Today we will see how to import an Institution/fund manager stock information filed with SEC ( into Excel.

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…

For this example we will be using ( stocks and financial API) and google sheet (

We will demonstrate how easy it is to integrate their API into Google Sheets for accessing and keeping track of Apple Inc. price and financial statements.

Let’s get into it:

a. Create a…

1. What are the different types of financial models?

There are many types of financial modeling such as Discounted Cash Flow (DCF) Model, Merger Model (M&A), Leveraged Buyout (LBO) Model.

2. What is a DCF model?

A basic DCF model involves projecting future cash flows and discounting them back to the present using a discount rate (weighted average cost of capital) that reflects the riskiness…

Antoine Vulcain

Developer, Writer, Entrepreneur. Learn Financial modeling at:

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