Stock Market Functions: Yahoo

Showing posts with label Yahoo. Show all posts

Wednesday, January 6, 2021

Tip -- Using smfGetCSVFile() to grab Yahoo Historical quotes

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.

SMF-Sample-smfGetCSVFile-Yahoo-Historical-Quotes.xlsm

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

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.

Thursday, November 30, 2017

New ZIP File -- Version 2017.11.30

I just uploaded a new version of the ZIP archive.

New files on the web site:

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

Changes since the 2017.11.11 ZIP archive:

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

Thursday, November 23, 2017

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

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

New files on the web site:

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

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

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

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.

Friday, November 3, 2017

Tip -- Possible Google method to get current quotes

I recently was referred to this web page on "Free Stock Quotes in Excel". Not up-to-date, but the Google method was interesting, so I tried it. For some of you, it might be a good alternative or back-up. The primary drawback is that you would manually need to maintain your ticker list within the Google sheet.

See this web page for data items available from the Google Finance API.

I used the method to publish a CSV file of quotes data for the S&P 500 stocks. To get it into EXCEL, all that is needed is:

=smfGetCSVFile("https://docs.google.com/spreadsheets/d/e/2PACX-1vRVFIQcRFRobB_tnWo-tiVZ9J8s74RExHlQulpumJLWsF1RbmhrfcPs1vZnvAc9-OEqk0tcZKSIGHR9/pub?output=csv")

Seemed fast to me, for data on 500 stocks. The first few lines look like:

Ticker	Tradetime	Price	Change	Change %	Open	High	Low	Volume	Prev Close	52-Wk Low	52-Wk High	PE	EPS
A	11/3/2017 15:44:12	$68.28	$0.15	0.22	$68.09	$68.67	$68.01	765380	$68.13	$42.92	$68.67	35.2	1.94
AAL	11/3/2017 15:44:34	$47.47	$0.11	0.23	$47.36	$47.61	$46.80	2837542	$47.36	$39.21	$54.48	12.08	3.93
AAP	11/3/2017 15:44:28	$81.96	$0.27	0.33	$81.39	$82.38	$80.27	879400	$81.69	$80.21	$177.83	16.37	5.01
AAPL	11/3/2017 15:46:35	$172.61	$4.50	2.68	$174.00	$174.26	$171.12	52786306	$168.11	$104.08	$174.26	19.63	8.79

Thursday, November 2, 2017

Alert -- Official notice by Yahoo

According to this and this:

"It has come to our attention that this service is being used in violation of the Yahoo Terms of Service. As such, the service is being discontinued. For all future markets and equities data research, please refer to finance.yahoo.com."

So it appears RCHGetYahooQuotes() may be no more.

Alert -- Yahoo historical quotes

I was just informed that someone was having problems getting historical quotes from Yahoo for November 1st. It looks like the data isn't on Yahoo.

So they may have had more issues yesterday than just the current quotes process?

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.

Alert -- RCHGetYahooQuotes() problems.

I'm currently getting "Error" returned for all of my RCHGetYahooQuotes() invocations. The message on the Yahoo website is:

Sorry, Unable to process request at this time -- error 999

Hopefully, this is just a temporary issue and not a permanent change.