If you're using the US Fundamentals & Stock Prices feed and looking for the best way to return standardized fundamentals for a specific period, you should use the Standardized Financials endpoint.

Using this endpoint, you are able to return all standardized fundamentals from a specific statement for a given company. There are two ways to do this: 

  1. Using the "Type" field combined with the "Sequence" field.
  2. Or by using the "Fiscal Year" field combined with the "Fiscal Period" field.

It is important to note that these two methods are mutually exclusive - you cannot use, for example, the "Type" field with the "Fiscal Period" field, you need use the correct two together otherwise, you will not pull the correct data.

METHOD #1: PULLING DATA FOR ANY PERIOD

If you are interested in bringing in the latest QTR, FY, or TTM fundamentals, without caring exactly which fiscal period the data is from, utilize the "Type" and "Sequence" fields. For example, to return the latest quarterly income statement data for AAPL, you could run the below, specifying QTR as the "Type" and 0 as the "sequence":

https://api.intrinio.com/financials/standardized?identifier=AAPL&statement=income_statement&type=QTR&sequence=0

Which would return the following data:

If you then wanted to return the data from the prior QTR, you could specify a sequence of 1, instead of 0, like so:

https://api.intrinio.com/financials/standardized?identifier=AAPL&statement=income_statement&type=QTR&sequence=1

Which would return the following data:

You could continue doing that to return a time series of QTR fundamental data.

METHOD #2: PULLING DATA FOR A SPECIFIC PERIOD

If you are instead interested in bringing in fundamental data from a specific period, use the "Fiscal Year" and Fiscal Period" fields. For example, to return the quarterly income statement for AAPL from Q1 2010, run the below specifying 2010 as the "Fiscal Year" and Q1 as the "Fiscal Period":

https://api.intrinio.com/financials/standardized?identifier=AAPL&statement=income_statement&fiscal_year=2010&fiscal_period=Q1

Which would return the following data:

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