Documentation | Intrinio

Documentation

Intrinio offers a variety of ways to access financial data. Choose your preferred access method below:

API
Excel
Sheets
CSV

API Documentation

There are two versions of our API. We recommend "v2". To learn which one may be right for you, click here.
API v1
API v2

{{ docSectionTitle }} Documentation

Welcome to the Intrinio Financial Data Platform! Through our Financial Data Marketplace, we offer a wide selection of financial data feeds sourced by our own proprietary processes as well as from many data vendors. The Intrinio API uses HTTPS verbs and a RESTful endpoint structure, which makes it easy to request data from Intrinio. Basic Authentication is administered over HTTPS. Responses are delivered in JSON format.

Getting Started

First, you'll need an Intrinio account for your API access credentials.

Sign Up for API Access

If you have an Intrinio account you can view your API access keys here.

For a quick-start guide to our API, please see the tutorial.

If you need additional help using the API, chat with us.

Authentication

Private

For private/trusted environments, use Basic Authentication over HTTPS.

You can find your API Username and API Password on your Account page. You must include these credentials with every request in order to receive access to the API.

To include the credentials in your HTTPS request, specify an Authorization header, with the value Basic (key) , replacing (key) with the Base-64 encoded string API_USERNAME:API_PASSWORD .

If your credentials are not authorized, a status code of 401 will be returned.

Public

For public/untrusted environments (such as client-side JavaScript), use our public key authentication over HTTPS.

You can create a Public Access Key on your Account page. Make sure to specify all domains from which this key may be used. Any domain not listed will be rejected by the API. For development purposes, localhost is listed as a domain by default. Make sure to delete this domain before going to production.

To include a public key in your HTTPS request, specify it as the value of an X-Authorization-Public-Key header.

If your public key is not authorized, a status code of 401 will be returned.

Response Codes

Intrinio uses normal HTTP response codes to indicate the success or failure of an API request. A response code of 200 indicates success and codes in the 4xx range indicate an error that failed given the information provided, and codes in the 5xx range indicate an error with Intrinio’s servers (these are rare).

The Intrinio API uses the following error codes:

Code Meaning
200 OK – Everything worked as expected
401 Unauthorized – Your User/Password API Keys are incorrect
403 Forbidden – You are not subscribed to the data feed requested
404 Not Found – The endpoint requested does not exist
429 Too Many Requests – You have hit a limit. See limits
500 Internal Server Error – We had a problem with our server. Try again later.
503 Service Unavailable – You have hit your throttle limit or Intrinio may be experiencing high system load.

Paging

Often there is too much information in our system to serve in a single request of reasonable size. Therefore we limit results to a certain number per request and provide you with paging information which can be used to retrieve the remaining pages of data.

In the Web API, you will notice that most requests contain paging information.

File Downloads may have paging information as well, listed in the first row.

In order to request the next page of data, append a page_number parameter to your request:

https://api.intrinio.com/companies
https://api.intrinio.com/companies?page_number=2
https://api.intrinio.com/companies?page_number=3

Limits

The Intrinio API employs several reasonable limits to ensure that stable, reliable service is provided to all users. These limits can vary based on which data feeds you are subscribed to, as well as which API call you are making. The limits are grouped as: daily calls, 10-minute calls, paging, throttling, and timeouts. If you hit an API limit, the response will contain a 429 code and an explanation of the limit.

Daily Call Limits

Most data feed subscriptions have limited daily usage. This means that you can make up to a certain number of API calls in a 24-hour period (resetting at midnight Eastern). To view the limits for a data feed subscription, go to your Account page, click on Subscriptions, click on the subscription in question, and click on Limits.

10-Minute Call Limits

Some data feed subscriptions have limited 10-minute usage. This means that you can make up to a certain number of API calls in a 10-minute period.

1-Minute Call Limits

As an alternative to Daily Call Limits, some data feeds employ a 1-minute call limit. This means that you can make up to a certain number of API calls in a 1-minute period.

Paging Limits

API endpoints that employ paging are limited by the maximum page size that you may request. This varies by endpoint:

Endpoint Maximum Page Size
/historical_data 1,000
All others 100

Throttle Limits

Users enjoying free data feed subscriptions only are limited to 100 requests-per-second.

Timeout Limits

Each request must be fulfilled within 25 seconds, otherwise it will be dropped with a 503 error. Given the flexibility of our endpoints and the complexity of potential API calls, we leave it to the users to fashion requests which can be satisfied in a reasonable time.

Usage & Limits

The following endpoints will help you to check your API access, limits, and usage:

Note: this is limited to data feeds with daily API call limits.

Endpoints

Below are all of the available API endpoints:

Welcome to the Intrinio Financial Data Platform! Through our Data Marketplace, we offer a wide selection of financial data feeds sourced by our own proprietary processes as well as from many data vendors. The Intrinio Excel Add-In allows you to access a variety of datasets right in Excel, using simple, intuitive functions.

The Excel Add-in works on both Mac OS X and Microsoft Windows versions of Excel.

If you need additional help, chat with us.

Getting Started

For a quick guide to getting started with our Excel Add-In, please see the Tutorial.

Functions

Below are all the functions available in our Excel Add-In:

Welcome to the Intrinio Financial Data Platform! Through our Data Marketplace, we offer a wide selection of financial data feeds sourced by our own proprietary processes as well as from many data vendors. The Intrinio Google Sheets Add-On allows you to access a variety of datasets right in Google Sheets, using simple, intuitive functions.

If you need additional help, chat with us.

Getting Started

For a quick guide to getting started with our Google Sheets Add-On, please see the Tutorial.

Functions

Below are all the functions available in our Google Sheets Add-On:

Welcome to the Intrinio Financial Data Platform! Through our Data Marketplace, we offer a wide selection of financial data feeds sourced by our own proprietary processes as well as from many data vendors. All of our data is available for download in the CSV (comma-separated values) format.

If you need additional help, chat with us.

Getting Started

For a quick guide to getting started with our CSV Download functionality, please see the Tutorial.

Authentication

When using the download links, your browser will prompt you for a username and password. These credentials correspond to your access keys, which can be found in your Account page.

Limits

The CSV Download functionality is well-suited for human use or light programmatic use. Downloads are limited to 1 per second. If you exceed this limit, the system will return a 429 error. If you need to download larger dataset, we recommend browsing our Financial Data Downloads , which allow you to download massive datasets for a flat fee.

Paging

Sometimes there is too much information in our system to put into a single file of reasonable size. Therefore we limit file downloads to 10,000 rows. In order to retrieve the rest of the rows, you will have to request the second "page" of results. The first row of each file will contain paging information: RESULT_COUNT: 6342 , PAGE_SIZE: 10000 , CURRENT_PAGE: 1, TOTAL_PAGES: 1 , API_CALL_CREDITS: 1

  • RESULT_COUNT tells you how many total rows there are in our system
  • PAGE_SIZE tells you how many records you are fetching per page
  • CURRENT_PAGE tells you which page you are currently viewing
  • TOTAL_PAGES tells you how many total pages there are
  • API_CALL_CREDITS tells you how many API calls credits your request consumed

If the TOTAL_PAGES field in your file is greater than 1 and you want to see the other pages, append a page_number parameter to the URL:

https://api.intrinio.com/indices.csv?type=economic&page_number=1
https://api.intrinio.com/indices.csv?type=economic&page_number=2
https://api.intrinio.com/indices.csv?type=economic&page_number=3

To exclude the paging information from your file, include a hide_paging parameter in the URL:

https://api.intrinio.com/indices.csv?type=economic&page_number=1&hide_paging=true

URL Formatting

URLs must be formatted correctly in order for file downloads to be processed successfully. Here are examples of correct URLs:

https://api.intrinio.com/indices.csv
https://api.intrinio.com/indices.csv?type=economic
https://api.intrinio.com/indices.csv?type=economic&query=GDP
https://api.intrinio.com/data_point.csv?identifier=AAPL&item=marketcap,beta

Here are examples of incorrect URLs:

https://api.intrinio.com/indices.csv&type=economic
https://api.intrinio.com/indices.csv?type=economic?query=GDP
https://api.intrinio.com/data_point.csv?identifier=AAPL&item=marketcap/beta

Here is a key to the different parts of a URL:

https://api.intrinio.com /data_point.csv ? identifier = AAPL & item = marketcap,beta
1 2 3 4 5 6 7 8 9 10

  1. Intrinio's API web address.
  2. The location of the data you are trying to access.
  3. The separator between the URL address and the URL parameters.
  4. The name of the URL parameter.
  5. The separator between the name of the URL parameter and the value of the URL parameter.
  6. The value of the URL parameter.
  7. The separator between URL parameters.
  8. The name of the URL parameter.
  9. The separator between the name of the URL parameter and the value of the URL parameter.
  10. The value of the URL parameter. Note some parameters allow multiple values - separate them with a comma.

Functions

Below are all of the available CSV file downloads:

Returns the most recent data point for a selected identifier (ticker symbol, stock market index symbol, CIK ID, etc.) for a selected tag. Income statement, cash flow statement, and ratios are returned as trailing twelve months values. All other data points are returned as their most recent value, either as of the last release financial statement or the most recent reported value.

Function: =IntrinioDataPoint(identifier, item)
Function: =IntrinioDataPoint(identifier, item)

Parameters

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Name Description Example
identifier An identifier, which can be a security ticker, SEC CIK ID, FRED Series ID, etc. AAPL
item An item, which can be a data tag or a special code. marketcap
hide_paging
Hide first row of paging information.
Options:
true
-

Output Fields

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Name Description Example
identifier the ticker or identifier for the data point AAPL
item the requested standardized tag or series ID name

Sample Data

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Data Point Lookup

Returns the most recent data point for a selected identifier (ticker symbol, stock market index symbol, CIK ID, etc.) for a selected tag.
URL: https://api.intrinio.com/data_point?identifier=AAPL&item=marketcap

Data Point Lookup

Returns the most recent data point for a selected identifier (ticker symbol, stock market index symbol, CIK ID, etc.) for a selected tag.
URL: https://api.intrinio.com/data_point.csv?identifier=AAPL&item=marketcap

Data Point Lookup

Returns the most recent data point for a selected identifier (ticker symbol, stock market index symbol, CIK ID, etc.) for a selected tag.
Function: =IntrinioDataPoint("AAPL", "marketcap")

Data Point Lookup

Returns the most recent data point for a selected identifier (ticker symbol, stock market index symbol, CIK ID, etc.) for a selected tag.
Function: =IntrinioDataPoint("AAPL", "marketcap")

Data Point Lookup

Not available for this access method

Data Point Multiple

Returns multiple data points matching the given parameters
URL: https://api.intrinio.com/data_point?identifier=GOOGL,AAPL&item=price_date,close_price,percent_change

Data Point Multiple

Returns multiple data points matching the given parameters
URL: https://api.intrinio.com/data_point.csv?identifier=GOOGL,AAPL&item=price_date,close_price,percent_change

Data Point Multiple

Not available for this access method

Historical Data

Returns the historical data for for a selected identifier (ticker symbol or index symbol) for a selected tag. Income statement, cash flow statement, and ratios are returned as trailing twelve months values by default, but can be changed with the type parameter. All other historical data points are returned as their value on a certain day based on filings reported as of that date.

Function: =IntrinioHistoricalData(identifier, item, sequence)

Parameters

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Name Description Example
identifier An identifier, which can be a security ticker, SEC CIK ID, FRED Series ID, etc. AAPL
item An item, which can be a data tag or a special code. marketcap
start_date The earliest date for which to return data. 2018-04-02
end_date The latest date for which to return data. 2018-5-03
frequency
The frequency of the historical prices & valuation data.
Options:
daily
weekly
monthly
quarterly
yearly
yearly
type
The type of historical data to fetch. For financial statements, the type reflects the type of financial statement. For Sector data, the type reflect the aggretation (mean, median, max, min) type of the data.
Options:
FY
QTR
TTM
YTD
count
sum
max
75thpctl
mean
median
25thpctl
min
FY
sequence An integer 0 or greater for calling a single historical data point from the first entry, based on sort order. 0
show_date
If true, the function will return the date value, and if false the function will return the data point value for a given query.
Options:
Yes
Yes
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 4
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
identifier the ticker or identifier for the data point @MUSK_51244-TSLA:US
item the requested standardized tag or series ID comp_total_summary
date the date associated with the value of the data tag 2016-12-31
value the value of the Intrinio tag of the financial data point 45936

Sample Data

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Historical Data Lookup

Returns the historical data for for a selected identifier for a selected tag.
URL: https://api.intrinio.com/historical_data?identifier=AAPL&item=marketcap

Historical Data Lookup

Returns the historical data for for a selected identifier for a selected tag.
URL: https://api.intrinio.com/historical_data.csv?identifier=AAPL&item=marketcap

Historical Data Lookup

Returns the historical data for for a selected identifier for a selected tag.
Function: =IntrinioHistoricalData("AAPL", "marketcap", 0)

Historical Data Lookup

Not available for this access method

Returns security list and information for all securities covered by Intrinio.

