Frequently Asked Questions

We provide up to 30+ years of historical data for most endpoints, including daily price and fundamentals data, as well as 10+ years of earnings reports, call transcripts, and analyst estimates, depending on availability from company filings. For additional details, please contact our support team.

We provide data for 70,000+ securities across 60+ stock exchanges, 4,500+ cryptocurrencies, 1,500+ forex pairs, and 40 commodities, with real-time quotes and extensive market coverage for all types of financial analysis.

Yes, we have historical data adjusted for splits and dividends.

We keep track of all changes including new properties and new endpoints added to our API on our changelog. https://site.financialmodelingprep.com/developer/docs/changelog

Typically, we are able to gather financials through an 8-K within 24 hours of an earnings report, However, this data is not as reliable or as full as the data from their 10-Q which takes a bit longer to process.

You will pay the difference between the new price plan and the unused time remaining on your current plan.

You can upgrade at any time you will receive a prorated credit directly applied against the new subscription.

Yes, we offer a 30% discount to students on all Financial Modeling Prep plans

Yes, we offer discounts to startups for the Finanical Modeling Prep commerical plans to help scale your project and decrease initial overhead costs.

We offer a free plan that will allow users to make up to 250 market data API requests per day, for example you can access up to 5 years of annual statements for US companies. We also have Premium dataset endpoints that offer more historical data (up to 30+ years) and some endpoint that are only accessible via paid subscriptions such as earning calendar, stock peers and many others.

Yes, the Financial Modeling Prep API for financial market data is compatible with Open AI. Please contact our support team for further information .

Yes, we have resources for developers that you can check here: Resources Page, these resources will help you better understand our api and speed up your work with ready to use packages.

Yes you can access our Batch and Bulk endpoints where you will access companies financial statements in bulk. For the quote endpoint you can also call the API with multiple tickers separated via a comma.

The filing date field is sourced from the SEC. Since international stocks don’t report to the SEC, this field isn’t available for them and is instead mapped to the report date.

First, check whether the SEC filing reports the financials in thousands or millions. If that’s not the case, it may be that our pull from the SEC was not denominated correctly. This can affect only certain fields (like shares outstanding and diluted) or the entire statement. If you encounter this rare issue, please reach out to us and we’ll fix it promptly.

You can find the Stock Price and Volume Data API for the historical prices data for stocks.

An API key may be invalid for several reasons, however, typically the API key was not configured properly in the query parameters. First, check if you mistype or provide the wrong API key, it will be invalid. Ensure you copy and paste it correctly. You can view and copy your API Key from your dashboard accessible in the top right corner or visit https://site.financialmodelingprep.com/developer/docs/dashboard once you've signed in. Second, check if the API is configured with the proper query parameters. An example is provided below for a simple quote request: https://financialmodelingprep.com/api/v3/quote/AAPL?apikey=YOUR_API_KEY If you have multiple query parameters, all subsequent query parameters are attached with an "&" instead of a "?". Only the first query parameter is attached with a "?". The ordering of the query parameters will not affect the response. The API key can be attached at the beginning, middle, or end with multiple query parameters. For example: Beginning of the request query parameters: https://financialmodelingprep.com/api/v3/income-statement/AAPL?apikey=YOUR_API_KEY&period=FY&limit=5 Within the request query parameters: https://financialmodelingprep.com/api/v3/income-statement/AAPL?period=FY&apikey=YOUR_API_KEY&limit=5 At the end of the request query parameters: https://financialmodelingprep.com/api/v3/income-statement/AAPL?period=FY&limit=5&apikey=YOUR_API_KEY If you are still having issues and you verified you have tried the above solutions, contact us at info@financialmodelingprep.com for more details.

Yes, the 'close' price is adjusted only for stock splits and 'adjClose' is adjusted for stock splits and dividends.

We accept debit and credit cards through Stripe. We also provide bank transfer for Enterprise clients

The API incorporates analyst ratings and forecasts from a wide range of globally recognized research firms, including major institutions such as Bank of America Securities, Goldman Sachs, Morgan Stanley, JPMorgan, Barclays, UBS, Wells Fargo, Credit Suisse, and others.

No, at the moment, we provide only the company’s current-day share float data.

