Hello everyone. Thanks for all the valuable resources posted on/in this group. I
am trying to get a hang of it.

I would like to know if anyone may have insight on sources for the following
data: (and how to extract download/export it via excel for a 
watchlist/portfolio etc)

- stock beta
- stock standard deviation
- implied volatility

preferably for a list/portfolio versus one stock at a time.

Also, is it possible to extract information/data (in my case from scottrade)
keeping in mind that the broker platform does not have a function/link to
download/export the same via excel/csv format.

Thanks in advance and greetings for the Thanksgiving holiday weekend!

I will probably being using the FINRA or InvestinginBonds.  I have yet
to use the RCHGetTableCell(), so looks like I will be soon.

The site you sent is only for Munis; but it may be that several
different sites will need to be used.

Thanks,

Kevin

Randy Harmelink wrote:
>
>
> Do you have any preferred sources of the data (i.e sample URLs)?  The
> RCHGetTableCell() function may be able to grab the data from there.
>
> I don't know if this would be of any help or not:
>
> http://finance.groups.yahoo.com/group/smf_addin/message/6699
> <http://finance.groups.yahoo.com/group/smf_addin/message/6699>
>
> On Tue, Nov 24, 2009 at 5:36 AM, Kevin Bruemmer <kevin.bruemmer@...
> <mailto:kevin.bruemmer@...>> wrote:
>
>     while I know that most of the group is into stocks and funds, there are
>     those of us out there that might be a little bit older and have a larger
>     focus on bond activity.
>
>     I have been using the the RCHGetElementNumber and find it pretty
>     helpful.  Any thoughts on what function to use for pulling down
>     corporate, state, Muni, bonds by CUSIP #.
>
>
>
>
>
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>
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while I know that most of the group is into stocks and funds, there are
those of us out there that might be a little bit older and have a larger
focus on bond activity.

I have been using the the RCHGetElementNumber and find it pretty
helpful.  Any thoughts on what function to use for pulling down
corporate, state, Muni, bonds by CUSIP #.

If this was already raised in the past, sorry for being redundant.

Kevin

I tried to use smf_addin on Office 2010 64 bit but it crashes every time it
accesses the Internet.

My other spreadsheets don't have the same problem.  Could the informed please
help?

Just moved my link to C:\SMF as directed by "Old School Value" (out of the
"Program Files Folder")

Now all cells are #NAME?

Whats up?  By the way Randy, you are terrific in your efforts to keep us all
going.  Many Thanks

Hi All

Just recently upgraded to Excel2007 and discovered that the number of columns
has increased from 256 (Column IV) to 16384 (Column XFD).  The only problem is
that it appears that the RCHGetElementNumber and RCHGetYahooQuotes functions do
not work beyond Column IV.

Has anyone else experienced this or discovered a workaround?

Thanks

On Monday 23 November 2009 12:14:31 Randy Harmelink wrote:
> Thanks, but a donation to a worthy charitable cause would be enough for me
> -- Cancer, Diabetes, Parkinson's, etc.

Will do.  Thanks again.

> By the way, have you noticed if your workbook calculates faster now?  One
>  of my Piotroski calculation worksheets does run more quickly now.

I haven't timed them, but they seem at least 20-50% faster, thanks.

Have a super T-Day,
Glen

Hi Randy,

On Monday 23 November 2009 09:37:38 Randy Harmelink wrote:
> Wow.  Unbelievable!  The problem?  You have trailing blanks on your ticker
> symbols.

Thank you, thank you and thank you.  It would have taken me a while to figure
that one out.  I have tried the new 2.07k and it works beautimus.  I do a cut
and paste special with just values from another part of a spreadsheet and that
is probably where the space got into the mix.

Thanks again,
Glen
PS I would like to compensate you for this fantastic package.  How can I do
that?

Trailing blanks are also generally an issue with GetTableCell. If your search
string is, e.g., "Daily Volume", but the actual value on the page is "bDaily
Volume" (where the 'b' is a blank), the string won't be found.  The price of
precision....

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Wow.  Unbelievable!  The problem?  You have trailing blanks on your ticker
> symbols.  I've even tried it in the browser, and using a ticker symbol with
> a trailing blank with AdvFN brings me to a different web page -- their
> default web page -- for Ford.  The reason each number is slightly different
> is because the Market Cap is retrieved from Yahoo, so it IS getting the
> correct Market Cap for each company, but all of the financial statements
> data is for Ford.
>
> I made a quick change to the smfGetAdvFNElement() function to TRIM() the
> ticker symbol when it creates the URL to grab the data from AdvFN, just so
> that can't happen again.
>
> I am amazed that the trailing blank makes a difference, but AdvFN must look
> at the entire string that is passed and looks for an exact match on the
> ticker symbol.  When none is found, it pops up the financial statements data
> for Ford.
>
> On Mon, Nov 23, 2009 at 8:55 AM, Glen Fullmer <gfullmer@...> wrote:
>
> > That is great and good enough for me.  I am enclosing a spread sheet that
> > still shows the lower numbers.
> >
>

Hi Randy,

On Monday 23 November 2009 01:03:50 Randy Harmelink wrote:
> Here's what I'm getting for those four:
>
>  Ticker AdvFN Graham 15011 Qtr Annual  ADI 9.61 8.78 8.60 8.60 10.40  AIPC
> 2.52 3.95 3.66 3.66 2.45  VALE 4.03 N/A 3.22 3.22 4.21  IPI 26.73 25.79
> 25.79 25.79 26.77

That is great and good enough for me.  I am enclosing a spread sheet that
still shows the lower numbers.  I have tested it in two environments.  One on
Vista on a laptop (using Excel 2000) and the other on a Linux (Fidora wine
(codeweavers.com)) environment both with the same low numbers. These
environments are separate and use different RCH_Plugins (however both 2.0k). Do
I need to be using Excel 2007?

