Financial concepts
Discover the normalized concepts that /v1/financials/statements lines use: label, description, statement family, unit and whether each measures a period or an instant. Source taxonomy tags are not served; /v1/financials/facts has the as-filed facts. Default order: id ascending. Results are limited to the entitled scope. Data is delivered from validated canonical batches; a connected dataset with nothing published for the key's markets yet returns 503. Access requires the operation capability on the API key.
/v1/financials/concepts- Required capability
- financials.read
- Data timing
- As published by the source
- Credits
- 5 credits per request.
Parameters
statementstringoptional · query- Statement family.
incomebalance_sheetcash_flow as_ofstringoptional · query- Knowledge cutoff as a UTC date (YYYY-MM-DD): the response reflects what was known by the end of that day. Defaults to now; cannot be in the future. A date from before the dataset's knowledge history returns 422 point-in-time-unavailable naming the earliest one, which GET /v1/datasets lists as earliest_as_of.
known_fromstringoptional · query- First UTC date (YYYY-MM-DD, inclusive) on which a revision became known.
known_tostringoptional · query- Last UTC date (YYYY-MM-DD, inclusive) on which a revision became known; on or after known_from.
orderstringoptional · query- Direction on id; ties use ID ascending.
Default:ascdescasc limitintegeroptional · query- Maximum records per page.Default:
100 cursorstringoptional · query- Opaque cursor, expires after one hour; binds filters, order, resolved as_of, account/key and entitlement. Repeat the original query unchanged.
formatstringoptional · query- Response format. csv returns the data rows with a header row, for spreadsheet functions such as IMPORTDATA; nested fields become dotted columns and lists one JSON array cell, the next page cursor is returned in X-Next-Cursor and meta.errors in X-Meta-Errors. A result without rows is the header row alone, listing the documented fields of a row. Default json, or csv when format is omitted and the Accept header ranks text/csv above JSON; a format the Accept header does not admit returns 406 not-acceptable.
jsoncsv
Response fields
Returns data as an array of records. All example values are illustrative.
idstring- Stable normalized concept.
labelstring- Display label.
descriptionstring- Economic meaning.
statementstring- Statement family.
incomebalance_sheetcash_flow unitstring- Canonical measurement unit.
period_typestring- Whether the concept measures a period or a point in time.
durationinstant
Response metadata
Responses include meta.timezone. Dataset responses include next_cursor; health and exports have their own metadata. Request tracing uses the X-Request-ID header.
When something goes wrong
An empty data: [] is a successful query with no matching records. Invalid symbols, permissions and malformed parameters produce an RFC 9457 problem with an actionable detail.
Plans
Requires financials.read. Access, recency and history depth come from the plan definitions the API enforces.
| Plan | Access | Recency | History |
|---|---|---|---|
| Free | Included | As published | Not date-bounded |
| Developer | Included | As published | Not date-bounded |
| Pro | Included | As published | Not date-bounded |
| Commercial | Included | As published | Not date-bounded |
| Scale | Included | As published | Not date-bounded |
Free requests are limited to AAPL, NVDA, JNJ, PEP, MSFT, SPY, QQQ.
History is how far back a plan may request. How far records actually go for a symbol is history_from in dataset coverage. Nothing is real-time. Compare plans