Standardized & As-Reported Financial Statement Data

We source financial statement data from the SEC 10-Q and 10-K filings. You can access the exact name and value of each line item as reported by the company, along with a URL link to the actual SEC filing.  

We also standardize this data in-house using our proprietary machine learning technology, allowing for cross-company financial statement research and analysis.  

Fundamentals are updated in real-time and typically made available 20 to 30 minutes after a company files with the SEC.

• Income Statement: Details how the company generated revenue, incurred expenses, and the profit/loss during the fiscal period.  
• Balance Sheet: Details the company’s assets, liabilities, and shareholder’s equity at the end of the fiscal period.  
• Cash Flow Statement: Details how the company used cash in operating, investing, and financing activities, as well as the net change in cash during the fiscal period.
• 100+ associated calculations and metrics

We cover non-OTC US headquartered public companies. Privately held companies are not included. Use our Company Data Coverage tool to explore our company coverage and view available data for each company.

• To return a list of all companies in the fundamental dataset, use the All Companies API endpoint.  
• To look up a company by its ticker (or another identifier, such as the CIK), use the Lookup Company API endpoint.  
• Search for companies by name or keyword using the Search Companies API endpoint.  
• To get a list of 10-Q and 10-K filings for a company, use the All Filings by Company API Endpoint with the parameter report_type=10-Q,10-K.  
• To get a list of all SEC filings, use the All Filings API Endpoint.

Standardized and as-reported financial statement data is sourced directly from the Securities Exchange Commission (SEC). Companies that are both based in the United States and trade on a public stock exchange are required to file forms 10-K and 10-Q with the SEC. Intrinio uses the data in these forms to create a record of financial statements for publicly traded companies.

Intrinio combines market data with fundamental datasets to create more than 100 calculations and metrics. You can find the definition, formula, and details for each calculation or metric on its individual page.

Our history corresponds with the SEC mandate that companies file their 10-Q and 10-K statements in XBRL format. If a filing is not in XBRL format, we will not have data from it. 

• 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 companies.  
• 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 companies.