Fiscal.ai - API Reference

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.

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

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).

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

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.

https://api.fiscal.ai/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.

https://api.fiscal.ai/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.

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

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.

https://api.fiscal.ai/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.

https://api.fiscal.ai/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.

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

Get the list of all standardized metrics.

Returns the list of all standardized metrics.

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

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.

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

Get all ratios time series for a company

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

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

Get daily ratio time-series for a company

Returns a daily time-series for the specified ratio. The ratio is recomputed for each trading day using the closing share price for that day and the most recently reported fundamental inputs (e.g. EPS, shares outstanding) available as of that date.

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

Get the list of all ratios.

Returns the list of all ratios.

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

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.

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

Get the latest adjusted metrics for a company

Returns the adjusted metrics for a company.

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

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.

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

Get insider holders for a company

Returns insider holders with their security and vehicle holdings.

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

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.

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

Get institutional holdings for a company

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

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

Get holdings for an institutional holder

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

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

List all institutional holders

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

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

Get earnings calendar events

Returns earnings calendar data powered by Benzinga, including scheduled earnings dates, EPS and revenue estimates, reported actuals, and surprise metrics. Filter by tickers, date range, or importance level.

https://api.fiscal.ai/v1/calendar/earnings

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.

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

Get the stock prices for a company

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.

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

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.

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

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.

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

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.

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

Get the full PDF of a filing

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

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

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

Returns resources attached to a company's IR events — currently earnings events, with more event types to come. Items sharing the same (eventType, fiscalYear, fiscalQuarter) belong to the same event: the interim/annual report(s), the investor presentation (slide deck), the results press release, and — when a call was held — the transcript and audio. Documents are served by their filing_id via /v1/filing/{filing_id}/pdf; the transcript and audio have their own endpoints (see `url`).

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

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.

https://api.fiscal.ai/v1/company/ir-events/transcript/{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.

https://api.fiscal.ai/v1/company/ir-events/audio/{eventKey}

Get a published company logo asset

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

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

Get company news

Returns company news.

https://api.fiscal.ai/v1/company/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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

[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.

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

[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.

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

[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.

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

[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.

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

[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.

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

[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.

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