Documentation: Financials & Fundamentals API

Overview

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The FinIQ Fundamentals API offers a 360-degree view of a company's financial health. We aggregate data from regulatory filings (10-K, 10-Q) into standardized JSON objects, covering Balance Sheets, Income Statements, Cash Flows, Dividends, and Splits.

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Key Capabilities:

‍History: 30+ Years (Point-in-Time).

Standardization: GAAP/IFRS mapped to common keys (totalRevenue).
Adjustments: Automatic Split & Dividend adjustments.
Granularity: Both "As-Reported" and "Standardized" views available.
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1. Access Methods

Choose the right ingestion method for your infrastructure.

Method	Use Case	Format
REST API	Live dashboards, valuation models, mobile apps.	JSON
Bulk CSV	Backtesting factor strategies (e.g. Value, Quality).	CSV / Excel
SQL Direct	Sync full history to Snowflake/BigQuery.	Table Stream
Vector Feed	New: RAG Integration. Query financial narratives.	Embeddings

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2. REST API: Fundamentals Endpoint

Endpoint: GET https://api.finiq.data/v1/fundamentals

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Request Parameters:

Parameter	Type	Required	Description
api_token	string	Yes	Your API Key.
ticker	string	Yes	The symbol to query (e.g., AAPL, MSFT).
statement	string	No	Filter: Balance_Sheet, Income_Statement, Cash_Flow.
period	string	No	Frequency: quarterly (default), yearly, or ttm.

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Example Request (Python):

import requests

url = "https://api.finiq.data/v1/fundamentals"
params = {
    "api_token": "YOUR_KEY",
    "ticker": "AAPL",
    "statement": "Income_Statement",
    "period": "quarterly"
}

response = requests.get(url, params=params)
data = response.json()

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Response Structure (JSON)

{
  "ticker": "AAPL",
  "fiscal_period": "2025-Q3",
  "filing_date": "2025-09-30",
  "currency": "USD",
  "Income_Statement": {
    "totalRevenue": 89500000000,
    "costOfRevenue": 48900000000,
    "grossProfit": 40600000000,
    "researchDevelopment": 7800000000,
    "netIncome": 22900000000
  }
}

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3. Data Dictionary (Key Metrics)

Field	Statement	Description
totalRevenue	Income	Top-line sales revenue recognized in the period.
netIncome	Income	The "Bottom Line". Profit after all expenses and taxes.
totalAssets	Balance	Sum of all current and non-current assets.
totalStockholderEquity	Balance	Assets minus Liabilities. Book Value of the company.
operatingCashFlow	Cash Flow	Cash generated from core business operations.
ForwardAnnualDividendYield	Dividends	Projected annual return from dividends based on current payouts.

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4. Global Coverage & Normalization

We map disparate global filing standards into a unified taxonomy.

Region	Source	Standard	Normalization
United States	SEC	US GAAP	Full Mapping
European Union	ESMA	IFRS	Full Mapping
United Kingdom	Companies House	UK GAAP / IFRS	Full Mapping
Japan	FSA	J-GAAP / IFRS	Full Mapping

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5. Bulk Data Access (CSV)

For historical backtesting, download individual files or the full "Financials Package."

File Naming Convention: {Ticker}_{Statement}_History.csv

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Available Files:

{Ticker}_Balance_Sheet.csv
{Ticker}_Income_Statement.csv
{Ticker}_Cash_Flow.csv
{Ticker}_Dividend_History.csv
{Ticker}_Splits_Summary.csv

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How to Download:

Navigate to Data Export.
Select Financials Package.
Choose Ticker Universe and Date Range (e.g. "Russell 3000", "2010-2024").
Click Download ZIP.

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Author Name

Team Nextmark