OpenBB / openbb_platform /openbb /package /equity_fundamental.py
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### THIS FILE IS AUTO-GENERATED. DO NOT EDIT. ###
import datetime
from typing import Literal, Optional, Union
from annotated_types import Ge
from openbb_core.app.model.field import OpenBBField
from openbb_core.app.model.obbject import OBBject
from openbb_core.app.static.container import Container
from openbb_core.app.static.utils.decorators import exception_handler, validate
from openbb_core.app.static.utils.filters import filter_inputs
from typing_extensions import Annotated
class ROUTER_equity_fundamental(Container):
"""/equity/fundamental
balance
balance_growth
cash
cash_growth
dividends
employee_count
filings
historical_attributes
historical_eps
historical_splits
income
income_growth
latest_attributes
management
management_compensation
management_discussion_analysis
metrics
multiples
ratios
reported_financials
revenue_per_geography
revenue_per_segment
search_attributes
trailing_dividend_yield
transcript
"""
def __repr__(self) -> str:
return self.__doc__ or ""
@exception_handler
@validate
def balance(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
limit: Annotated[
Optional[Annotated[int, Ge(ge=0)]],
OpenBBField(description="The number of data entries to return."),
] = 5,
provider: Annotated[
Optional[Literal["fmp", "intrinio", "polygon", "yfinance"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, polygon, yfinance."
),
] = None,
**kwargs
) -> OBBject:
"""Get the balance sheet for a given company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, polygon, yfinance.
symbol : str
Symbol to get data for.
limit : Optional[Annotated[int, Ge(ge=0)]]
The number of data entries to return.
period : Literal['annual', 'quarter']
Time period of the data to return. (provider: fmp, intrinio, polygon, yfinance)
fiscal_year : Optional[int]
The specific fiscal year. Reports do not go beyond 2008. (provider: intrinio)
filing_date : Optional[date]
Filing date of the financial statement. (provider: polygon)
filing_date_lt : Optional[date]
Filing date less than the given date. (provider: polygon)
filing_date_lte : Optional[date]
Filing date less than or equal to the given date. (provider: polygon)
filing_date_gt : Optional[date]
Filing date greater than the given date. (provider: polygon)
filing_date_gte : Optional[date]
Filing date greater than or equal to the given date. (provider: polygon)
period_of_report_date : Optional[date]
Period of report date of the financial statement. (provider: polygon)
period_of_report_date_lt : Optional[date]
Period of report date less than the given date. (provider: polygon)
period_of_report_date_lte : Optional[date]
Period of report date less than or equal to the given date. (provider: polygon)
period_of_report_date_gt : Optional[date]
Period of report date greater than the given date. (provider: polygon)
period_of_report_date_gte : Optional[date]
Period of report date greater than or equal to the given date. (provider: polygon)
include_sources : bool
Whether to include the sources of the financial statement. (provider: polygon)
order : Optional[Literal['asc', 'desc']]
Order of the financial statement. (provider: polygon)
sort : Optional[Literal['filing_date', 'period_of_report_date']]
Sort of the financial statement. (provider: polygon)
Returns
-------
OBBject
results : list[BalanceSheet]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
BalanceSheet
------------
period_ending : date
The end date of the reporting period.
fiscal_period : Optional[str]
The fiscal period of the report.
fiscal_year : Optional[int]
The fiscal year of the fiscal period.
filing_date : Optional[date]
The date when the filing was made. (provider: fmp)
accepted_date : Optional[datetime]
The date and time when the filing was accepted. (provider: fmp)
reported_currency : Optional[str]
The currency in which the balance sheet was reported. (provider: fmp, intrinio)
cash_and_cash_equivalents : Optional[float]
Cash and cash equivalents. (provider: fmp, intrinio)
short_term_investments : Optional[float]
Short term investments. (provider: fmp, intrinio)
cash_and_short_term_investments : Optional[float]
Cash and short term investments. (provider: fmp)
net_receivables : Optional[float]
Net receivables. (provider: fmp)
inventory : Optional[float]
Inventory. (provider: fmp, polygon)
other_current_assets : Optional[float]
Other current assets. (provider: fmp, intrinio, polygon)
total_current_assets : Optional[float]
Total current assets. (provider: fmp, intrinio, polygon)
plant_property_equipment_net : Optional[float]
Plant property equipment net. (provider: fmp, intrinio)
goodwill : Optional[float]
Goodwill. (provider: fmp, intrinio)
intangible_assets : Optional[float]
Intangible assets. (provider: fmp, intrinio, polygon)
goodwill_and_intangible_assets : Optional[float]
Goodwill and intangible assets. (provider: fmp)
long_term_investments : Optional[float]
Long term investments. (provider: fmp, intrinio)
tax_assets : Optional[float]
Tax assets. (provider: fmp)
other_non_current_assets : Optional[float]
Other non current assets. (provider: fmp, polygon)
non_current_assets : Optional[float]
Total non current assets. (provider: fmp)
other_assets : Optional[float]
Other assets. (provider: fmp, intrinio)
total_assets : Optional[float]
Total assets. (provider: fmp, intrinio, polygon)
accounts_payable : Optional[float]
Accounts payable. (provider: fmp, intrinio, polygon)
short_term_debt : Optional[float]
Short term debt. (provider: fmp, intrinio)
tax_payables : Optional[float]
Tax payables. (provider: fmp)
current_deferred_revenue : Optional[float]
Current deferred revenue. (provider: fmp, intrinio)
other_current_liabilities : Optional[float]
Other current liabilities. (provider: fmp, intrinio, polygon)
total_current_liabilities : Optional[float]
Total current liabilities. (provider: fmp, intrinio, polygon)
long_term_debt : Optional[float]
Long term debt. (provider: fmp, intrinio, polygon)
deferred_revenue_non_current : Optional[float]
Non current deferred revenue. (provider: fmp)
deferred_tax_liabilities_non_current : Optional[float]
Deferred tax liabilities non current. (provider: fmp)
other_non_current_liabilities : Optional[float]
Other non current liabilities. (provider: fmp, polygon)
total_non_current_liabilities : Optional[float]
Total non current liabilities. (provider: fmp, intrinio, polygon)
other_liabilities : Optional[float]
Other liabilities. (provider: fmp)
capital_lease_obligations : Optional[float]
Capital lease obligations. (provider: fmp, intrinio)
total_liabilities : Optional[float]
Total liabilities. (provider: fmp, intrinio, polygon)
preferred_stock : Optional[float]
Preferred stock. (provider: fmp, intrinio, polygon)
common_stock : Optional[float]
Common stock. (provider: fmp, intrinio)
retained_earnings : Optional[float]
Retained earnings. (provider: fmp, intrinio)
accumulated_other_comprehensive_income : Optional[float]
Accumulated other comprehensive income (loss). (provider: fmp, intrinio)
other_shareholders_equity : Optional[float]
Other shareholders equity. (provider: fmp)
other_total_shareholders_equity : Optional[float]
Other total shareholders equity. (provider: fmp)
total_common_equity : Optional[float]
Total common equity. (provider: fmp, intrinio)
total_equity_non_controlling_interests : Optional[float]
Total equity non controlling interests. (provider: fmp, intrinio)
total_liabilities_and_shareholders_equity : Optional[float]
Total liabilities and shareholders equity. (provider: fmp, polygon)
minority_interest : Optional[float]
Minority interest. (provider: fmp, polygon)
total_liabilities_and_total_equity : Optional[float]
Total liabilities and total equity. (provider: fmp)
total_investments : Optional[float]
Total investments. (provider: fmp)
total_debt : Optional[float]
Total debt. (provider: fmp)
net_debt : Optional[float]
Net debt. (provider: fmp)
link : Optional[str]
Link to the filing. (provider: fmp)
final_link : Optional[str]
Link to the filing document. (provider: fmp)
cash_and_due_from_banks : Optional[float]
Cash and due from banks. (provider: intrinio)
restricted_cash : Optional[float]
Restricted cash. (provider: intrinio)
federal_funds_sold : Optional[float]
Federal funds sold. (provider: intrinio)
accounts_receivable : Optional[float]
Accounts receivable. (provider: intrinio, polygon)
note_and_lease_receivable : Optional[float]
Note and lease receivable. (Vendor non-trade receivables) (provider: intrinio)
inventories : Optional[float]
Net Inventories. (provider: intrinio)
customer_and_other_receivables : Optional[float]
Customer and other receivables. (provider: intrinio)
interest_bearing_deposits_at_other_banks : Optional[float]
Interest bearing deposits at other banks. (provider: intrinio)
time_deposits_placed_and_other_short_term_investments : Optional[float]
Time deposits placed and other short term investments. (provider: intrinio)
trading_account_securities : Optional[float]
Trading account securities. (provider: intrinio)
loans_and_leases : Optional[float]
Loans and leases. (provider: intrinio)
allowance_for_loan_and_lease_losses : Optional[float]
Allowance for loan and lease losses. (provider: intrinio)
current_deferred_refundable_income_taxes : Optional[float]
Current deferred refundable income taxes. (provider: intrinio)
loans_and_leases_net_of_allowance : Optional[float]
Loans and leases net of allowance. (provider: intrinio)
accrued_investment_income : Optional[float]
Accrued investment income. (provider: intrinio)
other_current_non_operating_assets : Optional[float]
Other current non-operating assets. (provider: intrinio)
loans_held_for_sale : Optional[float]
Loans held for sale. (provider: intrinio)
prepaid_expenses : Optional[float]
Prepaid expenses. (provider: intrinio, polygon)
plant_property_equipment_gross : Optional[float]
Plant property equipment gross. (provider: intrinio)
accumulated_depreciation : Optional[float]
Accumulated depreciation. (provider: intrinio)
premises_and_equipment_net : Optional[float]
Net premises and equipment. (provider: intrinio)
mortgage_servicing_rights : Optional[float]
Mortgage servicing rights. (provider: intrinio)
unearned_premiums_asset : Optional[float]
Unearned premiums asset. (provider: intrinio)
non_current_note_lease_receivables : Optional[float]
Non-current note lease receivables. (provider: intrinio)
deferred_acquisition_cost : Optional[float]
Deferred acquisition cost. (provider: intrinio)
separate_account_business_assets : Optional[float]
Separate account business assets. (provider: intrinio)
non_current_deferred_refundable_income_taxes : Optional[float]
Noncurrent deferred refundable income taxes. (provider: intrinio)
employee_benefit_assets : Optional[float]
Employee benefit assets. (provider: intrinio)
other_non_current_operating_assets : Optional[float]
Other noncurrent operating assets. (provider: intrinio)
other_non_current_non_operating_assets : Optional[float]
Other noncurrent non-operating assets. (provider: intrinio)
interest_bearing_deposits : Optional[float]
Interest bearing deposits. (provider: intrinio)
total_non_current_assets : Optional[float]
Total noncurrent assets. (provider: intrinio, polygon)
non_interest_bearing_deposits : Optional[float]
Non interest bearing deposits. (provider: intrinio)
federal_funds_purchased_and_securities_sold : Optional[float]
Federal funds purchased and securities sold. (provider: intrinio)
bankers_acceptance_outstanding : Optional[float]
Bankers acceptance outstanding. (provider: intrinio)
current_deferred_payable_income_tax_liabilities : Optional[float]
Current deferred payable income tax liabilities. (provider: intrinio)
accrued_interest_payable : Optional[float]
Accrued interest payable. (provider: intrinio)
accrued_expenses : Optional[float]
Accrued expenses. (provider: intrinio)
other_short_term_payables : Optional[float]
Other short term payables. (provider: intrinio)
customer_deposits : Optional[float]
Customer deposits. (provider: intrinio)
dividends_payable : Optional[float]
Dividends payable. (provider: intrinio)
claims_and_claim_expense : Optional[float]
Claims and claim expense. (provider: intrinio)
future_policy_benefits : Optional[float]
Future policy benefits. (provider: intrinio)
current_employee_benefit_liabilities : Optional[float]
Current employee benefit liabilities. (provider: intrinio)
unearned_premiums_liability : Optional[float]
Unearned premiums liability. (provider: intrinio)
other_taxes_payable : Optional[float]
Other taxes payable. (provider: intrinio)
policy_holder_funds : Optional[float]
Policy holder funds. (provider: intrinio)
other_current_non_operating_liabilities : Optional[float]
Other current non-operating liabilities. (provider: intrinio)
separate_account_business_liabilities : Optional[float]
Separate account business liabilities. (provider: intrinio)
other_long_term_liabilities : Optional[float]
Other long term liabilities. (provider: intrinio)
non_current_deferred_revenue : Optional[float]
Non-current deferred revenue. (provider: intrinio)
non_current_deferred_payable_income_tax_liabilities : Optional[float]
Non-current deferred payable income tax liabilities. (provider: intrinio)
non_current_employee_benefit_liabilities : Optional[float]
Non-current employee benefit liabilities. (provider: intrinio)
other_non_current_operating_liabilities : Optional[float]
Other non-current operating liabilities. (provider: intrinio)
other_non_current_non_operating_liabilities : Optional[float]
Other non-current, non-operating liabilities. (provider: intrinio)
asset_retirement_reserve_litigation_obligation : Optional[float]
Asset retirement reserve litigation obligation. (provider: intrinio)
commitments_contingencies : Optional[float]
Commitments contingencies. (provider: intrinio)
redeemable_non_controlling_interest : Optional[float]
Redeemable non-controlling interest. (provider: intrinio, polygon)
treasury_stock : Optional[float]
Treasury stock. (provider: intrinio)
participating_policy_holder_equity : Optional[float]
Participating policy holder equity. (provider: intrinio)
other_equity_adjustments : Optional[float]
Other equity adjustments. (provider: intrinio)
total_preferred_common_equity : Optional[float]
Total preferred common equity. (provider: intrinio)
non_controlling_interest : Optional[float]
Non-controlling interest. (provider: intrinio)
total_liabilities_shareholders_equity : Optional[float]
Total liabilities and shareholders equity. (provider: intrinio)
marketable_securities : Optional[float]
Marketable securities (provider: polygon)
property_plant_equipment_net : Optional[float]
Property plant and equipment net (provider: polygon)
employee_wages : Optional[float]
Employee wages (provider: polygon)
temporary_equity_attributable_to_parent : Optional[float]
Temporary equity attributable to parent (provider: polygon)
equity_attributable_to_parent : Optional[float]
Equity attributable to parent (provider: polygon)
temporary_equity : Optional[float]
Temporary equity (provider: polygon)
redeemable_non_controlling_interest_other : Optional[float]
Redeemable non-controlling interest other (provider: polygon)
total_shareholders_equity : Optional[float]
Total stock holders equity (provider: polygon)
total_equity : Optional[float]
Total equity (provider: polygon)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.balance(symbol='AAPL', provider='fmp')
>>> obb.equity.fundamental.balance(symbol='AAPL', period='annual', limit=5, provider='intrinio')
""" # noqa: E501
return self._run(
"/equity/fundamental/balance",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.balance",
("fmp", "intrinio", "polygon", "yfinance"),
)
},
standard_params={
"symbol": symbol,
"limit": limit,
},
extra_params=kwargs,
info={
"period": {
"fmp": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter"],
},
"intrinio": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter"],
},
"polygon": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter"],
},
"yfinance": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter"],
},
}
},
)
)
@exception_handler
@validate
def balance_growth(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
limit: Annotated[
Optional[int],
OpenBBField(description="The number of data entries to return."),
] = 10,
provider: Annotated[
Optional[Literal["fmp"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp."
