# get_reported_financials

A company's statements exactly as filed in XBRL. as_filed: one filing's own lines and columns, with concept and unit; segments: revenue, operating income and assets by business line, product and geography with the prior year; changes: the lines that moved most between the filing's periods. Use get_financials for standardized, comparable metrics.

- Group: Financials
- REST: `GET https://api.fundalyze.ai/api/public/v1/get_reported_financials` with the parameters as the query string
- MCP: the `get_reported_financials` tool on `https://api.fundalyze.ai/mcp`
- HTML page: https://fundalyze.ai/developers/reference/get_reported_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 | income, balance or cash_flow (segments ignore it). |
| `view` | string (one of as_filed, segments, changes) | as_filed | as_filed: one filing's own lines and columns; segments: values by business line, product and geography; changes: the lines that moved most between the filing's periods. |
| `fiscal_year` | integer | — | Fiscal year as filed; omit for the latest. |
| `period` | string (one of FY, Q1, Q2, Q3, Q4) | FY | FY = annual report; Q1-Q3 = that 10-Q. Q4 only in segments. |
| `limit` | integer | — | Max rows (defaults: as_filed 100, segments 60, changes 15). |

## Example

REST:

```bash
curl -H "Authorization: Bearer fdz_live_YOUR_KEY" "https://api.fundalyze.ai/api/public/v1/get_reported_financials?ticker=AAPL&statement=income&view=as_filed"
```

MCP `tools/call`:

```json
{
  "name": "get_reported_financials",
  "arguments": {
    "ticker": "AAPL",
    "statement": "income",
    "view": "as_filed"
  }
}
```

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

```text
AAPL · income statement as filed · 10-K FY2025 · filed 2025-10-31 · accession 0000320193-25-000079 · scale M = millions of USD (money and shares), 1 = as reported (per share, counts)
line,concept,unit,scale,FY to 2025-09-27,FY to 2024-09-28,FY to 2023-09-30
Net sales,RevenueFromContractWithCustomerExcludingAssessedTax,usd,M,416161,391035,383285
Cost of sales,CostOfGoodsAndServicesSold,usd,M,220960,210352,214137
Gross margin,GrossProfit,usd,M,195201,180683,169148
Research and development,ResearchAndDevelopmentExpense,usd,M,34550,31370,29915
"Selling, general and administrative",SellingGeneralAndAdministrativeExpense,usd,M,27601,26097,24932
... 10 more rows in the full answer (trimmed for the docs)
SEC filing: https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/0000320193-25-000079-index.html
More: https://fundalyze.ai/stocks/nasdaq/aapl?tab=statements
```

Response `data`:

```json
{
  "ticker": "AAPL",
  "cik": 320193,
  "statement": "income",
  "view": "as_filed",
  "form": "10-K",
  "fiscal_year": 2025,
  "period": "FY",
  "filed": "2025-10-31",
  "accession_number": "0000320193-25-000079",
  "sec_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/0000320193-25-000079-index.html",
  "currency": "USD",
  "periods": [
    {
      "label": "FY to 2025-09-27",
      "period_type": "FY",
      "period_start": "2024-09-29",
      "period_end": "2025-09-27"
    },
    {
      "label": "FY to 2024-09-28",
      "period_type": "FY",
      "period_start": "2023-10-01",
      "period_end": "2024-09-28"
    },
    {
      "label": "FY to 2023-09-30",
      "period_type": "FY",
      "period_start": "2022-09-25",
      "period_end": "2023-09-30"
    }
  ],
  "lines": [
    {
      "label": "Net sales",
      "concept": "RevenueFromContractWithCustomerExcludingAssessedTax",
      "level": 4,
      "unit": "usd",
      "scale": "M",
      "values": [
        416161,
        391035,
        383285
      ]
    },
    {
      "label": "Cost of sales",
      "concept": "CostOfGoodsAndServicesSold",
      "level": 4,
      "unit": "usd",
      "scale": "M",
      "values": [
        220960,
        210352,
        214137
      ]
    },
    {
      "label": "Gross margin",
      "concept": "GrossProfit",
      "level": 3,
      "unit": "usd",
      "scale": "M",
      "values": [
        195201,
        180683,
        169148
      ]
    },
    {
      "label": "Research and development",
      "concept": "ResearchAndDevelopmentExpense",
      "level": 5,
      "unit": "usd",
      "scale": "M",
      "values": [
        34550,
        31370,
        29915
      ]
    },
    {
      "label": "Selling, general and administrative",
      "concept": "SellingGeneralAndAdministrativeExpense",
      "level": 5,
      "unit": "usd",
      "scale": "M",
      "values": [
        27601,
        26097,
        24932
      ]
    }
  ],
  "total_lines": 15
}
```

