Fiscal.ai - API Reference

Full API reference for every Fiscal.ai endpoint — company profiles, as-reported and standardized financials, ratios, KPIs, stock prices, and filings.

Company Key:

A company key combines an exchange and ticker symbol. For US/CA exchanges, the format is exchange_ticker (e.g., NASDAQ_MSFT for Microsoft). For other exchanges, it uses MIC code: MIC_TICKER (e.g., XWAR_PKN for a Warsaw Stock Exchange listing). Use either ticker and exchange OR companyKey.

Companies List

New in v3:

Nested primaryListing, market cap, and rich company metadata. Defaults to companies with API-enabled data — pass allCompanies=true for the full 55,000+ universe, or compact=true for a slimmer payload. Coming from v2? Read the v2 → v3 migration guide.

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v3/companies-list

Get a list of all companies

Lists companies along with their descriptors — display and legal names, sector and industry classification, headquarters and legal domicile, the embedded `primaryListing`, market cap, key identifiers (company & security fiscal identifiers, CIK, and licensed CUSIP/ISIN/FIGI), reporting template, and the datasets available for each company. By default only companies with API-enabled data are returned; pass `allCompanies=true` for the full universe. Results are server-paginated (`pagination.totalCount` reflects the selected set); `updatedAt` and `earningsFilingDate` are always served live. Pass `compact=true` for a reduced payload. Free-plan keys receive only the free-plan companies (a single page), in either shape.

Parameters

apiKeystring

API Key (alternatively send via X-Api-Key header)

pageNumberinteger

Page number (1-indexed)

compactboolean

Return a slimmer row: fewer descriptive fields, all identifiers retained. Defaults to false (full shape). Available on every plan.

allCompaniesboolean

Set true to include the full ~55,000-company universe. Defaults to false — only companies with API-enabled data. Not available on the free plan.

Request
https://api.fiscal.ai/v3/companies-list
Response

Company Profile

New in v3:

The full company plus its primaryListing, all secondaryListings, and its peers, all embedded in one response. Coming from v2? Read the v2 → v3 migration guide.

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v3/company/profile

Get profile for a single company

Retrieves a detailed company profile — legal and trade names, sector and industry classification, headquarters and legal domicile, leadership, founding and IPO years, market cap, key identifiers (company & security fiscal identifiers, CIK, and licensed CUSIP/ISIN/FIGI), and long- and short-form business descriptions. Includes the `primaryListing`, all `secondaryListings` across other exchanges, and the company's `peers` (the former /v1/company/peers endpoint, now embedded here).

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v3/company/profile
Response

Financials As Reported - Income Statement

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/financials/income-statement/as-reported

Get as-reported financials for a company

Returns raw financial statement line items exactly as disclosed by the company, including source document links for traceability.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

periodTypestring

Optional period filter as a comma-separated list of: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to 'annual'.

currencystring

ISO 4217 target currency code (e.g., USD, CAD, EUR). Case-insensitive; system normalizes to uppercase. Must be 3-4 letters. Defaults to company's reporting currency.

Request
https://api.fiscal.ai/v1/company/financials/income-statement/as-reported
Response

Financials As Reported - Balance Sheet

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/financials/balance-sheet/as-reported

Get as-reported financials for a company

Returns raw financial statement line items exactly as disclosed by the company, including source document links for traceability.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

periodTypestring

Optional period filter as a comma-separated list of: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to 'annual'.

currencystring

ISO 4217 target currency code (e.g., USD, CAD, EUR). Case-insensitive; system normalizes to uppercase. Must be 3-4 letters. Defaults to company's reporting currency.

Request
https://api.fiscal.ai/v1/company/financials/balance-sheet/as-reported
Response

Financials As Reported - Cash Flow Statement

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/financials/cash-flow-statement/as-reported

Get as-reported financials for a company

Returns raw financial statement line items exactly as disclosed by the company, including source document links for traceability.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

periodTypestring

Optional period filter as a comma-separated list of: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to 'annual'.

currencystring

ISO 4217 target currency code (e.g., USD, CAD, EUR). Case-insensitive; system normalizes to uppercase. Must be 3-4 letters. Defaults to company's reporting currency.

Request
https://api.fiscal.ai/v1/company/financials/cash-flow-statement/as-reported
Response

Standardized mapping and calculation provenance:

Each standardized metric value identifies the selected mappingType: direct, composite, or total (a standardized sub-component roll-up). asReportedValues remains the selected audit trail. Set includeMappingAlternatives=true to return alternativeAsReportedValues when another direct or composite mapping is available. It exposes only the non-selected trail, avoiding a duplicate copy of the selected values. Mapping fields are omitted when the selected trail cannot be matched exactly to the legacy audit trail. Each underlying value and the standardized value include isCalculated; combining multiple filed rows, converting currency, or transporting a shares-parser measurement through a synthetic row does not make either calculated. Synthetic EPS/WASO fallbacks and copies do. The existing calcType is broader standardization provenance and can still be derived_lineitem for composite, subtractive, or currency-converted values. derived_period means the period itself was back-solved. Null values return isCalculated: false and omit calcType and mappingType.

