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ssnyder-intrinio committed Jul 19, 2024
1 parent 235e3b5 commit e7cb707
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2 changes: 1 addition & 1 deletion docs/Company.md
Original file line number Diff line number Diff line change
Expand Up @@ -41,7 +41,7 @@ Name | Type | Description
**industry_category** | **Character** | The company's operating industry category  
**industry_group** | **Character** | The company's operating industry group  
**template** | **Character** | The financial statement template used by Intrinio to standardize the as reported data  
**standardized_active** | [**Logical**](Logical.md) | If true, the company has standardized and as reported fundamental data via the Intrinio API; if false, the company has as-reported data only  
**standardized_active** | [**Logical**](Logical.md) | If TRUE, the company has standardized and as reported fundamental data via the Intrinio API; if FALSE, the company has as-reported data only  
**first_fundamental_date** | [**Date**](Date.md) | The period end date of the company's first reported fundamental  
**last_fundamental_date** | [**Date**](Date.md) | The period end date of the company's last reported fundamental  
**first_stock_price_date** | [**Date**](Date.md) | The date of the company's first stock price, based on the company's primary security, which is typically traded on US exchages  
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174 changes: 87 additions & 87 deletions docs/CompanyApi.md
Original file line number Diff line number Diff line change
Expand Up @@ -80,17 +80,17 @@ CompanyApi <- IntrinioSDK::CompanyApi$new(client)

# Optional params
opts <- list(
latest_filing_date = as.Date("\"~null\""),
sic = "~null",
template = "\"~null\"",
sector = "~null",
industry_category = "~null",
industry_group = "~null",
has_fundamentals = true,
has_stock_prices = true,
thea_enabled = "~null",
latest_filing_date = NULL,
sic = NULL,
template = NULL,
sector = NULL,
industry_category = NULL,
industry_group = NULL,
has_fundamentals = TRUE,
has_stock_prices = TRUE,
thea_enabled = NULL,
page_size = 100,
next_page = "~null"
next_page = NULL
)

response <- CompanyApi$get_all_companies(opts)
Expand All @@ -116,8 +116,8 @@ Name | Type | Description | Notes
**sector** | Character| Return companies in the given industry sector | [optional] &nbsp;
**industry_category** | Character| Return companies in the given industry category | [optional] &nbsp;
**industry_group** | Character| Return companies in the given industry group | [optional] &nbsp;
**has_fundamentals** | Logical| Return only companies that have fundamentals when true | [optional] &nbsp;
**has_stock_prices** | Logical| Return only companies that have stock prices when true | [optional] &nbsp;
**has_fundamentals** | Logical| Return only companies that have fundamentals when TRUE | [optional] &nbsp;
**has_stock_prices** | Logical| Return only companies that have stock prices when TRUE | [optional] &nbsp;
**thea_enabled** | Logical| Return companies whose have been read by our Thea NLP and are ready for our company answers endpoint | [optional] &nbsp;
**page_size** | Integer| The number of results to return | [optional] [default to 100] &nbsp;
**next_page** | Character| Gets the next page of data from a previous API call | [optional] &nbsp;
Expand Down Expand Up @@ -185,8 +185,8 @@ CompanyApi <- IntrinioSDK::CompanyApi$new(client)
opts <- list(
on_date = as.Date("2013-10-20"),
page_size = 100,
next_page = "~null",
next_page2 = "~null"
next_page = NULL,
next_page2 = NULL
)

response <- CompanyApi$get_all_companies_daily_metrics(opts)
Expand Down Expand Up @@ -272,21 +272,21 @@ CompanyApi <- IntrinioSDK::CompanyApi$new(client)

# Optional params
opts <- list(
specific_source = "\"~null\"",
specific_source = NULL,
page_size = 100,
sentiment = "\"~null\"",
topic = "~null",
sentiment = NULL,
topic = NULL,
company = "AAPL",
security = "AAPL",
start_date = as.Date("\"~null\""),
end_date = as.Date("\"~null\""),
language = "~null",
word_count_greater_than = "~null",
word_count_less_than = "~null",
is_spam = "~null",
business_relevance_greater_than = "~null",
business_relevance_less_than = "~null",
next_page = "~null"
start_date = NULL,
end_date = NULL,
language = NULL,
word_count_greater_than = NULL,
word_count_less_than = NULL,
is_spam = NULL,
business_relevance_greater_than = NULL,
business_relevance_less_than = NULL,
next_page = NULL
)

response <- CompanyApi$get_all_company_news(opts)
Expand Down Expand Up @@ -552,8 +552,8 @@ identifier <- "AAPL"
opts <- list(
on_date = as.Date("2013-10-20"),
page_size = 100,
next_page = "~null",
next_page2 = "~null"
next_page = NULL,
next_page2 = NULL
)

response <- CompanyApi$get_company_daily_metrics(identifier, opts)
Expand Down Expand Up @@ -809,12 +809,12 @@ identifier <- "AAPL"