),
] = None,
**kwargs
) -> OBBject:
"""Get the growth of a company's balance sheet items over time.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.
symbol : str
Symbol to get data for.
limit : Optional[int]
The number of data entries to return.
period : Literal['annual', 'quarter']
Time period of the data to return. (provider: fmp)
Returns
-------
OBBject
results : list[BalanceSheetGrowth]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
BalanceSheetGrowth
------------------
period_ending : date
The end date of the reporting period.
fiscal_period : Optional[str]
The fiscal period of the report.
fiscal_year : Optional[int]
The fiscal year of the fiscal period.
symbol : Optional[str]
Symbol representing the entity requested in the data. (provider: fmp)
growth_cash_and_cash_equivalents : Optional[float]
Growth rate of cash and cash equivalents. (provider: fmp)
growth_short_term_investments : Optional[float]
Growth rate of short-term investments. (provider: fmp)
growth_cash_and_short_term_investments : Optional[float]
Growth rate of cash and short-term investments. (provider: fmp)
growth_net_receivables : Optional[float]
Growth rate of net receivables. (provider: fmp)
growth_inventory : Optional[float]
Growth rate of inventory. (provider: fmp)
growth_other_current_assets : Optional[float]
Growth rate of other current assets. (provider: fmp)
growth_total_current_assets : Optional[float]
Growth rate of total current assets. (provider: fmp)
growth_property_plant_equipment_net : Optional[float]
Growth rate of net property, plant, and equipment. (provider: fmp)
growth_goodwill : Optional[float]
Growth rate of goodwill. (provider: fmp)
growth_intangible_assets : Optional[float]
Growth rate of intangible assets. (provider: fmp)
growth_goodwill_and_intangible_assets : Optional[float]
Growth rate of goodwill and intangible assets. (provider: fmp)
growth_long_term_investments : Optional[float]
Growth rate of long-term investments. (provider: fmp)
growth_tax_assets : Optional[float]
Growth rate of tax assets. (provider: fmp)
growth_other_non_current_assets : Optional[float]
Growth rate of other non-current assets. (provider: fmp)
growth_total_non_current_assets : Optional[float]
Growth rate of total non-current assets. (provider: fmp)
growth_other_assets : Optional[float]
Growth rate of other assets. (provider: fmp)
growth_total_assets : Optional[float]
Growth rate of total assets. (provider: fmp)
growth_account_payables : Optional[float]
Growth rate of accounts payable. (provider: fmp)
growth_short_term_debt : Optional[float]
Growth rate of short-term debt. (provider: fmp)
growth_tax_payables : Optional[float]
Growth rate of tax payables. (provider: fmp)
growth_deferred_revenue : Optional[float]
Growth rate of deferred revenue. (provider: fmp)
growth_other_current_liabilities : Optional[float]
Growth rate of other current liabilities. (provider: fmp)
growth_total_current_liabilities : Optional[float]
Growth rate of total current liabilities. (provider: fmp)
growth_long_term_debt : Optional[float]
Growth rate of long-term debt. (provider: fmp)
growth_deferred_revenue_non_current : Optional[float]
Growth rate of non-current deferred revenue. (provider: fmp)
growth_deferrred_tax_liabilities_non_current : Optional[float]
Growth rate of non-current deferred tax liabilities. (provider: fmp)
growth_other_non_current_liabilities : Optional[float]
Growth rate of other non-current liabilities. (provider: fmp)
growth_total_non_current_liabilities : Optional[float]
Growth rate of total non-current liabilities. (provider: fmp)
growth_other_liabilities : Optional[float]
Growth rate of other liabilities. (provider: fmp)
growth_total_liabilities : Optional[float]
Growth rate of total liabilities. (provider: fmp)
growth_common_stock : Optional[float]
Growth rate of common stock. (provider: fmp)
growth_retained_earnings : Optional[float]
Growth rate of retained earnings. (provider: fmp)
growth_accumulated_other_comprehensive_income : Optional[float]
Growth rate of accumulated other comprehensive income/loss. (provider: fmp)
growth_other_total_shareholders_equity : Optional[float]
Growth rate of other total stockholders' equity. (provider: fmp)
growth_total_shareholders_equity : Optional[float]
Growth rate of total stockholders' equity. (provider: fmp)
growth_total_liabilities_and_shareholders_equity : Optional[float]
Growth rate of total liabilities and stockholders' equity. (provider: fmp)
growth_total_investments : Optional[float]
Growth rate of total investments. (provider: fmp)
growth_total_debt : Optional[float]
Growth rate of total debt. (provider: fmp)
growth_net_debt : Optional[float]
Growth rate of net debt. (provider: fmp)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.balance_growth(symbol='AAPL', provider='fmp')
>>> obb.equity.fundamental.balance_growth(symbol='AAPL', limit=10, provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/balance_growth",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.balance_growth",
("fmp",),
)
},
standard_params={
"symbol": symbol,
"limit": limit,
},
extra_params=kwargs,
info={
"period": {
"fmp": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter"],
}
}
},
)
)
@exception_handler
@validate
def cash(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
limit: Annotated[
Optional[Annotated[int, Ge(ge=0)]],
OpenBBField(description="The number of data entries to return."),
] = 5,
provider: Annotated[
Optional[Literal["fmp", "intrinio", "polygon", "yfinance"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, polygon, yfinance."
),
] = None,
**kwargs
) -> OBBject:
"""Get the cash flow statement for a given company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, polygon, yfinance.
symbol : str
Symbol to get data for.
limit : Optional[Annotated[int, Ge(ge=0)]]
The number of data entries to return.
period : str
Time period of the data to return. (provider: fmp, intrinio, polygon, yfinance)
Choices for fmp: 'annual', 'quarter'
Choices for intrinio: 'annual', 'quarter', 'ttm', 'ytd'
Choices for polygon: 'annual', 'quarter', 'ttm'
Choices for yfinance: 'annual', 'quarter'
fiscal_year : Optional[int]
The specific fiscal year. Reports do not go beyond 2008. (provider: intrinio)
filing_date : Optional[date]
Filing date of the financial statement. (provider: polygon)
filing_date_lt : Optional[date]
Filing date less than the given date. (provider: polygon)
filing_date_lte : Optional[date]
Filing date less than or equal to the given date. (provider: polygon)
filing_date_gt : Optional[date]
Filing date greater than the given date. (provider: polygon)
filing_date_gte : Optional[date]
Filing date greater than or equal to the given date. (provider: polygon)
period_of_report_date : Optional[date]
Period of report date of the financial statement. (provider: polygon)
period_of_report_date_lt : Optional[date]
Period of report date less than the given date. (provider: polygon)
period_of_report_date_lte : Optional[date]
Period of report date less than or equal to the given date. (provider: polygon)
period_of_report_date_gt : Optional[date]
Period of report date greater than the given date. (provider: polygon)
period_of_report_date_gte : Optional[date]
Period of report date greater than or equal to the given date. (provider: polygon)
include_sources : bool
Whether to include the sources of the financial statement. (provider: polygon)
order : Optional[Literal['asc', 'desc']]
Order of the financial statement. (provider: polygon)
sort : Optional[Literal['filing_date', 'period_of_report_date']]
Sort of the financial statement. (provider: polygon)
Returns
-------
OBBject
results : list[CashFlowStatement]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
CashFlowStatement
-----------------
period_ending : date
The end date of the reporting period.
fiscal_period : Optional[str]
The fiscal period of the report.
fiscal_year : Optional[int]
The fiscal year of the fiscal period.
filing_date : Optional[date]
The date of the filing. (provider: fmp)
accepted_date : Optional[datetime]
The date the filing was accepted. (provider: fmp)
reported_currency : Optional[str]
The currency in which the cash flow statement was reported. (provider: fmp);
The currency in which the balance sheet is reported. (provider: intrinio)
net_income : Optional[float]
Net income. (provider: fmp);
Consolidated Net Income. (provider: intrinio)
depreciation_and_amortization : Optional[float]
Depreciation and amortization. (provider: fmp)
deferred_income_tax : Optional[float]
Deferred income tax. (provider: fmp)
stock_based_compensation : Optional[float]
Stock-based compensation. (provider: fmp)
change_in_working_capital : Optional[float]
Change in working capital. (provider: fmp)
change_in_account_receivables : Optional[float]
Change in account receivables. (provider: fmp)
change_in_inventory : Optional[float]
Change in inventory. (provider: fmp)
change_in_account_payable : Optional[float]
Change in account payable. (provider: fmp)
change_in_other_working_capital : Optional[float]
Change in other working capital. (provider: fmp)
change_in_other_non_cash_items : Optional[float]
Change in other non-cash items. (provider: fmp)
net_cash_from_operating_activities : Optional[float]
Net cash from operating activities. (provider: fmp, intrinio)
purchase_of_property_plant_and_equipment : Optional[float]
Purchase of property, plant and equipment. (provider: fmp, intrinio)
acquisitions : Optional[float]
Acquisitions. (provider: fmp, intrinio)
purchase_of_investment_securities : Optional[float]
Purchase of investment securities. (provider: fmp, intrinio)
sale_and_maturity_of_investments : Optional[float]
Sale and maturity of investments. (provider: fmp, intrinio)
other_investing_activities : Optional[float]
Other investing activities. (provider: fmp, intrinio)
net_cash_from_investing_activities : Optional[float]
Net cash from investing activities. (provider: fmp, intrinio)
repayment_of_debt : Optional[float]
Repayment of debt. (provider: fmp, intrinio)
issuance_of_common_equity : Optional[float]
Issuance of common equity. (provider: fmp, intrinio)
repurchase_of_common_equity : Optional[float]
Repurchase of common equity. (provider: fmp, intrinio)
payment_of_dividends : Optional[float]
Payment of dividends. (provider: fmp, intrinio)
other_financing_activities : Optional[float]
Other financing activities. (provider: fmp, intrinio)
net_cash_from_financing_activities : Optional[float]
Net cash from financing activities. (provider: fmp, intrinio)
effect_of_exchange_rate_changes_on_cash : Optional[float]
Effect of exchange rate changes on cash. (provider: fmp)
net_change_in_cash_and_equivalents : Optional[float]
Net change in cash and equivalents. (provider: fmp, intrinio)
cash_at_beginning_of_period : Optional[float]
Cash at beginning of period. (provider: fmp)
cash_at_end_of_period : Optional[float]
Cash at end of period. (provider: fmp)
operating_cash_flow : Optional[float]
Operating cash flow. (provider: fmp)
capital_expenditure : Optional[float]
Capital expenditure. (provider: fmp)
free_cash_flow : Optional[float]
None
link : Optional[str]
Link to the filing. (provider: fmp)
final_link : Optional[str]
Link to the filing document. (provider: fmp)
net_income_continuing_operations : Optional[float]
Net Income (Continuing Operations) (provider: intrinio)
net_income_discontinued_operations : Optional[float]
Net Income (Discontinued Operations) (provider: intrinio)
provision_for_loan_losses : Optional[float]
Provision for Loan Losses (provider: intrinio)
provision_for_credit_losses : Optional[float]
Provision for credit losses (provider: intrinio)
depreciation_expense : Optional[float]
Depreciation Expense. (provider: intrinio)
amortization_expense : Optional[float]
Amortization Expense. (provider: intrinio)
share_based_compensation : Optional[float]
Share-based compensation. (provider: intrinio)
non_cash_adjustments_to_reconcile_net_income : Optional[float]
Non-Cash Adjustments to Reconcile Net Income. (provider: intrinio)
changes_in_operating_assets_and_liabilities : Optional[float]
Changes in Operating Assets and Liabilities (Net) (provider: intrinio)
net_cash_from_continuing_operating_activities : Optional[float]
Net Cash from Continuing Operating Activities (provider: intrinio)
net_cash_from_discontinued_operating_activities : Optional[float]
Net Cash from Discontinued Operating Activities (provider: intrinio)
divestitures : Optional[float]
Divestitures (provider: intrinio)
sale_of_property_plant_and_equipment : Optional[float]
Sale of Property, Plant, and Equipment (provider: intrinio)
purchase_of_investments : Optional[float]
Purchase of Investments (provider: intrinio)
loans_held_for_sale : Optional[float]
Loans Held for Sale (Net) (provider: intrinio)
net_cash_from_continuing_investing_activities : Optional[float]
Net Cash from Continuing Investing Activities (provider: intrinio)
net_cash_from_discontinued_investing_activities : Optional[float]
Net Cash from Discontinued Investing Activities (provider: intrinio)
repurchase_of_preferred_equity : Optional[float]
Repurchase of Preferred Equity (provider: intrinio)
issuance_of_preferred_equity : Optional[float]
Issuance of Preferred Equity (provider: intrinio)
issuance_of_debt : Optional[float]
Issuance of Debt (provider: intrinio)
cash_interest_received : Optional[float]
Cash Interest Received (provider: intrinio)
net_change_in_deposits : Optional[float]
Net Change in Deposits (provider: intrinio)
net_increase_in_fed_funds_sold : Optional[float]
Net Increase in Fed Funds Sold (provider: intrinio)
net_cash_from_continuing_financing_activities : Optional[float]
Net Cash from Continuing Financing Activities (provider: intrinio)
net_cash_from_discontinued_financing_activities : Optional[float]
Net Cash from Discontinued Financing Activities (provider: intrinio)
effect_of_exchange_rate_changes : Optional[float]
Effect of Exchange Rate Changes (provider: intrinio)
other_net_changes_in_cash : Optional[float]
Other Net Changes in Cash (provider: intrinio)
cash_income_taxes_paid : Optional[float]
Cash Income Taxes Paid (provider: intrinio)
cash_interest_paid : Optional[float]
Cash Interest Paid (provider: intrinio)
net_cash_flow_from_operating_activities_continuing : Optional[float]
Net cash flow from operating activities continuing. (provider: polygon)
net_cash_flow_from_operating_activities_discontinued : Optional[float]
Net cash flow from operating activities discontinued. (provider: polygon)
net_cash_flow_from_operating_activities : Optional[float]
Net cash flow from operating activities. (provider: polygon)
net_cash_flow_from_investing_activities_continuing : Optional[float]
Net cash flow from investing activities continuing. (provider: polygon)
net_cash_flow_from_investing_activities_discontinued : Optional[float]
Net cash flow from investing activities discontinued. (provider: polygon)
net_cash_flow_from_investing_activities : Optional[float]
Net cash flow from investing activities. (provider: polygon)
net_cash_flow_from_financing_activities_continuing : Optional[float]
Net cash flow from financing activities continuing. (provider: polygon)
net_cash_flow_from_financing_activities_discontinued : Optional[float]
Net cash flow from financing activities discontinued. (provider: polygon)
net_cash_flow_from_financing_activities : Optional[float]
Net cash flow from financing activities. (provider: polygon)
net_cash_flow_continuing : Optional[float]
Net cash flow continuing. (provider: polygon)
net_cash_flow_discontinued : Optional[float]
Net cash flow discontinued. (provider: polygon)
exchange_gains_losses : Optional[float]
Exchange gains losses. (provider: polygon)
net_cash_flow : Optional[float]
Net cash flow. (provider: polygon)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.cash(symbol='AAPL', provider='fmp')
>>> obb.equity.fundamental.cash(symbol='AAPL', period='annual', limit=5, provider='intrinio')
""" # noqa: E501
return self._run(
"/equity/fundamental/cash",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.cash",
("fmp", "intrinio", "polygon", "yfinance"),
)
},
standard_params={
"symbol": symbol,
"limit": limit,
},
extra_params=kwargs,
info={
"period": {
"fmp": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter"],
},
"intrinio": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter", "ttm", "ytd"],
},
"polygon": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter", "ttm"],
},
"yfinance": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter"],
},
}
},
)
)
@exception_handler
@validate
def cash_growth(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
limit: Annotated[
Optional[int],
OpenBBField(description="The number of data entries to return."),
] = 10,
provider: Annotated[
Optional[Literal["fmp"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp."
