Stock Market Functions Add-In Change Log



Most recent changes made to the add-in (most recent shown first):

Date Routine Description
2017-12-20 RCHGetElementNumber Updated all etfscreen.com element definitions on smf-element-9.txt to use "https://" instead of "http://"
2017-12-19 smfGetExpirationDates Add ability to request Yahoo expirations by type of period
2017-11-30 smfGetGoogleHistoryCSV Changed the URL because Google changed their domain name ("www" to "finance")
2017-11-27 RCHGetElementNumber Modified definition of MorningStar elements 886-888 (Fair/buy/sell prices) on smf-elements-4.txt, converting them from text to numeric.
2017-11-23 RCHGetElementNumber Updated all yahoo.com mutual fund element definitions on smf-element-2.txt to use JSON files
2017-11-17 RCHGetElementNumber Updated all reuters.com element definitions on smf-element-5.txt due to URL changes by Reuters
2017-11-17 smfGetBarchartPortfolioView
smfGetYahooPortfolioView
Allow the same ticker symbol to be returned for multiple instances
2017-11-14 RCHGetElementNumber Updated all stockscores.com element definitions on smf-element-9.txt to use "https://" instead of "http://"
2017-11-11 smfGetTagContent Allow text string to be passed instead of a URL
2017-11-09 smfGetYahooPortfolioView Fixed field list adjustment when only default fields are requested
2017-11-09 smfGetYahooPortfolioView Backed out percentage adjustments for fields 58, 61, 65, 68
2017-11-08 smfMenuRecalculateSelection Fix context menu processing of recalculating a selected range
2017-11-08 smfGetYahooPortfolioView Fix errors on percentage adjustments when value returned is non-numeric
2017-11-06 smfGetBarchartPortfolioView New function to get multiple stock quotes/data from Barchart with single Internet access
2017-11-06 smfGetYahooPortfolioView • Add over 50 additional fields
• Allow first ticker of "None" to turn off retrieval
• Adjust GMT date/times by GMT offset
2017-11-04 smfGetYahooPortfolioView • Add over 50 additional fields
• Create list of request 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
2017-11-02 smfGetYahooPortfolioView Minor updates for unexpected data items
2017-10-31 RCHGetElementNumber Updated all IBD elements on smf-element-9.txt to use "https://" instead of "http://"
2017-10-24 smfGetOptionStrikes Add default value of 0 for pExpiry so first available date is used for Yahoo calls
2017-10-21 smfGetYahooJSONField Fix "portfolioView" URL
2017-10-21 smfGetYahooPortfolioView Rewrite routine to process line-by-line instead of field-by-field (much faster)
2017-10-14 smfGetOptionStrikes Remove smfGetYahooJSONField processing due to unreliability of JSON extraction, again
2017-10-12 smfGetOptionStrikes Change to get current stock price and strike prices from JSON file, again
2017-10-12 smfGetGuruFocusCSVItem New function to extract data items from the 30-year financials CSV file from GuruFocus
2017-10-10 smfGetOptionQuotes
smfGetOXOptionQuote
smfGetOX2OptionQuote
smfGetOX3OptionQuote
smfGetOptionStrikes
smfGetOptionExpirations
optionsXpress is no longer a valid data source
2017-09-20 smfWord Add pConvert parameter so extracted string can be converted to numeric automatically
2017-09-17 smfGetGuruFocusItem Update for minor change to web page coding
2017-09-16 smfGetElementNumber Updated all Google element definitions on smf-elements-3.txt because of a change in URL (www.google.com to finance.google.com)
2017-08-29 smfGetElementNumber Updated Stockscores elements #800 thru #836 on smf-elements-9.txt because of web page changes
2017-08-21 smfGetOptionQuotes
smfGetBarChartOptionQuote
Change to allow strike prices of $1000 or more for Barchart
2017-08-13 smfGetGuruFocusItem Updates for numerous web page label changes
2017-08-06 smfGetOptionQuotes
smfGetMWOptionQuote
Restore retrieval of option quotes from MarketWatch
2017-07-23 General Removed extraneous code for iMorningStar and aSources()
2017-07-23 smfPricesBetween Add total return / CAGR / Max drawdown output column options
2017-07-17 RCHGetElementNumber Fixed error on elements #1301 thru #1305 (Zacks Earnings History) on smf-elements-8.txt
2017-07-12 smfGetYahooHistory Add back adjustments of O/H/L, swap/change retrieval of adjusted and unadjusted close
2017-07-09 smfStrExtr Add pConvert parameter so extracted string can be converted to numeric automatically
2017-07-09 smfGetOptionStrikes Remove smfGetYahooJSONField processing due to unreliability of JSON extraction
2017-07-05 smfGetYahooJSONField Change to allow pModule to be the URL of a JSON file
2017-07-05 smfGetOptionStrikes Change to get current stock price from JSON file
2017-06-21 smfGetYahooPortfolioView Updated function to extract data from new JSON file
2017-06-16 smfHTMLDecode New function to remove HTML entities from a string
2017-06-12 smfGetGoogleHistoryCSV
smfGetMorningstarHistoryCSV
New functions to retrieve historical quotes CSV files
2017-06-10 smfGetOptionExpirations Add Vartype() check when creating ticker symbols, to also process EXCEL serial dates
2017-06-09 smfGetYahooHistory Remove calculated dividend adjustments, as Yahoo appears to be doing them now
2017-06-02 smfGetBarChartHistoryCSV Added this function, to retrieve the historical quotes CSV file from barchart.com
2017-05-31 RCHGetYahooHistory2
smfGetYahooHistoryCSVData
RCHGetYahooQuotes
Add processing to handle Yahoo's crumb and cookie method to grab their new CSV file
2017-05-30 smfGetYahooHistory Change to use smfGetWebPage() instead of RCHGetURLData(), to remove redundant retrievals
2017-05-29 smfGetYahooHistory Fix sorting of split or dividend requests
2017-05-26 RCHGetYahooHistory Check to see of pDim1 and pDim2 parameters are used to override the size of array to be returned
2017-05-25 RCHGetYahooHistory First attempt at backward compatible version of this function
2017-05-21 smfGetYahooHistory Change null values to zeroes and then forward fill zeroes as possible
2017-05-21 smfGetYahooHistory Change defaults starting date to "1/1/1970"