Parameters

expand collapse
Name Description Example
query A string query search of security name or ticker symbol with the returned results being the relevant securities in compacted list format. AAPL
identifier The identifier for the legal entity or a security associated with the security. A
exch_symbol The Intrinio Stock Market Symbol, to specify the exchange for the list of securities. NYSE
last_crsp_adj_date A date value that returns the list of securities that have had adjusted stock prices due to a corporate event after this date. 2017-12-29
us_only
Return only US-based securities.
Options:
Yes
Yes
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 15
hide_paging
Hide first row of paging information.
Options:
true
-

Output Fields

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Name Description Example
ticker the stock market ticker symbol associated with the companies common stock securities A
figi_ticker the OpenFIGI ticker symbol A:UN
figi the OpenFIGI identifier BBG000C2V541
composite_figi the OpenFIGI composite-level identifier BBG000C2V3D6
composite_figi_ticker the OpenFIGI composite-level ticker BBG00B3T3HD3
security_name the security description as provided by the exchange Alcoa Corp
market_sector the type of market for the security Equity
security_type the type of security, such as Common Stock, Preferred Stock, Warrants, Limited Partnership Interests, etc. Ordinary Shares
stock_exchange the Stock Exchange (and market category) where the company’s common stock is primarily traded NYSE
last_crsp_adj_date the last recorded date (“YYYY-MM-DD”) of an CRSP adjustment made to prior prices due to a stock split or dividend event. 2017-12-29
figi_uniqueid the security’s unique FIGI identifier EQ0000000045469815
share_class_figi the security’s share class FIGI identifier BBG00B3T3HF1
figi_exch_cntry the security’s FIGI country of the exchange US
currency the security’s traded currency on the listed exchange USD
mic the Market Identification Code for the Stock Exchange where the security is listed. XNYS
exch_symbol the Intrinio Stock Exchange Symbol used as an identifier on the Intrinio API. ^XNYS
etf a boolean to represent whether the security is an ETF or otherwise false
delisted_security if the security is no longer traded on public exchanges, the security will be considered delisted and the security no longer will report pricing data. false
primary_listing a boolean to represent whether the security is the primary issue or a secondary issue of the security on a different stock exchange. true

Sample Data

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Security Master

Returns a list of summary information about all US securities
URL: https://api.intrinio.com/securities?us_only=Yes

Security Master

Returns a list of summary information about all US securities
URL: https://api.intrinio.com/securities.csv?us_only=Yes

Security Master

Not available for this access method

Security Lookup

Returns detailed information about a single security
URL: https://api.intrinio.com/securities?identifier=AAPL

Security Lookup

Returns detailed information about a single security
URL: https://api.intrinio.com/securities.csv?identifier=AAPL

Security Lookup

Not available for this access method

Stock Exchanges

Returns stock exchange list and information for all stock exchanges covered by Intrinio.

Parameters

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Name Description Example
identifier An identifer for a stock exchange, which can be the MIC, symbol, or acronym. XLON
query A string query search of stock exchange name or MIC with the returned results being the relevant stock exchanges in compacted list format. London
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 2
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
symbol the Intrinio symbol associated with the stock exchange ^BMEX
mic the MIC identifier for the stock exchange BMEX
institution_name the name of the stock exchange BME - BOLSAS Y MERCADOS ESPANOLES
acronym the stock exchanges short form identifier BME
city the city where the stock exchange is located MADRID
country the country where the stock exchange is located SPAIN
country_code the country code for the country where the stock exchange is located ES
website the website for the stock exchange HTTP://WWW.BOLSASYMERCADOS.ES

Sample Data

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Stock Exchange Master

Returns stock exchange list and information for all stock exchanges covered by Intrinio.
URL: https://api.intrinio.com/stock_exchanges

Stock Exchange Master

Returns stock exchange list and information for all stock exchanges covered by Intrinio.
URL: https://api.intrinio.com/stock_exchanges.csv

Stock Exchange Master

Not available for this access method

Returns professional-grade historical stock prices for a security or stock market index. Historical prices are available back to 1996 or the IPO date, with some companies with data back to the 1970s. Stock market index historical price data is available back to the 1950s at the earliest.

Function: =IntrinioHistoricalPrices(identifier, item, sequence, start_date, end_date, frequency)

Parameters

expand collapse
Name Description Example
identifier The stock market ticker symbol associated with the companies common stock securities or the stock market index. AAPL
item
The selected observation of the historical prices.
Options:
date
open
high
low
close
volume
ex_dividend
split_ratio
adj_open
adj_high
adj_low
adj_close
adj_volume
close
start_date The first date in which historical stock prices are delivered- historical daily prices go back to 1996 for most companies, but some go back further to the 1970s or to the date of the IPO. 2014-09-28
end_date The last date in which historical stock prices are delivered- end of day prices are available around 5 p.m. EST and real-time prices are updated every minute throughout the trading day. 2015-09-28
frequency
The frequency of the historical prices.
Options:
daily
weekly
monthly
quarterly
yearly
daily
sequence An integer 0 or greater for calling a single historical data point from the first entry, based on sort order. 0
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 20
sort_order
The order of the historical stock price dates.
Options:
asc
desc
asc
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
date the date of the stock price historical data 2016-09-23
open the actual observed first traded stock price on the trading date 114.42
high the actual observed highest traded stock price on the trading date 114.79
low the actual observed lowest traded stock price on the trading date 111.55
close the actual observed last trade stock price on the trading date 112.71
volume the actual observed number of shares of stock traded between market participants on the trading date 52481151.0
ex_dividend the nonsplit adjusted dividend per share on the ex-dividend date; not available on index historical prices 0.0
split_ratio the split factor on the split date - not available on index historical prices 1.0
adj_open the dividend and split adjusted open price; not available on index historical prices 114.42
adj_high the dividend and split adjusted high price; not available on index historical prices 114.79
adj_low the dividend and split adjusted low price; not available on index historical prices 111.55
adj_close the dividend and split adjusted close price; not available on index historical prices 112.71
adj_volume the dividend and split adjusted volume; not available on index historical prices 52481151.0

Sample Data

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Prices Lookup

Returns professional-grade historical stock prices for a security or stock market index.
URL: https://api.intrinio.com/prices?identifier=AAPL

Prices Lookup

Returns professional-grade historical stock prices for a security or stock market index.
URL: https://api.intrinio.com/prices.csv?identifier=AAPL

Prices Lookup

Returns professional-grade historical stock prices for a security or stock market index.
Function: =IntrinioHistoricalPrices("AAPL", "close", 0, "", "", "")

Prices Lookup

Not available for this access method

Exchange Prices

Returns professional-grade historical stock prices for all securities traded on a stock exchange for a single specified day. Historical prices are available back to 1996 or the IPO date, with some companies with data back to the 1970s.

Parameters

expand collapse
Name Description Example
identifier The stock market ticker symbol associated with the companies common stock securities or the stock market index. USCOMP
price_date The specified date in which historical stock prices are returned for a stock exchange. 2016-12-30
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Example
ticker the stock exchange ticker symbol as listed on the stock exchange AAB
figi_ticker the OpenFIGI Ticker Symbol AAB:CT
figi the FIGI identifier BBG000D2T2D0
date the date of the stock price historical data 2016-12-30
open the actual observed first traded stock price on the trading date 0.16
high the actual observed highest traded stock price on the trading date 0.16
low the actual observed lowest traded stock price on the trading date 0.155
close the actual observed last trade stock price on the trading date 0.155
volume the actual observed number of shares of stock traded between market participants on the trading date 39000
ex_dividend the non-split adjusted dividend per share on the ex-dividend date 0
split_ratio the split factor on the split date 1
adj_open the dividend and split adjusted open price 0.16
adj_high the dividend and split adjusted high price 0.16
adj_low the dividend and split adjusted low price 0.155
adj_close the dividend and split adjusted close price 0.155

Sample Data

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Exchange Prices Lookup

Returns professional-grade historical stock prices for all securities traded on a stock exchange for a single specified day.
URL: https://api.intrinio.com/prices/exchange?identifier=USCOMP&price_date=2016-12-05

Exchange Prices Lookup

Returns professional-grade historical stock prices for all securities traded on a stock exchange for a single specified day.
URL: https://api.intrinio.com/prices/exchange.csv?identifier=USCOMP&price_date=2016-12-05

Exchange Prices Lookup

Not available for this access method

Securities Search/Screener

Returns security list and information all securities that match the given conditions. The API call credits required for each call is equal to the number of conditions specified.

Parameters

expand collapse
Name Description Example
screener_conditions A list of conditions used to filter the resulting securities. See screener documentation for details on how to construct conditions. pricetoearnings~lt~15
logic The logic of how the conditions are applied. See screener documentation for details on how to use logic with conditions. low_pe AND high_roi
order_column A data tag by which to order the results. -
order_direction
The direction in which to order the results (“asc” for Ascending or “desc” for descending).
Options:
asc
desc
asc
primary_only
Return only primary securities (excluding special securities such as preferred shares)
Options:
true
true
actively_traded
Return only securities that have a stock price in the past 7 days
Options:
true
true
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 20
hide_paging
Hide first row of paging information.
Options:
true
true

Sample Data

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Securities Search/Screener

Returns a list of all securities that match the given conditions
URL: https://api.intrinio.com/securities/search?conditions=pricetoearnings~lt~15

Securities Search/Screener

Returns a list of all securities that match the given conditions
URL: https://api.intrinio.com/securities/search.csv?conditions=pricetoearnings~lt~15

Securities Search/Screener

Not available for this access method

Standardized Financials

Returns professional-grade historical financial data. This data is standardized, cleansed and verified to ensure the highest quality data sourced directly from the XBRL financial statements. The primary purpose of standardized financials are to facilitate comparability across a single company’s fundamentals and across all companiesfundamentals. For example, it is possible to compare total revenues between two companies as of a certain point in time, or within a single company across multiple time periods. This is not possible using the as reported financial statements because of the inherent complexity of reporting standards.

Function: =IntrinioFinancials(identifier, statement, sequence, type, tag, rounding)
Function: =IntrinioFinancials(identifier, statement, fiscal_year, fiscal_period, tag, rounding)
Function: =IntrinioFinancials(identifier, statement, sequence, type, tag, rounding)
Function: =IntrinioFinancials(identifier, statement, fiscal_year, fiscal_period, tag, rounding)

Parameters

expand collapse
Name Description Example
identifier The stock market ticker symbol associated with the companies common stock securities. AAPL
statement
The financial statement requested, options include the income statement, balance sheet, statement of cash flows and calculated metrics and ratios.
Options:
income_statement
balance_sheet
cash_flow_statement
calculations
income_statement
type
The type of periods requested - includes fiscal years for annual data, quarters for quarterly data and trailing twelve months for annual data on a quarterly basis.
Options:
FY
QTR
TTM
YTD
FY
fiscal_year The fiscal year associated with the fundamental. 2017
fiscal_period
The fiscal period associated with the fundamental.
Options:
FY
Q1
Q2
Q3
Q4
Q1TTM
Q2TTM
Q3TTM
Q2YTD
Q3YTD
Q2
date The first fundamental will be the latest as of this specified date. 2018-01-01
tag The specified standardized tag. operatingrevenue
sequence The sequence of the requested fundamental (i.e. 0 is the first available fundamental associated with the fiscal period type. 0
rounding
Round the returned value (actuals, thousands, millions, billions).
Options:
A
K
M
B
A
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 20
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
tag the Intrinio standardized tag of the financial data point operatingrevenue
value the value of the Intrinio tag of the financial data point 233715000000.0

Sample Data

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Standardized Financials

Returns professional-grade historical financial data
URL: https://api.intrinio.com/financials/standardized?identifier=AAPL&statement=income_statement&type=FY&date=2018-01-01

Standardized Financials

Returns professional-grade historical financial data
URL: https://api.intrinio.com/financials/standardized.csv?identifier=AAPL&statement=income_statement&type=FY&date=2018-01-01

Standardized Financials

Returns professional-grade historical financial data
Function: =IntrinioFinancials("AAPL", "income_statement", 0, "FY", "operatingrevenue", "A")

Standardized Financials

Returns professional-grade historical financial data
Function: =IntrinioFinancials("AAPL", "income_statement", 0, "FY", "operatingrevenue", "A")

Standardized Financials

Not available for this access method

Standardized Fundamentals

Returns a list of available standardized fundamentals (fiscal year and fiscal period) for a given ticker and statement.

