FMP
Mutual Fund Disclosures API
Access comprehensive disclosure data for mutual funds with the FMP Mutual Fund Disclosures API. Analyze recent filings, balance sheets, and financial reports to gain insights into mutual fund portfolios.
About Mutual Fund Disclosures API
How it works
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Related Mutual Fund Disclosures APIs
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Get a detailed breakdown of the assets held within ETFs and mutual funds using the FMP ETF & Fund Holdings API. Access real-time data on the specific securities and their weights in the portfolio, pro... Read more
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Mutual Fund Disclosures API FAQs
What type of data is included in the 'Advanced Data' and 'Corporate Filings' packages that isn't in the starter package?
The 'Advanced Data' package includes more detailed financial data such as historical stock prices, financial ratios, and analyst recommendations. The 'Corporate Filings' package includes access to SEC filings, annual reports, and other regulatory documents filed by public companies.
How do you calculate shares float?
The Shares Float data is extracted from the 10-Q 10-K, 6-K, 8-K, 20-K, and 40-F. They are also adjusted for insider shares via proxy statements.
I noticed a discrepancy in the financial statements for a stock. How should I report this issue?
To report a discrepancy in the financial statements for a specific stock, please submit a bug ticket through our chatbot. Make sure to provide all the requested information to help us investigate and resolve the issue promptly.
What is the source of the company fundamental data for US companies?
Fundamental data is sourced from the Securities and Exchange Commission (SEC) open source website Edgar
Do you provide country and regions exposure for bonds at a fund level?
At the moment, we do not provide bonds data. However, for fund level data regarding region or country exposures, along with historical prices, we do offer ETF fund and country allocation data. If you are interested in commercial use of our data, please submit your information using the following link: https://site.financialmodelingprep.com/enterprise-contact
What is the FMP Earnings Transcript coverage?
We currently cover transcripts for US stocks.
Why are fields in the income statement 1,000 or 1,000,000 times larger than reported in their SEC filings?
Firstly, check if the financial statements are denominated in thousands or millions in their SEC statement. If this is not the case it is likely that our pull from the SEC is not denominated properly, which can affect just the shares outstanding (and diluted), or the entire statement. If you run into a rare instance of this please reach out to us here and we can get it fixed for you in a timely manner.
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