Excel Documentation

Standardized Tags

Standardized Tags

Returns the standardized tags and labels for a given ticker, statement, and date or fiscal year/fiscal quarter.

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

Parameters

Name Description Example
statement
* required
The financial statement requested, options include the income statement, balance sheet, statement of cash flows, calculated metrics and ratios, and current data points.
Options:
income_statement
balance_sheet
cash_flow_statement
calculations
current
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income_statement
identifier
The stock market ticker symbol associated with the companies common stock securities. AAPL
item
* required
The return value for the tag.
Options:
name
tag
parent
factor
balance
type
units
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name
sequence
* required
An integer 0 or greater for calling a single tag from the first entry, based on order. 0
statement
* required
The financial statement requested, options include the income statement, balance sheet, statement of cash flows, calculated metrics and ratios, and current data points.
identifier
* required
The stock market ticker symbol associated with the companies common stock securities.
item
* required
The return value for the tag.
sequence
* required
An integer 0 or greater for calling a single tag from the first entry, based on order.

Output Fields

Name Description Type Example
name the readable name of the tag string Operating Revenue
tag the Intrinio standardized tag string operatingrevenue
parent the parent Intrinio standardized tag forming the statement relationship with the factor. number totalrevenue
factor the operator forming the statement relationship between the child tag (or tags) and the parent. string +
balance the accounting balance (debit or credit) of the tag amount credit
type the nature of the tag, operating or nonoperating string operating
units the unit of the tag string usd
name
the readable name of the tag
tag
the Intrinio standardized tag
parent
the parent Intrinio standardized tag forming the statement relationship with the factor.
factor
the operator forming the statement relationship between the child tag (or tags) and the parent.
balance
the accounting balance (debit or credit) of the tag
type
the nature of the tag, operating or nonoperating
units
the unit of the tag