Function: =IntrinioFinancials(identifier, statement, fiscal_year, fiscal_period, tag, rounding)
Function: =IntrinioFinancials(identifier, statement, sequence, type, tag, rounding)
Function: =IntrinioFinancials(identifier, statement, fiscal_year, fiscal_period, tag, rounding)
Function: =IntrinioFinancials(identifier, statement, sequence, type, tag, rounding)

Parameters

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Name Description Example
identifier The stock market ticker symbol associated with the companies common stock ecurities. AAPL
statement
The financial statement requested, options include the income statement, balance sheet, statement of cash flows and calculated metrics and ratios.
Options:
income_statement
balance_sheet
cash_flow_statement
calculations
income_statement
type
The type of periods requested - includes fiscal years for annual data, quarters for quarterly data and trailing twelve months for annual data on a quarterly basis.
Options:
FY
QTR
TTM
YTD
FY
date The first fundamental will be the latest as of this specified date. 2017-03-02
item
The return value for the fundamental.
Options:
fiscal_year
end_date
start_date
fiscal_period
filing_date
fiscal_year
sequence An integer 0 or greater for calling a single fundamental from the first entry, most recent first. 0
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
fiscal_year the fiscal year of the fundamental 2018
fiscal_period the fiscal period of the fundamental Q1
end_date the last date of the fundamental 2018-07-30
start_date the first date of the fundamental (not available for balance sheets) 2018-09-01

Sample Data

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Standardized Fundamentals

Returns a list of available standardized fundamentals (fiscal year and fiscal period) for a given ticker and statement
URL: https://api.intrinio.com/fundamentals/standardized?identifier=AAPL&statement=income_statement&type=FY

Standardized Fundamentals

Returns a list of available standardized fundamentals (fiscal year and fiscal period) for a given ticker and statement
URL: https://api.intrinio.com/fundamentals/standardized.csv?identifier=AAPL&statement=income_statement&type=FY

Standardized Fundamentals

Returns a list of available standardized fundamentals (fiscal year and fiscal period) for a given ticker and statement
Function: =IntrinioFundamentals("AAPL", "income_statement", "FY", 0, "fiscal_year")

Standardized Fundamentals

Returns a list of available standardized fundamentals (fiscal year and fiscal period) for a given ticker and statement
Function: =IntrinioFundamentals("AAPL", "income_statement", "FY", 0, "fiscal_year")

Standardized Fundamentals

Not available for this access method

Standardized Tags

Returns the standardized tags and labels for a given ticker, statement, and date or fiscal year/fiscal quarter.

Function: =IntrinioTags(identifier, statement, sequence, item)

Parameters

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Name Description Example
statement
The financial statement requested, options include the income statement, balance sheet, statement of cash flows, calculated metrics and ratios, and current data points.
Options:
income_statement
balance_sheet
cash_flow_statement
calculations
current
income_statement
template
The financial statement tag template.
Options:
industrial
financial
industrial
identifier The stock market ticker symbol associated with the companies common stock securities. AAPL
item
The return value for the tag.
Options:
name
tag
parent
factor
balance
type
units
name
sequence An integer 0 or greater for calling a single tag from the first entry, based on order. 0
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 20
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
name the readable name of the tag Operating Revenue
tag the Intrinio standardized tag operatingrevenue
parent the parent Intrinio standardized tag forming the statement relationship with the factor. totalrevenue
factor the operator forming the statement relationship between the child tag (or tags) and the parent. +
balance the accounting balance (debit or credit) of the tag credit
type the nature of the tag, operating or nonoperating operating
units the unit of the tag usd

Sample Data

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Standardized Tags and Labels Lookup

Returns the standardized tags and labels for a given ticker, statement, and date or fiscal year/fiscal quarter.
URL: https://api.intrinio.com/tags/standardized?identifier=AAPL&statement=income_statement

Standardized Tags and Labels Lookup

Returns the standardized tags and labels for a given ticker, statement, and date or fiscal year/fiscal quarter.
URL: https://api.intrinio.com/tags/standardized.csv?identifier=AAPL&statement=income_statement

Standardized Tags and Labels Lookup

Returns the standardized tags and labels for a given ticker, statement, and date or fiscal year/fiscal quarter.
Function: =IntrinioTags("AAPL","income_statement",0,"name")

Standardized Tags and Labels Lookup

Not available for this access method

Reported Financials

Returns the As Reported Financials directly from the financial statements of the XBRL filings from the company.

Function: =IntrinioReportedFinancials(identifier, statement, sequence, type, xbrl_tag, domain_tag)

Parameters

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Name Description Example
identifier The stock market ticker symbol associated with the companies common stock securities. AAPL
statement
The financial statement requested, options include the income statement, balance sheet, statement of cash flows and calculated metrics and ratios.
Options:
income_statement
balance_sheet
cash_flow_statement
calculations
income_statement
type
The type of periods requested - includes fiscal years for annual data, quarters for quarterly data and trailing twelve months for annual data on a quarterly basis.
Options:
FY
QTR
TTM
YTD
FY
xbrl_tag The specified XBRL tag. SalesRevenueNet
domain_tag The specified domain XBRL tag, associated with certain data points on the financial statements that have a dimension associated with the data point. excel
fiscal_year The fiscal year associated with the fundamental. 2015
fiscal_period
The fiscal period associated with the fundamental.
Options:
FY
Q1
Q2
Q3
Q4
Q1TTM
Q2TTM
Q3TTM
Q2YTD
Q3YTD
FY
date The first fundamental will be the latest as of this specified date. 2017-03-02
sequence An integer 0 or greater for calling a single price from the first entry, based on sort order. 0
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
xbrl_tag the reported XBRL tag of the financial data point -
domain_tag the reported domain XBRL tag -
value the value of the XBRL tag of the financial data point -

Sample Data

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As Reported Financials Lookup

Returns the As Reported Financials directly from the financial statements of the XBRL filings from the company.
URL: https://api.intrinio.com/financials/reported?identifier=AAPL&statement=income_statement&fiscal_year=2015&fiscal_period=FY

As Reported Financials Lookup

Returns the As Reported Financials directly from the financial statements of the XBRL filings from the company.
URL: https://api.intrinio.com/financials/reported.csv?identifier=AAPL&statement=income_statement&fiscal_year=2015&fiscal_period=FY

As Reported Financials Lookup

Returns the As Reported Financials directly from the financial statements of the XBRL filings from the company.
Function: =IntrinioReportedFinancials("AAPL", "income_statement", "2015", "FY", "SalesRevenueNet")

As Reported Financials Lookup

Not available for this access method

Reported Fundamentals

Returns a list of available as reported fundamentals (fiscal year, fiscal period, start date, and end date) for a given ticker and statement.

Function: =IntrinioReportedFundamentals(identifier, statement, type, sequence, item)

Parameters

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Name Description Example
identifier The stock market ticker symbol associated with the companies common stock securities. AAPL
statement
The financial statement requested, options include the income statement, balance sheet and statement of cash flows.
Options:
income_statement
balance_sheet
cash_flow_statement
income_statement
type
The type of periods requested - includes fiscal years for annual data, quarters for quarterly data.
Options:
FY
QTR
FY
date The first fundamental will be the latest as of this specified date. 2014-09-28
item
The return value for the fundamental.
Options:
fiscal_year
end_date
start_date
fiscal_period
filing_date
fiscal_year
sequence An integer 0 or greater for calling a single fundamental from the first entry. 0
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
fiscal_year the fiscal year of the fundamental 2017
end_date the last date of the fundamental 2018-07-15
start_date (not available on the balance sheet) the first date of the fundamental 2011-09-15
fiscal_period the fiscal period of the fundamental FY
filing_date 2017-11-03 08:01:37 +0000

Sample Data

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As Reported Fundamentals Lookup

Returns a list of available as reported fundamentals (fiscal year, fiscal period, start date, and end date) for a given ticker and statement.
URL: https://api.intrinio.com/fundamentals/reported?identifier=AAPL&statement=income_statement&type=FY

As Reported Fundamentals Lookup

Returns a list of available as reported fundamentals (fiscal year, fiscal period, start date, and end date) for a given ticker and statement.
URL: https://api.intrinio.com/fundamentals/reported.csv?identifier=AAPL&statement=income_statement&type=FY

As Reported Fundamentals Lookup

Returns a list of available as reported fundamentals (fiscal year, fiscal period, start date, and end date) for a given ticker and statement.
Function: =IntrinioReportedFundamentals("AAPL", "income_statement", "FY", 0, "fiscal_year")

As Reported Fundamentals Lookup

Not available for this access method

Reported XBRL Tags

Returns the As Reported XBRL tags and labels for a given ticker, statement, and date or fiscal year/fiscal quarter.

Function: =IntrinioReportedTags(identifier, statement, fiscal_year, fiscal_period, sequence, item)

Parameters

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Name Description Example
identifier The stock market ticker symbol associated with the companies common stock securities. AAPL
statement
The financial statement requested.
Options:
income_statement
balance_sheet
cash_flow_statement
income_statement
type
The type of periods requested - includes fiscal years for annual data, quarters for quarterly data and trailing twelve months for annual data on a quarterly basis.
Options:
FY
QTR
FY
fiscal_year The fiscal year associated with the fundamental. 2016
fiscal_period
The fiscal period associated with the fundamental.
Options:
FY
Q1
Q2
Q3
FY
date The first fundamental will be the latest as of this specified date. 2018-03-03
item
The return value for the tag.
Options:
name
tag
balance
unit
domain_tag
abstract
sequence
depth
factor
name
sequence An integer 0 or greater for calling a single tag from the first entry, based on order. 0
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
-

Output Fields

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Name Description Example
name the label of the XBRL tag as reported of the financial statement Net sales
tag the XBRL tag of the associated financial data point SalesRevenueNet
balance the accounting balance (debit or credit) of the tag credit
unit the unit type of the XBRL tag usd
domain_tag the specified domain XBRL tag, associated with certain data points on the financial statements that have a dimension associated with the data point -
abstract the type of value; true indicates that the value is a header label and has no associated data value, whereas false indicates that the XBRL tag has an associated value. -
sequence an integer 0 or greater indicating the presentation order of the XBRL tag and label in the financial statement 0
depth an integer 0 or greater indicating the presentation indentation depth of the XBRL tag and label in the financial statement 1

Sample Data

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As Reported XBRL Tags and Labels Lookup

Returns the As Reported XBRL tags and labels for a given ticker, statement, and date or fiscal year/fiscal quarter.
URL: https://api.intrinio.com/tags/reported?identifier=AAPL&statement=income_statement&type=FY&fiscal_year=2016&fiscal_period=FY

As Reported XBRL Tags and Labels Lookup

Returns the As Reported XBRL tags and labels for a given ticker, statement, and date or fiscal year/fiscal quarter.
URL: https://api.intrinio.com/tags/reported.csv?identifier=AAPL&statement=income_statement&type=FY&fiscal_year=2016&fiscal_period=FY

As Reported XBRL Tags and Labels Lookup

Returns the As Reported XBRL tags and labels for a given ticker, statement, and date or fiscal year/fiscal quarter.
Function: =IntrinioReportedTags("AAPL", "income_statement", "2016", "FY", 0, "name")

As Reported XBRL Tags and Labels Lookup

Not available for this access method

Returns company list and information for all companies covered by Intrinio.

