What It Does (fundamentals only)
This article explains what the Stock Ticker fundamentals import does in Model Reef and how it fits into the rest of the platform.
You will learn:
What is imported when you use a stock ticker.
What is not imported.
How the imported fundamentals are used to build a working model.
When to use ticker fundamentals vs other data sources.
What the Stock Ticker import is
The Stock Ticker import is a pipeline for pulling historical financial fundamentals for a listed company into Model Reef using its market ticker symbol, for example:
AAPLGOOGLMSFTOther supported tickers
The import focuses on fundamentals only, not market prices. It is designed to give you:
Historical P&L structure.
Historical Balance Sheet structure.
Historical Cashflow structure.
Enough detail to drive forward forecasts and valuations inside Model Reef.
The goal is to get from zero to a working three statement model plus valuation in a few clicks, without manual data entry.
What is imported
At a high level, the Stock Ticker fundamentals import:
Retrieves historical financial statement data for the selected company.
Converts that data into structured time series for:
Revenue.
Direct costs and margins.
Operating expenses.
Tax and net income.
Assets and liabilities.
Cashflow components.
Creates Data Library entries for those series.
Auto creates variables in a single branch representing the company.
Applies default forecast logic and valuation assumptions.
This gives you a ready to use model with historicals, base case forecasts and valuation outputs.
What is not imported
The Stock Ticker fundamentals import does not:
Import share price series.
Import intraday or high frequency market data.
Model share issuance history or cap table in detail.
Pull analyst estimates or forward guidance.
Connect directly to brokerage or trading platforms.
It is a fundamental financial model input, not a trading or pricing feed.
If you need price based analysis, you can:
Import price series separately as CSV or API based drivers.
Combine fundamentals and price in custom charts or valuation overlays.
How the import is used in a model
Once imported, ticker fundamentals allow you to:
See 3 to 10 years of historical performance laid out in P&L, Balance Sheet and Cashflow.
Use existing margin and growth patterns as a base for forward forecasts.
Use the valuation engine to compute FCFF or FCFE based valuations.
Build scenario cases that start from the same historical performance.
The imported data behaves just like any other Data Library backed series and can be incorporated into custom drivers, formulas and charts.
When to use Stock Ticker fundamentals vs other imports
Use the Stock Ticker fundamentals import when:
You want to quickly analyse or value a listed company.
You need a fast starting point for a fundamentals based model.
You want to build multiple scenario cases for the same company.
You are benchmarking or comparing several listed companies.
Use other imports (PDF, Excel, CSV, Xero, QuickBooks) when:
You are modelling a private or internal entity.
You want to use management adjusted or custom prepared financials.
You need transaction level detail or bespoke segment breakdowns.
You can also combine them, for example using Stock Ticker fundamentals for peer companies and Xero or PDF imports for your own business.
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