Hi @stb62et,
On github, there are two branches of the code, the so-called “main” branch and the so-called “new-api-branch”. You have installed the “main” branch, but you need to use the “new-api-branch”. On the github web interface, you find a “Switch branches/tags” field below “<> Code”.
The history behind this:
- The main branch was forked by me from fizban99’s version.
- I enhanced the functionality related to xml files but I did not change the fundamental mechanisms for retrieval of data from Morningstar.
- Later, I also wanted to improve the retrieval of data and did not find sufficient documentation of the used Morningstar API. However, I found official Morningstar documentation about another API.
- Therefore, I created a second branch (“new-api-branch”) which uses that well documented API of Morningstar. I developed various functionality on the new API. Some is better (e.g. it retrieves more holdings per ETF and has a function to calculate German “Vorabpauschale”), but some is also worse (it does not “know” as many individual shares as the originally used API). This branch is in a good shape, but still work in progress. In particular, it does not have a good README section yet.
- Earlier this year, Morningstar changed their web services and it seems that the originally used API does not work anymore. (I was not sure, if this was temporary or not, but now it is quite obvious that it is not).
- So currently, all the previous versions of this script don’t work anymore, including my version on the “main” branch. The only functioning version is my “new-api-branch”, but it is not fully documented yet.
- My plan is to complete work on the “new-api-branch” and to merge it back to the main branch so that there will be only one functioning branch. However, I currently don’t find the time for this. I hope that in the next few months I will.