Rows trimmed to the first 5 for the docs: lines had 15.

## Fields of `data`

| Field | Meaning |
|---|---|
| `lines` | Statement lines in filing order (list; see lines[]). |
| `periods` | Period columns in order (labels). |
| `ticker` | Ticker as listed in the SEC directory. |
| `cik` | SEC Central Index Key. |
| `statement` | income, balance or cash_flow. |
| `view` | as_filed, segments or changes. |
| `form` | The SEC form the figures come from (10-K, 10-Q, 20-F...). |
| `fiscal_year` | Fiscal year as the filer labels it. |
| `period` | FY or Q1-Q4. |
| `filed` | Filing date (ISO). |
| `accession_number` | SEC accession number of the filing. |
| `sec_url` | The filing's index page on sec.gov. |
| `currency` | ISO code of the reporting currency (as_filed, changes). |
| `periods[].label` | Column heading: 'FY to 2025-09-27' or 'at 2025-09-27'. |
| `periods[].period_type` | FY, Q1-Q4, YTD or INSTANT. |
| `periods[].period_start` | Start of the column's period (null for an instant). |
| `periods[].period_end` | End of the column's period. |
| `lines[].label` | Line caption as filed. |
| `lines[].concept` | XBRL concept name. |
| `lines[].level` | Indentation level in the filed statement. |
| `lines[].unit` | XBRL unit as filed. |
| `lines[].scale` | M = millions of the currency or shares; 1 = as reported. |
| `lines[].values` | One value per period, in `scale`; null when not reported. |
| `total_lines` | Lines in the statement before `limit`. |
| `segments[].axis` | business_segment, product_service or geographic. |
| `segments[].metric` | revenue, operating_income, assets... or the XBRL tag. |
| `segments[].member` | The segment, product or region as named in XBRL. |
| `segments[].value` | This period's value, millions of `unit`. |
| `segments[].prior_year` | Same period a year earlier, millions of `unit`. |
| `segments[].change_pct` | Year-over-year change, percent. |
| `segments[].derived` | true when Fundalyze computed it (Q4 = FY less Q1-Q3). |
| `segments[].tag` | XBRL tag. |
| `segments[].unit` | XBRL unit (usually USD). |
| `segments[].period_end` | Period end date. |
| `total_rows` | Segment rows before `limit`. |
| `previous_period_end` | Earlier period compared (changes). |
| `current_period_end` | Later period compared (changes). |
| `changes[].label` | Line caption as filed. |
| `changes[].concept` | XBRL concept name. |
| `changes[].previous` | Earlier value, in `scale`. |
| `changes[].current` | Later value, in `scale`. |
| `changes[].change` | current minus previous, in `scale`. |
| `changes[].change_pct` | Change in percent of the earlier value. |
| `changes[].kind` | changed, new or dropped. |
| `changes[].material` | true when the move is at least 1% of the statement's largest line. |
| `changes[].scale` | M = millions; 1 = as reported. |
| `total_changes` | Changed lines before `limit`. |

## 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.