2017-05-21 smfPricesByDates Allow input range to contain dates in string format in addition to EXCEL serial dates
2017-05-20 RCHGetElementNumber BarChart Market Momentum -- new elements #1115 thru #1138, reinstated #1146 thru #1178, on smf-elements-9.txt
2017-05-20 smfGetYahooHistory Add default array size if used from VBA call
2017-05-19 RCHGetElementNumber Use new smf-elements-22.txt file to define "constants" to use in element definitions, to get around the 255-byte limit of EXCEL's Eval() function
2017-05-19 smfRSITargetPrices
smfPricesBetween
Change functions to use the new smfGetYahooHistory() function
2017-05-18 smfGetYahooHistory Add new function to read Yahoo Historical Quotes JSON data, replaces RCHGetYahooHistory()
2017-05-17 smfDate2Unix
smfUnix2Date
Add two new utility functions for UNIX date conversioms
2017-05-16 smfGetYahooJSONField Add "portfolioView" and "headlineNews" as fake modules for special processing
2017-05-05 Various Use new smf-elements-21.txt as a "configuration" file to set initial default settings
2017-05-03 smfGetGuruFocusItem Updated all GuruFocus usage of protocol "http://" to "https://" in the XLA file.
2017-05-02 RCHGetElementNumber Update elements #1286 thr #1400 (Zacks Earnings History) on smf-elements-8.txt, due to website changes
2017-05-02 smfGetYahooPortfolioView Obsoleted function because Yahoo moved the data to a JSON file
2017-05-01 (Many) Modified routine to retrieve web pages
2017-04-27 smfGetYahooJSONField New experimental function to extract data by field name from JSON file
2017-04-26 RCHGetElementNumber Marked elements #4930-5195 and #4669-4670 on smf-elements-2.txt as "TBD" until things can be changed to JSON extractions
2017-04-26 RCHGetElementNumber Obsoleted elements #13822-13861 and #13901-13920 on smf-elements-2.txt because Yahoo dropped their advances/declines web page
2017-04-26 smfGetOptionQuotes
smfGetYahooOptionQuotes
RCHGetElementNumber
Updated all remaining Yahoo usage of protocol "http://" to "https://", both in element definitions and in the XLA file.
2017-04-24 smfGetJSONData New experimental function to extract data from Yahoo JSON files
2017-04-18 RCHGetElementNumber
  • Updated elements #609 to #612 (Current year estimates from Yahoo) on smf-elements-2.txt, for label changes on web page
  • Obsoleted elements #625 to #632 (Current P/E and PEG ratios from Yahoo) on smf-elements-2.txt, dropped from web page
2017-04-17 RCHGetYahooHistory
smfPricesByDates
Fix for Yahoo changes of historical data URL protocol from "http://" to "https://"
2017-04-16 RCHGetElementNumber
  • Obsolete elements #13864/13866/13868 (Industry numbers and symbols from Yahoo), updated elements #13865 (Sector name) and #13866 (Industry name on smf-elements-2.txt, because of Yahoo web page changes.
  • Fix elements #560 thru #576 (EPS consensus trends from Yahoo) on smf-elements-2.txt, for label change on updated web page
  • Obsolete elements #938 and #939 (Date of 52-week high and low from Yahoo) on smf-elements-2.txt, for change on web page
  • Update elements #958/#961/#963 (from Yahoo Key statistics) on smf-elements-2.txt, because of label changes on updated web page
  • Update elements #1285 (Next Earnings Date from Yahoo) on smf-elements-2.txt, because of label change on updated web page
2017-04-16 RCHGetElementNumber Fix elements #13878 (EPS(TTM) from Zacks) on smf-elements-6.txt, for a label change on updated web page
2017-03-15 smfGetOptionExpirations
smfGetOptionStrikes
Modified Yahoo processing for new JSON call
2017-03-10 RCHGetElementNumber Fix elements #13896 (Sector) and #850 (Industry) on smf-elements-6, for long industry group names
2017-03-09 smfGetOptionExpirations
smfGetOptionStrikes
Change to use Yahoo as default
Use Yahoo if Barchart is requested
2017-02-15 smfGetGuruFocusItem Additional GuruFocus changes
2017-02-13 smfGetGuruFocusItem Updated because of changes to the GuruFocus web page
2017-02-05 smfGetOXOptionQuote
smfGetOX2OptionQuote
smfGetOX3OptionQuote
Fix data item "u" (extraction of underlying equity price) due to web page change
2017-01-31 RCHGetElementNumber Update elements #13896 (Sector) and #850 (Industry) on smf-elements-6, because of Zacks web page changes
2017-01-31 RCHGetElementNumber Update element #884 (MorningStar Credit Rating) on smf-elements-4 as it was moved to new web page
2016-12-03 smfGetOptionQuotes
smfGetBarChartOptionQuotes
Added Barchart.com as a source of option quotes, using their JSON output
2016-11-26 smfGetOptionQuotes
smfGetYahooOptionQuotes
Updated several extractions of Yahoo options quotes due to their web page changes
2016-11-11 RCHGetElementNumber Updated Barchart elements on smf-elements-9.txt for web page changes: #1195-1214. Obsoleted #1146-1194.
2016-11-01 RCHGetElementNumber Updated Barchart elements on smf-elements-9.txt for web page changes: #701-715, #1215-1284. Added #1101-1110.
2016-09-02 smfGetGuruFocusItem Updated because of changes to the GuruFocus web page
2016-08-07 smfGetOptionExpirations
smfGetOptionStrikes
Updated because of changes to the Yahoo options quotes page
2016-08-05 smfGetYahooPortfolioView New function to get multiple option and stock quotes/data from Yahoo with single Internet access
2016-08-05 smfGetOptionQuotes Oboleted MSN and MW as data sources
2016-08-04 smfGetOptionQuotes
smfGetYahooOptionQuote
Update option quotes extractions for new Yahoo URL
2016-07-13 smfGetOptionQuotes
smfGetYahooOptionQuote
Update option quotes extractions for Yahoo's web page redesign
2016-06-24 RCHGetElementNumber Updated IBD elements #2001, 2005, 2017, 2029, 2041, 2087; Added element #2116 (Market Status Label)
2016-06-20 smfGetEconData Updated the URL of the economic data to the Fed's new location
2016-06-14 RCHGetElementNumber Updated "Version" keyword to display operating system and computer version
2016-06-08 RCHGetElementNumber Updated Zacks element definitions on smf-element-6.txt -- added #844-#847 (stock styles) and updated #48 (Rank) and #13873 (Recommendation)