# Optional params
opts <- list(
report_type = "~null",
start_date = as.Date("\"2015-01-01\""),
end_date = as.Date("\"~null\""),
thea_enabled = "~null",
report_type = NULL,
start_date = as.Date("2015-01-01"),
end_date = NULL,
thea_enabled = NULL,
page_size = 100,
next_page = "~null"
next_page = NULL
)

response <- CompanyApi$get_company_filings(identifier, opts)
Expand Down Expand Up @@ -906,18 +906,18 @@ identifier <- "AAPL"

# Optional params
opts <- list(
filed_after = as.Date("\"~null\""),
filed_before = as.Date("\"~null\""),
reported_only = false,
fiscal_year = "~null",
statement_code = "\"~null\"",
type = "\"~null\"",
start_date = as.Date("\"~null\""),
end_date = as.Date("\"~null\""),
updated_after = as.Date("\"2022-12-01\""),
updated_before = as.Date("\"2022-12-01\""),
filed_after = NULL,
filed_before = NULL,
reported_only = FALSE,
fiscal_year = NULL,
statement_code = NULL,
type = NULL,
start_date = NULL,
end_date = NULL,
updated_after = as.Date("2022-12-01"),
updated_before = as.Date("2022-12-01"),
page_size = 100,
next_page = "~null"
next_page = NULL
)

response <- CompanyApi$get_company_fundamentals(identifier, opts)
Expand Down Expand Up @@ -1017,12 +1017,12 @@ tag <- "marketcap"
# Optional params
opts <- list(
frequency = "daily",
type = "\"~null\"",
start_date = as.Date("\"2018-01-01\""),
end_date = as.Date("\"~null\""),
type = NULL,
start_date = as.Date("2018-01-01"),
end_date = NULL,
sort_order = "desc",
page_size = 100,
next_page = "~null"
next_page = NULL
)

response <- CompanyApi$get_company_historical_data(identifier, tag, opts)
Expand Down Expand Up @@ -1114,13 +1114,13 @@ CompanyApi <- IntrinioSDK::CompanyApi$new(client)
# Optional params
opts <- list(
ticker = "UBER",
status = "\"~null\"",
start_date = as.Date("\"~null\""),
end_date = as.Date("\"~null\""),
offer_amount_greater_than = "~null",
offer_amount_less_than = "~null",
status = NULL,
start_date = NULL,
end_date = NULL,
offer_amount_greater_than = NULL,
offer_amount_less_than = NULL,
page_size = 100,
next_page = "~null"
next_page = NULL
)

response <- CompanyApi$get_company_ipos(opts)
Expand Down Expand Up @@ -1213,20 +1213,20 @@ identifier <- "AAPL"

# Optional params
opts <- list(
specific_source = "\"~null\"",
specific_source = NULL,
page_size = 100,
sentiment = "\"~null\"",
topic = "~null",
sentiment = NULL,
topic = NULL,
security = "AAPL",
start_date = as.Date("\"~null\""),
end_date = as.Date("\"~null\""),
language = "~null",
word_count_greater_than = "~null",
word_count_less_than = "~null",
is_spam = "~null",
business_relevance_greater_than = "~null",
business_relevance_less_than = "~null",
next_page = "~null"
start_date = NULL,
end_date = NULL,
language = NULL,
word_count_greater_than = NULL,
word_count_less_than = NULL,
is_spam = NULL,
business_relevance_greater_than = NULL,
business_relevance_less_than = NULL,
next_page = NULL
)

response <- CompanyApi$get_company_news(identifier, opts)
Expand Down Expand Up @@ -1323,12 +1323,12 @@ CompanyApi <- IntrinioSDK::CompanyApi$new(client)

# Required params
news_story_id <- "new_aBcDef"
publication_date <- as.POSIXlt("\"~null\"", tz="UTC")
publication_date <- as.POSIXlt(NULL, tz="UTC")

# Optional params
opts <- list(
specific_source = "\"~null\"",
next_page = "~null"
specific_source = NULL,
next_page = NULL
)

response <- CompanyApi$get_company_news_body(news_story_id, publication_date, opts)
Expand Down Expand Up @@ -1417,10 +1417,10 @@ identifier <- "AAPL"

# Optional params
opts <- list(
float_date_greater_than = as.Date("\"~null\""),
float_date_less_than = as.Date("\"~null\""),
next_page = "~null",
next_page2 = "~null"
float_date_greater_than = NULL,
float_date_less_than = NULL,
next_page = NULL,
next_page2 = NULL
)

response <- CompanyApi$get_company_public_float(identifier, opts)
Expand Down Expand Up @@ -1510,7 +1510,7 @@ identifier <- "AAPL"

# Optional params
opts <- list(
next_page = "~null"
next_page = NULL
)

response <- CompanyApi$get_company_securities(identifier, opts)
Expand Down Expand Up @@ -1597,13 +1597,13 @@ identifier <- "AAPL"

