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intrinio_sdk.FilingApi

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

Method HTTP request Description
get_all_filings GET /filings All Filings
get_all_notes GET /filings/notes All Filing Notes
get_filing_answers GET /filings/{identifier}/answers Filing Answers
get_filing_by_id GET /filings/{id} Lookup Filing
get_filing_fundamentals GET /filings/{identifier}/fundamentals All Fundamentals by Filing
get_filing_html GET /filings/{identifier}/html Filing Html
get_filing_text GET /filings/{identifier}/text Filing Text
get_note GET /filings/notes/{identifier} Filing Note by ID
get_note_html GET /filings/notes/{identifier}/html Filing Note HTML
get_note_text GET /filings/notes/{identifier}/text Filing Note Text
search_notes GET /filings/notes/search Search Filing Notes

get_all_filings

View Intrinio API Documentation

ApiResponseFilings get_all_filings(company=company, report_type=report_type, start_date=start_date, end_date=end_date, industry_category=industry_category, industry_group=industry_group, thea_enabled=thea_enabled, earnings_release=earnings_release, page_size=page_size, next_page=next_page)

All Filings

Returns pertinent filing reference data for a specific company filing or latest filings for all companies. Useful for tracking the latest filings submitted and updating your database accordingly with the new information.

Example

from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException

intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)

company = 'AAPL'
report_type = '10-Q'
start_date = '2015-01-01'
end_date = ''
industry_category = ''
industry_group = ''
thea_enabled = ''
earnings_release = ''
page_size = 100
next_page = ''

response = intrinio.FilingApi().get_all_filings(company=company, report_type=report_type, start_date=start_date, end_date=end_date, industry_category=industry_category, industry_group=industry_group, thea_enabled=thea_enabled, earnings_release=earnings_release, page_size=page_size, next_page=next_page)
print(response)
    
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict)

Parameters

Name Type Description Notes
company str Filings for the given `company` identifier (ticker, CIK, LEI, Intrinio ID) [optional]  
report_type str Filter by report type. Separate values with commas to return multiple The filing <a href=&quot;https://docs.intrinio.com/documentation/sec_filing_report_types\" target=&quot;_blank&quot;>report types</a>. [optional]  
start_date date Filed on or after the given date [optional]  
end_date date Filed before or after the given date [optional]  
industry_category str Return companies in the given industry category [optional]  
industry_group str Return companies in the given industry group [optional]  
thea_enabled bool Return filings that have been read by our Thea NLP and are ready for our answers endpoint [optional]  
earnings_release bool Return filings that have been tagged as having Results of Operations and Financial Conditions [optional]  
page_size int The number of results to return [optional] [default to 100]  
next_page str Gets the next page of data from a previous API call [optional]  

Return type

ApiResponseFilings

get_all_notes

View Intrinio API Documentation

ApiResponseFilingNotes get_all_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, page_size=page_size, next_page=next_page)

All Filing Notes

Returns a list of the latest XBRL filing note sections from the SEC 10-K and 10-Q statements. The returned Intrinio XBRL filing note ID can then be utilized with the “Filing Note by ID” endpoint to retrieve the contents of the note in HTML or text format.

Example

from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException

intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)

company = 'AAPL'
report_type = '10-Q'
filing_start_date = ''
filing_end_date = ''
period_ended_start_date = ''
period_ended_end_date = ''
page_size = 100
next_page = ''

response = intrinio.FilingApi().get_all_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, page_size=page_size, next_page=next_page)
print(response)
    
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict)

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 <a href=&quot;https://docs.intrinio.com/documentation/sec_filing_report_types\" target=&quot;_blank&quot;>report type</a> [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]  
page_size int The number of results to return [optional] [default to 100]  
next_page str Gets the next page of data from a previous API call [optional]  

Return type

ApiResponseFilingNotes

get_filing_answers

View Intrinio API Documentation

ApiResponseFilingAnswers get_filing_answers(identifier, query)

Filing Answers

Example

from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException

intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)

identifier = 'fil_B73xBG'
query = 'What do they believe in?'

response = intrinio.FilingApi().get_filing_answers(identifier, query)
print(response)
    
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict)

Parameters

Name Type Description Notes
identifier str A Filing identifier  
query str The query to ask the Thea API  

Return type

ApiResponseFilingAnswers

get_filing_by_id

View Intrinio API Documentation

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 as intrinio
from intrinio_sdk.rest import ApiException

intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)

id = 'fil_7Kn2P6'

response = intrinio.FilingApi().get_filing_by_id(id)
print(response)
    
