Web Scraping with rvest and R

Question

I am trying to web scrape the total assets of a particular fund in this case ADAFX from http://www.morningstar.com/funds/xnas/adafx/quote.html. But the result is always charecter (empty); what am I doing wrong?

I have used rvest before with mixed results, so I figured time to get expert help from the community of trusted gurus (thats you).

library(rvest)      
Symbol.i ="ADAFX"
url <-Paste("http://www.morningstar.com/funds/xnas/",Symbol.i,"/quote.html",sep="")
  tryCatch(NetAssets.i <- url %>%
             read_html() %>%
             html_nodes(xpath='//*[@id="gr_total_asset_wrap"]/span/span') %>%
             html_text(), error = function(e) NetAssets.i = NA)

Thank you in advance, Cheers,

Aaron Soderstrom

Answer 1

Working code,

I added a function to the web scrape and removed the library(tm).

library(httr)
library(rvest)


    get.morningstar <- function(Symbol.i,htmlnode){
      res <- GET(url = "http://quotes.morningstar.com/fundq/c-header",
                 query = list(
                   t=paste("XNAS:",Symbol.i,sep=""),
                   region="usa",
                   culture="en-US",
                   version="RET",
                   test="QuoteiFrame"
                 )
      )

      x <- content(res) %>%
        html_nodes(htmlnode) %>%
        html_text() %>%
        trimws()

      return(x)
    }



    MF.List <- read.csv("C:/Users/Aaron/Documents/Bitrix24/Investment Committee/Screener/Filtered Funds.csv")
    Category.list <- read.csv("C:/Users/Aaron/Documents/Bitrix24/Investment Committee/Screener/Category.csv")
    Category.list <- na.omit(Category.list)

    Category.name <- "Small Growth"
    MF.Category.List <- MF.List[grepl(Category.name,MF.List$Category), ]
    morningstar.scrape <- list()

    for(i in 1:nrow(MF.Category.List)){
      Symbol.i =as.character(MF.Category.List[i,"Symbol"])
      try(Total.Assets <- get.morningstar(Symbol.i,"span[vkey='TotalAssets']"))
      print(Total.Assets)
    }

Answer 2

It's a dynamic page that loads data for the various sectinons via XHR requests, so you have to look at the Developer Tools Network tab to get the target content URLs.

library(httr)
library(rvest)

res <- GET(url = "http://quotes.morningstar.com/fundq/c-header",
           query = list(
             t="XNAS:ADAFX",
             region="usa",
             culture="en-US",
             version="RET",
             test="QuoteiFrame"
           )
)

content(res) %>%
  html_nodes("span[vkey='TotalAssets']") %>%
  html_text() %>%
  trimws()
## [1] "20.6  mil"

Answer 3

Here is the csv file it calls.

library(httr)
library(rvest)
library(tm)
library(plyr)
require("dplyr")

MF.List <- read.csv("C:/Users/Aaron/Documents/Investment Committee/Screener/Filtered Funds.csv")
Category.list <- read.csv("C:/Users/Aaron/Documents/Investment Committee/Screener/Category.csv")
Category.list <- na.omit(Category.list)

Category.name <- "Financial"
MF.Category.List <- filter(MF.List, Category == Category.name)

morningstar.scrape <- list()

for(i in 1:nrow(MF.Category.List)){

  Symbol.i =as.character(MF.Category.List[i,"Symbol"])
  res <- GET(url = "http://quotes.morningstar.com/fundq/c-header",
             query = list(
               t=paste("XNAS:",Symbol.i,sep=""),
               region="usa",
               culture="en-US",
               version="RET",
               test="QuoteiFrame"
             )
  )

  tryCatch(
    TTM.Yield <- content(res) %>%
      html_nodes("span[vkey='ttmYield']") %>%
      html_text() %>%
      trimws()
    , error = function(e) TTM.Yield<-NA)

  tryCatch(
    Load <- content(res) %>%
      html_nodes("span[vkey='Load']") %>%
      html_text() %>%
      trimws()
    , error = function(e) Load = NA)

  tryCatch(
    Total.Assets <- content(res) %>%
      html_nodes("span[vkey='TotalAssets']") %>%
      html_text() %>%
      trimws()
    , error = function(e) Total.Assets = NA)

  tryCatch(
    Expense.Ratio <- content(res) %>%
      html_nodes("span[vkey='ExpenseRatio']") %>%
      html_text() %>%
      trimws()
    , error = function(e) Expense.Ratio = NA)

  tryCatch(
    Fee.Level <- content(res) %>%
      html_nodes("span[vkey='FeeLevel']") %>%
      html_text() %>%
      trimws()
    , error = function(e) Fee.Level = NA)

  tryCatch(
    Turnover <- content(res) %>%
      html_nodes("span[vkey='Turnover']") %>%
      html_text() %>%
      trimws()
    , error = function(e) Turnover = NA)

  tryCatch(
    Status <- content(res) %>%
      html_nodes("span[vkey='Status']") %>%
      html_text() %>%
      trimws()
    , error = function(e) Status = NA)

  tryCatch(
    Min.Investment <- content(res) %>%
      html_nodes("span[vkey='MinInvestment']") %>%
      html_text() %>%
      trimws()
    , error = function(e) Min.Investment = NA)

  tryCatch(
    Yield.30day <- content(res) %>%
      html_nodes("span[vkey='Yield']") %>%
      html_text() %>%
      trimws()
    , error = function(e) Yield.30day = NA)

  tryCatch(
    Investment.Style <- content(res) %>%
      html_nodes("span[vkey='InvestmentStyle']") %>%
      html_text() %>%
      trimws()
    , error = function(e) Investment.Style = NA)

  tryCatch(
    Bond.Style <- content(res) %>%
      html_nodes("span[vkey='BondStyle']") %>%
      html_text() %>%
      trimws()
    , error = function(e) Bond.Style = NA)

  x.frame <- c(Symbol =as.character(Symbol.i),TTM.Yield = as.character(TTM.Yield), Load = as.character(Load),
               Total.Assets = as.character(Total.Assets),Expense.Ratio = as.character(Expense.Ratio),
               Turnover = as.character(Turnover), Status = as.character(Status), 
               Yield.30day = as.character(Yield.30day), 
               Investment.Style = as.character(Investment.Style),Bond.Style = as.character(Bond.Style))

  morningstar.scrape[[i]] = x.frame
  x.frame = NULL
}

MS.scrape <- do.call(rbind, morningstar.scrape)