Selasa, 06 Mei 2014

[smf_addin] Digest Number 3059[1 Attachment]

15 Messages

Digest #3059
2a
fool.com by "José Azevedo" jma_resende
2b
Re: fool.com by "José Azevedo" jma_resende
2c
Re: fool.com by "Randy Harmelink" rharmelink
3a
Re: SEC interactive Data by "Abraham Thomas" qatenary
4b
4c
4d
5a
asking for help, again by "Pat Rosenheim" panda317
5b
Re: asking for help, again [1 Attachment] by "Randy Harmelink" rharmelink
6c
Re: Slow / Unusable with Yahoo by "Randy Harmelink" rharmelink
7

Messages

Sun May 4, 2014 9:28 pm (PDT) . Posted by:

almondtree

I bought this on 5-4-1999
Point & Figure Commodity &Stock Trading techniques by Kermit C. Zieg Jr. Ph.D.
This is why I like P&F.
http://www.amazon.com/s/ref=nb_sb_noss?url=search-alias%3Dstripbooks&field-keywords=kermit%20c%20zieg http://www.amazon.com/s/ref=nb_sb_noss?url=search-alias%3Dstripbooks&field-keywords=kermit%20c%20zieg

Mon May 5, 2014 5:35 am (PDT) . Posted by:

"José Azevedo" jma_resende

Hi!

There is possible to download data from here:
http://www.fool.com/quote/NYSE/international-business-machines/IBM/historical-prices?source=itxwebtxt0000011

This data are better that Yahoo.

Thanks
Jose

Mon May 5, 2014 5:43 am (PDT) . Posted by:

"José Azevedo" jma_resende

But in "next" there have this link:
http://www.motleyfool.idmanagedsolutions.com/images/next.gif
and this:
http://www.motleyfool.idmanagedsolutions.com/stocks/historical_quotes.idms?START_DATE=1973-01-01&END_DATE=2014-05-05&CODE_MARKET=US,@US&SYMBOL_US=IBM&BLOCKSIZE=100&OFFSET=2

On 5 May 2014 13:34, José Azevedo <jmazevedo@gmail.com> wrote:

> Hi!
>
> There is possible to download data from here:
>
> http://www.fool.com/quote/NYSE/international-business-machines/IBM/historical-prices?source=itxwebtxt0000011
>
> This data are better that Yahoo.
>
>
> Thanks
> Jose
>

Mon May 5, 2014 9:04 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Try:

=RCHGetHTMLTable("
http://www.motleyfool.idmanagedsolutions.com/stocks/historical_quotes.idms?START_DATE=2012-05-05&END_DATE=2014-05-05&CODE_MARKET=US,@US&SYMBOL_US=IBM&BLOCKSIZE=500&OFFSET=0
","Volume",-1,"",1)

The "Blocksize" parameter tells it how many days to return, so you don't
have to worry about multiple web pages.

For my purposes, the quotes are worthless because they aren't adjusted for
dividends.

On Mon, May 5, 2014 at 5:34 AM, José Azevedo <jmazevedo@gmail.com> wrote:

>
> There is possible to download data from here:
>
> http://www.fool.com/quote/NYSE/international-business-machines/IBM/historical-prices?source=itxwebtxt0000011
>
> This data are better that Yahoo.
>
>

Mon May 5, 2014 8:56 am (PDT) . Posted by:

"Abraham Thomas" qatenary

This might be useful: http://www.quandl.com/SEC

On Thu, May 1, 2014 at 2:59 PM, Randy Harmelink <rharmelink@gmail.com>wrote:

>
>
> Any time I've looked at it, it's been a pain.
>
> Most people are interested in historical, while the SEC has it by period
> instead of combined.
>
> The other issue is how to extract and use the data when it may have very
> unique line items?
>
> Unless things have changed?
>
> On Thu, May 1, 2014 at 10:12 AM, <STEPHENBJR@hotmail.com> wrote:
>
>>
>> Has anyone explored dragging in the current 10-k/q reports directly from
>> SEC?
>>
>>
>
>
>
>

Mon May 5, 2014 9:10 am (PDT) . Posted by:

crforster1

Hi Guys,

For the formulas above I get:


2005/12 Stock Market Functions add-in, Version 2.1.2014.01.30 (C:\SMF Add-in; uk; 44) /exchanges/NYSE/MMM/financials?mode=quarterly_repo http://www.advfn.com/p.php?pid=financials&mode=quarterly_reports&symbol=MMM /exchanges/NYSE/MMM/financials"><link rel='stylesh 2004/12 http://www.advfn.com/exchanges/NYSE/MMM/financials?btn=start_date&start_date=11&mode=annual_reports 21 2013/12

I'm not sure why I'm getting the "error" results for the advfn. I've change the internet settings and created the txt, but perhaps i have not named it correctly or placed it in the correct folder. It is in the same folder as the add-in. I kno everyone seems to have this but none of the tips and FAQs seem to work for me. I'm outside the US and am being re-directed to the uk site.

Any ideas what might help? Thanks, in advance


Mon May 5, 2014 9:25 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Looks like everything is working to me...??

