Financial Analyst Pathway

This pathway covers the fundamentals and valuation side of Fonrex, and the two no-code front-ends: Google Sheets and OpenBB Workspace. All of them read your own instance.

Need	Where
Ratios with their source	GET /fundamental (EODHD layout, Sources section)
Statements, earnings, ratings	GET /fundamental/deep
Intrinsic value	GET /dcf/{ticker} (FCF), /compare (three models), /sensitivity; POST /dcf/{ticker} with your assumptions
Spreadsheet	Google Sheets template
Dashboards	OpenBB Workspace widgets

1. An instance and a key

Install the instance (Installation) and create a read-only key for the tools that keep it outside your machine:

FONREX_READ_ONLY_API_KEYS=frx_live_<random value>

2. Fundamentals

curl -s -H "X-API-KEY: $KEY" "http://localhost:5000/fundamental?ticker=AIR.PA"
curl -s -H "X-API-KEY: $KEY" "http://localhost:5000/fundamental/deep?ticker=AIR.PA"

/fundamental takes each figure from Yahoo Finance (asked with the symbol verified for the listing), then from the stored figures, then from the scraped websites, and tells you where each one comes from. Ratios are ratios (0.0125 for 1.25 %). See Fundamentals.

3. Valuation

The DCF reads the deep fundamentals stored for the instrument: call /fundamental/deep first.

curl -s -H "X-API-KEY: $KEY" "http://localhost:5000/dcf/AIR.PA"
curl -s -H "X-API-KEY: $KEY" "http://localhost:5000/dcf/AIR.PA/sensitivity?model=fcf"
curl -s -X POST -H "X-API-KEY: $KEY" -H "Content-Type: application/json" \
  -d '{"models": ["fcf", "eps", "ddm"], "projection_years": 10, "terminal_growth_rate": 0.02}' \
  http://localhost:5000/dcf/AIR.PA

GET /dcf computes the FCF model; /compare and a POST naming several models weigh FCF, EPS and DDM 50/30/20. WACC from CAPM with the FRED 10-year rate. See Valuation & DCF.

4. Google Sheets

The template refreshes fundamentals, DCF and indicators for a watchlist, and offers =FONREX_PE(), =FONREX_DIVIDEND_YIELD(), =FONREX_INTRINSIC_VALUE() and =FONREX_RSI(). Google's servers reach your instance through a tunnel. See the Google Sheets guide.

5. OpenBB Workspace

Add your instance URL as a data source, with your key in the X-API-KEY header: 19 widgets and two dashboards (EU Markets, Screener & Macro). See the OpenBB guide.

info

Fonrex displays raw financial data and analytical outputs. It does not constitute investment advice.