tag:blogger.com,1999:blog-45577753496040615232024-02-08T07:24:17.640-07:00Stock Market FunctionsRandyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.comBlogger43125tag:blogger.com,1999:blog-4557775349604061523.post-34593112179762567062022-03-15T15:24:00.004-07:002022-03-19T14:12:04.693-07:00Alert -- Updates to Zacks Element Definitions<p><span style="background-color: white; color: #222222; font-family: arial;">Zacks recently changed the web page name where the earnings estimates were located, so elements on smf-elements-8.txt needed to be updated.</span></p><span style="font-family: arial;"><span style="background-color: white; color: #222222;">New files on the website: </span><br style="background-color: white; color: #222222;" /></span><ul style="background-color: white; color: #222222; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;"><li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="color: #888888; font-family: arial;"><a href="http://ogres-crypt.com/SMF/Elements/smf-elements-8.txt" style="color: #888888; text-decoration-line: none;">smf-elements-8.txt</a></span></li></ul><span style="font-family: arial;">The best practice is to exit EXCEL when updating SMF add-in files.</span>Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-6625376382690014892021-11-03T15:49:00.000-07:002021-11-03T15:49:44.630-07:00I am alive, but it's been an unusual rollercoaster ride...<p><span style="font-family: arial;"> Since the end of June, I've only been home for a few days. Otherwise, it's been hospitals and rehab facilities. It's going to take me a while to catch up on 4+ months of emails and doctor bills. Here's how it went:</span></p><p></p><ul style="text-align: left;"><li><span style="font-family: arial;">8 days in hospital (infection, allergic reaction to antibiotic)</span></li><li><span style="font-family: arial;">22 days in rehab</span></li><li><b><span style="font-family: arial;">1 day home</span></b></li><li><span style="font-family: arial;">17 days in hospital (infection, prostate surgery, biopsy, mastectomy of cancerous lump)</span></li><li><span style="font-family: arial;">1 day at rehab</span></li><li><span style="font-family: arial;">10 days at hospital (removal of 2 liters of clots and hematomas from surgical site)</span></li><li><span style="font-family: arial;">44 days of rehab</span></li><li><b><span style="font-family: arial;">1 day home</span></b></li><li><span style="font-family: arial;">8 days in hospital (passed out from low blood pressure)</span></li><li><span style="font-family: arial;">15 days in rehab</span></li><li><b><span style="font-family: arial;">Home as of 11/1</span></b></li></ul><div><span style="font-family: arial;">I'm still not strong enough to easily do walker/wheelchair transfers like I was back in June. That may take months. or longer.</span></div><p></p>Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-50124922173242790852021-02-02T13:48:00.000-07:002021-02-02T13:48:03.452-07:00Tip -- 2.1d - Using the smfUpdateDownloadTable macro ("referback")<span style="background-color: white; font-family: "Helvetica Neue", Helvetica, Arial, san-serif, Roboto; font-size: 13px;">---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :</span><br />
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The add-in is intended for ad hoc data retrieval. The way it extracts data is to save a copy of the web page, then to extract any data elements from that saved web page (as opposed to retrieving the web page once for each data item that comes from the web page). However, it only has 1000 slots for storing web pages. After those 1000 slots are full, all requests for data from additional web pages will error out.<br /></div>
I really didn't want people to start building databases of information, simply because they could. That would be unfair to the free data services, and with even people doing it might encourage them to code their web pages so that something like the add-in couldn't access them.<br /></div>
However, having said that, I think the smfUpdateDownloadTable process might be the best way for you to go. That is a macro that fills in a 2-dimensional table -- tickers by data items -- with values instead of formulas that recalculate every time the workbook is opened. Updating is controlled by you -- whenever you run the macro.<br /></div>
If you use the beta version of the add-in, you can even tell it which ranges to update -- entire rows (i.e. tickers), entire columns (i.e. specific data items, or even some range within the table. I sometimes have a column with a "Timestamp" so I know when I last updated the row.<br /></div>
Some information on that macro can be found on the "Tips and FAQS" web page on the add-in web site. Templates are in the FILES area of the Yahoo group, including the template I always start from, because it has everything already set up for the macro:<br /><br />smfUpdateDownloadTable-Sample.xls<br /></div>
One thing not documented on the "Tips and FAQs" web page is that there is also a "referback" method. That is, using "~~~n~~~" (where "n" is 1, 2, 3, or whatever) says to use the value from that many columns to the left. So, "~~~1~~~" says to replace the data item from the previous column where "~~~1~~~" is. One technique I've used there is to have something like:<br /><br />TEXT(COLUMNS($E2:Q2)-1,"~~~0~~~")<br /></div>
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...where I want to use the value of whatever is in column E in my formula in column Q. Otherwise I needed to hardcode a "~~~12~~~" in the formula. However, if I inserted a new column, I need to make changes to all hardcoded formulas that use column E. By using the "COLUMNS()" function, the referral stays intact if columns are inserted.<br /></div>
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So, for example, a formula for column Q of the table might look like:<br /><br />="(""~~~1~~~""+""~~~2~~~"")/"""&TEXT(COLUMNS($E2:Q2)-1,"~~~0~~~")&"""-1"<br /></div>
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I've even evolved the process to the point of assigning the referbacks to defined names, so I can do something like:<br /><br />="IF(ISNUMBER("&cBid2&"),(MIN("&cStrike2&","&cPrice&")+"&cBid2&")/"&cPrice&"-1,""--"")"<br /></div>
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...where cBid2, cStrike2, and cPrice all look like that TEXT() formula above. The defined names make it a lot easier to understand what the formula is referring to. :)</div>
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On Wed, Apr 22, 2015 at 8:58 AM, austinmlazar@... wrote:<br /><blockquote class="ygrps-yiv-1930556600gmail_quote" style="border-left: 1px solid rgb(204, 204, 204); margin: 0px 0px 0px 0.8ex; padding: 0px 0px 0px 1ex;">
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I have hit a road block in the midst of a very exciting project I was working on, using the RCHGetElementNumber () function I have implemented over 43 important metrics that automatically generate for every ticker entered, I have made 506 rows with the plan to reweight the S&P dynamically with an Expected Alpha based weighting system. After about 145 tickers that worked seamlessly and uploaded all 43 data points within 45 seconds almost every time. Below a certain point it starts to give me error outputs for every data point and I know this isn't right because it worked seamlessly with any random ticker I would put it. I also tried to recreate another sheet thinking maybe the worksheet was overloaded but do I have to create an entirely new workbook for every increment of 145 or are there other fixes to this?</div>
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Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-394030747255875552021-02-02T13:47:00.002-07:002021-02-02T13:47:30.263-07:00Tip -- 2.1b - Using the smfUpdateDownloadTable macro<span style="background-color: white; font-family: "Helvetica Neue", Helvetica, Arial, san-serif, Roboto; font-size: 13px;">---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :</span><br />
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Let me restate [Tip 2.1a] and give some visuals of creating a range to fill using the smfUpdateDownloadTable macro:<br /><ol id="yui_3_15_0_2_1572404408950_892" style="list-style-image: initial; list-style-position: initial; margin: 1em 0px; padding: 0px 0px 0px 40px;">
<li id="yui_3_15_0_2_1572404408950_895" style="list-style-type: decimal !important; margin: 0px; padding: 0px;">The upper left hand corner cell of the table needs to have a range name of "Ticker" (see green-shaded cell on diagram). The text in the cell can be anything you want it to be.</li>
<li id="yui_3_15_0_2_1572404408950_891" style="list-style-type: decimal !important; margin: 0px; padding: 0px;">The cells below the "Ticker" cell should be filled in with Yahoo ticker symbols, one per cell (see yellow-shaded cells on diagram).</li>
<li id="yui_3_15_0_2_1572404408950_894" style="list-style-type: decimal !important; margin: 0px; padding: 0px;">The cells to the right of the "Ticker" cell should be filled with column titles (see orange-shaded cells on diagram. The text in these cells can be anything you want them to be.</li>
<li id="yui_3_15_0_2_1572404408950_893" style="list-style-type: decimal !important; margin: 0px; padding: 0px;">The cells above the column titles need to be filled in with SMF add-in formulas or element numbers (see blue-shaded cells on diagram). Use five tildas as a substitute for a ticker symbol. For example, any of the following text strings could be used to get "Market Capitalization" from Yahoo:<br /><br />941<br />RCHGetElementNumber("~~~~~", 941)<br />RCHGetTableCell("http://finance.yahoo.com/q/ks?s=~~~~~",1,">Market Cap")<br /><br />If you place an "X" in the cell of the element definition, it would tell the smfUpdateDownloadTable macro to skip it and leave that column alone. I do this when I want to create a column with my own formulas in, or to use as a divider column in the table.</li>
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The macro continues processing rows with ticker symbols (i.e. green-shaded cell) until it runs into an empty cell with no ticker symbol in it. It continues process across the row of element definitions (i.e. blue-shaded cells) until it runs into an empty cell with no element definition in it.<br /><br />So, this is what it would look like after doing the four steps above:<br /><br /><table border="1" cellpadding="2" cellspacing="0" id="yui_3_15_0_2_1572404408950_1569" style="border-spacing: 0px;"><tbody id="yui_3_15_0_2_1572404408950_1568">
<tr id="yui_3_15_0_2_1572404408950_1567"><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td><td align="right" bgcolor="#00ccff" id="yui_3_15_0_2_1572404408950_1566" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">941</td><td align="right" bgcolor="#00ccff" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">X</td><td align="right" bgcolor="#00ccff" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">942</td></tr>
<tr><td bgcolor="#99cc00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">Heading0</td><td bgcolor="#ffcc00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">Heading1</td><td bgcolor="#ffcc00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">Heading2</td><td bgcolor="#ffcc00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">Heading3</td></tr>
<tr><td bgcolor="#ffff00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">MMM</td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td></tr>
<tr><td bgcolor="#ffff00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">IBM</td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td></tr>
<tr><td bgcolor="#ffff00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">AA</td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td></tr>
