2 Messages

Digest #4356

Re: Differentiate between MF and ETF's by joelfp2000

Re: Differentiate between MF and ETF's by "Randy Harmelink" rharmelink

Messages

1a

Re: Differentiate between MF and ETF's

Sat Jul 7, 2018 9:57 pm (PDT) . Posted by:

joelfp2000

Randy,

Hope you are enjoying the nice holiday week.

This formula:

=smfJSONExtractField(RCHGetWebData("http://www.morningstar.com/api/v1/autocomplete/12/us/ http://www.morningstar.com/api/v1/autocomplete/12/us/"&LOWER($D7)),"m.0.r.0.OS010")

worked great to help me identify whether a symbol was a stock, mutual fund or etf. For some reason, in the last week or so, it stopped pulling in data.

Any ideas?

Thanks so much for all of your help.

Joel

---In smf_addin@yahoogroups.com, <rharmelink@...> wrote :

I would think the ticker symbol itself would tell you? Aren't all mutual fund symbols five characters, and end with an "X"?

Or, POSSIBLY, use the Morningstar JSON file for their auto-complete process, when you enter a ticker symbol:

=smfJSONExtractField(RCHGetWebData("http://www.morningstar.com/api/v1/autocomplete/12/us/ http://www.morningstar.com/api/v1/autocomplete/12/us/"&LOWER($D7)),"m.0.r.0.OS010")

I tried this on a number of ticker symbols, and it appears the returned values were::

-- ST = Stock?
-- FE = ETF?
-- FO = Fund?

...but I can't be sure. And there probably are additional values?

On Thu, Jun 15, 2017 at 10:34 AM, joel.andrews@ ...
wrote:
I can't figure this one out. How do I identify a symbol as being a mutual fund or an ETF?. As an example, if an input symbol in my spreadsheet is a mutual fund I want to direct excel to run one set of analysis and if the symbol is an ETF I want excel can run a different set of analysis. I can't seem to find in Morningstar any indicator that defines the type of product the symbol represents.
Any help would be greatly appreciated!

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1b

Re: Differentiate between MF and ETF's

Sun Jul 8, 2018 2:09 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Just another conversion from "http://" to "https://" -- change your URL
and it should work fine.

On Sat, Jul 7, 2018 at 9:57 PM, joel.andrews@
...
wrote:

>
> Hope you are enjoying the nice holiday week.
>
> This formula:
>
> =smfJSONExtractField(RCHGetWebData("http://www.morningstar.com/api/v1/
> autocomplete/12/us/"&LOWER($D7)),"m.0.r.0.OS010";)
>
> worked great to help me identify whether a symbol was a stock, mutual fund
> or etf. For some reason, in the last week or so, it stopped pulling in
> data.
>
> Any ideas?
>
>
>