Company fundamentals

Roughly 1,900 US companies, built from SEC filings. Where the macro data describes economies, this describes the companies inside them, and it is wired the same way: a company is an entity, and everything about it is an observation against that entity. That means the request you already learned works here. company_AAPL behaves exactly like country_TUR, and a fundamentals row carries the same provenance and trust fields as an inflation print.

Finding a company

Tickers are convenient and ambiguous. Search resolves names, tickers and CIKs to the canonical entity.

curl -H "x-api-key: $QUANTORA_API_KEY" \
  "https://api.financialdatapi.com/companies?search=apple"

import requests

r = requests.get(
    "https://api.financialdatapi.com/companies",
    params={"search": "apple"},
    headers={"x-api-key": KEY},
)
company = r.json()["data"][0]

const r = await fetch(
  "https://api.financialdatapi.com/companies?search=apple",
  { headers: { "x-api-key": process.env.QUANTORA_API_KEY } }
);
const [company] = (await r.json()).data;

Response

{
  "data": [
    {
      "entityId": "company_AAPL",
      "ticker": "AAPL",
      "name": "Apple Inc.",
      "cik": "0000320193",
      "exchange": "NASDAQ",
      "sector": "Information Technology"
    }
  ]
}

Fetching fundamentals

curl -H "x-api-key: $QUANTORA_API_KEY" \
  "https://api.financialdatapi.com/companies/AAPL/fundamentals"

rows = requests.get(
    "https://api.financialdatapi.com/companies/AAPL/fundamentals",
    headers={"x-api-key": KEY},
).json()["data"]

const rows = await fetch(
  "https://api.financialdatapi.com/companies/AAPL/fundamentals",
  { headers: { "x-api-key": process.env.QUANTORA_API_KEY } }
).then((r) => r.json()).then((j) => j.data);

Statements, derived multiples, filing metadata and insider transactions all arrive through this one call.

The annual row trap

This is the single most important thing on this page, and the mistake is silent. Fundamentals carry a full-year FY row and a Q4 row on the same date. They are not duplicates and they are not additive. Both are correct; they answer different questions.

Never sum four quarters to get an annual figure. The FY row is already in the response, so summing double counts the year.For quarterly data, filter the FY rows out. For annual data, take the FY row.

quarterly = [r for r in rows if r["fiscalPeriod"] != "FY"]
annual    = [r for r in rows if r["fiscalPeriod"] == "FY"]

const quarterly = rows.filter((r) => r.fiscalPeriod !== "FY");
const annual    = rows.filter((r) => r.fiscalPeriod === "FY");

A chart that plots the unfiltered series shows a spike every fourth quarter. If you have ever seen that shape in a fundamentals chart, this was why.

Screening

Screeners run the filter server side and return matching companies, which is far cheaper than pulling the universe and filtering locally.

curl -H "x-api-key: $QUANTORA_API_KEY" \
  "https://api.financialdatapi.com/screeners/value?limit=50"

hits = requests.get(
    "https://api.financialdatapi.com/screeners/value",
    params={"limit": 50},
    headers={"x-api-key": KEY},
).json()["data"]

Coverage caveats

US only. Companies filing with the SEC. No international filers. Filing lag is real. A figure appears when the filing is made, not when the quarter ends, and that gap runs to weeks. releaseDate is the field that matters for anything point in time. Restatements happen. A company can revise a prior period, so today’s history is not necessarily the history you fetched last month. Store releaseDate and reconstruct. Prices are a separate dataset. Market capitalisation and price based multiples depend on market feeds with their own freshness and their own licensing. See Markets.

Companies endpoints

Every company route, with a playground.

Trust metadata

The flags that decide whether a row belongs in a model.

Overview

Core concepts

The data

Finding a company

Fetching fundamentals

The annual row trap

Screening

Coverage caveats

Companies endpoints

Trust metadata

​Finding a company

​Fetching fundamentals

​The annual row trap

​Screening

​Coverage caveats

Companies endpoints

Trust metadata

Finding a company

Fetching fundamentals

The annual row trap

Screening

Coverage caveats