Fund Letters

Get fund-letter theses for a company

Returns everything professional investors' letters say about one company: the resolved company block, coverage stats, and every published thesis (newest reporting period first) — each with its stance, conviction, position sizing, thesis/risk/catalyst/valuation summaries, a representative source quote, and a reference to the investor, fund and letter it came from.

Accepts every standard company identifier (companyKey, ticker + exchange/micCode, CUSIP, ISIN, FIGI, CIK, or the Fiscal.ai company identifier). Returns 404 for companies without fund-letter coverage — /v1/fund-letters/companies lists the covered universe.

get/v1/company/fund-letters

Request

  • Base URL
    https://api.fiscal.ai (the document declares no server; this is the origin it was published from)
  • URL
    https://api.fiscal.ai/v1/company/fund-letters
  • Auth
    API key in query parameter apiKey

Query parameters

apiKeystring

API Key (alternatively send via X-Api-Key header)

tickerstring

Company ticker, use with mic or alone for US tickers

Example:MSFT
micCodestring

Company MIC, use with ticker

Example:XNAS
exchangestring

Company exchange code, use with ticker

Example:NASDAQ
companyKeystring

Company key (alternative to ticker/micCode/exchange)

Example:NASDAQ_MSFT
cusipstring

Requires CUSIP/ISIN license. An alternative to ticker/micCode/exchange. Company CUSIP

Example:594918104
isinstring

Requires CUSIP/ISIN license. An alternative to ticker/micCode/exchange. Company ISIN

Example:US5949181045
figistring

FIGI (Financial Instrument Global Identifier). An alternative to ticker/micCode/exchange.

Example:BBG000BPH459
cikstring

Company CIK (SEC Central Index Key). An alternative to ticker/micCode/exchange.

Example:789019
fsclstring

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

Example:FSCLC6CGT4DXS597

Response

The company's fund-letter thesis feed.

Example response

{
  "company": {
    "companyFiscalIdentifier": "FSCLC5CMZ4BQN997",
    "companyKey": "NYSE_CRM",
    "displayNameEnglish": "Salesforce, Inc.",
    "sector": "Information Technology",
    "industryGroup": "Software & Services",
    "industry": "Software",
    "subIndustry": "Application Software",
    "headquartersCountryCode": "US",
    "headquartersCountryName": "United States",
    "marketCapUsd": 202597910000,
    "primaryListing": {
      "ticker": "CRM",
      "exchangeCode": "NYSE",
      "exchangeName": "New York Stock Exchange",
      "operatingMic": "XNYS"
    }
  },
  "stats": {
    "letterCount": 42,
    "investorCount": 18,
    "fundCount": 25,
    "firstPeriod": "2020Q1",
    "latestPeriod": "2026Q1"
  },
  "theses": [
    {
      "materialityBasis": [
        "substantive_thesis"
      ],
      "relationship": "long",
      "stance": "bullish",
      "conviction": "high",
      "positionSizePercent": 2.5,
      "positionSizeBasis": "net",
      "positionSizeDescription": "top-five position",
      "timeHorizon": "long_term",
      "thesisSummary": "Despite market fears over AI disruption causing a stock decline, Salesforce maintains strong quarterly results, improving margins, and is executing massive share repurchases, positioning it to emerge stronger.",
      "sourceQuote": "We believe these capital allocation actions position Salesforce to emerge stronger from today’s AI-related stock price drawdown.",
      "investor": {
        "investorId": "fscl_investor_4SZX6KKJ822",
        "investorName": "Harris Associates / Oakmark"
      },
      "fund": {
        "fundId": "fscl_fund_9YFY9ZQK323",
        "fundName": "Oakmark Fund"
      },
      "letter": {
        "letterId": "fscl_document_9GDB7GDZ834",
        "title": "Oakmark Fund Quarterly Commentary - March 31, 2026",
        "reportPeriod": "2026Q1",
        "reportPeriodYear": 2026,
        "reportPeriodQuarter": 1
      }
    }
  ]
}

Changes

No recorded changes to this operation across all 24 revisions of this API.