Core Financials

Core Financials

Overview

Core Financials provides financial data from income statements, balance sheets and cash flow statements and a large set of pre-calculated ratios, generated daily. Coverage includes both SEC filers and exclusive access to OTC listed filers.  This dataset is specifically designed to allow for easy modeling and comparability across companies, while still providing the depth of detail needed for a thorough analysis. Financial data is extracted from 8-K, 10-K, 10-Q, 20-F, S-1 and other SEC and OTC filings and, after being processed by a rules-based programming engine. This process ensures a consistent set of key data elements and ratios that are comparable across all industries and sectors.

Core Financials’ four resources base duration on the following timeframes: annual, quarterly, trailing twelve months (TTM),and year to date (YTD).

Parameter Name Filter Name Resource Description
entityids entityid
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Retrieve financial information using single entityid or list of entity ids, separated by comma, for specified fields or concept groups. If none of these are specified, then the default concept group is used.
primarysymbols primarysymbol
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Retrieve financial information using single primarysymbol or list of primary symbols, separated by comma, for specified fields or concept groups. If none of these are specified, then the default concept group is used.
primaryexchanges primaryexchange
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Retrieve financial information using single primary exchange or list of primary exchanges, separated by comma, for specified fields or concept groups. If none of these are specified, then the default concept group is used.
marketoperators marketoperator
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Retrieve the primary exchange on which a security is traded. Parameter might be specified as comma separated list of values.
markettiers markettier
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Retrieve the tier within the market, which may indicate market-specific listing criteria. Parameter might be specified as comma separated list of values.
Filter
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Retrieve financial information using a filter that uses an expression to define the result.  For example: get the company financial information whose total revenue is greater than 10M. filter=totalrevenue gt 10000000.  Filter can be applied to any fields to which the user’s key is entitled.
numperiods numperiod
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Numperiod defines the time period for which the financial information is retrieved for specified fields or concept groups.  If none of these are specified, then the default concept group is used. For example: to retrieve 3 years of history, specify numperiods=3&duration=ANN, for 3 years of quarterly data specify numperiods=12&duration=QTR.
periodenddate periodenddate
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Retrieve financial information for specified fields or concept groups based on the financial year end. If none of these are specified, then the default concept group is used. For example: to retrieve data for the period end date 7/1/2012, specify periodenddate=20120701.  Note that the date format should be year, month, day.
fiscalperiod
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Retrieve financial information for specified fields or concept groups based on fiscal year and the quarter defined by FYQ1,FYQ2…  If none of these are specified, then the default concept group is used. For example: to retrieve data between the fiscal periods of 2010 Q1 and 2012 Q4, specify fiscalperiod=2010q1~2012q4.  Note that the date format should be year followed by “q”.
fields
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Fields are used to aggregate or apply concept groups which are the grouping of the fields to formulate the financial statements.  Field can be used to add or suppress the fields in the response.
duration
corefinancials/ann Retrieve the financial information based on duration; available durations are ANN, QTY, TTM, YTD.
offset
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Offset is used with paging.  Offset defines which page number to serve based to total numbers of rows and limit.
limit
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Limit is used with paging.  Limit defines the number of rows to return in a single call.
sortby
corefinancials/ann
corefinancials/qtr
corefinancials/ttm
corefinancials/ytd
Sortby is a filter in the request to sort the data in ascending or descending order.

EntityId:

Annual

http://edgaronline.api.mashery.com/v2/corefinancials/ann?entityids=8528&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/corefinancials/qtr?entityids=8528&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/corefinancials/ttm?entityids=8528&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/corefinancials/ytd?entityids=8528&appkey={APPKEY}

 

PrimarySymbols:

Annual

http://edgaronline.api.mashery.com/v2/corefinancials/ann?primarysymbols=msft&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/corefinancials/qtr?primarysymbols=msft&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/corefinancials/ttm?primarysymbols=msft&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/corefinancials/ytd?primarysymbols=msft&appkey={APPKEY}

 

PrimaryExchanges:

Annual

http://edgaronline.api.mashery.com/v2/corefinancials/ann?primaryexchanges=Nasdaq Global Market&primarysymbols=msft&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/corefinancials/qtr?primaryexchanges=Nasdaq Global Market&primarysymbols=msft&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/corefinancials/ttm?primaryexchanges=Nasdaq Global Market&primarysymbols=msft&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/corefinancials/ytd?primaryexchanges=Nasdaq Global Market&primarysymbols=msft&appkey={APPKEY}

 

MarketOperators:

Annual

http://edgaronline.api.mashery.com/v2/corefinancials/ann?marketoperators=NASDAQ&primarysymbols=msft&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/corefinancials/qtr?marketoperators=NASDAQ&primarysymbols=msft&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/corefinancials/ttm?marketoperators=NASDAQ&primarysymbols=msft&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/corefinancials/ytd?marketoperators=NASDAQ&primarysymbols=msft&appkey={APPKEY}

 

MarketTiers:

