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Statements

Read normalized statement bundles, facts, and segmented revenue surfaces.
The sidebar labels inside this family are the literal calls you make over HTTP. Descriptions stay in the body so the navigation stays sharp and scannable.

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Operations in this family

GET /v1/statements

Return a normalized statement backed by SEC company facts. Resolves us-gaap (10-K/10-Q) filers and IFRS foreign private issuers (ifrs-full on 20-F/6-K) automatically.

GET /v1/statements/{statement_key}

Return a specific normalized statement keyed by statement type. Resolves us-gaap (10-K/10-Q) and IFRS foreign-private-issuer (20-F/6-K) filers automatically.

GET /v1/statements/all

Return the balance sheet, income statement, and cash flow statement as one normalized bundle. Resolves us-gaap (10-K/10-Q) and IFRS foreign-private-issuer (20-F/6-K) filers automatically.

GET /v1/statements/segmented-facts

Return filing-derived segmented fact history for supported metrics such as revenue and segment profit/loss, with product or geography dimensions, hierarchy metadata, capability state, and trace references when issuers disclose them

GET /v1/statements/segmented-revenues

Return filing-derived segmented revenue history with XBRL product or geography dimensions, capability state, and trace references when issuers disclose them

GET /v1/statements/share-float

Return a share-float wrapper backed by SEC company facts, including disclosed public float when available and shares-outstanding fallback semantics otherwise

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Discrete quarters vs. fiscal-year-to-date

Quarterly income-statement and cash-flow columns are filed in 10-Qs as fiscal-year-to-date (cumulative) figures, not stand-alone quarters: a Q2 column covers six months and a Q3 column covers nine months. Only Q1 is already a single quarter. Balance-sheet items are point-in-time (instant) and are never cumulative. Each quarterly statement value carries an honest periodBasis label:
periodBasisMeaning
instantPoint-in-time (balance-sheet items).
fiscal_year_to_dateCumulative from the start of the fiscal year (Q2 = 6mo, Q3 = 9mo, and annual full-year totals).
discrete_periodA stand-alone single period (a Q1 quarterly column, or a full fiscal year).
For income-statement and cash-flow statements, each value carries a derived discreteQuarter object with the stand-alone single-quarter number. On the quarterly statement this resolves Q1 (passthrough), Q2, and Q3; on the annual statement it resolves the implied Q4 (= FY − Q3 YTD): 
{
  "periodEnd": "2023-04-01",
  "value": 211990000000,          // as-filed: 6-month YTD (unchanged)
  "periodBasis": "fiscal_year_to_date",
  "discreteQuarter": {
    "value": 94836000000,         // derived stand-alone Q2
    "basis": "discrete_period",
    "reason": "derived",
    "periodStart": "2023-01-01"
  }
}
The derivation is:
  • Q1 discrete = Q1 YTD (already a single quarter).
  • Q2 discrete = YTD(Q2, 6mo) − YTD(Q1).
  • Q3 discrete = YTD(Q3, 9mo) − YTD(Q2).
  • Q4 discrete = FY annual (10-K) − YTD(Q3). Available on the annual statement, where the full-year figure lives.
The as-filed cumulative value is always preserved — discreteQuarter is added alongside it, never a replacement.When the required same-fiscal-year prior YTD (or the Q3 YTD for Q4) is missing, restated inconsistently, or its period window does not line up, discreteQuarter.value is null and reason explains why (no_matching_prior_ytd, duration_mismatch, missing_value, or indeterminate_quarter). We omit rather than fabricate, because these numbers are shown to investors.
In the compact view (?view=compact), derivable rows include a parallel discrete array aligned to the same period order as values (null where a discrete quarter could not be derived).