US Fundamentals and Stock Prices | Intrinio

US Fundamentals and Stock Prices

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Security: Apple Inc. (AAPL)

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Flexible Access

This data is available via Web API, Excel, Google Sheets, and CSV Download.

The Best US Market Fundamentals and Stock Price Data Available

The US Fundamentals and Stock Prices Data Feed provides the world's most cost-effective data on US equities. It includes everything you need to analyze a stock, build a watchlist or enhance an application with live securities data.

US Fundamentals and Stock Prices Feed Highlights

  • Intraday, delayed and near-real-time stock prices for most US securities on the major exchanges. Our pricing data includes ETFs and ADRs/foreign issuers. It does not include OTC securities.
  • End-of-day stock prices back to 1969.
  • Simplified, composite stock quotes and prices for multi-exchange securities.
  • Fundamental history goes back to 2007 (see FAQs below for more information).
  • Company news history goes back to May 2016.
  • Company news is primarily sourced from Yahoo Finance.
  • Our fundamental data and company news covers US-based public companies that file a 10-K or 10-Q statement and trade on the major US exchanges.
  • Standardized financial statements.
  • As-reported financial statements.

Stock Market Prices and Fundamentals Data at Your Fingertips

Fresh, innovative machine-learning algorithms power our SEC filing XBRL engine, providing you with standardized, comparable financial reporting statements you can rely on.

Fuel your analysis with hundreds of data points for more than 10,000 stocks, including market cap, gross margin, total revenues, last price, volume, split ratio and more.

Using data from Exchange Data International and Investors Exchange we provide historical and intraday stock quotes and prices back to 2007. Prior to 2007, our data is sourced from Quote Media.

Also included in this feed is fundamental data sourced from each company’s 10-Q and/or 10-K statements, parsed and cleansed by our machine-learning algorithms. Get instant access to standardized and as-reported financial statements for all public companies in the United States, including income statements, balance sheets and statements of cash flows, and metrics such as market capitalization, EBITDA, ROI and more.

​​​​​About Intrinio

Intrinio makes securing the best financial data easier and more affordable than ever. Take your pick from hundreds of high-quality international and domestic feeds, many of which can be redistributed without penalty or additional fees. Let us clean up the messy parts of data collection and standardization so you can spend more time working on what matters.

Data Feeds Included

US Company Fundamentals
Provided by Intrinio

Standardized and as-reported Financial Statement Data, News, and Valuation Ratios for public companies in the US

US Stock Prices
Provided by Intrinio

Intraday, near-real-time and EOD stock prices for US securities on the major exchanges

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Features
  • Basic Company Information
  • Last Stock Price Data
  • Historical Stock Price Data
  • Standardized Financial Statements
  • As-Reported Financial Statements
  • Hundreds of Metrics & Ratios
  • Market Capitalization
  • Historical Time Series Data
  • Pricing Data for 13 Indices
  • Company News
  • Company Filings
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Frequently Asked Questions