),
] = None,
**kwargs
) -> OBBject:
"""Get the growth of a company's cash flow statement items over time.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.
symbol : str
Symbol to get data for.
limit : Optional[int]
The number of data entries to return.
period : Literal['annual', 'quarter']
Time period of the data to return. (provider: fmp)
Returns
-------
OBBject
results : list[CashFlowStatementGrowth]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
CashFlowStatementGrowth
-----------------------
period_ending : date
The end date of the reporting period.
fiscal_period : Optional[str]
The fiscal period of the report.
fiscal_year : Optional[int]
The fiscal year of the fiscal period.
symbol : Optional[str]
Symbol representing the entity requested in the data. (provider: fmp)
growth_net_income : Optional[float]
Growth rate of net income. (provider: fmp)
growth_depreciation_and_amortization : Optional[float]
Growth rate of depreciation and amortization. (provider: fmp)
growth_deferred_income_tax : Optional[float]
Growth rate of deferred income tax. (provider: fmp)
growth_stock_based_compensation : Optional[float]
Growth rate of stock-based compensation. (provider: fmp)
growth_change_in_working_capital : Optional[float]
Growth rate of change in working capital. (provider: fmp)
growth_account_receivables : Optional[float]
Growth rate of accounts receivables. (provider: fmp)
growth_inventory : Optional[float]
Growth rate of inventory. (provider: fmp)
growth_account_payable : Optional[float]
Growth rate of account payable. (provider: fmp)
growth_other_working_capital : Optional[float]
Growth rate of other working capital. (provider: fmp)
growth_other_non_cash_items : Optional[float]
Growth rate of other non-cash items. (provider: fmp)
growth_net_cash_from_operating_activities : Optional[float]
Growth rate of net cash provided by operating activities. (provider: fmp)
growth_purchase_of_property_plant_and_equipment : Optional[float]
Growth rate of investments in property, plant, and equipment. (provider: fmp)
growth_acquisitions : Optional[float]
Growth rate of net acquisitions. (provider: fmp)
growth_purchase_of_investment_securities : Optional[float]
Growth rate of purchases of investments. (provider: fmp)
growth_sale_and_maturity_of_investments : Optional[float]
Growth rate of sales maturities of investments. (provider: fmp)
growth_other_investing_activities : Optional[float]
Growth rate of other investing activities. (provider: fmp)
growth_net_cash_from_investing_activities : Optional[float]
Growth rate of net cash used for investing activities. (provider: fmp)
growth_repayment_of_debt : Optional[float]
Growth rate of debt repayment. (provider: fmp)
growth_common_stock_issued : Optional[float]
Growth rate of common stock issued. (provider: fmp)
growth_common_stock_repurchased : Optional[float]
Growth rate of common stock repurchased. (provider: fmp)
growth_dividends_paid : Optional[float]
Growth rate of dividends paid. (provider: fmp)
growth_other_financing_activities : Optional[float]
Growth rate of other financing activities. (provider: fmp)
growth_net_cash_from_financing_activities : Optional[float]
Growth rate of net cash used/provided by financing activities. (provider: fmp)
growth_effect_of_exchange_rate_changes_on_cash : Optional[float]
Growth rate of the effect of foreign exchange changes on cash. (provider: fmp)
growth_net_change_in_cash_and_equivalents : Optional[float]
Growth rate of net change in cash. (provider: fmp)
growth_cash_at_beginning_of_period : Optional[float]
Growth rate of cash at the beginning of the period. (provider: fmp)
growth_cash_at_end_of_period : Optional[float]
Growth rate of cash at the end of the period. (provider: fmp)
growth_operating_cash_flow : Optional[float]
Growth rate of operating cash flow. (provider: fmp)
growth_capital_expenditure : Optional[float]
Growth rate of capital expenditure. (provider: fmp)
growth_free_cash_flow : Optional[float]
Growth rate of free cash flow. (provider: fmp)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.cash_growth(symbol='AAPL', provider='fmp')
>>> obb.equity.fundamental.cash_growth(symbol='AAPL', limit=10, provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/cash_growth",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.cash_growth",
("fmp",),
)
},
standard_params={
"symbol": symbol,
"limit": limit,
},
extra_params=kwargs,
info={
"period": {
"fmp": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter"],
}
}
},
)
)
@exception_handler
@validate
def dividends(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
start_date: Annotated[
Union[datetime.date, None, str],
OpenBBField(description="Start date of the data, in YYYY-MM-DD format."),
] = None,
end_date: Annotated[
Union[datetime.date, None, str],
OpenBBField(description="End date of the data, in YYYY-MM-DD format."),
] = None,
provider: Annotated[
Optional[Literal["fmp", "intrinio", "yfinance"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, yfinance."
),
] = None,
**kwargs
) -> OBBject:
"""Get historical dividend data for a given company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, yfinance.
symbol : str
Symbol to get data for.
start_date : Union[date, None, str]
Start date of the data, in YYYY-MM-DD format.
end_date : Union[date, None, str]
End date of the data, in YYYY-MM-DD format.
limit : Optional[int]
The number of data entries to return. (provider: intrinio)
Returns
-------
OBBject
results : list[HistoricalDividends]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
HistoricalDividends
-------------------
ex_dividend_date : date
The ex-dividend date - the date on which the stock begins trading without rights to the dividend.
amount : float
The dividend amount per share.
label : Optional[str]
Label of the historical dividends. (provider: fmp)
adj_dividend : Optional[float]
Adjusted dividend of the historical dividends. (provider: fmp)
record_date : Optional[date]
Record date of the historical dividends. (provider: fmp)
payment_date : Optional[date]
Payment date of the historical dividends. (provider: fmp)
declaration_date : Optional[date]
Declaration date of the historical dividends. (provider: fmp)
factor : Optional[float]
factor by which to multiply stock prices before this date, in order to calculate historically-adjusted stock prices. (provider: intrinio)
currency : Optional[str]
The currency in which the dividend is paid. (provider: intrinio)
split_ratio : Optional[float]
The ratio of the stock split, if a stock split occurred. (provider: intrinio)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.dividends(symbol='AAPL', provider='intrinio')
""" # noqa: E501
return self._run(
"/equity/fundamental/dividends",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.dividends",
("fmp", "intrinio", "yfinance"),
)
},
standard_params={
"symbol": symbol,
"start_date": start_date,
"end_date": end_date,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def employee_count(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
provider: Annotated[
Optional[Literal["fmp"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp."
),
] = None,
**kwargs
) -> OBBject:
"""Get historical employee count data for a given company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.
symbol : str
Symbol to get data for.
Returns
-------
OBBject
results : list[HistoricalEmployees]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
HistoricalEmployees
-------------------
symbol : str
Symbol representing the entity requested in the data.
cik : int
Central Index Key (CIK) for the requested entity.
acceptance_time : datetime
Time of acceptance of the company employee.
period_of_report : date
Date of reporting of the company employee.
company_name : str
Registered name of the company to retrieve the historical employees of.
form_type : str
Form type of the company employee.
filing_date : date
Filing date of the company employee
employee_count : int
Count of employees of the company.
source : str
Source URL which retrieves this data for the company.
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.employee_count(symbol='AAPL', provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/employee_count",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.employee_count",
("fmp",),
)
},
standard_params={
"symbol": symbol,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def filings(
self,
symbol: Annotated[
Optional[str], OpenBBField(description="Symbol to get data for.")
] = None,
provider: Annotated[
Optional[Literal["fmp", "intrinio", "sec"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, sec."
),
] = None,
**kwargs
) -> OBBject:
"""Get public company filings.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, sec.
symbol : Optional[str]
Symbol to get data for.
form_type : Optional[str]
SEC form type to filter by. (provider: fmp, intrinio)
limit : Optional[int]
Number of results to return. (provider: fmp);
The number of data entries to return. (provider: sec)
start_date : Optional[date]
Start date of the data, in YYYY-MM-DD format. (provider: intrinio, sec)
end_date : Optional[date]
End date of the data, in YYYY-MM-DD format. (provider: intrinio, sec)
thea_enabled : Optional[bool]
Return filings that have been read by Intrinio's Thea NLP. (provider: intrinio)
cik : Union[int, str, None]
Lookup filings by Central Index Key (CIK) instead of by symbol. (provider: sec)
use_cache : bool
Whether or not to use cache. If True, cache will store for one day. (provider: sec)
Returns
-------
OBBject
results : list[CompanyFilings]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
CompanyFilings
--------------
filing_date : date
The date of the filing.
report_type : Optional[str]
Type of filing.
report_url : str
URL to the actual report.