Fundamental data is sourced from the Securities and Exchange Commission (SEC) open source website Edgar

One request counts as one API call. A request can include a range of dates, data, and symbols, and when the request is made, it counts as one call

We currently do not offer free trials, but our sales team will be happy to provide sample data sets as needed. You can subscribe to one of our plans which allows you to cancel anytime if needed.

You can find the methodology used to calculate the WACC here: https://site.financialmodelingprep.com/weighted-average-cost-of-capital

The financial statements are handled as required by the SEC. The number of shares outstanding are directly sourced from these filings. For historical price and shares outstanding, these are adjusted to account for stock splits and reverse stock splits

In general, the time zone for the endpoints correspond to the country/region the exchange is located in. For example, stocks traded on the NYSE are on the EST time zone, stocks traded on the London Stock Exchange (LSE) correspond to the GMT time zone. Forex data is on the EST time zone

No, we do not currently offer bond data.

The invoices are available on your Dashboard

The Quote API updates only during regular market trading hours. For pre-market and after-market information, please use the Aftermarket Trade and Aftermarket Quote APIs.

Please reach out via the contact us form or send an email info@financialmodelingprep.com to update your payment method.

If you require more than 5 years of data you will need to implement a loop that iterates over 5 year intervals covering the entire desired time range using the "from" and "to" parameters. ?from=2023-08-10&to=2023-09-10&apikey=

The End of Day (EOD) data is updated in real time after the market is closed.

The formula used to calculate Volume-Weighted Average Price (VWAP) is: vwap = ((high + low + close) / 3 * volume) / volume

Capital gains are the profit made from selling an asset for more than its purchase price. When Apple (AAPL) reports capital gains, it means the company has realized a profit from selling investments or assets. For example, if Apple sells an investment for $2 million that it originally purchased for $1.5 million, the capital gain is $500,000. This profit would be reported in Apple's financial statements as part of its earnings.

The formula used to calculate the "change" is: Change= close - open

The formula to calculate "changeOverTime" is: changeOverTime= close - open / open

Due to the sheer size and volume of the historical intraday price data there are limits to the number of records that can be returned in a given query. Contact our support team for more information.

Yes, the intraday data is adjusted for split.

In general, the time zone for the endpoints corresponds to the country/region the exchange is located in. For example, stocks traded on the NYSE are on the EST time zone, and stocks traded on the London Stock Exchange (LSE) correspond to the GMT zone.

We have multiple data sources for Earnings Transcript data. Sometimes the data is available from the SEC, but it is mostly through company websites or our third party data providers. We have multiple sources where we get access to the earnings call transcript: One source is we use the SEC website to access the available transcripts as an example and when not available, we get them from their investor relations website as in example here . In addition, we have our analysts listen in to the call and have developed apps to transcribe the call and lastly, we have partnership with various data vendors to fill out gaps when needed

We have many types of events like stock change or YOY, MOM of sales, investments or inventories and etc. The coverage for it is about 150+ countries.

Yes, we provide Currency Holiday data. For example, 2024 - USD on Monday, January 15 - Martin Luther King Day we have the event returning on the endpoint.

The Time Zone for the Economic Calendar events is UTC time zone.

We have PCE data and Consumer Sentiment, Consumer Expectations, Consumer Confidence and Consumer Inflation as part of our Economic Calendar.

The Earning Confirmed endpoint is a list of earnings announcements for publicly traded companies that have already been confirmed and do not return upcoming dates. The Earnings Calendar API is a list of upcoming & past earnings announcements for publicly traded companies, including the date, estimated earnings per share (EPS), and actual EPS (if available) and it's the quarterly schedule and timetable laying out individual release dates of financial reports containing performance data for publicly traded corporations.

We provide earnings transcript coverage for more than 8,000 publicly traded U.S. companies, as well as international companies that have a presence in the United States. This includes a wide range of industries and sectors, ensuring access to key financial insights from earnings calls.

It's EST (Eastern Standard Time) is the time zone for the eastern part of the United States and Canada, which is 5 hours behind Coordinated Universal Time (UTC-5).

There are 55,904 companies.

The Cashflow Statements are rarely released with an 8-K (earnings press release) and are only filled after the company releases a 10-Q, 10-K, 20-F etc.