Below you will find the most frequently asked questions about this data feed. We have also curated some resources to help you get started, listed on the right. As always, feel free to chat with us if you have any questions.
What kind of data is included in the feed?
  • This feed includes as-reported and standardized income statement, balance sheet, and cash flow statement data, latest end of day and historical end of day pricing data, and company news for US companies.
How far back does your history go?
  • Pricing history goes back to early 1970's where applicable.
  • Fundamental history goes back to 2007 (see question #3 for more information).
  • Company news history goes back to 5/2016.
How do you source your data?
  • Fundamental data we source ourselves, scraped directly from the 10-Q and 10-K statements using our machine learning algorithm.
  • Pricing data is sourced from Exchange Data International back to 2007, and from Quote Media prior to 2007.
  • Company news is primarily sourced from Yahoo Finance.
Which companies do you cover in this feed?
  • Our pricing data covers all US securities trading on the major exchanges. It does not include OTC securities. It does include ETFs and ADRs/Foreign Issuers.
  • Our fundamental data and company news covers US based public companies filing a 10-K or 10-Q statement trading on the major US exchanges. It does not cover OTC securities, ETFs, or ADRs/Foreign Issuers.
Do you have more history available prior to 2007 for fundamental data? Why does your history stop there?
  • Our fundamental history corresponds exactly with the SEC mandate that companies file their 10-Q and 10-K statements in XBRL format. XBRL is an electronic file format that our algorithm needs to scrape data from the statements. If a filing is not in XBRL format, we will not have data from it.
  • The SEC mandated that large cap companies begin filing in XBRL in 2009, so we have quarterly fundamental history back to 2009 and yearly history back to 2007 for those.
  • The SEC mandated that mid and small cap companies begin filing in XBRL in 2010, so we have quarterly fundamental history back to 2010 and yearly history back to 2008 for those.
This company just IPO’d but you do not have any fundamental data on it, why not?
  • We will not have fundamental data for a company until they file their first 10-Q or 10-K. Check on the SEC site to see if the company has filed one of those filings.
My code is returning “nm”. What does that mean?
  • “nm” stands for “not meaningful”. An example is a PE value that is negative for a company. Industry standard does not present negative PE values, so we also do not return them, and instead return a “nm”.
- or -
Data Categories

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

API
Excel
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 Account 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

You can find your API Key(s) on your Account API Access Keys page.

You must include a valid API Key with every request in-order to access to the API.

If your API Key is not authorized, a status code of 401 will be returned.

URL Parameter Authentication

Simply include your API Key in the HTTPS request by specifying an api_key URL parameter set to the value of your API Key.

For example:

https://api.intrinio.com/prices?identifier=AAPL&api_key={{base64_encoded_api_key}} https://api.intrinio.com/prices?identifier=AAPL&api_key=OjA1ZTFiNGZiN2U4Y2JlNjAwNzE0OGQ4YjM2YTFmNjRk

* Showing your API Key.
* Example API Key is not valid.



Authorization Header Authentication

Include your API Key in the HTTPS request by specifying an Authorization header with the value:

Bearer [API_KEY]

Simply replace [API_KEY] with your valid API Key.

For example:

Authorization: Bearer {{base64_encoded_api_key}} Authorization: Bearer OjA1ZTFiNGZiN2U4Y2JlNjAwNzE0OGQ4YjM2YTFmNjRk

* Showing your API Key.
* Example API Key is not valid.



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 Access Keys 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 the type of API request you are making. If you hit an API limit, the response will contain a 429 code and an explanation of the limit.

Daily Request Limits

Most data feed subscriptions have limited daily usage. This means that you can make up to a certain number of API requests 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.

Per-Minute Request Limits

Some data feed subscriptions have limited usage per x minutes. This means that you can make up to a certain number of API requests in x minutes. Common timeframes are 10 minutes and 1 minute.

Per-Second Request Limits

Certain high-workload API request are limited by the second. This means that you can make up to a certain number of API requests per second.

Paging Limits

API endpoints that return a list of data often employ paging to allow users to retrieve the rest of the data. Below are the default and maximum page sizes for various endpoints:

Endpoint Default Page Size Maximum Page Size
historical_data 1,000 10,000
All others 100 10,000

Certain requests are considered "high-paging" and are subject to additional limits:

  • Requests with a page size that is higher than the Default Page Size
  • Requests with a page offset greater than or equal to the Maximum Page Size

These request are limited by:

User Type High-Paging Request Limit
Free 1 per minute
Paid 1 per second
Custom Contact Sales

Bulk Request Limits

Certain API endpoints allow you to make "bulk" requests that return all of the available data. These requests are limited by:

User Type Bulk Request Limit
Free 1 per minute
Paid 1 per second
Custom Contact Sales

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 requests, 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 requests limits.

Endpoints

Below are all of the API endpoints available for this data feed:

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 for this data feed:

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

CSV Downloads are limited according to the matrix below. If you exceed the limit, the system will return a 429 error. If you need to download a larger dataset, we recommend browsing our Financial Data Downloads , which allow you to download massive datasets for a flat fee.