Parameters

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Name Description Example
query Used to search for a ticker or bank name to return relevant banks. Morgan
identifier The stock market ticker symbol associated with the company’s common stock. If the company is foreign, use the stock exchange code, followed by a colon, then the ticker. You may request up to 10 tickers at once by separating them with a comma. AAPL
latest_filing_date a date value that returns the list of companies whose latest SEC filing was filed on or after this date 2011-07-15
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 34
hide_paging
Hide first row of paging information.
Options:
true
-

Output Fields

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Name Description Example
ticker the stock market ticker symbol associated with the companies common stock securities AAPL
cik the Central Index Key issued by the SEC, which is the unique identifier all company filings are issued under 0000004281
name the company name in shorter form Alcoa Inc
legal_name the company’s official legal name Alcoa Inc.
lei the Legal Entity Identifier for the company ABPN11VOHLHX6QR7XQ48
hq_address1 the company’s headquarters address line 1 390 Park Avenue
hq_address2 the company’s headquarters address line 2 Suite 200
hq_address_city the company’s headquarters city New York
hq_address_postal_code the company’s headquarters postal code 10022
entity_legal_form the company’s legal organization form INCORPORATED
inc_state the state (US & Canada Only) where the company is incorporated Pennsylvania
inc_country the country where the company is incorporated United States of America
sic the Standard Industrial Classification (SIC) determined by the company filed with the SEC 3350
stock_exchange the Stock Exchange where the company’s common stock is primarily traded NYSE
template the financial statement template used by Intrinio to standardize the as reported data industrial
short_description a one or two sentence description of the company’s operations Alcoa Inc. engages in engineering and manufacturing lightweight metals worldwide.
long_description a one paragraph description of the company’s operations and other corporate actions -
ceo the Chief Executive Officer of the company Klaus-Christian Kleinfeld
company_url the url to the company’s primary corporate website or primary internet property http://www.alcoa.com
business_address the company’s headquarters address 390 PARK AVENUE, NEW YORK, NY 10022-4608
mailing_address the mailing address reported by the company 390 PARK AVENUE, NEW YORK, NY 10022-4608
business_phone_no the phone number reported by the company 2128362732
employees the number of employees working for the company 60000
sector the company’s operating sector Basic Materials
industry_category the company’s operating industry category Metals & Mining
industry_group the company’s operating industry group Aluminum
standardized_active if true, the company has standardized and as reported fundamental data via the Intrinio API; if false, the company has as reported data only. true
securities the securities belonging to this company -

Sample Data

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Companies Master

Returns company list and information for all companies covered by Intrinio.
URL: https://api.intrinio.com/companies

Companies Master

Returns company list and information for all companies covered by Intrinio.
URL: https://api.intrinio.com/companies.csv

Companies Master

Not available for this access method

Company Lookup

Returns a single company's information matching the company identifier.
URL: https://api.intrinio.com/companies?identifier=AAPL

Company Lookup

Returns a single company's information matching the company identifier.
URL: https://api.intrinio.com/companies.csv?identifier=AAPL

Company Lookup

Not available for this access method

Company News

Returns the most recent news stories for a company.

Function: =IntrinioNews(identifier, item, sequence)

Parameters

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Name Description Example
identifier The stock market ticker symbol associated with the company’s common stock. If the company is foreign, use the stock exchange code, followed by a colon, then the ticker. You may request up to 10 tickers at once by separating them with a comma. AAPL
item
The return value for the row.
Options:
ticker
figi_ticker
figi
title
publication_date
summary
url
title
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. -
sequence An integer 0 or greater for calling a single news article from the first entry, most recent first. 0
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
title the title of the article How will Twitter's suitors reap its value?
publication_date the date the article was published 2016-09-25 12:12:33 +0000
url the hyperlink to the article http://www.ft.com/cms/s/8d81a6da-82e6-11e6-8897-2359a58ac7a5,s01=1.html?ftcamp=traffic/partner/feed_headline/us_yahoo/auddev
summary a brief summary of the article Twitter may finally be running out of time. News at the end of last week that Google and cloud software company Salesforce have both held preliminary discussions about a possible acquisition have underlined ...

Sample Data

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Company News Lookup

Returns the most recent news stories for a company.
URL: https://api.intrinio.com/news?identifier=AAPL

Company News Lookup

Returns the most recent news stories for a company.
URL: https://api.intrinio.com/news.csv?identifier=AAPL

Company News Lookup

Returns the most recent news stories for a company.
Function: =IntrinioNews("AAPL", "title", 0)

Company News Lookup

Not available for this access method

Company SEC Filings

Returns the complete list of SEC filings for a company.

Parameters

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Name Description Example
identifier The stock market ticker symbol associated with the company’s common stock. If the company is foreign, use the stock exchange code, followed by a colon, then the ticker. You may request up to 10 tickers at once by separating them with a comma. AAPL
report_type The report type of the filing requested. -
start_date The earliest filing date for which to return filings, in the format. 2017-04-20
end_date The last filing date for which to return filings, in the format. 2017-07-20
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
filing_date the date the filing was submitted to the SEC by the company 2016-09-23
accepted_date the date and time when the filing was submitted to the SEC by the company 2016-09-23 18:33:57 +0000
period_ended the date of the period end for the filing 2016-09-21
accno the SEC unique number for the filing 0001628280-16-019756
report_type the filing report type 4
filing_url the URL to the filing page on the SEC site https://www.sec.gov/Archives/edgar/data/320193/000162828016019756/0001628280-16-019756-index.htm
report_url the URL to the actual report on the SEC site https://www.sec.gov/Archives/edgar/data/320193/000162828016019756/xslF345X03/wf-form4_147467002403491.xml
instance_url the URL for the XBRL filing for the report -

Sample Data

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Company SEC Filings Lookup

Returns the complete list of SEC filings for a company.
URL: https://api.intrinio.com/companies/filings?identifier=AAPL

Company SEC Filings Lookup

Returns the complete list of SEC filings for a company.
URL: https://api.intrinio.com/companies/filings.csv?identifier=AAPL

Company SEC Filings Lookup

Not available for this access method

Latest SEC Filings

Returns a list of all SEC filings recorded within the past 30 days.

Parameters

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Name Description Example
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 4
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 100
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
filing_date the date the filing was submitted to the SEC by the company 2017-04-20
accepted_date the date and time when the filing was submitted to the SEC by the company 2017-04-20 18:24:23 -0700
period_ended the date of the period end for the filing 2017-04-19
accno the SEC unique number for the filing 0001077771-17-000077
report_type the filing report type 4
filing_url the URL to the filing page on the SEC site https://www.sec.gov/Archives/edgar/data/1077771/000107777117000077/0001077771-17-000077-index.htm
report_url the URL to the actual report on the SEC site https://www.sec.gov/Archives/edgar/data/1077771/000107777117000077/xslF345X03/edgardoc.xml
instance_url the URL for the XBRL filing for the report -
ticker the stock market ticker symbol associated with the company’s common stock securities UMPQ
lei the Legal Entity Identifier for the company 549300QGC3EY3EV0NS72
cik the Central Index Key issued by the SEC, which is the unique identifier all company filings are issued under 0000811589

Sample Data

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Latest SEC Filings Master

Returns a list of all SEC filings recorded within the past 30 days.
URL: https://api.intrinio.com/filings

Latest SEC Filings Master

Returns a list of all SEC filings recorded within the past 30 days.
URL: https://api.intrinio.com/filings.csv

Latest SEC Filings Master

Not available for this access method

Bank Branches

Returns a list of bank branches covered by Intrinio.

Parameters

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Name Description Example
ticker The stock market ticker symbol associated with the companies common stock securities. AAPL
rssd_id The bank/bank holding company RSSD ID issued by the Federal Reserve. 480228
uninumber The uninumber is the unique identifier for each bank branch office assigned by the Federal Reserve & the FDIC. 3
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 2
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 100
hide_paging
Hide first row of paging information.
Options:
true
-

Output Fields

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Name Description Example
rssd_id The unique number assigned by the Federal Reserve Board (FRB) to the institution. 480228
bank_name Institution name Bank of America, National Association
uninumber The unique number associated with a specific physical location of a branch. This number remains with this location over time, regardless of ownership. 3
branch_number Numerical reference to identify a branch office within one institution 7636
branch_name Branch name Southington Main Branch
address Physical location of the branch 100 5th Street South
city Reported city in which the branch is located Saint Petersburg"
state The state abbreviation of the location in which the branch is physically located. FL
zip_code The ZIP code associated with the physical address of the branch. 33701
county County name in which the branch is located. United States
state_no The FIPS number of the state in which the branch is physically located. 12
state_and_county_no The state and county FIPS code associated with the specific branch location. 103
central_city Central city based on the reported ZIP code of the branch Saint Petersburg
latitude The lattitude of the branch’s physical location. 27.770275932
longitude The longitude of the branch’s physical location -82.64009368
location_quality The quality of the match of the branch’s physical location to a latitude and longitude with a given projection. M
location_method The method used to arrive at the latitude and longitude of the branch’s physical location. US_Streets
place_num The FIPS MCD (Minor Civil Division) code refers to a subsection of the U.S. Census county subdivision statistics. The county subdivision FIPS includes census data for county divisions, census subareas, minor civil divisions, unorganized territories, and incorporated areas 93042
branch_service_type Code that defines the type of service the branch office provides 11
main_office Main office / branch identifier; true=Main office, false=branch true
msa_no The Metropolitan Statistical Areas (MSABR) are based on the 2010 Census - these areas correspond to the state/county/CBSA relationships as defined by the Census Bureau 45300
msa The Metropolitan Statistical Area name in which the branch is physically located Tampa-St. Petersburg-Clearwater, FL
csa_no The identifying code of a geographic entity consisting of two or more adjacent Core Based Statistical Areas (CBSAs) with employment interchange measures of at least 15 198
csa The name of a geographic entity consisting of two or more adjacent Core Based Statistical Areas (CBSAs) with employment interchange measures of at least 15 -
cbsa_division_no A county or group of counties within a Core Based Statistical Area that contains a core with a population of at least 2.5 million -
cbsa_division The name that corresponds to a code for a county or group of counties within a Core Based Statistical Area that contains a core with a population of at least 2.5 million -
established_on The date that the branch location was established. 1995-11-17
acquired_on The date that a branch was last acquired by another institution -
reported_date The date the bank reported deposits for this branch 2015-06-30
year The year the bank reported deposits for this branch 2015
total_deposits Branch office deposits for the reported date 390047000.0
deposits All recorded deposits for this bank branch -

Sample Data

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Bank Branches Master

Returns a list of all bank branches
URL: https://api.intrinio.com/banks/branches

Bank Branches Master

Returns a list of all bank branches
URL: https://api.intrinio.com/banks/branches.csv

Bank Branches Master

Not available for this access method

Bank Branches Lookup by RSSD ID

Return detailed information about a single bank branch
URL: https://api.intrinio.com/banks/branches?uninumber=384

Bank Branches Lookup by RSSD ID

Return detailed information about a single bank branch
URL: https://api.intrinio.com/banks/branches.csv?uninumber=384

Bank Branches Lookup by RSSD ID

Not available for this access method

Bank Financials

Returns the Bank Financials directly from the financial statements of the call report, UBPR report, and Y-9C XBRL filings from the bank issued with the FDIC.

