If you're using the US Fundamentals & Stock Prices feed and looking for the best way to return standardized data from a company's financial statements, you should use the Standardized Financials endpoint.

Using this endpoint, you are able to return all standardized financials from a specific statement for a given company.

PULLING DATA FOR A SPECIFIC FINANCIAL STATEMENT

For example, to return the 2018 Q1 income statement data for AAPL, you would use this API endpoint:

https://api-v2.intrinio.com/fundamentals/AAPL-income_statement-2018-Q1/standardized_financials

Which would return the following data:

{
    "standardized_financials": [
        {
            "data_tag": {
                "id": "tag_NX6GzO",
                "name": "Operating Revenue",
                "tag": "operatingrevenue",
                "parent": "totalrevenue",
                "sequence": 1,
                "factor": "+",
                "balance": "credit",
                "unit": "usd"
            },
            "value": 88293000000
        },
        {
            "data_tag": {
                "id": "tag_0XLDXx",
                "name": "Total Revenue",
                "tag": "totalrevenue",
                "parent": "totalgrossprofit",
                "sequence": 3,
                "factor": "+",
                "balance": "credit",
                "unit": "usd"
            },
            "value": 88293000000
        },
        ...
    ],
    "fundamental": {
        "id": "fun_XLN5Bq",
        "statement_code": "income_statement",
        "fiscal_year": 2018,
        "fiscal_period": "Q1",
        "type": "restated",
        "start_date": "2017-10-01",
        "end_date": "2017-12-30",
        "filing_date": "2019-01-30T16:31:37.000Z"
    }
}

WHICH FINANCIAL STATEMENTS ARE AVAILABLE?

This begs the question, which statements are available, and how do I get them via API?

To get financial statements via API, use our Fundamentals by Company endpoint. For example, to get all financial statements for AAPL in fiscal year 2019, use the following:

https://api-v2.intrinio.com/companies/AAPL/fundamentals?fiscal_year=2019

Which returns:

{
    "fundamentals": [
        {
            "id": "fun_gkQ2Y0",
            "statement_code": "calculations",
            "fiscal_year": 2019,
            "fiscal_period": "Q2TTM",
            "type": null,
            "start_date": "2018-04-01",
            "end_date": "2019-03-30",
            "filing_date": null
        },
        {
            "id": "fun_gxQE3k",
            "statement_code": "calculations",
            "fiscal_year": 2019,
            "fiscal_period": "Q2",
            "type": null,
            "start_date": "2018-12-30",
            "end_date": "2019-03-30",
            "filing_date": null
        },
        ...
    ],
    "company": {
        "id": "com_NX6GzO",
        "ticker": "AAPL",
        "name": "Apple Inc",
        "lei": "HWUPKR0MPOU8FGXBT394",
        "cik": "0000320193"
    },
    "next_page": null
}
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