We source financial statement data from the SEC 10-Q and 10-K filings. You can access the exact name and value of each line item as reported by the company, along with a URL link to the actual SEC filing.
We also standardize this data in-house using our proprietary machine learning technology, allowing for cross-company financial statement research and analysis.
Fundamentals are updated in real-time and typically made available 20 to 30 minutes after a company files with the SEC.
We cover non-OTC US headquartered public companies. Privately held companies are not included. Use our Company Data Coverage tool to explore our company coverage and view available data for each company.
Standardized and as-reported financial statement data is sourced directly from the Securities Exchange Commission (SEC). Companies that are both based in the United States and trade on a public stock exchange are required to file forms 10-K and 10-Q with the SEC. Intrinio uses the data in these forms to create a record of financial statements for publicly traded companies.
Intrinio combines market data with fundamental datasets to create more than 100 calculations and metrics. You can find the definition, formula, and details for each calculation or metric on its individual page.
Our history corresponds with the SEC mandate that companies file their 10-Q and 10-K statements in XBRL format. If a filing is not in XBRL format, we will not have data from it.
You can find the reported financial statements in the HTML version of forms 10-K and 10-Q, such as in Apple’s 2019 10-K form. Companies are also required to submit data files in XBRL (eXtensible Business Reporting Language) format. XBRL is an XML-based specification tailored to business reporting purposes. XBRL files are machine-readable and provide a more reliable way to ingest financial reporting data than via PDF or HTML.
XBRL-based filings share a common format and yet are notoriously difficult to compare apples-to-apples. Intrinio maps reported line items to a set of standardized financial statements, allowing you to easily compare the performance of publicly traded companies. Learn more about our standardization process in this blog.
The as-reported dataset allows you to pull the exact line items and values that a company reports, rather than the standardized items/naming convention we provide for comparison purposes. You can pull the as-reported, non-standardized data via our Reported Financials endpoint.
All companies restate prior periods in their 10-Qs and 10-Ks for comparison purposes to show how their current financials compare to periods/years past. The filing date you're seeing returned in the standardized/reported endpoint is therefore the date of the latest 10-Q/10-K in which that previous period data was most recently stated.
We will be releasing point in time fundamentals in the near future. Currently, all fundamental data is the restated/adjusted data as of the most recent filing.
If interested in strictly viewing the actual filing date and accepted dates, regardless of when the data was restated in a future 10-Q or 10-K, try the All Filings endpoint instead.
If you leave the report_type blank, you can return all filing dates for the company, not just the 10-Q and 10-K reports.
Intrinio uses two different sets of financial statement templates: indu and fin.
Financial companies operate and report differently than industrial companies, and this allows us to facilitate both business types. A statement template will determine which line items appear on a company’s financial statements.
To determine which statement template a company uses, reference the template field in the Company API Endpoint.
Learn more in this help article.
There are three methods you can use to query our options data:
This method allows you to return all option prices for a given option contract, using the Intrinio ID or code of the contract as an identifier. If our default API call limit (600 calls/min) does not meet your needs, we recommend trying another query method or working with our team to customize your call limits.
Access Method: Web API
Endpoint: Get Real-Time Prices by Contract ID
Ideal Use Case: Tracking an individual contract, i.e. one that you’ve purchased.
An option chain is a list of option contracts with a single underlying symbol. This method returns all option contracts and prices for a given symbol. It is ideal for users who want to “batch” API calls and pull a larger amount of data without hitting their access limits. You will need the expiration date for the option contract, which you can locate with our Options Expirations endpoint.
Access Method: Web API
Endpoint: Get Real-Time Chain Prices by Underlying Security ID
Ideal Use Case: Updating option data on all contracts for a single security.
By connecting to our WebSocket API, you’ll receive a real-time Firehose of updates to all option contracts in real-time. The WebSocket will return last trade timestamp, price, and size. Ask and bid data is not included.
Access Method: WebSocket API
Ideal Use Case: Returning prices for all options contracts, regardless of symbol.
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