SEC XBRL Fundamentals: financial statements API and screener for every US public company

SEC XBRL Fundamentals returns clean, normalized financial statements for any company that files with the SEC, read from the official XBRL data on data.sec.gov. You get one row per company and period (fiscal year, quarter or trailing twelve months) with about 35 metrics: revenue, gross profit, operating income, net income, EPS, cash, debt, assets, equity, operating cash flow, capex, free cash flow and more. Every value carries its source: the XBRL tag, the accession number, the form and the filing date.

A second screener mode lists one metric for every SEC filer in a calendar period, for example all companies with more than $1B of revenue in 2024, filtered by value and state.

• ✅ Official as-filed numbers from SEC XBRL filings (10-K, 10-Q). No login, proxy or API key needed.
• ✅ One clean schema for every company: synonym tags (Revenues, RevenueFromContractWithCustomerExcludingAssessedTax, SalesRevenueNet…) are merged into one revenue column.
• ✅ Annual, quarterly and TTM: Q4 is derived from the 10-K (FY minus nine months), cash-flow quarters from year-to-date statements, TTM from the last four quarters.
• ✅ Traceable: sources names the tag, filing and method behind each number.
• ✅ Screener across every XBRL filer: one metric, one period, min/max and state filters.
• ✅ Look companies up by ticker, CIK or name.

Start in one minute

Click Start with the prefilled input:

{
  "mode": "company",
  "companies": ["AAPL", "MSFT"],
  "periodTypes": ["annual"],
  "fromYear": 2022,
  "maxItems": 10
}

You get: Apple's and Microsoft's fiscal years from 2022 on, newest first, with revenue, netIncome, epsDiluted, freeCashFlow and the rest.

Cost: up to $0.03: 10 periods × $0.003, plus the $0.00005 actor-start fee.

Use with an AI assistant

Connect the Apify MCP server to Claude, ChatGPT, Cursor or any MCP client (https://mcp.apify.com?tools=cprussin/sec-xbrl-fundamentals loads only this actor), then paste:

Use the Apify actor cprussin/sec-xbrl-fundamentals to get quarterly and TTM financials for NVDA and AMD since fiscal 2024, then compare their revenue growth, gross margin and free cash flow.

Recipes

Quarterly financials with derived Q4

{
  "companies": ["NVDA"],
  "periodTypes": ["quarterly"],
  "fromYear": 2024,
  "maxItems": 20
}

TTM snapshot for a watchlist

Trailing-twelve-month revenue, earnings and cash flow at each quarter end; keep the newest per company.

{
  "companies": ["AAPL", "Coca-Cola Co", "789019"],
  "periodTypes": ["ttm"],
  "fromYear": 2026,
  "maxItems": 30
}

Screener: every company with $1B+ revenue in 2024

{
  "mode": "screener",
  "metric": "revenue",
  "period": "CY2024",
  "minValue": "1000000000",
  "maxItems": 5000
}

Screener: California companies by total assets

Balance-sheet metrics are point-in-time: CY2024 becomes CY2024Q4I (the 2024 year end).

{
  "mode": "screener",
  "metric": "totalAssets",
  "period": "CY2024",
  "states": ["CA"],
  "maxItems": 100
}

Screener: any us-gaap tag

{
  "mode": "screener",
  "customTag": "Goodwill",
  "customUnit": "USD",
  "period": "CY2025Q2I",
  "maxItems": 100
}

Who uses SEC fundamentals?

• Investors and analysts pull standardized statements and TTM figures without Yahoo or paid terminals.
• Quants and data scientists build factor datasets and backtests from as-filed numbers with filing dates (no look-ahead).
• Fintech and AI agents feed company financials into apps, dashboards and LLM answers with a citation for every number.
• Researchers and journalists rank whole industries with the screener.

How does it work?

1. Company mode: each ticker or name is resolved to its SEC CIK (via company_tickers.json), then the company's XBRL facts are read from data.sec.gov/api/xbrl/companyfacts.
2. Periods come from the company's 10-K and 10-Q filings. For each metric, the first tag in its fallback list that has a value wins.
3. Quarters missing from the filings are derived: Q4 = full year − nine months (or − Q1−Q3), Q2/Q3 cash flow = year-to-date − previous year-to-date. TTM sums the last four quarters; at a fiscal year end it equals the annual figure.
4. Screener mode: the SEC's frames API returns one value per filer for a tag and calendar period. All synonym tags of the metric are queried and merged (one row per company), then filtered and sorted.

The actor follows the SEC's fair-access policy: it sends a declared User-Agent, stays under 10 requests per second (3 in parallel) and backs off on HTTP 429/503.

Input

Field	Mode	Description	Example
mode	both	company or screener	"company"
companies	company	Tickers, CIKs or registered names	["AAPL", "320193"]
periodTypes	company	annual, quarterly, ttm (default annual)	["annual", "ttm"]
fromYear / toYear	company	Fiscal-year range (empty = everything SEC has, from about 2009)	2022
metric	screener	Metric key (see the output fields), default revenue	"netIncome"
period	screener	CY2024, CY2024Q2 or CY2024Q4I (instant); default last year	"CY2024"
minValue / maxValue	screener	Value range, as text	"1000000000"
states	screener	US business-address states (excludes non-US filers when set)	["CA", "NY"]
sortBy	screener	valueDesc, valueAsc or name	"valueDesc"
customTag, customUnit	screener	Any us-gaap tag instead of a metric; unit USD, USD/shares, shares, pure	"Goodwill"
maxItems	both	Maximum records (each is billed)	100

What data do you get?

