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Financials

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GET /v1/companies/{id}/financials

Standard fields, the same for every company, read from the lines a company printed on its financial statements. Newest period first. Each fact names the filing and the XBRL tag it came from.

Terminal window
curl -H "X-API-Key: $BELFORT_API_KEY" \
"https://belfort-data-api.vercel.app/v1/companies/AAPL/financials?field=total_assets&period=annual"
Parameter Values Default
field One served field name from the list above. Every served field
period annual or quarterly. See below. Both
limit 1–100 facts per page. 40
cursor The previous page’s meta.next_cursor.

period=annual keeps full-year flows (quarters 4) and balances (quarters 0) dated on a fiscal year end, meaning the company has a full-year figure ending that day. period=quarterly keeps single quarters (quarters 1) and every balance.

Field Meaning
cik The company.
period_end The last day of the period.
quarters The period’s length in whole quarters. 0 is a balance at a point in time.
field The normalized field name.
value The figure.
unit Its unit, such as USD, or null.
derived true when the figure is computed from other printed lines rather than read from one.
source_accession The filing it came from.
tag The XBRL tag of the printed line. A derived figure has no single tag.

Five fields are strict: gross_profit, accounts_payable, pretax_income, sga and intangibles. Each one is served only when the filing prints the matching line. We don’t compute gross profit as revenue minus cost, and we don’t accept a broader or narrower line in place of the one named. When the line isn’t printed, the value is null.

Banks serve revenue only from a printed total-revenue line, such as “Total revenue”. We never add net interest income and noninterest income to make one. 151 banks keep revenue and 462 have none. Non-bank revenue is unchanged.

Income statement: revenue, cost_of_revenue, gross_profit, operating_income, net_income, net_income_attributable, basic_eps, diluted_eps, weighted_diluted_shares, sga, research_development, interest_expense, income_tax, pretax_income.

Balance sheet: cash_and_equivalents, total_assets, total_liabilities, total_equity, equity_attributable, current_assets, current_liabilities, receivables, inventory, ppe_net, goodwill, intangibles, long_term_debt, short_term_debt, accounts_payable, retained_earnings.

Cash flow: operating_cash_flow, investing_cash_flow, financing_cash_flow, capital_expenditure, depreciation_amortization, dividends_paid, share_repurchases, stock_compensation.

These are every name the route accepts. The 25 fields listed at the top are served. The rest are held back because they are not yet measured well enough; asking for one returns HTTP 400.

Both have revenue, net_income, diluted_eps, operating_cash_flow and cash_and_equivalents, and the two can differ. Metrics reads every figure a company filed in its Company Facts and picks one per period by documented rules. Financials reads the lines printed on the statements, from the SEC’s quarterly data sets, so it can be a quarter behind. Use one source per analysis.