Rabu, 02 Oktober 2013

[smf_addin] Digest Number 2794

12 New Messages

Digest #2794
1a
ADVFN update by acetylator
1b
Re: ADVFN update by "Randy Harmelink" rharmelink
3c
Re: Morningstar Financials by "Randy Harmelink" rharmelink

Messages

Tue Oct 1, 2013 5:24 am (PDT) . Posted by:

acetylator

Dear Randy,
do you have any update on ADVFN data? Are you monitoring their
website changes? Do you think it would be possible to produce
updated SMF elements list in some near future? I beleive I am not
the only one who was devastated by the recent absence of this
data source (10 years of EPS, etc....).
Would you be so kind to give the community some info or at least
reassure us that you are monitoring the situation? :-)

Thank you very much, Ace

Tue Oct 1, 2013 5:48 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

At this point, I don't see much value in converting things until they
implement the Beta version they have waiting in the background. Even for
the pages that appear to be working (for now), they have a disclaimer about
things not being updated properly.

Even so, I'm not sure the elements can be updated properly. It appears a
lot of things are missing in the new Beta version. And line items may not
match to what they were before.

On Tue, Oct 1, 2013 at 5:24 AM, <acetylator@nanoweb.info> wrote:

>
> do you have any update on ADVFN data? Are you monitoring their website
> changes? Do you think it would be possible to produce updated SMF elements
> list in some near future? I beleive I am not the only one who was
> devastated by the recent absence of this data source (10 years of EPS,
> etc....).
> Would you be so kind to give the community some info or at least reassure
> us that you are monitoring the situation? :-)
>

Tue Oct 1, 2013 5:55 am (PDT) . Posted by:

mlawson3


Dave,




I'm n00b to Calc, so I only know to look for a .oxt file when to
add an extension. I didn't find one in the SMF Extension
package, though. So, which file do I use, and how do I instruct
Calc to use it?




Thanks.



---In smf_addin@yahoogroups.com, <drbluesman@...> wrote:

Hi All,

I have written an extension for LibreOffice Calc that functions
similar to the SMF addin. It can be found at the LibreOffice
Extension center at
http://extensions.libreoffice.org/extension-center/smf-extension/
<http://extensions.libreoffice.org/extension-center/smf-extension&#92;
/> . I know that an extension like this has been asked about
on this forum, and the group homepage states that LO is not
supported here. I hope that this info will help direct some
people to what they are looking for, and save Randy a bit of
time responding to questions that don't pertain to the Excel
SMF addin that is hosted here.

Thanks!
Dave

Tue Oct 1, 2013 2:23 pm (PDT) . Posted by:

petekoch


The Altman_Piotroski.xlsx workbook contains retrieves both Annual
and Quarterly Morningstar data for both the Income Statement and
the Balance Sheet.



Tue Oct 1, 2013 3:16 pm (PDT) . Posted by:

ppasha1129


Hey petekoch.




I am very new to all this. I am trying to use thee smfgetcsv
function. My question is how did you hard-code the URL to get
the exact table you want? I would greatly appreciate your
response. I have recently learned to write VBA I am trying my
best to learn quickly.


---In smf_addin@yahoogroups.com, <petekoch@...> wrote:


The Altman_Piotroski.xlsx workbook contains retrieves both Annual
and Quarterly Morningstar data for both the Income Statement and
the Balance Sheet.



Tue Oct 1, 2013 5:12 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

See the entry in the LINKS area of the group. It points to a message that
has the parameters of the MorningStar CSV files. Also, I just uploaded an
smfGetCSVFile() template for the financial statements files a few days ago.
It shows how changing the various parameters changes the output.

On Tue, Oct 1, 2013 at 3:16 PM, <ppasha1129@yahoo.com> wrote:

> I am very new to all this. I am trying to use thee smfgetcsv function. My
> question is how did you hard-code the URL to get the exact table you want?
> I would greatly appreciate your response. I have recently learned to write
> VBA I am trying my best to learn quickly.
>

Tue Oct 1, 2013 6:24 pm (PDT) . Posted by:

ppasha1129


Thank you for the links!

Is there a way to learn how to generate links like the one you
provided? I am asking this because I am building a complex model.
I also asked a computer science professor today, and he wasn't
able to help me. I would like to be able to edit my links, if
morningstar changed its interface. We actually talked about the
SMF community and how generous some members (like yourself) are
here.





---In smf_addin@yahoogroups.com, <rharmelink@...> wrote:

Already answered in this thread...

On Sat, Apr 6, 2013 at 9:10 AM, weekeewawa <weekeewawa@...
<mailto:weekeewawa@...> > wrote:

but i have a question regarding to the code. i see that the codes
point to google symbol GOOG

however, i would like it to point to a specific cell within excel
eg Cell A1 where i key in the symbol instead

what will be the code like?

Tue Oct 1, 2013 8:21 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Go over the documentation and try a few things. There are examples in each
function's documentation.

