Excel Documentation | Intrinio

Excel Documentation

Bank Financials

Bank Financials

Returns the Bank Financials directly from the financial statements of the call report, UBPR report, and Y-9C XBRL filings from the bank issued with the FDIC.

Function:
=IntrinioBankFinancials(identifier, statement, sequence, type, tag, rounding)

Parameters

Name Description Example
identifier
* required
The stock market ticker symbol associated with the companies common stock securities, or the bank/bank holding company RSSD ID issued by the Federal Reserve. AAPL
statement
* required
The financial statement requested from the call report, the UBPR report, or the Y-9C report, which can be found from the bank fundamentals end point. RI
sequence
The sequence of the requested fundamental (i.e. 0 is the first available fundamental associated with the fiscal period type. 0
type
The type of periods requested - includes fiscal years for annual data, quarters for quarterly data and trailing twelve months for annual data on a quarterly basis.
Options:
FY
QTR
TTM
YTD
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FY
tag
* required
The specified bank call report, UBPR report, or Y-9C report XBRL tag. RIADA518
fiscal_year
The fiscal year associated with the fundamental. 2018
fiscal_period
The fiscal period associated with the fundamental.
Options:
FY
Q1
Q2
Q3
Q4
Q1TTM
Q2TTM
Q3TTM
Q2YTD
Q3YTD
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Q4
rounding
* required
Round the returned value (actuals, thousands, millions, billions).
Options:
A
K
M
B
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A
identifier
* required
The stock market ticker symbol associated with the companies common stock securities, or the bank/bank holding company RSSD ID issued by the Federal Reserve.
statement
* required
The financial statement requested from the call report, the UBPR report, or the Y-9C report, which can be found from the bank fundamentals end point.
sequence
* required
The sequence of the requested fundamental (i.e. 0 is the first available fundamental associated with the fiscal period type.
type
* required
The type of periods requested - includes fiscal years for annual data, quarters for quarterly data and trailing twelve months for annual data on a quarterly basis.
tag
* required
The specified bank call report, UBPR report, or Y-9C report XBRL tag.
fiscal_year
* required
The fiscal year associated with the fundamental.
fiscal_period
* required
The fiscal period associated with the fundamental.
rounding
* required
Round the returned value (actuals, thousands, millions, billions).

Output Fields

Name Description Type
tag the bank call report, UBPR report, or Y-9C report XBRL tag of the financial data point string
value the value of the XBRL tag of the financial data point number
tag
the bank call report, UBPR report, or Y-9C report XBRL tag of the financial data point
value
the value of the XBRL tag of the financial data point