Mutual Fund Screener- Google Sheets Edition

Published: January 19, 2016 at 8:10 am

Last Updated on

I am delighted to announce that the freefincal mutual fund screener which is a macro-based Excel file has now been extended to work on Google Sheets.

I constantly receive requests to make calculators in non-Excel or online platforms. I have finally been able to do so thanks to the support and motivation of friends and readers. In particular,

Ramesh Venugopal who waded this rather complex Google Apps Script for importing CSV data into a Google Spreadsheet late into the night, modified it to login to our Value Research account and retrieve annual returns for a particular mutual fund category. His modified script is seminal to the development of this sheet.

I also thank Ramesh Vijayaraghavan and Gaurav Aggarwal who also took a crack at this problem and were close to a solution.  Without such support, I would have never touched a Google sheet.

Speaking of which, although it is slow it is crucially more advanced than Excel in handling formulas linked to data that can change by running a marco (or script). Without this, the sheet would have required additional scripts.

How does the screener work?

Once the sheet is set up to work (see detailed slideshow and video below), the user has to login into Value Research (via the sheet) to retrieve annual returns of a particular category.

Then the 1,2,3,4,5,6,7,8,9.10,11,12 year CAGRs are computed.

Three screens are available:

  1. Consistency in above CAGRs falling in the top 15 (can be varied) for each duration.
  2. Consistency in above CAGRs falling above category average for each duration.
  3. Consistency in each year’s annual return falling above category average.

They can be used together or individually to create a shortlist.

Here is a screenshot of the input page.

mf-screener-N4

The sheet involves entering an username and password. Therefore, I do not wish to share the sheet online. Can it be done without affecting privacy?

Please follow these instructions:

  1. The screener file (.xlsx) and the script file (code.gs) are available as a zipped file at the end of this post
  2. Upload the .xlsx file to Google drive. This will not work in Excel and you need not open it offline
  3. Remaining instructions are here in the form of a slide show and a short video

[slideshare id=57189515&doc=freefincalmutualfundscreener-160118174327]

Hate ads but would like to support the site? Subscribe to our ad-free newsletter and get beautifully formatted full articles delivered to your inbox!

Download the Freefincal Mutual Fund Screener- Google Sheets Edition pack

Thanks to Riyaz (see comment below) we now have have a wonderful alternative:

1. go to this link
https://docs.google.com/spreadsheets/d/1HzG1hg2N7yOdpNVFun7bljMgaTpvj7LPItcXCjPBzps/copy

2. click ‘make a copy’

3. when loaded click menu Freefincal -> Authorize

4. Freefincal -> Get data (observe validation of username and password if its empty)

Do not share the sheet online with your friends! You may end up accidentally sharing your password!! Freefincal will not be responsible if that happens. 

Do give the sheet a try and let me know your feedback.

Note that all Excel sheets which do not have a macro will work in Google sheets. I will convert the ones with macros with this technique. Let me know if you have any favourites so that I can focus on them first. Personally curious to try out the freefincal stock screener next.

Alternative

Ramesh Vijayaraghavan figured out that authentication is necessary for CSV files only. Their html can be imported without username and password. I tried to do this, but failed.

1. go to this link

https://docs.google.com/spreadsheets/d/17QQ12-4w5zR-q1SD-Z29BTcIuEnVV45725xkVbdIx_c/copy?usp=sharing

2. click ‘make a copy’

3. Select fund category and screen!

Ramesh and Riyaz sent me these modifications within minutes of each other!

Do share if you found this useful
Hate ads but would like to support the site? Subscribe to our ad-free newsletter and get beautifully formatted full articles delivered to your inbox!

About the Author

Pattabiraman editor freefincalM. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Twitter or Linkedin Pattabiraman has co-authored two print-books, You can be rich too with goal-based investing (CNBC TV18) and Gamechanger and seven other free e-books on various topics of money management. He is a patron and co-founder of “Fee-only India” an organisation to promote unbiased, commission-free investment advice.
He conducts free money management sessions for corporates and associations on the basis of money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association. For speaking engagements write to pattu [at] freefincal [dot] com

About freefincal & its content policy

Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on developments in mutual funds, stocks, investing, retirement and personal finance. We do so without conflict of interest and bias. We operate in a non-profit manner. All revenue is used only for expenses and for the future growth of the site. Follow us on Google News
Freefincal serves more than one million readers a year (2.5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication. Freefincal does not publish any kind of paid articles, promotions or PR, satire or opinions without data. All opinions presented will only be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)

Connect with us on social media

Our Publications


You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingThis book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now. It is also available in Kindle format.
   

Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want

Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a young earner

Your Ultimate Guide to Travel

Travel-Training-Kit-Cover-new

This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when traveling, how traveling slowly is better financially and psychologically with links to the web pages and hand-holding at every step. Get the pdf for Rs 199 (instant download)  

Free Apps for your Android Phone

Comment Policy

Your thoughts are the driving force behind our work. We welcome criticism and differing opinions.Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.

14 Comments

  1. Thanks a lot! I do not have MS Excel, tried my hands at Libre office, but couldn’t make it work. Google Sheet is universal, now anyone can access your amazing tools.

    1. There is only one excel file in the zip file. Pl follow instructions. If you dont know how to upload to google drive and how to open in google sheets, please find out from elsewhere.

  2. Thanks for team’s hardwork.

    I tried running the script after following steps and getting following error:

    “Running on: Tue Jan 19 2016 18:51:03 GMT+0530 (IST)
    Found 1 report configurations.
    Getting CSV: query1
    Error executing query1: Incorrect range width, was 1 but should be 2
    Script done”

  3. Uploaded perfectly. seems worked fine till the google hanged when tried to sorting the funds.
    Also password field should be like ****** instead of letters shown.
    Superb verb guru.
    thanks to all for their efforts for making such useful sheet online

  4. Awesome work. I have simplified few things in the sheet,

    1. Made it easily sharable without sharing username/password( no longer import the xlsb and copy scripts)
    2. Added easy Menu with help
    3. Added validations for user name and password
    4. Added menu for authorization

    How to use?

    1. go to this link
    https://docs.google.com/spreadsheets/d/11FepRp-WKcIEQaGmu2iz_NJUdbsSY_Z8pS_DAt9E2hg/copy

    2. click ‘make a copy’

    3. when loaded click menu Freefincal -> Authorize

    4. Freefincal -> Get data (observe validation of username and password if its empty)

    Please let me know if you need any help with the new sheet.

  5. Sir, I am using Riyaz’s version.
    It is giving an error “Running on: Mon Apr 18 2016 12:01:12 GMT+0530 (IST)
    Found 1 report configurations.
    Getting CSV: query1
    Error executing query1: Incorrect range width, was 1 but should be 2
    Script done”

    Please guide on how to fix this.

  6. hi! used Ramesh’s Version, though, not able to get data

    Running on: Thu Mar 23 2017 17:30:17 GMT+0530 (IST)
    Found 1 report configurations.
    Getting CSV: query1
    Error executing query1: Incorrect range width, was 2 but should be 1
    Script done

    Plz help

Leave a Reply

Your email address will not be published. Required fields are marked *