Financials Standardized - Income Statement

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/financials/income-statement/standardized

Get standardized financials for a company

Returns standardized financial statements where line items are mapped to a common schema, enabling apples-to-apples comparison across companies.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

periodTypestring

Optional period filter as a comma-separated list of: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to 'annual'.

currencystring

ISO 4217 target currency code (e.g., USD, CAD, EUR). Case-insensitive; system normalizes to uppercase. Must be 3-4 letters. Defaults to company's reporting currency.

includeReportingTemplatesboolean

Include reportingTemplates metadata for each standardized metric

includeMappingAlternativesboolean

Include non-selected direct/composite as-reported audit trails without duplicating the selected asReportedValues trail

Request
https://api.fiscal.ai/v1/company/financials/income-statement/standardized
Response

Financials Standardized - Balance Sheet

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/financials/balance-sheet/standardized

Get standardized financials for a company

Returns standardized financial statements where line items are mapped to a common schema, enabling apples-to-apples comparison across companies.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

periodTypestring

Optional period filter as a comma-separated list of: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to 'annual'.

currencystring

ISO 4217 target currency code (e.g., USD, CAD, EUR). Case-insensitive; system normalizes to uppercase. Must be 3-4 letters. Defaults to company's reporting currency.

includeReportingTemplatesboolean

Include reportingTemplates metadata for each standardized metric

includeMappingAlternativesboolean

Include non-selected direct/composite as-reported audit trails without duplicating the selected asReportedValues trail

Request
https://api.fiscal.ai/v1/company/financials/balance-sheet/standardized
Response

Financials Standardized - Cash Flow Statement

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/financials/cash-flow-statement/standardized

Get standardized financials for a company

Returns standardized financial statements where line items are mapped to a common schema, enabling apples-to-apples comparison across companies.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

periodTypestring

Optional period filter as a comma-separated list of: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to 'annual'.

currencystring

ISO 4217 target currency code (e.g., USD, CAD, EUR). Case-insensitive; system normalizes to uppercase. Must be 3-4 letters. Defaults to company's reporting currency.

includeReportingTemplatesboolean

Include reportingTemplates metadata for each standardized metric

includeMappingAlternativesboolean

Include non-selected direct/composite as-reported audit trails without duplicating the selected asReportedValues trail

Request
https://api.fiscal.ai/v1/company/financials/cash-flow-statement/standardized
Response

Standardized Metrics List

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/standardized-metrics-list/{templateType}/{statementType}

Get the list of all standardized metrics.

Returns the list of all standardized metrics.

Parameters

templateTypestringpathrequired

Reporting template category

statementTypestringpathrequired

Financial statement category

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/standardized-metrics-list/{templateType}/{statementType}
Response

All Standardized Metrics

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/standardized-metrics-list

Get the list of all standardized metrics across all reporting templates.

Returns every unique standardized metric, with an array indicating which reporting templates each metric belongs to.

Parameters

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/standardized-metrics-list
Response

Company Ratios

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/ratios

Get all ratios time series for a company

Calculates and returns all supported financial ratios for the specified company across the selected period types.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

periodTypestring

Optional period filter as a comma-separated list of: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to 'annual'.

currencystring

ISO 4217 target currency code (e.g., USD, CAD, EUR). Case-insensitive; system normalizes to uppercase. Must be 3-4 letters. Defaults to company's reporting currency.

ratioIdstring

Return only these ratio IDs. Can be provided multiple times or as a comma-separated list.

Request
https://api.fiscal.ai/v1/company/ratios
Response

Daily Ratios

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/ratios/daily/{ratioId}

Get daily ratio time-series for a company

Returns a daily time-series for the specified ratio. Stock Price mirrors the stock-prices endpoint's served closing-price series exactly when no currency override is requested. Other ratios are recomputed for each trading day using that closing price and the most recently reported fundamental inputs available as of that date.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

ratioIdstringpathrequired

ID of the ratio (e.g. ratio_price_to_earnings)

apiKeystring

API Key (alternatively send via X-Api-Key header)

currencystring

ISO 4217 target currency code (e.g., USD, CAD, EUR). Case-insensitive; system normalizes to uppercase. Must be 3-4 letters. Defaults to company's reporting currency.

