:42 PM, <luca.mantilero@yahoo.it> wrote:
> For an example with
> http://it.advfn.com/mercati/LS/NKE/bilanci?btn=annual_reports&mode=company_datait's working...
>
>
annual periods and you'll end up on the main page for the company instead
of seeing other annual periods.
On Tue, Sep 10, 2013 at 1:42 PM, <luca.mantilero@
> For an example with
> http://it.advfn.
>
>
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