Excel Documentation

Historical Data

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.

Parameters

Name Description Example
identifier
* required
An identifier, which can be a security ticker, SEC CIK ID, FRED Series ID, etc. AAPL
item
* required
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
* required
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
identifier
* required
An identifier, which can be a security ticker, SEC CIK ID, FRED Series ID, etc.
item
* required
An item, which can be a data tag or a special code.
start_date
* required
The earliest date for which to return data.
end_date
* required
The latest date for which to return data.
frequency
* required
The frequency of the historical prices & valuation data.
type
* required
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.
sequence
* required
An integer 0 or greater for calling a single historical data point from the first entry, based on sort order.
show_date
* required
If true, the function will return the date value, and if false the function will return the data point value for a given query.

Output Fields

Name Description Type Example
identifier the ticker or identifier for the data point - AAPL
item the requested standardized tag or series ID - marketcap
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
identifier
the ticker or identifier for the data point
item
the requested standardized tag or series ID
date
the date associated with the value of the data tag
value
the value of the Intrinio tag of the financial data point