Returns XBRL-tagged financial fundamentals from public-company 10-K and 10-Q filings, sourced from SEC EDGAR's company-facts API

Returns XBRL-tagged financial fundamentals from public-company 10-K and 10-Q filings, sourced from SEC EDGAR's company-facts API. Each record is one observation of one concept at one period end. Use this when the user asks about: revenue, profit, margins, cash position, debt, shareholder equity, EPS, share count, operating vs. financing cash flow, or any line-item-level financial state of a public company. v1A scope: a curated 40-concept watchlist covering: - income_statement: Revenues / RevenueFromContractWithCustomer / CostOfRevenue / GrossProfit / OperatingExpenses / R&D / SG&A / OperatingIncomeLoss / InterestExpense / IncomeTaxExpenseBenefit / NetIncomeLoss - balance_sheet: Assets / AssetsCurrent / Cash / AccountsReceivable / Inventory / PP&E / Goodwill / Liabilities / LongTermDebt / StockholdersEquity / CommonStockSharesOutstanding - cash_flow: NetCash{Operating/Investing/Financing}Activities / PaymentsToAcquirePPE (capex) / PaymentsForRepurchaseOfCommonStock / PaymentsOfDividends / DepreciationDepletionAndAmortization - metrics: EarningsPerShareBasic/Diluted, weighted-avg share counts - entity: EntityCommonStockSharesOutstanding (dei taxonomy) Key cautions on the data: - The same concept can appear in multiple units (e.g., 'USD' and 'USD/shares' for EPS). Filter by unit if you need a specific shape. - Many concepts have BOTH year-to-date cumulative observations AND quarterly-period observations on 10-Q filings. The frame field (e.g., 'CY2025Q3') marks the per-quarter point-period observation; rows with empty frame are typically cumulative YTD. - Older filings may use deprecated concept names; KeyVex catalog includes both modern and legacy names where companies migrated (e.g., Revenues AND RevenueFromContractWithCustomerExcludingAssessedTax). Set latest_only=true to get one record per (ticker × concept) — the most-recent observation. Useful for 'current state' snapshots. Pure-publisher posture: values are AS FILED. We do NOT compute derived ratios (P/E, ROE, ROIC), YoY/QoQ deltas, or 'real' vs nominal versions. Agents calculate those on top.

get/v1/fundamentals

Request

  • Base URL: https://api.keyvex.com
  • URL: https://api.keyvex.com/v1/fundamentals
  • Auth: API key in header x-api-key

Query parameters

tickerstring

Stock symbol filter, e.g. 'AAPL'. Case-insensitive.

company_cikstring

SEC CIK number. Alternative to ticker.

conceptstring

Exact XBRL tag name (e.g., 'NetIncomeLoss', 'Revenues', 'Assets', 'CashAndCashEquivalentsAtCarryingValue'). Case-sensitive.

category'income_statement' | 'balance_sheet' | 'cash_flow' | 'metrics' | 'entity'

Bucket filter when you don't know the exact concept name.

fiscal_yearinteger

Filter to one fiscal year — the year the financials DESCRIBE (the company's own fiscal-year label, derived from the original filing), NOT the filing year. Handles non-December fiscal years: e.g. NVDA's year ending 2024-01-28 is fiscal_year 2024, Apple's ending 2024-09-28 is 2024. For point-in-time period filtering, period_end / since / until and frame are also available.

fiscal_period'Q1' | 'Q2' | 'Q3' | 'Q4' | 'FY'

Filter to one fiscal period.

form'10-K' | '10-Q' | '10-K/A' | '10-Q/A'

Filter to one filing form.

sincestring

ISO date YYYY-MM-DD. Applied to sort_by field.

untilstring

ISO date YYYY-MM-DD.

latest_onlyboolean

When true, return only the most-recent observation per (ticker × concept). Default false.

sort_by'period_end' | 'filed_date' | 'value'

Default period_end.

sort_order'desc' | 'asc'

Default desc.

limitinteger

Default 50, max 500.

Response

JSON envelope: { results: [...], count, has_more }.

Changes

No recorded changes to this operation across all 1 revision of this API.