Stock Market Functions: Change log

Showing posts with label Change log. Show all posts

Monday, March 9, 2020

New ZIP file -- Version 2020.03.09

Because of the previously noted issues with Microsoft's changes to VBA's EVALUATE() function, I had to add some special processing for the add-in's use of that function.

So I just uploaded a new version of the ZIP archive.

New files on the web site:

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

Thursday, June 27, 2019

Alert -- Some Yahoo element definitions updated

Most recent changes made to the add-in:

Date	Routine	Description
2019-06-27	RCHGetElementNumber	Updated definitions for a number Yahoo Key Statistics items on smf-elements-2.txt
2019-03-16	RCHGetElementNumber	Updated definition of Yahoo element number 13863 (company name) on smf-elements-2.txt

Monday, June 25, 2018

Alert -- Restored StockScouter Element Definitions

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.

New files on the web site:

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

Restored element definitions:

#	Usage	Source	Element	Template or Notes	Updated
541	S	Scouter	Quick Summary	None	2018-06-25
543	S	Scouter	StockScouter Rating -- Current	None	2018-06-25
544	S	Scouter	StockScouter Rating -- 1 Month Ago	None	2018-06-25
545	S	Scouter	StockScouter Rating -- 3 Months Ago	None	2018-06-25
546	S	Scouter	StockScouter Rating -- 6 Months Ago	None	2018-06-25
547	S	Scouter	Technical Grade	None	2018-06-25
548	S	Scouter	Valuation Grade	None	2018-06-25
549	S	Scouter	Ownership Grade	None	2018-06-25
550	S	Scouter	Fundamental Grade	None	2018-06-25
551	S	Scouter	Return Grade	None	2018-06-25
552	S	Scouter	Risk Grade	None	2018-06-25

Thursday, June 7, 2018

Alert -- Updates to Zacks Element Definitions

Zacks recently made some changes to their quote web page, so some defined elements on smf-elements-6.txt needed to be updated.

New files on the web site:

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

Updated element definitions:

#	Usage	Source	Element	Template or Notes	Updated
844	S	Zacks	Stock Style, Value	SMF-Template-Zacks-Data.xls	2018-06-07
845	S	Zacks	Stock Style, Growth	SMF-Template-Zacks-Data.xls	2018-06-07
846	S	Zacks	Stock Style, Momentum	SMF-Template-Zacks-Data.xls	2018-06-07
847	S	Zacks	Stock Style, VGM	SMF-Template-Zacks-Data.xls	2018-06-07
848	S	Zacks	Zacks Rank	SMF-Template-Zacks-Data.xls	2018-06-07
850	S	Zacks	Industry Group	SMF-Template-Zacks-Data.xls	2018-06-07
13873	S	Zacks	Zacks Recommendation	SMF-Template-Zacks-Data.xls	2018-06-07

Wednesday, April 18, 2018

Alert -- Updates to Yahoo Analyst Element Definitions

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.

New files on the web site:

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

Wednesday, January 24, 2018

New ZIP File -- Version 2018.01.24

I just uploaded a new version of the ZIP archive.

New files on the web site:

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

Changes since the 2017.11.30 ZIP archive:

smfGetAdvFNElement() -- Updated URLs to "https://" from "http://"
smfGetOptionExpirations() -- Added ability to limit by type (weekly, monthly, ...)
Previously announced element definition changes for ETFScreen

Wednesday, December 20, 2017

Alert -- All etfscreen.com element definitions updated

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

New files on the web site:

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

Thursday, November 30, 2017

New ZIP File -- Version 2017.11.30

I just uploaded a new version of the ZIP archive.

New files on the web site:

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

Changes since the 2017.11.11 ZIP archive:

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

Friday, November 17, 2017

Alert -- All reuters.com element definitions updated

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

New files on the web site:

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

Tuesday, November 14, 2017

Alert -- All stockscores.com element definitions updated

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

New files on the web site:

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

Sunday, November 12, 2017

New ZIP File -- Version 2017.11.11

I just uploaded a new version of the ZIP archive.

New files on the web site:

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

Changes since 2017.11.08:

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

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

=smfGetYahooPortfolioView("MMM","15")

Wednesday, November 8, 2017

New ZIP File -- Version 2017.11.08

I just uploaded a new version of the ZIP archive.

New files on the web site:

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

Changes since 2017.11.04:

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

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

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

Saturday, November 4, 2017

New ZIP File -- Version 2017.11.04

I just uploaded a new ZIP file. It's on the front page of the web site as a "beta" version, so that the 2017.11.02 version is still available for download. There were a number of changes, and they appear to be working OK, but I wanted people to have an option to go back if necessary.

