# SEC Financial Statements API - XBRL Fundamentals (Calcbench) (`nabeelbaghoor/sec-xbrl-fundamentals-api`) Actor

SEC financial statements API: standardized XBRL fundamentals, as-reported income statements, balance sheets and cash flows, segment revenue, raw XBRL facts, 10-K and 10-Q footnote text, SEC filings and company lists for US public companies from the Calcbench API. Bring your own key.

- **URL**: https://apify.com/nabeelbaghoor/sec-xbrl-fundamentals-api.md
- **Developed by:** [Nabeel Hassan](https://apify.com/nabeelbaghoor) (community)
- **Categories:** Business, Developer tools, Automation
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $5.00 / 1,000 standardized, segment or xbrl data point returneds

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.

Learn more: https://docs.apify.com/actors/running/actors-in-store.md#pay-per-event

## What's an Apify Actor?

An Actor is a serverless cloud program that runs on the Apify platform. It has two run modes.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.

Apify vocabulary and the platform model are defined once, in the agent quickstart at https://apify.com/agents.md.

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For examples already wired to this Actor's own input schema, see the [API](#api) section below.

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).

# README

## SEC Financial Statements API - XBRL Fundamentals (Calcbench)

Pull standardized SEC XBRL fundamentals, as-reported financial statements, segment revenue, raw XBRL facts, 10-K and 10-Q footnote text, SEC filings and company lists for US public companies from the Calcbench API into a dataset, a spreadsheet or a warehouse. Bring your own API key: the run signs in with your own calcbench.com account, reads only, and charges only for rows that carry data.

### What it collects

- **Standardized fundamentals**: revenue, net income, diluted EPS, operating cash flow, capex, equity and the rest of Calcbench's standardized metrics, comparable across companies, annual, quarterly, combined or trailing twelve months, for one year, a range of years or all history. Optional point in time data shows when each value was first published and every later revision.
- **As-reported face statements**: the income statement, balance sheet, cash flow statement, statement of stockholders equity and statement of comprehensive income exactly as the company filed them, one row per line with its XBRL tag, its standardized name and the value of every period shown.
- **Segments and breakouts**: operating and geographic segment revenue, operating income, assets and capex, customer and supplier concentration, debt instruments, intangible assets, fair value levels, pensions, business combinations and more.
- **As-reported XBRL facts**: any XBRL tag as filed, including company extension tags, with its dimensions, period, unit and filing.
- **Disclosures and footnotes**: full text search across 10-K, 10-Q and 8-K text in Lucene syntax, or named sections such as Risk Factors, MD\&A, Revenue Recognition and Income Taxes, with an option to read each section's full text.
- **SEC filings**: 10-K, 10-Q, 8-K, earnings press releases, guidance updates, proxies, comment letters and more, with filing dates, fiscal periods and SEC links.
- **Companies**: tickers, CIK codes, SIC and NAICS codes and latest filing dates, by ticker, by index (Dow Jones, S\&P 500) or by industry code.
- **Standardized metrics dictionary**: every metric name with its section, unit and definition, to pick metrics from.
- Read only, pay per result, bring your own key.

### How to use it

1. You need a calcbench.com account whose subscription includes API access. Calcbench has no API keys: its API, like its official Python client, signs in with the account's email and password.
2. Put the email into **Calcbench email** and the password into **Calcbench password** (both stored as secrets), or set the `DATA_API_KEY` environment secret on the actor as `email:password`.
3. Pick **What to read**, list the **Companies** as tickers or CIK codes, set the year, period and filters, and start the run.

A run without credentials ends cleanly with a message asking for them, before any request is sent. A rejected email and password ends the run the same way.

