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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.
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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.
Additional information
PricingNot available
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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
Reviews
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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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A User of µFunds
May 16, 2017
This basic app is really handy, for what it is. Unlike other stock pricing apps, this one works with Google Sheets. It also seems to have data for Stocks, ETFs, and Mutual Funds (probably other categories too). To the author: Searching Excel add-ons for "stock" or "stocks" does not find your app. If you want more hits, you should add that to the keywords (or description, or however Google does app searches). I think it would also be very valuable if you added an option that returns a NAV given a Stock/ETF/MF name and a specific date. Thanks for creating this tool and making it public!
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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
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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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
July 5, 2018
Looks good, but is there a need for all the permission required to use the addon?
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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
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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A User of µFunds
February 23, 2018
Nice little app. Would like to see it auto-update. It seems I have to reimport automatically. But for free, pretty impressive.
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A User of µFunds
February 19, 2019
Very good. Thanks,
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