by QMatix

Delivering the Stock Market to Excel

XLQ2 - Financial Modeling Prep (FMP)

Introducing FMP

xlq2 users may use Financial Modeling Prep (FMP) as a data source for a vast range of data:

  • Over 50 different worldwide exchanges are covered.
  • as well as forex, commodities, cryptos, indexes etc.
  • Historic day / week / month data is available as splits adjusted or dividend and split adjusted.
  • Realtime snapshot data.
  • Historic dividends, splits, earnings, financials available for many markets going back over 30 years.
  • Upcoming dividends, splits, earnings and targets for many markets.
  • Insider transactions.
  • Other detailed statistics / fundamentals, historic ratios, growth.
  • Bulk data requests including all data for a market day etc.
  • and more.

To start working with FMP in xlq2, in addition to an active xlq2 license you would require a subscription with FMP.

 

 

Exclusive Offer for xlq2 users

25% off*

FMP subscriptions from as low as $14.25 per month**

* pricing does not change as long as subscription is maintained
**for yearly subscription or $21.75 for monthly
 
     

FMP offers 3 personal use subscriptions (not counting free to try it), Starter, Premium and Ultimate, as well as 2 for commercial use.
(Individual plans don't allow the display or distributing of the data to end users or the public. All plans are subject to the terms and conditions under FMP's terms of service).

25% discount applies to all and may be subscribed by month or annually.

Most data is already available via Starter. Higher subscriptions will process data requests faster and provide some extras.

There are no symbols limit, daily limits or other restrictions. Only limit is request per minute. Starter allows 300, Premium 750, Ultimate 3000.

FMP is a good all-round source for day, historic (including intraday), dividends, earnings, fundamental data etc. for numerous world markets. In addition to the standard xlq formulae supported, extra possibilities are shown below.

Click below for more info:

Once you have signed up and received your token (API Key), you should enter it into xlq2 by right clicking the Q and choosing preferences / data source specific / financial modeling prep.

At the same time you should set the option “set subscription for optimized processing” to the level you have chosen.

This is important as ultimate can process data a lot faster than starter. If you chose the incorrect setting xlq may either process slower than it needs to or process too fast and hit limits to often (in that case it will pause any new requests, then continue)

You should also choose the default adjustment (split or split and dividend) and the data you need, both the bulk and individual. (Not all bulk may be available via Starter, but per symbol requests may still be made).

Changes can always be made later.

Restart xlq2 and start working (open xlq2demo.xlsx for examples of all formulae)...

FMP Preferences

 

Realtime snapshot data available for many world markets, commodities, forex, cryptos etc. etc.

as well as historic day, week and month data adjusted for splits, or splits and dividends.

Extra formulae

Realtime Excel 1

 

Historic and upcoming dividends are available for many markets and includes data such as ex-dividend, record, paid and declared date, as well as split adjusted and unadjusted amounts.

Dividends

 

Upcoming Earnings, Historic Quarterly Earnings (up to 30 years), as well as historic and forward looking estimates.

Target pricing (including average for last year / month) and Ratings

Bulk data is available.

Estimates

 

Balance Sheet, Income Statement and Cash Flow. (Quarterly and Yearly)

As well as yearly and quarterly financial growth (including for balance sheet, cash flow and income statement)

Hundreds of formulae. Covering various markets around the world with up to 30 years data.

Balance Sheet (Q)

 

Hundreds of formulae covering Key Metrics and Financial Ratios are available as quarterly, yearly and TTM.

Key Metrics (Q)

 

The FMP view available via the Q menu or by pressing alt-ctrl-shift-F allows you to view, query and filter all the available data

Symbol data is automatically available for every market. More details available by default for Professional and Enterprise subscriptions, along with any bulk data retrieved. If data for a symbols has been requested for use in excel they are also available. A symbol's data may also be retrieved by double clicking (or a range of symbols using the right click menu)

For each symbol detailed views may be selected from the tree, with each tab providing the associated in-depth data that can further be queried.

FMP View 1

 

The FMP period view is an extremely powerful view which will automatically load and show the data for all symbols for any historic date selected.

In addition the Dividend, Splits, Earnings and Insiders views will also show the data for any historic or upcoming month

If bulk data has been requested all markets and symbols are shown, if not only data related to symbols you are currently using

Each view may be filtered across multiple columns and the data copied to excel for further processing and analysis.

FMPPeriod View Market Day

 

Insider Transactions.

Insider Transactions Excel 1

 

Historic Intraday available (last close and earlier)

Click here for more info

Historic Intraday Excel 1

 

New Tips and Tricks Page
  • A quick reference guide to using xlq2 with excel including shortcuts, tips etc.

  • Examples and explanations for all user levels.
Also available via the Resource menu above, along with references for formulae, symbols etc.

LATEST NEWS:

20 March 2025

XLQ2 25.2 released

  • Balance Of Power

    Balance Of Power indicator now supported.

  • Norgate Data

    Adjusted dividends (xlqhDividendAmountAdjusted) and unadjusted close (xlqhUnadjustedClose) now supported for Norgate.

  • More. >>

Current Offers

1 year of upgrades included
Purchase xlq2Lite for $159
Purchase xlq2 for $299

Pleased with the service and support
or feel extra has been earned?

Your acknowledgement is appreciated.
Thank you

User Comments

It is so uncommon in this day and age to receive top-level, human support and I appreciate that immensely. The quality, breadth and utility of your product is incredible, but even more impressive is the level of support you provided to me, just one individual customer. You may quote me on that. Thank you.

- C.B.

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Books

xlq2 has been recommended in the following:

Definitive Guide to Position Sizing

Van Tharp

Paul King