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<br />After running the smfUpdateDownloadTable macro, it would look like this:<br /><br /><table border="1" cellpadding="2" cellspacing="0" style="border-spacing: 0px;"><tbody>
<tr><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td><td align="right" bgcolor="#00ccff" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">941</td><td align="right" bgcolor="#00ccff" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">X</td><td align="right" bgcolor="#00ccff" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">942</td></tr>
<tr><td bgcolor="#99cc00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">Heading0</td><td bgcolor="#ffcc00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">Heading1</td><td bgcolor="#ffcc00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">Heading2</td><td bgcolor="#ffcc00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">Heading3</td></tr>
<tr><td bgcolor="#ffff00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">MMM</td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">58800000</td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">61300000</td></tr>
<tr><td bgcolor="#ffff00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">IBM</td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">1.73E+08</td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">1.88E+08</td></tr>
<tr><td bgcolor="#ffff00" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">AA</td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">15230000</td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom"> </td><td align="right" style="border-spacing: 2px; margin: 0px; padding: 0px; white-space: nowrap;" valign="bottom">23800000<br /></td></tr>
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Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-27358522380062679362021-02-02T13:46:00.002-07:002021-02-02T13:46:47.993-07:00Tip -- 2.1a - Using the smfUpdateDownloadTable macro<span style="background-color: white; font-family: "Helvetica Neue", Helvetica, Arial, san-serif, Roboto; font-size: 13px;">---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :</span><br />
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I use the smfUpdateDownloadTable macro for such situations. This would actually place values into the table, so no recalculation occurs. When I want "fresh" values, I just rerun the macro. Here is the documentation for the table setup from the macro's module:<br /><ol id="yui_3_15_0_2_1572404326004_911" style="list-style-image: initial; list-style-position: initial; margin: 1em 0px; padding: 0px 0px 0px 40px;">
<li id="yui_3_15_0_2_1572404326004_925" style="list-style-type: decimal !important; margin: 0px; padding: 0px;">The upper left hand corner cell of the table needs to have a range name of "Ticker"</li>
<li id="yui_3_15_0_2_1572404326004_924" style="list-style-type: decimal !important; margin: 0px; padding: 0px;">The cells below the "Ticker" cell should be filled in with ticker symbols, one per cell</li>
<li id="yui_3_15_0_2_1572404326004_910" style="list-style-type: decimal !important; margin: 0px; padding: 0px;">The cells to the right of the "Ticker" cell should be filled with column titles</li>
<li id="yui_3_15_0_2_1572404326004_921" style="list-style-type: decimal !important; margin: 0px; padding: 0px;">The cells above the column titles need to be filled in with SMF add-in formulas or element numbers. Use five tildas as a substitute for a ticker symbol. For example, any of the following text strings could be used to get "Market Capitalization" from Yahoo:<br /><br />941<br />RCHGetElementNumber("~~~~~", 941)<br />RCHGetTableCell("http://finance.yahoo.com/q/ks?s=~~~~~",1,">Market Cap")</li>
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A recent addition to the process is that if the cell entry above a column title is an "x", that column is skipped from any update -- I use this for any calculation columns I want in the middle of my table. In all of my workbooks, I assign the smfUpdateDownloadTable macro to a keyboard shortcut of Ctrl-Shift-J.<br /><br /><blockquote id="yui_3_15_0_2_1572404326004_1556" style="margin: 1em; padding: 0px;">
<span class="" id="yui_3_15_0_2_1572404326004_1555">On 10/19/07, rjlabs <rick@...> wrote:<br />><br />> I have a large table of =RCHGetElementNumber() that has historical<br />> quarterly info that I only need to update sporadically. It takes about<br />> 15 minutes to update (about 60 tickers x 150 fields).<br />><br />> Is there a way I can control when those functions run and update? I<br />> want to be able to open the spreadsheet with perhaps stale data and<br />> not have it update. However I don't want to set calculation to manual<br />> because other parts of the workbook I want regularly calculating. (Any<br />> programmer guide or FAQ or embedded docs on this just point me to them.) </span></blockquote>
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Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-40715080368373229392021-01-06T15:44:00.000-07:002021-01-06T15:44:07.706-07:00Tip -- Using smfGetCSVFile() to grab Yahoo Historical quotes<p><span style="font-family: arial;">It appears that Yahoo once again has an easy-to-grab CSV file of their historical quotes available directly via a URL. See the link below for an example, using the smfGetCSVFile() function. It does use the new EXCEL "spill" feature -- if you don't have that available, all you will see is "Date" for the function, as you would need to array-enter the function. The new "spill" feature automatically expands any array function to fill the range is has data for.</span></p><p><a href="http://ogres-crypt.com/SMF/Samples/SMF-Sample-smfGetCSVFile-Yahoo-Historical-Quotes.xlsm"><span style="font-family: arial;">SMF-Sample-smfGetCSVFile-Yahoo-Historical-Quotes.xlsm</span></a></p>Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-61803205008067971342021-01-05T15:34:00.001-07:002021-01-05T15:34:28.449-07:00Alert -- RCHGetYahooQuotes() issue<p><span style="background-color: white; color: #222222; font-size: small;"><span style="font-family: arial;">When I wrote RCHGetYahooHistory() well over a decade ago, the default ending date was 2020-12-31 if no date information was passed.</span></span></p><div class="gmail_default" style="background-color: white; color: #222222; font-size: small;"><span style="font-family: arial;">You can either switch over and use the new smfGetYahooHistory(), or specify a different ending year (e.g. 2030) for RCHGetYahooHistory().</span></div>Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-6578446908435673332020-12-04T15:52:00.000-07:002020-12-04T15:52:36.970-07:00Alert -- Updates to Zacks Element Definitions<p><span style="font-family: arial;"> <span style="background-color: white; color: #222222;">Zacks recently made some changes to their quote web page, so some defined elements on smf-elements-6.txt needed to be updated.</span></span></p><span style="font-family: arial;"><span style="background-color: white; color: #222222;">New files on the web site: </span><br style="background-color: white; color: #222222;" /></span><ul style="background-color: white; color: #222222; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;"><li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="color: #888888; font-family: arial; text-decoration-line: none;"><a href="http://ogres-crypt.com/SMF/Elements/smf-elements-6.txt" style="color: #888888; text-decoration-line: none;">smf-elements-6.txt</a></span></li><li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="white-space: nowrap;"><a href="http://ogres-crypt.com/SMF/Documentation/viewer.php?name=Change-Log.html" style="color: #888888; text-decoration-line: none;"><span face="Arial, Helvetica, sans-serif" style="font-family: arial;">Change-Log.html</span></a></span></li></ul><div style="background-color: white; color: #222222;"><span style="font-family: arial;">Best practice is to exit EXCEL when updating SMF add-in files.</span></div><div style="background-color: white; color: #222222;"><span style="font-family: arial;"><br /></span></div><div style="background-color: white; color: #222222;"><span style="font-family: arial;">Updated element definitions:</span></div><div style="background-color: white; color: #222222;"><span style="font-family: arial;"><br /></span></div><div style="background-color: white; color: #222222;"><table border="1">
<tbody><tr><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: arial;"># </span></b></td><td style="color: black; text-align: left; vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: arial;">Usage</span></b></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: arial;">Source</span></b></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: arial;">Element</span></b></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: arial;">Template or Notes</span></b></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: arial;">Updated</span></b></td></tr>
<tr><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">13869</span></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">S</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Zacks</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Market Capitalization</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">SMF-Template-Zacks-Data.xls</span></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">2020-12-04</span></td></tr>
<tr><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">13871</span></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">S</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Zacks</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Current Year Estimate</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">SMF-Template-Zacks-Data.xls</span></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">2020-12-04</span></td></tr>
<tr><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">13872</span></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">S</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Zacks</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">EPS Last Year</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">SMF-Template-Zacks-Data.xls</span></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">2020-12-04</span></td></tr>
<tr><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">13891</span></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">S</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Zacks</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Beta</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">SMF-Template-Zacks-Data.xls</span></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">2020-12-04</span></td></tr>
<tr><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">13892</span></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">S</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Zacks</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Forward P/E</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">SMF-Template-Zacks-Data.xls</span></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">2020-12-04</span></td></tr>
<tr><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">13896</span></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">S</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Zacks</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Sector</span></td><td style="color: black; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">SMF-Template-Zacks-Data.xls</span></td><td style="color: black; text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">2020-12-04</span></td></tr>
</tbody></table>
