• Australian (ASX) Stock Market Forum

Hello and welcome to Aussie Stock Forums!

To gain full access you must register. Registration is free and takes only a few seconds to complete.

Already a member? Log in here.

Most liked posts in thread: Looking for Company data in Excel Spreadsheet

  1. lclfze


    Likes Received:
    Jan 25, 2013
    Morningstar Portfolio Manager can export as Excel.

    There is no option to display the whole of market
    Premium (paid) members can have 10 Transaction Portfolios and 10 Watch Lists, each with up to 200 stocks.
    You can import a list of stocks so you could chop up a list of all stocks on the market (circa 2000 stocks) and upload them into separate portfolios or watch lists.

    Aspect Equity Review (which Huntley bought before Morningstar bought Huntley) used to have a search facility to do exactly what you want for about $250 a year but Morningstar shut it down around September 2013 (after operating it as-is for quite a few years, then initially announcing its shutdown but promising to replace it on the Morningstar website, then changing their mind about providing a replacement).

    Morningstar wholesales Company Search (which is essentially the same as AER search) and is available on Commsec, Westpac and probably various other brokers doesn't have download capability (unlike AER) and is paginated (unlike AER). If you are only interested in less than 200 stocks (e.g. by market cap or ASX200) then it might work for you.

    Commsec Company Search is free and it probably is on other brokers too.

    I'd have a look at your broker first. Company Search has much better performance than Morningstar Portfolio Manager and is easier to use and is free, but doesn't have Excel download.