Full Financials

Full Financials

Overview

Full Financials provides a standardized view of financial data from income statements, balance sheets and cash flow statements and a large set of pre-calculated ratios. Coverage includes approximately 1,500 data points for 12,000+ companies representing both SEC filers and exclusive access to OTC listed filers. 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 and reflects the taxonomy specific data point for large industry groups; taxonomies include consumer and industrials, oil and gas, banks, brokerage, insurance and real estate.

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

Parameter Name Field Name Resource Description
entityids entityid
financials/ann
financials/qtr
financials/ttm
financials/ytd
Retrieve financial information using single entity id or list of entity ids, separated by comma, for specified fields.
primarysymbols primarysymbol
financials/ann
financials/qtr
financials/ttm
financials/ytd
Retrieve financial information using valid single primary symbol or list of valid primary symbols, separated by comma, for specified fields.
companynames companyname
financials/ann
financials/qtr
financials/ttm
financials/ytd
Search financial information based on company name or list of company names, separated by comma. Also asterisk might be used. Examples: Microsoft*, *inc*, *co. Length up to 255 characters of a company name.
cusip cusip
financials/ann
financials/qtr
financials/ttm
financials/ytd
Search financial data based on CUSIP or list of valid CUSIPs, separated by comma. It might be 6-, 8- or 9-digit value. Because of the license required by The CUSIP Bureau to use these unique identifiers, this is a separate entitlement that can be provided upon receipt of a CUSIP license.
fiscalperiod fiscalperiod
financials/ann
financials/qtr
financials/ttm
financials/ytd
Retrieve financial information for specified fields based on fiscal year and the quarter defined by [~]FYQ[~][FYQ] where FYQ has following format YYYYQ{1-4}. For example: to retrieve data:
– between the fiscal periods of 2010 Q1 and 2012 Q4, specify fiscalperiod=2010q1~2012q4;
– exact period - fiscalperiod=2015Q1;
– all data up to 2015Q1 - fiscalperiod=~2015Q1;
– all data after 2015Q1 - fiscalperiod=2015Q1~.
Note that the date format should be year followed by "q".
numperiods numperiods
financials/ann
financials/qtr
financials/ttm
financials/ytd
Numperiod defines the time period for which the financial information is retrieved for specified fields. For example: to retrieve 3 years of history, specify numperiods=3 for financials/ann , for 3 years of quarterly data specify numperiods=12 for other resources.
periodenddate periodenddate
financials/ann
financials/qtr
financials/ttm
financials/ytd
Retrieve financial information based on the financial year or quarter end. For example: to retrieve data for the period end date 6/31/2012, specify periodenddate=20120631.  Note that the date format should be year, month, day. If date range specified, dates should be separated by tilda (~). For example to retrieve data:
– prior to 01/27/2014 - periodenddate=~20140127;
– for all the data after 01/27/2014 - periodenddate=20140127~;
– for the range 01/01/2014-31/12/2014 -  periodenddate=20140101~20141231
fields
financials/ann
financials/qtr
financials/ttm
financials/ytd
Fields parameter is used to add the field or list of fields  in the response. If it is not specified, then the default not null fields are returned in the response*.
limit
financials/ann
financials/qtr
financials/ttm
financials/ytd
Limit defines the number of rows to return in a single call. See description here.
offset
financials/ann
financials/qtr
financials/ttm
financials/ytd
Offset can be useful to narrow the result set. See description here.
sortby
financials/ann
financials/qtr
financials/ttm
financials/ytd
Sortby is a filter in the request to sort the data in ascending or descending order. Fields available for sorting: entityid, cusip, companyname, primarysymbol, periodenddate, fiscalyear, fiscalquarter, fiscalperiod. Default values: primarysymbol asc,periodenddate desc.



*List of default Financials fields: 

entityid, fiscalquarter, fiscalyear, numperiods, periodenddate, currentquartermeanearningsestimate, currentyearmeanearningsestimate, nextquartermeanearningsestimate, operatingcashflow, pricebook, priceearnings, pricesales, assets, cashcashequivalents, grossprofit, liabilities, netcashflowsprovidedusedfinancingactivities, netcashflowsprovidedusedinvestingactivities, netincome, operatingrevenue, primarysymbol, cusip, earningspersharebasic, grossmargin, marketcapitalizationbasic, marketcapitalizationdiluted, operatingmargin, debtequity, currentratio, ebit, marketcapitalizationtsodaily, companyname, fiscalperiod.

URI Examples

Get Financials data using EntityIds and PeriodEndDate parameters:

Annual

http://edgaronline.api.mashery.com/v2/financials/ann?entityids=10358&periodenddate=20101231~&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/financials/qtr?entityids=10358&periodenddate=~20150630&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/financials/ttm?entityids=8528&periodenddate=20101231~20150630&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/financials/ytd?entityids=8528&periodenddate=20141231&appkey={APPKEY}

Get Financials data using PrimarySymbols and FiscalPeriod parameters:

Annual

http://edgaronline.api.mashery.com/v2/financials/ann?primarysymbols=aapl&fiscalperiod=2012q4&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/financials/qtr?primarysymbols=msft&fiscalperiod=2010q3~&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/financials/ttm?primarysymbols=ibm&fiscalperiod=~2015q1&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/financials/ytd?primarysymbols=ibm,aapl,msft&fiscalperiod=2012q4~2015q3&appkey={APPKEY}

