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RE: [EquisMetaStock Group] Re: Yearly % change



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Jose,

The indicator works perfectly. Thanks for an excellent job, as usual.

JD
===========================

From: "Jose Silva" <josesilva22@xxxxxxxxx>
Reply-To: equismetastock@xxxxxxxxxxxxxxx
To: equismetastock@xxxxxxxxxxxxxxx
Subject: [EquisMetaStock Group] Re: Yearly % change
Date: Mon, 26 Dec 2005 15:18:39 -0000

JD, by default the Yearly RoC indicator will always return the current
YTD RoC %.  If you change the exploration date to a specific past
date, then it will return that year's YTD RoC %.

This can be changed in the user-input section, to display only one
specific year if needed.

Plot the indicator below any chart, and it will answer all your
questions.


jose '-)
http://www.metastocktools.com }



--- In equismetastock@xxxxxxxxxxxxxxx, "John Doe" <ms001122@xxxx>
wrote:
 >
 > Jose,
 >
 > Thanks for making those changes. By the 1st part of my Q:
 > -------------
 >> 1) Is it possible to set it up such that it will automatically give
 >> the YTD % chnage value based on the date of the last bar (be it in
 >> a chart or in an exploration)?
 > -------------
 > what I meant was:
 > - when the next year rolls around, will it automatically generate
 > the YTD % change values for the (then) current year or will one have
 > to manually go in and set the value in 'Input'?
 > - also, while testing it in an Exploration with an end-date set not
 > to the last bar but to some point in the past (say, Dec. 6, 1999),
 > will it give the YTD % change value for the current year (currently
 > 2005) or to the last date set in the exploration (e.g. 1999)?
 >
 > JD
 > ===================
 >
 > From: "Jose Silva" <josesilva22@xxxx>
 > Reply-To: equismetastock@xxxxxxxxxxxxxxx
 > To: equismetastock@xxxxxxxxxxxxxxx
 > Subject: [EquisMetaStock Group] Re: Yearly % change
 > Date: Sun, 25 Dec 2005 07:29:39 -0000
 >
 > JD, I don't understand your first question, as the code currently
 > plots the YTD % change by default.
 >
 > As for the null plot in charts without a full year's data,
 > unfortunately the hindsight trick that allows for the determining of
 > the last day of the previous year, also prevents any plot within the
 > first three bars.  The code below takes care of the first incomplete
 > year of data, starting from the fourth bar of data.
 >
 > ==========
 > Yearly RoC
 > ==========
 > ---8<-----------------------------
 >
 > { Yearly Rate of Change (RoC) v4.1
 >    Incomplete year begins on 4th data bar.
 >
 > ©Copyright 2004~2006 Jose Silva.
 >   The grant of this license is for personal use
 >    only - no resale or repackaging allowed.
 >   All code remains the property of Jose Silva.
 >   http://www.metastocktools.com }
 >
 > { User inputs }
 > method:=Input("Method:  [1]%percent,  [2]$points",1,2,1);
 > yr:=Input("RoC for Year [1800~2200]",
 >   1800,2200,2004);
 > yrNr:=Input("Yearly RoC:  [1]Year,  [2]Yearly,  [3]Historical",1,3,
2);
 > plot:=Input("plot:  [1]RoC,  [2]Year signals",
 >   1,2,1);
 >
 > { Start/End of year }
 > nuYear:=Year()<>Ref(Year(),-1) OR Cum(1)=2;
 > YearEnd:=PeakBars(1,-(nuYear OR
 >   Cum(IsDefined(nuYear))=1 OR Cum(1)=4),1)=0;
 > init:=Cum(IsDefined(YearEnd))=1;
 >
 > { Data Array }
 > x:=C;
 >
 > { Yearly $ RoC change }
 > chPts:=x-ValueWhen(1,YearEnd,x);
 > chPts:=If(YearEnd=0,chPts,
 >   Ref(chPts,-1)+x-Ref(x,-1));
 >
 > { Yearly % RoC change }
 > chPer:=(x/ValueWhen(1,YearEnd,x)-1)*100;
 > chPer:=If(YearEnd=0,chPer,
 >   Ref(chPer,-1)+(x/Ref(x,-1)-1)*100);
 >
 > { Select %/$ RoC method }
 > ch:=If(method=1,chPer,chPts);
 >
 > { Restrict RoC to selected year }
 > chYear:=If(Year()=yr,ch,0);
 > chYear:=If(Year()=yr,chYear,
 >   ValueWhen(1,
 >    init OR YearEnd AND Year()=yr,chYear));
 >
 > { Historical RoC from beginning of chart }
 > chAllPts:=x-ValueWhen(1,Cum(1)=1,x);
 > chAllPer:=(x/ValueWhen(1,Cum(1)=1,x)-1)*100;
 >
 > { Select %/$ historical RoC method }
 > chAll:=If(method=1,chAllPer,chAllPts);
 >
 > { Select type of Yearly RoC }
 > YearRoc:=If(yrNr=1,chYear,If(yrNr=2,ch,chAll));
 >
 > { Plot in own window }
 > If(plot=1,YearRoc,nuYear-YearEnd)
 >
 > ---8<-----------------------------
 >
 >
 > jose '-)
 > http://www.metastocktools.com










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