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µFunds is a Google Sheets add-on that allows to import data of your mutual funds directly from Morningstar, only with their ISINs.
Listing updated:July 28, 2022
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6,688
Overview
µFunds is a Google Sheets add-on that allows to import data of your mutual funds directly from Morningstar, only with their ISINs.

Thanks to µFunds, 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.
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µFunds will ask for the permissions shown below. Learn more
µFunds will need access to your Google account
This will allow µFunds to :
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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