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financials from morning star

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    financials from morning star

    Hello all!,

    I'm still new to this forum and have made some friends here already and so I really appreciate this service.

    Here's a question:

    Its easy to import data from yahoo finance using a maco with the data tab. Yahoo finance is good but morningstar.com offers data stretching back 10 years in some cases. I've tried importing the data from a stock but its not collecting the data. I'd like to be able to compare multiple stocks at once. Does anyone know how to import the data from morningstar?

    Heres an example: http://financials.morningstar.com/ra...&culture=en-US

    Also when looking at a stock in morning star (and other websites) there is an option to click the export button and export the data in an excel spreadsheet. Does anyone know how to export data right into your main spreadsheet? I'd be great to write a macro that would be able to click that button to download the info into a spreadsheet, grab the data you want, close out of that spreadsheet, and loop for all stocks in your column. Wonder if that's at all possible.

    Thanks for helping people solve their macro problems!

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    Forum Moderator alansidman's Avatar
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    Re: financials from morning star

    Here is a UDf that I use. I found it about a year ago. I wish I could give credit to whomever wrote it, but I don't have that info. You can list stocks and it will give you multiple quotes.

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    Re: financials from morning star

    Much appreciated!

    I'm so new to vba that clicking the record button and importing data from the web is as much as I know. But I found a vba course on YouTube that i'm going to go through (https://www.youtube.com/watch?v=KHO5...3akx_gFMnpxTN5). Would it be possible to see an uploaded spreadsheet of this?

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    Forum Moderator alansidman's Avatar
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    Re: financials from morning star

    Sure, here is a sample worksheet. I have used three different dates to show you how to set up a sheet for multiple stocks and dates.

    Data Range
    A
    B
    C
    D
    E
    1
    Price
    2
    Stock Name
    Symbol
    1/15/2015
    2/25/2016
    Latest
    3
    Altria
    MO
    52.470001
    62.380001
    66.53
    4
    C&S
    CSRSX
    81.93
    67.139999
    76.61
    5
    Baxter
    BAX
    71.479999
    39.84
    48.06
    6
    HarleyD
    HOG
    62.639999
    43.32
    53.49
    7
    Heartland
    HRTVX
    41.650002
    32.740002
    37.54
    8
    Intel
    INTC
    36.189999
    29.620001
    34.98
    9
    Merger
    MERFX
    15.52
    15.24
    15.55
    10
    Mondelez
    MDLZ
    36.540001
    41.580002
    43.27
    11
    NXPI
    NXPI
    76.610001
    70.900002
    85.74
    12
    PM Int'l
    PM
    82.82
    92.449997
    98.93
    13
    Pinnacle West
    PNW
    70.599998
    71.209999
    77.17
    14
    Prudential
    Pru
    79.779999
    66.07
    76.03
    15
    S&P iShares
    IVV
    200.42999
    196.5
    219.4
    16
    Shire PLC
    SHPG
    211.03
    162.77
    200.87
    17
    Vanguard Tech
    VGT
    100.54
    101.62
    117.09
    18
    VIS
    VIS
    101.96
    98.419998
    110.98
    19
    Attached Files Attached Files

  5. #5
    Forum Moderator alansidman's Avatar
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    Re: financials from morning star

    How to install your new code
    1. Copy the Excel VBA code
    2. Select the workbook in which you want to store the Excel VBA code
    3. Press Alt+F11 to open the Visual Basic Editor
    4. Choose Insert > Module
    5. Edit > Paste the macro into the module that appeared
    6. Close the VBEditor
    7. Save your workbook (Excel 2007+ select a macro-enabled file format, like *.xlsm)

    this will now be a function that you can access in the same manner that you would for any other Excel function. It is called stockquote. So in the cell you want the data, type =Stockquote(Symbol, Date of Quote). If no date is included in the formula, then it returns the latest value.

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