Filter Fundamental

Filter Fundamental Web API Documentation

Returns fundamentals that meet the set of filters specified in parameters.

Endpoint:
https://api-v2.intrinio.com/fundamentals

Parameters

Name Description Example
filed_after
Only include fundamentals that were filed on or after this date. 2022-01-01
filed_before
Only include fundamentals that were filed on or before this date. 2022-12-01
reported_only
Only as-reported fundamentals false
fiscal_year
Only for the given fiscal year 2017
statement_code
Only of the given statement code
Options:
income_statement
balance_sheet_statement
cash_flow_statement
calculations
show more show less
-
type
Only of the given type
Options:
QTR
YTD
FY
TTM
show more show less
-
fiscal_period
The fiscal period
Options:
Q1TTM
Q2TTM
Q3TTM
FY
Q1
Q2
Q3
Q4
Q2YTD
Q3YTD
show more show less
FY
start_date
Only include fundamentals where covered period is on or after this date. 2022-01-01
end_date
Only include fundamentals where covered period is on or before this date. 2022-12-01
updated_after
Only include fundamentals where it was updated after this date. 2022-12-01
updated_before
Only include fundamentals where it was updated before this date. 2022-12-01
template
The financial statement template used by Intrinio to standardize the as reported data
Options:
fin
indu
show more show less
-
next_page
Gets the next page of data from a previous API call -
filed_after
* required
Only include fundamentals that were filed on or after this date.
filed_before
* required
Only include fundamentals that were filed on or before this date.
reported_only
* required
Only as-reported fundamentals
fiscal_year
* required
Only for the given fiscal year
statement_code
* required
Only of the given statement code
type
* required
Only of the given type
fiscal_period
* required
The fiscal period
start_date
* required
Only include fundamentals where covered period is on or after this date.
end_date
* required
Only include fundamentals where covered period is on or before this date.
updated_after
* required
Only include fundamentals where it was updated after this date.
updated_before
* required
Only include fundamentals where it was updated before this date.
template
* required
The financial statement template used by Intrinio to standardize the as reported data
next_page
* required
Gets the next page of data from a previous API call

Output Fields

Name Description Type
id The Intrinio ID of the Fundamental string
statement_code The code of the financial statement that the Fundamental represents string
fiscal_year The fiscal year number
fiscal_period The fiscal period string
type The type of Fundamental select
start_date The period start date date
end_date The period start date date
filing_date The date and time when the Fundamental was filed with the SEC string
is_latest Is this the latest fundamental available based on the company's most recent filings? Use the Lookup Fundamental endpoint to find the latest fundamental (reference) boolean
company
The Company that the Fundamental was belongs to object
id
The Intrinio ID of the company string
ticker
The stock market ticker symbol associated with the company's common stock securities string
name
The company's common name string
lei
The Legal Entity Identifier (LEI) assigned to the company string
cik
The Central Index Key (CIK) assigned to the company string
id
The Intrinio ID of the Fundamental
statement_code
The code of the financial statement that the Fundamental represents
fiscal_year
The fiscal year
fiscal_period
The fiscal period
type
The type of Fundamental
start_date
The period start date
end_date
The period start date
filing_date
The date and time when the Fundamental was filed with the SEC
is_latest
Is this the latest fundamental available based on the company's most recent filings? Use the Lookup Fundamental endpoint to find the latest fundamental (reference)
company
The Company that the Fundamental was belongs to