Changes made to the add-in since the 2014-01-30 release:

Date Routine Description
2014-01-31 RCHGetElementNumber Fixed elements 13935/13940/13945/13950 on smf-elements-4.txt, which were picking up Price/Sales data instead of Dividend Yield.
2014-02-15 RCHGetElementNumber Fixed elements #13822 thru #13861 on smf-elements-2.txt, because Yahoo changed their Market Statistics web page
2014-02-16 RCHGetElementNumber Added elements #13901 thru #13920 on smf-elements-2.txt, for Canadian Market Statistics
2014-02-16 RCHGetElementNumber Obsoleted all S&P 500 data elements on smf-elements-5.txt, as Reuters no longer provides the data
2014-02-16 RCHGetElementNumber Added elements #731 thru #754 on smf-elements-5.txt, for new Reuters statistics and performance data
2014-03-07 RCHGetElementNumber Fixed elements #701-703/709/715 and added elements #718-721 on smf-elements-9.txt, for Barchart Techical Indicators
2014-03-08 RCHGetElementNumber Added ability to grab element definitions from the Internet
2014-03-15 smfGetOptionExpirations Sort returned array of expiration dates
2014-03-15 smfGetOptionExpirations Add period selection processing for OptionsXPress
2014-03-15 smfGetElementNumber Add elements #2651-2703 for various option expiration dates from OptionsXPress (all, weekly, monthly, quarterly)
2014-03-15 smfGetElementNumber Add elements #2704-2723 for various ITM/OTM option ticker symbols from OptionsXPress
2014-03-15 smfGetElementNumber Add elements #2724-2726 for various dividend items I use with options
2014-03-27 RCHGetHTMLTable Made pDir1, pFind2, and pDir2 parameters optional by giving them default values
2014-04-07 smfStripHTML New utility function to remove HTML tags from text
2014-04-10 smfGetTagContent Added ability to strip HTML and attempt conversion to a number if "pConv" parameter is set to 1
2014-05-01 smfUpdateDownloadTable Added the ability to update only selected columns, rows, or ranges of the table
2014-05-23 RCHGetYahooQuotes Prevent "XXXXXX" placeholder lines from displaying data
2014-05-24 smfLogInternetCalls
smfOpenLogFile
Created a process to log Internet usage, saving a time stamp and elapsed time for each URL retrieval.
2014-05-25 smfLogInternetCalls Fix timestamp field and add double quotes to URL field
2014-05-31 Various Added context menus (thanks go to Andrei Radulescu-Banu), including the ability to re-retrieve a web page for a range recalculation
2014-06-01 smfGetMorningstarHistReturns Added this experimental routine to retrieve historical returns from MorningStar. This will remain undocumented, since it can be achieved with smfPricesByDates(), getting data from Yahoo.
2014-06-12 smfGet888OptionQuote Fixed weekly option retrieval, because multiple expiration dates are displayed on the same page. The routine was written before the existence of weekly options, so the issue didn't exist with only monthlies.
2014-06-13 smfASyncOff
smfASyncOn
Added macros smfASyncOff and smfASyncOn to turn asynchronous processing off and on for XMLHTTP processing. Default is off. Turning on asynchronous processing can prevent the workbook from "freezing up" while data is retrieved. However, it also turns off (at least in EXCEL 2007) the recalculation status.
2014-06-20 Various Added conversion of "Billion" and "Million" suffixes into numeric equivalents
2014-07-01 RCHGetElementNumber Reversed the labeling of FY1 thru FY10 to be FY10 to FY1 for elements #153 thru #352. FY1 should be the most recent available year.
2014-08-15 smfGetOptionQuotes
smfGetMSNOoptionQuote
Attempted to update to MSN's new option ticker symbol structure
2014-08-15 Various Added conversion of "bil" and "mil" suffixes into numeric equivalents
2014-08-17 smfGetGoogleOptionQuote
smfGetMWOptionQuote
smfGetOXOptionQuote
smfGetOX2OptionQuote
smfGetOX3OptionQuote
Allow "Put" or "Call" for pPutCall parameter, instead of just "P" or "C"
2014-08-18 smfGetOptionExpiry Changed monthly expiration dates for 2016 and forward, due to alignment to weeklies
2014-08-18 smfGetOptionExpiry Added W3/W4/W5 values for type of period parameter
2014-08-27 smfUpdateDownloadTable Modify error messages to more accurately reflect error
2014-08-29 RCHGetElementNumber Added elements #14471 thru #14492 on smf-elements-4.txt, for MorningStar's Current Valuation static web page
2014-09-15 smfGetOptionExpiry Changed monthly expiration dates after 2015-02-01, due to alignment to weeklies
2014-10-14 RCHGetElementNumber Fixed elements #13901 thru #13920 on smf-elements-2.txt, Canadian Market Statistics, because of a Yahoo change in the URL