Request
https://api.fiscal.ai/v1/company/ratios/daily/{ratioId}
Response

Ratios List

Full List of Ratios:

For a full list of ratios, see our Ratios Reference.

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/ratios-list

Get the list of all ratios.

Returns the list of all ratios.

Parameters

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/ratios-list
Response

Shares Outstanding

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/shares-outstanding

Get the latest shares outstanding for a company

Returns the total number of shares outstanding and detailed share-class breakdown as of the latest available filing for the company.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/company/shares-outstanding
Response

Adjusted Metrics

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/adjusted-metrics

Get the latest adjusted metrics for a company

Returns the adjusted metrics for a company.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

periodTypestring

Optional period filter as a comma-separated list of: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to 'annual'.

currencystring

ISO 4217 target currency code (e.g., USD, CAD, EUR). Case-insensitive; system normalizes to uppercase. Must be 3-4 letters. Defaults to company's reporting currency.

Request
https://api.fiscal.ai/v1/company/adjusted-metrics
Response

Segments and KPIs (v2)

Recommended version:

Use v2 for new integrations. It returns stable numeric KPI identifiers across metrics, segmentGroups, rollups, and data.metricsValues.

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v2/company/segments-and-kpis

Get segments and KPIs for a company

Recommended segments and KPIs endpoint. V2 returns stable numeric KPI identifiers. In v2, `metricId` and the `metricsValues` object keys use the stable KPI ID instead of the name-derived identifier returned by v1.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

periodTypestring

Optional period filter as a comma-separated list of: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to 'annual'.

currencystring

ISO 4217 target currency code (e.g., USD, CAD, EUR). Case-insensitive; system normalizes to uppercase. Must be 3-4 letters. Defaults to company's reporting currency.

Request
https://api.fiscal.ai/v2/company/segments-and-kpis
Response

Insider Holders

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/ownership/insider/holders

Get insider holders for a company

Returns insider holders with their security and vehicle holdings.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

includeInactiveboolean

Set to `true` to include insiders who are no longer actively affiliated with the company. Defaults to excluding them.

pageNumberinteger

Page number (1-indexed)

pageSizeinteger

Number of records per page, max 1000

Request
https://api.fiscal.ai/v1/company/ownership/insider/holders
Response

Insider Transactions

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/ownership/insider/transactions

Get insider transactions for a company

Returns insider transaction rows for the requested company. Transactions from holders flagged as `is_removed` via analyst override are always hidden. Transactions from holders flagged `is_active = false` are hidden by default; pass `includeInactive=true` to include them — matching the `/insider/holders` endpoint semantics.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

includeInactiveboolean

Set to `true` to include insiders who are no longer actively affiliated with the company. Defaults to excluding them.

pageNumberinteger

Page number (1-indexed)

pageSizeinteger

Number of records per page, max 1000

Request
https://api.fiscal.ai/v1/company/ownership/insider/transactions
Response

Transaction Types

The transactionType field is one of the following categories.

ValueMeaning
Open Market PurchaseShares bought on the open market at the insider's own initiative.
Open Market SaleShares sold on the open market at the insider's own initiative.
Sale to IssuerShares sold back to the company, such as through a buyback or redemption.
Grant or AwardShares or options granted by the company as compensation, rather than a discretionary trade.
Tax WithholdingShares withheld by the company to cover taxes due on vesting equity — an automatic disposition, not a market sale.
Derivative ExerciseOptions or other derivatives converted into shares, typically routine compensation mechanics.
Gift or InheritanceShares transferred without payment, such as a charitable gift or a transfer to family or a trust.
Tender of SharesShares surrendered in response to a tender offer, merger, or exchange.
OtherLess common events such as trust transfers, or transactions that do not fit a standard category.

Institutional Holders (Company)

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/ownership/institutional/holders

Get institutional holdings for a company

Returns institutional holder positions for a company. Defaults to the latest reported quarter; use year + quarter for history.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

yearinteger

Calendar year for a historical quarter. Must be supplied with quarter.

quarterinteger

Calendar quarter for a historical period. Must be supplied with year.

pageNumberinteger

Page number (1-indexed)

pageSizeinteger

Number of records per page, max 1000

Request
https://api.fiscal.ai/v1/company/ownership/institutional/holders
Response

Institutional Holdings (Holder)

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/ownership/institutional/holdings

Get holdings for an institutional holder

Returns a holder-centric portfolio. Defaults to the latest reported quarter; use year + quarter for history.