Function: =IntrinioBankFinancials(identifier, statement, sequence, type, tag, rounding)

Parameters

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Name Description Example
identifier The stock market ticker symbol associated with the companies common stock securities, or the bank/bank holding company RSSD ID issued by the Federal Reserve. 2362074
statement The financial statement requested from the call report, the UBPR report, or the Y-9C report, which can be found from the bank fundamentals end point. RI
date The first fundamental will be the latest as of this specified date. 2018-01-01
sequence The sequence of the requested fundamental (i.e. 0 is the first available fundamental associated with the fiscal period type. 0
type
The type of periods requested - includes fiscal years for annual data, quarters for quarterly data and trailing twelve months for annual data on a quarterly basis.
Options:
FY
QTR
TTM
YTD
FY
tag The specified bank call report, UBPR report, or Y-9C report XBRL tag. RIADA518
fiscal_year The fiscal year associated with the fundamental. 2018
fiscal_period
The fiscal period associated with the fundamental.
Options:
FY
Q1
Q2
Q3
Q4
Q1TTM
Q2TTM
Q3TTM
Q2YTD
Q3YTD
Q4
rounding
Round the returned value (actuals, thousands, millions, billions).
Options:
A
K
M
B
A
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 22
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 58
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
tag the bank call report, UBPR report, or Y-9C report XBRL tag of the financial data point RIAD4056
value the value of the XBRL tag of the financial data point 1503000.0

Sample Data

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Bank Financials Lookup

Function: =IntrinioBankFinancials("2362074", "RI", 0, "FY", "RIADA518", "A")

Bank Financials Lookup

Not available for this access method

Bank Fundamentals

Returns a list of available bank fundamentals (fiscal year, fiscal period, start date, and end date) for a given ticker/rssd_id and statement. Statements are from the bank call reports, UBPR reports, and Y-9C reports filed with the FDIC & Federal Reserve.

Function: =IntrinioBankFundamentals(identifier, statement, type, sequence, item)

Parameters

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Name Description Example
identifier The stock market ticker symbol associated with the companies common stock securities, or the bank/bank holding company RSSD ID issued by the Federal Reserve. 2362074
statement The call report/UBPR/Y-9C financial statement requested. RI
type
The type of periods requested - includes fiscal years for annual data, quarters for quarterly data.
Options:
FY
QTR
YTD
FY
report
Select report for all fundamentals.
Options:
call_report
ubpr
Y9C
Y9C
date The first fundamental will be the latest as of this specified date. 2014-12-31
item
The return value for the fundamental.
Options:
statement_code
end_date
start_date
months
fiscal_year
fiscal_period
report
fiscal_year
sequence An integer 0 or greater for calling a single fundamental from the first entry. 0
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
statement_code the statement code for the financial statement from the report RI
fiscal_year the fiscal year of the fundamental 2015
fiscal_period the fiscal period of the fundamental FY
end_date the last date of the fundamental 2015-12-1
start_date (not available on the balance sheet) the first date of the fundamental 2015-12-31
report the report the financial statement is sourced from, corresponding with the statement_code call_report

Sample Data

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Bank Fundamentals Lookup

Returns a list of bank fundamentals information matching the given filters
URL: https://api.intrinio.com/fundamentals/banks?identifier=2362074&statement=RI&type=FY

Bank Fundamentals Lookup

Returns a list of bank fundamentals information matching the given filters
URL: https://api.intrinio.com/fundamentals/banks.csv?identifier=2362074&statement=RI&type=FY

Bank Fundamentals Lookup

Returns a list of bank fundamentals information matching the given filters
Function: =IntrinioBankFundamentals("2362074", "RI", "FY", 0, "fiscal_year")

Bank Fundamentals Lookup

Not available for this access method

Bank Holding Companies

Returns a list of bank holding companies covered by Intrinio.

Parameters

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Name Description Example
query Used to search for a ticker or bank name to return relevant banks. Morgan
ticker The stock market ticker symbol associated with the companies common stocksecurities. TSLA
rssd_id The bank/bank holding company RSSD ID issued by the Federal Reserve. -
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
rssd_id High Regulatory Holder, The unique number assigned by the Federal Reserve Board to the regulatory high holding company of the institution. 1139523
name Bank Holding Company (Regulatory Top Holder), Regulatory top holder is assigned by the Federal Reserve Board based on ownership and control percentages. Jpmorgan Chase & Co.
city City of High Holder, City in which the headquarters of the institution’s regulatory high holder are physically located. New York
state Regulatory holding company state location, State location of the regulatory high holding company (either direct or indirect owner). NY
banks List of banks under this holding company. -

Sample Data

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Bank Holding Companies Master

Returns information for all bank holding companies covered by Intrinio.
URL: https://api.intrinio.com/banks/holding_companies

Bank Holding Companies Master

Returns information for all bank holding companies covered by Intrinio.
URL: https://api.intrinio.com/banks/holding_companies.csv

Bank Holding Companies Master

Not available for this access method

Bank Holding Companies Lookup

Returns information for a single bank holding company.
URL: https://api.intrinio.com/banks/holding_companies?rssd_id=1039502

Bank Holding Companies Lookup

Returns information for a single bank holding company.
URL: https://api.intrinio.com/banks/holding_companies.csv?rssd_id=1039502

Bank Holding Companies Lookup

Not available for this access method

Bank XBRL Tags

Returns the Bank XBRL tags and labels for a given ticker/RSSD ID, statement, and date or fiscal year/fiscal quarter.

Function: =IntrinioBankTags(idenfifier, statement, sequence, item)

Parameters

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Name Description Example
identifier The stock market ticker symbol associated with the companies common stock securities, or the bank/bank holding company RSSD ID issued by the Federal Reserve. 2362074
statement The financial statement requested from the call report, the UBPR report or Y-9C report, which can be found from the bank fundamentals end point. RI
fiscal_year The fiscal year associated with the fundamental. 2015
fiscal_period
The fiscal period associated with the fundamental.
Options:
FY
Q1
Q2
Q3
Q4
Q1TTM
Q2TTM
Q3TTM
Q2YTD
Q3YTD
FY
item
The return value for the tag.
Options:
name
tag
unit
sequence
depth
abstract
name
sequence An integer 0 or greater for calling a single tag from the first entry. 0
page_number An integer greater than or equal to 1 for specifying the page number or the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
name the label of the XBRL tag as reported of the financial statement Schedule RI - Income Statement
tag the XBRL tag of the associated financial data point RI
unit the unit type of the XBRL tag String
abstract the type of value - true indicates that the value is a header label and has no associated data value, whereas false indicates that the XBRL tag has an associated value. true
sequence an integer 0 or greater indicating the presentation order of the XBRL tag and label in the financial statement 1
depth an integer 0 or greater indicating the presentation indentation depth of the XBRL tag and label in the financial statement 1

Sample Data

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Bank XBRL Tags

Returns the Bank XBRL tags and labels matching the given paramters.
URL: https://api.intrinio.com/tags/banks?identifier=2362074&statement=RI&fiscal_year=2015&fiscal_period=FY

Bank XBRL Tags

Returns the Bank XBRL tags and labels matching the given paramters.
URL: https://api.intrinio.com/tags/banks.csv?identifier=2362074&statement=RI&fiscal_year=2015&fiscal_period=FY

Bank XBRL Tags

Returns the Bank XBRL tags and labels matching the given paramters.
Function: =IntrinioBankTags("2362074", "RI", 0, "name")

Bank XBRL Tags

Not available for this access method

Returns a list of banks covered by Intrinio.

Parameters

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Name Description Example
query Used to search for a ticker or bank name to return relevant banks. Morgan
ticker The stock market ticker symbol associated with the companies common stock securities. TSLA
rssd_id The bank/bank holding company RSSD ID issued by the Federal Reserve. -
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
rssd_id Federal Reserve ID Number, A unique number assigned by the Federal Reserve board as the entity’s unique identifier 480228
name Institution name, The legal name of the institution C1 Bank
fdic_certificate_number FDIC Certificate Number, A unique NUMBER assigned by the FDIC used to identify institutions and for the issuance of insurance certificates 34092
form31_filer FFIEC Call Report 31 Filer, A flag (true,false) that indicates whether and institution filed an FFIEC 031 Call Report. Commercial banks with domestic and foreign offices are required to file such a report. true
address Physical Street Address, Street address at which the institution or one of its branches is physically located 1111 Polaris Parkway
city City, City in which an institution’s headquarters or one of its branches is physically located. Either the entire name or part of the name of a specific city may be entered to produce an Institution List Columbus
state State Name, State in which the the institution is physically located. The FDIC Act defines state as any State of the United States, the District of Columbia, and any territory of the United States, Puerto Rico, Guam, American Samoa, the Trust Territory of the Pacific Islands, the Virgin Island, and the Northern Mariana Islands Ohio
zip_code Zip Code,The first three, four, or five digits of the full postal zip code representing physical location of the institution or its branch office 43240
county County, County where the institution is physically located (abbreviated if the county name exceeds 16 characters) Delaware
state_and_county_no State and county number, A five digit number representing the state and county in which the institution is physically located. The first two digits represent the FIPS state numeric code and the last three digits represent the FIPS county numeric code 39041
state_no State Alpha code, State in which the the headquarters are physically located. 39
url Primary Internet Web Address, The primary internet web address is the public internet site obtained from the most recent FFIEC Call Report http://www.jpmorganchase.com
total_branches Offices, A branch/office is any location, or facility, of a financial institution, including its main office, where deposit accounts are opened, deposits are accepted, checks paid, and loans granted 5446
domestic_branches Number of Domestic Offices, The number of domestic offices (including headquarters) operated by active institutions in the 50 states of the U.S.A. 5344
foreign_branches Number of Foreign Offices, The number of foreign offices (outside the U.S.) operated by the institution. 197
asset_concentration Name associated with the numeric indicator (SPECGRP) of an institution’s primary specialization in terms of asset concentration International Specialization
asset_concentration_no Asset Concentration Hierarchy, An indicator of an institution’s primary specialization in terms of asset concentration 3
occ_charter_number OCC Charter Number, A unique number assigned by the Office of the Comptroller of the Currency (OCC) used to identify institutions that it has chartered and regulates (i.e. national banks). 8
fdic_geo_region_no FDIC Geographic Region, The FDIC Office assigned to the geographic area. 9
fdic_supervisory_region FDIC Supervisory Region, The supervisory FDIC office assigned to the institution. Chicago
fdic_supervisory_region_no A numeric value associated with the name of an FDIC supervisory region 16
frb_district FDICSUPV, Federal Reserve District, “The supervisory FDIC office assigned to the institution. There are twelve Federal Reserve Districts, with two Districts serving one state in some instances. 4
frb_district_no Federal Reserve ID Number, A number used to identify the Federal Reserve district in which the institution is located. 3
ots_district_no OTS District, Office of Thrift Supervision (OTS) District 3
ots_district Office of Thrift Supervision Region, Prior to 7/21/11, the Office of Thrift Supervision (OTS) Region in which the institution is physically located. Washington
occ_district_no Office of the Comptroller, The Office of the Comptroller of the Currency (OCC) District in which the institution is physically located. 3
regulator Regulator, There are three Federal regulators of banks and savings and loan institutions- FDI, FRB, OCC OCC
state_charter State Charter, A flag (true;false) that indicates if an institution is state chartered. -
federal_charter Federal charter flag, A flag used to indicate whether the institution is chartered by an agent of the federal government. true
fdic_field_office FDIC Field Office, The FDIC Field Office where an institution is physically located. Columbus
bank_class Bank Charter Class, A classification code assigned by the FDIC based on the institution’s charter type (commercial bank or savings institution), charter agent (state or federal), Federal Reserve membership status (Fed member, Fed nonmember) and its primary federal regulator (state chartered institutions are subject to both federal and state supervision) N
chartering_agency Chartering Agency, All Chartering Agencies - State and Federal Comptroller of the Currency. OCC
conservatorship CONSERVE, Conservatorship, A flag (1=yes;0=no) that indicates if an institution is being operated in government conservatorship. -
interstate_branches Interstate Branches, A “yes” indicates that an institution has branches that can accept FDIC-insured deposits in more than one state. The FDIC Act defines state as any State of the United States, the District of Columbia, and any territory of the United States, Puerto Rico, Guam, American Samoa, the Trust Territory of the Pacific Islands, the Virgin Island, and the Northern Mariana Islands. true
s_corp Subchapter S Corporations, Banks are required to indicate on the Call Report whether there is currently in effect an election to file under Subchapter S. -
trust_fiduciary_services Trust Powers, A flag used to indicate an institution’s Trust Powers Granted status. False = No Trust Power Granted True = Trust Power Granted true
community_bank FDIC community banks are identified based on criteria defined in the FDIC Community Banking Study -
cmsa_no Consolidated Metropolitan Statistical Division Number, The numeric code given by the US Census Bureau office of Management and Budget -
cmsa Consolidated Metropolitan Statistical Area, The Federal Information Processing Standards (FIPS) Consolidated Metropolitan Statistical Area (CMSA) code is a number representing the institution location -
msa_no Metropolitan Statistical Area Number, The Metropolitan Statistical Area Number (MSA_NO) in which the institution is physically located 1840
msa Metropolitan Statistical Area (MSA), The Metropolitan Statistical Areas based on Census Bureau data, as defined by the US Office of Management (OMB) prior to the year 2000 Columbus, OH
csa_no Numeric Code for the Combined Statistical Area, The numeric code that the U.S. Census Bureau Office of Management and Budget assigns for the combined statistical area (CSA) per the 2000 standards 198
csa Name of the Combined Statistical Area, The name associated with the numeric code that the U.S. Census Bureau Office of Management and Budget assigns for the combined statistical area (CSA) per the 2000 standards Columbus-Marion-Zanesville, OH
cbsa_no Numeric Code for the Core Based Statistical Area, The numeric code that the U.S. Census Bureaus Office of Management and Budget assigns for the CBSA 18140
cbsa Name of the Core Based Statistical Area, The name associated with the numeric code that the U.S. Census Bureau Office of Management and Budget assigns for the CBSA Columbus, OH
cbsa_metro_no Numeric code assigned by the U.S. Census Bureau’s Office of Management and Budget for a metropolitan area within a CBSA 18140
cbsa_metro Name associated with the numeric code that the U.S. Census Bureau’s Office of Management and Budget assigns for the metropolitan areas within a CBSA; are now also the basis for Metropolitan Statistical Areas (MSAs) Columbus, OH
cbsa_division_no Core Based Statistical Division Number, The numeric code given by the US Census Bureau office of Management and Budget -
cbsa_division Name of the Core Based Statistical Division, The name associated with the numeric code given by the US Census Bureau office of Management and Budget (2000 standards) that represents the core based statistical division (CBSADIV) -
last_update Last update, The date of the last data update 2015-09-24
last_structural_change Last Structure Change Process Date, A date field indicating the date that a change to this record was processed 2015-08-31
established_on Established Date, The date on which the institution began operations 1824-01-01
deposit_insurance_date Date of Deposit Insurance, The date that an institution obtained federal deposit insurance 1934-01-01
active Active, True=Institutions who remain open currently, False=Institutions that are currently closed but were once insured by the FDIC true