Typically, we are able to gather financials through an 8-K within 24 hours of an earnings report, However, this data is not as reliable or as full as the data from their 10-Q which takes a bit longer to process.

At the moment we only provide the Financial Statement as Reported data for US market companies.

The forex market, also known as the foreign exchange market, is a global decentralized market where currencies are traded. It operates 24 hours a day, five days a week, starting from Sunday 5:00 PM Eastern Time (ET) until Friday 5:00 PM ET.

The Forex market operates on a 24-hour basis because it spans multiple time zones globally. When it is stated that Forex data is on the EST (Eastern Standard Time) time zone, it means that all times mentioned are based on the EST time zone. Sunday: Market opens at 5:00 PM EST (this is the beginning of the trading week, aligning with the start of the trading session in Sydney). Monday through Thursday: Open 24 hours. Friday: Market closes at 5:00 PM EST (end of the trading week, aligning with the closing of the New York session). EST (Eastern Standard Time) is the time zone for the eastern part of the United States and Canada, which is 5 hours behind Coordinated Universal Time (UTC-5)

It's EST (Eastern Standard Time) is the time zone for the eastern part of the United States and Canada, which is 5 hours behind Coordinated Universal Time (UTC-5).

The commodity market operates in two sessions: Morning Session: Which runs from 9:00 AM to 5:00 PM. Evening Session: Starts at 5:00 PM and ends at 11:30 PM. However, during daylight saving time (DST) in the US, this evening session extends to 11:55 PM.

Yes, we provide 20+ years of Historical Commodities data

Our WebSocket APIs are based on entitlements that control which WebSocket Clusters you can connect to and which kinds of data you can access.

Each account comes with access to one simultaneous WebSocket connection per cluster.

You should use the instructions on our documentation and always subscribe to a symbol in lowercase. e.g. "aapl".

Currently, our WebSocket returns data from 8 AM - 5 PM EST.

You can hit the bulk endpoints Once / 10 seconds and the Profile Bulk / ETF Bulk - Once / 60 seconds.

The bulks were designed initially to mitigate significant numbers of requests to the API and were mainly used to fill the database initially. They should not be run that frequently. What likely happened is that you were connected to one server and the overwhelming number of bulk requests overloaded the service. (Note we have over 200-300 servers globally at any given time). When you connect to the API the balancer will assign you one service closest and the most healthy to provide data to you - until your connection ends (typically every 60 seconds it will refresh you to another healthier service to keep you on the same service). We do have restrictions in place for select bulk endpoints and we will put more restrictions in place moving forward, however for now, it's best if you spread out your requests as they are updated once every 6-8 hours.

The growth rates represent the total growth rate over the specified period.

It's just an annual growth rate over 10, 5, or 3 years, you can just use those values directly for the CAGR formula since they are already pre-calculated.

For the Exponential Moving Average (EMA), the period calculates the ema over the 13 most recent daily intervals. It aligns with the indicator period. For example, if you used the daily technical indicator and set the period to 13, it would calculate EMA using data from the last 13 days.

The "EMA" corresponds to the period you set for the technical indicator.

The “period=” parameter is a period for the type, for example, “sma” is a simple moving average, so if the period is 20 (period=20), it will be on the last 20 candles like the last 20 periods.

Depends on the data package. You can get more information about our plans and prices on the Pricing Page.

If you are an Enterprise customer you can increase our API rate limit for a nominal fee we can increase the rate limit. Please contact our Enterprise Solutions Team for more information.

Our contract and data licensing terms for commercial usage are outlined in our quote and we also have our Terms of Service. Please contact our Account Executive team for guidance by filling out the Enterprise Contact form below. https://site.financialmodelingprep.com/enterprise-contact

Access to real-time or delayed data may be subject to additional agreements with the relevant exchange, and applicable licensing fees may be required. Please contact our Account Executive team for guidance by filling out the Enterprise Contact form below. https://site.financialmodelingprep.com/enterprise-contact

Thank you for your interest! To better assist you, please submit your information using the link below. One of our account managers will follow up with you shortly. If there is anything else I can help with, please let me know. https://site.financialmodelingprep.com/enterprise-contact

The API provides OHLC (open, high, low, close) prices and trading volume for forex currency pairs at 1-hour intervals.

