This document provides a getting started guide for using the Freefincal Mutual Fund Screener on Google Sheets. It outlines downloading the screener files from Freefincal, uploading the Excel file to Google Drive, enabling the script to retrieve fund data from Value Research, and using filters to analyze fund performance over time periods.

1. Freefincal Mutual Fund Screener-
Google Sheets Edition
Getting Started Guide

2. 1. Download screener files (zipped) from freefincal
2. Extract the .xlsx file, upload to Google Drive and open via Google Sheets
3. You will see this main page.
4. Enter Value Research online user name and password as shown below

3. Go to tools and choose script editor

4. 1. Such a window will open. Delete the 3 lines of code seen above
2. Open Code.gs in notepad  select all  copy  paste here

5. Save the code. Any name is fine

6. Click  Run  onOpen

7. Click  continue

8. You will see this authorization window  allow  wait until execution is over
Privacy of rest of your G drive files will not be affected in any way.
Once the script executes, go back to the spreadsheet

9. You should see a new menu item  CSV report.
Click  Get Data AFTER VR user name and password is entered

10. Now go back to the Google sheet tab. You should see this status report and
Hopefully it should not give any error.

11. You should now be able to see returns data in the annual returns sheet

12. Go to screener sheet and scroll to the right end of the sheet.

13. Select the filter button on the top of each column and choose ‘filter by condition’
 Greater than - enter a value
The above screen is for how consistently the fund has been in the top 15 wrt
1Y, 2Y, 3Y, ….12Y CAGR. Watch the video for more details