mutual_fund_portfolio_dates
FinancialModelingPrep.mutual_fund_portfolio_dates
— Functionmutual_fund_portfolio_dates(fmp, symbol)
mutual_fund_portfolio_dates(fmp, cik)
Returns the portfolio dates for the specified mutual fund.
Arguments
fmp::FMP
: A Financial Modeling Prep instance.symbol::String
: A stock symbol.cik::String
: A CIK.
See Historical-Mutual-Fund-Holdings-Available-Dates for more details.
Examples
# create a FMP API instance
fmp = FMP()
# get the portfolio dates for VTSAX
data = mutual_fund_portfolio_dates(fmp, "VTSAX")
# get the portfolio dates for VEXPX
data = mutual_fund_portfolio_dates(fmp, cik = "0000034066")
mutual_fund_portfolio
FinancialModelingPrep.mutual_fund_portfolio
— Functionmutual_fund_portfolio(fmp, symbol, params...)
mutual_fund_portfolio(fmp, cik, params...)
Returns the portfolio for the specified mutual fund.
Arguments
fmp::FMP
: A Financial Modeling Prep instance.symbol::String
: A stock symbol.cik::String
: A CIK.params...
: Additional keyword query params.
See Historical-Mutual-Fund-Holdings-Portfolio for more details.
Examples
# create a FMP API instance
fmp = FMP()
# get the portfolio for VTSAX at the end of 2021
data = mutual_fund_portfolio(fmp, "VTSAX", date = "2021-12-31")
# get the portfolio for VEXPX at the end of 2021
data = mutual_fund_portfolio(fmp, cik = "0000034066", date = "2021-12-31")
mutual_fund_search
FinancialModelingPrep.mutual_fund_search
— Functionmutual_fund_search(fmp, name)
Returns all mutual funds matching the specified name.
Arguments
fmp::FMP
: A Financial Modeling Prep instance.name::String
: An institution name.
See Mutual-Fund-Holdings-Search for more details.
Examples
# create a FMP API instance
fmp = FMP()
# get all mutual funds from Vanguard
data = mutual_fund_search(fmp, name = "Vanguard")
etf_portfolio_dates
FinancialModelingPrep.etf_portfolio_dates
— Functionetf_portfolio_dates(fmp, symbol)
etf_portfolio_dates(fmp, cik)
Returns the portfolio dates for the specified ETF.
Arguments
fmp::FMP
: A Financial Modeling Prep instance.symbol::String
: A stock symbol.cik::String
: A CIK.
See Historical-Mutual-Fund-Holdings-Available-Dates for more details.
Examples
# create a FMP API instance
fmp = FMP()
# get the portfolio dates for VOO
data = etf_portfolio_dates(fmp, "VOO")
# get the portfolio dates for DLR
data = etf_portfolio_dates(fmp, cik = "0000036405")
etf_portfolio
FinancialModelingPrep.etf_portfolio
— Functionetf_portfolio(fmp, symbol, params...)
etf_portfolio(fmp, cik, params...)
Returns the portfolio for the specified ETF.
Arguments
fmp::FMP
: A Financial Modeling Prep instance.symbol::String
: A stock symbol.cik::String
: A CIK.params...
: Additional keyword query params.
See Historical-Mutual-Fund-Holdings-Portfolio for more details.
Examples
# create a FMP API instance
fmp = FMP()
# get the portfolio for VOO at the end of 2021
data = etf_portfolio(fmp, "VOO", date = "2021-12-31")
# get the portfolio for DLR at the end of 2021
data = etf_portfolio(fmp, cik = "0000036405", date = "2021-12-31")