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µFunds
µFunds is a Google Sheets add-on introducing all type of data for your mutual funds into your spreadsheet: last NAV and its date, currency or expenses ratio, as well as fund category, investment style and other attributes from Morningstar. By the use of a simple spreadsheet formula, the desired data can be introduced into your document for many purposes, e.g. portfolio supervision and management or investment strategies. Once installed, µFunds is ready to use: after introducing the data attribute and the fund identifier, the information will appear in the selected cell. Funds can be identified by their ISIN (European funds), ticker (American funds) and also by their Morningstar Security ID (all funds and many pension plans).
José Ballester
36 users
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Overview
µFunds is a Google Sheets add-on to import all type of data for your mutual funds, pension plans, ETFs, stocks, insurance-linked funds... into your spreadsheet.

More concretely, you will be able to import an asset's last NAV and its date, currency or expenses ratio, as well as asset category and other attributes from Morningstar and other data sources. By the use of a simple spreadsheet formula, the desired data can be introduced into your document for many purposes, e.g. portfolio supervision and management or investment strategies.

Once installed, µFunds is ready to use: after introducing the data attribute and the fund identifier, the information will appear in the selected cell. Funds can be identified by their ISIN (European funds), ticker (American funds) and also by their Morningstar Security ID (all funds and many pension plans). Check the documentation for a complete list of compatible assets, countries and identifiers.
Reviews
A User of µFunds
November 22, 2019
Excellent! must have to keep track of your portfolio
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A User of µFunds
October 14, 2019
Worked flawlessly for months, however something in apps script seems to have broken this addon: Error on line 162: The prefix "xml" cannot be bound to any namespace other than its usual namespace; neither can the namespace for "xml" be bound to any prefix other than "xml".
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A User of µFunds
February 19, 2019
Very good. Thanks,
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A user of µFunds
October 20, 2019
As started learning this function i've been trying to add morning star review in my google sheets but didn't have any success. Any help would be appreciated.
A User of µFunds
December 27, 2018
Really helpful application, such a shame it doesn´t autoupdate but that´s easy to add with a simple macro. Thank you very much for this helpful tool! Would be awesome to add some features like fund components, average dividend yield or YTM, duration and the like.
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A User of µFunds
July 5, 2018
Looks good, but is there a need for all the permission required to use the addon?
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Jo Wouters
June 22, 2018
Great addon, which provides the data needed for all common funds I have searched for and works very stable. I would like to add an option to get the data from cache, since muFunds needs quite some time when executing and thus blocks the spreadsheet for about a minute when opening it. I will add this caching in the spreadsheet; but it would be better to be able to implement it in muFunds itself.
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A User of µFunds
May 31, 2018
This is great! I used it in tandem with Justin Bender's passive investment portfolio to create a google sheet with realtime ETF prices, all powered by µFunds! I only had one issue, which was that one of the stocks, XEC, refused to work with the script. If you're listening, Jose, please look into it! Thank you a lot for making this - it is extremely useful!
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A User of µFunds
May 8, 2018
Gave me a way to access price for 30/334 esoteric company pension funds from Google Sheets. 30 is way better than zero. Thank you.
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A User of µFunds
April 10, 2018
With Yahoo's pricing via API no longer available this is very useful for holdings that =googlefinance does not pick up. Doesn't always seem to refresh but a great tool
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Miguel González López
March 12, 2018
Thank you so much for such a great tool! I always used importXML() to scrape NAVs from Morningstar but it was slow and returned errors very frequently. muFunds() works great so far.
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