mutual_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(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(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(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(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")