2014-10-14 RCHGetElementNumber Added element #14443, Morningstar Analyst Estimate -- Currency Type, to smf-elements-4.txt.
2014-10-14 RCHGetElementNumber Fixed elements #14344 thru #14398 on smf-elements-4.txt, Morningstar 10-year cash flow data items, to account for change in URL by MorningStar.
2014-10-21 smfGetYahooOptionQuote
smfGetOptionExpirations
smfGetOptionStrikes
Updates for changes in Yahoo's option quotes pages
2014-10-23 smfGetYahooOptionQuote Handle situations where ticker symbols contain a hyphen (e.g. BRK-B)
2014-10-23 smfGetYahooOptionQuote Fix for picking up the strike price data item
2014-10-23 smfGetYahooOptionQuote Handle situations where ticker symbols contain an uptick (e.g. ^DJX)
2014-12-02 RCHGetElementNumber
smfGetAdvFNElement
Fix error processing when calling external functions
2014-12-21 smfGetGuruFocusData Add experimental smfGetGuruFocusData() function to grab data from GuruFocus, for current value, 10 years, 10 quarters
2014-12-22 smfGetOptionQuotes
smfGetYahooOptionQuote
Restored to original Yahoo option quotes web page layouts
2015-02-06 RCHGetElementNumber Updated elements #1195 thru #1214 on smf-elements-9.txt, Barchart momentum indicators, because they changed the structure of the web page.
2015-02-07 RCHGetElementNumber Obsoleted all remaing MSN elements, because of MSN dropping the data from their web pages
2015-02-21 smfGetOptionStrikes
smfGetOptionExpirations
Restored to original Yahoo option quotes web page layouts
2015-02-21 smfGetOptionExpirations Fixed for OptionsXPress process, due to web page changes
2015-02-21 smfGetOptionExpiry
smfGetOptionQuotes
Added more weekly and monthly period designations
2015-02-21 smfPricesByDates Fixed processing of current date quote retrieval, because of CSV file processing changes
2015-03-05 RCHGetElementNumber
smfGetAdvFNElement
Updated AdvFN processing due to changes in their web page addresses
2015-03-21 RCHGetElementNumber
smfGetAdvFNElement
Allow exchange prefix on ticker symbol
2015-04-06 RCHGetElementNumber Updated Reuters elements 13670 to 13672 and 732 on smf-elements-5.txt for web page changes
2015-04-20 RCHGetElementNumber Corrected descriptions of elements 14401 thru 14433 in the RCHGetElementNumber-Element-Definitions.xls workbook
2015-04-29 RCHGetElementNumber Added "Definition" as parameter value for pItem, to give full element definition
2015-05-27 RCHGetElementNumber Corrected descriptions of elements 4734 thru 4763 in the RCHGetElementNumber-Element-Definitions.xls workbook
2015-06-08 smfGetCSVFile
RcHGetYahooQuotes
Fix for unexpected "," field in GuruFocus CSV file that stopped parsing
2015-07-08 smfGetGuruFocusItem New function to retrieve the data from the 15-year financials web page
2015-08-13 smfGetOptionQuotes
smfGetNASDAQOptionQuote
Added the ability to get options quotes from the NASDAQ web site (includes greeks)
2014-08-13 smfGetOptionExpirations
smfGetOptionStrikes
Use Yahoo as source of data when NASDAQ is used
2015-09-24 RCHGetElementNumber Updated element #884, MorningStar Credit Rating
2015-09-25 RCHGetElementNumber Add elements #2001 thru #2085 for IBD Stock Checkup web page data items (login required)
2015-09-26 RCHGetElementNumber Add elements #2086 thru #2115 for IBD Stock Checkup web page data items (login required)
2015-11-15 RCHGetElementNumber Update elements #2001 thru #2115 for IBD Stock Checkup web page data items (login required), because of IBD web page change
2015-11-19 smfGetGuruFocusItem Fix "EBIT per share" extraction because of web page change
2015-12-04 RCHGetElementNumber Updated all Google elements to use "https://" instead of "http://"
2015-12-08 RCHGetElementNumber Obsoleted element #848 -- Zacks Rating
2016-01-07 RCHGetElementNumber Update element #1285 -- Yahoo Next Earnings Date (Yahoo web page change)
2016-01-13 RCHGetElementNumber Update elements #1286 thr #1400 -- Zacks Earnings History, due to website changes
2016-01-28 RCHGetElementNumber Update element #884 -- MorningStar Credit Rating (moved to new web page)
2016-04-09 smfGetGuruFocusItem Fix quarterly extractions because of change in web page coding (9 quarters to 5)
2016-04-11 RCHGetElementNumber Add elements #2051 thru #2095 for IBD Stock Quote web page data items (login required)
2016-04-19 smfGetGuruFocusItem Fix annual extraction of fiscal periods
2016-05-23 RCHGetElementNumber Updated all Zacks elements on smf-element-6.txt and smf-element-8.txt to use "https://" instead of "http://"
2016-05-24 RCHGetElementNumber Updated Morningstar element definitions #877 (Industry) and #878 (Sector) on smf-element-4.txt