filing_url : Optional[str]
URL to the filing page. (provider: fmp, intrinio)
symbol : Optional[str]
Symbol representing the entity requested in the data. (provider: fmp)
cik : Optional[str]
Central Index Key (CIK) for the requested entity. (provider: fmp)
accepted_date : Optional[datetime]
Accepted date of the filing. (provider: fmp, intrinio)
id : Optional[str]
Intrinio ID of the filing. (provider: intrinio)
period_end_date : Optional[date]
Ending date of the fiscal period for the filing. (provider: intrinio)
sec_unique_id : Optional[str]
SEC unique ID of the filing. (provider: intrinio)
instance_url : Optional[str]
URL for the XBRL filing for the report. (provider: intrinio)
industry_group : Optional[str]
Industry group of the company. (provider: intrinio)
industry_category : Optional[str]
Industry category of the company. (provider: intrinio)
word_count : Optional[int]
Number of words in the filing, if available. (provider: intrinio)
report_date : Optional[date]
The date of the filing. (provider: sec)
act : Optional[Union[int, str]]
The SEC Act number. (provider: sec)
items : Optional[Union[str, float]]
The SEC Item numbers. (provider: sec)
primary_doc_description : Optional[str]
The description of the primary document. (provider: sec)
primary_doc : Optional[str]
The filename of the primary document. (provider: sec)
accession_number : Optional[Union[int, str]]
The accession number. (provider: sec)
file_number : Optional[Union[int, str]]
The file number. (provider: sec)
film_number : Optional[Union[int, str]]
The film number. (provider: sec)
is_inline_xbrl : Optional[Union[int, str]]
Whether the filing is an inline XBRL filing. (provider: sec)
is_xbrl : Optional[Union[int, str]]
Whether the filing is an XBRL filing. (provider: sec)
size : Optional[Union[int, str]]
The size of the filing. (provider: sec)
complete_submission_url : Optional[str]
The URL to the complete filing submission. (provider: sec)
filing_detail_url : Optional[str]
The URL to the filing details. (provider: sec)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.filings(provider='fmp')
>>> obb.equity.fundamental.filings(limit=100, provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/filings",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.filings",
("fmp", "intrinio", "sec"),
)
},
standard_params={
"symbol": symbol,
},
extra_params=kwargs,
info={
"form_type": {
"sec": {
"multiple_items_allowed": True,
"choices": [
"1",
"1-A",
"1-A_POS",
"1-A-W",
"1-E",
"1-E_AD",
"1-K",
"1-SA",
"1-U",
"1-Z",
"1-Z-W",
"10-12B",
"10-12G",
"10-D",
"10-K",
"10-KT",
"10-Q",
"10-QT",
"11-K",
"11-KT",
"13F-HR",
"13F-NT",
"13FCONP",
"144",
"15-12B",
"15-12G",
"15-15D",
"15F-12B",
"15F-12G",
"15F-15D",
"18-12B",
"18-K",
"19B-4E",
"2-A",
"2-AF",
"2-E",
"20-F",
"20FR12B",
"20FR12G",
"24F-2NT",
"25",
"25-NSE",
"253G1",
"253G2",
"253G3",
"253G4",
"3",
"305B2",
"34-12H",
"4",
"40-17F1",
"40-17F2",
"40-17G",
"40-17GCS",
"40-202A",
"40-203A",
"40-206A",
"40-24B2",
"40-33",
"40-6B",
"40-8B25",
"40-8F-2",
"40-APP",
"40-F",
"40-OIP",
"40FR12B",
"40FR12G",
"424A",
"424B1",
"424B2",
"424B3",
"424B4",
"424B5",
"424B7",
"424B8",
"424H",
"425",
"485APOS",
"485BPOS",
"485BXT",
"486APOS",
"486BPOS",
"486BXT",
"487",
"497",
"497AD",
"497H2",
"497J",
"497K",
"497VPI",
"497VPU",
"5",
"6-K",
"6B_NTC",
"6B_ORDR",
"8-A12B",
"8-A12G",
"8-K",
"8-K12B",
"8-K12G3",
"8-K15D5",
"8-M",
"8F-2_NTC",
"8F-2_ORDR",
"9-M",
"ABS-15G",
"ABS-EE",
"ADN-MTL",
"ADV-E",
"ADV-H-C",
"ADV-H-T",
"ADV-NR",
"ANNLRPT",
"APP_NTC",
"APP_ORDR",
"APP_WD",
"APP_WDG",
"ARS",
"ATS-N",
"ATS-N-C",
"ATS-N/UA",
"AW",
"AW_WD",
"C",
"C-AR",
"C-AR-W",
"C-TR",
"C-TR-W",
"C-U",
"C-U-W",
"C-W",
"CB",
"CERT",
"CERTARCA",
"CERTBATS",
"CERTCBO",
"CERTNAS",
"CERTNYS",
"CERTPAC",
"CFPORTAL",
"CFPORTAL-W",
"CORRESP",
"CT_ORDER",
"D",
"DEF_14A",
"DEF_14C",
"DEFA14A",
"DEFA14C",
"DEFC14A",
"DEFC14C",
"DEFM14A",
"DEFM14C",
"DEFN14A",
"DEFR14A",
"DEFR14C",
"DEL_AM",
"DFAN14A",
"DFRN14A",
"DOS",
"DOSLTR",
"DRS",
"DRSLTR",
"DSTRBRPT",
"EFFECT",
"F-1",
"F-10",
"F-10EF",
"F-10POS",
"F-1MEF",
"F-3",
"F-3ASR",
"F-3D",
"F-3DPOS",
"F-3MEF",
"F-4",
"F-4_POS",
"F-4MEF",
"F-6",
"F-6_POS",
"F-6EF",
"F-7",
"F-7_POS",
"F-8",
"F-8_POS",
"F-80",
"F-80POS",
"F-9",
"F-9_POS",
"F-N",
"F-X",
"FOCUSN",
"FWP",
"G-405",
"G-405N",
"G-FIN",
"G-FINW",
"IRANNOTICE",
"MA",
"MA-A",
"MA-I",
"MA-W",
"MSD",
"MSDCO",
"MSDW",
"N-1",
"N-14",
"N-14_8C",
"N-14MEF",
"N-18F1",
"N-1A",
"N-2",
"N-2_POSASR",
"N-23C-2",
"N-23C3A",
"N-23C3B",
"N-23C3C",
"N-2ASR",
"N-2MEF",
"N-30B-2",
"N-30D",
"N-4",
"N-5",
"N-54A",
"N-54C",
"N-6",
"N-6F",
"N-8A",
"N-8B-2",
"N-8F",
"N-8F_NTC",
"N-8F_ORDR",
"N-CEN",
"N-CR",
"N-CSR",
"N-CSRS",
"N-MFP",
"N-MFP1",
"N-MFP2",
"N-PX",
"N-Q",
"N-VP",
"N-VPFS",
"NO_ACT",
"NPORT-EX",
"NPORT-NP",
"NPORT-P",
"NRSRO-CE",
"NRSRO-UPD",
"NSAR-A",
"NSAR-AT",
"NSAR-B",
"NSAR-BT",
"NSAR-U",
"NT_10-D",
"NT_10-K",
"NT_10-Q",
"NT_11-K",
"NT_20-F",
"NT_N-CEN",
"NT_N-MFP",
"NT_N-MFP1",
"NT_N-MFP2",
"NT_NPORT-EX",
"NT_NPORT-P",
"NT-NCEN",
"NT-NCSR",
"NT-NSAR",
"NTFNCEN",
"NTFNCSR",
"NTFNSAR",
"NTN_10D",
"NTN_10K",
"NTN_10Q",
"NTN_20F",
"OIP_NTC",
"OIP_ORDR",
"POS_8C",
"POS_AM",
"POS_AMI",
"POS_EX",
"POS462B",
"POS462C",
"POSASR",
"PRE_14A",
"PRE_14C",
"PREC14A",
"PREC14C",
"PREM14A",
"PREM14C",
"PREN14A",
"PRER14A",
"PRER14C",
"PRRN14A",
"PX14A6G",
"PX14A6N",
"QRTLYRPT",
"QUALIF",
"REG-NR",
"REVOKED",
"RW",
"RW_WD",
"S-1",
"S-11",
"S-11MEF",
"S-1MEF",
"S-20",
"S-3",
"S-3ASR",
"S-3D",
"S-3DPOS",
"S-3MEF",
"S-4",
"S-4_POS",
"S-4EF",
"S-4MEF",
"S-6",
"S-8",
"S-8_POS",
"S-B",
"S-BMEF",
"SBSE",
"SBSE-A",
"SBSE-BD",
"SBSE-C",
"SBSE-W",
"SC_13D",
"SC_13E1",
"SC_13E3",
"SC_13G",
"SC_14D9",
"SC_14F1",
"SC_14N",
"SC_TO-C",
"SC_TO-I",
"SC_TO-T",
"SC13E4F",
"SC14D1F",
"SC14D9C",
"SC14D9F",
"SD",
"SDR",
"SE",
"SEC_ACTION",
"SEC_STAFF_ACTION",
"SEC_STAFF_LETTER",
"SF-1",
"SF-3",
"SL",
"SP_15D2",
"STOP_ORDER",
"SUPPL",
"T-3",
"TA-1",
"TA-2",
"TA-W",
"TACO",
"TH",
"TTW",
"UNDER",
"UPLOAD",
"WDL-REQ",
"X-17A-5",
],
}
}
},
)
)
@exception_handler
@validate
def historical_attributes(
self,
symbol: Annotated[
Union[str, list[str]],
OpenBBField(
description="Symbol to get data for. Multiple comma separated items allowed for provider(s): intrinio."
),
],
tag: Annotated[
Union[str, list[str]],
OpenBBField(
description="Intrinio data tag ID or code. Multiple comma separated items allowed for provider(s): intrinio."
),
],
start_date: Annotated[
Union[datetime.date, None, str],
OpenBBField(description="Start date of the data, in YYYY-MM-DD format."),
] = None,
end_date: Annotated[
Union[datetime.date, None, str],
OpenBBField(description="End date of the data, in YYYY-MM-DD format."),
] = None,
frequency: Annotated[
Optional[Literal["daily", "weekly", "monthly", "quarterly", "yearly"]],
OpenBBField(description="The frequency of the data."),
] = "yearly",
limit: Annotated[
Optional[int],
OpenBBField(description="The number of data entries to return."),
] = 1000,
tag_type: Annotated[
Optional[str], OpenBBField(description="Filter by type, when applicable.")
] = None,
sort: Annotated[
Optional[Literal["asc", "desc"]], OpenBBField(description="Sort order.")
] = "desc",
provider: Annotated[
Optional[Literal["intrinio"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: intrinio."
),
] = None,
**kwargs
) -> OBBject:
"""Get the historical values of a data tag from Intrinio.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: intrinio.
symbol : Union[str, list[str]]
Symbol to get data for. Multiple comma separated items allowed for provider(s): intrinio.
tag : Union[str, list[str]]
Intrinio data tag ID or code. Multiple comma separated items allowed for provider(s): intrinio.
start_date : Union[date, None, str]
Start date of the data, in YYYY-MM-DD format.
end_date : Union[date, None, str]
End date of the data, in YYYY-MM-DD format.
frequency : Optional[Literal['daily', 'weekly', 'monthly', 'quarterly', 'yearly']]
The frequency of the data.
limit : Optional[int]
The number of data entries to return.
tag_type : Optional[str]
Filter by type, when applicable.
sort : Optional[Literal['asc', 'desc']]
Sort order.
Returns
-------
OBBject
results : list[HistoricalAttributes]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
HistoricalAttributes
--------------------
date : date
The date of the data.
symbol : str
Symbol representing the entity requested in the data.
tag : Optional[str]
Tag name for the fetched data.
value : Optional[float]
The value of the data.
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.historical_attributes(symbol='AAPL', tag='ebitda', provider='intrinio')
""" # noqa: E501
return self._run(
"/equity/fundamental/historical_attributes",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.historical_attributes",
("intrinio",),
)
},
standard_params={
"symbol": symbol,
"tag": tag,
"start_date": start_date,
"end_date": end_date,
"frequency": frequency,
"limit": limit,
"tag_type": tag_type,
"sort": sort,
},
extra_params=kwargs,
info={
"symbol": {
"intrinio": {"multiple_items_allowed": True, "choices": None}
},
"tag": {
"intrinio": {"multiple_items_allowed": True, "choices": None}
},
},
)
)
@exception_handler
@validate
def historical_eps(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
provider: Annotated[
Optional[Literal["fmp"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp."
),
] = None,
**kwargs
) -> OBBject:
"""Get historical earnings per share data for a given company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.
symbol : str
Symbol to get data for.
limit : Optional[int]
The number of data entries to return. (provider: fmp)
Returns
-------
OBBject
results : list[HistoricalEps]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
HistoricalEps
-------------
date : Optional[date]
The date of the data.
symbol : str
Symbol representing the entity requested in the data.
announce_time : Optional[str]
Timing of the earnings announcement.
eps_actual : Optional[float]
Actual EPS from the earnings date.
eps_estimated : Optional[float]
Estimated EPS for the earnings date.
revenue_estimated : Optional[float]
Estimated consensus revenue for the reporting period. (provider: fmp)
revenue_actual : Optional[float]
The actual reported revenue. (provider: fmp)
reporting_time : Optional[str]
The reporting time - e.g. after market close. (provider: fmp)
updated_at : Optional[date]
The date when the data was last updated. (provider: fmp)
period_ending : Optional[date]
The fiscal period end date. (provider: fmp)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.historical_eps(symbol='AAPL', provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/historical_eps",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.historical_eps",
("fmp",),
)
},
standard_params={
"symbol": symbol,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def historical_splits(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
provider: Annotated[
Optional[Literal["fmp"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp."
),
] = None,
**kwargs
) -> OBBject:
"""Get historical stock splits for a given company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.
symbol : str
Symbol to get data for.
Returns
-------
OBBject
results : list[HistoricalSplits]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
HistoricalSplits
----------------
date : date
The date of the data.
numerator : Optional[float]
Numerator of the split.
denominator : Optional[float]
Denominator of the split.
split_ratio : Optional[str]
Split ratio.
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.historical_splits(symbol='AAPL', provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/historical_splits",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.historical_splits",
("fmp",),
)
},
standard_params={
"symbol": symbol,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def income(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
limit: Annotated[
Optional[Annotated[int, Ge(ge=0)]],
OpenBBField(description="The number of data entries to return."),
] = 5,
provider: Annotated[
Optional[Literal["fmp", "intrinio", "polygon", "yfinance"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, polygon, yfinance."
),
] = None,
**kwargs
) -> OBBject:
"""Get the income statement for a given company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, polygon, yfinance.
symbol : str
Symbol to get data for.
limit : Optional[Annotated[int, Ge(ge=0)]]
The number of data entries to return.
period : str
Time period of the data to return. (provider: fmp, intrinio, polygon, yfinance)
Choices for fmp: 'annual', 'quarter'
Choices for intrinio: 'annual', 'quarter', 'ttm', 'ytd'
Choices for polygon: 'annual', 'quarter', 'ttm'
Choices for yfinance: 'annual', 'quarter'
fiscal_year : Optional[int]
The specific fiscal year. Reports do not go beyond 2008. (provider: intrinio)
filing_date : Optional[date]
Filing date of the financial statement. (provider: polygon)
filing_date_lt : Optional[date]
Filing date less than the given date. (provider: polygon)
filing_date_lte : Optional[date]
Filing date less than or equal to the given date. (provider: polygon)
filing_date_gt : Optional[date]
Filing date greater than the given date. (provider: polygon)
filing_date_gte : Optional[date]
Filing date greater than or equal to the given date. (provider: polygon)
period_of_report_date : Optional[date]
Period of report date of the financial statement. (provider: polygon)
period_of_report_date_lt : Optional[date]
Period of report date less than the given date. (provider: polygon)
period_of_report_date_lte : Optional[date]
Period of report date less than or equal to the given date. (provider: polygon)
period_of_report_date_gt : Optional[date]
Period of report date greater than the given date. (provider: polygon)
period_of_report_date_gte : Optional[date]
Period of report date greater than or equal to the given date. (provider: polygon)
include_sources : Optional[bool]
Whether to include the sources of the financial statement. (provider: polygon)
order : Optional[Literal['asc', 'desc']]
Order of the financial statement. (provider: polygon)
sort : Optional[Literal['filing_date', 'period_of_report_date']]
Sort of the financial statement. (provider: polygon)
Returns
-------
OBBject
results : list[IncomeStatement]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
IncomeStatement
---------------
period_ending : date
The end date of the reporting period.
fiscal_period : Optional[str]
The fiscal period of the report.
fiscal_year : Optional[int]
The fiscal year of the fiscal period.