# Optional params
opts <- list(
start_date = as.Date("\"2018-01-01\""),
end_date = as.Date("\"2019-01-01\""),
start_date = as.Date("2018-01-01"),
end_date = as.Date("2019-01-01"),
ownership_type = "D",
next_page = "~null",
next_page = NULL,
page_size = 1000,
sort_by = "\"updated_on\"",
next_page2 = "~null"
sort_by = "updated_on",
next_page2 = NULL
)

response <- CompanyApi$insider_transaction_filings_by_company(identifier, opts)
Expand Down Expand Up @@ -1696,7 +1696,7 @@ identifier <- "AAPL"

# Optional params
opts <- list(
next_page = "~null"
next_page = NULL
)

response <- CompanyApi$latest_insider_transaction_filing_by_company(identifier, opts)
Expand Down Expand Up @@ -1780,8 +1780,8 @@ CompanyApi <- IntrinioSDK::CompanyApi$new(client)

# Required params
identifier <- "AAPL"
statement_code <- "\"income_statement\""
fiscal_period <- "\"FY\""
statement_code <- "income_statement"
fiscal_period <- "FY"
fiscal_year <- 2017

response <- CompanyApi$lookup_company_fundamental(identifier, statement_code, fiscal_period, fiscal_year)
Expand Down Expand Up @@ -1951,8 +1951,8 @@ query <- "Apple"

# Optional params
opts <- list(
active = true,
mode = "\"~null\"",
active = TRUE,
mode = NULL,
page_size = 100
)

Expand All @@ -1974,7 +1974,7 @@ print(response$content)
Name | Type | Description | Notes
------------- | ------------- | ------------- | -------------
**query** | Character| Search parameters | &nbsp;
**active** | Logical| When true, return companies that are actively traded (having stock prices within the past 14 days). When false, return companies that are not actively traded or never have been traded. Not setting this value returns all. Not used when mode is set. | [optional] &nbsp;
**active** | Logical| When TRUE, return companies that are actively traded (having stock prices within the past 14 days). When FALSE, return companies that are not actively traded or never have been traded. Not setting this value returns all. Not used when mode is set. | [optional] &nbsp;
**mode** | Character| When set, changes search mode to the specified mode. | [optional] &nbsp;
**page_size** | Integer| The number of results to return | [optional] [default to 100] &nbsp;
<br/>
Expand Down Expand Up @@ -2042,8 +2042,8 @@ identifier <- "AAPL"

# Optional params
opts <- list(
end_date_greater_than = as.Date("\"~null\""),
end_date_less_than = as.Date("\"~null\"")
end_date_greater_than = NULL,
end_date_less_than = NULL
)

response <- CompanyApi$shares_outstanding_by_company(identifier, opts)
Expand Down
10 changes: 5 additions & 5 deletions docs/DataTagApi.md
Original file line number Diff line number Diff line change
Expand Up @@ -61,13 +61,13 @@ DataTagApi <- IntrinioSDK::DataTagApi$new(client)

# Optional params
opts <- list(
tag = "~null",
type = "~null",
parent = "~null",
statement_code = "\"income_statement\"",
tag = NULL,
type = NULL,
parent = NULL,
statement_code = "income_statement",
fs_template = "industrial",
page_size = 100,
next_page = "~null"
next_page = NULL
)

response <- DataTagApi$get_all_data_tags(opts)
Expand Down
10 changes: 5 additions & 5 deletions docs/ESGApi.md
Original file line number Diff line number Diff line change
Expand Up @@ -66,7 +66,7 @@ opts <- list(
industry = "Retail",
ticker = "SHOP",
page_size = 100,
next_page = "~null"
next_page = NULL
)

response <- ESGApi$get_esg_companies(opts)
Expand Down Expand Up @@ -156,7 +156,7 @@ identifier <- "AAPL"
# Optional params
opts <- list(
page_size = 100,
next_page = "~null"
next_page = NULL
)

response <- ESGApi$get_esg_company_comprehensive_ratings(identifier, opts)
Expand Down Expand Up @@ -244,7 +244,7 @@ identifier <- "AAPL"
# Optional params
opts <- list(
page_size = 100,
next_page = "~null"
next_page = NULL
)

response <- ESGApi$get_esg_company_ratings(identifier, opts)
Expand Down Expand Up @@ -330,7 +330,7 @@ ESGApi <- IntrinioSDK::ESGApi$new(client)
opts <- list(
country = "USA",
page_size = 100,
next_page = "~null"
next_page = NULL
)

response <- ESGApi$get_esg_latest(opts)
Expand Down Expand Up @@ -416,7 +416,7 @@ ESGApi <- IntrinioSDK::ESGApi$new(client)
opts <- list(
country = "USA",
page_size = 100,
next_page = "~null"
next_page = NULL
)

response <- ESGApi$get_esg_latest_comprehensive(opts)
Expand Down
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