Retrieve company information: name, sector, industry, exchange, and S&P 500 status.

Get everything about a company in a single request: company info, latest annual & quarterly data, TTM (Trailing Twelve Months), ratios, growth metrics, balance sheet summary, and cash flow summary.

Compare multiple companies at once:

TTM Data Included:

• ttm_income: Sum of last 4 quarters (revenue, net_income, eps, etc.)
• ttm_cash_flow: Sum of last 4 quarters (operating_cash_flow, free_cash_flow, etc.)
• mrq_balance_sheet: Most Recent Quarter balance sheet (point-in-time, not summed)
• ttm_ratios: Ratios calculated from TTM data (gross_margin_ttm, roe_ttm, etc.)

Search for companies by name or ticker symbol.

Retrieve list of all available tickers. Use &is_sp500=true to filter only S&P 500 companies.

Retrieve income statement data: revenue, gross profit, operating income, net income, EPS, and more.

For multiple tickers:

Retrieve balance sheet data: assets, liabilities, stockholders equity, cash, debt, and more.

Retrieve cash flow data: operating, investing, and financing cash flows, plus free cash flow.

Retrieve full historical financial data. Specify statement type: income, balance, cashflow, or all.

Get all statements at once:

Parameters: ticker, type (income/balance/cashflow/all), start_year, end_year, include_quarterly=true

Retrieve pre-calculated financial ratios: ROE, ROA, profit margins, current ratio, debt-to-equity, and more.

Retrieve growth metrics: revenue growth (YoY, 3Y CAGR, 5Y CAGR), net income growth, EPS growth, and margin trends.

Compare growth across companies:

Retrieve dividend data: dividends paid, dividend per share, payout ratio, dividend growth, years of consecutive growth, and 10-year history.

Compare dividend aristocrats:

Compare a company against industry peers. Returns peer list with revenue, margins, ROE, and company rankings.

Note: Uses ticker= (singular). Optional &limit= parameter (default 10, max 50).

Powerful stock screener with comprehensive filters. Find stocks matching your criteria.

High ROE Tech Stocks:

High Growth, Low Debt:

Available Filters:

• Sector/Industry: sector, industry
• Profitability: roe_min/max, roa_min/max, net_margin_min/max
• Growth: revenue_growth_min/max, eps_growth_min/max
• Financial Health: debt_to_equity_max, current_ratio_min
• Dividends: years_dividend_growth_min, payout_ratio_max
• Sorting: sort_by (roe, revenue_growth, etc.), sort_order (asc/desc)

Get pre-built screener configurations for popular investment strategies.

Available Presets: High Growth Tech, Dividend Aristocrats, Value Plays, Cash Cows, and more.

AI-powered company analysis using Claude. Get strengths, concerns, quality scores, and peer comparisons.

Response includes:

• summary: 2-3 sentence overview of financial health
• strengths: Top 3 positive factors identified
• concerns: Top 3 risk factors or weaknesses
• peer_comparison: How company compares to peers
• quality_score: 1-100 overall quality rating

Number of records returned (default 10, max 100):

Pagination:

Filter by annual or quarterly data:

Or filter by specific quarter:

Filter results by fiscal year:

Filter screener results by sector:

Get human-readable formatted values (e.g., "$416.16B" instead of 416161000000):

Example:

Readable format examples:

• Revenue: "$416.16B" instead of 416161000000
• Net Margin: "25.67%" instead of 25.67
• EPS: "$7.49" instead of 7.49
• Current Ratio: "1.04" (no change for ratios)

All API responses include a meta wrapper with data source information:

{
  "data": [...],
  "meta": {
    "data_source": "SEC EDGAR",
    "last_updated": "2025-01-02T12:00:00Z",
    "total_results": 1,
    "page": 1,
    "limit": 10,
    "total_pages": 1
  }
}

Number Formatting:

• Currency values: Returned as integers (e.g., 416161000000)
• EPS: Returned as floats with 2 decimals (e.g., 7.49)
• Ratios: Returned as floats with 2-4 decimals (e.g., 1.0378)
• Percentages: Returned as floats (e.g., 25.67 for 25.67%)

Use &format=readable for human-friendly formatting like "$416.16B" and "25.67%".