<span style="font-family: arial;"> </span></div>Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-83598669902655654652020-11-18T16:02:00.001-07:002020-11-18T16:03:36.339-07:00Tip: Data retrieval with Python<p><span style="font-family: arial;">If you're not familiar with Python, you should learn. It's a powerful programming language that can extract data from websites. And there are many code libraries for doing that retrieval. </span></p><p><span style="font-family: arial;">The Google Colaboratory website allows you to easily run Python code from the browser:</span></p><p><span style="font-family: arial;"><a href="https://colab.research.google.com/notebooks/intro.ipynb#recent=true">https://colab.research.google.com/notebooks/intro.ipynb#recent=true</a></span></p><p><span style="font-family: arial;">A good introduction to retrieving Yahoo data is here:</span></p><p><span style="font-family: arial;"><a href="https://medium.com/@realmistic/use-your-computer-to-make-informed-decisions-in-stock-trading-practical-introduction-part-2-832e6f67f590">https://medium.com/@realmistic/use-your-computer-to-make-informed-decisions-in-stock-trading-practical-introduction-part-2-832e6f67f590</a></span></p><p><span style="font-family: arial;">For example, a program as simple as:</span></p><blockquote style="border: none; margin: 0px 0px 0px 40px; padding: 0px; text-align: left;"><div style="text-align: left;"><span style="font-family: arial;">!pip install yfinance</span></div><div style="text-align: left;"><span style="font-family: arial;">import yfinance as yf</span></div><div style="text-align: left;"><span style="font-family: arial;">pfe = yf.Ticker('PFE')</span></div><div style="text-align: left;"><span style="font-family: arial;">pfe.info</span></div></blockquote><p><span style="font-family: arial;">...will allow access to all of this data:</span></p><blockquote style="border: none; margin: 0px 0px 0px 40px; padding: 0px; text-align: left;"><div style="text-align: left;"><div><span style="font-family: arial;">{'52WeekChange': 0.025267482,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'SandP52WeekChange': 0.16119564,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'address1': '235 East 42nd Street',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'algorithm': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'annualHoldingsTurnover': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'annualReportExpenseRatio': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'ask': 36.55,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'askSize': 4000,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'averageDailyVolume10Day': 82095557,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'averageVolume': 31018400,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'averageVolume10days': 82095557,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'beta': 0.641488,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'beta3Year': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'bid': 36.52,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'bidSize': 1800,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'bookValue': 11.744,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'category': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'circulatingSupply': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'city': 'New York',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'companyOfficers': [],</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'country': 'United States',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'currency': 'USD',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'dateShortInterest': 1604016000,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'dayHigh': 37.42,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'dayLow': 36.3,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'dividendRate': 1.52,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'dividendYield': 0.0422,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'earningsQuarterlyGrowth': -0.714,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'enterpriseToEbitda': 13.11,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'enterpriseToRevenue': 5.206,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'enterpriseValue': 253279617024,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'exDividendDate': 1604534400,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'exchange': 'NYQ',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'exchangeTimezoneName': 'America/New_York',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'exchangeTimezoneShortName': 'EST',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'expireDate': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'fiftyDayAverage': 35.149593,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'fiftyTwoWeekHigh': 39.83871,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'fiftyTwoWeekLow': 26.451612,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'fiveYearAverageReturn': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'fiveYearAvgDividendYield': 3.62,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'floatShares': 5548891741,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'forwardEps': 2.84,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'forwardPE': 12.788733,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'fromCurrency': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'fullTimeEmployees': 88300,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'fundFamily': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'fundInceptionDate': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'gmtOffSetMilliseconds': '-18000000',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'heldPercentInsiders': 0.00046999997,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'heldPercentInstitutions': 0.70032,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'industry': 'Drug Manufacturers—General',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'isEsgPopulated': False,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'lastCapGain': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'lastDividendDate': 1604534400,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'lastDividendValue': 0.36053,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'lastFiscalYearEnd': 1577750400,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'lastMarket': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'lastSplitDate': 1605571200,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'lastSplitFactor': '1054:1000',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'legalType': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'logo_url': 'https://logo.clearbit.com/pfizer.com',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'longBusinessSummary': 'Pfizer Inc. develops, manufactures, and sells healthcare products worldwide. It offers medicines and vaccines in various therapeutic areas, including cardiovascular metabolic and pain under the Eliquis, Chantix/Champix, and Premarin family brands; biologics, small molecules, immunotherapies, and biosimilars under the Ibrance, Sutent, Xtandi, Xalkori, Inlyta, Braftovi + Mektovi brands; and sterile injectable and anti-infective medicines under the Sulperazon, Medrol, Vfend, and Zithromax brands. The company also provides medicines and vaccines in various therapeutic areas, such as pneumococcal disease, meningococcal disease, and tick-borne encephalitis under the Prevnar 13/Prevenar 13 (pediatric/adult), FSME-IMMUN, Nimenrix, and Trumenba brands; biosimilars for chronic immune and inflammatory diseases under the Xeljanz, Enbrel, Inflectra, and Eucrisa brands; and amyloidosis, hemophilia, and endocrine diseases under the Vyndaqel/Vyndamax, BeneFIX, Genotropin, and Refacto AF/Xyntha brands. In addition, the company is involved in the contract manufacturing business. It serves wholesalers, retailers, hospitals, clinics, government agencies, pharmacies, and individual provider offices, as well as disease control and prevention centers. The company has collaboration and/or co-promotion agreements with Bristol-Myers Squibb Company and Astellas Pharma US, Inc.; a licensing agreement with Akcea Therapeutics, Inc; a strategic alliance with Verily Life Sciences LLC; collaboration agreements with Merck KGaA and Valneva SE; a clinical trial collaboration and supply agreement with IDEAYA Biosciences, Inc.; a material transfer and collaboration agreement with BioNTech SE; a clinical supply collaboration with Jiangsu Alphamab Biopharmaceuticals Co., Ltd; a research collaboration and license agreement with BioInvent International AB; and a multi-target drug discovery collaboration with Sosei Group Corporation. Pfizer Inc. was founded in 1849 and is headquartered in New York, New York.',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'longName': 'Pfizer Inc.',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'market': 'us_market',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'marketCap': 201881092096,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'maxAge': 1,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'maxSupply': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'messageBoardId': 'finmb_162270',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'morningStarOverallRating': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'morningStarRiskRating': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'mostRecentQuarter': 1601164800,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'navPrice': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'netIncomeToCommon': 8686000128,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'nextFiscalYearEnd': 1640908800,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'open': 36.93,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'openInterest': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'payoutRatio': 0.96769994,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'pegRatio': -12.73,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'phone': '212 733 2323',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'previousClose': 36.04,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'priceHint': 2,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'priceToBook': 3.092643,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'priceToSalesTrailing12Months': 4.1497483,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'profitMargins': 0.17854,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'quoteType': 'EQUITY',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'regularMarketDayHigh': 37.42,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'regularMarketDayLow': 36.3,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'regularMarketOpen': 36.93,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'regularMarketPreviousClose': 36.04,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'regularMarketPrice': 36.93,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'regularMarketVolume': 62576363,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'revenueQuarterlyGrowth': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'sector': 'Healthcare',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'sharesOutstanding': 5558400000,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'sharesPercentSharesOut': 0.0083,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'sharesShort': 45925049,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'sharesShortPreviousMonthDate': 1601424000,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'sharesShortPriorMonth': 45163995,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'shortName': 'Pfizer, Inc.',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'shortPercentOfFloat': 0.0083,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'shortRatio': 1.93,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'startDate': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'state': 'NY',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'strikePrice': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'symbol': 'PFE',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'threeYearAverageReturn': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'toCurrency': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'totalAssets': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'tradeable': False,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'trailingAnnualDividendRate': 1.5,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'trailingAnnualDividendYield': 0.041620422,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'trailingEps': 1.538,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'trailingPE': 23.615084,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'twoHundredDayAverage': 34.76005,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'volume': 62576363,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'volume24Hr': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'volumeAllCurrencies': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'website': 'http://www.pfizer.com',</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'yield': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'ytdReturn': None,</span></div></div><div style="text-align: left;"><div><span style="font-family: arial;"> 'zip': '10017'}</span></div></div></blockquote><p><span style="font-family: arial;"> </span></p>Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-25556889821105952322020-10-20T12:08:00.003-07:002020-10-20T12:08:36.589-07:00Alert -- Issue with smfGetGuruFocusItem()<p><span style="font-family: arial;"> Unfortunately, GuruFocus has changed the way HTML class labels are used on their web page, and those were the labels that the function uses as search terms. I made some simple changes that fixed many, but there were also many that they didn't make the same changes to, so then those broke. It seems like any fix I make to the current algorithm to fix one extraction breaks some other extraction.