November 6, 2016

A few weeks ago, I made a post about the sites I use to get financial data. One site I mentioned is Morningstar.

If you tried searching for a particular company listed in the PSE on the site itself, you’ll find out that it’s really a pain in the ass. If you don’t have any idea of what I’m talking right now, try searching in the site and see for yourself.

​But here’s what I like about Morningstar…

​I like the fact that you can export Income Statements, Balance Sheets, and Cash Flow Statements for a stock listed in PSE into a .csv file.

​What I don’t like is the time it takes to accomplish this task.

To export the financial data, you have to do the following in order;​

  • Google the ticker and click on the link that’s connected to Morningstar.
  • Go to the Financials Tab, click Income Statement and click “EXPORT”.
  • Search and open the file you just downloaded.
  • Copy and paste the data in your excel worksheet.
  • Do steps 1 to 4 for the rest of the data (Balance Sheet, Cash Flow Statement, Key Ratios, Historical Prices).

This becomes a lot of work when you are trying to export all financial data from multiple companies. Imagine that you have to do these five steps for ten companies you wish to screen.

​Tough work isn’t it?

​Now what if there’s a quick way to export these financial data in just one click? It would really make valuation easier wouldn’t it?

If you’re looking for an easy way to download financial data, then don’t worry. I’ve created a solution for this.​

Introducing The Investment Research Tool

I made a spreadsheet tool where you can just enter the ticker symbol and the export links would be available in an instant.​

Here’s the screenshot of the tool (see Fig. 1).​

Fig. 1

This tool lets you enter a ticker and the export links will be automatically available in an instant.

Let’s say you want to get Ayala Land Inc.’s (ALI) financial data, you just need to enter ALI in the ticker box and you’ll see that the files you need are all ready for export (see Fig. 2 below).

Fig. 2

With this tool, you no longer have to search Google and browse the Morningstar website.

You don’t even have to search for the files in your hard drive because it also opens automatically once the export is finished. You no longer have to go to the downloads folder or anywhere to find the file you saved. You can immediately copy and paste the data in your worksheet.

Pretty neat isn’t it?

(Note: This tool is no longer available because the scrapping method no longer works after Morningstar updated their website. Sorry!)

The Financial Statements are worth five years of data plus the TTM estimates. The historical prices are set to max where you have five options to choose from.

Final Thoughts

Use this tool to hasten your research and valuations.

Just a disclaimer though, this tool is not supported by Morningstar Inc. The API calls I used in the spreadsheet may change without notice. If the tool is no longer working, let me know so that I can try to fix the cell parameters I used in the spreadsheet.

This tool is absolutely free and if you find it useful, kindly share it to people you know that would benefit from it.

Happy investing!

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The Investing Engineer

Mark is an Engineer by profession, a serial entrepreneur, finance blogger, a stock market value investor and a long-time member of the Truly Rich Club. Through investing in the Philippine Stock Market, He was able to build wealth from the comfort of his own home with the goal of retiring young and rich.

  • Amazing job! Thanks a lot for your efforts!
    However, when I click Export CSV, only a white empty page come up. Should I change something in my settings? Thanks again!

    Reply

  • Hi,

    An interesting website. However your buttons to download the spreadsheet do not seem to work. All I got in my email was a confirmation of subscription to your website.

    Can you please confirm if the tool is available for download?
    Thanks

    Reply

  • Hi, do you sign up for Morning Star premium subscription to get the 10 year historical data, like some of your stock analysis?

    Reply

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