All your investments in a single sheet
muFunds imports NAVs and other data for your assets from Morningstar and other sources into your spreadsheet with one simple function. Combined with the Google Finance function, you can follow all your mutual funds, stocks, ETFs, bonds and pension plans in a single spreadsheet.
Free and open source on GitHub.
| Row | A | B | C |
|---|---|---|---|
| 1 | Asset | Identifier | NAV |
| 2 | Vanguard Global Stock Index Eur Acc | IE00B03HD191 | |
| 3 | MyInvestor Indexado Global PP | N5396 | |
| 4 | Vanguard 500 Index Admiral | VFIAX | |
| 5 | EdgePoint Global Growth & Income | EDG180 |
Documentation
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Installing muFunds
Install muFunds for the first time, then enable the add-on in each spreadsheet where you use it.
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Usage and examples
Get started with the basics of the muFunds function, or copy and adapt one of the example spreadsheets.
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Compatibility list
Check the complete list of verified asset types, countries and data sources that work with muFunds.
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How muFunds works
Follow the steps muFunds takes to fetch, cache and return the data you ask for.
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Troubleshooting
Having problems? Check the common errors and their fixes, or open an issue and we'll try to help.
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Privacy policy
See what data muFunds can access, what it never does with it, and how to revoke access.
Guides
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Saving a history of muFunds data automatically
Avoid losing daily values after an update by saving them in a separate sheet, using a Google Apps Script function and a time-driven trigger.