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FilingApi.md

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intrinio_sdk.FilingApi

All URIs are relative to https://api-v2.intrinio.com

Method HTTP request Description
filter_filings GET /filings/filter Filter Filings
filter_notes GET /filings/notes/filter Filter SEC filing notes
get_all_filings GET /filings All Filings
get_all_notes GET /filings/notes Get All SEC filing notes
get_filing_by_id GET /filings/{id} Lookup Filing
get_note GET /filings/notes/{identifier} Get an SEC filing note by ID
get_note_html GET /filings/notes/{identifier}/html Returns the content of an SEC filing note as originally filed
get_note_text GET /filings/notes/{identifier}/text Returns the content of an SEC filing note stripped of HTML
search_notes GET /filings/notes/search Search Filing Notes

filter_filings

ApiResponseFilings filter_filings(company, report_type=report_type, start_date=start_date, end_date=end_date, next_page=next_page)

Filter Filings

Returns Filings that match the specified filters

Example

from __future__ import print_function
import time
import intrinio_sdk
from intrinio_sdk.rest import ApiException
from pprint import pprint

intrinio_sdk.ApiClient().configuration.api_key['api_key'] = 'YOUR_API_KEY'

filing_api = intrinio_sdk.FilingApi()

company = 'AAPL' # str | Filings for the given `company` identifier (ticker, CIK, LEI, Intrinio ID)
report_type = '' # str | Filter by report type (optional)
start_date = '2015-01-01' # date | Filed on or after the given date (optional)
end_date = '2019-01-01' # date | Filed before or after the given date (optional)
next_page = '' # str | Gets the next page of data from a previous API call (optional)

try:
    api_response = filing_api.filter_filings(company, report_type=report_type, start_date=start_date, end_date=end_date, next_page=next_page)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling FilingApi->filter_filings: %s\n" % e)

Parameters

Name Type Description Notes
company str Filings for the given `company` identifier (ticker, CIK, LEI, Intrinio ID)
report_type str Filter by report type [optional]
start_date date Filed on or after the given date [optional]
end_date date Filed before or after the given date [optional]
next_page str Gets the next page of data from a previous API call [optional]

Return type

ApiResponseFilings

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filter_notes

ApiResponseFilingNotes filter_notes(company=company, report_type=report_type, filing_start_date=filing_start_date, filing_end_date=filing_end_date, period_ended_start_date=period_ended_start_date, period_ended_end_date=period_ended_end_date, next_page=next_page)

Filter SEC filing notes

Returns SEC filing notes matching the supplied criteria

Example

from __future__ import print_function
import time
import intrinio_sdk
from intrinio_sdk.rest import ApiException
from pprint import pprint

intrinio_sdk.ApiClient().configuration.api_key['api_key'] = 'YOUR_API_KEY'

filing_api = intrinio_sdk.FilingApi()

company = 'AAPL' # str | A Company identifier (Ticker, CIK, LEI, Intrinio ID) (optional)
report_type = '10-Q' # str | Notes contained in filings that match the given report type (optional)
filing_start_date = '2018-07-15' # date | Limit search to filings on or after this date (optional)
filing_end_date = '2018-11-15' # date | Limit search to filings on or before this date (optional)
period_ended_start_date = '2018-07-15' # date | Limit search to filings with a period end date on or after this date (optional)
period_ended_end_date = '2018-11-15' # date | Limit search to filings with a period end date on or before this date (optional)
next_page = '' # str | Gets the next page of data from a previous API call (optional)

try:
    api_response = filing_api.filter_notes(company=company, report_type=report_type, filing_start_date=filing_start_date, filing_end_date=filing_end_date, period_ended_start_date=period_ended_start_date, period_ended_end_date=period_ended_end_date, next_page=next_page)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling FilingApi->filter_notes: %s\n" % e)

Parameters

Name Type Description Notes
company str A Company identifier (Ticker, CIK, LEI, Intrinio ID) [optional]
report_type str Notes contained in filings that match the given report type [optional]
filing_start_date date Limit search to filings on or after this date [optional]
filing_end_date date Limit search to filings on or before this date [optional]
period_ended_start_date date Limit search to filings with a period end date on or after this date [optional]
period_ended_end_date date Limit search to filings with a period end date on or before this date [optional]
next_page str Gets the next page of data from a previous API call [optional]

Return type

ApiResponseFilingNotes

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get_all_filings

ApiResponseFilings get_all_filings(next_page=next_page)

All Filings

Returns all Filings

Example

from __future__ import print_function
import time
import intrinio_sdk
from intrinio_sdk.rest import ApiException
from pprint import pprint

intrinio_sdk.ApiClient().configuration.api_key['api_key'] = 'YOUR_API_KEY'

filing_api = intrinio_sdk.FilingApi()

next_page = '' # str | Gets the next page of data from a previous API call (optional)

try:
    api_response = filing_api.get_all_filings(next_page=next_page)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling FilingApi->get_all_filings: %s\n" % e)

Parameters

Name Type Description Notes
next_page str Gets the next page of data from a previous API call [optional]

Return type

ApiResponseFilings

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get_all_notes

ApiResponseFilingNotes get_all_notes(next_page=next_page)