### Input

| Field | What it does |
| --- | --- |
| What to read | Standardized fundamentals (default), as-reported face statement, segments and breakouts, as-reported XBRL facts, disclosures and footnotes, SEC filings, companies or the standardized metrics dictionary. |
| Companies | Tickers or SEC CIK codes, one per line. Each is looked up first; one Calcbench does not know becomes a free row saying so. Calcbench keeps one ticker per filer (Berkshire Hathaway is `BRKA`). |
| Standardized metrics | Metric names for standardized fundamentals; empty reads every metric. |
| Fiscal year, End year | One fiscal year, or a range; empty reads all history. |
| Fiscal period | Full year or one quarter, with a single fiscal year. |
| Period type | Annual, quarterly, annual and quarterly, or trailing twelve months. |
| Point in time | Publication timestamps and revisions for standardized fundamentals. |
| Statement, All history | Which face statement, and every period instead of the latest four. |
| Breakouts | Segment and breakout names, such as `OperatingSegmentRevenue`. |
| XBRL tags | Tags to read as filed, such as `Revenues`. |
| Search text, Disclosure names, Include disclosure text | Disclosure search and whether to read each section's text. |
| Start date, End date, Filing types, Include non-XBRL filings | SEC filings filters. |
| Index, SIC codes, NAICS codes | Company list filters. |
| Every metric | The full metrics dictionary. |
| Maximum results | Row cap for the whole run. |
| Requests per minute | Pacing. |
| Calcbench email, Calcbench password | Your own calcbench.com login, as secrets. |

### Access and licensing on the Calcbench side

- What you can read is what your Calcbench subscription includes. A data set outside it (for example segments, point in time data or disclosures on a plan without them) is refused, and the run ends with a message saying so before anything is charged.
- The password is sent only to calcbench.com, in the same login form the official Python client uses, never in a URL. It is never logged and is stripped from every error text.
- Calcbench's End User License Agreement grants use for the licensee's own internal business purposes and forbids sharing, timesharing or service bureau use. This actor does not change those terms: keep the run's dataset private and use it within your own organization unless your Calcbench agreement allows more.

### FAQ

#### What is the Calcbench API?

Calcbench is a New York financial data company that extracts and standardizes the numbers and text in SEC filings (10-K, 10-Q, 8-K earnings releases and proxies) for US public companies, from 2009 onward. Its API at calcbench.com is documented in a Swagger definition the site serves and in the official Python client, calcbench_api_client, on GitHub. This actor wraps that API's main read endpoints: standardized data, face statements, segments, raw XBRL, disclosures, filings and companies. The docs and the live host were checked on 2026-10-09.

#### Do I need a Calcbench account?

Yes. This actor is bring-your-own-key and never ships credentials. Calcbench's API signs in with the email and password of a calcbench.com account rather than an API key, so you give the actor that pair as secrets. API access is part of Calcbench's paid subscriptions; ask Calcbench if your account does not have it.

#### How do I get standardized revenue and EPS for several companies?

Pick standardized fundamentals, list the tickers, add `Revenue` and `EPSDiluted` to the standardized metrics, set the period type to quarterly and a fiscal year and end year, and run. Each row is one company, metric and period with its value, filing and dates.

#### How do I download an income statement as reported?

Pick the as-reported face statement, choose the income statement, annual or quarterly, and tick all history for every period on file. Each row is one statement line with its XBRL tag and its value for every period column.

#### Can I get segment revenue?

Yes. Pick segments and breakouts, keep `OperatingSegmentRevenue` or add `GeographicalSegmentRevenue`, and list the companies. Each row is one segment value for one period with the segment label.

#### How do I search 10-K footnotes?

Pick disclosures and footnotes and type search text such as `"goodwill impairment"`, or name sections such as Risk Factors. List companies, or set a fiscal year to search every company. Tick include disclosure text to get each section's full text.

#### Why does a ticker come back as not found?

Calcbench lists each SEC filer under one ticker, so share-class tickers such as `BRK.B` may not match (Berkshire Hathaway is `BRKA`). The actor looks every company up before reading data and returns a free row for each one Calcbench does not know. Use the 10 digit SEC CIK code instead, or find the ticker with the companies mode.

#### How is it priced?

Pay per result: 0.005 USD per standardized, segment or XBRL data point, filing, company or metric definition; 0.01 USD per face statement line (with all its periods) or disclosure match; 0.02 USD per disclosure with its full text. Requests that find nothing are free. Your Calcbench subscription applies separately.

