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FundamentalsApi.md

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intrinio_sdk.FundamentalsApi

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

Method HTTP request Description
filter_fundamental GET /fundamentals Filter Fundamental
get_fundamental_by_id GET /fundamentals/{id} Fundamental by ID
get_fundamental_reported_financials GET /fundamentals/{id}/reported_financials Reported Financials
get_fundamental_standardized_financials GET /fundamentals/{id}/standardized_financials Standardized Financials
get_fundamental_standardized_financials_dimensions GET /fundamentals/{id}/standardized_financials/dimensions/{tag} Standardized Financials Dimensions
lookup_fundamental GET /fundamentals/lookup/{identifier}/{statement_code}/{fiscal_year}/{fiscal_period} Lookup Fundamental

filter_fundamental

View Intrinio API Documentation

Fundamental filter_fundamental(filed_after=filed_after, filed_before=filed_before, reported_only=reported_only, fiscal_year=fiscal_year, statement_code=statement_code, type=type, fiscal_period=fiscal_period, start_date=start_date, end_date=end_date, updated_after=updated_after, updated_before=updated_before, template=template, next_page=next_page)

Filter Fundamental

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

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)

filed_after = '2022-01-01'
filed_before = '2022-12-01'
reported_only = False
fiscal_year = 2017
statement_code = ''
type = 'False'
fiscal_period = 'FY'
start_date = '2022-01-01'
end_date = '2022-12-01'
updated_after = '2022-12-01'
updated_before = '2022-12-01'
template = 'indu'
next_page = ''

response = intrinio.FundamentalsApi().filter_fundamental(filed_after=filed_after, filed_before=filed_before, reported_only=reported_only, fiscal_year=fiscal_year, statement_code=statement_code, type=type, fiscal_period=fiscal_period, start_date=start_date, end_date=end_date, updated_after=updated_after, updated_before=updated_before, template=template, 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
filed_after date Only include fundamentals that were filed on or after this date. [optional]  
filed_before date Only include fundamentals that were filed on or before this date. [optional]  
reported_only bool Only as-reported fundamentals [optional]  
fiscal_year int Only for the given fiscal year [optional]  
statement_code str Only of the given statement code [optional]  
type str Only of the given type [optional]  
fiscal_period str The fiscal period [optional]  
start_date date Only include fundamentals where covered period is on or after this date. [optional]  
end_date date Only include fundamentals where covered period is on or before this date. [optional]  
updated_after date Only include fundamentals where it was updated after this date. [optional]  
updated_before date Only include fundamentals where it was updated before this date. [optional]  
template str The financial statement template used by Intrinio to standardize the as reported data [optional]  
next_page str Gets the next page of data from a previous API call [optional]  

Return type

Fundamental

get_fundamental_by_id

View Intrinio API Documentation

Fundamental get_fundamental_by_id(id)

Fundamental by ID

Returns a specific fundamental associated with a particular unique fundamental ID. Useful for pulling reference data for a specific fundamental.

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 = 'fun_ge9LlE'

response = intrinio.FundamentalsApi().get_fundamental_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 for the Fundamental  

Return type

Fundamental

get_fundamental_reported_financials

View Intrinio API Documentation

ApiResponseReportedFinancials get_fundamental_reported_financials(id)

Reported Financials

Returns as-reported financial statement data for income statement, balance sheet, and cash flow statement. Data for income statement and cash flow statement is available on a FY, QTR (Q1, Q2, Q3, Q4), TTM (Q1TTM, Q2TTM, Q3TTM), and YTD (Q2YTD, Q3YTD) basis. Data for the balance sheet is available on a FY or QTR (Q1, Q2, Q3, Q4) basis only due its point-in-time nature.

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 = 'AAPL-income_statement-2018-Q1'

response = intrinio.FundamentalsApi().get_fundamental_reported_financials(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 or lookup code (ticker-statement-year-period) for the Fundamental  

Return type

ApiResponseReportedFinancials

get_fundamental_standardized_financials

View Intrinio API Documentation

ApiResponseStandardizedFinancials get_fundamental_standardized_financials(id)

Standardized Financials

Returns standardized financial statement data for income statement, balance sheet, cash flow statement and over 100 associated calculations for a given company. Data for income statement, cash flow statement, and calculations is available on a FY, QTR (Q1, Q2, Q3, Q4), TTM (Q1TTM, Q2TTM, Q3TTM), and YTD (Q2YTD, Q3YTD) basis. Data for the balance sheet is available on a FY or QTR (Q1, Q2, Q3, Q4) basis only due its point-in-time nature.

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 = 'AAPL-income_statement-2018-Q1'

response = intrinio.FundamentalsApi().get_fundamental_standardized_financials(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 or lookup code (ticker-statement-year-period) for the Fundamental  

Return type

ApiResponseStandardizedFinancials

get_fundamental_standardized_financials_dimensions

View Intrinio API Documentation

ApiResponseStandardizedFinancialsDimensions get_fundamental_standardized_financials_dimensions(id, tag)

Standardized Financials Dimensions

Returns as reported dimensionality of a data tag

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 = 'AAPL-income_statement-2020-FY'
tag = 'ceo'

response = intrinio.FundamentalsApi().get_fundamental_standardized_financials_dimensions(id, tag)
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 or lookup code (ticker-statement-year-period) for the Fundamental  
tag str An Intrinio data tag ID or code (<a href='https://data.intrinio.com/data-tags&#39;&gt;reference&lt;/a>)  

Return type

ApiResponseStandardizedFinancialsDimensions

lookup_fundamental

View Intrinio API Documentation

Fundamental lookup_fundamental(identifier, statement_code, fiscal_year, fiscal_period)

Lookup Fundamental

Returns a specific fundamental with unique fundamental ID associated with a particular company, year, period and statement. Useful for pulling the unique fundamental ID and reference data for a specific fundamental.

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 = 'AAPL'
statement_code = 'income_statement'
fiscal_year = 2017
fiscal_period = 'FY'

response = intrinio.FundamentalsApi().lookup_fundamental(identifier, statement_code, fiscal_year, fiscal_period)
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 Company identifier (Ticker, CIK, LEI, Intrinio ID)  
statement_code str The statement code  
fiscal_year int The fiscal year  
fiscal_period str The fiscal period  

Return type

Fundamental