Parameters

companyrequired

SEC CIK of the holder (with or without leading zeros). Provide either `holderId` or `cik`.

apiKeystring

API Key (alternatively send via X-Api-Key header)

holderIdstring

Ownership holder UUID. Provide either `holderId` or `cik`.

yearinteger

Calendar year for a historical quarter. Must be supplied with quarter.

quarterinteger

Calendar quarter for a historical period. Must be supplied with year.

pageNumberinteger

Page number (1-indexed)

pageSizeinteger

Number of records per page, max 1000

Request
https://api.fiscal.ai/v1/ownership/institutional/holdings
Response

Institutional Holders List

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/ownership/institutional/holders

List all institutional holders

Returns the directory of institutional holders with holder ID, normalized name, and SEC CIK when available.

Parameters

companyoptional

Optional SEC CIK filter (with or without leading zeros).

apiKeystring

API Key (alternatively send via X-Api-Key header)

pageNumberinteger

Page number (1-indexed)

pageSizeinteger

Number of records per page, max 1000

Request
https://api.fiscal.ai/v1/ownership/institutional/holders
Response

Events Calendar

Event coverage:

Serving earnings events only for now — other event types are coming soon.

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/events-calendar

Get past and upcoming company events

Returns company earnings events. Omit company identifiers to retrieve the global calendar, or provide one or more comma-separated identifiers of a single type to filter the calendar by company. Results are sorted by eventDate in ascending order. Use page and pageSize to paginate large result sets.

Parameters

companies

One or more comma-separated Fiscal.ai company, listing, or security identifiers (FSCLC, FSCLL, or FSCLS); each resolves to its canonical company.

apiKeystring

API Key (alternatively send via X-Api-Key header)

countrystring

Filter by ISO country code of the company's headquarters (case-insensitive, e.g. US, GB).

sectorstring

Filter by GICS sector (case-insensitive exact match).

startDatestring

Inclusive lower bound (YYYY-MM-DD). Non-projected events compare eventDate; projected events match when dateWindow overlaps the requested range.

endDatestring

Inclusive upper bound (YYYY-MM-DD). Non-projected events compare eventDate; projected events match when dateWindow overlaps the requested range.

statusstring

Filter by event status: confirmed (company-stated date), estimated (source-derived specific date), projected (cadence-derived window), or reported (occurred).

pageinteger

1-based page number. Requires pageSize.

pageSizeinteger

Page size (1-1000). Without it, a result over 1000 rows is rejected — paginate or narrow filters.

Request
https://api.fiscal.ai/v1/events-calendar
Response

Stock Splits

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/stock-splits

Get the stock splits for a company

Provides all historical stock split and stock dividend events for the requested company, including split ratio and relevant dates.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/company/stock-splits
Response

Stock Prices

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v3/company/stock-prices

Get the stock prices for a company

Returns the daily stock price series for the specified company, including open price, close price, and volume, in reverse chronological order (most recent first). Prices are split-adjusted and quoted in the listing's trading currency. When the request denotes a secondary listing, that listing's own price series is returned; if it is unavailable, the primary listing's prices are returned as a fallback. Unlike /v2, the response identifies the exact listing the prices belong to (`listingFiscalIdentifier`, `ticker`, `exchangeCode`, `tradingCurrency`, `tradingStatus`), so callers always know whether they received the primary or a secondary listing.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

startDatestring

Filter prices from this date onwards (YYYY-MM-DD format)

endDatestring

Filter prices up to and including this date (YYYY-MM-DD format)

latestboolean

If true, returns only the most recent stock price

Request
https://api.fiscal.ai/v3/company/stock-prices
Response

Intraday Stock Prices

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/stock-prices/intraday

Get the intraday stock prices for a company

Returns the intraday stock price series for the specified company, with datetime and price for each trade. Prices are split-adjusted and rounded to 2 decimal places.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

startDatestring

Filter prices from this date onwards (YYYY-MM-DD format)

endDatestring

Filter prices up to and including this date (YYYY-MM-DD format)

Request
https://api.fiscal.ai/v1/company/stock-prices/intraday
Response

Company Filings (v2)

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v2/company/filings

Get filings for a company

Retrieves a list of filings for the specified company from the last 20 years. Currently supports: - Annual Report - Interim Report - Earnings Press Release - Current Report - Initial Registration Statement The fiscal year, quarter, and report date are only available if there was financial data extracted from the filing.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v2/company/filings
Response

Filing Image (by page)

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/filing/{filingId}/page/{pageNumber}/image

Get an image of a filing page

Fetches a high-resolution JPEG image of the specified page from the original SEC filing document. Suitable for embedding in client applications for source traceability.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

filingIdstringpathrequired

Filing ID

pageNumbernumberpathrequired

Page number

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/filing/{filingId}/page/{pageNumber}/image
Response

Filing PDF

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/filing/{filingId}/pdf

Get the full PDF of a filing

Downloads the complete PDF version of the SEC filing referenced by its accession number.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

filingIdstringpathrequired

Filing ID

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/filing/{filingId}/pdf
Response

Investor Relations

The event model:

An event is a single reporting occasion, and every resource — report filings, slide deck, press release, transcript, call recording — belongs to one. Events are keyed by fiscal period: q{fiscalQuarter}-{fiscalYear}, e.g. q3-2026.

