Get financial statements
get_financialsRetrieve normalized US-GAAP income statement, balance sheet, and cash flow from SEC EDGAR for a company and fiscal year, identified by ticker or CIK, with optional as-of dates and source URLs.
Instructions
Retrieve normalized US-GAAP financial statements (income statement, balance sheet, cash flow) for one company and fiscal year, from SEC EDGAR XBRL.
Identify the company by ticker OR cik. Use as_of (ISO YYYY-MM-DD) to get
the figures as originally reported on that date — no look-ahead bias — for
backtests. Set include_provenance=true to attach, for every value, the SEC
accession, filed date, and a direct EDGAR source URL for citation. Set
include_ratios=true for margins, ROA/ROE, and leverage derived from the same
statements. Returns the normalized data object.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cik | No | SEC Central Index Key, e.g. "0000320193". Give this or `ticker`. | |
| year | Yes | Fiscal year, e.g. 2023. | |
| as_of | No | ISO date YYYY-MM-DD. Return figures as originally reported on that date (no look-ahead). Omit for the latest reported figures. | |
| ticker | No | Stock ticker, e.g. "AAPL". Give this or `cik`. | |
| include_ratios | No | Add margins, ROA/ROE and leverage computed from the same statements. | |
| include_provenance | No | Attach the SEC accession, filed date and EDGAR URL behind every value. |