Sourcing Reference

Sourcing Reference

Values the as-reported and standardized financials endpoints return can be traced to the filing they came from. The sources on a value name the filing's PDF and the page the value is printed on. With includeRegions=true, each source also gives the box on that page where the number is printed, so you can highlight it.

sources are returned to API keys with sourcing access. Without it, values come without sources, and includeRegions has no effect.

What a source holds

"sources": [
  {
    "document": "https://api.fiscal.ai/v1/filing/0000320193-26-000026/pdf?ticker=AAPL&exchange=NASDAQ",
    "image": "https://api.fiscal.ai/v1/filing/0000320193-26-000026/page/35/image?ticker=AAPL&exchange=NASDAQ",
    "pageNumber": 35,
    "originalSourceUrl": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000026/aapl-20260926.htm",
    "region": [0.6041, 0.2338, 0.0333, 0.0103]
  }
]

This is Apple's total net sales for fiscal 2026, $478,834 million, on page 35 of its 10-K.

Which values have sources

• As-reported: a value the company filed (isCalculated: false) has one source, the filing that reports it. A calculated value (isCalculated: true), such as a fourth quarter worked out from the annual and the first nine months, has one source for each filing it is calculated from, with no region.
• Standardized: a standardized value lists the line items it is built from in asReportedValues, and each of those carries its own sources, built as on the as-reported endpoint. The same applies to alternativeAsReportedValues.

Drawing a region

region is [x, y, width, height]. Each number is a fraction from 0 to 1 of the page's width (x, width) or height (y, height), measured from the top-left corner of the page.

• The box belongs to page pageNumber of document, the PDF page as a PDF viewer shows it. Render that page at any size, then multiply: at W by H pixels the box starts at x * W, y * H and is width * W wide and height * H tall.
• Regions are supported on the PDF page only. They do not line up with image, so draw them on document.
• When a value has a region, pageNumber is the page the number was found on, so the two always go together.

// page: a PDF page rendered into a canvas of canvasWidth by canvasHeight pixels
const [x, y, width, height] = source.region;
context.strokeRect(x * canvasWidth, y * canvasHeight, width * canvasWidth, height * canvasHeight);

When a value has no region

region is left out, rather than set to null, when the value could not be located on its page, and on the sources of calculated values. Most filed values have one. Treat a source without region as pointing at the whole page.

curl "https://api.fiscal.ai/v1/company/financials/income-statement/as-reported" \
  -H "X-Api-Key: $FISCAL_API_KEY"