Sample Data

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Banks Master

Returns bank list and information for all banks covered by Intrinio.
URL: https://api.intrinio.com/banks

Banks Master

Returns bank list and information for all banks covered by Intrinio.
URL: https://api.intrinio.com/banks.csv

Banks Master

Not available for this access method

Banks Lookup

Returns bank information for a single bank with the given parameters.
URL: https://api.intrinio.com/banks?rssd_id=2362074

Banks Lookup

Returns bank information for a single bank with the given parameters.
URL: https://api.intrinio.com/banks.csv?rssd_id=2362074

Banks Lookup

Not available for this access method

Security Corporate Actions

Returns all corporate actions for a security. Events 45+ types of corporate actions such as: Announcements and Annual Shareholder Meetings, Ex-date, Dividend pay date, Splits, Buy Backs, M&A and Takeovers, Bankruptcies and much more.

Parameters

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Name Description Example
identifier The identifier for the specified security. AAPL
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10

Output Fields

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Name Description Example
event_id A unique event identifier 1030388
event_code The event code DIV
data_data Dynamic values relating to dates in the event -
rate_date Dynamic values relating to rates in the event -
field_data Dynamic values relating to fields in the event -

Sample Data

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Security Corporate Actions Lookup

Returns all coporate actions for a security.
URL: https://api.intrinio.com/securities/corporate_actions?identifier=AAPL

Security Corporate Actions Lookup

Not available for this access method

Stock Exchange Corporate Actions

Returns all corporate actions for all securities listed on a specified stock exchange. A subscription to the EDI Corporate Actions Data Feed for a specific country will permit access to all stock exchanges in that country (ie, US includes NASDAQ, NYSE, BATS). Events 45+ types of corporate actions such as: Announcements and Annual Shareholder Meetings, Ex-date, Dividend pay date, Splits, Buy Backs, M&A and Takeovers, Bankruptcies and much more.

Parameters

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Name Description Example
identifier The stock market ticker symbol associated with the companies common stock securities or the stock market index. ^XNYS
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 5

Output Fields

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Name Description Example
ticker The stock exchange ticker symbol as listed on the stock exchange TSLA
figi_ticker The OpenFIGI Ticker Symbol ABC:CN
figi The FIGI identifier BBG000C961K5
event_id A unique event identifier 1030388
event_code The event code DIV
data_data Dynamic values relating to dates in the event -
rate_date Dynamic values relating to rates in the event -
field_data Dynamic values relating to fields in the event -

Sample Data

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Stock Exchange Corporate Actions

Returns all corporate actions for all securities listed on a specified stock exchange.
URL: https://api.intrinio.com/stock_exchanges/corporate_actions?identifier=^XNYS

Stock Exchange Corporate Actions

Not available for this access method

Returns a list of currencies for which prices are available.

Parameters

expand collapse
Name Description Example
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Example
code ISO 4217 currency code AUD
name Currency name Dollar
country Country in which currency is used Australia

Sample Data

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Currency Master

Returns a list of currencies for which prices are available.
URL: https://api.intrinio.com/currencies

Currency Master

Returns a list of currencies for which prices are available.
URL: https://api.intrinio.com/currencies.csv

Currency Master

Not available for this access method

Currency Pairs

Returns a list of currency pairs used to request foreign exchange market (forex) price data. The currency that is used as the reference is called quote currency and the currency that is quoted in relation is called the base currency. For example, in the pair code “EURGBP” with a price of 0.88, one Euro (base currency) can be exchanged for 0.88 British Pounds (quote currency).

Parameters

expand collapse
Name Description Example
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
code The code of the currency pair used for the currency_prices endpoint EURUSD
base_currency ISO 4217 currency code of the base currency EUR
quote_currency ISO 4217 currency code of the quote currency USD

Sample Data

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Currency Pairs Master

Returns a list of currency pairs used to request foreign exchange market (forex) price data.
URL: https://api.intrinio.com/currency_pairs

Currency Pairs Master

Returns a list of currency pairs used to request foreign exchange market (forex) price data.
URL: https://api.intrinio.com/currency_pairs.csv

Currency Pairs Master

Not available for this access method

Currency Prices

Provides a list of price quotes for a given currency pair and timeframe.

Parameters

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Name Description Example
pair The currency trading pair. EURUSD
timeframe
The time interval for the quotes.
Options:
m1
m5
m15
m30
H1
H2
H3
H4
H6
H8
D1
W1
M1
D1
start_date Return quotes on or after this date. 2017-06-01
start_time Return quotes at or after this time (24-hour, UTC). -
end_date Return quotes on or before this date. 2017-06-30
end_time Return quotes at or before this time (24-hour, UTC). -
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
sort_order
The order of the price quotes.
Options:
asc
desc
asc
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
date The date and time of the beginning of the timeframe (in UTC). The open prices would be at this time, while close prices would be at this time plus the timeframe. 2018-07-19 21:00:00 UTC
open_bid Open bid 0.87962
high_bid High bid 0.88137
low_bid Low bid 0.87582
close_bid Close bid 0.87591
open_ask Open Ask 0.87972
high_ask High Ask 0.88151
low_ask Low Ask 0.87646
close_ask Close Ask 0.87733
total_ticks Total Ticks 199438

Sample Data

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Currency Prices Lookup

Provides a list of price quotes for a given timeframe, currency pair, and optional start and end date.
URL: https://api.intrinio.com/currency_prices?pair=EURUSD&timeframe=D1

Currency Prices Lookup

Provides a list of price quotes for a given timeframe, currency pair, and optional start and end date.
URL: https://api.intrinio.com/currency_prices.csv?pair=EURUSD&timeframe=D1

Currency Prices Lookup

Not available for this access method

EPS Surprises

Returns earnings surprise data for a given security or for all securities an earnings report date.

Parameters

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Name Description Example
identifier An identifier for the company or security, including the ticker symbol, FIGI, SEC CIK ID. AAPL
earnings_date A specified date to return earnings for all securities on that date. 2017-02-12
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 1
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 5
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
ticker the stock market ticker symbol associated with the companies common stock securities A
figi_ticker the OpenFIGI ticker symbol A:UN
figi the OpenFIGI identifier BBG000C2V541
fiscal_year the company’s fiscal year for the reported period 2015
fiscal_quarter the company’s fiscal quarter for the reported period Q4
calendar_year the closest calendar year for the company’s fiscal year 2015
calendar_quarter the closest calendar quarter for the company’s fiscal year Q4
actual_reported_date actual report date for the earnings release 2017-01-31
actual_reported_time actual report time for the earnings release 59400
actual_reported_code the code cooresponding to the earnings release BTO = BEFORE THE OPEN | DTM = DURING THE MARKET | AMC = AFTER MARKET CLOSE AMC
actual_reported_desc the description for the type of earnings release AFTER
eps_actual the actual Non-GAAP EPS figure released by the company, interpreted by Zacks. 3.36
eps_actual_zacks_adj the adjustments Zacks made to get to Non-GAAP EPS to reconcile with GAAP EPS. 0
eps_mean_estimate the pre-earnings release mean EPS estimate for the company 3.22
eps_count_estimate the pre-earnings release number of estimates by analysts 15
eps_std_dev_estimate the pre-earnings release standard deviation of EPS estimates 0.08
eps_amount_diff EPS surprise amount difference 0.14
eps_percent_diff EPS surprise percent difference 0.0435

Sample Data

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EPS Surprises Security Lookup

Returns EPS surprises for the security matching the given identifier.
URL: https://api.intrinio.com/securities/surprises/eps?identifier=AAPL

EPS Surprises Security Lookup

Returns EPS surprises for the security matching the given identifier.
URL: https://api.intrinio.com/securities/surprises/eps.csv?identifier=AAPL

EPS Surprises Security Lookup

Not available for this access method

EPS Surprises Date Lookup

Returns EPS surprises on the given date.
URL: https://api.intrinio.com/securities/surprises/eps?earnings_date=2018-06-20

EPS Surprises Date Lookup

Returns EPS surprises on the given date.
URL: https://api.intrinio.com/securities/surprises/eps.csv?earnings_date=2018-06-20

EPS Surprises Date Lookup

Not available for this access method

ETF Current Holdings

Return the current holdings of an exchange traded fund.

Parameters

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Name Description Example
identifier The identifier of an exchange traded fund (ticker, CUSIP, ISIN, RIC). IGM

Output Fields

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Name Description Example
as_of_date As Of Date 2018-04-05
name Constituent Name MARATHON PETROLEUM CORP
type Constituent Type EQUI
ticker Constituent Ticker MPC
figi_ticker the OpenFIGI ticker MPC:US
composite_figi the OpenFIGI composite identifier BBG001DCCGR8
cusip CUSIP is an acronym that refers to Committee on Uniform Security Identification Procedures and the nine-digit, alphanumeric CUSIP numbers that are used to identify securities, including municipal bonds. A CUSIP number, similar to a serial number, is assigned to each maturity of a municipal security issue. 56585A102
isin International Securities Identification Number US56585A1025
ric Reuters instrument code -
sedol Stock Exchange Daily Official List, a list of security identifiers used in the United Kingdom and Ireland for clearing purposes. The numbers are assigned by the London Stock Exchange, on request by the security issuer. SEDOLs serve as the National Securities Identifying Number for all securities issued in the United Kingdom and are therefore part of the security’s ISIN as well B3K3L40
identifier Identifier B3K3L40
identifier_type Identifier Type SEDOL
iso_market_identifier_code Iso Market Identifier Code -
currency Currency AUD
index_provider_code Index Provider Code -
industry_group Industry Group -
location Location US
face Face 0
coupon Coupon 0
market_value_held Market Value Held 0
notional_value Notional Value 0
maturity Maturity -
quantity_held Quantity Held 0
weighting Weighting 0.0779
quantity_units Quantity Units -
quantity_per_share Quantity Per Share 0
contract_expiry_date Contract Expiry Date 2018-07-15

Sample Data

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ETF Current Holdings

Return the current holdings of an exchange traded fund
URL: https://api.intrinio.com/etfs/holdings/current?identifier=IGM

ETF Current Holdings

Return the current holdings of an exchange traded fund
URL: https://api.intrinio.com/etfs/holdings/current.csv?identifier=IGM

ETF Current Holdings

Not available for this access method

Current ETF Analytics

Returns the most-recent analytics for an exchange traded fund.