And if you have trouble after trying a few things, just mention it here and
I'll (or we'll) try and get you on the right path.

One workbook you may want to use when playing around with things:

smfGetTagContent-Quick-Webpage-Examination.xls

Although I originally set it up as a template for smfGetTagContent, I added
templates for some of the basic functions in other worksheets, so that
someone can modify the various parameters and see what the result might be.

I often use it when looking at an extraction from a new web page.

On Tue, Oct 1, 2013 at 6:24 PM, <ppasha1129@yahoo.com> wrote:

> Is there a way to learn how to generate links like the one you provided?
> I am asking this because I am building a complex model. I also asked a
> computer science professor today, and he wasn't able to help me. I would
> like to be able to edit my links, if morningstar changed its interface. We
> actually talked about the SMF community and how generous some members (like
> yourself) are here.
>

Tue Oct 1, 2013 6:53 pm (PDT) . Posted by:

"Jacob Jose" pepecan47



Hi Randy, do you have formulas to extract the following data from Morningstar?

http://financials.morningstar.com/valuation/analyst-opinion-list.action?t=MMM
Five-Year Growth Forecast 8.80%
Average Rating 3.20

http://financials.morningstar.com/valuation/annual-estimate-list.action?t=MMM
12/2013
     USD Growth %
Mean 7.02 11.1
12/2014
     USD Growth %
Mean 7.62 8.5
  
Thank you very much Randy.

Regards,
Jose L. Jacob

________________________________
From: Randy H <rharmelink@gmail.com>
To: smf_addin@yahoogroups.com
Sent: Saturday, July 13, 2013 6:28:52 PM
Subject: [smf_addin] Re: Morningstar dynamic pages - element list update planned?

 

Additional web pages with extractable data:

http://investors.morningstar.com/ownership/equityOS-fund.html?t=MMM
http://investors.morningstar.com/ownership/equityOS-inst.html?t=MMM
http://investors.morningstar.com/ownership/owner-activity.html?t=MMM

http://financials.morningstar.com/valuation/analyst-opinion-list.action?t=MMM
http://financials.morningstar.com/valuation/annual-estimate-list.action?t=MMM
http://financials.morningstar.com/valuation/forward-comparisons-list.action?t=MMM

http://etfs.morningstar.com/quote?t=SPY
http://etfs.morningstar.com/latest-component?&t=SPY
http://etfs.morningstar.com/etf-totalreturn?&t=SPY
http://etfs.morningstar.com/etf-topHoldings?&t=SPY
http://etfs.morningstar.com/etf-topSector?&t=SPY
http://etfs.morningstar.com/risk-measure?&t=SPY
http://performance.morningstar.com/TaxAnalysis/fund/tax-analysis-component.action?t=SPY
http://performance.morningstar.com/RatingRisk/fund/rating-risk.action?t=SPY
http://performance.morningstar.com/RatingRisk/fund/updownside-capture.action?t=SPY
http://performance.morningstar.com/RatingRisk/fund/mpt-statistics.action?y=3&t=SPY
http://performance.morningstar.com/RatingRisk/fund/mpt-statistics.action?y=5&t=SPY
http://performance.morningstar.com/RatingRisk/fund/mpt-statistics.action?y=10&t=SPY
http://performance.morningstar.com/RatingRisk/fund/mpt-statistics.action?y=15&t=SPY
http://performance.morningstar.com/RatingRisk/fund/volatility-measurements.action?y=3&t=SPY
http://performance.morningstar.com/RatingRisk/fund/volatility-measurements.action?y=5&t=SPY
http://performance.morningstar.com/RatingRisk/fund/volatility-measurements.action?y=10&t=SPY
http://performance.morningstar.com/RatingRisk/fund/volatility-measurements.action?y=15&t=SPY
http://portfolios.morningstar.com/fund/summary?t=SPY
http://performance.morningstar.com/Performance/cef/premium-discount.action?t=SPY
http://performance.morningstar.com/Performance/cef/cost-risk.action?t=SPY
http://performance.morningstar.com/Performance/cef/performance-history.action?t=SPY
http://performance.morningstar.com/Performance/cef/trailing-total-returns.action?t=SPY
http://performance.morningstar.com/Performance/cef/standardized-returns.action?t=SPY
http://portfolios.morningstar.com/fund/holdings?t=SPY
http://portfolios.morningstar.com/fund/ajax/holdings_tab?&t=SPY
http://portfolios.morningstar.com/fund/ajax/holdings_performanceChart?&t=SPY

http://investors.morningstar.com/ownership/shareholders-overview.html?t=SPY
http://investors.morningstar.com/ownership/equityOS-fund.html?t=SPY
http://investors.morningstar.com/ownership/equityOS-inst.html?t=SPY
http://investors.morningstar.com/ownership/owner-activity.html?t=SPY

http://investors.morningstar.com/ownership/shareholders-concentrated.html?t=SPY
http://investors.morningstar.com/ownership/shareholders-buying.html?t=SPY
http://investors.morningstar.com/ownership/shareholders-selling.html?t=SPY