Both the RCHGetElementNumber() and smfGetAdvFNElement() functions you tried
below returned values.

On Mon, May 5, 2014 at 9:10 AM, <crforster1@yahoo.com> wrote:

>
> For the formulas above I get:
>
> 2005/12 Stock Market Functions add-in, Version 2.1.2014.01.30 (C:\SMF
> Add-in; uk; 44) /exchanges/NYSE/MMM/financials?mode=quarterly_repo<http://www.advfn.com/p.php?pid=financials&mode=quarterly_reports&symbol=MMM> /exchanges/NYSE/MMM/financials"><link
> rel='stylesh <http://www.advfn.com/exchanges/NYSE/MMM/financials> 2004/12<http://www.advfn.com/exchanges/NYSE/MMM/financials?btn=start_date&start_date=11&mode=annual_reports>
> 21 2013/12
>
> I'm not sure why I'm getting the "error" results for the advfn. I've
> change the internet settings and created the txt, but perhaps i have not
> named it correctly or placed it in the correct folder. It is in the same
> folder as the add-in. I kno everyone seems to have this but none of the
> tips and FAQs seem to work for me. I'm outside the US and am being
> re-directed to the uk site.
>
> Any ideas what might help? Thanks, in advance
>

Mon May 5, 2014 9:36 am (PDT) . Posted by:

"Colin Forster" crforster1

Yea, strange.  although, I change nothing sometimes it gives me error.  Is this something that other experience despite having all the setting correctly set?
On Monday, May 5, 2014 7:25 PM, Randy Harmelink <rharmelink@gmail.com> wrote:

 
Looks like everything is working to me...??

Both the RCHGetElementNumber() and smfGetAdvFNElement() functions you tried below returned values.

On Mon, May 5, 2014 at 9:10 AM, <crforster1@yahoo.com> wrote:

>
>For the formulas above I get:
>
>
>2005/12
>Stock Market Functions add-in, Version 2.1.2014.01.30 (C:\SMF Add-in; uk; 44)
>/exchanges/NYSE/MMM/financials?mode=quarterly_repo
>/exchanges/NYSE/MMM/financials"><link rel='stylesh
>2004/12
>21
>2013/12
>
>I'm not sure why I'm getting the "error" results for the advfn.  I've change the internet settings and created the txt, but perhaps i have not named it correctly or placed it in the correct folder.  It is in the same folder as the add-in.  I kno everyone seems to have this but none of the tips and FAQs seem to work for me.  I'm outside the US and am being re-directed to the uk site.
>
>Any ideas what might help?  Thanks, in advance
>

Mon May 5, 2014 10:08 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

The other way you can get a #NAME? error is if you have unresolved links,
due to the add-in being in a different location than the worksheet expects.
But you just need to correct those links.

On Mon, May 5, 2014 at 9:36 AM, Colin Forster <crforster1@yahoo.com> wrote:

>
> Yea, strange. although, I change nothing sometimes it gives me error. Is
> this something that other experience despite having all the setting
> correctly set?
>
>

Tue May 6, 2014 3:32 am (PDT) . Posted by:

"Pat Rosenheim" panda317

I asked for help when I first joined this group, and the help provided
was invaluable, and quite fast!

Well, I find I need help yet again.

I have constructed an excel workbook with a few different spreadsheets,
and a list of symbols (stocks and funds).

The problem I have is that finviz does not have the most recent
information, and is often inaccurate.

My other problem is that I would like to utilize more functions, and it
appears to me that yahoo would be the one source to provide all this info.

For each symbol, in a list of symbols, I would like to get;
last closing price
daily price trend for 5 days, 9 days, 21 days, 63 days, 126 days, 189
days, 252 days (up, down, or no change)
weekly price trend for 13 weeks, 26 weeks, 39 weeks, 52 weeks, 78 weeks,
104 weeks, 156 weeks (up, down, or no change)
whether it's a monthly or quarterly dividend
next or last ex-dividend date
date declared
amount of next or last dividend
next or last payment date
next or last earnings report date
annual return (TTM) in percent
annual dividend (TTM or forward) in percent

Is this all available from Yahoo?

I find I must currently search for things like yield for OZM, return for
EMES, both yield and return for CEFL and MORL, etc.

Is there a better, more reliable source for this information?

Lastly, what formula(e, s) needs to be entered for each of the above?

I have attached my workbook in the hopes that some kind soul can help me.

Any constructive comments or criticisms on the attached workbook would
be greatly appreciated and graciously accepted.

Thanking you in advance.

Sincerely,

Pat
--

Pat Rosenheim (PandA Trader) High Yield, High Return Dividend Portfolio
pat@patrosenheim.com <mailto:pat.rosenheim@gmail.com>
http://www.patrosenheim.com

Attachment(s) from Pat Rosenheim
1 of 1 File(s)

Tue May 6, 2014 4:24 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Take a look through the XLS file that was in the ZIP archive along with the
add-in. It has a list of defined elements for the RCHGetElementNumber()
function. Many of the items you're asking about are there.

