download sector distribution ETF's

[Erik]

We are following the morningstar classification of sectors, however most of the European and Asian ETF's in our portfolio cannot be found on morningstar.com. Therefore the sector-distributions cannot be retrieved.

Would it be reasonable to ask to add more morningstar-sector sources soon? Possibly (hopefully) the required code won't differ much from the code that is used to retrieve this data from morningstar.com, but then again, I may be wrong..

[Mark]

Hi Erik,

Do you have a suggestion as to where this information is available for the ETFs in question?

[Erik]

Hi Mark,

These are a few examples of investments that do have (portfolio) data on morningstar.NL, but not on morningstar.com:

ISIN
FR0010361683
LU0650958159
LU0951203347
IE00B5WN3467
LU0942195313
NL0010510822

It says " temporarily unavailable" on morningstar.com, but that seems to be a permanent thing..

[Mark]

Hi Erik,

Thanks for the examples/information. It would be good to add more servers for asset/sector retrieval, and expand our coverage. We can consider this in a future update. I would not expect it to be in the immediate future though.

[Erik]

Hi Mark,

Have you ever considered adding more Morningstar servers for importing sector-distributions, e.g. morningstar.nl ? Doing this manually for all the ETF's in our portfolio's is very, very time-consuming, yet very important to keep track of..

I am assuming you're using some sort of screen-scraping method. I checked the source and noticed that the American servers (.com and .ca) are, indeed, (slightly) different from others . However, all the other servers I have checked seem identical in their structure: Germany, France UK, Netherlands... So adding one could serve all.. Then again, I may be wrong..

Thanks & regards,

Erik

[Mark]

Hi Erik,

You are correct, and thanks for the information/research. This is something we can consider adding to a future update.

[matteopeo]

Hi Mark,

On this same subject, do you think it would be possible to add a separate retrieve symbol / server for asset types and sectors, from the price retrieve server (much as you have added the option of using two separate servers to retrieve current and historical prices)?

I am using WJS for price retrieval, so I am rather stuck on updating asset type and sectors and have to do it manually..

Thanks for the ongoing support,

Cheers,

Matteo

[Mark]

Hi Matteo,

Thanks for the feedback. I agree that would be a good improvement. We can consider it.

[Erik]

Is there any chance this will be implemented soon (retrieving morningstar sectors from other servers than just morningstar.com)? Our portfolio has grown too large to keep doing this manually...

Thanks & regards

[Mark]

Hi Erik,

I can't say for sure at this point. It is something we will consider for a future update. I agree it would be a good improvement.