Jumat, 04 Oktober 2013

[smf_addin] Digest Number 2797

11 New Messages

Digest #2797
2a
Re: Building stock screeners by "Kermit W. Prather" kermitpra
4a
Updating by dallaire.jack
4b
Re: Updating by "Randy Harmelink" rharmelink
4c
Re: Updating by "Jack Dallaire" dallaire.jack
4d
Re: Updating by "Randy Harmelink" rharmelink

Messages

Thu Oct 3, 2013 6:12 am (PDT) . Posted by:

rr76012

Randy, what function do I type to find out what version of
smf_addin I have installed?


Thanks,
rr76012

Thu Oct 3, 2013 8:18 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

=RCHGetElementNumber("Version")

On Thu, Oct 3, 2013 at 6:12 AM, <rr76012@yahoo.com> wrote:

>
> Randy, what function do I type to find out what version of smf_addin I
> have installed?
>
>
>

Thu Oct 3, 2013 9:35 am (PDT) . Posted by:

"Kermit W. Prather" kermitpra

Why would anyone want to build a stock screener when there are tons of free one. Plus, hundreds more fee based one.

Try these free ones -- <http://www.finviz.com/screener.ashx> FinBiz <http://www.stockfetcher.com> Stockfetcher <http://www.marketwatch.com/tools/stockresearch/screener/> MarketWatch <http://screener.finance.yahoo.com/stocks.html> Yahoo

Or try http://www.freestockcharts.com/ where you can build your own screening criteria.

But don't miss use this great tool.

Kermit

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of gpommer1982@yahoo.com
Sent: Wednesday, October 02, 2013 9:36 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Building stock screeners


I'm always impressed with the knowledge base of this group so I thought I'd throw this out as I've been scratching my head. Has anyone built a stock screener in Excel? I've been building some financial analysis spreadsheets and have no problem analyzing a single company but I'd like to make custom screens to sort through and return companies that meet my criteria. My programming knowledge is pretty basic but I haven't found anything out in cyberspace that describes how one would go about doing this.

Thanks in advance.

Thu Oct 3, 2013 11:09 am (PDT) . Posted by:

bikeflagaz

I noticed today that the drop down box to change the years for
financials statements started working again (at least for the
last 15 years) so I decided to throw together a quick spreadsheet
to pull the data using =RCHGETHTMLTABLE()

I've tested it on a few tickers, and it seems to work well for
them.

I'm sure it could be modified by someone to be more elegant, but
it works for my needs.

Thu Oct 3, 2013 11:52 am (PDT) . Posted by:

bikeflagaz

In my previous post, I forgot to say it is located in "Files"
"Uploads by forum members".




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

I noticed today that the drop down box to change the years for
financials statements started working again (at least for the
last 15 years) so I decided to throw together a quick spreadsheet
to pull the data using =RCHGETHTMLTABLE()

I've tested it on a few tickers, and it seems to work well for
them.

I'm sure it could be modified by someone to be more elegant, but
it works for my needs.

Thu Oct 3, 2013 12:28 pm (PDT) . Posted by:

dallaire.jack

My cell values are not automatically updating. I have to double
click on the cell to see the formula and once i hit enter to jump
to the cell below, the above cell's value changes/updates.

Any suggestions?

Thu Oct 3, 2013 12:31 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Sounds like either the spreadsheet is not in automatic calculation mode, or
you have location errors. Do the formulas have paths in front of them? If
so, they need to be resolved. See the "Location Errors" item in the LINKS
area of the group.

Otherwise, I need more info. Is this a new workbook? Or one that you
created? Or one that someone else created?

On Thu, Oct 3, 2013 at 11:52 AM, <dallaire.jack@yahoo.com> wrote:

>
> My cell values are not automatically updating. I have to double click on
> the cell to see the formula and once i hit enter to jump to the cell below,
> the above cell's value changes/updates.
>
> Any suggestions?
>

Thu Oct 3, 2013 4:26 pm (PDT) . Posted by:

"Jack Dallaire" dallaire.jack

Hi,

I double checked and my workbook is set to automatic calculation. This is a workbook that I created. When I open it i get the following notification:

I click update and I get the following:

I say continue. Once I am in the spreadsheet, the values update when i double click on the cell revealing the formula, for example: =RCHGetYahooQuotes($C5,"L1","ca","NOW()" for my formula corresponding to last price. When I hit enter, it updates the last price of the stock otherwise, the prices remain the same.

Thanks,

Jack

________________________________
From: Randy Harmelink <rharmelink@gmail.com>
To: smf_addin@yahoogroups.com
Sent: Thursday, October 3, 2013 4:31 PM
Subject: Re: [smf_addin] Updating


 
Sounds like either the spreadsheet is not in automatic calculation mode, or you have location errors. Do the formulas have paths in front of them? If so, they need to be resolved. See the "Location Errors" item in the LINKS area of the group.