The quarter is the one the reported period ends in — quarterly reporters use q1–q4, half-year reporters use q2 for H1 and q4 for H2, and annual reports always land on q4.

English-only investor relations content, at the moment.

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/ir-events

Get a company's IR events (currently earnings events)

Lists the resources attached to a company's IR events — currently earnings events, with more event types to come. Rows that share a fiscal period belong to the same event: the interim/annual report(s), the slide deck, the press release, and — when a call was held — the transcript and audio recording.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/company/ir-events
Response

Resource types and how to fetch them

roleresourceTypeResourceresourceId resolves via
transcripttranscriptStructured call transcript/v1/company/ir-events/transcript/{resourceId}
audioaudioCall recording (audio, sometimes video)/v1/company/ir-events/audio/{resourceId}
interim_reportdocumentThe filed interim report/v1/filing/{resourceId}/pdf
annual_reportdocumentThe filed annual report/v1/filing/{resourceId}/pdf
slide_deckdocumentInvestor presentation/v1/filing/{resourceId}/pdf
press_releasedocumentResults press release/v1/filing/{resourceId}/pdf

Every resource above is served with the IR events license, including the document downloads: the Filing PDF endpoint accepts any resourceId this endpoint returns. Filings beyond your events' documents — the full archive and the Company Filings listing — require the filings license.

Event Transcript

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/ir-events/transcript/{eventKey}

Get the transcript for an earnings event

Returns the structured transcript for an earnings event: event fiscal identity, speaker mapping (label, name, role, company, speaker type), transcript text, paragraphs, sentence timestamps, Q&A section timing, and summary counts. `eventKey` is the q{quarter}-{year} key from the /v1/company/ir-events list.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

eventKeystringpathrequired

Event key (q{quarter}-{year})

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/company/ir-events/transcript/{eventKey}
Response

Event Audio

Streaming:

Streams the event's call recording — audio, and for some events a video file — honoring HTTP Range requests (206 Partial Content), so players can seek without downloading the full file. The response Content-Type reflects the stored recording.

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/ir-events/audio/{eventKey}

Get the audio recording for an earnings event

Streams the recording of an earnings event's call — audio, or for some events a video file; the response Content-Type reflects the stored recording. `eventKey` is the q{quarter}-{year} key from the /v1/company/ir-events list.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

eventKeystringpathrequired

Event key (q{quarter}-{year})

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/company/ir-events/audio/{eventKey}
Response
API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v2/company/logo

Get a published company logo asset

Returns a published company logo as image bytes. Supports icon, logo (light), logo-dark, and tile variants.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

variantstring

Logo variant. One of: icon (square app icon / avatar), logo (logomark for light surfaces), logo-dark (logomark for dark surfaces), tile (square brand tile). Defaults to icon.

Request
https://api.fiscal.ai/v2/company/logo
Response

Company News

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/news

Get company news

Returns company news.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

startDatestring

Start date of the inclusive UTC date range. Must be supplied together with endDate. If both are omitted, returns the latest 14 UTC dates.

endDatestring

End date of the inclusive UTC date range. Must be supplied together with startDate. Range cannot exceed 31 days. If both are omitted, returns the latest 14 UTC dates.

eventTypestring

Optional filter to a single normalized event type. For multiple event types, use /v1/top-news (comma-separated eventType).

importanceinteger

Optional filter to a single exact importance score (1-5). For multiple levels or a range, use /v1/top-news (minImportance/maxImportance).

Request
https://api.fiscal.ai/v1/company/news
Response

News eventType Values

Event type describes the category of the news item. Used by both /v1/company/news (single value) and /v1/top-news (comma-separated for multiple values).

ValueMeaning
earningsQuarterly or annual results, revenue, profit, or EPS
guidanceForward guidance, outlook, or forecasts
dividendDividend declarations, dividend changes, or special dividends
stock_splitForward splits, reverse splits, ratio changes, or ex-split dates
buybackShare repurchase programs or authorizations
maMergers, acquisitions, or divestitures involving ownership/control of a company or business
partnershipStrategic partnerships, joint ventures, commercial agreements, purchase agreements, customer orders, or supply agreements
product_launchNew product or service announcements
expansionGeographic expansion, new markets, or new facilities
regulatoryRegulatory approvals, compliance actions, or fines
legalLawsuits, settlements, or legal proceedings
executiveC-suite changes, board appointments, or departures
restructuringLayoffs, reorganizations, or cost-cutting
financingDebt issuance, equity offerings, or credit facilities
technologyR&D milestones, patent grants, or technology developments
esgESG initiatives, sustainability reports, or social programs
analystConcrete analyst rating, initiation, downgrade, upgrade, or price-target action
market_commentarySubstantive market or industry analysis where the company is a primary subject
otherCompany-specific news that does not fit another category

News importance Values

Importance reflects the impact of the news item. Some event types are naturally more likely to be important, but each item is scored based on its specific substance. Used by both /v1/company/news and /v1/top-news.