New files on the web site:

There were a number of changes to the smfGetYahooPortfolioView() function:

Date	Routine	Description
2017-11-04	smfGetYahooPortfolioView	• Add over 50 additional fields • Create list of requested fields instead of asking for everything • Maintain order of ticker symbol requests • Add creation of EXCEL serial date/time values • Divide percentage fields by 100, as needed • Fix earnings dates
2017-11-04	RCHGetElementNumber	Corrected definition of Yahoo element number 13863 (company name) on smf-elements-2.txt
2017-11-03	smfGetYahooPortfolioView	Fix to handle non-US currency combinations

I changed the smfGetYahooPortfolioView() example so it has a more "intelligent" default list of fields instead of just a "data dump". I also added a tab with a list of all of the available fields.

One issue I haven't decided if I'll leave as-is or handle -- if you pass the same ticker symbol twice, data will only be filled in on the row where it first appears.

Again, I'd like to stress that people NOT use this function to retrieve a lot of individual data items with one function per worksheet cell. It should be array-entered over a range to grab all the desired data with one Internet access. Otherwise, Yahoo may be inundated with a large number of data requests. I wouldn't want them to take steps in removing access to the data.

The easiest way to do this is to have one sheet that retrieves all the data and then use other sheets to look up data out of that sheet and present it as desired. It will also make transition easier if you need to change things, because all of the retrieved data will be in one location.

Thursday, November 2, 2017

New ZIP File -- Version 2017.11.02

First off, my apologies. I rushed the release of the new smfGetYahooPortfolioView() routine, trying to give people a workaround for the Yahoo current quotes problem.

New files on the web site:

After reviewing problems people were having, I had to make two minor changes to the routine:

1. Upped the maximum expected length of a company's data from 1200 bytes to 2000 bytes.
2. Account for commas in the company name. I was basically dividing up data by commas.

I'm no longer seeing the glitches that were reported, but I can't guarantee some don't still exist.

Again, my apologies.

Wednesday, November 1, 2017

New ZIP File -- Version 2017.10.31

Because of the Yahoo issues preventing RCHGetYahooQuotes() from working, I just updated the ZIP archive. It contains an update for the smfGetYahooPortfolioView() function, which can be a workaround until Yahoo fixes whatever problem they are having with current quotes.

New files on the web site:

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

Changes since 2017.09.17:

I rewrote smfGetYahooPortfolioView() so that it will run much faster than before, and allow a lot more quotes to be retrieved. It also retrieves option quotes (using Yahoo option symbols). For now, the only documentation is the above example workbook. Parameters are symbol list, field list ("01" through "34"), and whether to put headers on the output. You should array-enter it to have as few function invocations as possible. For example:

=smfGetYahooPortfolioView("MMM,IBM","010215",,1)
I wrote a new smfGetGuruFocusCSVItem() function, which will be useful to GuruFocus subscribers. It extracts data items out of the CSV file they provide, which contains up to 30 years and 120 quarters of financial statements data and ratios. Currently, the only documentation is the above example workbook. Parameters are ticker, line item label, and time period (1 to 153 or "A29" to "A0" and "Q119" to "Q0"). For example:

=smfGetGuruFocusCSVItem("AGX","Net-Net Working Capital","A0")
Updated all IBD elements on smf-element-9.txt to use "https://" instead of "http://".

Rewrote the Yahoo extraction in smfGetOptionStrikes(). It used to extract the top-level list of option strikes. It now extracts the option strikes specific to a given expiration date. In addition, the expiration date now defaults to a value of 0, which allows data from the first available expiration date to be used.

Obsoleted all of the OptionsXpress function invocations, by having them return messages indicating OptionsXpress is no longer usable.

Both smfStrExtr() and smfWord() now have a "pConvert" parameter, to attempt a numeric conversion of the extracted string. This will allow removal of the smfConvertData() function around them, so the functions no longer need to be nested.

Sunday, September 17, 2017

New ZIP file -- Version 2017.09.17

I'm starting this blog as an experiment, to use it as a way to note issues that have come up or updates that have been made to files on the web site. That way, people can keep up-to-date without having to deal with all the background noise on the Yahoo group.

For today, it was noted that the smfGetGuruFocusItem() function was not working. It turned out to be a simple label change on their web page, but did require an update to the XLA file.

I'm also taking this opportunity to phase out the beta release of the add-in and made the new ZIP file the official release. New files on the web site:

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

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