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Record Symbols from Changing List Based on Meeting Various Criteria in Other Cells

  1. #1
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    08-02-2004
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    Record Symbols from Changing List Based on Meeting Various Criteria in Other Cells

    I'll try to explain the situation. I have a stock valuation spreadsheet that looks at a number of different factors to determine a companies value. If it satisfies certain criteria (such as having positive cash flow or a strong return on equity), it becomes a stock that I would consider purchasing.

    When I enter a stock symbol in a cell, it automatically pulls the financial information from the internet so i can look at the specific criteria.

    I'm trying to automate this process.

    I'm trying to provide a list of symbols. These symbols would be fed 1 by 1 into the cell that pulls the financial information. The information is pulled in 1by1, the results are examined, and then those ticker symbols are set aside and the next ticker is pulled in.

    Is this possible?

    For example,

    List of symbols - A2:A10

    Ticker Input - Cell B2

    Criteria - J18>10%, K13>10%, K11>0 etc etc.

    If all 3 criteria are satisfied, then the ticker in B2 is set aside in a separate list and the next ticker symbol on the list is entered into B2.

    I would like to be able to change the number of symbols in the list as well as the amount and variables in the criteria.

    Keep in mind, there is sometimes a 30 sec lag time before the financial information is pulled into the spreadsheet...so there would have to be a lag before the actual #'s are in the worksheet to see if they meet the criteria.

    I hope I am explaining my questions...This would be a HUGE help if anyone could help me with this...I'm not sure if VBA or Macros would are the answer but I would appreciate any input.

    -DrSues02

  2. #2
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    12-13-2007
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    Your requirements:

    An input section where you can add multiple tickers:

    After adding the ticker certain predifined data will be pulled for these tickers.

    You then want excel to analyze the data that was pulled based on your criteras and then place the tickers that meet your criterias into a seperate cell.

    Let me know if i'm correct.

  3. #3
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    I think that is mostly correct:

    The input section will have a long list of stock tickers.

    I need each one of these to go in a seperate input cell...this must be one at a time because it takes a few seconds to pull all the financial information into excel.

    Once the information is pulled in, various criteria are analyzed to determine whether the particular symbol in the input cell meets the specific criteria...

    If it does, that ticker symbol is placed in a different worksheet...or another open column/row

    Then, the next ticker symbol from the original list is placed in the input cell..if it meets criteria, it is recorded along with any previous symbols that matched criteria in the other worksheet/column/row, then the process continues for as many symbols in the original list.

    I hope I am explaining this correctly--I think I'm making it far more complicated than it actually is.

    Hope this helps.

    Drsues02

  4. #4
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    Any ideas on this? I could really use the help..

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