Integration with Python / Google Sheets and Excel
2. R package
3. Google Sheet
a. Create a new Google Sheet
b. Select Tools > Script Editor
c. Delete the content of Code.js
d. copy this script: https://gist.githubusercontent.com/paulgambill/cacd19da95a1421d3164/raw/047b04a1c321b697533adad5828e6df8748b5e54/import_json_appsscript.js in the code.js
d. Paste it into the code.js
e. Rename your code "ImportJSON"
f. You can now go back to your google Sheet
g. In A1 type =IFERROR(IMPORTJSON("https://fmpcloud.io/api/v3/quote/AAPL/?apikey=demo", "/", "noHeaders"), IMPORTJSON("http://fmpcloud.io/api/v3/quote/AAPL/?apikey=demo", "/", "noHeaders”))"))
h. Or for financials you can type in A1: =IFERROR(IMPORTJSON("https://fmpcloud.io/api/v3/income-statement/AAPL/?apikey=demo", "/", "noHeaders"), IMPORTJSON("http://fmpcloud.io/api/v3/income-statement/AAPL/?apikey=demo", "/", "noHeaders”))"))
h. you can now replace the API key demo by your API key and query other stocks and any endpoints on the documentation.
Institution/fund manager stock information filed with SEC
A fund manager is responsible for implementing a fund's investing strategy and managing its portfolio trading activities. The fund can be managed by one person, by two people as co-managers, or by a team of three or more people. The main benefit of a investing into a fund is that a professional investor is paid to optimize your return based on your risk profile. Using FMPCloud.io you can find out who this person is and then research the quality of their work. Here’s how:
1. To search for the fund manager or institutional holdings, you need to know their CIK numbers, the CIK numbers are given by the SEC to identify the individuals or companies while filing financial statements.
2. The following steps can guide you through the process: (Let’s use Soro as an example):
a. Log in
b. Scroll down the page until you see :
c. Click the link as the above arrow pointed to
d. The page will become this:
e. In the address bar: replace “Berkshire” with “Soro” and press Enter, the following screen will appear:
f. Copy the cik number, in this case, it is going to be: 0001029160, then go back to the 13F section , scroll down to the “13F” section and click the link below:
g. Copy the above the link (arrow pointed to) onto the address bar, and replace the “49205” number with the CIK number you just copied, in this case it is: 0001029160, please make sure the other parts of this link are stay the same, then hit enter
h. You will see the following content appears:
i. The above page shows the soro’s portfolio filed with the SEC, copy the link as arrow pointed to.
3. Data Extraction to Excel sheet:
a. We will use the Excel 365 to demonstrate the data import
b. Open the Excel 365, click the “Data” tab, and click “From Web”
c. Paste the link into the box that appeared int the excel sheet
d. Click, ok
e. In the open box, click the 2nd “Transfom” from the left to right as arrow point to.
f. Then click “To Table” Convert, the 1st option from the menu below
g. Click ok when the “To Table” box show up
h. Click the upper right icon when the box shows up again:
i. Choose the header, then select “OK”
j. Then click “close and load to table” from the box
k. The Full content will show into the excel sheet now.