Changes made to the add-in since the 2012-12-29 release:

Date Routine Description
2013-01-04 smfGetMSNOptionQuote
smfGetOXOptionQuote
smfGetYahooOptionQuote
Remove day 1, 30, and 31 assumptions for option expiration date (because weekly options can fall on those days)
2013-01-06 smfGetOptionExpirations Modified Yahoo processing to pick up expiration dates from Yahoo's API feed (a complete list)
2013-02-06 smfGetOptionQuotes
smfGetYahooOptionQuotes
Add workaround to fix the Yahoo "^VIX" / "VIX" issue
2013-03-02 smfGetBigChartsOptionQuote New function to get current and historical option quotes from bigcharts.com
2013-03-13 RCHGetElementNumber Fixed definition of element #13873 to pick up 2-word recommendations (i.e. "Strong Buy")
2013-03-16 RCHGetElementNumber Fixed elements #13774-13776, "5-yr avg effective tax rates" from Reuters
2013-05-20 RCHGetElementNumber Changed element #1285 (Yahoo next earnings date) to pick the date up from Yahoo's main quote page (smf-elements-2.txt)
2013-05-20 RCHGetElementNumber Obsoleted StockCharts P&F elements #1513-#1515 because they no longer offer a text P&F chart (smf-elements-9.txt)
2013-06-03 smfGetOptionQuotes
smfGetYahooOptionQuote
Allow mini-options to be retrieved from Yahoo by appending a "7" to the end of the ticker symbol (i.e. AAPL7)
2013-06-19 RCHGetElementNumber Changed element #13862, MSN -- Company Name, on smf-elements-1.txt
2013-06-28 smfGetOptionQuotes
smfGetYahooOptionQuote
Expanded mini-option processing to include special adjusted options as well (i.e. numeric right-side character on ticker symbol)
2013-07-06 RCHGetElementNumber Fixed ETFScreen element definitions in file smf-element-9.txt (changed http://etfscreen.com to http://www.etfscreen.com)
2013-09-29 RCHGetElementNumber Changed elements #253-#352, on smf-elements-1.txt, because MSN changed the sort order on a few of the 10-year summary tables.
2013-10-16 smfGetAdvFNElement Changed this routine to use the new AdvFN web site structure
2013-10-17 smfGetAdvFNElement Additional fix of above change
2013-11-04 RCHGetElementNumber Updated almost every Zacks element definition, on smf-elements-6.txt, because Zacks rearranged the content of their web pages. Also added several new elements (Beta, Next Earnings Date, etc).
2013-11-04 RCHGetElementNumber Standardized the format of all obsolete element definitions
2013-11-04 RCHGetElementNumber Changed all "evaluate" element defintions to regular formulas
2013-11-05 RCHGetElementNumber General updates based on review of all element definitions
2013-11-05 RCHGetElementNumber Replaced the earnings.com earnings announcement element definitions, #1286 thru #1400, with element definitions from Zacks.
2013-11-06 RCHGetElementNumber Reinstated obsolete elements #13931-#14057, on smf-elements-4.txt, to pull valuation ratios from static MorningStar web pages.
2013-11-06 RCHGetElementNumber Reinstated obsolete elements #14058-#14343, on smf-elements-4.txt, to pull key ratios from static MorningStar web pages.
2013-11-14 RCHGetElementNumber Update/added some MorningStar "Take" and "Profile" element definitions, #877-#891, to smf-elements-4.txt.
2013-12-21 smfGetMSNOptionQuote
smfGetYahooOptionQuote
Fixed so that "Put" and "Call" strings can be passed as parameters instead of just "P" and "C".
2014-01-14 RCHGetYahooQuotes Use "XXXXXX" as a placeholder symbol where spaces are found in the passed ticker array
2014-01-30 RCHGetElementNumber Update element #884 on smf-elements-4.txt. MorningStar moved the item to a different web page.


