How to Retrieve ETF Holdings Automatically

[@TravellLove]

The formula no longer works :( Needs update

[@kieronswilliams9528]

Agreed. No longer works for me either. Just say's REFRESH.

[@PlanetFinanceOfficial]

Looks like the formula's link has been out of date for a while. I will search for a solution and update the template. Thanks!

[@chadgarvin5319]

This is awesome...So for each EFT we have to create a new tab? is there away to link this to one if our other tracker sheets?

[@PlanetFinanceOfficial]

Hey! Previously you had to do that in the 1st Gen tracker. In this one, you just simply add all your ETF Holdings in the 'Data' tab. You can then filter the specific ETF in 'ETF Analysis Tool' as well as the screener in 'Dashboard'. If you have any troubles with adding the ETF Holdings feel free to check out the short Demo in the first ETF Portfolio Tracker video: kzbin.info/www/bejne/eGXPoqmZiKesgM0 Any other issues, happy to help :)

[@maximeboisvert4423]

Hi, thanks for your videos, very appreciated!! I have one concern with your sheet. When I try to insert CAD-HEDGED ETF, it does not work. I tried with VEF or XIU, for example, but it cannot find TOP 10 holdings :(

[@PlanetFinanceOfficial]

Hi Maxime! Thanks so much for your comment. Unfortunately the holdings table is only automated for US ETFs. What I'm planning to do is make different tabs depending on the country where they are traded at as we would need different formulas.

[@sergeishishkanov4380]

Hi, does the full version on Patreon have the built-in ETF holdings retriever where I just need to enter the tickers of my ETFs?

[@PlanetFinanceOfficial]

Hi Sergei, thanks for you comment! Yes, this works for US based ETFs only. You enter the ticker and it shows you the top holdings automatically.

[@blkinvestor]

What about I want to filter ALL ETFs based on holdings ticker ??

[@PlanetFinanceOfficial]

Hi, this feature is still not available, I will add it to the list of things to add for the upcoming one.

[@sophiadalyrossin]

Hi, thank you, this is an amazing tool that will greatly help me (a newbie) make decisions. Question; how do I go about changing the currency properly for the whole sheet to GBP?

[@PlanetFinanceOfficial]

Thanks so much for your comment! I really appreciate it. Unfortunately I have not added a function to change all the currencies to a single one. This is my next step for the next generation tracker. Stay tuned! If it helps in the meantime, the portfolio tracker 1G and 2G convert currencies to a single one.

[@hoiwacheung541]

Hi how can I use this template to do mirror fund portforlio ( Manulife ARI Fund investment )? Can you provide this service for me? I am willing to learn and pay for you. Thank you so much.

[@PlanetFinanceOfficial]

Hey! Please send me an email to [e-mail]

[@Raju-dd5bi]

Amazing

[@myrizq2757]

The Market watch formula only shows the top 10 holdings

[@PlanetFinanceOfficial]

Looks like market watch has changed their table length. I believe it will be 10 from now on then

[@bhavneshparikh8283]

can you make vidoe indian etf How to Retrieve ETF Holdings Automatically ?

[@PlanetFinanceOfficial]

for indian etf's, you need to make sure the exchange symbol is in front of the ticker symbol

[@ChillPixels1]

Thank you for your videos could you please make a crypto Portfolio Growth Chart (hourly - daily - monthly and yearly ) with timestamps, i mean record all the price changes (history) that happen to the portfolio balance overtime thanks.

[@PlanetFinanceOfficial]

Created this in the Portfolio Performance Tracker. Thanks!