Excel Documentation | Intrinio

Excel Documentation

Standardized Financials

Standardized Financials

Returns professional-grade historical financial data. This data is standardized, cleansed and verified to ensure the highest quality data sourced directly from the XBRL financial statements. The primary purpose of standardized financials are to facilitate comparability across a single company’s fundamentals and across all companiesfundamentals. For example, it is possible to compare total revenues between two companies as of a certain point in time, or within a single company across multiple time periods. This is not possible using the as reported financial statements because of the inherent complexity of reporting standards.

Function:
=IntrinioFinancials(identifier, statement, sequence, type, tag, rounding)
Function:
=IntrinioFinancials(identifier, statement, fiscal_year, fiscal_period, tag, rounding)
Available in Sandbox

Parameters

Name Description Example
identifier
* required
The stock market ticker symbol associated with the companies common stock securities. AAPL
statement
* required
The financial statement requested, options include the income statement, balance sheet, statement of cash flows and calculated metrics and ratios.
Options:
income_statement
balance_sheet
cash_flow_statement
calculations
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income_statement
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
fiscal_year
The fiscal year associated with the fundamental. 2017
fiscal_period
The fiscal period associated with the fundamental.
Options:
FY
Q1
Q2
Q3
Q4
Q1TTM
Q2TTM
Q3TTM
Q2YTD
Q3YTD
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Q2
tag
The specified standardized tag. operatingrevenue
sequence
The sequence of the requested fundamental (i.e. 0 is the first available fundamental associated with the fiscal period type. 0
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.
statement
* required
The financial statement requested, options include the income statement, balance sheet, statement of cash flows and calculated metrics and ratios.
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.
fiscal_year
* required
The fiscal year associated with the fundamental.
fiscal_period
* required
The fiscal period associated with the fundamental.
tag
* required
The specified standardized tag.
sequence
* required
The sequence of the requested fundamental (i.e. 0 is the first available fundamental associated with the fiscal period type.
rounding
* required
Round the returned value (actuals, thousands, millions, billions).

Output Fields

Name Description Type
tag the Intrinio standardized tag of the financial data point string
value the value of the Intrinio tag of the financial data point number
tag
the Intrinio standardized tag of the financial data point
value
the value of the Intrinio tag of the financial data point