Financials
GET
/vX/reference/financials
This API is experimental.
Retrieve historical financial data for a specified stock ticker, derived from company SEC filings and extracted via XBRL. This experimental endpoint provides a wide range of financial metrics, including income statements, balance sheets, cash flow statements, and comprehensive income figures. By examining these standardized, machine-readable financial details, users can conduct in-depth fundamental analysis, track corporate performance trends, and compare financials across different reporting periods.
Use Cases: Fundamental analysis, trend identification, cross-company comparisons, research & modeling.
Query Parameters
ticker
string
Query by company ticker.
cik
string
Query by central index key (CIK) Number
company_name
string
Query by company name.
sic
string
Query by standard industrial classification (SIC)
filing_date
string
Query by the date when the filing with financials data was filed in YYYY-MM-DD format.
Best used when querying over date ranges to find financials based on filings that happen in a time period.
Examples:
To get financials based on filings that have happened after January 1, 2009 use the query param filing_date.gte=2009-01-01
To get financials based on filings that happened in the year 2009 use the query params filing_date.gte=2009-01-01&filing_date.lt=2010-01-01
Best used when querying over date ranges to find financials based on filings that happen in a time period.
Examples:
To get financials based on filings that have happened after January 1, 2009 use the query param filing_date.gte=2009-01-01
To get financials based on filings that happened in the year 2009 use the query params filing_date.gte=2009-01-01&filing_date.lt=2010-01-01
period_of_report_date
string
The period of report for the filing with financials data in YYYY-MM-DD format.
timeframe
enum (string)
Query by timeframe. Annual financials originate from 10-K filings, and quarterly financials originate from 10-Q filings. Note: Most companies do not file quarterly reports for Q4 and instead include those financials in their annual report, so some companies my not return quarterly financials for Q4
include_sources
boolean
Whether or not to include the `xpath` and `formula` attributes for each financial data point.
See the `xpath` and `formula` response attributes for more info. False by default.
order
enum (string)
Order results based on the `sort` field.
limit
integer
Limit the number of results returned, default is 10 and max is 100.
sort
enum (string)
Sort field used for ordering.
Response Attributes
count
integer
The total number of results for this request.
next_url
string
optional
If present, this value can be used to fetch the next page of data.
request_id
string
A request id assigned by the server.
results
array (object)
acceptance_datetime
unknown type
optional
The datetime (EST timezone) the filing was accepted by EDGAR in YYYYMMDDHHMMSS format.
cik
string
The CIK number for the company.
company_name
string
The company name.
end_date
string
optional
The end date of the period that these financials cover in YYYYMMDD format.
filing_date
unknown type
optional
The date that the SEC filing which these financials were derived from was made available. Note that this is not necessarily the date when this information became public, as some companies may publish a press release before filing with the SEC.
financials
object
fiscal_period
string
Fiscal period of the report according to the company (Q1, Q2, Q3, Q4, or FY).
fiscal_year
string
optional
Fiscal year of the report according to the company.
source_filing_file_url
unknown type
optional
The URL of the specific XBRL instance document within the SEC filing that these financials were derived from.
source_filing_url
string
optional
The URL of the SEC filing that these financials were derived from.
start_date
string
optional
The start date of the period that these financials cover in YYYYMMDD format.
tickers
array (string)
optional
The list of ticker symbols for the company.
timeframe
string
The timeframe of the report (quarterly, annual or ttm).
status
string
The status of this request's response.