Equity Info

---

Implementation details

Class names

Model name	Parameters class	Data class
EquityInfo	EquityInfoQueryParams	EquityInfoData

Import Statement

from openbb_core.provider.standard_models.equity_info import (
EquityInfoData,
EquityInfoQueryParams,
)

---

Parameters

• standard
• finviz
• fmp
• intrinio
• tmx
• yfinance

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for. Multiple items allowed for provider(s): finviz, fmp, intrinio, tmx, yfinance.		False
provider	Literal['finviz', 'fmp', 'intrinio', 'tmx', 'yfinance']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'finviz' if there is no default.	finviz	True

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for. Multiple items allowed for provider(s): finviz, fmp, intrinio, tmx, yfinance.		False
provider	Literal['finviz', 'fmp', 'intrinio', 'tmx', 'yfinance']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'finviz' if there is no default.	finviz	True

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for. Multiple items allowed for provider(s): finviz, fmp, intrinio, tmx, yfinance.		False
provider	Literal['finviz', 'fmp', 'intrinio', 'tmx', 'yfinance']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'finviz' if there is no default.	finviz	True

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for. Multiple items allowed for provider(s): finviz, fmp, intrinio, tmx, yfinance.		False
provider	Literal['finviz', 'fmp', 'intrinio', 'tmx', 'yfinance']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'finviz' if there is no default.	finviz	True

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for. Multiple items allowed for provider(s): finviz, fmp, intrinio, tmx, yfinance.		False
provider	Literal['finviz', 'fmp', 'intrinio', 'tmx', 'yfinance']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'finviz' if there is no default.	finviz	True

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for. Multiple items allowed for provider(s): finviz, fmp, intrinio, tmx, yfinance.		False
provider	Literal['finviz', 'fmp', 'intrinio', 'tmx', 'yfinance']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'finviz' if there is no default.	finviz	True