Changes made to the add-in since the 2012-02-02 release:

Date Routine Description
2012-02-04 RCHGetElementNumber
smfGetAdvFNElement
Allow external text file to override the default of "www" as the prefix for the AdvFN domain.
2012-02-12 RCHGetElementNumber Obsoleted a number of Morningstar element definitions in file smf-elements-4.txt because the web pages they were on are now dynamically generated:
-- Elements #14058-14211
-- Elements #13935-13950
2012-02-14 smfGet888OptionQuote
smfGetOptionQuotes
smfGetOptionExpirations
smfGetOptionStrikes
Added/changed functions to be able to use 888options.com as a source of the options quotes/data
2012-02-17 smfGetOptionQuotes
smfGetMSNOptionQuote
Changed the URL of the MSN options page
2012-04-07 smfConvertData Add conversion of amount fields with " Bill" and " Mill" suffixes.
2012-04-27 RCHGetElementNumber Redefined a large number element definitions in file smf-elements-1.txt because of URL and web page layout changes made by MSN.
2012-05-13 RCHGetElementNumber Change placement of smfConvertYahooTicker() for EVALUATE() functions.
2012-05-13 smfConvertYahooTicker Add ".V" translations for Vancouver Stock Exchange
2012-06-11 RCHGetYahooQuotes Ignore the server ID parameter, since Yahoo no longer supports
2012-07-06 RCHGetYahooHistory Allow returned dividend data to be resorted
2012-07-06 RCHGetYahooHistory Ignore data of first date when date repeats
2012-07-09 RCHGetYahooHistory Fix ignore data of first date when date repeats
2012-07-12 smfStrExtr Add tilda character to represent start/end of input string
2012-07-13 smfConvertYahooTicker Add "-" conversion to "." for Canadian ticker symbols going from Yahoo to MSN
2012-07-14 smfUpdateDownloadTable Fix element number processing for formula-based element definitions
2012-12-02 RCHGetElementNumber Redefined all Zacks element definitions in file smf-elements-6.txt because of URL and web page layout changes
2012-12-07 RCHGetElementNumber Redefined Morningstar element definitions for elements #877 thru #883 in file smf-elements-4.txt because of URL changes
2012-12-11 smfYahooAPIData Created this new function to retrieve data from Yahoo API feeds


Changes made to the add-in between the 2010-08-02 and 2012-01-30 releases:

Date Routine Description
2010-08-12 RCHGetHTMLTable Modified pDim1/pDim2 processing so the array size can be overridden from either VBA or from the worksheet. This allows other functions like TRANSPOSE() to manipulate the returned results correctly.
2010-08-23 RCHGetElementNumber Corrected element descriptions of element numbers 4926 and 4927 on smf-elements-2.txt
2010-09-10 smfGetOptionQuotes
smfGetYahooOptionQuote
Added a "u" data item to allow retrieval of the last traded price of the underlying equity.
2010-10-06 RCHGetElementNumber Corrected definitions of Yahoo element numbers 989 (old dividend amount), 990 (old dividend rate), and 13863 (company name) on smf-elements-2.txt
2010-10-10 Multiple Added code to change HTML code #151 to a normal hyphen when source code is retrieved from the Internet.
2010-10-13 smfFixLinks Changed link to be changed to a null string to be:

"'*\RCH_Stock_Market_Functions.xla'!"

