morningstar

  1. A

    Refresh Morningstar Data at Specific Time

    I am working to refresh morningstar data in an excel 2016 file, and I found the following code online on the Morningstar VBA guide: Public dTime As Date Dim lNum As Long Sub RunOnTime() dTime = Sheet1.Cells(1, 1) 'change the cell reference here (Row #, Column #) Application.OnTime dTime...
  2. G

    Averageif NonBlank within Percentile.EXC

    Hi guys, I'm having some difficulty coming up with how to average all (non-blank) cells within the 1st percentile of my data array. As a more concrete example; in an investment scenario, I basically want to know what the average negative return is within the worst 1% of monthly returns (using...
  3. A

    Sticky question, how to download csv charts with ticker that contain hyphens or dots from Morningstar and Yahoo finance

    Hi! I've come up with a VBA that works well to download CSV chart from Morningstar and Yahoo Finance for Canadian stock. However, it always gives me a "1004 run time error" (which points on .Refresh BackgroundQuery:=False) for stocks that contain hyphens or dots i.e. like ATD-B.TO (ATD.B) or...
  4. J

    Morninstar ETF, funds and more.

    Good Afternoon, I have this information: A <colgroup><col><col><col></colgroup><tbody> 1 ISIN Name Sector CA1535011011 Central Fund Canada CL A CA44045F1190 Horizons Betapro Nymex Natur DE000A0HGZR1 IShares MSCI World UCITS DE000A0H0728 Ishares DJ-UBS SW DE000A0H0769 DJ...

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