Zacks recently changed the web page name where the earnings estimates were located, so elements on smf-elements-8.txt needed to be updated.
New files on the website:The best practice is to exit EXCEL when updating SMF add-in files.
Showing posts with label RCHGetElementNumber(). Show all posts
Showing posts with label RCHGetElementNumber(). Show all posts
Tuesday, March 15, 2022
Alert -- Updates to Zacks Element Definitions
The best practice is to exit EXCEL when updating SMF add-in files.
Friday, December 4, 2020
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 |
| 13869 | S | Zacks | Market Capitalization | SMF-Template-Zacks-Data.xls | 2020-12-04 |
| 13871 | S | Zacks | Current Year Estimate | SMF-Template-Zacks-Data.xls | 2020-12-04 |
| 13872 | S | Zacks | EPS Last Year | SMF-Template-Zacks-Data.xls | 2020-12-04 |
| 13891 | S | Zacks | Beta | SMF-Template-Zacks-Data.xls | 2020-12-04 |
| 13892 | S | Zacks | Forward P/E | SMF-Template-Zacks-Data.xls | 2020-12-04 |
| 13896 | S | Zacks | Sector | SMF-Template-Zacks-Data.xls | 2020-12-04 |
Tuesday, September 29, 2020
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 | 2020-09-20 |
| 845 | S | Zacks | Stock Style, Growth | SMF-Template-Zacks-Data.xls | 2020-09-20 |
| 846 | S | Zacks | Stock Style, Momentum | SMF-Template-Zacks-Data.xls | 2020-09-20 |
| 847 | S | Zacks | Stock Style, VGM | SMF-Template-Zacks-Data.xls | 2020-09-20 |
| 848 | S | Zacks | Zacks Rank | SMF-Template-Zacks-Data.xls | 2020-09-20 |
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.
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.
Sunday, March 8, 2020
Alert -- Issues with some RCHGetElementNumber() elements and some smfUpdateDownloadTable processing
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.
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.
To see if your version of EXCEL does this, try the following add-in function:
=smfEval("smfStrExtr(""123"",
If that returns a value of "2", you are not affected (yet). However, if it returns:
smfStrExtr("123","1","3")
...then you are affected.
I think I have a fix I can use, but I'm still thinking about whether it's the best way to do it.
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.
To see if your version of EXCEL does this, try the following add-in function:
=smfEval("smfStrExtr(""123"",
If that returns a value of "2", you are not affected (yet). However, if it returns:
smfStrExtr("123","1","3")
...then you are affected.
I think I have a fix I can use, but I'm still thinking about whether it's the best way to do it.
Tuesday, October 22, 2019
Alert -- Some Yahoo element definitions updated
Most recent changes made to the add-in:
| Date | Routine | Description |
| 2019-10-22 | RCHGetElementNumber | Updated definitions for a number Yahoo Key Statistics items on smf-elements-2.txt |
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:
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:
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:
New files on the web site:
- Change-Log.html
- RCHGetElementNumber-Element-Definitions.xls
- smf-elements-2.txt
- SMF-Template-Yahoo-Analyst-Estimates.xls
Best practice is to exit EXCEL when updating SMF add-in files.
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:
New files on the web site:
Best practice is to exit EXCEL when updating SMF add-in files.
Thursday, November 23, 2017
Alert -- All yahoo.com mutual fund element definitions updated
I updated all of the yahoo.com mutual fund element definitions on smf-elements-2.txt to extract data from Yahoo's new JSON files.
New files on the web site:
New files on the web site:
Best practice is to exit EXCEL when updating SMF add-in files.
Some elements are still obsolete, because they don't exist on the JSON files (at least not that I saw). I also added a number of elements that I found on the JSON file.
I don't use mutual funds, so if you notice data on their web site that I haven't defined, let me know and I'll check to see if I can find the data on a JSON file or if it can be pulled from a web page. Note that some of these elements do work for ETFs, but not all.
Friday, November 17, 2017
Alert -- All reuters.com element definitions updated
Reuters.com made several changes to their URLs, including changing to "https://" instead of "http://", so all of their defined elements on smf-elements-5.txt needed to be updated.
New files on the web site:
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:
New files on the web site:
Best practice is to exit EXCEL when updating SMF add-in files.
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:
Changes since 2017.09.17:
New files on the web site:
- Change-Log.html
- RCH_Stock_Market_Functions-2.1.2017.10.31.zip
- smfGetYahooPortfolioView-Example.xls
- smfGetGuruFocusCSVItem-Examples.xls
- smf-elements-9.txt
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.
Tuesday, October 31, 2017
Update -- All IBD element definitions
All IBD element definitions on smf-elements-9.txt have been updated to use "https://" instead of "http://" in their URLs.
New files on the website:
New files on the website:
Best practice is to exit EXCEL when updating SMF add-in files.
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