Company mode, one item per company and period (shortened):

{
  "recordType": "company-period",
  "cik": "320193",
  "ticker": "AAPL",
  "companyName": "Apple Inc.",
  "periodType": "quarterly",
  "fiscalYear": 2026,
  "fiscalPeriod": "Q4",
  "periodStart": "2026-06-28",
  "periodEnd": "2026-09-26",
  "form": "10-K",
  "accessionNumber": "0000320193-26-000026",
  "filed": "2026-11-03",
  "filingUrl": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000026/0000320193-26-000026-index.htm",
  "currency": "USD",
  "revenue": 114477000000,
  "costOfRevenue": 59657000000,
  "grossProfit": 54820000000,
  "operatingIncome": 35631000000,
  "netIncome": 30711000000,
  "epsDiluted": 2.11,
  "cash": 36305000000,
  "totalAssets": 404548000000,
  "totalLiabilities": 292455000000,
  "stockholdersEquity": 112093000000,
  "totalDebt": 80111000000,
  "sharesOutstanding": 14532259000,
  "operatingCashFlow": 28101000000,
  "capitalExpenditures": 2242000000,
  "freeCashFlow": 25859000000,
  "sources": {
    "revenue": {
      "tag": "RevenueFromContractWithCustomerExcludingAssessedTax",
      "accn": "0000320193-26-000026",
      "form": "10-K",
      "filed": "2026-11-03",
      "method": "ytd-difference",
      "accns": ["0000320193-26-000020", "0000320193-26-000026"]
    }
  }
}

All metrics: revenue, costOfRevenue, grossProfit, researchAndDevelopment, sellingGeneralAdministrative, operatingExpenses, operatingIncome, interestExpense, pretaxIncome, incomeTaxExpense, netIncome, epsBasic, epsDiluted, weightedSharesBasic, weightedSharesDiluted, dividendsPerShare, cash, shortTermInvestments, accountsReceivable, inventory, currentAssets, totalAssets, currentLiabilities, totalLiabilities, stockholdersEquity, shortTermDebt, longTermDebt, totalDebt, sharesOutstanding, operatingCashFlow, capitalExpenditures, freeCashFlow, depreciationAmortization, stockBasedCompensation, dividendsPaid, shareRepurchases. A metric the company doesn't report is null.

Screener mode, one item per filer:

{
  "recordType": "frame-row",
  "cik": "320193",
  "ticker": "AAPL",
  "companyName": "Apple Inc.",
  "metric": "revenue",
  "value": 391035000000,
  "unit": "USD",
  "period": "CY2024",
  "periodStart": "2023-10-01",
  "periodEnd": "2024-09-28",
  "state": "CA",
  "country": "US",
  "location": "US-CA",
  "accessionNumber": "0000320193-26-000026",
  "filingUrl": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000026/0000320193-26-000026-index.htm",
  "sources": {
    "value": {
      "tag": "RevenueFromContractWithCustomerExcludingAssessedTax",
      "accn": "0000320193-26-000026"
    }
  }
}

Field notes

• sources.*.method: reported (one fact as filed), ytd-difference (year-to-date minus the previous year-to-date), fy-minus-quarters (FY − Q1 − Q2 − Q3), ttm-sum (four quarters), approximate (per-share Q4/TTM by subtraction or summing) or computed (e.g. free cash flow = operating cash flow − capex; total debt = short-term + long-term debt).
• Amounts are as first reported; per-share values and share counts use the latest filing, so stock splits are reflected where a later filing restated them.
• Weighted-average share counts are never derived (null for derived Q4 and TTM).
• fiscalYear is the company's own fiscal year label (e.g. Apple's FY2026 ends in September 2026).
• Screener period is the SEC calendar frame: the SEC maps each company's fiscal period to the nearest calendar year or quarter.
• Only us-gaap USD facts are used, so most foreign private issuers (IFRS) are not covered.

How much does it cost?

This actor is priced per result (pay-per-event):

Event	Price
Company period (one company × one year, quarter or TTM)	$0.003
Screener row (one filer's value)	$0.001

For example, ten years of annual data for 100 companies (1,000 periods) costs $3.00; a screen of 5,000 filers costs $5.00. Periods with almost no data are skipped and not billed. If you set a maximum cost per run, the actor stops cleanly at that limit.

Tips

• Combine periodTypes: ["quarterly", "ttm"] for both views in one run.
• Use filed and accessionNumber to build point-in-time datasets without look-ahead bias.
• To identify your own organization to the SEC, set a SEC_USER_AGENT environment variable (your company name and a contact email address).
• Send results to Google Sheets, Slack, email or a webhook through Apify integrations.

FAQ

Is this data official? Yes. Every value comes from SEC XBRL data, and filingUrl links to the original filing.

How fresh is it? The SEC updates its XBRL APIs within minutes of a filing being accepted.

Why is a metric null? The company doesn't report a matching tag for that period (banks have no gross profit, many companies combine SG&A lines), or a quarter couldn't be derived.

Disclaimer: This actor is not affiliated with the U.S. Securities and Exchange Commission, and its output is not investment advice.

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