Excel Documentation

Bank Fundamentals

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.

Parameters

Name Description Example
identifier
* required
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
* required
The call report/UBPR/Y-9C financial statement requested. RI
type
* required
The type of periods requested - includes fiscal years for annual data, quarters for quarterly data.
Options:
FY
QTR
YTD
FY
item
The return value for the fundamental.
Options:
statement_code
end_date
start_date
months
fiscal_year
fiscal_period
report
fiscal_year
sequence
* required
An integer 0 or greater for calling a single fundamental from the first entry. 0
identifier
* required
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.
statement
* required
The call report/UBPR/Y-9C financial statement requested.
type
* required
The type of periods requested - includes fiscal years for annual data, quarters for quarterly data.
item
* required
The return value for the fundamental.
sequence
* required
An integer 0 or greater for calling a single fundamental from the first entry.

Output Fields

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