Fundamentals Data Feed API Plan - Bronze

Quick Start Guide

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Plan Highlights

The Bronze Fundamentals data feed includes:

  • Standardized and As-Reported Financial Statements
  • Raw 10-K, 10-Q, 8-K, 20-F and 40-F text
  • Searchable 10-K and 10-Q Notes
  • Aggregate Sector, Industry, and Economic data
  • Company Reference & Metadata
  • Upcoming & Historical IPOs
  • Company News
  • Security Reference Data
  • Access:
  • REST API | Snowflake
  • Updates:
  • Fundamentals and Filings are Updated on a Rolling Basis ~ Typically 20 to 30 Minutes After The Filing is Accepted & Processed via SEC
  • History:
  • ‍5 Years of Trailing History for Fundamentals
  • Coverage:
  • 10,000+ Active and Delisted Companies and 50,000+ Active and Delisted Securities

Businesses may license Bronze Fundamentals for display at no additional charge with no per-user fees or exchange requirements. 

This guide will show you how to pull fundamental data, answer the most common questions about the feed, and provide useful links to the API documentation. 

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Cost

Introductory pricing for the Bronze Fundamentals Plan can be found on the Fundamentals Product Page. This pricing is for New Customers Only. Existing Customers should contact us for more information.   

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Starting a trial

Intrinio offers two-week free trials of the Bronze Fundamentals Plan. You can start a trial from your account page by clicking products. If you don’t already have an account, you can create one for free.  

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Licensing

The Bronze Fundamentals Plan is licensed for Business Use. 

This means that data included in the plan may be displayed to business’ end users in an application, report, or analysis. Bulk downloads or raw distribution of the underlying data through methods such as an API are not allowed. After the conclusion of your trial, you will have the option to sign a contract to license this plan for your business. You will then be invoiced via ACH or credit card with a discount for paying annually. 

Individuals looking for Fundamental data for personal Non-Display use should purchase The Starter Plan.

Accessing the API

If you are unfamiliar with the Intrinio API, the getting started documentation will help you familiarize yourself with its inner workings. 

The following are the most popular endpoints available with the Bronze Fundamentals Package: 

Retrieve All Filings
  • Returns pertinent filing reference data for a specific company filing or latest filings for all companies. Useful for tracking the latest filings submitted and updating your database accordingly with the new information.
  • Documentation
  • Example Endpoint: https://api-v2.intrinio.com/filings?api_key=
Retrieve all Fundamentals by Company
  • Returns a list of fundamentals with unique fundamental IDs associated with a particular company. 
  • Useful to obtain all historical and/or latest fundamental IDs for a given company to then use to loop through and pull all fundamental data available.
  • Companies restate prior fiscal periods on each 10-K and 10-Q for comparison with their latest completed period. We specify whether each fundamental returned is restated or reported (meaning the original, non-restated fundamental) with the `type` field located in the fundamental array.
  • This endpoint is typically used in tandem with the `Standardized Financials` endpoint to pull standardized financial statement data for a specific fundamental ID.
  • Documentation
  • Example Endpoint: https://api-v2.intrinio.com/companies/AAPL/fundamentals?api_key=
Retrieve Standardized Financials
  • Returns standardized financial statement data for income statement, balance sheet, cash flow statement and over 100 associated calculations for a given company. 
  • The primary purpose of standardized financials is to facilitate comparability across a single company’s fundamentals and across all companies' fundamentals.
  • Data for income statement, cash flow statement, and calculations is available on a FY, QTR (Q1, Q2, Q3, Q4), TTM (Q1TTM, Q2TTM, Q3TTM), and YTD (Q2YTD, Q3YTD) basis.
  • Data for the balance sheet is available on a FY or QTR (Q1, Q2, Q3, Q4) basis only due its point-in-time nature.
  • Due to how differently financial type companies operate and report, we currently offer two distinct standardized templates - one for financial type companies and the other for non-financial type companies (which we broadly call industrials). Most companies are standardized into the industrial template, while banks – when they file in XBRL – and other financial based companies are standardized into the financial template.
  • Documentation
  • Example Endpoint for AAPL’s 2020 FY Income Statement: https://api-v2.intrinio.com/fundamentals/AAPL-income_statement-2020-FY/standardized_financials?api_key= 
  • Example Endpoint for AAPL’s 2020 FY Cash Flow Statement: https://api-v2.intrinio.com/fundamentals/AAPL-cash_flow_statement-2020-FY/standardized_financials?api_key= 
  • Example Endpoint for AAPL’s 2020 FY Balance Sheet Flow Statement: https://api-v2.intrinio.com/fundamentals/AAPL-balance_sheet_statement-2020-FY/standardized_financials?api_key= 
  • Example Endpoint for AAPL’s 2020 FY Calculations & Ratios: https://api-v2.intrinio.com/fundamentals/AAPL-calculations-2020-FY/standardized_financials?api_key=
Retrieve As-Reported (XBRL) Financials
  • Returns as-reported financial statement data for income statement, balance sheet, and cash flow statement.
  • Data for income statement and cash flow statement is available on a FY, QTR (Q1, Q2, Q3, Q4), TTM (Q1TTM, Q2TTM, Q3TTM), and YTD (Q2YTD, Q3YTD) basis.
  • Data for the balance sheet is available on a FY or QTR (Q1, Q2, Q3, Q4) basis only due its point-in-time nature.
  • As-reported financial statement data is extracted directly from 10-K and 10-Q (or 20F and 40F where applicable) SEC filings and returned exactly in the format and naming convention in which they were filed by the company.
  • Documentation
  • Example Endpoint for AAPL’s 2020 FY Income Statement: https://api-v2.intrinio.com/fundamentals/AAPL-income_statement-2020-FY/reported_financials?api_key= 
  • Example Endpoint for AAPL’s 2020 FY Cash Flow Statement: https://api-v2.intrinio.com/fundamentals/AAPL-cash_flow_statement-2020-FY/reported_financials?api_key= 
  • Example Endpoint for AAPL’s 2020 FY Balance Sheet Flow Statement: https://api-v2.intrinio.com/fundamentals/AAPL-balance_sheet_statement-2020-FY/reported_financials?api_key= 
  • Example Endpoint for AAPL’s 2020 FY Calculations & Ratios: https://api-v2.intrinio.com/fundamentals/AAPL-calculations-2020-FY/reported_financials?api_key=
Retrieve Historical Data for a Company by Tag
  • Returns historical calculations, metrics, and financial data points for a company over a period of time.
  • The frequency parameter is applicable only to those calculations and metrics based on or including the company share price in the calculation. Examples include market cap and price to earnings ratio. 
  • The type parameter is applicable only to financial statement data points and metrics not based on or including the company share price in the calculation. Examples include total revenue and debt to equity ratio.
  • The balance sheet is a point in time financial statement, only FY and QTR types will return for data tags used from this statement type.
  • Available Data Tags
  • Not all of Intrinio's data tags are available historically. You can check to see that a Data Tag's information is available historically on its information page and ensure that "Historical?" is "Yes".
  • Documentation
  • Example Endpoint: https://api-v2.intrinio.com/companies/AAPL/historical_data/marketcap?api_key 
Retrieve Shares Outstanding by Company
Retrieve Upcoming and Historical IPOs
  • Returns a list of historical, current, and upcoming initial public offerings (IPOs) across the major US Exchanges. Includes relevant information such as the IPO status, the offer amount, the total share count and target share price.
  • Documentation 
  • Example Endpoint: https://api-v2.intrinio.com/companies/ipos?api_key=