Retrieve Company Financials

Experimental endpoint — the response schema may change without an API version bump.

Returns standardized financial KPIs for a company as a structured document: a company envelope containing periods, each holding its Income Statement, Balance Sheet and Cash Flow statements, each holding line_items.

When several filings report the same period, the candidates are ranked and one statement is selected. A filing the company reports its own financials in beats one it does not, such as an employee benefit plan's Form 11-K or a filing notice. A statement in the currency the company reports in beats an off-currency one, which is usually a subsidiary's filing that resolved to the parent. A complete statement beats a fragment, such as the single restated line in an amendment. Only then does the most recently published filing win. A selected statement denominated in a currency other than the company's carries currency_mismatch: true.

Currency is as presented, and is never converted. currency is the currency the statement is denominated in as the filer presented it - the presentation currency, not the functional currency, which we do not capture. No figure in this payload is ever translated into another currency at any rate, and value being in absolute units makes values comparable across scales, not across currencies. A company that re-presents in a new currency therefore produces a series whose units change partway through, with no restatement of the earlier years: compare currency.code across periods before aggregating or charting. A line item may carry its own currency differing from the statement's - that is a dual-currency filing, not an error.

Each statement carries source_filing: the filing the figures were read from, with document_url and viewer_url pointing at our hosted copy of that document. This is returned to every account. The publishing authority's identity and its own direct URL remain masked unless the account has source unmasking enabled. The full sources array — every contributing filing, including candidates that selection rejected — is returned only with source unmasking (sources_masked reports which applies). as_of=YYYY-MM-DD restricts selection to filings released on or before that date; it does not reproduce the values served on that date, because figures are corrected in place. Each line item's updated_at says when its value was last written. as_known_at returns each value as we held it at a past time (recorded since 2026-10-19T17:05:18Z), selected under today's rules, and include=revisions lists each value's recorded changes.

Use the depth and parent_code fields on each line item to render the Capital IQ-style statement hierarchy.

value and raw_value are exact decimal strings, not numbers - parse them with a decimal type. raw_value and scale come back null when the figure was computed rather than read off the page. source_page is reserved and is currently null on every line item; provenance is filing-level. confidence is non-null only where the KPI verifier independently re-derived the figure and agreed - null means unjudged, not low-confidence.

Scope - this is not the bulk dataset. This endpoint serves one selected statement per (fiscal year, period, statement type). The comparative statements themselves, restatements, the validation_n_hard/validation_n_soft quality flags, derivation_method and stable row ids are available only in the S3 line_items/ parquet delivery, not here at any plan level. The is_comparative flag on each statement does tell you whether the selected figures were read from a later report's prior-year column.

Cost: 40 credits per request, flat - independent of how many periods or line items are returned, and not reduced by filtering. Pay-as-you-go accounts read the full history by default. If an account has been limited to a rolling window on filing release date, the response carries a history_window object; read the effective limit from history_window.max_history_days. The deep back-catalogue is not reachable through such a window.

Access Level Required: Requires Financial KPIs (Level 3).