# get_financials

Standardized financial statements (income, balance, cash_flow) built from SEC XBRL filings, annual or quarterly, one column per period, newest last, in USD millions (non-USD filers converted). Ask for only the metrics you need by key; margins, growth, free cash flow and per-share figures come precomputed. include_provenance shows each value's XBRL concept and SEC accession.

- Group: More tools
- REST: `GET https://api.fundalyze.ai/api/public/v1/get_financials` with the parameters as the query string
- MCP: the `get_financials` tool on `https://api.fundalyze.ai/mcp`
- HTML page: https://fundalyze.ai/developers/reference/get_financials

## Parameters

| Parameter | Type | Default | Description |
|---|---|---|---|
| `ticker` (required) | string (up to 12 characters) | — | US ticker symbol, e.g. AAPL or BRK-B. Use search_companies when unsure. |
| `statement` | string (one of income, balance, cash_flow) | income | Which statement: income, balance or cash_flow. |
| `metrics` | list of string | — | Metric keys for the chosen statement (omit for the defaults: income: revenue, gross_profit, operating_income, net_income, eps_diluted; balance: cash, total_assets, total_liabilities, total_equity, total_debt; cash_flow: cfo, cfi, cff, capex, fcf). Repeat the parameter or comma-separate. income: revenue, cost_of_revenue, gross_profit, rd_expense, sga_expense, total_operating_expenses, operating_income, ebitda, interest_expense, pretax_income, income_tax, effective_tax_rate, net_income, eps_basic, eps_diluted, shares_diluted, dividends_per_share, gross_margin, operating_margin, net_margin, revenue_growth. balance: cash, short_term_investments, receivables, inventory, total_current_assets, ppe_net, goodwill, intangibles, total_assets, accounts_payable, deferred_revenue, current_debt, total_current_liabilities, long_term_debt, total_liabilities, retained_earnings, total_equity, shares_outstanding, total_debt, net_debt, working_capital, tangible_book_value, invested_capital, book_value_per_share. cash_flow: cf_net_income, cf_da, cf_sbc, cf_working_capital_change, cfo, capex, acquisitions, cfi, debt_issued, debt_repaid, buybacks, dividends_paid, cff, net_change_in_cash, ending_cash, fcf, fcf_margin. Industry lines (banks, insurers, REITs, utilities, oil & gas, asset managers) exist too; an unknown key's error lists every valid key. |
| `period_type` | string (one of annual, quarterly) | annual | annual = fiscal years (FY2024); quarterly = discrete quarters (2024Q3). |
| `years` | integer (1–20) | 5 | How many fiscal years back, 1-20: one column per year (annual) or four per year (quarterly). |
| `include_provenance` | boolean | false | Also return each value's source: the XBRL concept (or formula) and the SEC accession it came from. |

## Example

REST:

```bash
curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/get_financials?ticker=MSFT&metrics=revenue%2Coperating_income%2Cnet_income%2Ceps_diluted&years=3"
```

MCP `tools/call`:

```json
{
  "name": "get_financials",
  "arguments": {
    "ticker": "MSFT",
    "metrics": [
      "revenue",
      "operating_income",
      "net_income",
      "eps_diluted"
    ],
    "years": 3
  }
}
```

Response `text` (generated Oct 7, 2026):

```text
MSFT · income · annual · USD millions (per-share in USD, ratios as decimals, shares in millions)
metric,FY2024,FY2025,FY2026
revenue,245122,281724,331839
operating_income,109433,128528,155237
net_income,88136,101832,133749
eps_diluted,11.8,13.64,17.95
More: https://fundalyze.ai/stocks/nasdaq/msft?tab=statements
```

Response `data`:

```json
{
  "ticker": "MSFT",
  "cik": 789019,
  "statement": "income",
  "period_type": "annual",
  "units": "USD millions (per-share in USD, ratios as decimals, shares in millions)",
  "periods": [
    "FY2024",
    "FY2025",
    "FY2026"
  ],
  "period_ends": [
    "2024-06-30",
    "2025-06-30",
    "2026-06-30"
  ],
  "metrics": [
    {
      "key": "revenue",
      "label": "Revenue",
      "unit_kind": "currency",
      "values": [
        245122,
        281724,
        331839
      ]
    },
    {
      "key": "operating_income",
      "label": "Operating income",
      "unit_kind": "currency",
      "values": [
        109433,
        128528,
        155237
      ]
    },
    {
      "key": "net_income",
      "label": "Net income",
      "unit_kind": "currency",
      "values": [
        88136,
        101832,
        133749
      ]
    },
    {
      "key": "eps_diluted",
      "label": "Diluted EPS",
      "unit_kind": "per_share",
      "values": [
        11.8,
        13.64,
        17.95
      ]
    }
  ]
}
```

## The link

Every answer ends with `More: <link>`, and REST returns the same URL as `link`: the fundalyze.ai page where the figures can be checked. Cite it when you show the data to others.