Sunday, June 18, 2023

Notice that Zack's had a data breach

Just in case you use Zack's web site:

This notice is regarding a prior data breach disclosed by Zacks at https://www.zacks.com/breach/. We have confirmed that in association with this breach relating to a smaller subset of customers whose unencrypted passwords were compromised, the unauthorized third parties also gained access to encrypted passwords of zacks.com customers, but only in the encrypted format.

Wednesday, June 14, 2023

New and updated documentation

 I have updated a number of the pages on the web site.

I added a page to array enter a formula

How to fix links when Excel hard codes the location

Added documentation for smfStrExtr function and smfWord function

Why does RCHGetElementNumber return Undefined or Error

I cleaned off all the broken links from Tips & FAQs page.  I will add to it as I get more documentation.

Thursday, June 8, 2023

Some detail on the YPV fix

 Some details on the fix for the smfGetYahooPortfolioView (YPV since I don't like typing that much!)

The Yahoo data was still there, but it was blocked unless you were on their site.  If you went to https://finance.yahoo.com/ and then went to MyPortfolio, you could select the data for any stocks you added to your portfolio.  The API that people have been using the last number of years for Yahoo is not a supported public API.  It is in place for Yahoo's web pages to fetch the data to display on their web pages.  However, some people have been using these unsupported APIs to get market data... and the SMF Add-In is one such example.  It will retrieve close to 90 data elements in relation to the data provided on the Portfolio View page.

 When Yahoo changed the API to require authentication, it was very disappointing (I did hear some stronger words used) to many people.  I did get almost all of those data elements working with the RCHGetElementNumber funtion, but the problem with that function was it made so many calls to Yahoo's pages to get the elements for each ticker.  That was the main reason to move people to use the YPV function... it could be array entered into Excel and then it would retrieve all the requested elements for all the requested tickers in ONE CALL to Yahoo and return all that data in JSON format.  Then the VBA module could parse all the data out and insert it into the Excel sheet.

One of the members, Bruce, found some info on retrieving the crumb info from yahoo and while I was working on that, Tony (another member of the group) put together the fix while I went to get some sleep... procrastination wins again!

So now smfGetYahooPortfolioView has an additional parameter internally for calling RCHGetWebData which really just calls smfGetWebPage.  That calls RCHGetURLData when then in the case of the new fix, calls a new function RCHGetURLData4.  That new function calls another new function called getYahooCookieCrumb that gets and stores the cookie and crumb data for the resulting calls.  This allows the add-in to fetch the data by making the web page think it has been authorized to access it as an online user would be.

NOTE:

Even though I added over 100 new elements to the RCHGetElementNumber function, only use it for when you need a very few items.  For spreadsheets of lots of data, use the YPV function as an ARRAY ENTERED FORMULA.

 If you want reliable real time data for many many tickers and plan to keep it up to date all day long, please read Yahoo's rules on data usage and look at getting a streaming data feed.  If people abuse the data from Yahoo, they will continue to make changes with absolutely no notice to curtail the unwelcome traffic!

SMF new Add-In version 3.0.2023.06.08

 The function smfGetYahooPortfolioView is now fixed!

Thanks to help from the group, they provided information and code changes to utilize cookie and crumb into the web calls so that portfolio view will now once again return the JSON data.

The code updates are on my GitHub and the new version is posted on the SMF website.

SMF new Add-In version 3.0.2024.04.29

  This new release has fixes for: module smfGetOptionQuotes A member (Bruce) found the issue was with the crumb processing and provided cod...