ScoreLabelMeaning
1Major EventMaterial development with high significance
2Measurable ImpactNews with a quantified impact or surprise
3Notable UpdateMeaningful new information
4Minor MentionCompany mention in broader or lower-impact coverage
5Routine EventRoutine or lower-substance news

Top News

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/top-news

Get top news across companies

Returns a paginated top-news feed across all covered companies. Default behavior When no filters are supplied, the endpoint returns articles from the latest 7 UTC days with importance 1 (Major Event) or 2 (Measurable Impact), restricted to companies with a market cap of at least $1B USD. Results are sorted by importance first, then newest collection timestamp. pageSize defaults to 250. The default view is optimized for high-signal monitoring, not as a complete relevance cutoff; include importance 3 or a wider range when you need a broader news view. Filtering Use importance for one exact level, or minImportance and maxImportance for an inclusive range. These modes are mutually exclusive. The scale runs from 1 (most material) to 5 (least material): use minImportance=1&maxImportance=3 to include Notable Update articles, or minImportance=1&maxImportance=5 to include every level. eventType accepts one event type or a comma-separated list, for example eventType=earnings,ma. Use minMarketCap and/or maxMarketCap (absolute USD) to filter by company market cap. The cross-company feed defaults to a $1B USD floor (minMarketCap=1000000000); pass minMarketCap=0 to disable it. These size filters apply to the cross-company feed only — supplying companyKey returns that company's news directly and ignores minMarketCap/maxMarketCap.

Parameters

companyoptional

Optional. When provided, returns top news for this company only. Must be canonical EXCHANGE_TICKER form (e.g. NASDAQ_AAPL).

apiKeystring

API Key (alternatively send via X-Api-Key header)

startDatestring

Optional start date of the inclusive UTC date range (YYYY-MM-DD). If supplied, endDate must also be supplied. If both are omitted, returns the latest 7 UTC days.

endDatestring

Optional end date of the inclusive UTC date range (YYYY-MM-DD). If supplied, startDate must also be supplied. Range cannot exceed 7 days. If both are omitted, returns the latest 7 UTC days.

eventTypestring

Optional. One or more event types, comma-separated. Defaults to all event types. Allowed: earnings, guidance, dividend, stock_split, buyback, ma, partnership, product_launch, expansion, regulatory, legal, executive, restructuring, financing, technology, esg, analyst, market_commentary, other.

importanceinteger

Optional. Exact importance level (1-5) to return. Mutually exclusive with minImportance/maxImportance. Scale: 1=Major Event, 2=Measurable Impact, 3=Notable Update, 4=Minor Mention, 5=Routine Event.

minImportanceinteger

Optional. Inclusive lower bound on the importance value (1-5). Defaults to 1. Mutually exclusive with `importance`. Note the scale: 1 is the MOST significant tier; larger numbers are less significant.

maxImportanceinteger

Optional. Inclusive upper bound on the importance value (1-5). Defaults to 5. Mutually exclusive with `importance`. Example: `minImportance=1&maxImportance=2` returns the two most significant tiers (Major Event + Measurable Impact).

minMarketCapnumbernull

Optional. Inclusive lower bound on company USD market cap (absolute units, e.g. 1000000000 = $1B). Applies to the cross-company feed only (ignored when companyKey is supplied). Defaults to 1000000000 ($1B); pass minMarketCap=0 to disable the floor.

maxMarketCapnumbernull

Optional. Inclusive upper bound on company USD market cap (absolute units). Applies to the cross-company feed only (ignored when companyKey is supplied). Defaults to no upper bound.

pageNumberinteger

Optional. Page number (1-indexed). Defaults to 1.

pageSizeinteger

Optional. Number of articles per page. Defaults to 250, max 1000.

Request
https://api.fiscal.ai/v1/top-news
Response

Fund Letters

New: what investors write about companies:

Quarterly, annual, and interim letters from hedge funds, mutual funds, and investment partnerships — parsed into per-company investment theses. Read the Fund Letters guide for the data model, identifiers, and thesis vocabularies.