Data is updated every hour, allowing users to track price changes and volume fluctuations throughout the trading day.

The 1-hour interval data can help swing traders or day traders identify key support and resistance levels, track overall trends, and time their entry and exit points more effectively.

Yes, the API offers historical data for 1-hour intervals, which is useful for backtesting strategies or analyzing past market performance.

Traders benefit from a more detailed view of price movements across the trading day, enabling them to track trends or market shifts and execute informed trades.

Yes, the Financial Modeling Prep 1-Hour Forex Interval Chart API is compatible with Open AI, allowing for seamless integration into AI-driven trading platforms or data analysis models.

The data is sourced from reliable financial markets and is updated in real-time to ensure accuracy and reliability for intraday trading and analysis.

Yes, you can get a free API to test the service on your dashboard by visiting https://site.financialmodelingprep.com/developer/docs/dashboard

Yes, you can get a free API to test the service on your dashboard. Visit https://site.financialmodelingprep.com/developer/docs/dashboard for more information.

To retrieve historical data for ETF holdings, the API call should be structured as follows: financialmodelingprep.com/stable/etf/holdings?date=desired_date&symbol=SPY&apikey=YOUR-API-KEY. You can find more information on how to make the API call for historical data on the Financial Modeling Prep documentation: https://site.financialmodelingprep.com/developer/docs#etf-holding-dates-etf-holdings

To cancel your subscription, please go to the Pricing Page on our website and select the free plan.

To change your subscription plan to align with the Trailing 30 Day Bandwidth Consumption policy, you can go to the Pricing Page on our website and select a plan that meets your data needs. If you have any specific questions or need assistance with selecting a plan, feel free to reach out to our customer support team for help.

To retrieve historical financial data using our API, you can make a GET request to the appropriate endpoint with the necessary parameters such as the date range and the specific data you are looking for. Our API documentation provides detailed instructions on how to do this.

The graham net-net value is calculated using the formula: grahamNetNet = (balanceSheet.cashAndCashEquivalents + balanceSheet.shortTermInvestments + (0.75 * balanceSheet.netReceivables) + (0.5 * balanceSheet.inventory) - balanceSheet.totalLiabilities) / shares.

Unfortunately, at the moment we only provide daily treasury rates data through our API. We do not offer real-time treasury rates data at this time.

Yes, we offer a 30% discount to students for all Financial Modeling Prep plans. To receive a student discount, please provide your current student email address and/or an image of your student ID.

The usage limit for the API is a rolling 30-day limit that updates daily. There is not a specific date that the limit is restored. The data consumed amount will slowly decrease day by day. If you need additional bandwidth, you can add extra limit with additional fees by submitting your information using the following link: https://site.financialmodelingprep.com/enterprise-contact

To receive more information, please submit your information using this link: https://site.financialmodelingprep.com/enterprise-contact. One of our account managers will follow up with you shortly for further assistance and information.

All of our plans are automatically renewed. To cancel your subscription membership, you should go to the pricing page and switch your account to the Free plan before the next billing cycle.

An account may have been suspended temporarily due to failed payments

You can download the full text of SEC filings using our API by accessing the following link: https://financialmodelingprep.com/api/v3/sec_filings/AAPL?type=10-k&page=0&apikey=YOUR-API-KEY

If you need assistance with using our financial data API, please reach out to our customer support team by sending us a message. We are here to help you with any questions or issues you may have.

Our company implemented a 30-day rolling monthly bandwidth limit to optimize system performance and ensure consistent service quality for all users. If you have exceeded the limit, you can upgrade your plan to purchase additional data bandwidth. You can also submit your information using the following link for further assistance: https://site.financialmodelingprep.com/enterprise-contact

To access historical financial data through our API, you can make use of our historical data endpoints. These endpoints allow you to retrieve historical stock prices, financial statements, and other relevant data for analysis and research purposes. Please refer to our API documentation for more details on how to access this information.

Bandwidth usage depends on which stream you’re subscribed to. As a general guide, it varies from about 1 MB to 1.2 MB per 10,000 messages streamed.

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.

You can find your data usage on the Dashboard > View Data Bandwidth Consumption > Data Usage