User Type CSV Download Limit
Free 1 per minute
Paid 1 per second
Custom Contact Sales

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 CSV file downloads available for this data feed:

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.

Endpoint:

Parameters

expand collapse
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
hide_paging
* required
Hide first row of paging information.
Options:
true
-

Output Fields

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

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

expand collapse
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
* required
The earliest date for which to return data. 2018-04-02
end_date
* required
The latest date for which to return data. 2018-5-03
frequency
* required
The frequency of the historical prices & valuation data.
Options:
daily
weekly
monthly
quarterly
yearly
yearly
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.
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
* 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.
Options:
Yes
Yes
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. 4
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
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

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.

Endpoint:

Parameters

expand collapse
Name Description Example
identifier
* required
The stock market ticker symbol associated with the companies common stock securities or the stock market index. AAPL
item
* required
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
* required
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
* required
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
* required
The frequency of the historical prices.
Options:
daily
weekly
monthly
quarterly
yearly
daily
sequence
* required
An integer 0 or greater for calling a single historical data point from the first entry, based on sort order. 0
bulk
* required
When true, returns all available prices in the same response. Cannot be used with any other parameters besides ticker/identifier.
Options:
true
true
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 20
sort_order
* required
The order of the historical stock price dates.
Options:
asc
desc
asc
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

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

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.

Please note: Specifying XNAS (NASDAQ) or XNYS (New York Stock Exchange) identifiers will return all securities listed on US exchanges (USCOMP).

Parameters

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

Output Fields

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

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

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

Endpoint:

Parameters

expand collapse
Name Description Example
query
* required
Used to search for a ticker or bank name to return relevant banks. Apple
identifier
* required
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. AAPL
latest_filing_date
* required
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
* required
An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
* required
Hide first row of paging information.
Options:
true
-

Output Fields

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

Sample Data

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Companies Master

Not available for this access method

Company Lookup

Not available for this access method

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

Endpoint:

Parameters

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Name Description Example
query
* required
A string query search of security name or ticker symbol with the returned results being the relevant securities in compacted list format. AAPL
identifier
* required
The identifier for the legal entity or a security associated with the security. A
exch_symbol
* required
The Intrinio Stock Market Symbol, to specify the exchange for the list of securities. NYSE
last_crsp_adj_date
* required
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
* required
Return only US-based securities.
Options:
Yes
Yes
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. 3
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 15
hide_paging
* required
Hide first row of paging information.
Options:
true
-

Output Fields

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Name Description Type Example
ticker the stock market ticker symbol associated with the companies common stock securities string A
figi_ticker the OpenFIGI ticker symbol string A:UN
figi the OpenFIGI identifier string BBG000C2V541
composite_figi the OpenFIGI composite-level identifier string BBG000C2V3D6
composite_figi_ticker the OpenFIGI composite-level ticker string BBG00B3T3HD3
security_name the security description as provided by the exchange string Alcoa Corp
market_sector the type of market for the security string Equity
security_type the type of security, such as Common Stock, Preferred Stock, Warrants, Limited Partnership Interests, etc. string Ordinary Shares
stock_exchange the Stock Exchange (and market category) where the company’s common stock is primarily traded string 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. date 2017-12-29
figi_uniqueid the security’s unique FIGI identifier string EQ0000000045469815
share_class_figi the security’s share class FIGI identifier string BBG00B3T3HF1
figi_exch_cntry the security’s FIGI country of the exchange string US
currency the security’s traded currency on the listed exchange string USD
mic the Market Identification Code for the Stock Exchange where the security is listed. string XNYS
exch_symbol the Intrinio Stock Exchange Symbol used as an identifier on the Intrinio API. string ^XNYS
etf a boolean to represent whether the security is an ETF or otherwise boolean 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. boolean 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. boolean true
previous_tickers An array of ticker symbols that this security previously traded under array -