### Example output

```json
{
  "mode": "standardized",
  "modeLabel": "Standardized fundamentals",
  "recordType": "dataPoint",
  "identifier": "MSFT",
  "found": true,
  "id": "MSFT|Revenue|2025|annual||",
  "ticker": "MSFT",
  "companyName": null,
  "metric": "Revenue",
  "fiscalYear": 2025,
  "fiscalPeriod": "annual",
  "value": 281724000000,
  "date": "2025-06-30T00:00:00",
  "url": null,
  "retrievedAt": "2026-10-09T09:15:02.118Z",
  "note": null,
  "fiscal_year": 2025,
  "fiscal_period": 0,
  "provider_metric": "Revenue",
  "provider_value": 281724000000,
  "calendar_year": 2025,
  "calendar_period": 2,
  "preliminary": false,
  "XBRL": true,
  "CIK": "0000789019",
  "filing_type": "annualQuarterlyReport",
  "period_start": "2024-07-01T00:00:00"
}
```

Values are illustrative; every provider field is passed through as the provider names it. Provider fields that share a name with a common column (such as a data point's `value` or `metric`) are kept with a `provider_` prefix.

### Keyword map

SEC financial statements API, XBRL financial data API, standardized fundamentals API, 10-K 10-Q data API, as-reported financial statements, income statement API, balance sheet API, cash flow statement API, segment revenue data, geographic segment data, XBRL tag data, SEC footnote search, 10-K text search, earnings press release data, SEC filings API, point in time fundamentals, company fundamentals by CIK, Calcbench API, Calcbench data.

# Actor input Schema

## `mode` (type: `string`):

Standardized fundamentals, the face statement, segments and as-reported XBRL facts read the companies you list. Disclosures and filings read listed companies or, with a year or date range, every company. Companies reads an index, SIC or NAICS codes or tickers; the metrics dictionary needs no companies.

## `tickers` (type: `array`):

Tickers or SEC CIK codes, one per line: MSFT, AAPL, 0000789019. Calcbench keeps one ticker per filer (Berkshire Hathaway is BRKA); a company it does not know becomes a free row saying so. Calcbench covers US SEC filers.

## `metrics` (type: `array`):

Standardized fundamentals. Metric names such as Revenue, NetIncome, EPSDiluted, OperatingCashFlow, CapitalExpenditures or StockholdersEquity, as the metrics dictionary mode lists them. Leave empty to read every metric.

## `fiscalYear` (type: `integer`):

Standardized fundamentals, segments, XBRL facts and disclosures. The fiscal year to read, or the first year of a range with the end year. Leave empty to read all history.

## `endYear` (type: `integer`):

Standardized fundamentals and segments. The last fiscal year of a range that starts at the fiscal year.

## `fiscalPeriod` (type: `string`):

Standardized fundamentals, XBRL facts and disclosures, with a single fiscal year. The full year or one fiscal quarter.

## `periodType` (type: `string`):

Standardized fundamentals: annual, quarterly, both, or trailing twelve months. Face statements and segments: annual or quarterly.

## `pointInTime` (type: `boolean`):

Standardized fundamentals. Adds when each value was published and one row per revision, from the first earnings release to later filings. Needs a Calcbench subscription that includes point in time data.

## `statementType` (type: `string`):

As-reported face statement. Which statement to read, as the company filed it.

## `allPeriods` (type: `boolean`):

As-reported face statement. Read every period on file instead of the most recent four.

## `breakoutMetrics` (type: `array`):

Segments and breakouts. Breakout names such as OperatingSegmentRevenue, OperatingSegmentOperatingIncome, GeographicalSegmentRevenue, ConcentrationRiskPercentageCustomer or DebtInstrumentCarryingAmount.

## `xbrlTags` (type: `array`):

As-reported XBRL facts. Tags as filed, one per line, matched as contains: Revenues, NetIncomeLoss, Assets, or a company extension tag. % works as a wildcard.

## `searchText` (type: `string`):

Disclosures and footnotes. Full text search in Lucene syntax, such as "goodwill impairment" or tariff AND supply. Results come back most relevant first.

