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).

Note: After you fetch Core Financials data, you can call the Taxonomy resource to fetch informaton that provides important context to the data. For more information, see Taxonomy resource.

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

https://datafied.api.edgar-online.com/v2/corefinancials/ann?entityids=8528&appkey={APPKEY}

Quarterly

https://datafied.api.edgar-online.com/v2/corefinancials/qtr?entityids=8528&appkey={APPKEY}

Trailing Twelve Months

https://datafied.api.edgar-online.com/v2/corefinancials/ttm?entityids=8528&appkey={APPKEY}

Year to Date

https://datafied.api.edgar-online.com/v2/corefinancials/ytd?entityids=8528&appkey={APPKEY}

PrimarySymbols:

Annual

https://datafied.api.edgar-online.com/v2/corefinancials/ann?primarysymbols=msft&appkey={APPKEY}

Quarterly

https://datafied.api.edgar-online.com/v2/corefinancials/qtr?primarysymbols=msft&appkey={APPKEY}

Trailing Twelve Months

https://datafied.api.edgar-online.com/v2/corefinancials/ttm?primarysymbols=msft&appkey={APPKEY}

Year to Date

https://datafied.api.edgar-online.com/v2/corefinancials/ytd?primarysymbols=msft&appkey={APPKEY}

PrimaryExchanges:

Annual

https://datafied.api.edgar-online.com/v2/corefinancials/ann?primaryexchanges=Nasdaq Global Market&primarysymbols=msft&appkey={APPKEY}

Quarterly

https://datafied.api.edgar-online.com/v2/corefinancials/qtr?primaryexchanges=Nasdaq Global Market&primarysymbols=msft&appkey={APPKEY}

Trailing Twelve Months

https://datafied.api.edgar-online.com/v2/corefinancials/ttm?primaryexchanges=Nasdaq Global Market&primarysymbols=msft&appkey={APPKEY}

Year to Date

https://datafied.api.edgar-online.com/v2/corefinancials/ytd?primaryexchanges=Nasdaq Global Market&primarysymbols=msft&appkey={APPKEY}

MarketOperators:

Annual

https://datafied.api.edgar-online.com/v2/corefinancials/ann?marketoperators=NASDAQ&primarysymbols=msft&appkey={APPKEY}

Quarterly

https://datafied.api.edgar-online.com/v2/corefinancials/qtr?marketoperators=NASDAQ&primarysymbols=msft&appkey={APPKEY}

Trailing Twelve Months

https://datafied.api.edgar-online.com/v2/corefinancials/ttm?marketoperators=NASDAQ&primarysymbols=msft&appkey={APPKEY}

Year to Date

https://datafied.api.edgar-online.com/v2/corefinancials/ytd?marketoperators=NASDAQ&primarysymbols=msft&appkey={APPKEY}

MarketTiers:

Annual

https://datafied.api.edgar-online.com/v2/corefinancials/ann?markettiers=NASDAQ Global Market&primarysymbols=msft&appkey={APPKEY}

Quarterly

https://datafied.api.edgar-online.com/v2/corefinancials/qtr?markettiers=NASDAQ Global Market&primarysymbols=msft&appkey={APPKEY}

Trailing Twelve Months

https://datafied.api.edgar-online.com/v2/corefinancials/ttm?markettiers=NASDAQ Global Market&primarysymbols=msft&appkey={APPKEY}

Year to Date

https://datafied.api.edgar-online.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

https://datafied.api.edgar-online.com/v2/corefinancials/ann?primarysymbols=MSFT&numperiods=2&appkey={APPKEY}

Quarterly

https://datafied.api.edgar-online.com/v2/corefinancials/qtr?primarysymbols=MSFT&numperiods=2&appkey={APPKEY}

Trailing Twelve Months

https://datafied.api.edgar-online.com/v2/corefinancials/ttm?primarysymbols=MSFT&numperiods=2&appkey={APPKEY}

Year to Date

https://datafied.api.edgar-online.com/v2/corefinancials/ytd?primarysymbols=MSFT&numperiods=2&appkey={APPKEY}

PeriodEndDate:

Annual

https://datafied.api.edgar-online.com/v2/corefinancials/ann?primarysymbols=msft&periodenddate=20100101&appkey={APPKEY}

