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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: QTI on SI who wrote (20819)10/1/2025 9:44:12 AM
From: R.Daneel.Olivaw3 Recommendations

Recommended By
agniv
QTI on SI
Smart_Asset

  Respond to of 23344
 
Re: CEF data extraction.

It would take about an hour. The R code used RSelenium to render the pages from Fidelity. I put a delay in between each request because there was/is a limit on page hits per second. The Snapshot page was quick and simple, it used HTML tables which were simple to extract. I would run it in the background and come back later to see the spreadsheet output.

I really miss the Fidelity Snapshot page, it was concise and provided great data quickly.

R code is pretty simple to port to Python, very similar. I started using it when in my last couple of years of work life. We had a fantastic intern program for A.I. before it was cool. These amazing kids, yes, kids, led me to R for stock market data. Today it would be known as A.N.I. artificial narrow intelligence, but it was fun and they kept me interested in the last years of work. (We were bought out and they paid me to hang around for my institutional knowledge, which they mostly ignored.)

I just looked at CEFConnect and the distributions are available. It's also in an HTML table if you care.
There are more efficient ways these days but i digress.



To: QTI on SI who wrote (20819)10/1/2025 9:53:55 AM
From: R.Daneel.Olivaw1 Recommendation

Recommended By
QTI on SI

  Respond to of 23344
 
re: Advice on distribution data.

You can, and should, use the spreadsheet for older distribution data. There were a lot of discrepancies between sites, including the fund web site, for data earlier than 2018 (I think, do not remember for sure).

CEFData, CefConnect, Fidelity, Yahoo sometimes had different amounts due to many reasons. The fund websites often didn't provide data more than a few years before. The data is better now, but anything older was manual labor to reconcile. I think I provided a disclaimer about old data, have to look. Ahhh memories of youth...2022 LOL.