...so that it can handle any file and path strings.
2010-10-25 Multiple Added code to change HTML code #mdash to a normal hyphen when source code is retrieved from the Internet.
2010-10-25 RCHGetElementNumber Updated the element definitions in file smf-elements-4.txt because Morningstar revised the mutual fund "Portfolio" page.
-- Elements #4681-#4726 and #4728-#4790 were updated.
-- Elements #4727 and #4791-#4810 were obsoleted.
2010-11-12 RCHGetElementNumber Updated the element definitions (#1032-#1090) in file smf-elements-9.txt because ETF Screen changed their URL usage.
2010-12-02 smfUpdateDownloadTable Added the ability to refer back to prior columns of data in the same row, so that retrieved data can be used in calculations.
2010-12-05 RCHGetElementNumber Added the ability to return the regional setting by using a ticker value of "Country".
2011-01-17 RCHGetElementNumber Added the add-in location and EXCEL regional setting to the "Version" parameter, for debugging purposes.
2011-01-26 RCHGetElementNumber Updated the element definitions in file smf-elements-1.txt because MSN made changes to their web pages.
-- Too many were changed to mention them all.
-- Elements #2, #541-542, #544-546, and #551-552 were obsoleted.
2011-01-28 RCHGetElementNumber Updated all Reuters element definitions for a URL change and a web page change.
2011-01-31 RCHGetElementNumber Updated definitions of element #5079 and #5086 for Yahoo mutual funds to reflect their change on the web page of "Total Expense Ratio" to be the new "Annual Report Expense Ratio".
2011-02-14 RCHGetElementNumber Updated definition of element #982 (Float from Yahoo Key Statistics Page) because Yahoo added a "floating" advertisement, which screwed up the string search.
2011-02-16 smfGetTagContent Enhanced this function so that it can extract the content of table cells that are missing the "</td>" tag to close the table cell in HTML. The conversion parameter was also activated, so that the found content could be converted to its numeric value.
2011-02-16 smfGetWebPage Added this internal function to consolidate common coding that was in a number of modules related to the saved array of web pages.
2011-02-16 smfConvertData Added this internal function to consolidate common text-to-numeric conversion processing that in a number of modules.
2011-02-16 smfJoin Added this utility function to allow joining or concatenation of a range of cells containing text.
2011-02-16 smfWord Added this utility function to allow extraction of a word from a string of data divided by common delimiters.
2011-02-16 RCHGetElementNumber Updated all Google element definitions to reflect a URL change.
2011-03-15 RCHGetElementNumber Updated definition of element numbers 4931, 4935, 4936, and 13863 because of Yahoo web page changes.
2011-03-30 smfGetOptionExpiry Changed function to return "next monthly expiration" only if no year or month was passed to the function.
2011-04-01 smfGetOptionQuotes
smfGetGoogleOptionQuote
Added Google as a possible data source for option quotes.
2011-04-03 RCHGetElementNumber Updated Morningstar sector weightings elements (#4734 thru #4769) because of a realignment in their definitions on the web page. Also adjusted "Stocks" in the asset allocation table (#4715 thru #4717).
2011-04-03 smfGetOptionExpirations New function to get list of available expiration dates.
2011-04-03 smfGetOptionStrikes New function to get list of available strikes for a given expiration date.
2011-04-03 smfGetOptionQuotes Change to allow a blank option ticker symbol so output is synchronized with input.
2011-04-27 smfGetWebPage Added conversion of HTML codes 0 ("0") thru 9 ("9").
2011-04-27 RCHGetTableCell
RCHGetElementNumber
Change to use smfGetWebPage() to retrieve and preprocess web pages.
2011-04-28 Various Change cDec() usage to smfConvertData() subroutine.
2011-05-09 RCHGetElementNumber Obsoleted element 13891 (Business Summary description from Yahoo profile page) because it's no longer presented in a table. Instead, use:

=smfGetTagContent("http://finance.yahoo.com/q/pr?s=MMM","p",1,
">Business Summary")
2011-06-13 RCHGetElementNumber Elements #547-550 were obsoleted because MSN made changes to their web pages.
2011-07-03 RCHGetYahooQuotes Automatically change all Yahoo code items to lower case.
2011-09-05 RCHGetElementNumber Update search string for element 701 to be "TrendSpotter" instead of "Trend Spotter" because of barchart.com website changes.
2011-11-23 smfGetOptionExpiry Correct quarter-end option expiration date if it falls on a Saturday or a Sunday.
2011-11-27 smfGetOptionExpirations Added OptionsXpress as a possible data source.
2011-11-27 smfGetOptionStrikes Added OptionsXpress as a possible data source.
2011-11-30 smfGetOptionStrikes Change OptionsXpress web page address so that all strikes are retrieved instead of just those near-the-money.
2011-11-30 smfGetOptionQuotes Allow each cell of a range of ticker symbols to contain multiple ticker symbols.
2011-11-30 smfGetOX2OptionQuote Change URL to one that gets all expiration dates in one Internet access.
2011-11-30 smfGetOX3OptionQuote
smfGetOptionQuotes
Add "OX3" data source so that volume and open interest can be retrieved from OptionsXPress.
2011-11-30 smfGetMSNOptionQuote
smfGetOptionQuotes
Change "u" item for MSN to pick up the last traded price of the underlying, even if after hours.
2012-01-03 smfFixLinks Expanded scope from active worksheet to all worksheets in active workbook.
2012-01-06 smfRSITargetPrices Undocumented function, intended for personal use only, to generate buy and sell target prices for RSI(2).
2012-01-11 RCHGetElementNumber Add ability to define element as SMF formula by using leading "=" on formula.
2012-01-14 smfGetOptionExpirations Fixed array overflow issue when creating ticker symbols.
2012-01-15 smfGetYahooOptionQuote Update elements c/t/u for Yahoo web page changes (dropped last trade and time).
2012-01-27 RCHGetElementNumber Some changes to MSN data elements:
-- Element #540 was obsoleted, as web page no longer exists
-- Element #542 had been obsoleted, but is now restored
-- Elements #547-550 had been obsoleted, but are now restored
2012-01-27 smfGetTagContent EXCEL was returning #VALUE! errors when the length of data being returned was too large, so I added a modifiable length parameter.
2012-01-29 smfGetOptionQuotes Return null string for a empty pItem and pTicker parameters.
2012-01-30 smfGetElementNumber
smfGetAdvFNElement
Changed top level domain URL from "http://www.advfn.com" to "http://us.advfn.com".