</span></p><div class="gmail_default"><span style="font-family: arial;">It looks like they've also changed a few line item labels.</span></div><div class="gmail_default"><span style="font-family: arial;"><br /></span></div><div class="gmail_default"><span style="font-family: arial;">...Later...</span></div><div class="gmail_default"><span style="font-family: arial;"><br /></span></div><div class="gmail_default"><span style="font-family: arial;">I made a compromise and abandoned the old search tags, now keying off the TTM item. That was the way I originally did it, but there were issues with companies that didn't have enough quarterly items. But I'd rather have it work for everything else and not those than not work for anything.</span></div><div class="gmail_default"><span style="font-family: arial;"><br /></span></div><div class="gmail_default"><span style="font-family: arial;">It looks like the things I'm getting an outright "Error" on are a result of the line item simply not existing for the company.</span></div><div class="gmail_default"><span style="font-family: arial;"><br /></span></div><div class="gmail_default"><span style="font-family: arial;">Because I am a subscriber, I never use this function. The smfGetGuruFocusCSVItem() function is much faster at data retrieval and more comprehensive. </span></div><div class="gmail_default"><span style="font-family: arial;"><br /></span></div><div class="gmail_default"><span style="font-family: arial;">Here is an interim XLA file until I decide what more I want to do, if anything.</span></div><p><b><a href="http://ogres-crypt.com/SMF/Works-In-Progress/RCH_Stock_Market_Functions.xla"><span style="font-family: arial;">Updated XLA file</span></a></b></p><p><span style="font-family: arial;">You should exit EXCEL before updating the XLA file.</span></p>Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-46478818312932687582020-09-29T13:02:00.000-07:002020-09-29T13:02:26.313-07:00Alert -- Updates to Zacks Element Definitions<p><span style="font-family: arial;"> <span style="background-color: white; color: #222222;">Zacks recently made some changes to their quote web page, so some defined elements on smf-elements-6.txt needed to be updated.</span></span></p><span style="font-family: arial;"><span style="background-color: white; color: #222222;">New files on the web site: </span><br style="background-color: white; color: #222222;" /></span><ul style="background-color: white; color: #222222; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;"><li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="color: #888888; font-family: arial; text-decoration-line: none;"><a href="http://ogres-crypt.com/SMF/Elements/smf-elements-6.txt" style="color: #888888; text-decoration-line: none;">smf-elements-6.txt</a></span></li><li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="white-space: nowrap;"><a href="http://ogres-crypt.com/SMF/Documentation/viewer.php?name=Change-Log.html" style="color: #888888; text-decoration-line: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Change-Log.html</span></a></span></li></ul><div style="background-color: white; color: #222222;"><span style="font-family: arial;">Best practice is to exit EXCEL when updating SMF add-in files.</span></div><div style="background-color: white; color: #222222;"><span style="font-family: arial;"><br /></span></div><div style="background-color: white; color: #222222;"><span style="font-family: arial;">Updated element definitions:</span></div><div style="background-color: white; color: #222222;"><span style="font-family: arial;"><br /></span></div><div style="background-color: white; color: #222222;"><table border="1"><tbody><tr><td style="text-align: right; vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: arial;">#</span></b></td><td style="vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: arial;">Usage</span></b></td><td style="vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: arial;">Source</span></b></td><td style="vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: arial;">Element</span></b></td><td style="vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: arial;">Template or Notes</span></b></td><td style="text-align: center; vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: arial;">Updated</span></b></td></tr><tr><td style="text-align: right; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">844</span></td><td style="text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">S</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Zacks</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Stock Style, Value</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">SMF-Template-Zacks-Data.xls</span></td><td style="text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">2020-09-20</span></td></tr><tr><td style="text-align: right; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">845</span></td><td style="text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">S</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Zacks</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Stock Style, Growth</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">SMF-Template-Zacks-Data.xls</span></td><td style="text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">2020-09-20</span></td></tr><tr><td style="text-align: right; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">846</span></td><td style="text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">S</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Zacks</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Stock Style, Momentum</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">SMF-Template-Zacks-Data.xls</span></td><td style="text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">2020-09-20</span></td></tr><tr><td style="text-align: right; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">847</span></td><td style="text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">S</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Zacks</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Stock Style, VGM</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">SMF-Template-Zacks-Data.xls</span></td><td style="text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">2020-09-20</span></td></tr><tr><td style="text-align: right; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">848</span></td><td style="text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">S</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Zacks</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">Zacks Rank</span></td><td style="vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">SMF-Template-Zacks-Data.xls</span></td><td style="text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: arial;">2020-09-20</span></td></tr></tbody></table><span style="font-family: arial;"> </span></div>Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-60546623915247300992020-09-02T12:30:00.002-07:002020-09-02T12:32:04.162-07:00Alert: No further updates to add-in<p><span style="font-family: arial;">At list point, it's looking that there will be no further updates to the add-in. Several reasons:</span></p><p></p><ol style="text-align: left;"><li><span style="font-family: arial;">Too many resources have taken actions to prevent something like the add-in from accessing their data. Mostly by having dynamically created web pages with the data sourced from protected API files.</span></li><li><span style="font-family: arial;">Microsoft is making it more and more difficult to interact with the Internet via VBA. One situation in particular is that the IE object within EXCEL is no longer as functional as it was. And they've let it lapse to the point that a lot of websites don't even recognize it as a browser, so it can no longer be used to log into the site to get subscriber data.</span></li><li><span style="font-family: arial;">I've reached the point in my life were I'm pretty much a passive investor, so I no longer have much need of the add-in for financial data. These days, I use it more to automate extraction of data from non-financial websites.</span></li><li><span style="font-family: arial;">My available time and inclination to work on the add-in has decreased significantly in the last year, partially due to my frustration with the first two reasons.</span></li></ol><div><span style="font-family: arial;">Most of the more recent functions just use the building block functions like RCHGetWebData() and smfGetTagContent(), with the utility functions smfWord() and smfStrExtr(), so those new functions could be replicated in a spreadsheet. In fact, the newer functions generally come out of me making a prototype spreadsheet with those building block functions and then adapting it to a new function that does the same thing directly.</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">Although I started the add-in about 20 years, it had stand-alone predecessors in one language or another for about 15 years prior to that. So it's been a while...</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">I'll still be answering questions in the forums, but may obsolete the Yahoo Groups in the near future. It has gotten to be a bit chaotic to moderate since Yahoo abandoned the groups concept. And it would be better to have discussions on groups.io or Google Groups, where the discussions are archived.</span></div><p></p>Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-48417519293486519172020-05-19T09:10:00.001-07:002020-05-19T09:10:24.796-07:00Tip -- Number conversions for non U.S. regional settings<span style="background-color: white; font-family: Arial, Helvetica, sans-serif;">---In smf_addin@yahoogroups.com, <prosuite2000i@...> wrote :</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br style="background-color: white;" /></span>
<div id="ygrps-yiv-649449238" style="background-color: white; margin: 0px; padding: 0px;">
<table border="0" cellpadding="0" cellspacing="0" id="yui_3_15_0_2_1572404107161_890" style="border-spacing: 0px;"><tbody id="yui_3_15_0_2_1572404107161_889">