Otherwise, I need more info.  Is this a new workbook? Or one that you created? Or one that someone else created?

On Thu, Oct 3, 2013 at 11:52 AM, <dallaire.jack@yahoo.com> wrote:

>My cell values are not automatically updating. I have to double click on the cell to see the formula and once i hit enter to jump to the cell below, the above cell's value changes/updates.
>
>Any suggestions?
>

Thu Oct 3, 2013 5:18 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Looks like there were supposed to be images in your email, but I don't see
them, either in GMail or on the Yahoo group using FIreFox.

If it is a "links" problem, I would suggest fixing them manually (as
described in the LINKS area of the group, or by using the add-in's
smfFixLinks macro). In the past, I've found "Edit Links" to be unreliable
in fixing the workbook so things work properly.

On Thu, Oct 3, 2013 at 12:48 PM, Jack Dallaire <dallaire.jack@yahoo.com>wrote:

>
> I double checked and my workbook is set to automatic calculation. This is
> a workbook that I created. When I open it i get the following notification:
>
> I click update and I get the following:
>
>
> I say continue. Once I am in the spreadsheet, the values update when i
> double click on the cell revealing the formula, for example:
> =RCHGetYahooQuotes($C5,"L1","ca","NOW()" for my formula corresponding to
> last price. When I hit enter, it updates the last price of the stock
> otherwise, the prices remain the same.
>
>

Thu Oct 3, 2013 12:59 pm (PDT) . Posted by:

"Jacob Jose" pepecan47

Hi Randy - could I ask you for another favor? Would you create element numbers for the M* opinion-list page?
I am specially interested in the Five-Year Growth Forecast  and  Average Rating

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

Regards,
Jose L. Jacob

________________________________
From: Randy Harmelink <rharmelink@gmail.com>
To: smf_addin@yahoogroups.com
Sent: Wednesday, October 2, 2013 1:36:35 AM
Subject: Re: [smf_addin] Re: Morningstar dynamic pages - element list update planned?

 
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
> 

Thu Oct 3, 2013 2:02 pm (PDT) . Posted by:

rharmelink

I had a little time, so it's done.

I also added the data from the "Forward Comparisons" matrix,
which I had overlooked as a data source from the "Valuation&quot;
page on Morningstar. I've uploaded new copies of:

smf-elements-4.txt
SMF-Template-Morningstar-Stock-Data.xls

These are the new elements:

# Source Element 14434 MorningstarFC Forward Comparisons
-- 5Y Growth % -- Company 14435 MorningstarFC Forward
Comparisons -- 5Y Growth % -- Industry 14436 MorningstarFC
Forward Comparisons -- 5Y Growth % -- S&P 500 14437
MorningstarFC Forward Comparisons -- Forward P/E -- Company
14438 MorningstarFC Forward Comparisons -- Forward P/E --
Industry 14439 MorningstarFC Forward Comparisons --
Forward P/E -- S&P 500 14440 MorningstarFC Forward
Comparisons -- PEG Ratio -- Company 14441 MorningstarFC
Forward Comparisons -- PEG Ratio -- Industry 14442
MorningstarFC Forward Comparisons -- PEG Ratio -- S&P 500
14451 MorningstarAO Analyst Opinion -- As Of Date 14452
MorningstarAO Analyst Opinion -- Five-Year Growth Forecast
14453 MorningstarAO Analyst Opinion -- Five-Year Growth
Forecast (Industry) 14454 MorningstarAO Analyst Opinion --
Average Rating -- Current 14455 MorningstarAO Analyst
Opinion -- Average Rating -- Last Month 14456 MorningstarAO
Analyst Opinion -- Average Rating -- Industry Average 14457
MorningstarAO Analyst Opinion -- Average Rating -- S&P 500
Average 14458 MorningstarAO Analyst Opinion -- Number of
Analysts -- Buy 14459 MorningstarAO Analyst Opinion --
Number of Analysts -- Outperform 14460 MorningstarAO
Analyst Opinion -- Number of Analysts -- Hold 14461
MorningstarAO Analyst Opinion -- Number of Analysts --
Underperform 14462 MorningstarAO Analyst Opinion -- Number
of Analysts -- Sell

On Thu, Oct 3, 2013 at 12:55 PM, Jacob Jose <pepecan47@yahoo.ca
<mailto:pepecan47@yahoo.ca> > wrote:

Hi Randy - could I ask you for another favor? Would you create
element numbers for the M* opinion-list page? I am specially
interested in the Five-Year Growth Forecast and Average Rating
http://financials.morningstar. com/valuation/analyst-opinion-
list.action?t=MMM
<http://financials.morningstar.com/valuation/analyst-opinion-list\
.action?t=MMM> Five-Year Growth Forecast 8.80% Average Rating
3.20

Diposting oleh EXCEL FEED LEARNING di 00.46

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