filing_date : Optional[date]
The date when the filing was made. (provider: fmp)
accepted_date : Optional[datetime]
The date and time when the filing was accepted. (provider: fmp)
reported_currency : Optional[str]
The currency in which the balance sheet was reported. (provider: fmp, intrinio)
revenue : Optional[float]
Total revenue. (provider: fmp, intrinio, polygon)
cost_of_revenue : Optional[float]
Cost of revenue. (provider: fmp, intrinio, polygon)
gross_profit : Optional[float]
Gross profit. (provider: fmp, intrinio, polygon)
gross_profit_margin : Optional[float]
Gross profit margin. (provider: fmp);
Gross margin ratio. (provider: intrinio)
general_and_admin_expense : Optional[float]
General and administrative expenses. (provider: fmp)
research_and_development_expense : Optional[float]
Research and development expenses. (provider: fmp, intrinio)
selling_and_marketing_expense : Optional[float]
Selling and marketing expenses. (provider: fmp)
selling_general_and_admin_expense : Optional[float]
Selling, general and administrative expenses. (provider: fmp, intrinio)
other_expenses : Optional[float]
Other expenses. (provider: fmp)
total_operating_expenses : Optional[float]
Total operating expenses. (provider: fmp, intrinio)
cost_and_expenses : Optional[float]
Cost and expenses. (provider: fmp)
interest_income : Optional[float]
Interest income. (provider: fmp)
total_interest_expense : Optional[float]
Total interest expenses. (provider: fmp, intrinio);
Interest Expense (provider: polygon)
depreciation_and_amortization : Optional[float]
Depreciation and amortization. (provider: fmp, polygon)
ebitda : Optional[float]
EBITDA. (provider: fmp);
Earnings Before Interest, Taxes, Depreciation and Amortization. (provider: intrinio)
ebitda_margin : Optional[float]
EBITDA margin. (provider: fmp);
Margin on Earnings Before Interest, Taxes, Depreciation and Amortization. (provider: intrinio)
total_operating_income : Optional[float]
Total operating income. (provider: fmp, intrinio)
operating_income_margin : Optional[float]
Operating income margin. (provider: fmp)
total_other_income_expenses : Optional[float]
Total other income and expenses. (provider: fmp)
total_pre_tax_income : Optional[float]
Total pre-tax income. (provider: fmp, intrinio);
Income Before Tax (provider: polygon)
pre_tax_income_margin : Optional[float]
Pre-tax income margin. (provider: fmp, intrinio)
income_tax_expense : Optional[float]
Income tax expense. (provider: fmp, intrinio, polygon)
consolidated_net_income : Optional[float]
Consolidated net income. (provider: fmp, intrinio);
Net Income/Loss (provider: polygon)
net_income_margin : Optional[float]
Net income margin. (provider: fmp)
basic_earnings_per_share : Optional[float]
Basic earnings per share. (provider: fmp, intrinio);
Earnings Per Share (provider: polygon)
diluted_earnings_per_share : Optional[float]
Diluted earnings per share. (provider: fmp, intrinio, polygon)
weighted_average_basic_shares_outstanding : Optional[float]
Weighted average basic shares outstanding. (provider: fmp, intrinio);
Basic Average Shares (provider: polygon)
weighted_average_diluted_shares_outstanding : Optional[float]
Weighted average diluted shares outstanding. (provider: fmp, intrinio);
Diluted Average Shares (provider: polygon)
link : Optional[str]
Link to the filing. (provider: fmp)
final_link : Optional[str]
Link to the filing document. (provider: fmp)
operating_revenue : Optional[float]
Total operating revenue (provider: intrinio)
operating_cost_of_revenue : Optional[float]
Total operating cost of revenue (provider: intrinio)
provision_for_credit_losses : Optional[float]
Provision for credit losses (provider: intrinio)
salaries_and_employee_benefits : Optional[float]
Salaries and employee benefits (provider: intrinio)
marketing_expense : Optional[float]
Marketing expense (provider: intrinio)
net_occupancy_and_equipment_expense : Optional[float]
Net occupancy and equipment expense (provider: intrinio)
other_operating_expenses : Optional[float]
Other operating expenses (provider: intrinio, polygon)
depreciation_expense : Optional[float]
Depreciation expense (provider: intrinio)
amortization_expense : Optional[float]
Amortization expense (provider: intrinio)
amortization_of_deferred_policy_acquisition_costs : Optional[float]
Amortization of deferred policy acquisition costs (provider: intrinio)
exploration_expense : Optional[float]
Exploration expense (provider: intrinio)
depletion_expense : Optional[float]
Depletion expense (provider: intrinio)
deposits_and_money_market_investments_interest_income : Optional[float]
Deposits and money market investments interest income (provider: intrinio)
federal_funds_sold_and_securities_borrowed_interest_income : Optional[float]
Federal funds sold and securities borrowed interest income (provider: intrinio)
investment_securities_interest_income : Optional[float]
Investment securities interest income (provider: intrinio)
loans_and_leases_interest_income : Optional[float]
Loans and leases interest income (provider: intrinio)
trading_account_interest_income : Optional[float]
Trading account interest income (provider: intrinio)
other_interest_income : Optional[float]
Other interest income (provider: intrinio)
total_non_interest_income : Optional[float]
Total non-interest income (provider: intrinio)
interest_and_investment_income : Optional[float]
Interest and investment income (provider: intrinio)
short_term_borrowings_interest_expense : Optional[float]
Short-term borrowings interest expense (provider: intrinio)
long_term_debt_interest_expense : Optional[float]
Long-term debt interest expense (provider: intrinio)
capitalized_lease_obligations_interest_expense : Optional[float]
Capitalized lease obligations interest expense (provider: intrinio)
deposits_interest_expense : Optional[float]
Deposits interest expense (provider: intrinio)
federal_funds_purchased_and_securities_sold_interest_expense : Optional[float]
Federal funds purchased and securities sold interest expense (provider: intrinio)
other_interest_expense : Optional[float]
Other interest expense (provider: intrinio)
net_interest_income : Optional[float]
Net interest income (provider: intrinio);
Interest Income Net (provider: polygon)
other_non_interest_income : Optional[float]
Other non-interest income (provider: intrinio)
investment_banking_income : Optional[float]
Investment banking income (provider: intrinio)
trust_fees_by_commissions : Optional[float]
Trust fees by commissions (provider: intrinio)
premiums_earned : Optional[float]
Premiums earned (provider: intrinio)
insurance_policy_acquisition_costs : Optional[float]
Insurance policy acquisition costs (provider: intrinio)
current_and_future_benefits : Optional[float]
Current and future benefits (provider: intrinio)
property_and_liability_insurance_claims : Optional[float]
Property and liability insurance claims (provider: intrinio)
total_non_interest_expense : Optional[float]
Total non-interest expense (provider: intrinio)
net_realized_and_unrealized_capital_gains_on_investments : Optional[float]
Net realized and unrealized capital gains on investments (provider: intrinio)
other_gains : Optional[float]
Other gains (provider: intrinio)
non_operating_income : Optional[float]
Non-operating income (provider: intrinio);
Non Operating Income/Loss (provider: polygon)
other_income : Optional[float]
Other income (provider: intrinio)
other_revenue : Optional[float]
Other revenue (provider: intrinio)
extraordinary_income : Optional[float]
Extraordinary income (provider: intrinio)
total_other_income : Optional[float]
Total other income (provider: intrinio)
ebit : Optional[float]
Earnings Before Interest and Taxes. (provider: intrinio)
impairment_charge : Optional[float]
Impairment charge (provider: intrinio)
restructuring_charge : Optional[float]
Restructuring charge (provider: intrinio)
service_charges_on_deposit_accounts : Optional[float]
Service charges on deposit accounts (provider: intrinio)
other_service_charges : Optional[float]
Other service charges (provider: intrinio)
other_special_charges : Optional[float]
Other special charges (provider: intrinio)
other_cost_of_revenue : Optional[float]
Other cost of revenue (provider: intrinio)
net_income_continuing_operations : Optional[float]
Net income (continuing operations) (provider: intrinio)
net_income_discontinued_operations : Optional[float]
Net income (discontinued operations) (provider: intrinio)
other_adjustments_to_consolidated_net_income : Optional[float]
Other adjustments to consolidated net income (provider: intrinio)
other_adjustment_to_net_income_attributable_to_common_shareholders : Optional[float]
Other adjustment to net income attributable to common shareholders (provider: intrinio)
net_income_attributable_to_noncontrolling_interest : Optional[float]
Net income attributable to noncontrolling interest (provider: intrinio)
net_income_attributable_to_common_shareholders : Optional[float]
Net income attributable to common shareholders (provider: intrinio);
Net Income/Loss Available To Common Stockholders Basic (provider: polygon)
basic_and_diluted_earnings_per_share : Optional[float]
Basic and diluted earnings per share (provider: intrinio)
cash_dividends_to_common_per_share : Optional[float]
Cash dividends to common per share (provider: intrinio)
preferred_stock_dividends_declared : Optional[float]
Preferred stock dividends declared (provider: intrinio)
weighted_average_basic_and_diluted_shares_outstanding : Optional[float]
Weighted average basic and diluted shares outstanding (provider: intrinio)
cost_of_revenue_goods : Optional[float]
Cost of Revenue - Goods (provider: polygon)
cost_of_revenue_services : Optional[float]
Cost of Revenue - Services (provider: polygon)
provisions_for_loan_lease_and_other_losses : Optional[float]
Provisions for loan lease and other losses (provider: polygon)
income_tax_expense_benefit_current : Optional[float]
Income tax expense benefit current (provider: polygon)
deferred_tax_benefit : Optional[float]
Deferred tax benefit (provider: polygon)
benefits_costs_expenses : Optional[float]
Benefits, costs and expenses (provider: polygon)
selling_general_and_administrative_expense : Optional[float]
Selling, general and administrative expense (provider: polygon)
research_and_development : Optional[float]
Research and development (provider: polygon)
costs_and_expenses : Optional[float]
Costs and expenses (provider: polygon)
operating_expenses : Optional[float]
Operating expenses (provider: polygon)
operating_income : Optional[float]
Operating Income/Loss (provider: polygon)
interest_and_dividend_income : Optional[float]
Interest and Dividend Income (provider: polygon)
interest_and_debt_expense : Optional[float]
Interest and Debt Expense (provider: polygon)
interest_income_after_provision_for_losses : Optional[float]
Interest Income After Provision for Losses (provider: polygon)
non_interest_expense : Optional[float]
Non-Interest Expense (provider: polygon)
non_interest_income : Optional[float]
Non-Interest Income (provider: polygon)
income_from_discontinued_operations_net_of_tax_on_disposal : Optional[float]
Income From Discontinued Operations Net of Tax on Disposal (provider: polygon)
income_from_discontinued_operations_net_of_tax : Optional[float]
Income From Discontinued Operations Net of Tax (provider: polygon)
income_before_equity_method_investments : Optional[float]
Income Before Equity Method Investments (provider: polygon)
income_from_equity_method_investments : Optional[float]
Income From Equity Method Investments (provider: polygon)
income_after_tax : Optional[float]
Income After Tax (provider: polygon)
net_income_attributable_noncontrolling_interest : Optional[float]
Net income (loss) attributable to noncontrolling interest (provider: polygon)
net_income_attributable_to_parent : Optional[float]
Net income (loss) attributable to parent (provider: polygon)
participating_securities_earnings : Optional[float]
Participating Securities Distributed And Undistributed Earnings Loss Basic (provider: polygon)
undistributed_earnings_allocated_to_participating_securities : Optional[float]
Undistributed Earnings Allocated To Participating Securities (provider: polygon)
common_stock_dividends : Optional[float]
Common Stock Dividends (provider: polygon)
preferred_stock_dividends_and_other_adjustments : Optional[float]
Preferred stock dividends and other adjustments (provider: polygon)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.income(symbol='AAPL', provider='fmp')
>>> obb.equity.fundamental.income(symbol='AAPL', period='annual', limit=5, provider='intrinio')
""" # noqa: E501
return self._run(
"/equity/fundamental/income",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.income",
("fmp", "intrinio", "polygon", "yfinance"),
)
},
standard_params={
"symbol": symbol,
"limit": limit,
},
extra_params=kwargs,
info={
"period": {
"fmp": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter"],
},
"intrinio": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter", "ttm", "ytd"],
},
"polygon": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter", "ttm"],
},
"yfinance": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter"],
},
}
},
)
)
@exception_handler
@validate
def income_growth(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
limit: Annotated[
Optional[int],
OpenBBField(description="The number of data entries to return."),
] = 10,
provider: Annotated[
Optional[Literal["fmp"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp."
),
] = None,
**kwargs
) -> OBBject:
"""Get the growth of a company's income statement items over time.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.
symbol : str
Symbol to get data for.
limit : Optional[int]
The number of data entries to return.
period : Literal['annual', 'quarter']
Time period of the data to return. (provider: fmp)
Returns
-------
OBBject
results : list[IncomeStatementGrowth]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
IncomeStatementGrowth
---------------------
period_ending : date
The end date of the reporting period.
fiscal_period : Optional[str]
The fiscal period of the report.
fiscal_year : Optional[int]
The fiscal year of the fiscal period.
symbol : Optional[str]
Symbol representing the entity requested in the data. (provider: fmp)
growth_revenue : Optional[float]
Growth rate of total revenue. (provider: fmp)
growth_cost_of_revenue : Optional[float]
Growth rate of cost of goods sold. (provider: fmp)
growth_gross_profit : Optional[float]
Growth rate of gross profit. (provider: fmp)
growth_gross_profit_margin : Optional[float]
Growth rate of gross profit as a percentage of revenue. (provider: fmp)
growth_general_and_admin_expense : Optional[float]
Growth rate of general and administrative expenses. (provider: fmp)
growth_research_and_development_expense : Optional[float]
Growth rate of expenses on research and development. (provider: fmp)
growth_selling_and_marketing_expense : Optional[float]
Growth rate of expenses on selling and marketing activities. (provider: fmp)
growth_other_expenses : Optional[float]
Growth rate of other operating expenses. (provider: fmp)
growth_operating_expenses : Optional[float]
Growth rate of total operating expenses. (provider: fmp)
growth_cost_and_expenses : Optional[float]
Growth rate of total costs and expenses. (provider: fmp)
growth_interest_expense : Optional[float]
Growth rate of interest expenses. (provider: fmp)
growth_depreciation_and_amortization : Optional[float]
Growth rate of depreciation and amortization expenses. (provider: fmp)
growth_ebitda : Optional[float]
Growth rate of Earnings Before Interest, Taxes, Depreciation, and Amortization. (provider: fmp)
growth_ebitda_margin : Optional[float]
Growth rate of EBITDA as a percentage of revenue. (provider: fmp)
growth_operating_income : Optional[float]
Growth rate of operating income. (provider: fmp)
growth_operating_income_margin : Optional[float]
Growth rate of operating income as a percentage of revenue. (provider: fmp)
growth_total_other_income_expenses_net : Optional[float]
Growth rate of net total other income and expenses. (provider: fmp)
growth_income_before_tax : Optional[float]
Growth rate of income before taxes. (provider: fmp)
growth_income_before_tax_margin : Optional[float]
Growth rate of income before taxes as a percentage of revenue. (provider: fmp)
growth_income_tax_expense : Optional[float]
Growth rate of income tax expenses. (provider: fmp)
growth_consolidated_net_income : Optional[float]
Growth rate of net income. (provider: fmp)
growth_net_income_margin : Optional[float]
Growth rate of net income as a percentage of revenue. (provider: fmp)
growth_basic_earings_per_share : Optional[float]
Growth rate of Earnings Per Share (EPS). (provider: fmp)
growth_diluted_earnings_per_share : Optional[float]
Growth rate of diluted Earnings Per Share (EPS). (provider: fmp)
growth_weighted_average_basic_shares_outstanding : Optional[float]
Growth rate of weighted average shares outstanding. (provider: fmp)
growth_weighted_average_diluted_shares_outstanding : Optional[float]
Growth rate of diluted weighted average shares outstanding. (provider: fmp)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.income_growth(symbol='AAPL', provider='fmp')
>>> obb.equity.fundamental.income_growth(symbol='AAPL', limit=10, period='annual', provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/income_growth",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.income_growth",
("fmp",),
)
},
standard_params={
"symbol": symbol,
"limit": limit,
},
extra_params=kwargs,
info={
"period": {
"fmp": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter"],
}
}
},
)
)
@exception_handler
@validate
def latest_attributes(
self,
symbol: Annotated[
Union[str, list[str]],
OpenBBField(
description="Symbol to get data for. Multiple comma separated items allowed for provider(s): intrinio."
