Financial Modeling Prep (FMP)

The Estimator can import return data from Financial Modeling Prep (FMP) if you have access.  

Setup your FMP access by entering account information.  

1. Access the Preferences Window by clicking on the Preferences button in the far left of the ribbon.  
2. Click on the Misc Data Sources option.
3. Enter your Financial Modeling Prep (FMP) API key, contacting your IT department and FMP as necessary.
4. Click on the OK button.  The information you entered remains saved in Preferences until you change it.  

Import data

1. Check that the desired assets, date range, and period appear.  (If not, either start a new return series or add the appropriate rows and columns.)  Click the Validate/Resize Button.
2. Enter the appropriate Tickers in the Asset Ticker row on the Asset Returns Worksheet.
3. Ensure that your computer is connected to the internet.  
4. Either import or update data.

   • The Import returns from online sources option within the Load drop down menu on the ribbon overwrites any data in the columns of recognized tickers.  

   • The Update returns from online sources option, also found within the Load drop down menu, only imports data to empty cells or cells that display "N/A".  It will not disturb previously entered returns, which is useful for appending data to previously vetted returns.

Data that cannot be imported or updated appears as "N/A".