For the performance measures, I'd use the smfPricesByDates() function,
along the lines of:

smfPricesByDates-Example-Performance-By-Period.xls<http://ogres-crypt.com/SMF/Templates/smfPricesByDates-Example-Performance-By-Period.xls>

In general, I'm not a fan of new ex-dividend dates on Yahoo. They have a
delay in reporting that makes them unusable for me. I generally use
RCHGetYahooHistory() to get the dividend history and estimate the next
ex-dividend date, until the real one comes along. That history should also
allow you to determine if they stock has a monthly or quarterly dividend.

Because of the variance of dividends of something like OZM, I would think
"Yield" would be a meaningless item.

On Tue, May 6, 2014 at 3:32 AM, Pat Rosenheim <pat@patrosenheim.com> wrote:

>
> I asked for help when I first joined this group, and the help provided was
> invaluable, and quite fast!
>
> Well, I find I need help yet again.
>
> I have constructed an excel workbook with a few different spreadsheets,
> and a list of symbols (stocks and funds).
>
> The problem I have is that finviz does not have the most recent
> information, and is often inaccurate.
>
> My other problem is that I would like to utilize more functions, and it
> appears to me that yahoo would be the one source to provide all this info.
>
> For each symbol, in a list of symbols, I would like to get;
> last closing price
> daily price trend for 5 days, 9 days, 21 days, 63 days, 126 days, 189
> days, 252 days (up, down, or no change)
> weekly price trend for 13 weeks, 26 weeks, 39 weeks, 52 weeks, 78 weeks,
> 104 weeks, 156 weeks (up, down, or no change)
> whether it's a monthly or quarterly dividend
> next or last ex-dividend date
> date declared
> amount of next or last dividend
> next or last payment date
> next or last earnings report date
> annual return (TTM) in percent
> annual dividend (TTM or forward) in percent
>
> Is this all available from Yahoo?
>
> I find I must currently search for things like yield for OZM, return for
> EMES, both yield and return for CEFL and MORL, etc.
>
> Is there a better, more reliable source for this information?
>
> Lastly, what formula(e, s) needs to be entered for each of the above?
>
> I have attached my workbook in the hopes that some kind soul can help me.
>
> Any constructive comments or criticisms on the attached workbook would be
> greatly appreciated and graciously accepted.
>
> Thanking you in advance.
>

Tue May 6, 2014 7:47 am (PDT) . Posted by:

shah_ankush

Hi,


I have been using the addin for a few years now and usually find it very useful and good.
However, recently (like the last couple of months) I have been finding that it takes up to an hour to update the data from GetYahooQuotes - my spreadsheet has around 300-400 areas where it pulls in this data.


More recently, like the last few days, it has been completely unable to refresh the price data. Excel calculates for around an hour, then the cells where it meant to pull in data just show up blank.


I am using Excel 2007 on Parallels for Mac. I am in Africa so the internet "ping" can take quite a long time, but the bandwidth is generally not bad...


I'd be interested in any thoughts as to how to speed the process up / get it working again, and what could be causing the deterioration in the process.


Thanks!


Ankush




Tue May 6, 2014 8:02 am (PDT) . Posted by:

shah_ankush

One other thing - I tried a bandwidth test to the NE USA. I got a ping of 259ms, download speed of 6Mbps and upload of 8.5Mbps

Thanks!




Tue May 6, 2014 8:26 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

The best way to speed up RCHGetYahooQuotes() is to array-enter it over a
range instead of doing one formula per cell. Each invocation of the
function uses a single Internet access. You can do numerous items on up to
200 ticker symbols with one invocation of the function when you array-enter
it over a range. So you could go from hundreds of Internet accesses to a
single one. That speeds things up tremendously.

On Tue, May 6, 2014 at 7:43 AM, <shah_ankush@yahoo.com> wrote:

> I have been using the addin for a few years now and usually find it very
> useful and good.
>
> However, recently (like the last couple of months) I have been finding
> that it takes up to an hour to update the data from GetYahooQuotes - my
> spreadsheet has around 300-400 areas where it pulls in this data.
>
> More recently, like the last few days, it has been completely unable to
> refresh the price data. Excel calculates for around an hour, then the cells
> where it meant to pull in data just show up blank.
>
> I am using Excel 2007 on Parallels for Mac. I am in Africa so the internet
> "ping" can take quite a long time, but the bandwidth is generally not bad...
>
> I'd be interested in any thoughts as to how to speed the process up / get
> it working again, and what could be causing the deterioration in the
> process.
>
>

Tue May 6, 2014 8:13 am (PDT) . Posted by:

confederate_yankee1965

Knowing me, I missed it in the documentation, is it possible to restrict how often data is received using (mainly I use the Yahoo history and Yahoo quotes function) time or some other outside value without losing what has already been received?

Example would be that data is pulled when you open the worksheet, then no matter how often you make changes to the worksheet, nothing changes until say top of the hour, or maybe a flag is change from a false status to a true status.


I am pulling data on 30 stocks in one worksheet and it is really bogging down on me.

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