Automatically fetch GICS industry and sector

English
1

How do I Automatically fetch GICS Industry and Sector for my stocks? Actually I fill the Taxonomies manually, searching in Yahoo Finance each stock. Is there a way to automatically fill the gaps?

Thanks

2

Hi @luca.gervasi,

only a semi automation exist. For details, please refer this topic → Automatic import of classifications - #98 by aklexus

Hth!
Cheers

3

I got the GICS info to show correctly by editing the “industry” and “sector” fields manually in Portfolio Performance. I mostly track Manufacturing stocks, so I matched each one’s GICS codes based on company websites or financial sites, then added them myself. It’s a bit of work, but once it’s done, it looks clean in the reports. No automated way yet, but it works fine with a consistent approach.

4

Can you share which one?