Quarterly

https://datafied.api.edgar-online.com/v2/corefinancials/qtr?primarysymbols=msft&periodenddate=20100101&appkey={APPKEY}

Trailing Twelve Months

https://datafied.api.edgar-online.com/v2/corefinancials/ttm?primarysymbols=MSFT&periodenddate=20100101&appkey={APPKEY}

Year to Date

https://datafied.api.edgar-online.com/v2/corefinancials/ytd?primarysymbols=MSFT&periodenddate=20100101&appkey={APPKEY}

FiscalPeriod:

Annual

https://datafied.api.edgar-online.com/v2/corefinancials/ann?primarysymbols=msft&fiscalperiod=2011q1~2013q4&appkey={APPKEY}

Quarterly

https://datafied.api.edgar-online.com/v2/corefinancials/qtr?primarysymbols=msft&fiscalperiod=2011q1~2013q4&appkey={APPKEY}

Trailing Twelve Months

https://datafied.api.edgar-online.com/v2/corefinancials/ttm?primarysymbols=msft&fiscalperiod=2011q1~2013q4&appkey={APPKEY}

Year to Date

https://datafied.api.edgar-online.com/v2/corefinancials/ytd?primarysymbols=msft&fiscalperiod=2011q1~2013q4&appkey={APPKEY}

ConceptGroups:

Annual

https://datafied.api.edgar-online.com/v2/corefinancials/ann?primarysymbols=msft&fields=BalanceSheetConsolidated&appkey={APPKEY}

Quarterly

https://datafied.api.edgar-online.com/v2/corefinancials/qtr?primarysymbols=msft&fields=BalanceSheetConsolidated&appkey={APPKEY}

Trailing Twelve Months

https://datafied.api.edgar-online.com/v2/corefinancials/ttm?primarysymbols=msft&fields=BalanceSheetConsolidated&appkey={APPKEY}

Year to Date

https://datafied.api.edgar-online.com/v2/corefinancials/ytd?primarysymbols=msft&fields=BalanceSheetConsolidated&appkey={APPKEY}

Aggregation:

Annual

https://datafied.api.edgar-online.com/v2/corefinancials/ann?primarysymbols=MSFT&fields=primarysymbol,commonstock,totalassets&appkey={APPKEY}

Quarterly

https://datafied.api.edgar-online.com/v2/corefinancials/qtr?primarysymbols=MSFT&fields=primarysymbol,commonstock,totalassets&appkey={APPKEY}

Trailing Twelve Months

https://datafied.api.edgar-online.com/v2/corefinancials/ttm?primarysymbols=MSFT&fields=primarysymbol,commonstock,totalassets&appkey={APPKEY}

Year to Date

https://datafied.api.edgar-online.com/v2/corefinancials/ytd?primarysymbols=msft&fields=primarysymbol,commonstock,totalassets&appkey={APPKEY}

Negation:

Annual

https://datafied.api.edgar-online.com/v2/corefinancials/ann?primarysymbols=xxxxx&fields=BalanceSheetConsolidated,!commonstock,!totalassets&appkey={APPKEY}

Quarterly

https://datafied.api.edgar-online.com/v2/corefinancials/qtr?primarysymbols=xxxxx&fields=BalanceSheetConsolidated,!commonstock,!totalassets&appkey={APPKEY}

Trailing Twelve Months

https://datafied.api.edgar-online.com/v2/corefinancials/ttm?primarysymbols=xxxxx&fields=BalanceSheetConsolidated,!commonstock,!totalassets&appkey={APPKEY}

Year to Date

https://datafied.api.edgar-online.com/v2/corefinancials/ytd?primarysymbols=xxxxx&fields=BalanceSheetConsolidated,!commonstock,!totalassets&appkey={APPKEY}

SortBy:

Annual

https://datafied.api.edgar-online.com/v2/corefinancials/ann?primarysymbols=msft&sortby=periodenddate&appkey={APPKEY}

Quarterly

https://datafied.api.edgar-online.com/v2/corefinancials/qtr?primarysymbols=msft&sortby=periodenddate&appkey={APPKEY}

Trailing Twelve Months

https://datafied.api.edgar-online.com/v2/corefinancials/ttm?primarysymbols=msft&sortby=periodenddate&appkey={APPKEY}

Year to Date

https://datafied.api.edgar-online.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"

         }

          ...

       ]

     }

   ]

}

}

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