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict)

Parameters

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

Return type

Filing

get_filing_fundamentals

View Intrinio API Documentation

ApiResponseFilingFundamentals get_filing_fundamentals(identifier, statement_code=statement_code, type=type, fiscal_year=fiscal_year, fiscal_period=fiscal_period, start_date=start_date, end_date=end_date, next_page=next_page)

All Fundamentals by Filing

Returns a list of fundamentals with unique fundamental IDs associated with a particular Intrinio Filing ID (if applicable) that have been updated or created as a result of a company`s latest SEC filing. Useful to ensure your database is up to date with the latest fundamentals.

Example

from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException

intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)

identifier = 'fil_B73xBG'
statement_code = ''
type = ''
fiscal_year = ''
fiscal_period = ''
start_date = ''
end_date = ''
next_page = ''

response = intrinio.FilingApi().get_filing_fundamentals(identifier, statement_code=statement_code, type=type, fiscal_year=fiscal_year, fiscal_period=fiscal_period, start_date=start_date, end_date=end_date, next_page=next_page)
print(response)
    
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict)

Parameters

Name Type Description Notes
identifier str A Filing identifier  
statement_code str Filters fundamentals by statement code [optional]  
type str Filters fundamentals by type [optional]  
fiscal_year int Filters fundamentals by fiscal year [optional]  
fiscal_period str Filters fundamentals by fiscal period [optional]  
start_date date Returns fundamentals on or after the given date [optional]  
end_date date Returns fundamentals on or before the given date [optional]  
next_page str Gets the next page of data from a previous API call [optional]  

Return type

ApiResponseFilingFundamentals

get_filing_html

View Intrinio API Documentation

str get_filing_html(identifier)

Filing Html

Returns a SEC filing in HTML Format for a specified filing ID.

Example

from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException

intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)

identifier = 'fil_B73xBG'

response = intrinio.FilingApi().get_filing_html(identifier)
print(response)
    
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict)

Parameters

Name Type Description Notes
identifier str A Filing identifier  

Return type

str

get_filing_text

View Intrinio API Documentation

str get_filing_text(identifier)

Filing Text

Example

from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException

intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)

identifier = 'fil_B73xBG'

response = intrinio.FilingApi().get_filing_text(identifier)
print(response)
    
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict)

Parameters

Name Type Description Notes
identifier str A Filing identifier  

Return type

str

get_note

View Intrinio API Documentation

FilingNote get_note(identifier, content_format=content_format)

Filing Note by ID

Returns the XBRL filing note contents in HTML or text format for a specified Intrinio XBRL filing note ID.

Example

from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException

intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)

identifier = 'xbn_ydK3QL'
content_format = 'text'

response = intrinio.FilingApi().get_note(identifier, content_format=content_format)
print(response)
    
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict)

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

get_note_html

View Intrinio API Documentation

str get_note_html(identifier)

Filing Note HTML

Example

from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException

intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)

identifier = 'xbn_ydK3QL'

response = intrinio.FilingApi().get_note_html(identifier)
print(response)
    
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict)

Parameters

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

Return type

str

get_note_text

View Intrinio API Documentation

str get_note_text(identifier)

Filing Note Text

Example

from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException

intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)

identifier = 'xbn_ydK3QL'

response = intrinio.FilingApi().get_note_text(identifier)
print(response)
    
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict)

Parameters

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

Return type

str

search_notes

View Intrinio API Documentation

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

Search Filing Notes

Search the XBRL note database and return a list of XBRL note sections containing text from the text query parameter passed through.

Example

from __future__ import print_function
import time
import intrinio_sdk as intrinio
from intrinio_sdk.rest import ApiException

intrinio.ApiClient().set_api_key('YOUR_API_KEY')
intrinio.ApiClient().allow_retries(True)

query = 'inflation'
filing_start_date = '2018-07-15'
filing_end_date = '2018-11-30'
page_size = 100

response = intrinio.FilingApi().search_notes(query, filing_start_date=filing_start_date, filing_end_date=filing_end_date, page_size=page_size)
print(response)
    
# Note: For a Pandas DataFrame, import Pandas and use pd.DataFrame(response.property_name_dict)

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 int The number of results to return [optional] [default to 100]  

Return type

ApiResponseFilingNotesSearch