Parameters

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Name Description Example
identifier The identifier of an exchange traded fund (ticker, CUSIP, ISIN, RIC). IGM

Output Fields

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Name Description Example
date Date 2018-04-05
week52_high 52-week High 9.975
week52_low 52-week Low 10.04
volume_traded Volume Traded 583572
average_daily_volume_one_month Average Daily Volume One Month 731753
average_daily_volume_three_month Average Daily Volume Three Month 706964
average_daily_volume_six_month Average Daily Volume Six Month 805993
market_cap Market Capitalization -
shares_outstanding Shares Outstanding 10415600

Sample Data

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Current ETF Analytics Lookup

Returns the most-recent analytics data for an exchange traded fund.
URL: https://api.intrinio.com/etfs/prices/current?identifier=IGM

Current ETF Analytics Lookup

Returns the most-recent analytics data for an exchange traded fund.
URL: https://api.intrinio.com/etfs/prices/current.csv?identifier=IGM

Current ETF Analytics Lookup

Not available for this access method

ETF Current Stats

Returns the most-recent stats and metrics data for an exchange traded fund.

Parameters

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Name Description Example
identifier The identifier of an exchange traded fund (ticker, CUSIP, ISIN, RIC). IGM

Output Fields

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Name Description Example
date Date of the stats/metrics 2018-04-05
beta_vs_spy Beta vs SPY -0.335626
five_year_annualized_return_split_and_dividend Five Year Annualized Return Split And Dividend -0.19031
five_year_annualized_return_split_only Five Year Annualized Return Split Only -0.228169
five_year_volatility_annualized Five Year Volatility Annualized 0.473887
inception_annualized_return_split_and_dividend Inception Annualized Return Split And Dividend -0.204625
inception_annualized_return_split_only Inception Annualized Return Split Only -0.204625
nav Net Asset Value 11.35
one_month_return_split_and_dividend One Month Return Split And Dividend -0.028181
one_month_return_split_only One Month Return Split Only 0.0391791
one_year_return_split_and_dividend One Year Return Split And Dividend 0.0715631
one_year_return_split_only One Year Return Split Only 0.310588
one_year_volatility_annualized One Year Volatility Annualized 0.365743
ten_year_annualized_return_split_and_dividend Ten Year Annualized Return Split And Dividend -
ten_year_annualized_return_split_only Ten Year Annualized Return Split Only -
three_year_annualized_return_split_and_dividend Three Year Annualized Return Split And Dividend -0.0145072
three_year_annualized_return_split_only Three Year Annualized Return Split Only -0.0167759
three_year_volatility_annualized Three Year Volatility Annualized 0.397867
y1_return_split_and_dividend Y1 Return Split And Dividend -0.692786
y1_return_split_only Y1 Return Split Only -0.692786
y2_return_split_and_dividend Y2 Return Split And Dividend -0.127527
y2_return_split_only Y2 Return Split Only -0.127527
y3_return_split_and_dividend Y3 Return Split And Dividend -0.343137
y3_return_split_only Y3 Return Split Only -0.343137
y4_return_split_and_dividend Y4 Return Split And Dividend 0.134328
y4_return_split_only Y4 Return Split Only 0.134328
y5_return_split_and_dividend Y5 Return Split And Dividend 0.332536
y5_return_split_only Y5 Return Split Only 0.332536
ytd_return_split_and_dividend YTD Return Split And Dividend 0.021544
ytd_return_split_only YTD Return Split Only 0.021544

Sample Data

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ETF Current Stats

Returns the most-recent stats and metrics data for an exchange traded fund.
URL: https://api.intrinio.com/etfs/stats/current?identifier=IGM

ETF Current Stats

Returns the most-recent stats and metrics data for an exchange traded fund.
URL: https://api.intrinio.com/etfs/stats/current.csv?identifier=IGM

ETF Current Stats

Not available for this access method

ETF Metadata

Returns detailed information and classifications on exchange traded funds.

Parameters

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Name Description Example
identifier The identifier of an exchange traded fund (ticker, CUSIP, ISIN, RIC). IGM
exchange The stock exchange code (mic), to specify the exchange for the returned list of exchange traded funds. -
query A string query search of security name or ticker symbol with the returned results being the relevant securities in compacted list format. -
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. -
hide_paging
Hide first row of paging information.
Options:
true
-

Output Fields

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Name Description Example
name VelocityShares 3x Long Gold ETN linked to the S&P GSCI Gold Index
ticker UGLD
figi_ticker UGLD:US
share_class_figi -
ric UGLD.P
cusip 22542D688
isin US22542D6884
sedol B757T29
exchange_mic XNAS
sponsor Velocity Shares
type Global Commodities & Metals
description The VelocityShares 3x Long Gold ETNs linked to the S&P GSCI Gold Index ER (the “ETNs”) are senior, unsecured obligations of Credit Suisse AG (“Credit Suisse”) acting through its Nassau branch...
inception_date 2011-10-14
data_change_date 2017-06-30
close_date -
data_status A
is_live_listed true
legal_structure ETN
intraday_nav_ticker -
management_fees -
distribution_fees -
other_fund_expenses -
gross_expense_ratio -
fee_waivers -
net_expense_ratio 0.0135
asset_class Commodities & Metals
other_asset_types -
market_cap_range -
us_market_cap_coverage -
ex_sp500 -
holds_only_nyse_stocks -
holds_only_nasdaq_stocks -
growth_value_tilt -
growth_type -
value_type -
sector -
industry_group -
industry -
sub_industry -
cross_sector_theme -
natural_resources_type -
ex_financials -
ex_technology -
us_or_ex_us Global
developed_emerging Funds Combining Developed & Emerging Exposure
specialized_region -
continent -
latin_america_sub_group -
europe_sub_group -
asia_sub_group -
specific_country -
china_listing_location -
us_state -
real_estate -
index_weighting_scheme Other Weighting
market_cap_weighting_type -
fundamental_weighting_type -
dividend_weighting_type -
bond_type -
government_bond_types -
municipal_bond_region -
municipal_vrdo -
mortgage_bond_types -
bond_tax_status -
credit_quality -
average_maturity -
specific_maturity_year -
bond_currency_denomination -
laddered -
zero_coupon -
floating_rate -
build_america_bonds -
commodity_types Gold / Metals
energy_type -
agricultural_type -
metal_type Gold
inverse_leveraged Leveraged (3x)
target_date_multi_asset_type -
currency_hedged -
currency_pair -
social_environmental_type -
clean_energy_type -
dividend_type -
regular_dividend_payor_type -
holds_ml_ps -
holds_preferred_stock -
holds_closed_end_funds -
quant_strategies_type -
other_quant_models -
hedge_fund_type -
derivatives_based Derivatives Based
holds_ad_rs -
index_linked Passive
distribution_frequency -
includes_short_exposure -
index_name -
parent_index S&P GSCI Total Return Index
index_family S&P GSCI Commodity Indices
broader_index_family S&P Commodity Indices
index_provider S&P DJ Indices
fund_family VelocityShares Metal ETN
index_ticker SPGSGCP
etn_issuing_bank Credit Suisse
etn_maturity_date 2031-10-14
livestock -
dynamic_futures_roll -
index_provider_code SPDJINDICES
single_category_designation Leveraged / Inverse
registered_countries United States
issuing_entity -
issuing_entity_country_code US
ucits -
replication_structure Synthetic
domicile US
base_currency USD
listing_currency USD
fund_listing_date 2011-10-14
listing_country_code US
primary_ticker UGLD:US
primary_ticker_country_code US
primary_listing_region US
listing_region US
smartvs_traditional_beta Leveraged/Inverse
smartvs_traditional_beta_level2 Leveraged/Inverse
income_category -
interest_rate_hedged -
etp_structure_type ETN
month_end_assets 91.245
firstbridge_id Vendor ID for the ETF -
firstbridge_parent_id Vendor ID for the ETF that is the parent of this ETF -

Sample Data

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ETF Master

Returns detailed information and classifications on all exchange traded funds traded on the given exchange.
URL: https://api.intrinio.com/etfs?exchange=XNAS

ETF Master

Returns detailed information and classifications on all exchange traded funds traded on the given exchange.
URL: https://api.intrinio.com/etfs.csv?exchange=XNAS

ETF Master

Not available for this access method

ETF Lookup

Returns detailed information and classifications on an exchange traded fund matching the given identifier.
URL: https://api.intrinio.com/etfs?identifier=IGM

ETF Lookup

Returns detailed information and classifications on an exchange traded fund matching the given identifier.
URL: https://api.intrinio.com/etfs.csv?identifier=IGM

ETF Lookup

Not available for this access method

Executive Compensation

Returns a list of all historical compensation data for an executive at a specified company. Compensation data includes all cash and salary payments, bonuses, stock options, pension benefits and more.

Parameters

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Name Description Example
identifier The Intrinio executive identifier. @MUSK_65276
company The identifier for the specified security or company to which the executive belongs. Tesla Inc.
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
job_title the job title of the executive at the company. Chairman, Product Architect and Chief Executive Officer
company the name of the company. Tesla Inc.
ticker the company’s ticker symbol. TSLA
figi_ticker the company security’s FIGI ticker. TSLA:US
figi the FIGI identifier for the company security’s. BBG000N9MNX3
compensation_year the fiscal year of the executive’s compensation package. 2016
proxy_year the proxy when the compensation is disclosed. 2017
meeting_date the date of the Board of Directors meeting where the executives compensation package was determined. 2017-06-06
cash_paid the amount of cash paid out to the executive not considered a salary or bonus. -
salary the established salary of the executive. 45936
bonus the bonus for the executive. -
stock_awards the total value of all stock grants. -
option_awards the total value of all option grants at their fair market value. -
pension_nqdc the value of pension benefit contributions. nulll
non_eqty_incentive_plan the value of any non-equity incentive plan benefits. -
all_other_compensation the value of all other compensation not otherwise accounted for in the other categories. -
total_summary the total value of all compensation for the fiscal year. 37584
currency_denomination the currency denomination- Absolute | Thousands | Millions. Absolute
currency the currency of the compensation for the executive. USD
director_compensation a boolean, representing whether the compensation includes or is exclusively for a directorship. -

Sample Data

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Company Executive Compensation Lookup

Returns a list of all historical compensation data for an executive at a specified company.
URL: https://api.intrinio.com/executives/compensations?identifier=@MUSK_65276

Company Executive Compensation Lookup

Returns a list of all historical compensation data for an executive at a specified company.
URL: https://api.intrinio.com/executives/compensations.csv?identifier=@MUSK_65276

Company Executive Compensation Lookup

Not available for this access method

Executive Contacts

Returns a list of all information for an executive and their related companies. Information includes the unique Intrinio executive company identifier, and detailed contact information for the executive at a specified company.

