Mutual fund screener- Google Sheets Edition

Published: January 20, 2016 at 8:15 am

Last Updated on

I received two awesome updates to Google sheets version of the freefincal mutual fund screener practically within minutes of each other.

The first one is by Riyaz Mohammed

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

Steps

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

mf-screener-riyaz

The second is by Ramesh Vijayaraghavan

I have tried to remove the Custom script as well as username pwd for value research

Authentication is required only for CSV download. I am using their HTML output and hence it is not prompting for authentication

Ramesh 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!

mf-screener-ramesh-Vjpg

Thank you for your efforts, Riyaz, Ramesh Vijayaraghavan and Ramesh Venugopal (who fixed the Google app script for downloading csv files).

I am slowy waking up to the power and potential of Google sheets. Hope to convert calculators soon.

Note: Google sheets are necessary only when macros are used. Other Excel files can be uploaded straight to GS for use.

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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
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