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/fund-letters

List fund letters

Lists the published fund letters for one calendar year (optionally one quarter) — quarterly, annual and interim letters from hedge funds, mutual funds, investment partnerships and other professional investors, with extracted per-company theses available via the letter detail endpoint. Rows are sorted by reporting period, newest first. Narrow further with quarter, or with investorId/fundId from the investors endpoints (an investor's complete letter feed across all years is on /v1/fund-letters/investors/{investorId}). Every row carries the companies the letter discusses (companyKeys), so the list is also a cheap way to scan a period's coverage. A period with no published letters returns an empty page, not an error. The corpus is curated: only complete, quality-checked letters from 2020 onward are published, and each letter appears once (the same letter distributed through multiple channels is deduplicated). Identifiers are permanent; counts can drift slightly between daily publishes as new letters arrive and the company universe evolves.

Parameters

apiKeystring

API Key (alternatively send via X-Api-Key header)

yearintegerrequired

Calendar year of the reporting period (2020 or later). Required.

quarterinteger

Optional. Calendar quarter (1-4) within the year. Omit for the whole year.

investorIdstring

Optional. Only letters from this investor (fscl_investor_… identifier).

fundIdstring

Optional. Only letters from this fund (fscl_fund_… identifier).

pageNumberinteger

Optional. Page number (1-indexed). Defaults to 1.

pageSizeinteger

Optional. Rows per page. Defaults to 250, max 1000.

Request
https://api.fiscal.ai/v1/fund-letters
Response

Fund Letter Detail

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/fund-letters/{letterId}

Get a fund letter

Returns the full extracted content of one fund letter: identity (investor, fund), the reporting period, letter-level narratives (market backdrop, portfolio positioning, performance summary), structured performance figures, and a thesis for every security the letter materially discusses — each with the resolved company attached. Thesis fields are extracted verbatim-faithful from the letter (the sourceQuote field carries a representative quote). The original document is available at /v1/fund-letters/{letterId}/pdf.

Parameters

letterIdstringpathrequired

Letter identifier (fscl_document_…).

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/fund-letters/{letterId}
Response

Fund Letter PDF

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/fund-letters/{letterId}/pdf

Get the original PDF of a fund letter

Downloads the original letter document as published by the investor. Letters sourced as web pages are rendered to PDF at ingestion, so every letter has one.

Parameters

letterIdstringpathrequired

Letter identifier (fscl_document_…).

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/fund-letters/{letterId}/pdf
Response

Fund Letter Investors

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/fund-letters/investors

List fund-letter investors

Lists every investment firm with published fund letters, with coverage stats (letters, funds, companies, theses, period range) and the firm's style/sector/geography profile from its most recent letters. Sorted by coverage (letterCount) descending. Use investorId with /v1/fund-letters/investors/{investorId} for the full profile and letter feed, or as a filter on /v1/fund-letters.

Parameters

apiKeystring

API Key (alternatively send via X-Api-Key header)

pageNumberinteger

Optional. Page number (1-indexed). Defaults to 1.

pageSizeinteger

Optional. Rows per page. Defaults to 250, max 1000.

Request
https://api.fiscal.ai/v1/fund-letters/investors
Response

Fund Letter Investor Detail

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/fund-letters/investors/{investorId}

Get a fund-letter investor

Returns an investment firm's full fund-letters profile: identity and principals, the strategy/style/focus profile evidenced across its letters, coverage stats, every fund with published letters, and the complete letter feed (newest first). Investor identifiers are permanent. When two investor records are ever discovered to be the same firm they are merged rather than deleted, so a previously returned investorId keeps resolving.

Parameters

investorIdstringpathrequired

Investor identifier (fscl_investor_…).

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/fund-letters/investors/{investorId}
Response

Fund Letter Companies

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/fund-letters/companies

List companies covered by fund letters

Lists every company with at least one published fund-letter thesis, with the resolved company block (identifiers, listing, classification, market cap) and coverage stats. Sorted by coverage (letterCount) descending. Use /v1/company/fund-letters for a specific company's full thesis feed — it accepts every standard company identifier.

Parameters

apiKeystring

API Key (alternatively send via X-Api-Key header)

pageNumberinteger

Optional. Page number (1-indexed). Defaults to 1.

pageSizeinteger

Optional. Rows per page. Defaults to 250, max 1000.

Request
https://api.fiscal.ai/v1/fund-letters/companies
Response

Company Fund Letters

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/fund-letters

Get fund-letter theses for a company

Returns everything professional investors' letters say about one company: the resolved company block, coverage stats, and every published thesis (newest reporting period first) — each with its stance, conviction, position sizing, thesis/risk/catalyst/valuation summaries, a representative source quote, and a reference to the investor, fund and letter it came from. Accepts every standard company identifier (companyKey, ticker + exchange/micCode, CUSIP, ISIN, FIGI, CIK, or the Fiscal.ai company identifier). Returns 404 for companies without fund-letter coverage — /v1/fund-letters/companies lists the covered universe.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/company/fund-letters
Response

Thesis relationship Values

The investor's relationship to the company in the letter the thesis came from.