Get All SEC filing notes

Return All notes from SEC Filings, most-recent first

Example

from __future__ import print_function
import time
import intrinio_sdk
from intrinio_sdk.rest import ApiException
from pprint import pprint

intrinio_sdk.ApiClient().configuration.api_key['api_key'] = 'YOUR_API_KEY'

filing_api = intrinio_sdk.FilingApi()

next_page = '' # str | Gets the next page of data from a previous API call (optional)

try:
    api_response = filing_api.get_all_notes(next_page=next_page)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling FilingApi->get_all_notes: %s\n" % e)

Parameters

Name Type Description Notes
next_page str Gets the next page of data from a previous API call [optional]

Return type

ApiResponseFilingNotes

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get_filing_by_id

Filing get_filing_by_id(id)

Lookup Filing

Returns the Filing with the given identifier

Example

from __future__ import print_function
import time
import intrinio_sdk
from intrinio_sdk.rest import ApiException
from pprint import pprint

intrinio_sdk.ApiClient().configuration.api_key['api_key'] = 'YOUR_API_KEY'

filing_api = intrinio_sdk.FilingApi()

id = 'fil_7Kn2P6' # str | The Intrinio ID of the Filing

try:
    api_response = filing_api.get_filing_by_id(id)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling FilingApi->get_filing_by_id: %s\n" % e)

Parameters

Name Type Description Notes
id str The Intrinio ID of the Filing

Return type

Filing

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get_note

FilingNote get_note(identifier, content_format=content_format)

Get an SEC filing note by ID

Example

from __future__ import print_function
import time
import intrinio_sdk
from intrinio_sdk.rest import ApiException
from pprint import pprint

intrinio_sdk.ApiClient().configuration.api_key['api_key'] = 'YOUR_API_KEY'

filing_api = intrinio_sdk.FilingApi()

identifier = 'xbn_3fghz' # str | The Intrinio ID of the filing note
content_format = 'text' # str | Returns content in html (as filed) or plain text (optional) (default to text)

try:
    api_response = filing_api.get_note(identifier, content_format=content_format)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling FilingApi->get_note: %s\n" % e)

Parameters

Name Type Description Notes
identifier str The Intrinio ID of the filing note
content_format str Returns content in html (as filed) or plain text [optional] [default to text]

Return type

FilingNote

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get_note_html

str get_note_html(identifier)

Returns the content of an SEC filing note as originally filed

Example

from __future__ import print_function
import time
import intrinio_sdk
from intrinio_sdk.rest import ApiException
from pprint import pprint

intrinio_sdk.ApiClient().configuration.api_key['api_key'] = 'YOUR_API_KEY'

filing_api = intrinio_sdk.FilingApi()

identifier = 'xbn_3fghz' # str | The Intrinio ID of the filing note

try:
    api_response = filing_api.get_note_html(identifier)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling FilingApi->get_note_html: %s\n" % e)

Parameters

Name Type Description Notes
identifier str The Intrinio ID of the filing note

Return type

str

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get_note_text

str get_note_text(identifier)

Returns the content of an SEC filing note stripped of HTML

Example

from __future__ import print_function
import time
import intrinio_sdk
from intrinio_sdk.rest import ApiException
from pprint import pprint

intrinio_sdk.ApiClient().configuration.api_key['api_key'] = 'YOUR_API_KEY'

filing_api = intrinio_sdk.FilingApi()

identifier = 'xbn_3fghz' # str | The Intrinio ID of the filing note

try:
    api_response = filing_api.get_note_text(identifier)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling FilingApi->get_note_text: %s\n" % e)

Parameters

Name Type Description Notes
identifier str The Intrinio ID of the filing note

Return type

str

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search_notes

ApiResponseFilingNotesSearch search_notes(query, filing_start_date=filing_start_date, filing_end_date=filing_end_date, page_size=page_size)

Search Filing Notes

Searches SEC filing notes using the text in query

Example

from __future__ import print_function
import time
import intrinio_sdk
from intrinio_sdk.rest import ApiException
from pprint import pprint

intrinio_sdk.ApiClient().configuration.api_key['api_key'] = 'YOUR_API_KEY'

filing_api = intrinio_sdk.FilingApi()

query = 'inflation' # str | Search for notes that contain all or parts of this text
filing_start_date = '2018-07-15' # date | Limit search to filings on or after this date (optional)
filing_end_date = '2018-11-30' # date | Limit search to filings on or before this date (optional)
page_size = 100 # float | The number of results to return (optional) (default to 100)

try:
    api_response = filing_api.search_notes(query, filing_start_date=filing_start_date, filing_end_date=filing_end_date, page_size=page_size)
    pprint(api_response)
except ApiException as e:
    print("Exception when calling FilingApi->search_notes: %s\n" % e)

Parameters

Name Type Description Notes
query str Search for notes that contain all or parts of this text
filing_start_date date Limit search to filings on or after this date [optional]
filing_end_date date Limit search to filings on or before this date [optional]
page_size float The number of results to return [optional] [default to 100]

Return type

ApiResponseFilingNotesSearch

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