## `disclosureNames` (type: `array`):

Disclosures and footnotes. Sections to read by name, such as Risk Factors, Management's Discussion And Analysis, Revenue Recognition, Income Taxes or Goodwill and Intangible Assets. XBRL notes and non-XBRL sections cannot be mixed in one run.

## `includeText` (type: `boolean`):

Disclosures and footnotes. Also read each disclosure's full text, as HTML and plain text. One more request per row, and priced higher.

## `startDate` (type: `string`):

SEC filings. Filings Calcbench published on or after this date, as YYYY-MM-DD. Set with the end date.

## `endDate` (type: `string`):

SEC filings. Filings Calcbench published on or before this date, as YYYY-MM-DD.

## `filingTypes` (type: `array`):

SEC filings. Leave empty for every type.

## `includeNonXbrl` (type: `boolean`):

SEC filings. Include filings without XBRL, such as 8-Ks and earnings releases.

## `index` (type: `string`):

Companies. Read the members of an index.

## `sicCodes` (type: `array`):

Companies. Standard Industrial Classification codes, such as 7372 or 3571.

## `naicsCodes` (type: `array`):

Companies. NAICS codes, such as 511210 or 334111.

## `includeAllMetrics` (type: `boolean`):

Standardized metrics dictionary. Include every metric Calcbench defines, not only the commonly used ones.

## `maxResults` (type: `integer`):

The most rows this run returns and charges for, across all companies.

## `requestsPerMinute` (type: `integer`):

Pacing. Calcbench publishes no rate limit; the actor also waits and retries when the provider answers 429.

## `email` (type: `string`):

The email you sign in to calcbench.com with. Calcbench has no API keys: its API signs in with your account's email and password, as its official Python client does. Stored as a secret and never logged. You can instead set the DATA_API_EMAIL environment secret.

## `apiKey` (type: `string`):

Your calcbench.com password, used only to sign in to the Calcbench API for this run. Stored as a secret, sent only to calcbench.com and never logged. You can instead set the DATA_API_KEY environment secret, as the password or as email:password.

## Actor input object example

```json
{
  "mode": "standardized",
  "tickers": [
    "MSFT",
    "AAPL"
  ],
  "metrics": [
    "Revenue",
    "NetIncome"
  ],
  "fiscalPeriod": "annual",
  "periodType": "annual",
  "pointInTime": false,
  "statementType": "Income",
  "allPeriods": false,
  "breakoutMetrics": [
    "OperatingSegmentRevenue"
  ],
  "xbrlTags": [
    "Revenues"
  ],
  "includeText": false,
  "includeNonXbrl": true,
  "includeAllMetrics": false,
  "maxResults": 500,
  "requestsPerMinute": 60
}
```

# Actor output Schema

## `records` (type: `string`):

One row per standardized data point, statement line, segment value, XBRL fact, disclosure, filing, company or metric.

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {
    "tickers": [
        "MSFT",
        "AAPL"
    ],
    "metrics": [
        "Revenue",
        "NetIncome"
    ],
    "breakoutMetrics": [
        "OperatingSegmentRevenue"
    ],
    "xbrlTags": [
        "Revenues"
    ]
};

// Run the Actor and wait for it to finish
const run = await client.actor("nabeelbaghoor/sec-xbrl-fundamentals-api").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {
    "tickers": [
        "MSFT",
        "AAPL",
    ],
    "metrics": [
        "Revenue",
        "NetIncome",
    ],
    "breakoutMetrics": ["OperatingSegmentRevenue"],
    "xbrlTags": ["Revenues"],
}

# Run the Actor and wait for it to finish
run = client.actor("nabeelbaghoor/sec-xbrl-fundamentals-api").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{
  "tickers": [
    "MSFT",
    "AAPL"
  ],
  "metrics": [
    "Revenue",
    "NetIncome"
  ],
  "breakoutMetrics": [
    "OperatingSegmentRevenue"
  ],
  "xbrlTags": [
    "Revenues"
  ]
}' |
apify call nabeelbaghoor/sec-xbrl-fundamentals-api --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,nabeelbaghoor/sec-xbrl-fundamentals-api"
        }
    }
}
```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/NbxFPzaVzyKs3iRtU/builds/mCeJkuUCs2s5t4Vjf/openapi.json