Update your ETF dividend, fee, and performance tracker in Excel

Pulls current dividend, fee, and performance data for every ETF in your list and updates your Excel sheet.

How the work actually flows

A straight line. Runs once per each etf row.

Pattern: Sequence (1) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(("you start update from workbook")):::human s0[["read ISIN code per row"]]:::mi s1["fetch fund profile data"]:::svc s2["clean and match data to columns"]:::task s3[("update excel rows with figures")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"excel table refreshed with current data"/]:::out pay{{"saves manual per-fund research time"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceRuns once per itemA personA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Reporting & AnalyticsWeb Scraping & Data CollectionResearch & Market IntelligenceAPI & Webhook Integration
Connects
ExcelJustETF

The problem it solves

You track ETFs in a spreadsheet, but keeping the fees, dividend history, and performance numbers current means visiting each fund's page and copying figures by hand. That manual research eats up time you'd rather spend deciding where to invest, and the data goes stale the moment you stop updating it.

Who it fits

Individual investors and portfolio trackers who compare ETFs by dividend yield, fees, and performance.

How it works

  1. You start an update from your Excel workbook
  2. The system reads the ISIN code for each ETF row in your table
  3. It fetches the current fund profile page and pulls out fees, dividend history, and five-year performance
  4. The data is cleaned and matched to your table's columns
  5. Excel updates every row with the fresh numbers
What you get

Fund comparisons ready for your next move

You get every ETF's dividend, fee, and performance numbers refreshed automatically in your Excel tracker for comparison.

What you get

An Excel table refreshed with current fees, dividend yield, and performance figures for every ETF you track.

What you need

A Microsoft Excel account connected to OneDrive.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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