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

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SEC Financial Statements API - XBRL Fundamentals (Calcbench)

Try for free

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.

Pricing

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

Rating

0.0

(0)

Developer

Nabeel Hassan

Actor stats

Bookmarked

Total users

Monthly active users

16 days ago

Last modified

Categories

Business

Developer tools

Automation

What to read

mode

Optional

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.

Type:string

Default:standardized

Options:

standardizedfaceStatementsegmentsasReporteddisclosuresfilingscompaniesmetrics

Companies

tickers

Optional

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.

Type:array

Default:

[
  "MSFT"
]

Standardized metrics

metrics

Optional

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.

Type:array

Fiscal year

fiscalYear

Optional

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.

Type:integer

Minimum:1990

Maximum:2100

End year

endYear

Optional

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

Type:integer

Minimum:1990

Maximum:2100

Fiscal period

fiscalPeriod

Optional

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

Type:string

Default:annual

Options:

annualQ1Q2Q3Q4

Period type

periodType

Optional

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

Type:string

Default:annual

Options:

annualquarterlycombinedTTM

Point in time

pointInTime

Optional

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.

Type:boolean

Default:false

Statement

statementType

Optional

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

Type:string

Default:Income

Options:

IncomeBalanceCashFlowStockholdersEquityStatementOfComprehensiveIncome

All history

allPeriods

Optional

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

Type:boolean

Default:false

Breakouts

breakoutMetrics

Optional

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

Type:array

Default:

[
  "OperatingSegmentRevenue"
]

XBRL tags

xbrlTags

Optional

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.

Type:array

Search text

searchText

Optional

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

Type:string

Disclosure names

disclosureNames

Optional

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.

Type:array

Include disclosure text

includeText

Optional

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

Type:boolean

Default:false

Start date

startDate

Optional

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

Type:string

End date

endDate

Optional

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

Type:string

Filing types

filingTypes

Optional

SEC filings. Leave empty for every type.

Type:string[]

Include non-XBRL filings

includeNonXbrl

Optional

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

Type:boolean

Default:true

Index

index

Optional

Companies. Read the members of an index.

Type:string

Options:

DJIASP500IFRSESMA

SIC codes

sicCodes

Optional

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

Type:array

NAICS codes

naicsCodes

Optional

Companies. NAICS codes, such as 511210 or 334111.

Type:array

Every metric

includeAllMetrics

Optional

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

Type:boolean

Default:false

Maximum results

maxResults

Optional

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

Type:integer

Minimum:1

Maximum:100000

Default:500

Requests per minute

requestsPerMinute

Optional

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

Type:integer

Minimum:1

Maximum:600

Default:60

Calcbench email

Optional

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.

Type:string

Calcbench password

apiKey

Optional

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.

Type:string

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