ValueMeaning
longHeld long position
shortHeld short position
new_positionPosition initiated in the period
addedPosition increased in the period
trimmedPosition reduced in the period
soldPosition sold in the period
exitedPosition fully exited in the period
watchlistFollowed but not held
negative_researchSubject of negative/short research without a disclosed position
issuerThe letter is written by the company itself (e.g. a holding company's shareholder letter)

Thesis stance and conviction Values

stance is one of bullish, bearish, mixed, neutral. conviction is one of high, medium, low, unknown — as expressed in the letter, not inferred.

Companies List (v2)

Deprecated — use v3:

Superseded by Companies List (v3). See the v2 → v3 migration guide.

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v2/companies-list

[DEPRECATED] Get a list of all companies (use /v3/companies-list instead)

Lists all companies available in the dataset together with basic descriptors and the types of data available for each company. This endpoint is deprecated, please use /v3/companies-list instead.

Parameters

apiKeystring

API Key (alternatively send via X-Api-Key header)

pageNumberinteger

Page number (1-indexed)

pageSizeinteger

Number of items per page, max 1000

Request
https://api.fiscal.ai/v2/companies-list
Response

Company Profile (v2)

Deprecated — use v3:

Superseded by Company Profile (v3). See the v2 → v3 migration guide.

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v2/company/profile

[DEPRECATED] Get profile for a single company (use /v3/company/profile instead)

Retrieves a detailed company profile including sector, industry, descriptions and lists the datasets currently available under the Fiscal.ai system. This endpoint is deprecated, please use /v3/company/profile instead.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v2/company/profile
Response

Companies List (v1)

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/companies-list

[DEPRECATED] Get a list of all companies (use /v3/companies-list instead)

Lists all companies available in the dataset together with basic descriptors and the types of data available for each company. This endpoint is deprecated, please use /v3/companies-list instead.

Parameters

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/companies-list
Response

Company Profile (v1)

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/profile

[DEPRECATED] Get profile for a single company (use /v3/company/profile instead)

Retrieves a detailed company profile including sector, industry, descriptions and lists the datasets currently available under the Fiscal.ai system. This endpoint is deprecated, please use /v3/company/profile instead.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/company/profile
Response

Company Filings (v1)

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/filings

[DEPRECATED] Get filings for a company (use /v2/company/filings instead)

Retrieves a list of filings for the specified company from the last 20 years. This endpoint is deprecated, please use /v2/company/filings instead.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

Request
https://api.fiscal.ai/v1/company/filings
Response

Stock Prices (v2)

Deprecated — use v3:

Superseded by Stock Prices (v3), which identifies the exact listing (primary or secondary) the returned prices belong to.

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v2/company/stock-prices

[DEPRECATED] Get the stock prices for a company (use /v3/company/stock-prices instead)

Returns the daily stock price series for the specified company, including open price, close price, and volume. Prices are split-adjusted, expressed in the company reporting currency where applicable, and returned in reverse chronological order (most recent first). Secondary listings return their own price series; if unavailable, the primary listing's prices are returned as a fallback — but the response does not indicate which listing was returned. This endpoint is deprecated, please use /v3/company/stock-prices instead, which identifies the exact listing the prices belong to.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

startDatestring

Filter prices from this date onwards (YYYY-MM-DD format)

endDatestring

Filter prices up to and including this date (YYYY-MM-DD format)

latestboolean

If true, returns only the most recent stock price

Request
https://api.fiscal.ai/v2/company/stock-prices
Response

Stock Prices (v1)

API Key Required
Set your API key to test the endpoints directly from the documentation.
GET/v1/company/stock-prices

[DEPRECATED] Get the stock prices for a company (use /v2/company/stock-prices instead)

Returns the daily closing share price series for the specified company in reverse chronological order (most recent first). This endpoint is deprecated, please use /v2/company/stock-prices instead.

Parameters

companyrequired

Fiscal.ai stable company identifier (the companyFiscalIdentifier field). An alternative to ticker/micCode/exchange.

apiKeystring

API Key (alternatively send via X-Api-Key header)

startDatestring

Filter prices from this date onwards (YYYY-MM-DD format)

endDatestring

Filter prices up to and including this date (YYYY-MM-DD format)

latestboolean

If true, returns only the most recent stock price

Request
https://api.fiscal.ai/v1/company/stock-prices
Response