Tue Oct 1, 2013 8:31 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Try:

=RCHGetTableCell("
http://financials.morningstar.com/valuation/analyst-opinion-list.action?t=MMM
",1,"Five-Year",,,,1,"</table")

=RCHGetTableCell("
http://financials.morningstar.com/valuation/analyst-opinion-list.action?t=MMM",1,"Average
Rating",,,,1,"</table")

=RCHGetTableCell("
http://financials.morningstar.com/valuation/annual-estimate-list.action?t=MMM
",3,"<table")

=RCHGetTableCell("
http://financials.morningstar.com/valuation/annual-estimate-list.action?t=MMM
",1,">Mean")

The rest just have different values for the number of table cells to skip.

On Tue, Oct 1, 2013 at 6:50 PM, Jacob Jose <pepecan47@yahoo.ca> wrote:

>
> Hi Randy, do you have formulas to extract the following data from
> Morningstar?
>
>
> http://financials.morningstar.com/valuation/analyst-opinion-list.action?t=MMM
> Five-Year Growth Forecast *8.80%*
> Average Rating *3.20 *
>
>
> http://financials.morningstar.com/valuation/annual-estimate-list.action?t=MMM
> *12/2013
> * USD Growth %
> Mean *7.02 11.1*
> *12/2014
> * USD Growth %
> Mean *7.62 8.5*
>
>

Tue Oct 1, 2013 10:36 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

I just uploaded a new version of smf-elements-6.txt, to the "Works in
Progress" folder in the FILES area of the group, with these additional
element definitions:

*#* *Source* *Element* 14401 MorningStarAE Annual Estimates -- As Of Date
14402 MorningStarAE Annual Estimates -- Year 1 Date 14403 MorningStarAE Annual
Estimates -- Year 1 High Estimate 14404 MorningStarAE Annual Estimates --
Year 1 High Growth % 14405 MorningStarAE Annual Estimates -- Year 1 Low
Estimate 14406 MorningStarAE Annual Estimates -- Year 1 Low Growth % 14407
MorningStarAE Annual Estimates -- Year 1 Median Estimate 14408
MorningStarAE Annual Estimates -- Year 1 Median Growth % 14409
MorningStarAE Annual Estimates -- Year 1 30 Days Ago Estimate 14410
MorningStarAE Annual Estimates -- Year 1 30 Days Ago Growth % 14411
MorningStarAE Annual Estimates -- Year 1 60 Days Ago Estimate 14412
MorningStarAE Annual Estimates -- Year 1 60 Days Ago Growth % 14413
MorningStarAE Annual Estimates -- Year 1 90 Days Ago Estimate 14414
MorningStarAE Annual Estimates -- Year 1 90 Days Ago Growth % 14415
MorningStarAE Annual Estimates -- Year 1 Number of Estimates 14416
MorningStarAE Annual Estimates -- Year 2 Date 14417 MorningStarAE Annual
Estimates -- Year 2 High Estimate 14418 MorningStarAE Annual Estimates --
Year 2 High Growth % 14419 MorningStarAE Annual Estimates -- Year 2 Low
Estimate 14420 MorningStarAE Annual Estimates -- Year 2 Low Growth % 14421
MorningStarAE Annual Estimates -- Year 2 Median Estimate 14422
MorningStarAE Annual Estimates -- Year 2 Median Growth % 14423
MorningStarAE Annual Estimates -- Year 2 30 Days Ago Estimate 14424
MorningStarAE Annual Estimates -- Year 2 30 Days Ago Growth % 14425
MorningStarAE Annual Estimates -- Year 2 60 Days Ago Estimate 14426
MorningStarAE Annual Estimates -- Year 2 60 Days Ago Growth % 14427
MorningStarAE Annual Estimates -- Year 2 90 Days Ago Estimate 14428
MorningStarAE Annual Estimates -- Year 2 90 Days Ago Growth % 14429
MorningStarAE Annual Estimates -- Year 2 Number of Estimates

On Tue, Oct 1, 2013 at 6:50 PM, Jacob Jose <pepecan47@yahoo.ca> wrote:

>
>
> http://financials.morningstar.com/valuation/annual-estimate-list.action?t=MMM
> *12/2013
> * USD Growth %
> Mean *7.02 11.1*
> *12/2014
> * USD Growth %
> Mean *7.62 8.5*
>
>

Tue Oct 1, 2013 10:38 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Oops... smf-elements-4.txt, not 6.

On Tue, Oct 1, 2013 at 10:36 PM, Randy Harmelink <rharmelink@gmail.com>wrote:

> I just uploaded a new version of smf-elements-6.txt, to the "Works in
> Progress" folder in the FILES area of the group
>
Diposting oleh EXCEL FEED LEARNING di 00.50

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