<tr id="yui_3_15_0_2_1572404107161_888"><td class="yui_3_15_0_2_1572404107161_1548" id="yui_3_15_0_2_1572404107161_887" style="border-spacing: 2px; font: inherit; margin: 0px; padding: 0px;" valign="top"><div id="yui_3_15_0_2_1572404107161_893" style="margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;">Best way to resolve regional settings (working for months) is</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">' Replace all occurences of CDec to RegionalCDec in you code.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">' and keep CDec unchanged in RegionalCDec function</span></div>
<div id="yui_3_15_0_2_1572404107161_925" style="margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;">' Add in modUtilities</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Public Function RegionalCDec(ByVal varUS2Regional As Variant) As Variant</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Dim varRegionalNumber As Variant</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Dim strRegionalDecimalSep As String</span></div>
<div id="yui_3_15_0_2_1572404107161_886" style="margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;">On Error GoTo RegionalCDec_Error</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">If UCase$(varUS2Regional) = LCase$(varUS2Regional) Then</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> ' Likely a number</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> strRegionalDecimalSep = Mid$(1 / 2, 2, 1)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If strRegionalDecimalSep <> "." Then</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> ' Local is not US</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> varRegionalNumber = varUS2Regional</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If InStrB(varRegionalNumber, ",") <> 0 Then</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> ' Get rid of Thousand Separator</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> varRegionalNumber = Replace$(varRegionalNumber, ",", vbNullString)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> End If</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If InStrB(varRegionalNumber, ".") <> 0 Then</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> ' Replace US Decimal Separator to Local</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> varRegionalNumber = Replace$(varRegionalNumber, ".", strRegionalDecimalSep)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> End If</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> 'varRegionalNumber = CDec(varRegionalNumber)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If IsNumeric(varRegionalNumber) Then varUS2Regional = varRegionalNumber</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> End If</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">End If</span></div>
<div id="yui_3_15_0_2_1572404107161_902" style="margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;">RegionalCDec_Error:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">RegionalCDec = CDec(varUS2Regional)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">End Function</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Using CDate has the same side effects with Regional Settings.</span><br />
</div>
<div style="margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;">' Replace CDate in RCHGetYahooHistory by RegionalCDate(vItem(0), "yyyy-mm-dd")</span></div>
<div style="margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;">' Replace CDate in smfGetMSNHistory by RegionalCDate(vItem(0), "m/d/yyyy")</span></div>
<div style="margin: 0px; padding: 0px;">
</div>
<div style="margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;">' Add in modUtilities</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Public Function RegionalCDate(ByRef varUS2Regional As Variant, Optional ByVal strDateFormat As String = "mm/dd/yyyy") As Date</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Dim varRegionalDate As Variant</span></div>
<div style="margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;">Dim lngLen As Long</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Dim strDay As String, strMonth As String, strYear As String</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Dim lngDay As Long, lngMonth As Long, lngYear As Long</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Dim lngPosDay As Long, lngPosMonth As Long, lngPosYear As Long</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Dim lngLenDay As Long, lngLenMonth As Long, lngLenYear As Long</span></div>
<div style="margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;">On Error GoTo RegionalCDate_Error</span></div>
<div id="yui_3_15_0_2_1572404107161_903" style="margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;">lngLen = Len(varUS2Regional)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">If lngLen <> 0 Then</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If UCase$(varUS2Regional) = LCase$(varUS2Regional) Then</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> ' Likely a date</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> strDateFormat = LCase$(strDateFormat)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> lngLenDay = lngLen - Len(Replace(strDateFormat, "d", vbNullString))</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If lngLenDay <> 0 Then</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> lngPosDay = InStr(strDateFormat, String$(lngLenDay, "d"))</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If lngPosDay <> 0 Then</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> strDay = Mid$(varUS2Regional, lngPosDay, 2)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If Not IsNumeric(strDay) Then _</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> strDay = Mid$(varUS2Regional, lngPosDay, lngLenDay)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> End If</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> End If</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> lngLenMonth = lngLen - Len(Replace(strDateFormat, "m", vbNullString))</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If lngLenMonth <> 0 Then</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> lngPosMonth = InStr(strDateFormat, String$(lngLenMonth, "m"))</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If lngPosMonth <> 0 Then</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> strMonth = Mid$(varUS2Regional, lngPosMonth, 2)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If Not IsNumeric(strDay) Then</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> strMonth = Mid$(varUS2Regional, lngPosMonth, lngLenMonth)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If Not IsNumeric(strMonth) Then strMonth = _</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> (InStrB("JanFebMarAprMayJunJulAugSepOctNovDec", strMonth) + 5) \ 6</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> End If</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> End If</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> End If</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> lngLenYear = lngLen - Len(Replace(strDateFormat, "y", vbNullString))</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If lngLenYear <> 0 Then</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> lngPosYear = InStr(strDateFormat, String$(lngLenYear, "y"))</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If lngPosYear <> 0 Then strYear = Mid$(varUS2Regional, lngPosYear, lngLenYear)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> End If</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> varRegionalDate = DateSerial(strYear, strMonth, strDay)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> If IsDate(varRegionalDate) Then varUS2Regional = varRegionalDate</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> End If</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">End If</span></div>
<div id="yui_3_15_0_2_1572404107161_905" style="margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;">RegionalCDate_Error:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">RegionalCDate = CDate(varUS2Regional)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">End Function</span></div>
<div id="yui_3_15_0_2_1572404107161_906" style="margin: 0px; padding: 0px;">
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<blockquote id="yui_3_15_0_2_1572404107161_915" style="margin: 1em; padding: 0px;">
<span class="" id="yui_3_15_0_2_1572404107161_920" style="font-family: Arial, Helvetica, sans-serif;">--- On Mon, 10/11/10, Randy Harmelink <rharmelink@...> wrote:<br /><br />I think there are only two ways to overcome it:<br /><br />1. Change to the US regional settings so the VBA function does the conversion correctly.<br />2. Change the add-in conversion to do the process a different way with another function.<br /><br />Since the method suggested to me for (2) didn't work for US regional settings, I didn't really look at it very long. See:<br /><br />http://finance.groups.yahoo.com/group/smf_addin/message/6537<br /><br /><br />On Mon, Oct 11, 2010 at 5:38 AM, po_zi_2000 <zetelsl@...> wrote:<br /><br />Do you know how to evercome this?<br />Is there anything I can do to fix it in my own templates?<br />Since I will normally work under European settings once fixed there won't be any conflicts with US settings.<br /><br /><br /><br /><br /></span></blockquote>
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</td></tr>
</tbody></table>
</div>
Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-27253445981441586442020-05-19T09:09:00.001-07:002020-05-19T09:09:37.092-07:00Tip -- 9.5 - FAQ: What is the smfForceRecalculation macro and how do I use it?<span style="background-color: white; font-family: Arial, Helvetica, sans-serif;">---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br style="background-color: white;" /></span>
<div id="ygrps-yiv-1289483867" style="background-color: white; margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;"><u><b>Overview</b></u>When the RCHGetElementNumber() and RCHGetTableCell() and RCHGetWebData() functions are invoked, they actually extract data from a copy of the web page that was saved by the add-in. This is done to make the functions run more quickly, because the actual retrieval of a web page from the Internet is the part of the process that takes the most time. For example, if you were to get 20 or 30 data items from the same web page, this process allows the web page to be retrieved once and then all extractions are done from that single retrieval of the web page from the Internet. Otherwise, each invocation of those functions would need to grab a new web page.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">In general, the process operates as follows:</span><br />
<ul id="yui_3_15_0_2_1572405250880_1517" style="list-style-image: initial; list-style-position: initial; margin: 1em 0px; padding: 0px 0px 0px 40px;">
<li id="yui_3_15_0_2_1572405250880_1524" style="list-style-type: disc !important; margin: 0px; padding: 0px;"><span style="font-family: Arial, Helvetica, sans-serif;">The "saved array" is first checked, to see if the web page the data is being extracted from has already been retrieved from the Internet.</span></li>
<li id="yui_3_15_0_2_1572405250880_1521" style="list-style-type: disc !important; margin: 0px; padding: 0px;"><span style="font-family: Arial, Helvetica, sans-serif;">If an entry in the "saved array" is found, the data is extracted from the saved copy of the web page.</span></li>
<li style="list-style-type: disc !important; margin: 0px; padding: 0px;"><span style="font-family: Arial, Helvetica, sans-serif;">If an entry is not found in the "saved array", the source code of the web page is retrieved from the Internet and then put into the "saved array", which is indexed by URL. Then, the data is extracted from that saved copy of the web page.</span></li>
</ul>