Annual

http://edgaronline.api.mashery.com/v2/corefinancials/ann?markettiers=NASDAQ Global Market&primarysymbols=msft&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/corefinancials/qtr?markettiers=NASDAQ Global Market&primarysymbols=msft&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/corefinancials/ttm?markettiers=NASDAQ Global Market&primarysymbols=msft&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/corefinancials/ytd?markettiers=NASDAQ Global Market&primarysymbols=msft&appkey={APPKEY}

 

Numperiod:

2 years of annual data for given symbol – Default concept group

Annual

http://edgaronline.api.mashery.com/v2/corefinancials/ann?primarysymbols=MSFT&numperiods=2&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/corefinancials/qtr?primarysymbols=MSFT&numperiods=2&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/corefinancials/ttm?primarysymbols=MSFT&numperiods=2&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/corefinancials/ytd?primarysymbols=MSFT&numperiods=2&appkey={APPKEY}

 

PeriodEndDate:

Annual

http://edgaronline.api.mashery.com/v2/corefinancials/ann?primarysymbols=msft&periodenddate=20100101&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/corefinancials/qtr?primarysymbols=msft&periodenddate=20100101&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/corefinancials/ttm?primarysymbols=MSFT&periodenddate=20100101&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/corefinancials/ytd?primarysymbols=MSFT&periodenddate=20100101&appkey={APPKEY}

 

FiscalPeriod:

Annual

http://edgaronline.api.mashery.com/v2/corefinancials/ann?primarysymbols=msft&fiscalperiod=2011q1~2013q4&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/corefinancials/qtr?primarysymbols=msft&fiscalperiod=2011q1~2013q4&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/corefinancials/ttm?primarysymbols=msft&fiscalperiod=2011q1~2013q4&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/corefinancials/ytd?primarysymbols=msft&fiscalperiod=2011q1~2013q4&appkey={APPKEY}

 

ConceptGroups:

Annual

http://edgaronline.api.mashery.com/v2/corefinancials/ann?primarysymbols=msft&fields=BalanceSheetConsolidated&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/corefinancials/qtr?primarysymbols=msft&fields=BalanceSheetConsolidated&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/corefinancials/ttm?primarysymbols=msft&fields=BalanceSheetConsolidated&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/corefinancials/ytd?primarysymbols=msft&fields=BalanceSheetConsolidated&appkey={APPKEY}

Aggregation:

Annual

http://edgaronline.api.mashery.com/v2/corefinancials/ann?primarysymbols=MSFT&fields=primarysymbol,commonstock,totalassets&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/corefinancials/qtr?primarysymbols=MSFT&fields=primarysymbol,commonstock,totalassets&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/corefinancials/ttm?primarysymbols=MSFT&fields=primarysymbol,commonstock,totalassets&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/corefinancials/ytd?primarysymbols=msft&fields=primarysymbol,commonstock,totalassets&appkey={APPKEY}

Negation:

Annual

http://edgaronline.api.mashery.com/v2/corefinancials/ann?primarysymbols=xxxxx&fields=BalanceSheetConsolidated,!commonstock,!totalassets&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/corefinancials/qtr?primarysymbols=xxxxx&fields=BalanceSheetConsolidated,!commonstock,!totalassets&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/corefinancials/ttm?primarysymbols=xxxxx&fields=BalanceSheetConsolidated,!commonstock,!totalassets&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/corefinancials/ytd?primarysymbols=xxxxx&fields=BalanceSheetConsolidated,!commonstock,!totalassets&appkey={APPKEY}

 

SortBy:

Annual

http://edgaronline.api.mashery.com/v2/corefinancials/ann?primarysymbols=msft&sortby=periodenddate&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/corefinancials/qtr?primarysymbols=msft&sortby=periodenddate&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/corefinancials/ttm?primarysymbols=msft&sortby=periodenddate&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/corefinancials/ytd?primarysymbols=msft&sortby=periodenddate&appkey={APPKEY}

JSON RESPONSE:

{

 "result": {

   "totalrows": 4,

   "rows": [

     {

       "rownum": 1,

       "values": [

         {

           "field": "cik",

           "value": "0000789019"

         },

         {

           "field": "companyname",

           "value": "MICROSOFT CORP"

         },

         {

           "field": "entityid",

           "value": 8528

         },

         {

           "field": "primaryexchange",

           "value": "Nasdaq Global Market"

         },

         {

           "field": "primarysymbol",

           "value": "MSFT"

         },

         {

           "field": "siccode",

           "value": "7372"

         },

         {

           "field": "sicdescription",

           "value": "Prepackaged Software"

         },

         {

           "field": "usdconversionrate",

           "value": 1

         },

         {

           "field": "restated",

           "value": false

         },

         {

           "field": "receiveddate",

           "value": "7/31/2014"

         },

         {

           "field": "preliminary",

           "value": false

         },

         {

           "field": "periodlengthcode",

           "value": "m"

         },

         {

           "field": "periodlength",

           "value": 12

         },

         {

           "field": "periodenddate",

           "value": "6/30/2014"

         },

         {

           "field": "original",

           "value": true

         },

         {

           "field": "formtype",

           "value": "10-K"

         }

          ...

       ]

     }

   ]

 }

}