),
],
tag: Annotated[
Union[str, list[str]],
OpenBBField(
description="Intrinio data tag ID or code. Multiple comma separated items allowed for provider(s): intrinio."
),
],
provider: Annotated[
Optional[Literal["intrinio"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: intrinio."
),
] = None,
**kwargs
) -> OBBject:
"""Get the latest value of a data tag from Intrinio.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: intrinio.
symbol : Union[str, list[str]]
Symbol to get data for. Multiple comma separated items allowed for provider(s): intrinio.
tag : Union[str, list[str]]
Intrinio data tag ID or code. Multiple comma separated items allowed for provider(s): intrinio.
Returns
-------
OBBject
results : list[LatestAttributes]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
LatestAttributes
----------------
symbol : str
Symbol representing the entity requested in the data.
tag : Optional[str]
Tag name for the fetched data.
value : Optional[Union[str, float]]
The value of the data.
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.latest_attributes(symbol='AAPL', tag='ceo', provider='intrinio')
""" # noqa: E501
return self._run(
"/equity/fundamental/latest_attributes",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.latest_attributes",
("intrinio",),
)
},
standard_params={
"symbol": symbol,
"tag": tag,
},
extra_params=kwargs,
info={
"symbol": {
"intrinio": {"multiple_items_allowed": True, "choices": None}
},
"tag": {
"intrinio": {"multiple_items_allowed": True, "choices": None}
},
},
)
)
@exception_handler
@validate
def management(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
provider: Annotated[
Optional[Literal["fmp", "yfinance"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, yfinance."
),
] = None,
**kwargs
) -> OBBject:
"""Get executive management team data for a given company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, yfinance.
symbol : str
Symbol to get data for.
Returns
-------
OBBject
results : list[KeyExecutives]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
KeyExecutives
-------------
title : str
Designation of the key executive.
name : str
Name of the key executive.
pay : Optional[int]
Pay of the key executive.
currency_pay : Optional[str]
Currency of the pay.
gender : Optional[str]
Gender of the key executive.
year_born : Optional[int]
Birth year of the key executive.
title_since : Optional[int]
Date the tile was held since.
exercised_value : Optional[int]
Value of shares exercised. (provider: yfinance)
unexercised_value : Optional[int]
Value of shares not exercised. (provider: yfinance)
fiscal_year : Optional[int]
Fiscal year of the pay. (provider: yfinance)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.management(symbol='AAPL', provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/management",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.management",
("fmp", "yfinance"),
)
},
standard_params={
"symbol": symbol,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def management_compensation(
self,
symbol: Annotated[
Union[str, list[str]],
OpenBBField(
description="Symbol to get data for. Multiple comma separated items allowed for provider(s): fmp."
),
],
provider: Annotated[
Optional[Literal["fmp"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp."
),
] = None,
**kwargs
) -> OBBject:
"""Get executive management team compensation for a given company over time.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.
symbol : Union[str, list[str]]
Symbol to get data for. Multiple comma separated items allowed for provider(s): fmp.
year : Optional[int]
Year of the compensation. (provider: fmp)
Returns
-------
OBBject
results : list[ExecutiveCompensation]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
ExecutiveCompensation
---------------------
symbol : str
Symbol representing the entity requested in the data.
cik : Optional[str]
Central Index Key (CIK) for the requested entity.
company_name : Optional[str]
The name of the company.
industry : Optional[str]
The industry of the company.
year : Optional[int]
Year of the compensation.
name_and_position : Optional[str]
Name and position.
salary : Optional[Annotated[float, Ge(ge=0)]]
Salary.
bonus : Optional[Annotated[float, Ge(ge=0)]]
Bonus payments.
stock_award : Optional[Annotated[float, Ge(ge=0)]]
Stock awards.
incentive_plan_compensation : Optional[Annotated[float, Ge(ge=0)]]
Incentive plan compensation.
all_other_compensation : Optional[Annotated[float, Ge(ge=0)]]
All other compensation.
total : Optional[Annotated[float, Ge(ge=0)]]
Total compensation.
filing_date : Optional[date]
Date of the filing. (provider: fmp)
accepted_date : Optional[datetime]
Date the filing was accepted. (provider: fmp)
url : Optional[str]
URL to the filing data. (provider: fmp)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.management_compensation(symbol='AAPL', provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/management_compensation",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.management_compensation",
("fmp",),
)
},
standard_params={
"symbol": symbol,
},
extra_params=kwargs,
info={
"symbol": {"fmp": {"multiple_items_allowed": True, "choices": None}}
},
)
)
@exception_handler
@validate
def management_discussion_analysis(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
calendar_year: Annotated[
Optional[int],
OpenBBField(
description="Calendar year of the report. By default, is the current year. If the calendar period is not provided, but the calendar year is, it will return the annual report."
),
] = None,
calendar_period: Annotated[
Optional[Literal["Q1", "Q2", "Q3", "Q4"]],
OpenBBField(
description="Calendar period of the report. By default, is the most recent report available for the symbol. If no calendar year and no calendar period are provided, it will return the most recent report."
),
] = None,
provider: Annotated[
Optional[Literal["sec"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: sec."
),
] = None,
**kwargs
) -> OBBject:
"""Get the Management Discussion & Analysis section from the financial statements for a given company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: sec.
symbol : str
Symbol to get data for.
calendar_year : Optional[int]
Calendar year of the report. By default, is the current year. If the calendar period is not provided, but the calendar year is, it will return the annual report.
calendar_period : Optional[Literal['Q1', 'Q2', 'Q3', 'Q4']]
Calendar period of the report. By default, is the most recent report available for the symbol. If no calendar year and no calendar period are provided, it will return the most recent report.
strategy : Literal['inscriptis', 'trafilatura']
The strategy to use for extracting the text. Default is 'trafilatura'. (provider: sec)
wrap_length : int
The length to wrap the extracted text, excluding tables. Default is 120. (provider: sec)
include_tables : bool
Return tables formatted as markdown in the text. Default is False. Tables may reveal 'missing' content, but will likely need some level of manual cleaning, post-request, to display properly. In some cases, tables may not be recoverable due to the nature of the document. (provider: sec)
use_cache : bool
When True, the file will be cached for use later. Default is True. (provider: sec)
raw_html : bool
When True, the raw HTML content of the entire filing will be returned. Default is False. Use this option to parse the document manually. (provider: sec)
Returns
-------
OBBject
results : ManagementDiscussionAnalysis
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
ManagementDiscussionAnalysis
----------------------------
symbol : str
Symbol representing the entity requested in the data.
calendar_year : int
The calendar year of the report.
calendar_period : int
The calendar period of the report.
period_ending : Optional[date]
The end date of the reporting period.
content : str
The content of the management discussion and analysis.
url : Optional[str]
The URL of the filing from which the data was extracted. (provider: sec)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.management_discussion_analysis(symbol='AAPL', provider='sec')
>>> # Get the Management Discussion & Analysis section by calendar year and period.
>>> obb.equity.fundamental.management_discussion_analysis(symbol='AAPL', calendar_year=2020, calendar_period='Q4', provider='sec')
>>> # Setting 'include_tables' to True will attempt to extract all tables in valid Markdown.
>>> obb.equity.fundamental.management_discussion_analysis(symbol='AAPL', calendar_year=2020, calendar_period='Q4', provider='sec', include_tables=True)
>>> # Setting 'raw_html' to True will bypass extraction and return the raw HTML file, as is. Use this for custom parsing or to access the entire HTML filing.
>>> obb.equity.fundamental.management_discussion_analysis(symbol='AAPL', calendar_year=2020, calendar_period='Q4', provider='sec', raw_html=True)
""" # noqa: E501
return self._run(
"/equity/fundamental/management_discussion_analysis",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.management_discussion_analysis",
("sec",),
)
},
standard_params={
"symbol": symbol,
"calendar_year": calendar_year,
"calendar_period": calendar_period,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def metrics(
self,
symbol: Annotated[
Union[str, list[str]],
OpenBBField(
description="Symbol to get data for. Multiple comma separated items allowed for provider(s): fmp, intrinio, yfinance."
),
],
limit: Annotated[
Optional[int],
OpenBBField(description="The number of data entries to return."),
] = 100,
provider: Annotated[
Optional[Literal["fmp", "intrinio", "yfinance"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, yfinance."
),
] = None,
**kwargs
) -> OBBject:
"""Get fundamental metrics for a given company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio, yfinance.
symbol : Union[str, list[str]]
Symbol to get data for. Multiple comma separated items allowed for provider(s): fmp, intrinio, yfinance.
limit : Optional[int]
The number of data entries to return.
period : Literal['annual', 'quarter']
Time period of the data to return. (provider: fmp)
with_ttm : bool
Include trailing twelve months (TTM) data. (provider: fmp)
Returns
-------
OBBject
results : list[KeyMetrics]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
KeyMetrics
----------
symbol : Optional[str]
Symbol representing the entity requested in the data.
market_cap : Optional[float]
Market capitalization
pe_ratio : Optional[float]
Price-to-earnings ratio (P/E ratio)
period_ending : Optional[date]
Period ending date. (provider: fmp)
fiscal_period : Optional[str]
Period of the data. (provider: fmp)
calendar_year : Optional[int]
Calendar year for the fiscal period. (provider: fmp)
revenue_per_share : Optional[float]
Revenue per share (provider: fmp, yfinance)
capex_per_share : Optional[float]
Capital expenditures per share (provider: fmp)
net_income_per_share : Optional[float]
Net income per share (provider: fmp)
operating_cash_flow_per_share : Optional[float]
Operating cash flow per share (provider: fmp)
free_cash_flow_per_share : Optional[float]
Free cash flow per share (provider: fmp)
cash_per_share : Optional[float]
Cash per share (provider: fmp, yfinance)
book_value_per_share : Optional[float]
Book value per share (provider: fmp)
tangible_book_value_per_share : Optional[float]
Tangible book value per share (provider: fmp)
shareholders_equity_per_share : Optional[float]
Shareholders equity per share (provider: fmp)
interest_debt_per_share : Optional[float]
Interest debt per share (provider: fmp)
price_to_sales : Optional[float]
Price-to-sales ratio (provider: fmp)
price_to_operating_cash_flow : Optional[float]
Price-to-operating cash flow ratio (provider: fmp)
price_to_free_cash_flow : Optional[float]
Price-to-free cash flow ratio (provider: fmp)
price_to_book : Optional[float]
Price-to-book ratio (provider: fmp, intrinio, yfinance)
price_to_tangible_book : Optional[float]
Price-to-tangible book ratio (provider: fmp, intrinio)
ev_to_sales : Optional[float]
Enterprise value-to-sales ratio (provider: fmp)
ev_to_ebitda : Optional[float]
Enterprise value-to-EBITDA ratio (provider: fmp)
ev_to_operating_cash_flow : Optional[float]
Enterprise value-to-operating cash flow ratio (provider: fmp)
ev_to_free_cash_flow : Optional[float]
Enterprise value-to-free cash flow ratio (provider: fmp)
earnings_yield : Optional[float]
Earnings yield (provider: fmp);
Earnings yield, as a normalized percent. (provider: intrinio)
free_cash_flow_yield : Optional[float]
Free cash flow yield (provider: fmp)
debt_to_market_cap : Optional[float]
Debt-to-market capitalization ratio (provider: fmp)
debt_to_equity : Optional[float]
Debt-to-equity ratio (provider: fmp, yfinance)
debt_to_assets : Optional[float]
Debt-to-assets ratio (provider: fmp)
net_debt_to_ebitda : Optional[float]
Net debt-to-EBITDA ratio (provider: fmp)
current_ratio : Optional[float]
Current ratio (provider: fmp, yfinance)
interest_coverage : Optional[float]
Interest coverage (provider: fmp)
income_quality : Optional[float]
Income quality (provider: fmp)
payout_ratio : Optional[float]
Payout ratio (provider: fmp, yfinance)
sales_general_and_administrative_to_revenue : Optional[float]
Sales general and administrative expenses-to-revenue ratio (provider: fmp)
research_and_development_to_revenue : Optional[float]
Research and development expenses-to-revenue ratio (provider: fmp)
intangibles_to_total_assets : Optional[float]
Intangibles-to-total assets ratio (provider: fmp)
capex_to_operating_cash_flow : Optional[float]
Capital expenditures-to-operating cash flow ratio (provider: fmp)
capex_to_revenue : Optional[float]
Capital expenditures-to-revenue ratio (provider: fmp)
capex_to_depreciation : Optional[float]
Capital expenditures-to-depreciation ratio (provider: fmp)
stock_based_compensation_to_revenue : Optional[float]
Stock-based compensation-to-revenue ratio (provider: fmp)
working_capital : Optional[float]
Working capital (provider: fmp)
tangible_asset_value : Optional[float]
Tangible asset value (provider: fmp)
net_current_asset_value : Optional[float]
Net current asset value (provider: fmp)
enterprise_value : Optional[int]
Enterprise value (provider: fmp, intrinio, yfinance)
invested_capital : Optional[float]
Invested capital (provider: fmp)
average_receivables : Optional[float]
