Excel Documentation | Intrinio

Excel Documentation

Historical Data

Historical Data

Returns the historical data for a selected identifier (ticker symbol or index symbol) for a selected tag. Income statement, cash flow statement, and ratios are returned as trailing twelve months values by default, but can be changed with the type parameter. All other historical data points are returned as their value on a certain day based on filings reported as of that date.

Function:
=IntrinioHistoricalData(identifier, item, sequence)
Available in Sandbox

Parameters

Name Description Example
identifier
* required
An identifier, which can be a security ticker, SEC CIK ID, FRED Series ID, etc. AAPL
item
* required
An item, which can be a data tag or a special code (reference) marketcap
start_date
The earliest date for which to return data. 2018-04-02
end_date
The latest date for which to return data. 2018-5-03
frequency
The frequency of the historical prices & valuation data.
Options:
daily
weekly
monthly
quarterly
yearly
show more show less
yearly
type
The type of historical data to fetch. For financial statements, the type reflects the type of financial statement. For Sector data, the type reflect the aggretation (mean, median, max, min) type of the data.
Options:
FY
QTR
TTM
YTD
count
sum
max
75thpctl
mean
median
25thpctl
min
show more show less
FY
sequence
* required
An integer 0 or greater for calling a single historical data point from the first entry, based on sort order. 0
show_date
If true, the function will return the date value, and if false the function will return the data point value for a given query.
Options:
Yes
show more show less
Yes
identifier
* required
An identifier, which can be a security ticker, SEC CIK ID, FRED Series ID, etc.
item
* required
An item, which can be a data tag or a special code (reference)
start_date
* required
The earliest date for which to return data.
end_date
* required
The latest date for which to return data.
frequency
* required
The frequency of the historical prices & valuation data.
type
* required
The type of historical data to fetch. For financial statements, the type reflects the type of financial statement. For Sector data, the type reflect the aggretation (mean, median, max, min) type of the data.
sequence
* required
An integer 0 or greater for calling a single historical data point from the first entry, based on sort order.
show_date
* required
If true, the function will return the date value, and if false the function will return the data point value for a given query.

Output Fields

Name Description Type
identifier An identifier, which can be a security ticker, SEC CIK ID, FRED Series ID, etc. -
item An item, which can be a data tag or a special code (reference) -
date the date associated with the value -
value the value -
identifier
An identifier, which can be a security ticker, SEC CIK ID, FRED Series ID, etc.
item
An item, which can be a data tag or a special code (<a href='https://data.intrinio.com/data-tags'>reference</a>)
date
the date associated with the value
value
the value