<b><u><span style="font-family: Arial, Helvetica, sans-serif;">What does the smfForceRecalculation macro do?</span></u></b><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">When you run this macro, it purges the "saved array" of web pages and then triggers a full recalculation within EXCEL. Since the "saved array" of web pages has been emptied out, the add-in functions that use the "saved array" of web pages will no longer find a saved copy of a web page, and be forced to retrieve a fresh copy of the web page. Note, however, that ONLY the first function invocation that uses a given URL will go to the Internet -- because it will save a new copy of the web page, which all other functions using that URL will use instead of going to the Internet to get the web page again.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">In addition, this macro will also force all of the RCHGetElementNumber() element definitions to be reloaded. That was actually the original reason the macro was written -- so I could modify an element definition and tell the add-in to reload the new element definitions and test them to see if the changes worked correctly.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<u><b><span style="font-family: Arial, Helvetica, sans-serif;">How do I run the smfForceRecalculation macro?</span></b></u><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">You can use the keyboard shortcut alt-F8 to bring up EXCEL's macro dialog window. Unfortunately, this window does NOT list macros that are part of an add-in. That means you need to type in the macro name. When you complete entering the macro name, you should see the various buttons activate. You then click "Run" to run the macro.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">I have actually assigned the macro to a keyboard shortcut (done from the "Options..." button, which is located several buttons below the "Run" button used above). I also have added a button to my Quick Access Toolbar in EXCEL 2007 that runs the macro. It is what I use most often. In fact, I usually click on it each time before I open a new workbook, to reset the "saved array" of web pages for that workbook. But you probably don't want to do that if you have a number of workbooks open that use add-in functions, since the macro will force ALL add-in functions in ALL workbooks to recalculate.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<b><u><span style="font-family: Arial, Helvetica, sans-serif;">Additional Notes</span></u></b><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">The RCHGetYahooQuotes() and RCHGetYahooHistory() functions do NOT use the "saved array" of web pages. That's because they both return an entire set of data with each invocation of the function. So there is no advantage to saving the web page -- since all possible data is extracted from a single Internet access. In fact, Yahoo is returning CSV files, not web pages. So the functions just need to parse the CSV files and place the data into the range they were given access to when the formulas were array-entered.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Note, however, that the smfForceRecalculation macro WILL make those functions grab new copies of the CSV files and parse them out.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<hr />
</div>
Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-40431547578281975132020-05-19T09:08:00.001-07:002020-05-19T09:08:47.705-07:00Tip -- 9.4.2 - FAQ: What do I need in addtion to smfForceRecalculation to get my data to refresh?<span style="background-color: white; font-family: Arial, Helvetica, sans-serif;">---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<div id="ygrps-yiv-1126089268" style="background-color: white; margin: 0px; padding: 0px;">
<span style="font-family: Arial, Helvetica, sans-serif;">Another possible reason data is not refreshing is that you have your Internet Options set up to cache web pages. Since EXCEL and the add-in use the same Internet access engine as IE, it also utilizes IE's cookies and "Temporary Internet Files" folder.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">To check/change your page caching settings for the "Temporary Internet Files" folder:</span><br />
<ol id="yui_3_15_0_2_1572405143428_1546" style="list-style-image: initial; list-style-position: initial; margin: 1em 0px; padding: 0px 0px 0px 40px;">
<li style="list-style-type: decimal !important; margin: 0px; padding: 0px;"><span style="font-family: Arial, Helvetica, sans-serif;">Click on your system's "Start" button.</span></li>
<li style="list-style-type: decimal !important; margin: 0px; padding: 0px;"><span style="font-family: Arial, Helvetica, sans-serif;">Click on the "Control Panel" option.</span></li>
<li style="list-style-type: decimal !important; margin: 0px; padding: 0px;"><span style="font-family: Arial, Helvetica, sans-serif;">Double-click on "Internet Options".</span></li>
<li style="list-style-type: decimal !important; margin: 0px; padding: 0px;"><span style="font-family: Arial, Helvetica, sans-serif;">In the "Browser settings" section, click on the "Settings" button.</span></li>
<li style="list-style-type: decimal !important; margin: 0px; padding: 0px;"><span style="font-family: Arial, Helvetica, sans-serif;">Under where it says "Check for newer versions of stored pages:", you want to toggle the "Every time I visit the web page" radio button. Without this, the add-in would just retrieve IE's stored copy of the web page instead of the Internet access engine getting a fresh copy of the web page from the Internet.</span></li>
<li style="list-style-type: decimal !important; margin: 0px; padding: 0px;"><span style="font-family: Arial, Helvetica, sans-serif;">Click "OK" to save the settings and exit</span></li>
<li style="list-style-type: decimal !important; margin: 0px; padding: 0px;"><span style="font-family: Arial, Helvetica, sans-serif;">Click "OK" to exit</span></li>
<li id="yui_3_15_0_2_1572405143428_1565" style="list-style-type: decimal !important; margin: 0px; padding: 0px;"><span style="font-family: Arial, Helvetica, sans-serif;">Close the "Control Panel" window.</span></li>
</ol>
<span style="font-family: Arial, Helvetica, sans-serif;">Did you need to change your setting there?</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
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Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-37241915600342097692020-03-09T11:34:00.000-07:002020-03-09T11:34:17.434-07:00New ZIP file -- Version 2020.03.09<span style="font-family: Arial, Helvetica, sans-serif;">Because of the previously noted issues with Microsoft's changes to VBA's EVALUATE() function, I </span><span style="font-family: Arial, Helvetica, sans-serif;">had to add some special processing for the add-in's use of that function.</span><br />
<span style="background-color: white; color: #222222;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></span>
<span style="background-color: white; color: #222222;"><span style="font-family: Arial, Helvetica, sans-serif;">So I just uploaded a new version of the ZIP archive.</span></span><br />
<span style="background-color: white; color: #222222;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></span>
<hr style="-webkit-text-stroke-width: 0px; background-color: white; color: #222222; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;" />
<span style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><span style="background-color: white; color: #222222;">New files on the web site:</span><span style="background-color: white; color: #222222;"></span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><span style="background-color: white; color: #222222;"><br /></span></span>
<ul style="background-color: white; color: #222222; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="font-family: Arial, Helvetica, sans-serif; white-space: nowrap;"><a href="http://ogres-crypt.com/SMF/Documentation/viewer.php?name=Change-Log.html" style="color: #888888; text-decoration-line: none;">Change-Log.html</a></span></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><a href="http://ogres-crypt.com/SMF/RCH_Stock_Market_Functions-2.1.2020.03.09.zip" style="color: #888888; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">RCH_Stock_Market_Functions-2.1.2020.03.09.zip</span></a></li>
</ul>
<div style="background-color: white; color: #222222;">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Best practice is to exit EXCEL when updating SMF add-in files.</span></div>
Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-55257495176102341932020-03-08T23:17:00.000-07:002020-03-08T23:17:41.090-07:00Alert -- EXCEL changes for array-entered functions<span style="font-family: Arial, Helvetica, sans-serif;">Microsoft has made some interesting changes for functions that return multiple data items. If you don't array-enter the formula, EXCEL will now automatically expand the range of the formula, "spilling" it into additional rows and columns as needed.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">For example, create a new workbook and enter this in cell B2:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">=smfPricesByDates("MMM","12/31/2019","03/06/2020")</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">...and it should automatically fill the results in cells B2 and C2, "spilling" into cell C2.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Now try array-entering it into a single cell, B3, and you will see it doesn't expand the range to include the second returned item.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Now, put "A" in cell C4 and then put that formula in cell B4. It will <u><b>TRY</b></u> to expand the range to accommodate the two items being returned, but since C4 already has something in it, EXCEL will return a "#SPILL!" error to indicate it could not "spill" the returned results into more cells.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">For the most part, this won't affect many of the SMF add-in array-entered functions. Most are designed to only return enough data to fill the range the function is array-entered over. So if you enter such a formula into a single cell, EXCEL has nothing to spill over.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">For example, enter this in cell B6 and you'll only get a single data item (i.e. "Symbol"):</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">=smfGetYahooPortfolioView("MMM,IBM","01091523",,1)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">However, enter this in cell D8 and you'll get a 3x4 range filled as EXCEL spills it over.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">=smfGetYahooPortfolioView("MMM,IBM","01091523",,1,3,4)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">That's because the last two parameters are telling the function to override it's default of only filling the range it was entered over and instead returning 3 rows and 4 columns of data.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">A big advantage of allowing EXCEL to "spill" the function over the range is that it makes it a lot easier to edit. For example, just edit that formula in cell D8 so that the last two parameters are both 10:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">=smfGetYahooPortfolioView("MMM,AAPL","01091523",,1,10,10)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">After you hit enter, you should see that formula "spill" into a 10 by 10 range. You can edit it again, adding a ticker symbol and a field number:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">=smfGetYahooPortfolioView("MMM,AAPL,IBM","0109152324",,1,10,10)</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">...and it will automatically update what it can in the 10 by 10 range.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<br />Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-61750185264776910442020-03-08T22:54:00.000-07:002020-03-08T23:19:18.120-07:00Alert -- Issues with some RCHGetElementNumber() elements and some smfUpdateDownloadTable processing<span style="font-family: "arial" , "helvetica" , sans-serif;">Microsoft has made some changes to the VBA function EVALUATE(). Both the RCHGetElementNumber() function and the smfUpdateDownloadTable macro utilize the EVALUATE() function for some processing paths.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">What is happening is that if an add-in function is the first thing in the string passed to the EVALUATE() string, it doesn't evaluate the string and return the result. It simply returns the string that was passed to it.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">To see if your version of EXCEL does this, try the following add-in function:</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><span style="background-color: white; color: #222222;">=smfEval("smfStrExtr(""123"",</span><wbr style="background-color: white; color: #222222;"></wbr><span style="background-color: white; color: #222222;">""1"",""3"")")</span></span><br />