Average receivables (provider: fmp)
average_payables : Optional[float]
Average payables (provider: fmp)
average_inventory : Optional[float]
Average inventory (provider: fmp)
days_sales_outstanding : Optional[float]
Days sales outstanding (provider: fmp)
days_payables_outstanding : Optional[float]
Days payables outstanding (provider: fmp)
days_of_inventory_on_hand : Optional[float]
Days of inventory on hand (provider: fmp)
receivables_turnover : Optional[float]
Receivables turnover (provider: fmp)
payables_turnover : Optional[float]
Payables turnover (provider: fmp)
inventory_turnover : Optional[float]
Inventory turnover (provider: fmp)
return_on_equity : Optional[float]
Return on equity (provider: fmp);
Return on equity, as a normalized percent. (provider: intrinio);
Return on equity, as a normalized percent. (provider: yfinance)
return_on_invested_capital : Optional[float]
Return on invested capital (provider: fmp);
Return on invested capital, as a normalized percent. (provider: intrinio)
return_on_tangible_assets : Optional[float]
Return on tangible assets (provider: fmp)
dividend_yield : Optional[float]
Dividend yield, as a normalized percent. (provider: fmp, intrinio, yfinance)
graham_number : Optional[float]
Graham number (provider: fmp)
graham_net_net : Optional[float]
Graham net-net working capital (provider: fmp)
price_to_revenue : Optional[float]
Price to revenue ratio. (provider: intrinio)
quick_ratio : Optional[float]
Quick ratio. (provider: intrinio, yfinance)
gross_margin : Optional[float]
Gross margin, as a normalized percent. (provider: intrinio, yfinance)
ebit_margin : Optional[float]
EBIT margin, as a normalized percent. (provider: intrinio)
profit_margin : Optional[float]
Profit margin, as a normalized percent. (provider: intrinio, yfinance)
eps : Optional[float]
Basic earnings per share. (provider: intrinio)
eps_growth : Optional[float]
EPS growth, as a normalized percent. (provider: intrinio)
revenue_growth : Optional[float]
Revenue growth, as a normalized percent. (provider: intrinio, yfinance)
ebitda_growth : Optional[float]
EBITDA growth, as a normalized percent. (provider: intrinio)
ebit_growth : Optional[float]
EBIT growth, as a normalized percent. (provider: intrinio)
net_income_growth : Optional[float]
Net income growth, as a normalized percent. (provider: intrinio)
free_cash_flow_to_firm_growth : Optional[float]
Free cash flow to firm growth, as a normalized percent. (provider: intrinio)
invested_capital_growth : Optional[float]
Invested capital growth, as a normalized percent. (provider: intrinio)
return_on_assets : Optional[float]
Return on assets, as a normalized percent. (provider: intrinio, yfinance)
ebitda : Optional[int]
Earnings before interest, taxes, depreciation, and amortization. (provider: intrinio)
ebit : Optional[int]
Earnings before interest and taxes. (provider: intrinio)
long_term_debt : Optional[int]
Long-term debt. (provider: intrinio)
total_debt : Optional[int]
Total debt. (provider: intrinio)
total_capital : Optional[int]
The sum of long-term debt and total shareholder equity. (provider: intrinio)
free_cash_flow_to_firm : Optional[int]
Free cash flow to firm. (provider: intrinio)
altman_z_score : Optional[float]
Altman Z-score. (provider: intrinio)
beta : Optional[float]
Beta relative to the broad market (rolling three-year). (provider: intrinio);
Beta relative to the broad market (5-year monthly). (provider: yfinance)
last_price : Optional[float]
Last price of the stock. (provider: intrinio)
year_high : Optional[float]
52 week high (provider: intrinio)
year_low : Optional[float]
52 week low (provider: intrinio)
volume_avg : Optional[int]
Average daily volume. (provider: intrinio)
short_interest : Optional[int]
Number of shares reported as sold short. (provider: intrinio)
shares_outstanding : Optional[int]
Weighted average shares outstanding (TTM). (provider: intrinio)
days_to_cover : Optional[float]
Days to cover short interest, based on average daily volume. (provider: intrinio)
forward_pe : Optional[float]
Forward price-to-earnings ratio. (provider: yfinance)
peg_ratio : Optional[float]
PEG ratio (5-year expected). (provider: yfinance)
peg_ratio_ttm : Optional[float]
PEG ratio (TTM). (provider: yfinance)
eps_ttm : Optional[float]
Earnings per share (TTM). (provider: yfinance)
eps_forward : Optional[float]
Forward earnings per share. (provider: yfinance)
enterprise_to_ebitda : Optional[float]
Enterprise value to EBITDA ratio. (provider: yfinance)
earnings_growth : Optional[float]
Earnings growth (Year Over Year), as a normalized percent. (provider: yfinance)
earnings_growth_quarterly : Optional[float]
Quarterly earnings growth (Year Over Year), as a normalized percent. (provider: yfinance)
enterprise_to_revenue : Optional[float]
Enterprise value to revenue ratio. (provider: yfinance)
operating_margin : Optional[float]
Operating margin, as a normalized percent. (provider: yfinance)
ebitda_margin : Optional[float]
EBITDA margin, as a normalized percent. (provider: yfinance)
dividend_yield_5y_avg : Optional[float]
5-year average dividend yield, as a normalized percent. (provider: yfinance)
book_value : Optional[float]
Book value per share. (provider: yfinance)
overall_risk : Optional[float]
Overall risk score. (provider: yfinance)
audit_risk : Optional[float]
Audit risk score. (provider: yfinance)
board_risk : Optional[float]
Board risk score. (provider: yfinance)
compensation_risk : Optional[float]
Compensation risk score. (provider: yfinance)
shareholder_rights_risk : Optional[float]
Shareholder rights risk score. (provider: yfinance)
price_return_1y : Optional[float]
One-year price return, as a normalized percent. (provider: yfinance)
currency : Optional[str]
Currency in which the data is presented. (provider: yfinance)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.metrics(symbol='AAPL', provider='fmp')
>>> obb.equity.fundamental.metrics(symbol='AAPL', period='annual', limit=100, provider='intrinio')
""" # noqa: E501
return self._run(
"/equity/fundamental/metrics",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.metrics",
("fmp", "intrinio", "yfinance"),
)
},
standard_params={
"symbol": symbol,
"limit": limit,
},
extra_params=kwargs,
info={
"symbol": {
"fmp": {"multiple_items_allowed": True, "choices": None},
"intrinio": {"multiple_items_allowed": True, "choices": None},
"yfinance": {"multiple_items_allowed": True, "choices": None},
},
"period": {
"fmp": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter"],
}
},
},
)
)
@exception_handler
@validate
def multiples(
self,
symbol: Annotated[
Union[str, list[str]],
OpenBBField(
description="Symbol to get data for. Multiple comma separated items allowed for provider(s): fmp."
),
],
provider: Annotated[
Optional[Literal["fmp"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp."
),
] = None,
**kwargs
) -> OBBject:
"""Get equity valuation multiples for a given company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.
symbol : Union[str, list[str]]
Symbol to get data for. Multiple comma separated items allowed for provider(s): fmp.
Returns
-------
OBBject
results : list[EquityValuationMultiples]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
EquityValuationMultiples
------------------------
symbol : str
Symbol representing the entity requested in the data.
revenue_per_share_ttm : Optional[float]
Revenue per share calculated as trailing twelve months.
net_income_per_share_ttm : Optional[float]
Net income per share calculated as trailing twelve months.
operating_cash_flow_per_share_ttm : Optional[float]
Operating cash flow per share calculated as trailing twelve months.
free_cash_flow_per_share_ttm : Optional[float]
Free cash flow per share calculated as trailing twelve months.
cash_per_share_ttm : Optional[float]
Cash per share calculated as trailing twelve months.
book_value_per_share_ttm : Optional[float]
Book value per share calculated as trailing twelve months.
tangible_book_value_per_share_ttm : Optional[float]
Tangible book value per share calculated as trailing twelve months.
shareholders_equity_per_share_ttm : Optional[float]
Shareholders equity per share calculated as trailing twelve months.
interest_debt_per_share_ttm : Optional[float]
Interest debt per share calculated as trailing twelve months.
market_cap_ttm : Optional[float]
Market capitalization calculated as trailing twelve months.
enterprise_value_ttm : Optional[float]
Enterprise value calculated as trailing twelve months.
pe_ratio_ttm : Optional[float]
Price-to-earnings ratio (P/E ratio) calculated as trailing twelve months.
price_to_sales_ratio_ttm : Optional[float]
Price-to-sales ratio calculated as trailing twelve months.
pocf_ratio_ttm : Optional[float]
Price-to-operating cash flow ratio calculated as trailing twelve months.
pfcf_ratio_ttm : Optional[float]
Price-to-free cash flow ratio calculated as trailing twelve months.
pb_ratio_ttm : Optional[float]
Price-to-book ratio calculated as trailing twelve months.
ptb_ratio_ttm : Optional[float]
Price-to-tangible book ratio calculated as trailing twelve months.
ev_to_sales_ttm : Optional[float]
Enterprise value-to-sales ratio calculated as trailing twelve months.
enterprise_value_over_ebitda_ttm : Optional[float]
Enterprise value-to-EBITDA ratio calculated as trailing twelve months.
ev_to_operating_cash_flow_ttm : Optional[float]
Enterprise value-to-operating cash flow ratio calculated as trailing twelve months.
ev_to_free_cash_flow_ttm : Optional[float]
Enterprise value-to-free cash flow ratio calculated as trailing twelve months.
earnings_yield_ttm : Optional[float]
Earnings yield calculated as trailing twelve months.
free_cash_flow_yield_ttm : Optional[float]
Free cash flow yield calculated as trailing twelve months.
debt_to_equity_ttm : Optional[float]
Debt-to-equity ratio calculated as trailing twelve months.
debt_to_assets_ttm : Optional[float]
Debt-to-assets ratio calculated as trailing twelve months.
net_debt_to_ebitda_ttm : Optional[float]
Net debt-to-EBITDA ratio calculated as trailing twelve months.
current_ratio_ttm : Optional[float]
Current ratio calculated as trailing twelve months.
interest_coverage_ttm : Optional[float]
Interest coverage calculated as trailing twelve months.
income_quality_ttm : Optional[float]
Income quality calculated as trailing twelve months.
dividend_yield_ttm : Optional[float]
Dividend yield calculated as trailing twelve months.
dividend_yield_percentage_ttm : Optional[float]
Dividend yield percentage calculated as trailing twelve months.
dividend_to_market_cap_ttm : Optional[float]
Dividend to market capitalization ratio calculated as trailing twelve months.
dividend_per_share_ttm : Optional[float]
Dividend per share calculated as trailing twelve months.
payout_ratio_ttm : Optional[float]
Payout ratio calculated as trailing twelve months.
sales_general_and_administrative_to_revenue_ttm : Optional[float]
Sales general and administrative expenses-to-revenue ratio calculated as trailing twelve months.
research_and_development_to_revenue_ttm : Optional[float]
Research and development expenses-to-revenue ratio calculated as trailing twelve months.
intangibles_to_total_assets_ttm : Optional[float]
Intangibles-to-total assets ratio calculated as trailing twelve months.
capex_to_operating_cash_flow_ttm : Optional[float]
Capital expenditures-to-operating cash flow ratio calculated as trailing twelve months.
capex_to_revenue_ttm : Optional[float]
Capital expenditures-to-revenue ratio calculated as trailing twelve months.
capex_to_depreciation_ttm : Optional[float]
Capital expenditures-to-depreciation ratio calculated as trailing twelve months.
stock_based_compensation_to_revenue_ttm : Optional[float]
Stock-based compensation-to-revenue ratio calculated as trailing twelve months.
graham_number_ttm : Optional[float]
Graham number calculated as trailing twelve months.
roic_ttm : Optional[float]
Return on invested capital calculated as trailing twelve months.
return_on_tangible_assets_ttm : Optional[float]
Return on tangible assets calculated as trailing twelve months.
graham_net_net_ttm : Optional[float]
Graham net-net working capital calculated as trailing twelve months.
working_capital_ttm : Optional[float]
Working capital calculated as trailing twelve months.
tangible_asset_value_ttm : Optional[float]
Tangible asset value calculated as trailing twelve months.
net_current_asset_value_ttm : Optional[float]
Net current asset value calculated as trailing twelve months.
invested_capital_ttm : Optional[float]
Invested capital calculated as trailing twelve months.
average_receivables_ttm : Optional[float]
Average receivables calculated as trailing twelve months.
average_payables_ttm : Optional[float]
Average payables calculated as trailing twelve months.
average_inventory_ttm : Optional[float]
Average inventory calculated as trailing twelve months.
days_sales_outstanding_ttm : Optional[float]
Days sales outstanding calculated as trailing twelve months.
days_payables_outstanding_ttm : Optional[float]
Days payables outstanding calculated as trailing twelve months.
days_of_inventory_on_hand_ttm : Optional[float]
Days of inventory on hand calculated as trailing twelve months.
receivables_turnover_ttm : Optional[float]
Receivables turnover calculated as trailing twelve months.
payables_turnover_ttm : Optional[float]
Payables turnover calculated as trailing twelve months.
inventory_turnover_ttm : Optional[float]
Inventory turnover calculated as trailing twelve months.
roe_ttm : Optional[float]
Return on equity calculated as trailing twelve months.
capex_per_share_ttm : Optional[float]
Capital expenditures per share calculated as trailing twelve months.
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.multiples(symbol='AAPL', provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/multiples",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.multiples",
("fmp",),
)
},
standard_params={
"symbol": symbol,
},
extra_params=kwargs,
info={
"symbol": {"fmp": {"multiple_items_allowed": True, "choices": None}}
},
)
)
@exception_handler
@validate
def ratios(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
limit: Annotated[
int, OpenBBField(description="The number of data entries to return.")
] = 12,
provider: Annotated[
Optional[Literal["fmp", "intrinio"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio."
