Excel Documentation

Standardized Fundamentals

Standardized Fundamentals

Returns a list of available standardized fundamentals (fiscal year and fiscal period) for a given ticker and statement.

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

Parameters

Name Description Example
identifier
* required
The stock market ticker symbol associated with the companies common stock ecurities. 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
* 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.
Options:
FY
QTR
TTM
YTD
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FY
item
The return value for the fundamental.
Options:
fiscal_year
end_date
start_date
fiscal_period
filing_date
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fiscal_year
sequence
* required
An integer 0 or greater for calling a single fundamental from the first entry, most recent first. 0
identifier
* required
The stock market ticker symbol associated with the companies common stock ecurities.
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.
item
* required
The return value for the fundamental.
sequence
* required
An integer 0 or greater for calling a single fundamental from the first entry, most recent first.

Output Fields

Name Description Type Example
fiscal_year the fiscal year of the fundamental number 2018
fiscal_period the fiscal period of the fundamental string Q1
end_date the last date of the fundamental date 2018-07-30
start_date the first date of the fundamental (not available for balance sheets) date 2018-09-01
fiscal_year
the fiscal year of the fundamental
fiscal_period
the fiscal period of the fundamental
end_date
the last date of the fundamental
start_date
the first date of the fundamental (not available for balance sheets)