<span style="background-color: white; color: #222222;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></span>
<span style="background-color: white; color: #222222;"><span style="font-family: "arial" , "helvetica" , sans-serif;">If that returns a value of "2", you are not affected (yet). However, if it returns:</span></span><br />
<span style="background-color: white; color: #222222;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></span>
<span style="background-color: white;"><span style="color: #222222; font-family: "arial" , "helvetica" , sans-serif;">smfStrExtr("123","1","3")</span></span><br />
<span style="background-color: white;"><span style="color: #222222; font-family: "arial" , "helvetica" , sans-serif;"><br /></span></span>
<span style="background-color: white;"><span style="color: #222222; font-family: "arial" , "helvetica" , sans-serif;">...then you are affected.</span></span><br />
<span style="background-color: white;"><span style="color: #222222; font-family: "arial" , "helvetica" , sans-serif;"><br /></span></span>
<span style="background-color: white;"><span style="color: #222222; font-family: "arial" , "helvetica" , sans-serif;">I think I have a fix I can use, but I'm still thinking about whether it's the best way to do it.</span></span>Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-65208468591799789512019-10-22T08:27:00.001-07:002019-10-22T08:27:59.082-07:00Alert -- Some Yahoo element definitions updated<h3>
<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: small;">Most recent changes made to the add-in:</span></h3>
<div>
<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: small;"><br /></span></div>
<table border="1"><tbody>
<tr><td><b><span style="font-family: "arial" , "helvetica" , sans-serif;">Date</span></b></td><td><b><span style="font-family: "arial" , "helvetica" , sans-serif;">Routine</span></b></td><td><b><span style="font-family: "arial" , "helvetica" , sans-serif;">Description</span></b></td></tr>
<tr><td nowrap="" style="text-align: center;"><span nowrap="" style="font-family: "arial" , "helvetica" , sans-serif;">2019-10-22</span></td><td nowrap=""><span style="font-family: "arial" , "helvetica" , sans-serif;">RCHGetElementNumber</span></td><td><span style="font-family: "arial" , "helvetica" , sans-serif;">Updated definitions for a number Yahoo Key Statistics items on smf-elements-2.txt</span></td></tr>
</tbody></table>
<span style="background-color: white; color: #222222;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></span>
<span style="background-color: white; color: #222222;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Best practice is to exit EXCEL when updating SMF add-in files.</span></span>Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-78355052575858962352019-06-27T12:32:00.000-07:002019-06-27T12:32:12.196-07:00Alert -- Some Yahoo element definitions updated<h3>
<span style="font-family: "arial" , "helvetica" , sans-serif; font-size: small;">Most recent changes made to the add-in:</span></h3>
<br />
<table border="1">
<tbody>
<tr><td><b>Date</b></td><td><b>Routine</b></td><td><b>Description</b></td></tr>
<tr><td nowrap="" style="text-align: center;">2019-06-27</td><td nowrap="">RCHGetElementNumber</td><td>Updated definitions for a number Yahoo Key Statistics items on smf-elements-2.txt</td></tr>
<tr><td nowrap="" style="text-align: center;">2019-03-16</td><td nowrap="">RCHGetElementNumber</td><td>Updated definition of Yahoo element number 13863 (company name) on smf-elements-2.txt</td></tr>
</tbody></table>
<span style="font-family: "arial" , "helvetica" , sans-serif;">
</span>Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-45844906167050125102018-07-17T12:01:00.001-07:002018-07-17T12:01:45.015-07:00Alert -- Barchart JSON files now require an API key<span style="font-family: Arial, Helvetica, sans-serif;">Barchart has changed things so that any JSON requests require an API key. That means any add-in function that uses their JSON files will no longer work. A quick list of functions would be:</span><br />
<ul>
<li><span style="font-family: Arial, Helvetica, sans-serif;">smfGetBarchartPortfolioView()</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">smfGetOptionQuotes(), when using Barchart as the data source.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">smfGetBarchartOptionQuote()</span></li>
</ul>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;">I'll be looking into this, but I'm not optimistic.</span></div>
<div>
<br /></div>
Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-28440901472804801582018-06-25T15:25:00.001-07:002018-06-25T15:25:56.786-07:00Alert -- Restored StockScouter Element Definitions<span style="background-color: white; color: #222222; font-family: "arial" , "helvetica" , sans-serif; font-size: 13.2px;">StockScouter data elements used to come from MSN before they removed the data from their web pages. So those elements had been obsoleted. A question on the Yahoo group today noted that they are now available from the FreeRealTime web site, so I restored the element definitions that I could.</span><br />
<span style="background-color: white; color: #222222; font-family: "arial" , "helvetica" , sans-serif; font-size: 13.2px;"><br />New files on the web site: </span><br />
<ul style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="white-space: nowrap;"><a href="http://ogres-crypt.com/SMF/Documentation/viewer.php?name=Change-Log.html" style="color: #888888; text-decoration-line: none;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Change-Log.html</span></a></span></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><a href="http://ogres-crypt.com/SMF/Elements/RCHGetElementNumber-Element-Definitions.xls" style="color: #888888; text-decoration-line: none; white-space: nowrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">RCHGetElementNumber-Element-Definitions.xls</span></a></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="color: #888888; font-family: "arial" , "helvetica" , sans-serif;"><a href="http://ogres-crypt.com/SMF/Elements/smf-elements-1.txt" style="color: #888888; text-decoration-line: none;">smf-elements-1.txt</a></span></li>
</ul>
<div style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px;">
<span style="font-family: "arial" , "helvetica" , sans-serif;">Best practice is to exit EXCEL when updating SMF add-in files.</span></div>
<div style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<div style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px;">
<span style="font-family: "arial" , "helvetica" , sans-serif;">Restored element definitions:</span></div>
<div style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px;">
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span></div>
<div style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px;">
<table border="1">
<tbody>
<tr><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><b># </b></td><td style="color: rgb(0 , 0 , 0); text-align: left; vertical-align: bottom; white-space: nowrap;"><b>Usage</b></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><b>Source</b></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><b>Element</b></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><b>Template or Notes</b></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><b>Updated</b></td></tr>
<tr><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">541</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">S</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Scouter</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Quick Summary</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">None</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">2018-06-25</td></tr>
<tr><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">543</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">S</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Scouter</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">StockScouter Rating -- Current</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">None</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">2018-06-25</td></tr>
<tr><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">544</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">S</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Scouter</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">StockScouter Rating -- 1 Month Ago</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">None</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">2018-06-25</td></tr>
<tr><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">545</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">S</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Scouter</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">StockScouter Rating -- 3 Months Ago</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">None</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">2018-06-25</td></tr>
<tr><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">546</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">S</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Scouter</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">StockScouter Rating -- 6 Months Ago</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">None</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">2018-06-25</td></tr>
<tr><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">547</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">S</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Scouter</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Technical Grade</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">None</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">2018-06-25</td></tr>
<tr><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">548</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">S</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Scouter</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Valuation Grade</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">None</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">2018-06-25</td></tr>
<tr><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">549</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">S</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Scouter</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Ownership Grade</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">None</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">2018-06-25</td></tr>
<tr><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">550</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">S</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Scouter</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Fundamental Grade</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">None</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">2018-06-25</td></tr>