Sample Data

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Security Master

Not available for this access method

Security Lookup

Not available for this access method

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

Endpoint:

Parameters

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Name Description Example
query
* required
A string query search of index name or symbol with the returned results being the relevant securities in compacted list format. $00XALCATM086NEST
identifier
* required
The Intrinio symbol associated with the index. A
type
* required
The type of index to return.
Options:
stock_market
economic
sic
stock_market
order
* required
Returns the results in the given order.
Options:
popularity
symbol
popularity
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. 4
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 100
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Type Example
symbol the Intrinio symbol associated with the index string $00XALCATM086NEST
index_name the index name string Harmonized Index of Consumer Prices: Overall Index Excluding Alcohol and Tobacco for Austria©
fred_symbol string 00XALCATM086NEST
update_frequency string monthly
last_updated string 2015-12-16T16:09:25.000+00:00
description string The Harmonized Index of Consumer Prices category "Overall Index Excluding Alcohol and Tobacco (00XALCOTOB)" is a classification of nondurable goods...
observation_start date 1996-01-01
observation_end date 2015-11-01
popularity string 20
seasonal_adjustment string Not Seasonally Adjusted
seasonal_adjustment_short string NSA
units string Index 2005=100
units_short string Index 2005=100
index_type string economic
continent string North America
country string United States of America

Sample Data

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Index Master

Not available for this access method

Index Lookup (Economic)

Not available for this access method

Index Lookup (Stock Market)

Not available for this access method

Index Lookup (SIC)

Not available for this access method

Returns owners list and information for all insider and institutional owners of securities covered by Intrinio.

Endpoint:

Parameters

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Name Description Example
query
* required
A string query search of owner name or cik id with the returned results being the relevant owners in compacted list format. Abbott
identifier
* required
The Central Index Key issued by the SEC, which is the unique identifier all owner filings are issued under. owner
institutional
* required
A boolean to include only insider owners who have filed forms 3, 4, or 5 with the SEC.
Options:
Yes
No
Yes
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. 5
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Type Example
owner_cik the Central Index Key issued by the SEC, which is the unique identifier all owner filings string 0000001800
owner_name the name of the owner, either an institutional owner or an insider owner string ABBOTT LABORATORIES

Sample Data

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Owners Master

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
* required
An identifer for a stock exchange, which can be the MIC, symbol, or acronym. XLON
query
* required
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
* required
An integer greater than or equal to 1 for specifying the page number for the return values. 2
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

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

Sample Data

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Stock Exchange Master

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
* required
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. AAPL
report_type
* required
The report type of the filing requested. 8-K
start_date
* required
The earliest filing date for which to return filings, in the format. 2017-04-20
end_date
* required
The last filing date for which to return filings, in the format. 2017-07-20
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Type Example
filing_date the date the filing was submitted to the SEC by the company date 2016-09-23
accepted_date the date and time when the filing was submitted to the SEC by the company timestamp 2016-09-23 18:33:57 +0000
period_ended the date of the period end for the filing date 2016-09-21
accno the SEC unique number for the filing string 0001628280-16-019756
report_type the filing report type string 4
filing_url the URL to the filing page on the SEC site string 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 string 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 string -

Sample Data

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Company SEC Filings Lookup

Not available for this access method

Company News

Returns the most recent news stories for a company.

Endpoint:

Parameters

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Name Description Example
identifier
* required
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
* required
The return value for the row.
Options:
ticker
figi_ticker
figi
title
publication_date
summary
url
title
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. Note: using a page number is only allowed when specifying an identifier. If no identifier is specified, use start_date and end_date instead. -
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. -
start_date
* required
The earliest publication date of the news reports. 2015-12-31
start_time
* required
Return quotes at or after this time (24-hour, UTC). 09:30:00
end_date
* required
The latest publication date of the news reports. 2015-12-1
end_time
* required
Return quotes at or before this time (24-hour, UTC). 17:00:00
sequence
* required
An integer 0 or greater for calling a single news article from the first entry, most recent first. 0
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

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Name Description Type Example
ticker the stock market ticker symbol associated with the companies common stock securities string AAPL
figi_ticker The OpenFIGI Ticker Symbol string ABC:CN
figi The FIGI identifier string BBG000C961K5
title the title of the article string How will Twitter's suitors reap its value?
publication_date the date the article was published timestamp 2016-09-25 12:12:33 +0000
url the hyperlink to the article string 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 string 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

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.