Previous changes:

DateReleaseDescriptionElement Numbers
2007/01/201.3h
  • Change RCHGetYahooQuotes() to work with the new downloader URL that Yahoo! is using
  • ---
  • Changed RCHGetYahooHistory() to work with the new date defaults that Yahoo! is using
  • ---
  • Changed all numeric conversion to CDec() from CCur() to increase precision
  • ---
  • Fix Earnings.com extract of dividends and splits for situations when no splits have ever occurred
  • 1401-1512
  • Fix TickerReset() and ArrayReset() processing to initialize arrays properly
  • ---
  • Fix RCHGetTableCell() to return vError instead of blanks when not finding new rows
  • ---
  • Fix conversion of "- " and "-- " to return zero values
  • ---
  • Fix ADL indicator of SMFTech() function to account for days when High and Low price are the same
  • ---
    2006/12/221.3g
  • Added the ability to use a server prefix with RCHGetYahooQuotes() to get quotes using Yahoo Quotes servers set up for other countries
  • ---
  • Removed MsgBox with error message upon failure to access the Internet because of problems it caused with automated routines
  • ---
  • Add SMFForceRecalculation() macro to aid in automated recalculation of all data
  • ---
  • Fix processing to convert M/B into Million and Billions on non-numeric data
  • ---
  • Fix several MSN tags related to 5-year average growth rates (Canadian stocks had different tag)
  • ---
  • Change all HTML table header tags to normal table cell tags on web pages retrieved to aid extraction from improperly coded web pages
  • ---
  • Fix RCHGetYahooHistory() date validation, using 2-digit months and days
  • ---
  • Add SMFTech() function, to create technical analysis arrays from D/O/H/L/C/V historical data. A template is here.
  • ---
  • Add smfUpdateDownloadTable() macro, to allow downloading of a table of data. A sample is here.
  • ---
    2006/09/121.3f
  • Fixed RCHGetYahooQuotes() parsing -- non-double-quoted fields within comma-delimited data were dropping the last character
  • ---
    2006/09/101.3e
  • Fixed RCHGetYahooQuotes() parsing to handle double-quoted fields within comma-delimited data
  • ---
  • Changed web page source of MSN 10-year summary of financial statement items (MSN page reformat)
  • 243-352
  • Obsoleted MSN financial statement data elements (MSN page reformat to use Reuters data)
  • 1516-1540
    1542-1551
    3974-4923
  • Added RCHCreateComment() function
  • ---
  • Added ability of RCHGetHTMLTable() function to extract rows from a table
  • ---
  • Added RCHGetTableCell() function
  • ---
  • Added RCHGetWebData() function
  • ---
    2006/08/171.3d
  • Added sector and industry names/numbers from Yahoo
  • 13864-13868
  • Fixed a number of elements from Zacks due to web page changes
  • 848-876
  • Added a number of elements from Zacks due to web page changes
  • 13869-13890
  • Added annual O/H/L/C prices from Business Week (values appear inaccurate in some cases)
  • 13891-13930
  • Added a number of Valuation Ratio elements from Morningstar
  • 13931-14067
  • Added a number of Key Ratio elements from Morningstar
  • 14058-14398
  • Added the currency type and magnitude for Google Financial Statements data
  • 14399-14400
  • Added a number of calculated fields (e.g. estimates of Piotroski, Altman, MFI, Rule #1)
  • 15001-15014
  • =RCHGetElementNumber("Web Page", elementnumber) will return the URL of the web page the data element is retrieved from
  • ---
  • Removed volume adjustment option from =RCHGetYahooHistory(). Apparently, all volume is ALWAYS provided adjusted for stock splits.
  • ---
    2006/07/181.3c
  • Added a number of Comparison Ratio elements from Reuters
  • 13626-13821
  • Added a number of Market Statistics elements from Yahoo
  • 13822-13861
  • Added company name from either MSN or Yahoo
  • 13862-13863
  • Changed "P&F -- Trend" (i.e. "Bearish" or "Bullish") from StockCharts to be based on price direction instead of price objective prefix
  • 1515
  • Changed RCHGetElementNumber() function to allow for a custom error value to be returned
  • ---
  • Fixed RCHGetHTMLTable() function to allow for existence of <THEAD></THEAD> table rows and empty table cells
  • ---
  • Fixed RCHGetYahooHistory() function for incorrect edit of weekly data series request
  • ---
  • Changed RCHGetYahooHistory() to allow for ascending date sorting and automatic adjustment of amounts based on the "Adjusted Close" value
  • ---
    2006/07/011.3b
  • Added a number of mutual fund data elements from Yahoo Finance
  • 4930-5195
  • Added 10 years of annual financial statement data from AdvFN
  • 5196-8005
  • Added 5 years of quarterly financial statement data from AdvFN
  • 8006-13625