),
] = None,
**kwargs
) -> OBBject:
"""Get an extensive set of financial and accounting ratios for a given company over time.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp, intrinio.
symbol : str
Symbol to get data for.
limit : int
The number of data entries to return.
period : str
Time period of the data to return. (provider: fmp, intrinio)
Choices for fmp: 'annual', 'quarter', 'ttm'
Choices for intrinio: 'annual', 'quarter', 'ttm', 'ytd'
fiscal_year : Optional[int]
The specific fiscal year. Reports do not go beyond 2008. (provider: intrinio)
Returns
-------
OBBject
results : list[FinancialRatios]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
FinancialRatios
---------------
period_ending : str
The date of the data.
fiscal_period : str
Period of the financial ratios.
fiscal_year : Optional[int]
Fiscal year.
current_ratio : Optional[float]
Current ratio. (provider: fmp)
quick_ratio : Optional[float]
Quick ratio. (provider: fmp)
cash_ratio : Optional[float]
Cash ratio. (provider: fmp)
days_of_sales_outstanding : Optional[float]
Days of sales outstanding. (provider: fmp)
days_of_inventory_outstanding : Optional[float]
Days of inventory outstanding. (provider: fmp)
operating_cycle : Optional[float]
Operating cycle. (provider: fmp)
days_of_payables_outstanding : Optional[float]
Days of payables outstanding. (provider: fmp)
cash_conversion_cycle : Optional[float]
Cash conversion cycle. (provider: fmp)
gross_profit_margin : Optional[float]
Gross profit margin. (provider: fmp)
operating_profit_margin : Optional[float]
Operating profit margin. (provider: fmp)
pretax_profit_margin : Optional[float]
Pretax profit margin. (provider: fmp)
net_profit_margin : Optional[float]
Net profit margin. (provider: fmp)
effective_tax_rate : Optional[float]
Effective tax rate. (provider: fmp)
return_on_assets : Optional[float]
Return on assets. (provider: fmp)
return_on_equity : Optional[float]
Return on equity. (provider: fmp)
return_on_capital_employed : Optional[float]
Return on capital employed. (provider: fmp)
net_income_per_ebt : Optional[float]
Net income per EBT. (provider: fmp)
ebt_per_ebit : Optional[float]
EBT per EBIT. (provider: fmp)
ebit_per_revenue : Optional[float]
EBIT per revenue. (provider: fmp)
debt_ratio : Optional[float]
Debt ratio. (provider: fmp)
debt_equity_ratio : Optional[float]
Debt equity ratio. (provider: fmp)
long_term_debt_to_capitalization : Optional[float]
Long term debt to capitalization. (provider: fmp)
total_debt_to_capitalization : Optional[float]
Total debt to capitalization. (provider: fmp)
interest_coverage : Optional[float]
Interest coverage. (provider: fmp)
cash_flow_to_debt_ratio : Optional[float]
Cash flow to debt ratio. (provider: fmp)
company_equity_multiplier : Optional[float]
Company equity multiplier. (provider: fmp)
receivables_turnover : Optional[float]
Receivables turnover. (provider: fmp)
payables_turnover : Optional[float]
Payables turnover. (provider: fmp)
inventory_turnover : Optional[float]
Inventory turnover. (provider: fmp)
fixed_asset_turnover : Optional[float]
Fixed asset turnover. (provider: fmp)
asset_turnover : Optional[float]
Asset turnover. (provider: fmp)
operating_cash_flow_per_share : Optional[float]
Operating cash flow per share. (provider: fmp)
free_cash_flow_per_share : Optional[float]
Free cash flow per share. (provider: fmp)
cash_per_share : Optional[float]
Cash per share. (provider: fmp)
payout_ratio : Optional[float]
Payout ratio. (provider: fmp)
operating_cash_flow_sales_ratio : Optional[float]
Operating cash flow sales ratio. (provider: fmp)
free_cash_flow_operating_cash_flow_ratio : Optional[float]
Free cash flow operating cash flow ratio. (provider: fmp)
cash_flow_coverage_ratios : Optional[float]
Cash flow coverage ratios. (provider: fmp)
short_term_coverage_ratios : Optional[float]
Short term coverage ratios. (provider: fmp)
capital_expenditure_coverage_ratio : Optional[float]
Capital expenditure coverage ratio. (provider: fmp)
dividend_paid_and_capex_coverage_ratio : Optional[float]
Dividend paid and capex coverage ratio. (provider: fmp)
dividend_payout_ratio : Optional[float]
Dividend payout ratio. (provider: fmp)
price_book_value_ratio : Optional[float]
Price book value ratio. (provider: fmp)
price_to_book_ratio : Optional[float]
Price to book ratio. (provider: fmp)
price_to_sales_ratio : Optional[float]
Price to sales ratio. (provider: fmp)
price_earnings_ratio : Optional[float]
Price earnings ratio. (provider: fmp)
price_to_free_cash_flows_ratio : Optional[float]
Price to free cash flows ratio. (provider: fmp)
price_to_operating_cash_flows_ratio : Optional[float]
Price to operating cash flows ratio. (provider: fmp)
price_cash_flow_ratio : Optional[float]
Price cash flow ratio. (provider: fmp)
price_earnings_to_growth_ratio : Optional[float]
Price earnings to growth ratio. (provider: fmp)
price_sales_ratio : Optional[float]
Price sales ratio. (provider: fmp)
dividend_yield : Optional[float]
Dividend yield. (provider: fmp)
dividend_yield_percentage : Optional[float]
Dividend yield percentage. (provider: fmp)
dividend_per_share : Optional[float]
Dividend per share. (provider: fmp)
enterprise_value_multiple : Optional[float]
Enterprise value multiple. (provider: fmp)
price_fair_value : Optional[float]
Price fair value. (provider: fmp)
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.ratios(symbol='AAPL', provider='fmp')
>>> obb.equity.fundamental.ratios(symbol='AAPL', period='annual', limit=12, provider='intrinio')
""" # noqa: E501
return self._run(
"/equity/fundamental/ratios",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.ratios",
("fmp", "intrinio"),
)
},
standard_params={
"symbol": symbol,
"limit": limit,
},
extra_params=kwargs,
info={
"period": {
"fmp": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter", "ttm"],
},
"intrinio": {
"multiple_items_allowed": False,
"choices": ["annual", "quarter", "ttm", "ytd"],
},
}
},
)
)
@exception_handler
@validate
def reported_financials(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
period: Annotated[
str, OpenBBField(description="Time period of the data to return.")
] = "annual",
statement_type: Annotated[
str,
OpenBBField(
description="The type of financial statement - i.e, balance, income, cash."
),
] = "balance",
limit: Annotated[
Optional[int],
OpenBBField(
description="The number of data entries to return. Although the response object contains multiple results, because of the variance in the fields, year-to-year and quarter-to-quarter, it is recommended to view results in small chunks."
),
] = 100,
provider: Annotated[
Optional[Literal["intrinio"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: intrinio."
),
] = None,
**kwargs
) -> OBBject:
"""Get financial statements as reported by the company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: intrinio.
symbol : str
Symbol to get data for.
period : str
Time period of the data to return.
statement_type : str
The type of financial statement - i.e, balance, income, cash.
limit : Optional[int]
The number of data entries to return. Although the response object contains multiple results, because of the variance in the fields, year-to-year and quarter-to-quarter, it is recommended to view results in small chunks.
fiscal_year : Optional[int]
The specific fiscal year. Reports do not go beyond 2008. (provider: intrinio)
Returns
-------
OBBject
results : list[ReportedFinancials]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
ReportedFinancials
------------------
period_ending : date
The ending date of the reporting period.
fiscal_period : str
The fiscal period of the report (e.g. FY, Q1, etc.).
fiscal_year : Optional[int]
The fiscal year of the fiscal period.
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.reported_financials(symbol='AAPL', provider='intrinio')
>>> # Get AAPL balance sheet with a limit of 10 items.
>>> obb.equity.fundamental.reported_financials(symbol='AAPL', period='annual', statement_type='balance', limit=10, provider='intrinio')
>>> # Get reported income statement
>>> obb.equity.fundamental.reported_financials(symbol='AAPL', statement_type='income', provider='intrinio')
>>> # Get reported cash flow statement
>>> obb.equity.fundamental.reported_financials(symbol='AAPL', statement_type='cash', provider='intrinio')
""" # noqa: E501
return self._run(
"/equity/fundamental/reported_financials",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.reported_financials",
("intrinio",),
)
},
standard_params={
"symbol": symbol,
"period": period,
"statement_type": statement_type,
"limit": limit,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def revenue_per_geography(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
provider: Annotated[
Optional[Literal["fmp"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp."
),
] = None,
**kwargs
) -> OBBject:
"""Get the geographic breakdown of revenue for a given company over time.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.
symbol : str
Symbol to get data for.
period : Literal['quarter', 'annual']
Time period of the data to return. (provider: fmp)
Returns
-------
OBBject
results : list[RevenueGeographic]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
RevenueGeographic
-----------------
period_ending : date
The end date of the reporting period.
fiscal_period : Optional[str]
The fiscal period of the reporting period.
fiscal_year : Optional[int]
The fiscal year of the reporting period.
filing_date : Optional[date]
The filing date of the report.
region : Optional[str]
The region represented by the revenue data.
revenue : Union[int, float]
The total revenue attributed to the region.
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.revenue_per_geography(symbol='AAPL', provider='fmp')
>>> obb.equity.fundamental.revenue_per_geography(symbol='AAPL', period='quarter', provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/revenue_per_geography",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.revenue_per_geography",
("fmp",),
)
},
standard_params={
"symbol": symbol,
},
extra_params=kwargs,
info={
"period": {
"fmp": {
"multiple_items_allowed": False,
"choices": ["quarter", "annual"],
}
}
},
)
)
@exception_handler
@validate
def revenue_per_segment(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
provider: Annotated[
Optional[Literal["fmp"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp."
),
] = None,
**kwargs
) -> OBBject:
"""Get the revenue breakdown by business segment for a given company over time.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.
symbol : str
Symbol to get data for.
period : Literal['quarter', 'annual']
Time period of the data to return. (provider: fmp)
Returns
-------
OBBject
results : list[RevenueBusinessLine]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
RevenueBusinessLine
-------------------
period_ending : date
The end date of the reporting period.
fiscal_period : Optional[str]
The fiscal period of the reporting period.
fiscal_year : Optional[int]
The fiscal year of the reporting period.
filing_date : Optional[date]
The filing date of the report.
business_line : Optional[str]
The business line represented by the revenue data.
revenue : Union[int, float]
The total revenue attributed to the business line.
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.revenue_per_segment(symbol='AAPL', provider='fmp')
>>> obb.equity.fundamental.revenue_per_segment(symbol='AAPL', period='quarter', provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/revenue_per_segment",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.revenue_per_segment",
("fmp",),
)
},
standard_params={
"symbol": symbol,
},
extra_params=kwargs,
info={
"period": {
"fmp": {
"multiple_items_allowed": False,
"choices": ["quarter", "annual"],
}
}
},
)
)
@exception_handler
@validate
def search_attributes(
self,
query: Annotated[str, OpenBBField(description="Query to search for.")],
limit: Annotated[
Optional[int],
OpenBBField(description="The number of data entries to return."),
] = 1000,
provider: Annotated[
Optional[Literal["intrinio"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: intrinio."
),
] = None,
**kwargs
) -> OBBject:
"""Search Intrinio data tags to search in latest or historical attributes.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: intrinio.
query : str
Query to search for.
limit : Optional[int]
The number of data entries to return.
Returns
-------
OBBject
results : list[SearchAttributes]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
SearchAttributes
----------------
id : str
ID of the financial attribute.
name : str
Name of the financial attribute.
tag : str
Tag of the financial attribute.
statement_code : str
Code of the financial statement.
statement_type : Optional[str]
Type of the financial statement.
parent_name : Optional[str]
Parent's name of the financial attribute.
sequence : Optional[int]
Sequence of the financial statement.
factor : Optional[str]
Unit of the financial attribute.
transaction : Optional[str]
Transaction type (credit/debit) of the financial attribute.
type : Optional[str]
Type of the financial attribute.
unit : Optional[str]
Unit of the financial attribute.
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.search_attributes(query='ebitda', provider='intrinio')
""" # noqa: E501
return self._run(
"/equity/fundamental/search_attributes",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.search_attributes",
("intrinio",),
)
},
standard_params={
"query": query,
"limit": limit,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def trailing_dividend_yield(
self,
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")],
limit: Annotated[
Optional[int],
OpenBBField(
description="The number of data entries to return. Default is 252, the number of trading days in a year."
),
] = 252,
provider: Annotated[
Optional[Literal["tiingo"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: tiingo."
),
] = None,
**kwargs
) -> OBBject:
"""Get the 1 year trailing dividend yield for a given company over time.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: tiingo.
symbol : str
Symbol to get data for.
limit : Optional[int]
The number of data entries to return. Default is 252, the number of trading days in a year.
Returns
-------
OBBject
results : list[TrailingDividendYield]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
TrailingDividendYield
---------------------
date : date
The date of the data.
trailing_dividend_yield : float
Trailing dividend yield.
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.trailing_dividend_yield(symbol='AAPL', provider='tiingo')
>>> obb.equity.fundamental.trailing_dividend_yield(symbol='AAPL', limit=252, provider='tiingo')
""" # noqa: E501
return self._run(
"/equity/fundamental/trailing_dividend_yield",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.trailing_dividend_yield",
("tiingo",),
)
},
standard_params={
"symbol": symbol,
"limit": limit,
},
extra_params=kwargs,
)
)
@exception_handler
@validate
def transcript(
self,
symbol: Annotated[
Union[str, list[str]],
OpenBBField(
description="Symbol to get data for. Multiple comma separated items allowed for provider(s): fmp."
),
],
year: Annotated[
Union[int, str, list[Union[int, str]]],
OpenBBField(
description="Year of the earnings call transcript. Multiple comma separated items allowed for provider(s): fmp."
),
],
provider: Annotated[
Optional[Literal["fmp"]],
OpenBBField(
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp."
),
] = None,
**kwargs
) -> OBBject:
"""Get earnings call transcripts for a given company.
Parameters
----------
provider : str
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp.
symbol : Union[str, list[str]]
Symbol to get data for. Multiple comma separated items allowed for provider(s): fmp.
year : Union[int, str, list[Union[int, str]]]
Year of the earnings call transcript. Multiple comma separated items allowed for provider(s): fmp.
Returns
-------
OBBject
results : list[EarningsCallTranscript]
Serializable results.
provider : Optional[str]
Provider name.
warnings : Optional[list[Warning_]]
list of warnings.
chart : Optional[Chart]
Chart object.
extra : Dict[str, Any]
Extra info.
EarningsCallTranscript
----------------------
symbol : str
Symbol representing the entity requested in the data.
quarter : int
Quarter of the earnings call transcript.
year : int
Year of the earnings call transcript.
date : datetime
The date of the data.
content : str
Content of the earnings call transcript.
Examples
--------
>>> from openbb import obb
>>> obb.equity.fundamental.transcript(symbol='AAPL', year='2020', provider='fmp')
""" # noqa: E501
return self._run(
"/equity/fundamental/transcript",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"equity.fundamental.transcript",
("fmp",),
)
},
standard_params={
"symbol": symbol,
"year": year,
},
extra_params=kwargs,
info={
"symbol": {
"fmp": {"multiple_items_allowed": True, "choices": None}
},
"year": {"fmp": {"multiple_items_allowed": True, "choices": None}},
},
)
)