Raw XBRL Facts
get_xbrl_factsUse this when the user asks for a number the standard statements don't break out — revenue by segment, geography, product or customer, customer concentration, an industry metric (medical cost ratio, reserve replacement ratio) — or a figure exactly as filed in a 10-K / 10-Q. Searches the raw XBRL facts (~3,000 per filing, with dimensional breakdowns); for standard statements and the 250+ standard metrics, get_financials is faster.
Breakdowns exist only where the filer tags them (usually revenue + segment profit / Adjusted EBITDA).
Revenue concentration / share by customer, channel, distributor, geography or product: search
concentration(as-filedConcentrationRiskPercentage, present even when the prose is qualitative).A past filing: the default is the latest filing as of TODAY; pin
accession_numberorfiscal_year/fiscal_period.A standalone quarter from a cumulative YTD line:
period_history: true(recipe on that parameter).
Sign — read before quoting a direction. <raw_data>.value is the raw as-filed value: a positive magnitude for outflow / contra-asset concepts (PaymentsTo…, capex, accumulated depreciation) but signed by construction for the IncreaseDecreaseIn… working-capital family. Where a negative value carries the negated-label role, the table shows the filed face instead. (filed −) is a per-concept hint, not a guarantee: it fires wherever the filing presents that concept negatively anywhere (e.g. TXN's tax provision, whose face reads 709). When direction is load-bearing, check the edgar fact link or use get_financials (a curated statement-sign map).
Share counts: the dei EntityCommonStockSharesOutstanding ("cover-page / current", as of the filing date) is for market cap and equity value; the us-gaap CommonStockSharesOutstanding is the balance-sheet period-end count; WeightedAverageNumberOf…SharesOutstanding is the per-period EPS average. They can differ a few % — match the Period column to your task.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Maximum facts to return (default 50, max 200) | |
| search | Yes | Search XBRL concepts by label or name. SPACES INSIDE A TERM ARE 'AND' — every word must appear somewhere in the fact's concept name, label, OR its dimension axis/member labels AS THE FILER WROTE THEM. Commas are OR ('goodwill,impairment'). So adding a category word to narrow a search can silently DROP the series you want: the filer may name the axis something else entirely (AutoNation tags reporting-unit goodwill on 'Goodwill Reporting Units', so 'goodwill segment' eliminates it while 'goodwill' finds it). PREFER ONE WORD and filter the results yourself; widen if a multi-word search returns suspiciously few facts. Examples: 'goodwill', 'medical cost ratio', 'goodwill,impairment', 'concentration' (revenue share by customer / channel / distributor / geography / product). | |
| ticker | Yes | Company ticker symbol (e.g., 'UNH', 'AAPL'). Must be exact. | |
| form_type | No | Filing type when auto-resolving (ignored if accession_number provided). Default: 10-K (annual). FPI filers: 20-F/40-F (annual) or 6-K (interim) — the backend auto-resolves the right form family, so the default also serves FPIs. | 10-K |
| fiscal_year | No | Fiscal year to look up (e.g., 2022). If omitted, uses the latest filing. Ignored if accession_number provided. | |
| fiscal_period | No | Pin the exact period when resolving by fiscal_year (Q1/Q2/Q3/Q4/FY). WITHOUT it, fiscal_year resolves to the LATEST filing of that year — wrong for 'as of <quarter>' questions (use this to get the right quarter's balance/figure). Ignored if accession_number or period_history is set. (For a concept's value across ALL periods at once, use period_history instead.) | |
| period_history | No | Return the searched concept's full as-filed series ACROSS filings (every period: quarter, 6-month YTD, 9-month YTD, FY) instead of one filing's facts. Use this to de-cumulate a cumulative cash-flow / income line into a standalone quarter — e.g. Q2 cash paid for acquisitions = the 6-month YTD minus the Q1 3-month (both shown, sharing the same start date). Requires search; ignores accession_number / fiscal_year. | |
| accession_number | No | Specific filing accession number (from list_filings — which takes vantage_date, so it gives the filing current as of a past date). If omitted, resolves automatically from form_type + fiscal_year (latest filing as of today). |