Morningstar CoreRefence: Need A Way To Download A LOT of Financial Data into Excel

First time poster here and I apologize in advance as I will try to give enough details to give you an idea of how to solve my issues.

I used to be able to access Morningstar CoreReference and download the following data points in order to research companies to invest in:

Country
Quarter Total Net Income (Latest Q)
Quarter Total Net Income (- 1Q)
Quarter Total Net Income (- 2Q)
Quarter Total Net Income (- 3Q)
Quarter Total Common Shares Outstanding (Latest Q)
Latest Close Price
Quarter Cash & Equivalents (Latest Q)
Quarter Marketable Securities (Latest Q)
Quarter Receivables (Latest Q)
Quarter Inventories (Latest Q)
Quarter Total Current Assets (Latest Q)
Quarter Total Assets (Latest Q)
Quarter Total Current Liabilities (Latest Q)
Quarter Total Liabilities (Latest Q)
Quarter Total Equity (Latest Q)
Annual Payment of Cash Dividends (Latest Year)
Annual Payment of Cash Dividends (- 1 Year)
Annual Payment of Cash Dividends (- 2 Year)
Annual Payment of Cash Dividends (- 3 Year)
Annual Payment of Cash Dividends (- 4 Year)
Annual Total Net Income (Latest Year)
Annual Total Net Income (-1 Year)
Annual Total Net Income (-2 Year)
Annual Total Net Income (-3 Year)
Annual Total Net Income (-4 Year)
Quarter Return on Invested Capital (Latest Q)
Annual Diluted EPS Total (Latest Year)
Annual Diluted EPS Total (- 5 Year)

I would put in about 40-50 companies worth of stock tickers at a time.

Hopefully the screenshots I made on August 28, 2014 show up here.

After I logged into CoreReference I would go to Custom Report which had saved all the data points I listed above.

Screenshot 002.jpg

I would click on the drop-down box “Load Custom Report” and select “CSC Data” which is a custom filter that I created. This brings up the attributes of the financial statements that I want to download. Usually I could download about 50 companies worth of data at a time. I entered the stock tickers in the “Enter Symbols” section. For this example we will use Chevron or “cvx” in the “Enter Symbols” section. You click on the “Submit” button on the lower left hand side to get data.

Screenshot 003.jpg

The next screen has one step: Click on “Download to XLS” and you get the data in Excel format.

Screenshot 004.jpg

It would take about 95 downloads to get all the raw data for 4,000 companies listed on the NYSE and NASDAQ downloaded into Excel format.

I contacted Morningstar about purchasing a subscription to CoreReference and they told me it was being discontinued.

Does anybody know of a way to pull the data points I've listed above directly from the internet?

I've tried Mergent, Moody's, banks, Calcbench, and quite a few other places and I get prices anywhere from $14,000 to $45,000 for the data I am looking for.

Calcbench is VERY close to CoreReference and they are only $300/month. Problem is, they don't have the Latest Close Price and they don't have quarterly reports setup the way CoreReference did.

So I have no idea how to get this information in mass quantities.

Here's one more HUGE problem, I need to be able to download all this data in about 4-5 hours on a Friday, screen it, and be able to tell customers what to buy (or what NOT to buy) by Sunday evening.

I know you can link financial data from Yahoo, MSN, or Google finance to a spreadsheet but the main problem with that strategy is:

A. I can't do it one at a time. I need mass, bulk downloads of financial data for 4,000 companies in 4-5 hours. Downloading data one company at a time doesn't meet my deadline.

B. I'm worried that there are too many pages to link, screen, edit, etc. Again it won't meet my deadline.

What I'm hoping to find here is a small miracle.

I'm hoping to find someone who:

A. Knows how to access Morningstar CoreReference. (My conspiracy theory side says it is still alive and kicking.)

B. Knows of a Coke-Pepsi, McDonald's-Burger King, competitor that offers the kind of data mining I am looking for.

C. The real miracle: Knows a way to pull all the data points I listed above, from the internet, to Excel, 50-60 companies at a time.

D. The real miracle part 2: All of C, and a way for the spreadsheet to update on it's own.

I feel like a poor man's Tony Stark. I've built one spreadsheet to track this data a.k.a. the Mach I, then I rebuilt my spreadsheet once I came across Morningstar CoreReference a.k.a. the Mach II.

I'll build a Mach III. But I need some help.

Any advice? (Other than go drink, you're chasing a pipe dream?)

Thanks,

David

Screenshots again.

First one. Screenshot 002.jpg

Second one. Screenshot 003.jpg

Third one. Screenshot 004.jpg