I like using my Linux box but can use my Vista box if I have to go to Excel
2007.  I will be forced to do that if 2007 is required as codeweavers have not
got their emulation so it can handle add-ins with Excel 2007.  Let me know if
Excel 2007 is required.

Your help is very much appreciated.

Thanks again,
Glen

I just uploaded a sheet named Altman_Piotroski.xls.  The sheet calculates both
the Altman Z-Score and the Piotroski number for a given security.  Being a
careful sort, I check to see whether my calculated value(s) agree with the
values returned by elements 15010 and 15011.  I think it might be useful to the
group.

FWIW, I've been using Version 2.0k for a week now and find that it is working
properly.

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> Hmmm.  Saw your uploads.  Looked at ADI.  How did you get the 1.07?
>
> As you noted in the second upload, AdvFN reports 9.61.  I also get that via
> RCHGetElementNumber() below.  I don't see anything on the AdvFN site
> documenting their calculation of it.
>
> From another site, I see 8,78 reported.  Also retrieved with
> RCHGetElementNumber() below.
>
> I get 8.60 from element #15001 and if I do it manually from quarterly data.
>
> I get 10.40 if I do it manually from annual data.  However, I'm using the
> current market capitalization, so I'm not sure how valid the calculation
> is.  Should it be based on market capitalization at the time of the
> financial statement?
>
> Here are the numbers I'm retrieving and/or calculating:
>
>  Element# ADI *Description*  10786 2005.7 n1 = RCHGetElementNumber(pTicker,
> 10786) ' FQ1, Working Capital  10146 3280.2 n2 =
> RCHGetElementNumber(pTicker, 10146) ' FQ1, Total Assets  10646 2426.6 n3 =
> RCHGetElementNumber(pTicker, 10646) ' FQ1, Retained Earnings  8666 81.4 n4 =
> RCHGetElementNumber(pTicker, 8666) ' FQ1, EBIT  8667 62.2 n5 =
> RCHGetElementNumber(pTicker, 8667) ' FQ2, EBIT  8668 28 n6 =
> RCHGetElementNumber(pTicker, 8668) ' FQ3, EBIT  8669 171.4 n7 =
> RCHGetElementNumber(pTicker, 8669) ' FQ4, EBIT    343 n8 = n4 + n5 + n6 + n7
> 941 8010000 n9 = RCHGetElementNumber(pTicker, 941) ' Market Capitalization
> 10526 821.8 n10 = RCHGetElementNumber(pTicker, 10526) ' Total Liabilities
> 8186 492 n11 = RCHGetElementNumber(pTicker, 8186) ' FQ1, Operating Revenue
> 8187 474.7 n12 = RCHGetElementNumber(pTicker, 8187) ' FQ2, Operating Revenue
> 8188 476.6 n13 = RCHGetElementNumber(pTicker, 8188) ' FQ3, Operating Revenue
> 8189 660.7 n14 = RCHGetElementNumber(pTicker, 8189) ' FQ4, Operating Revenue
>   2104 n15 = n11 + n12 + n13 + n14    8.60 RCHSpecialExtraction = 1.2 * (n1
> / n2) + 1.4 * (n3 / n2) + 3.3 * (n8 / n2) + 0.6 * (n9 / n10 / 1000) + (n15 /
> n2)  15011 8.60 Altman Z-Score    9.61 =RCHGetTableCell("
> http://www.advfn.com/p.php?pid=financials&symbol="&C2,1,"Altman")    8.78
> =RCHGetTableCell("
> http://www.grahaminvestor.com/stock-quotes/current_quote?tickersym:string=
> "&C2,1,"Altman")    10.40 Annual calculation  6586 1520.5 Annual Balance
> Sheet -- Equity and Liabilities -- Working Capital -- FY1  6266 3091 Annual
> Balance Sheet -- Assets -- Total Assets -- FY1  6516 2419.9 Annual Balance
> Sheet -- Equity and Liabilities -- Retained Earnings -- FY1  5526 666.1 Annual
> Income Statement -- EBIT -- FY1  941 8010000 Market Cap  6456 670.7 Annual
> Balance Sheet -- Equity and Liabilities -- Total Liabilities -- FY1  5286
> 2582.9 Annual Income Statement -- Operating Revenue -- FY1
>
> On Sun, Nov 22, 2009 at 11:56 PM, Glen Fullmer <gfullmer@...> wrote:
>
> > OK. Tried it and it is returning numbers but they appear to be awful low.
> > All below my 3.0 threshold for 25 stocks.....
> >
>

Hello,

This email message is a notification to let you know that
a file has been uploaded to the Files area of the smf_addin
group.

   File        : /Uploads by forum members/Altman_Piotroski.xls
   Uploaded by : petekoch <petekoch@...>
   Description : Altman Z-Score and Piotroski Number

You can access this file at the URL:
http://groups.yahoo.com/group/smf_addin/files/Uploads%20by%20forum%20members/Alt\
man_Piotroski.xls

To learn more about file sharing for your group, please visit:
http://help.yahoo.com/l/us/yahoo/groups/original/members/forms/general.htmlfiles

Regards,

petekoch <petekoch@...>