get_reported_financials | Fundalyze API docs

RESTGET https://api.fundalyze.ai/api/public/v1/get_reported_financialsMCPget_reported_financials

Parameters

Parameter	Type	Default	Description
`ticker`required	stringup to 12 characters	—	US ticker symbol, e.g. AAPL or BRK-B. Use search_companies when unsure.
`statement`	stringone of income, balance, cash_flow	income	income, balance or cash_flow (segments ignore it).
`view`	stringone 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`	stringone 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

A real call and its answer. Replace fdz_live_YOUR_KEY with your key, or set FUNDALYZE_API_KEY for the Python and JavaScript versions.

get_reported_financials: curl

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"

get_reported_financials: Python

import os

import requests

response = requests.get(
    "https://api.fundalyze.ai/api/public/v1/get_reported_financials",
    params={
        "ticker": "AAPL",
        "statement": "income",
        "view": "as_filed",
    },
    headers={"Authorization": f"Bearer {os.environ['FUNDALYZE_API_KEY']}"},
    timeout=60,
)
response.raise_for_status()
answer = response.json()
print(answer["text"])
print("Calls left today:", response.headers.get("X-Quota-Remaining"))

get_reported_financials: JavaScript

const params = new URLSearchParams()
params.append("ticker", "AAPL")
params.append("statement", "income")
params.append("view", "as_filed")

const response = await fetch(`https://api.fundalyze.ai/api/public/v1/get_reported_financials?${params}`, {
  headers: { Authorization: `Bearer ${process.env.FUNDALYZE_API_KEY}` },
})
const answer = await response.json()
if (!response.ok) throw new Error(`${response.status}: ${answer.detail}`)
console.log(answer.text)
console.log('Calls left today:', response.headers.get('X-Quota-Remaining'))

get_reported_financials: MCP

The same call as an MCP tools/call: what an assistant sends.

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

Response

Generated from live data on Oct 7, 2026; figures change as filings arrive. Rows trimmed to the first 5 for the docs: lines had 15.

get_reported_financials: response text

What an assistant reads (and what MCP returns).

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

get_reported_financials: response data

The same content as JSON (REST).

{
  "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
}

Fields of data

What each field of data means. rows[].field is a field of each row in the rows list.

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 (here, fundalyze.ai/stocks/nasdaq/aapl?tab=statements). Cite it when you show the data to others, as the attribution rules ask.

Errors

A bad parameter is a 400 naming it, an unknown ticker a 404, a busy key or a used-up day a 429. Every status and message: Errors.

This page as Markdown, for language models and scripts: /developers/md/reference/get_reported_financials