Get Financial Statements
get_financial_statementsExtract structured financial statements from a 10-K or 10-Q filing.
Returns balance sheet, income statement, cash flow statement, equity statement, and comprehensive income — each as markdown table content extracted from the filing's XBRL R-files.
To use this tool, first find a 10-K or 10-Q accession number using get_filings, then pass it here.
Coverage: filings with XBRL, which the SEC phased in by company size: the largest companies from mid-2009, other large companies from mid-2010, all others from mid-2011. Earlier reports have no statements here (read a 10-K's Item 8 with get_filing_item); to have earlier years added, email support@beatandraise.com.
Args:
cik: Company CIK (e.g. "0000320193")
accession_number: Accession number of a 10-K or 10-Q filing
include_tags: true to also get each statement as lines: every line with its XBRL tag
(concept, axis members, unit) and its figures for the filing's own period (this
quarter and year to date, or the balance sheet date), each with its value in full
units, the text the page prints, a ref for check_citations and a highlight_url
that opens the 10-K / 10-Q with that number marked. For building a spreadsheet model
or citing figures: concept + members + unit identifies the same line in the next
filing. Figures printed as a dash (zero) and filings before mid-2019 (no inline
XBRL) have no ref or link; a filing's tags are added the night after it is filed
(tags_note says why a statement has none). Responses are larger: ask for fewer
statements or filings.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cik | Yes | ||
| include_tags | No | ||
| accession_number | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||