Hello Matt,
Thanks, for your help. I am working on my mba in finance and want to start
investments in mutual funds and stocks. I am planning to build an excel web
query sheet. I want excel to act like a fund screener. For instance download
every short term bond fund. Then to download in separate columns, sharpe
ratio, beta, alpha, 1 year, 3 year and 5 year returns. I will then do some
analysis on the downloaded data.
I will start with your directions.
Matt, again thanks.
RR
- Show quoted text -
One of the best ways to do record the syntax of a web query is to use
the macro recorder. When you do this, make sure that you use the VBE
Help to look up the query options, particularly .RefreshStyle
and .WebSelectionType. Personally, I typically use the xlOverWrite
for .RefreshStyle and xlEntriePage for .WebSelectionType.
Once you have the query figured out, you can then setup a variable or
an array for your tickers, encase the web query in a loop, copy your
output to the desired places, and then run your program on the
tickers.
Be sure to pick an appropriate benchmark for your alpha and make sure
that you know how the website is calculating beta. Also, make sure
that beta is really "telling" you the truth and decide whether or not
you like "volatility."
Matt