Company fundamentals from official filings, every figure linked to its source. Read-only, keyless.
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Ratios computed from a company's latest snapshot by formulas with stable ids (bank.roe, corp.roic). Every value gives its unit, period and the snapshot figures it was computed from, each with its value and source document ids. Banks use the bank template (quarterly values annualised); US companies use the corporate template (annual, quarterly and trailing four quarters, ttm), which includes credit metrics, liquidity, earnings quality and forensic scores; scores, credit reconciliations and the liquidity cover also give their parts, named with their coefficients in the catalogue. A value computed with an estimated input, such as the lease cost of the latest fiscal year for quarters that do not report it, names it in estimates; a ratio that a rule leaves out for the company gives the reason in excluded. Call without ratios to list the catalogue of one frequency.
company id from search_companies
last period, in the same forms
first period: a fiscal year (2024), a fiscal quarter (FY2024 Q2) or an ISO date
maximum values, latest periods kept (default 120)
ratio ids or short names, for example ["roe", "corp.operating_margin"]; leave empty for all
true for the values with their units only, without the conventions, the catalogue entries, the inputs and the citation format
keep one category, for example Profitability
default annual
Ratios computed from a company's latest snapshot by formulas with stable ids (bank.roe, corp.roic). Every value gives its unit, period and the snapshot figures it was computed from, each with its value and source document ids. Banks use the bank template (quarterly values annualised); US companies use the corporate template (annual, quarterly and trailing four quarters, ttm), which includes credit metrics, liquidity, earnings quality and forensic scores; scores, credit reconciliations and the liquidity cover also give their parts, named with their coefficients in the catalogue. A value computed with an estimated input, such as the lease cost of the latest fiscal year for quarters that do not report it, names it in estimates; a ratio that a rule leaves out for the company gives the reason in excluded. Call without ratios to list the catalogue of one frequency.
| Argument | Type | Description |
|---|---|---|
| to | string | last period, in the same forms |
| from | string | first period: a fiscal year (2024), a fiscal quarter (FY2024 Q2) or an ISO date |
| limit | integer | maximum values, latest periods kept (default 120) |
| ratios | array | ratio ids or short names, for example ["roe", "corp.operating_margin"]; leave empty for all |
| compact | boolean | true for the values with their units only, without the conventions, the catalogue entries, the inputs and the citation format |
| company* | string | company id from search_companies |
| category | string | keep one category, for example Profitability |
| frequency | string | default annual |
{
"type": "object",
"required": [
"company"
],
"properties": {
"to": {
"type": "string",
"description": "last period, in the same forms"
},
"from": {
"type": "string",
"description": "first period: a fiscal year (2024), a fiscal quarter (FY2024 Q2) or an ISO date"
},
"limit": {
"type": "integer",
"maximum": 400,
"minimum": 1,
"description": "maximum values, latest periods kept (default 120)"
},
"ratios": {
"type": "array",
"items": {
"type": "string"
},
"description": "ratio ids or short names, for example [\"roe\", \"corp.operating_margin\"]; leave empty for all"
},
"compact": {
"type": "boolean",
"description": "true for the values with their units only, without the conventions, the catalogue entries, the inputs and the citation format"
},
"company": {
"type": "string",
"description": "company id from search_companies"
},
"category": {
"type": "string",
"description": "keep one category, for example Profitability"
},
"frequency": {
"enum": [
"annual",
"quarterly",
"ttm"
],
"type": "string",
"description": "default annual"
}
},
"additionalProperties": false
}The latest snapshot of a company: as-of period, release date and time of publication, coverage, conventions (units, signs, fiscal calendar), validation summary, available statements, files with SHA-256 and the citation format. With at, the snapshot that was the latest on that date (point in time); every snapshot published is listed in snapshots.json of the company.