<tr><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">551</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">S</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Scouter</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Return Grade</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">None</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">2018-06-25</td></tr>
<tr><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">552</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">S</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Scouter</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">Risk Grade</td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;">None</td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;">2018-06-25</td></tr>
</tbody></table>
</div>
Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-91960262298210251332018-06-07T13:48:00.000-07:002018-06-07T13:48:57.957-07:00Alert -- Updates to Zacks Element Definitions<span style="background-color: white; color: #222222; font-family: Arial, Helvetica, sans-serif;">Zacks recently made some changes to their quote web page, so some defined elements on smf-elements-6.txt needed to be updated.<br /><br />New files on the web site: </span><br />
<ul style="background-color: white; color: #222222; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="white-space: nowrap;"><a href="http://ogres-crypt.com/SMF/Documentation/viewer.php?name=Change-Log.html" style="color: #888888; text-decoration-line: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Change-Log.html</span></a></span></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><a href="http://ogres-crypt.com/SMF/Elements/RCHGetElementNumber-Element-Definitions.xls" style="color: #888888; text-decoration-line: none; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">RCHGetElementNumber-Element-Definitions.xls</span></a></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="color: #888888; font-family: Arial, Helvetica, sans-serif;"><a href="http://ogres-crypt.com/SMF/Elements/smf-elements-6.txt" style="color: #888888; text-decoration-line: none;">smf-elements-6.txt</a></span></li>
</ul>
<div style="background-color: white; color: #222222;">
<span style="font-family: Arial, Helvetica, sans-serif;">Best practice is to exit EXCEL when updating SMF add-in files.</span></div>
<div style="background-color: white; color: #222222;">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div style="background-color: white; color: #222222;">
<span style="font-family: Arial, Helvetica, sans-serif;">Updated element definitions:</span></div>
<div style="background-color: white; color: #222222;">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div style="background-color: white; color: #222222;">
<table border="1">
<tbody>
<tr><td style="color: rgb(0 , 0 , 0); text-align: right; vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: Arial, Helvetica, sans-serif;"># </span></b></td><td style="color: rgb(0 , 0 , 0); text-align: left; vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: Arial, Helvetica, sans-serif;">Usage</span></b></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: Arial, Helvetica, sans-serif;">Source</span></b></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: Arial, Helvetica, sans-serif;">Element</span></b></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: Arial, Helvetica, sans-serif;">Template or Notes</span></b></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><b><span style="font-family: Arial, Helvetica, sans-serif;">Updated</span></b></td></tr>
<tr><td style="color: rgb(0 , 0 , 0); text-align: right; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">844</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">S</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Zacks</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Stock Style, Value</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">SMF-Template-Zacks-Data.xls</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">2018-06-07</span></td></tr>
<tr><td style="color: rgb(0 , 0 , 0); text-align: right; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">845</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">S</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Zacks</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Stock Style, Growth</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">SMF-Template-Zacks-Data.xls</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">2018-06-07</span></td></tr>
<tr><td style="color: rgb(0 , 0 , 0); text-align: right; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">846</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">S</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Zacks</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Stock Style, Momentum</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">SMF-Template-Zacks-Data.xls</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">2018-06-07</span></td></tr>
<tr><td style="color: rgb(0 , 0 , 0); text-align: right; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">847</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">S</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Zacks</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Stock Style, VGM</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">SMF-Template-Zacks-Data.xls</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">2018-06-07</span></td></tr>
<tr><td style="color: rgb(0 , 0 , 0); text-align: right; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">848</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">S</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Zacks</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Zacks Rank</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">SMF-Template-Zacks-Data.xls</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">2018-06-07</span></td></tr>
<tr><td style="color: rgb(0 , 0 , 0); text-align: right; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">850</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">S</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Zacks</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Industry Group</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">SMF-Template-Zacks-Data.xls</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">2018-06-07</span></td></tr>
<tr><td style="color: rgb(0 , 0 , 0); text-align: right; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">13873</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">S</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Zacks</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">Zacks Recommendation</span></td><td style="color: rgb(0 , 0 , 0); vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">SMF-Template-Zacks-Data.xls</span></td><td style="color: rgb(0 , 0 , 0); text-align: center; vertical-align: bottom; white-space: nowrap;"><span style="font-family: Arial, Helvetica, sans-serif;">2018-06-07</span></td></tr>
</tbody></table>
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</span></div>
Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-69967140608669977012018-04-18T16:44:00.000-07:002018-04-18T16:44:34.623-07:00Alert -- Updates to Yahoo Analyst Element Definitions<span style="background-color: white; color: #222222; font-family: "arial" , "helvetica" , sans-serif; font-size: 13.2px;">Yahoo recently changed the layout of their analyst estimates web page, so some defined elements on smf-elements-2.txt needed to be updated, obsoleted, and added.<br /><br />New files on the web site: </span><br />
<ul style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="white-space: nowrap;"><a href="http://ogres-crypt.com/SMF/Documentation/viewer.php?name=Change-Log.html" style="color: #888888; text-decoration-line: none;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Change-Log.html</span></a></span></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><a href="http://ogres-crypt.com/SMF/Elements/RCHGetElementNumber-Element-Definitions.xls" style="color: #888888; text-decoration-line: none; white-space: nowrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">RCHGetElementNumber-Element-Definitions.xls</span></a></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="color: #888888; font-family: "arial" , "helvetica" , sans-serif; text-decoration-line: none;"><a href="http://ogres-crypt.com/SMF/Elements/smf-elements-2.txt" style="color: #888888; text-decoration-line: none;">smf-elements-2.txt</a></span></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><a href="http://ogres-crypt.com/SMF/Templates/SMF-Template-Yahoo-Analyst-Estimates.xls" style="background-color: #eeeeee; color: #7c56a7; font-family: arial; font-size: small;">SMF-Template-Yahoo-Analyst-Estimates.xls</a></li>
</ul>
<div style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px;">
<span style="font-family: "arial" , "helvetica" , sans-serif;">Best practice is to exit EXCEL when updating SMF add-in files.</span></div>
Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0tag:blogger.com,1999:blog-4557775349604061523.post-4585374829520887432018-01-24T13:13:00.000-07:002018-01-24T13:13:32.805-07:00New ZIP File -- Version 2018.01.24<span style="background-color: white; color: #222222; font-family: "arial" , "helvetica" , sans-serif;">I just uploaded a new version of the ZIP archive.</span><br />
<hr />
<span style="background-color: white; color: #222222; font-family: "arial" , "helvetica" , sans-serif;">New files on the web site: </span><br />
<ul style="background-color: white; color: #222222; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="white-space: nowrap;"><a href="http://ogres-crypt.com/SMF/Documentation/viewer.php?name=Change-Log.html" style="color: #888888; text-decoration-line: none;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Change-Log.html</span></a></span></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="color: #888888; white-space: nowrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://ogres-crypt.com/SMF/RCH_Stock_Market_Functions-2.1.2018.01.24.zip" style="color: #888888; text-decoration-line: none;">RCH_Stock_Market_Functions-2.1.2018.01.24.zip</a></span></span></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="color: #888888; font-family: "arial" , "helvetica" , sans-serif; white-space: nowrap;"><a href="http://ogres-crypt.com/SMF/Templates/smfGetAdvFNElement-Template-All-Line-Items.xls" style="color: #888888; text-decoration-line: none;">smfGetAdvFNElement-Template-All-Line-Items.xls</a></span></li>
</ul>
<span style="background-color: white; color: #222222; font-family: "arial" , "helvetica" , sans-serif;">Best practice is to exit EXCEL when updating SMF add-in files.</span>
<br />
<hr style="background-color: white; color: #222222;" />
<span style="background-color: white; color: #222222; font-family: "arial" , "helvetica" , sans-serif;">Changes since the 2017.11.30 ZIP archive: </span><br />
<ul style="background-color: white; color: #222222; line-height: 1.4; margin: 0.5em 0px; padding: 0px 2.5em;">
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="font-family: "arial" , "helvetica" , sans-serif;">smfGetAdvFNElement() -- Updated URLs to "https://" from "http://"</span></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="font-family: "arial" , "helvetica" , sans-serif;">smfGetOptionExpirations() -- Added ability to limit by type (weekly, monthly, ...)</span></li>
<li style="margin: 0px 0px 0.25em; padding: 0px;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Previously announced element definition changes for ETFScreen</span></li>
</ul>
<hr style="background-color: white; color: #222222; font-style: normal; font-weight: 400; letter-spacing: normal; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px;" />
Randyhttp://www.blogger.com/profile/12576143495127310059noreply@blogger.com0