Parameters

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Name Description Example
identifier
* required
The stock market ticker symbol associated with the companies common stock ecurities. AAPL
statement
* required
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
* required
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
* required
The first fundamental will be the latest as of this specified date. 2017-03-02
item
* required
The return value for the fundamental.
Options:
fiscal_year
end_date
start_date
fiscal_period
filing_date
fiscal_year
sequence
* required
An integer 0 or greater for calling a single fundamental from the first entry, most recent first. 0
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

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

Standardized Tags

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

Parameters

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Name Description Example
statement
* required
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
* required
The financial statement tag template.
Options:
industrial
financial
industrial
identifier
* required
The stock market ticker symbol associated with the companies common stock securities. AAPL
item
* required
The return value for the tag.
Options:
name
tag
parent
factor
balance
type
units
name
sequence
* required
An integer 0 or greater for calling a single tag from the first entry, based on order. 0
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 20
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

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

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.

Parameters

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Name Description Example
identifier
* required
The stock market ticker symbol associated with the companies common stock securities. AAPL
statement
* required
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
* required
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
* required
The fiscal year associated with the fundamental. 2017
fiscal_period
* required
The fiscal period associated with the fundamental.
Options:
FY
Q1
Q2
Q3
Q4
Q1TTM
Q2TTM
Q3TTM
Q2YTD
Q3YTD
Q2
date
* required
The first fundamental will be the latest as of this specified date. 2018-01-01
tag
* required
The specified standardized tag. operatingrevenue
sequence
* required
The sequence of the requested fundamental (i.e. 0 is the first available fundamental associated with the fiscal period type. 0
rounding
* required
Round the returned value (actuals, thousands, millions, billions).
Options:
A
K
M
B
A
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 20
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

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

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.

Parameters

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

Output Fields

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

Reported XBRL Tags

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

Endpoint:

Parameters

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

Output Fields

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Name Description Type Example
name the label of the XBRL tag as reported of the financial statement string Net sales
tag the XBRL tag of the associated financial data point string SalesRevenueNet
balance the accounting balance (debit or credit) of the tag string credit
unit the unit type of the XBRL tag string 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 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. boolean -
sequence an integer 0 or greater indicating the presentation order of the XBRL tag and label in the financial statement number 0
depth an integer 0 or greater indicating the presentation indentation depth of the XBRL tag and label in the financial statement number 1

Reported Financials

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

Parameters

expand collapse
Name Description Example
identifier
* required
The stock market ticker symbol associated with the companies common stock securities. AAPL
statement
* required
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
* required
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
* required
The specified XBRL tag. SalesRevenueNet
domain_tag
* required
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
* required
The fiscal year associated with the fundamental. 2015
fiscal_period
* required
The fiscal period associated with the fundamental.
Options:
FY
Q1
Q2
Q3
Q4
Q1TTM
Q2TTM
Q3TTM
Q2YTD
Q3YTD
FY
date
* required
The first fundamental will be the latest as of this specified date. 2017-03-02
sequence
* required
An integer 0 or greater for calling a single price from the first entry, based on sort order. 0
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Type Example
xbrl_tag the reported XBRL tag of the financial data point string -
domain_tag the reported domain XBRL tag string -
value the value of the XBRL tag of the financial data point number -

Latest SEC Filings

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

Endpoint:

Parameters

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

Output Fields

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

Sample Data

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Latest SEC Filings Master

Not available for this access method