Parameters

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Name Description Example
identifier The Intrinio executive identifier. @MUSK_65276
company The identifier for the specified security or company to which the executive belongs. TSLA
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
identifier the Intrinio executive company identifier. @MUSK_51244-TSLA:US
company The name of the company. Tesla Inc.
job_title The job title of the executive at the company. Chairman, Product Architect and Chief Executive Officer
effective_date The effective date of the executive’s current job. 2018-07-15
ticker The company’s ticker symbol. TSLA
figi_ticker The company security’s FIGI ticker. TSLA:US
figi The FIGI identifier for the company security’s. BBG000N9MNX3
type The type of company, such as Public Company or Private Company. Public Company
sic The Standard Industrial Classification of the company. Motor Vehicles & Passenger Car Bodies
cik The Central Index Key of the company with the SEC. 0001318605
incorporated_country The country where the company is incorporated. United States
address_line_1 The company’s address, first line. 3500 Deer Creek Rd.
address_line_2 The company’s address, second line. -
city The city where the company is headquartered. Palo Alto
state The state where the company is headquartered. CA
zip The zip code of the company’s headquarter’s. 94304
country_name The country where the company is headquartered. United States
main_phone The main phone number of the company’s executive. 650-681-5000
direct_no The direct phone number of the company’s executive. -
direct_extn The direct phone number extension of the company’s executive. nulll
dept_no The department’s phone number of the company’s executive. -
dept_extn The department’s phone number extension of the company’s executive. -
fax The fax number of the company’s executive. -
fax_extn The fax number extension of the company’s executive. -
email The email address of the company’s executive. elon.musk@teslamotors.com
depart_email The department’s email address for the company’s executive. -
lead_independent_director a boolean, representing whether the executive is the lead independent director on the company’s Board. -
finance_expert_director a boolean, representing whether the executive is a finance expert director on the company’s Board. -
industry_expert_director a boolean, representing whether the executive is a industry expert director on the company’s Board. true
risk_expert_director a boolean, representing whether the executive is a risk expert on the company’s Board. -

Sample Data

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Company Executive Contacts

Returns a list of all information for an executive and their related companies.
URL: https://api.intrinio.com/executives/companies?identifier=@MUSK_65276

Company Executive Contacts

Returns a list of all information for an executive and their related companies.
URL: https://api.intrinio.com/executives/companies.csv?identifier=@MUSK_65276

Company Executive Contacts

Not available for this access method

Executive Details

A detailed output of the detailed information for an executive, including summary contact info, companies (including the unique Intrinio executive company id), roles, and compensation.

Parameters

expand collapse
Name Description Example
identifier The Intrinio executive identifier. @MUSK_65276
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
identifier the Intrinio executive identifier. @MUSK_51244
full_name the full name of the executive including first and last name Mr. Elon Musk
prefix the prefix of the persons name providing context Mr.
first_name the first name of the person Elon
middle_name the middle name of the person -
last_name the last name of the person Musk
nick_name the person's nick name -
suffix the suffix of the persons name -
gender the gender of the person M
age the age of the person 44
age_as_on_date the date of which the persons age was last determined 2016-04-15
contact_status a booleon representing whether the contact information is still being collected Active
companies
all the companies in which this executive has a role -
identifier
Intrinio's unique identifier for this executive working at this company @MUSK_51244-TSLA:US
company
the name of the company Tesla Inc.
job_title
the job title of the executive at the company Chairman, Product Architect and Chief Executive Officer
effective_date
the effective date of the executive’s current job
ticker
the company’s ticker symbol. TSLA
figi_ticker
the company security’s FIGI ticker. TSLA:US
figi
the FIGI identifier for the company security’s. BBG000N9MNX3
type
the type of company, such as Public Company or Private Company. Public Company
sic
the Standard Industrial Classification of the company. Motor Vehicles & Passenger Car Bodies
cik
the Central Index Key of the company with the SEC. 0001318605
incorporated_country
the country where the company is incorporated. United States
address_line_1
the company’s address, first line. 3500 Deer Creek Rd.
address_line_2
the company’s address, second line.
city
the city where the company is headquartered. Palo Alto
state
the state where the company is headquartered. CA
zip
the zip code of the company’s headquarter’s. 94304
country_name
the country where the company is headquartered. United States
main_phone
the main phone number of the company’s executive. 650-681-5000
direct_no
the direct phone number of the company’s executive.
direct_extn
the direct phone number extension of the company’s executive. nulll
dept_no
the department’s phone number of the company’s executive.
dept_extn
the department’s phone number extension of the company’s executive.
fax
the fax number of the company’s executive.
fax_extn
the fax number extension of the company’s executive.
email
the email address of the company’s executive. elon.musk@teslamotors.com
depart_email
the department’s email address for the company’s executive.
lead_independent_director
a boolean, representing whether the executive is the lead independent director on the company’s Board. false
finance_expert_director
a boolean, representing whether the executive is a finance expert director on the company’s Board. false
industry_expert_director
a boolean, representing whether the executive is a industry expert director on the company’s Board. true
risk_expert_director
a boolean, representing whether the executive is a risk expert on the company’s Board. false
roles
all of the executive's roles in this company
role_name
the normalized role name for the executive with the company Director
status
a representation of whether the executive’s role is active or inactive Active
division
the division where the executive operates within the company
executive_director
a boolean, representing whether the executive is an executive director on the company’s Board false
independent_director
a boolean, representing whether the executive is a independent director on the company’s Board false
compensations
all of the compensation records for this executives in this company false
compensation_year
the fiscal year of the executive’s compensation package. 2016
proxy_year
the proxy when the compensation is disclosed. 2017
meeting_date
the date of the Board of Directors meeting where the executives compensation package was determined. 2017-06-06
cash_paid
the amount of cash paid out to the executive not considered a salary or bonus.
salary
the established salary of the executive. 45936
bonus
the bonus for the executive.
stock_awards
the total value of all stock grants.
option_awards
the total value of all option grants at their fair market value.
pension_nqdc
the value of pension benefit contributions. nulll
non_eqty_incentive_plan
the value of any non-equity incentive plan benefits.
all_other_compensation
the value of all other compensation not otherwise accounted for in the other categories.
total_summary
the total value of all compensation for the fiscal year. 37584
currency_denomination
the currency denomination- Absolute | Thousands | Millions. Absolute
currency
the currency of the compensation for the executive. USD
director_compensation
a boolean, representing whether the compensation includes or is exclusively for a directorship.

Sample Data

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Executive Details Lookup

Returns a detailed output of the detailed information for an executive, including summary contact info, companies (including the unique Intrinio executive company id), roles, and compensation.
URL: https://api.intrinio.com/executives/details?identifier=@MUSK_65276

Executive Details Lookup

Returns a detailed output of the detailed information for an executive, including summary contact info, companies (including the unique Intrinio executive company id), roles, and compensation.
URL: https://api.intrinio.com/executives/details.csv?identifier=@MUSK_65276

Executive Details Lookup

Not available for this access method

Executive Roles

For a specific executive company identifier, returns a list of all roles within the company. For example, an executive may be the Chief Executive Officer, a Director, and the Chairman of the Board of Directors.

Parameters

expand collapse
Name Description Example
identifier The Intrinio executive identifier. @MUSK_65276
company The identifier for the specified security or company to which the executive belongs. Tesla Inc.
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Example
role_name the normalized role name for the executive with the company. -
company the name of the company. -
ticker the company’s ticker symbol. -
figi_ticker the company security’s FIGI ticker. -
figi the FIGI identifier for the company security’s. -
status a representation of whether the executive’s role is active or inactive Active
effective_date the date when the role became active 2008-10-01
division the division where the executive operates within the company -
executive_director a boolean, representing whether the executive is an executive director on the company’s Board -
independent_director a boolean, representing whether the executive is a independent director on the company’s Board -

Sample Data

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Company Executive Roles Lookup

Returns a list of all roles within the company for a specific company and executive.
URL: https://api.intrinio.com/executives/roles?identifier=@MUSK_65276&company=TSLA

Company Executive Roles Lookup

Returns a list of all roles within the company for a specific company and executive.
URL: https://api.intrinio.com/executives/roles.csv?identifier=@MUSK_65276&company=TSLA

Company Executive Roles Lookup

Not available for this access method

Returns a list of all executives and their unique executive identifier, including both U.S. and International executives.

Parameters

expand collapse
Name Description Example
query A string query search of executives name. Musk
company The identifier for the specified security or company to which the executive belongs. @AALSTAD_88681
role
The normalized executive and officer role.
Options:
Accounting
Assistant Corporate Secretary
Chairman
Chief Accounting Officer
Chief Administrative Officer
Chief Compliance Officer
Chief Executive Officer
Chief Financial Officer
Chief Information Officer
Chief Marketing Officer
Chief Operating Officer
Chief Technology Officer
Compliance Officer
Controller
Corporate Communications
Corporate Development
Corporate Secretary
Director
Executive Officer
Finance
General Counsel
Human Resources
Investor Relations
Legal Officer
Marketing
M&A/Strategy Planning
President
Sales
Treasurer
Trustee
Trustee
type
Select whether to show only US or International executives.
Options:
us
non-us
us
page_number An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
-

Output Fields

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Name Description Example
identifier the unique executive identifier assigned by Intrinio @AALSTAD_88681
full_name the full name of the executive including first and last name Ms. Regi Aalstad
type either us or non-us, specifying the necessary subscription access to retrieve contact, compensation and role data for the executive. non-us

Sample Data

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Executives Master

Returns a list of all executives and their unique executive identifier.
URL: https://api.intrinio.com/executives

Executives Master

Returns a list of all executives and their unique executive identifier.
URL: https://api.intrinio.com/executives.csv

Executives Master

Not available for this access method

Failed Banks

Returns a list of failed banks covered by Intrinio.

Parameters

expand collapse
Name Description Example
query Used to search for a bank name to return relevant failed banks. Morgan
page_number An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Example
fin_id Financial Institution Number is a unique number assigned to the institution as an Assistance Agreement, Conservatorship, Bridge Bank or Receivership. 10377
name This is the legal name of the institution High Trust Bank
city The city and state (or territory) of the headquarters of the institution. Stockbridge
state The state in which the headquarters of the institution are physically located. Georgia
effective_date The date that the failed / assisted institution ceased to exist as a privately held going concern. For institutions that entered into government ownership, such as FDIC Bridge Banks and RTC conservatorships, this is the date that they entered into such ownership. 2011-07-15
insurance_fund Before 1989, there were two federal deposit insurance funds, one administered by the FDIC, which insured deposits in commercial banks and state-chartered savings banks, and another administered by the Federal Savings and Loan Insurance Corporation (FSLIC), which insured deposits in state- and federally-chartered savings associations. In 1989, the Financial Institutions Reform, Recovery and Enforcement Act (FIRREA) specified that thereafter the FDIC would be the federal deposit insurer of all banks and savings associations and would administer both the FDIC fund, which was renamed the Bank Insurance Fund (BIF) and the replacement for the insolvent FSLIC fund, which was called the Savings Association Insurance Fund (SAIF). Although it was created in 1989, the SAIF was not responsible for savings association failures until 1996. From 1989 through 1995, savings association failures were the responsibility of the Resolution Trust Corporation (RTC). In February 2006, The Federal Deposit Insurance Reform Act of 2005 provided for the merger of the BIF and the SAIF into a single Deposit Insurance Fund (DIF). Necessary technical and conforming changes to the law were made under The Federal Deposit Insurance Reform Conforming Amendments Act of 2005. The merger of the funds was effective on March 31, 2006. DIF
transaction_type Institutions have been resolved through several different types of transactions. The transaction types outlined below can be grouped into three general categories, based upon the method employed to protect insured depositors and how each transaction affects a failed / assisted institution’s charter. PA
charter_class The FDIC assigns classification codes indicating an institution’s charter type (commercial bank, savings bank, or savings association), its chartering agent (state or federal government), its Federal Reserve membership status (member or nonmember), and its primary federal regulator. These codes are... NM
failed_or_assistance The given institution has failure stature or it can be assistance has been provided by FDIC in merging with other institution. FAILURE
total_deposits Total including demand deposits, money market deposits, other savings deposits, time deposits and deposits in foreign offices as of the last Call Report or Thrift Financial Report filed by the institution prior to the effective date 177221000.0
total_assets The Total assets owned by the institution including cash, loans, securities, bank premises and other assets as of the last Call Report or Thrift Financial Report filed by the institution prior to the effective date 180340000.0
estimated_fdic_loss The estimated loss is the difference between the amount disbursed from the Deposit Insurance Fund (DIF) to cover obligations to insured depositors and the amount estimated to be ultimately recovered from the liquidation of the receivership estate 73127000.0

Sample Data

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Failed Banks Master

Returns failed bank list and information for all failed banks covered by Intrinio.
URL: https://api.intrinio.com/banks/failed

Failed Banks Master

Returns failed bank list and information for all failed banks covered by Intrinio.
URL: https://api.intrinio.com/banks/failed.csv

Failed Banks Master

Not available for this access method

Returns indices list and information for all indices covered by Intrinio.

Parameters

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Name Description Example
query A string query search of index name or symbol with the returned results being the relevant securities in compacted list format. $00XALCATM086NEST
identifier The Intrinio symbol associated with the index. A
type
The type of index to return.
Options:
stock_market