| Argument | Type | Description |
|---|---|---|
| at | string | an ISO date: the snapshot that was the latest on that date, in place of the latest snapshot |
| company* | string | company id from search_companies |
{
"type": "object",
"required": [
"company"
],
"properties": {
"at": {
"type": "string",
"description": "an ISO date: the snapshot that was the latest on that date, in place of the latest snapshot"
},
"company": {
"type": "string",
"description": "company id from search_companies"
}
},
"additionalProperties": false
}Source documents of a company's latest snapshot: kind, period, release or filing date (indexed: the date an index added a report that states no date of publication), URL of the official document or of the search page of its store, and SHA-256 of the file used. Pass the document ids found in a statement's sources to resolve them.
| Argument | Type | Description |
|---|---|---|
| ids | array | document ids, for example ["10-K:0000320193-25-000079"]; leave empty for all |
| company* | string | company id from search_companies |
{
"type": "object",
"required": [
"company"
],
"properties": {
"ids": {
"type": "array",
"items": {
"type": "string"
},
"description": "document ids, for example [\"10-K:0000320193-25-000079\"]; leave empty for all"
},
"company": {
"type": "string",
"description": "company id from search_companies"
}
},
"additionalProperties": false
}Figures of one statement for one company from its latest snapshot, filtered by period and item. Every row gives its period with start and end dates, whether each value is reported or derived, and the source document ids of its values; item units are in `items`. Cite the snapshot and the source document id.
| Argument | Type | Description |
|---|---|---|
| at | string | an ISO date: the snapshot that was the latest on that date, in place of the latest snapshot |
| to | string | last period, in the same forms |
| from | string | first period: a fiscal year (2024), a fiscal quarter (FY2024 Q2) or an ISO date |
| items | array | item keys to keep, for example ["revenue", "net_income"]; leave empty for all |
| limit | integer | maximum rows, latest first kept (default 40, at most 60) |
| compact | boolean | true for the rows with their units only, without the conventions, item definitions and citation format |
| company* | string | company id from search_companies, for example apple or mizuho |
| frequency | string |
Find companies covered by Annalist by name, ticker, SEC CIK or id, optionally filtered by country. Returns each company's id (used by the other tools), identifiers, sources and latest snapshot.
| Argument | Type | Description |
|---|---|---|
| limit | integer | maximum number of companies (default 20) |
| query | string | part of a name, ticker, CIK or id; leave empty to list all |
| country | string | ISO 3166 country code, for example US or JP |
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"maximum": 100,
"minimum": 1,
"description": "maximum number of companies (default 20)"
},
"query": {
"type": "string",
"description": "part of a name, ticker, CIK or id; leave empty to list all"
},
"country": {
"type": "string",
"description": "ISO 3166 country code, for example US or JP"
}
},
"additionalProperties": false
}| for income_statement and cash_flow (default annual); other statements have one frequency |
| statement* | string | income_statement, balance_sheet and cash_flow (US companies); Mizuho also has capital, npl, shares and annual_highlights |
{
"type": "object",
"required": [
"company",
"statement"
],
"properties": {
"at": {
"type": "string",
"description": "an ISO date: the snapshot that was the latest on that date, in place of the latest snapshot"
},
"to": {
"type": "string",
"description": "last period, in the same forms"
},
"from": {
"type": "string",
"description": "first period: a fiscal year (2024), a fiscal quarter (FY2024 Q2) or an ISO date"
},
"items": {
"type": "array",
"items": {
"type": "string"
},
"description": "item keys to keep, for example [\"revenue\", \"net_income\"]; leave empty for all"
},
"limit": {
"type": "integer",
"maximum": 60,
"minimum": 1,
"description": "maximum rows, latest first kept (default 40, at most 60)"
},
"compact": {
"type": "boolean",
"description": "true for the rows with their units only, without the conventions, item definitions and citation format"
},
"company": {
"type": "string",
"description": "company id from search_companies, for example apple or mizuho"
},
"frequency": {
"enum": [
"annual",
"quarterly"
],
"type": "string",
"description": "for income_statement and cash_flow (default annual); other statements have one frequency"
},
"statement": {
"enum": [
"income_statement",
"cash_flow",
"balance_sheet",
"capital",
"npl",
"shares",
"annual_highlights"
],
"type": "string",
"description": "income_statement, balance_sheet and cash_flow (US companies); Mizuho also has capital, npl, shares and annual_highlights"
}
},
"additionalProperties": false
}