Get Financials data using CompanyNames and Fields parameters:

Annual

http://edgaronline.api.mashery.com/v2/financials/ann?companynames=apple inc&fields=companyname,periodenddate,operatingcashflow,cashcashequivalents,grossprofit&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/financials/qtr?companynames=micro*&fields=companyname,fiscalperiod,fiscalyear,fiscalquarter,operatingcashflow,cashcashequivalents,grossprofit&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/financials/ttm?companynames=*inc*&fields=companyname,assets,operatingcashflow,grossprofit&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/financials/ytd?companynames=appleinc,appalachian power co&fields=companyname,periodenddate,assets,operatingcashflow,grossprofit&appkey={APPKEY}

To get all available fields make a call to the Metadata resource:

http://edgaronline.api.mashery.com/v2/metadata/resources/financials-ann/fields?appkey={APPKEY}

Get Financials data using CUSIP (replace 'xxxxxx' with valid value) and NumPeriods parameters:

Annual

http://edgaronline.api.mashery.com/v2/financials/ann?cusip=xxxxxx&numperiods=3&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/financials/qtr?cusip=xxxxxxxx&numperiods=12&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/financials/ttm?cusip=xxxxxx,xxxxxxxx&numperiods=12&appkey={APPKEY}

Year to Date

http://edgaronline.api.mashery.com/v2/financials/ytd?cusip=xxxxxxxxx&numperiods=12&appkey={APPKEY}

One of parameters identifying company should be specified. Otherwise error occurs.

Example:

http://edgaronline.api.mashery.com/v2/financials/ann?debug=true&appkey={APPKEY}

Response:

400 Bad Request
{
   "Message":"No filter parameters included."
}

Get Financials data applying SortBy, Limit, Offset parameters:

Annual

http://edgaronline.api.mashery.com/v2/financials/ann?primarysymbols=msft&sortby=periodenddate%20desc&limit=10&appkey={APPKEY}

Quarterly

http://edgaronline.api.mashery.com/v2/financials/qtr?primarysymbols=msft,ibm&sortby=companyname,fiscalyear desc,fiscalquarter desc&limit=200&offset=25&appkey={APPKEY}

Trailing Twelve Months

http://edgaronline.api.mashery.com/v2/financials/ttm.json?primarysymbols=aapl&fields=primarysymbol,companyname,fiscalperiod,grossprofit,operatingcashflow,assets&sortby=fiscalperiod desc&limit=1&appkey={APPKEY}

JSON Response:

{  
   "result":{  
      "totalrows":67,
      "rows":[  
         {  
            "rownum":1,
            "values":[  
               {  
                  "field":"primarysymbol",
                  "value":"AAPL"
               },
               {  
                  "field":"companyname",
                  "value":"APPLE INC"
               },
               {  
                  "field":"fiscalperiod",
                  "value":20151
               },
               {  
                  "field":"grossprofit",
                  "value":"78432000000.0"
               },
               {  
                  "field":"operatingcashflow",
                  "value":"70765000000.0"
               },
               {  
                  "field":"assets",
                  "value":"261894000000.0"
               }
            ]
         }
      ]
   }
}

Year to Date

http://edgaronline.api.mashery.com/v2/financials/ytd.xml?primarysymbols=msft&periodenddate=~20150930&sortby=periodenddate%20desc&limit=1&offset=2&appkey={APPKEY}

XML Response:

<response>
  <result>
    <totalrows>58</totalrows>
    <rows>
      <row>
        <rownum>3</rownum>
        <values>
          <value field="entityid">8528</value>
          <value field="fiscalquarter">3</value>
          <value field="fiscalyear">2015</value>
          <value field="numperiods">5</value>
          <value field="periodenddate">3/31/2015 12:00 AM</value>
          <value field="operatingcashflow">22819000000</value>
          <value field="pricebook">3.74</value>
          <value field="priceearnings">21.74</value>
          <value field="pricesales">4.72</value>
          <value field="assets">176683000000</value>
          <value field="cashcashequivalents">7414000000</value>
          <value field="grossprofit">45830000000</value>
          <value field="liabilities">86551000000</value>
          <value field="netcashflowsprovidedusedfinancingactivities">-6064000000</value>
          <value field="netcashflowsprovidedusedinvestingactivities">-17934000000</value>
          <value field="netincome">15388000000</value>
          <value field="operatingrevenue">71400000000</value>
          <value field="primarysymbol">MSFT</value>
          <value field="earningspersharebasic">1.87</value>
          <value field="grossmargin">0.6419</value>
          <value field="marketcapitalizationbasic">333980825000</value>
          <value field="marketcapitalizationdiluted">337151915000</value>
          <value field="operatingmargin">0.2831</value>
          <value field="debtequity">0.3536</value>
          <value field="currentratio">2.91</value>
          <value field="ebit">20214000000</value>
          <value field="companyname">MICROSOFT CORP</value>
          <value field="fiscalperiod">20153</value>
        <values>
      <row>
    <rows>
  <result>
<response>

If unavailable for sorting field is specified, then error occurs.

Example:

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

Response:

400 Bad Request
{
   "Message":"Field - 'numperiods' - is not enabled for sorting operations."
}