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Old 04-26-2012, 10:01 AM   #1
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Help w/Mutual Fund Information

Hi,

I'm hoping someone knows where to get this...

I want to be able to type in a list of funds and get a listing like this:

ARTIX,VFINX | Stock Prices | Quote Comparison | YAHOO! Finance

BUT, I also want the fund Expense ratio on the table in addition to the price, yield...

It needs to be in one table together. I know I can collect it, but I want to automate!

Thoughts?
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Old 04-26-2012, 10:07 AM   #2
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This might work if you want the results in Excel, I've used it successfully. The Wizard makes it easy peasy(er). However, the tables it draws from have to be reasonably consistent format. If the source keeps changing names, columns, etc., the query gets "confused." Hope it helps...

About using Microsoft Query to retrieve external data - Excel - Office.com
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Old 04-26-2012, 10:20 AM   #3
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Thanks...I got that half of the equation, now I'm looking for the source of the data.

I don't want to build a query for each of the stocks, I'd like to build one to get yield, price and Exp. Ratio...
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Old 04-26-2012, 10:53 AM   #4
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Oh. I don't use my XLS file anymore because I'm all VG. When I did, I was querying from Fidelity or Morningstar, can't remember for sure...sorry.
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Target WR: Approx 2.5% Approx 20% SI (secure income, SS only)
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Old 04-26-2012, 11:21 AM   #5
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Creating a portfolio at Morningstar.com should allow you to create a customized view. They do have ER available as one of the columns.
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