> AI agents: this is one page from PostHog's docs. Full index of Markdown docs for LLMs: https://posthog.com/llms.txt

# Linking Financial Modeling Prep as a source

Canonical URL: https://posthog.com/docs/data-pipelines/sources/financial-modelling

> **Cloud region:** This page uses US Cloud hosts. For an EU Cloud project, use `https://eu.posthog.com` instead of `https://us.posthog.com` or `https://app.posthog.com` (app host for links).

## On this page

- [Prerequisites](#prerequisites)
- [Adding a data source](#adding-a-data-source)
- [Sync modes](#sync-modes)
- [Configuration](#configuration)
- [Supported tables](#supported-tables)
- [Troubleshooting](#troubleshooting)

**Beta release**

This source is currently in **beta**. It works end to end, but you may still hit rough edges. [Let us know](https://us.posthog.com/#panel=support%3Asupport%3Adata_warehouse%3A%3Atrue) if you do.

![](https://res.cloudinary.com/dmukukwp6/image/upload/texture_tan_9608fcca70)

![](https://res.cloudinary.com/dmukukwp6/image/upload/texture_tan_dark_a92b0e022d)

Let AI connect your sources for you

Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.

`npx @posthog/wizard warehouse`

![PostHog Wizard hedgehog](https://res.cloudinary.com/dmukukwp6/image/upload/wizard_3f8bb7a240.png)

![](https://res.cloudinary.com/dmukukwp6/image/upload/wizard_3f8bb7a240.png)Let AI connect your sources for you

The Financial Modeling Prep connector syncs market and company financial data – company profiles, financial statements, and historical prices – into PostHog, so you can analyze financial data alongside your product data.

## Prerequisites

You need a Financial Modeling Prep account with an API key. Free-tier keys are heavily rate-limited, so keep your list of symbols focused.

## Adding a data source

1.  In PostHog, go to the [Sources tab](https://app.posthog.com/data-management/sources) of the data pipeline section.
2.  Click **\+ New source** and click **Link** next to this source.
3.  Enter your credentials (see [Configuration](#configuration) below) and click **Next**.
4.  Select the tables you want to sync, choose a sync method and frequency, then click **Import**.

Once the syncs are complete, you can start querying this data in PostHog.

When linking Financial Modeling Prep, you'll need:

-   **API key** – find it in your [Financial Modeling Prep dashboard](https://site.financialmodelingprep.com/developer/docs/dashboard).
-   **Symbols** – a comma-separated list of tickers to sync, for example `AAPL, MSFT, GOOGL`. The symbol-keyed tables are fetched once per ticker you list, so keep the list focused.

## Sync modes

Each table can be synced in one of several modes, depending on what the source supports:

-   **Webhook** (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
-   **Incremental** – only new or updated rows are synced on each run, using a cursor field (such as an `updated_at` timestamp). Cheaper than a full refresh, but deletes aren't captured.
-   **Append only** – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
-   **Full refresh** – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.

See [sync methods](https://posthog.com/docs/data-pipelines/sources.md#sync-methods) for a full explanation of how each mode works and how to choose between them.

## Configuration

| Option | Type | Required |
| --- | --- | --- |
| `API key` | password | Yes |
| `Symbols` | text | Yes |

## Supported tables

| Table | Description | Sync method | Incremental field | Primary key |
| --- | --- | --- | --- | --- |
| `stock_list` | Every tradable symbol Financial Modeling Prep tracks, with its exchange and name. | Full refresh | — | — |
| `company_profiles` | Company profile: sector, industry, market cap, description, and contact details for each symbol. | Full refresh | — | — |
| `income_statements` | Annual income statements (revenue, expenses, net income) per symbol and fiscal period. | Full refresh | — | — |
| `balance_sheet_statements` | Annual balance sheets (assets, liabilities, equity) per symbol and fiscal period. | Full refresh | — | — |
| `cash_flow_statements` | Annual cash flow statements (operating, investing, financing) per symbol and fiscal period. | Full refresh | — | — |
| `key_metrics` | Headline financial metrics per symbol and fiscal period: market cap, enterprise value, returns and yields. | Full refresh | — | — |
| `ratios` | Valuation, profitability, liquidity and leverage ratios per symbol and fiscal period. | Full refresh | — | — |
| `key_metrics_ttm` | Trailing twelve-month key metrics per symbol. One always-current row per symbol, replaced on every sync. | Full refresh | — | — |
| `ratios_ttm` | Trailing twelve-month financial ratios per symbol. One always-current row per symbol, replaced on every sync. | Full refresh | — | — |
| `dividends` | Dividend history for each symbol you sync, including the amount, yield and the record, payment and declaration dates. | Full refresh | — | — |
| `earnings` | Reported earnings per symbol: actual against estimated earnings per share and revenue for each announcement. | Full refresh | — | — |
| `historical_prices` | End-of-day OHLCV price history per symbol, filtered server-side by trading date. | Incremental, Full refresh | date | — |
| `earnings_calendar` | Scheduled and historical earnings announcements across the market, filtered by date. | Incremental, Full refresh | date | — |
| `dividends_calendar` | Dividend events across the market (ex-date, payment, amount), filtered by date. | Incremental, Full refresh | date | — |
| `available_exchanges` | Every stock exchange Financial Modeling Prep supports, resolving the exchange codes carried on stock\_list and company\_profiles. | Full refresh | — | — |
| `available_sectors` | Every sector classification Financial Modeling Prep assigns, resolving the sector values on company\_profiles. | Full refresh | — | — |
| `available_industries` | Every industry classification Financial Modeling Prep assigns, resolving the industry values on company\_profiles. | Full refresh | — | — |
| `splits` | Stock split history per symbol. Needed to compare historical\_prices across a split. | Full refresh | — | — |
| `market_capitalization` | Current market capitalization per symbol: one always-current row, replaced on every sync. | Full refresh | — | — |
| `historical_market_capitalization` | Daily market capitalization history per symbol, the standard size dimension for equity analysis. | Incremental, Full refresh | date | — |
| `institutional_positions_summary` | Institutional 13F holdings summarized per symbol and calendar quarter: how many institutions hold the symbol, the shares and value they hold, and how both moved since the previous quarter. | Full refresh | — | — |

## Troubleshooting

-   If your API key is invalid or has been revoked, generate a new key in your Financial Modeling Prep dashboard, then reconnect.
-   If your plan does not grant access to a table, upgrade your plan or deselect the affected tables, then reconnect.

If your sync is failing or data looks wrong, see the [Data warehouse troubleshooting guide](https://posthog.com/docs/data-warehouse/troubleshooting.md). If that doesn't help, [contact support](https://us.posthog.com/#panel=support%3Asupport%3Adata_warehouse%3A%3Atrue) – we're happy to help.