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. 2362074
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
show more show less
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
show more show less
Q4
rounding
* required
Round the returned value (actuals, thousands, millions, billions).
Options:
A
K
M
B
show more show less
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 Example
tag the bank call report, UBPR report, or Y-9C report XBRL tag of the financial data point string RIAD4056
value the value of the XBRL tag of the financial data point number 1503000.0
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