All Fundamentals by Filing Ruby API Documentation

Returns a list of fundamentals with unique fundamental IDs associated with a particular `Intrinio Filing ID` (if applicable) that have been updated or created as a result of a company`s latest SEC filing. Useful to ensure your database is up to date with the latest fundamentals.

API Class:

Intrinio::FilingApi

Instance Method:

get_filing_fundamentals()

Stock Price Code Example

Use my API Key

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# Load the gem
require 'intrinio-sdk'
require 'pp'
# Setup authorization
Intrinio.configure do |config|
  config.api_key['api_key'] = 'YOUR_API_KEY'
  config.allow_retries = true
end
filing_api = Intrinio::FilingApi.new
identifier = "fil_B73xBG"
opts = {
  statement_code: nil,
  type: nil,
  fiscal_year: nil,
  fiscal_period: nil,
  start_date: nil,
  end_date: nil,
  next_page: nil
}
result = filing_api.get_filing_fundamentals(identifier, opts)
pp result
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Parameters

Name	Type	Description	Notes
identifier	String	A Filing identifier
statement_code	String	Filters fundamentals by statement code	[optional]
type	String	Filters fundamentals by type	[optional]
fiscal_year	Integer	Filters fundamentals by fiscal year	[optional]
fiscal_period	String	Filters fundamentals by fiscal period	[optional]
start_date	Date	Returns fundamentals on or after the given date	[optional]
end_date	Date	Returns fundamentals on or before the given date	[optional]
next_page	String	Gets the next page of data from a previous API call	[optional]

Return Type

object

Intrinio::ApiResponseFilingFundamentals

Properties

Name	Type	Description
fundamentals	Array
filing	FilingSummary
next_page	String	The token required to request the next page of the data. If null, no further results are available.

object

Intrinio::FundamentalSummary

Properties

Name	Type	Description
id	String	The Intrinio ID of the Fundamental
statement_code	String	The code of the financial statement that the Fundamental represents
fiscal_year	Float	The fiscal year
fiscal_period	String	The fiscal period
type	String	The type of Fundamental
start_date	Date	The period start date
end_date	Date	The period start date
filing_date	DateTime	The date and time when the Fundamental was filed with the SEC

object

Intrinio::FilingSummary

Properties

Name	Type	Description
id	String	The Intrinio ID of the Filing
filing_date	Date	The date when the filing was submitted to the SEC by the company
accepted_date	DateTime	The date and time when the filing was accepted by SEC
period_end_date	Date	The ending date of the fiscal period for the filing
report_type	String	The filing report type
sec_unique_id	String	A unique identifier for the filing provided by the SEC
filing_url	String	The URL to the filing page on the SEC site
report_url	String	The URL to the actual report on the SEC site
instance_url	String	The URL for the XBRL filing for the report

All Fundamentals by Filing

SDKs

API Endpoints

Standardized & As-Reported Financial Statement Data

Company Reference & Metadata

Company News

Insider & Institutional Holdings Data

Upcoming & Historical IPOs

Raw Text Filings

XBRL Searchable Financial Statement Notes

Aggregate Standardized Financial Statement Data by SIC Codes

Economic Data

Security Reference Data

Real-Time Prices

Historical Intraday Prices

Historical End of Day Prices

Technical Indicators

Historical End of Day Index Prices

Reference & Metadata

Holdings

Returns & Analytics