Wednesday, December 20, 2017

Alert -- All etfscreen.com element definitions updated

ETFScreen.com just changed their URLs to be "https://" instead of "http://", so all of their defined elements on smf-elements-9.txt needed to be updated.

New files on the web site: 

Best practice is to exit EXCEL when updating SMF add-in files.

Thursday, November 30, 2017

New ZIP File -- Version 2017.11.30

I just uploaded a new version of the ZIP archive.

New files on the web site: 

Best practice is to exit EXCEL when updating SMF add-in files.



Changes since the 2017.11.11 ZIP archive: 

  • smfGetBarchartPortfolioView() -- Added parameter to allow data for multiple occurrences of a ticker
  • smfGetYahooPortfolioView() -- Added parameter to allow data for multiple occurrences of a ticker
  • smfGetGoogleHistoryCSV() -- Changed URL of CSV file
  • Previously announced element definition changes for Stockscores, Reuters, Yahoo, and Morningstar



Thursday, November 23, 2017

Alert -- All yahoo.com mutual fund element definitions updated

I updated all of the yahoo.com mutual fund element definitions on smf-elements-2.txt to extract data from Yahoo's new JSON files.

New files on the web site: 

Best practice is to exit EXCEL when updating SMF add-in files.

Some elements are still obsolete, because they don't exist on the JSON files (at least not that I saw). I also added a number of elements that I found on the JSON file.

I don't use mutual funds, so if you notice data on their web site that I haven't defined, let me know and I'll check to see if I can find the data on a JSON file or if it can be pulled from a web page. Note that some of these elements do work for ETFs, but not all.

Friday, November 17, 2017

Alert -- All reuters.com element definitions updated

Reuters.com made several changes to their URLs, including changing to "https://" instead of "http://", so all of their defined elements on smf-elements-5.txt needed to be updated.

New files on the web site: 

Best practice is to exit EXCEL when updating SMF add-in files.

Tuesday, November 14, 2017

Alert -- All stockscores.com element definitions updated

Stockscores.com just changed their URLs to be "https://" instead of "http://", so all of their defined elements on smf-elements-9.txt needed to be updated.

New files on the web site: 
Best practice is to exit EXCEL when updating SMF add-in files.

Sunday, November 12, 2017

New ZIP File -- Version 2017.11.11

I just uploaded a new version of the ZIP archive. 

New files on the web site: 

Best practice is to exit EXCEL when updating SMF add-in files.



Changes since 2017.11.08: 

  • smfGetYahooPortfolioView() -- Backed out percentage adjustments for fields 58, 61, 65, 68
  • smfGetYahooPortfolioView() -- Fixed field list adjustment when only default fields are requested



The second change should fix errors for most of you that were having trouble getting a single data field with something like:


=smfGetYahooPortfolioView("MMM","15")


Wednesday, November 8, 2017

New ZIP File -- Version 2017.11.08

I just uploaded a new version of the ZIP archive. 

New files on the web site: 

Best practice is to exit EXCEL when updating SMF add-in files.



Changes since 2017.11.04: 
  • smfGetYahooPortfolioView() -- Fix errors on percentage adjustments when value returned is non-numeric 
  • smfGetYahooPortfolioView() -- Adjust GMT date/times by GMT offset
  • smfGetYahooPortfolioView() -- Allow first ticker of "None" to turn off retrieval 
  • smfGetBarchartPortfolioView() -- New function to get multiple stock quotes/data from Barchart with single Internet access
  • smfMenuRecalculationSelection  -- Fix context menu processing of recalculating a selected range



The new smfGetBarchartPortfolioView() is basically just the smfGetYahooPortfolioView() function pointing at a Barchart JSON file instead of Yahoo JSON file. But the Barchart file has 246 fields available instead of Yahoo's 91 fields, including a number of technical indicator values.

The change to the smfMenuRecalculationSelection macro fixes the context menu option to calculate a selected range of the worksheet. It can do a selective version of the smfForceRecalculation macro. However, it ONLY updates that range. It will not update any part of the worksheet outside of that range, even references to items in that range that changed.