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Put filed statements into a model without losing context

Use this API when a model or screen needs a filed income statement, balance sheet, or cash-flow statement in a normalized shape. Keep the period, unit, and filing context with every row: a statement-looking number alone is not enough for a filed model.

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Retrieve one statement for a defined period

Supply one issuer identifier and choose a statement such as income_statement, balance_sheet, or cash_flow. Use period=annual or quarterly, and fy, fy_from, or fy_to for the fiscal slice. Expect statement rows with period metadata, tag, taxonomy, label, unit, values, provenance, completeness, freshness, materialization, requestId, and traceparent in the default view. For all three core statements from the same requested slice:
The bundle contains separate statements. Align observations by each returned reporting period; do not assume each statement has the same line items or count of observations.

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Choose the appropriate contract

US-GAAP 10-K/10-Q filers are resolved in the standard path. Where applicable, the statement routes support IFRS foreign private issuers through ifrs-full 20-F/6-K coverage. That does not make accounting policies or issuer-specific presentations automatically comparable.

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SDK and MCP paths

The JavaScript SDK provides client.statements, client.allStatements, and client.companyFinancials. Hosted MCP offers statements.get for a focused statement and companies.financials for one company or a supported batch. In both cases, ask for the reporting period and citation fields rather than only a numeric summary.

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Modeling caveats

  • Balance-sheet values are point in time; income-statement and cash-flow values can be duration or year-to-date. Read periodBasis, start/end dates, unit, form, and fiscal year before combining them.
  • A missing normalized row is not zero. It can reflect a presentation, taxonomy, coverage, or extraction limitation.
  • view=agent intentionally removes metadata envelopes. Use the default response for evidence storage and audit work.
  • The filing and relevant notes remain primary evidence for accounting policy, segment disclosures, unusual periods, and nonstandard labels.

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