---

Data

• standard
• finviz
• fmp
• intrinio
• tmx
• yfinance

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
name	str	Common name of the company.
cik	str	Central Index Key (CIK) for the requested entity.
cusip	str	CUSIP identifier for the company.
isin	str	International Securities Identification Number.
lei	str	Legal Entity Identifier assigned to the company.
legal_name	str	Official legal name of the company.
stock_exchange	str	Stock exchange where the company is traded.
sic	int	Standard Industrial Classification code for the company.
short_description	str	Short description of the company.
long_description	str	Long description of the company.
ceo	str	Chief Executive Officer of the company.
company_url	str	URL of the company's website.
business_address	str	Address of the company's headquarters.
mailing_address	str	Mailing address of the company.
business_phone_no	str	Phone number of the company's headquarters.
hq_address1	str	Address of the company's headquarters.
hq_address2	str	Address of the company's headquarters.
hq_address_city	str	City of the company's headquarters.
hq_address_postal_code	str	Zip code of the company's headquarters.
hq_state	str	State of the company's headquarters.
hq_country	str	Country of the company's headquarters.
inc_state	str	State in which the company is incorporated.
inc_country	str	Country in which the company is incorporated.
employees	int	Number of employees working for the company.
entity_legal_form	str	Legal form of the company.
entity_status	str	Status of the company.
latest_filing_date	date	Date of the company's latest filing.
irs_number	str	IRS number assigned to the company.
sector	str	Sector in which the company operates.
industry_category	str	Category of industry in which the company operates.
industry_group	str	Group of industry in which the company operates.
template	str	Template used to standardize the company's financial statements.
standardized_active	bool	Whether the company is active or not.
first_fundamental_date	date	Date of the company's first fundamental.
last_fundamental_date	date	Date of the company's last fundamental.
first_stock_price_date	date	Date of the company's first stock price.
last_stock_price_date	date	Date of the company's last stock price.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
name	str	Common name of the company.
cik	str	Central Index Key (CIK) for the requested entity.
cusip	str	CUSIP identifier for the company.
isin	str	International Securities Identification Number.
lei	str	Legal Entity Identifier assigned to the company.
legal_name	str	Official legal name of the company.
stock_exchange	str	Stock exchange where the company is traded.
sic	int	Standard Industrial Classification code for the company.
short_description	str	Short description of the company.
long_description	str	Long description of the company.
ceo	str	Chief Executive Officer of the company.
company_url	str	URL of the company's website.
business_address	str	Address of the company's headquarters.
mailing_address	str	Mailing address of the company.
business_phone_no	str	Phone number of the company's headquarters.
hq_address1	str	Address of the company's headquarters.
hq_address2	str	Address of the company's headquarters.
hq_address_city	str	City of the company's headquarters.
hq_address_postal_code	str	Zip code of the company's headquarters.
hq_state	str	State of the company's headquarters.
hq_country	str	Country of the company's headquarters.
inc_state	str	State in which the company is incorporated.
inc_country	str	Country in which the company is incorporated.
employees	int	Number of employees working for the company.
entity_legal_form	str	Legal form of the company.
entity_status	str	Status of the company.
latest_filing_date	date	Date of the company's latest filing.
irs_number	str	IRS number assigned to the company.
sector	str	Sector in which the company operates.
industry_category	str	Category of industry in which the company operates.
industry_group	str	Group of industry in which the company operates.
template	str	Template used to standardize the company's financial statements.
standardized_active	bool	Whether the company is active or not.
first_fundamental_date	date	Date of the company's first fundamental.
last_fundamental_date	date	Date of the company's last fundamental.
first_stock_price_date	date	Date of the company's first stock price.
last_stock_price_date	date	Date of the company's last stock price.
index	str	Included in indices - i.e., Dow, Nasdaq, or S&P.
optionable	str	Whether options trade against the ticker.
shortable	str	If the asset is shortable.
shares_outstanding	str	The number of shares outstanding, as an abbreviated string.
shares_float	str	The number of shares in the public float, as an abbreviated string.
short_interest	str	The last reported number of shares sold short, as an abbreviated string.
institutional_ownership	float	The institutional ownership of the stock, as a normalized percent.
market_cap	str	The market capitalization of the stock, as an abbreviated string.
dividend_yield	float	The dividend yield of the stock, as a normalized percent.
earnings_date	str	The last, or next confirmed, earnings date and announcement time, as a string. The format is Nov 02 AMC - for after market close.
beta	float	The beta of the stock relative to the broad market.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
name	str	Common name of the company.
cik	str	Central Index Key (CIK) for the requested entity.
cusip	str	CUSIP identifier for the company.
isin	str	International Securities Identification Number.
lei	str	Legal Entity Identifier assigned to the company.
legal_name	str	Official legal name of the company.
stock_exchange	str	Stock exchange where the company is traded.
sic	int	Standard Industrial Classification code for the company.
short_description	str	Short description of the company.
long_description	str	Long description of the company.
ceo	str	Chief Executive Officer of the company.
company_url	str	URL of the company's website.
business_address	str	Address of the company's headquarters.
mailing_address	str	Mailing address of the company.
business_phone_no	str	Phone number of the company's headquarters.
hq_address1	str	Address of the company's headquarters.
hq_address2	str	Address of the company's headquarters.
hq_address_city	str	City of the company's headquarters.
hq_address_postal_code	str	Zip code of the company's headquarters.
hq_state	str	State of the company's headquarters.
hq_country	str	Country of the company's headquarters.
inc_state	str	State in which the company is incorporated.
inc_country	str	Country in which the company is incorporated.
employees	int	Number of employees working for the company.
entity_legal_form	str	Legal form of the company.
entity_status	str	Status of the company.
latest_filing_date	date	Date of the company's latest filing.
irs_number	str	IRS number assigned to the company.
sector	str	Sector in which the company operates.
industry_category	str	Category of industry in which the company operates.
industry_group	str	Group of industry in which the company operates.
template	str	Template used to standardize the company's financial statements.
standardized_active	bool	Whether the company is active or not.
first_fundamental_date	date	Date of the company's first fundamental.
last_fundamental_date	date	Date of the company's last fundamental.
first_stock_price_date	date	Date of the company's first stock price.
last_stock_price_date	date	Date of the company's last stock price.
is_etf	bool	If the symbol is an ETF.
is_actively_trading	bool	If the company is actively trading.
is_adr	bool	If the stock is an ADR.
is_fund	bool	If the company is a fund.
image	str	Image of the company.
currency	str	Currency in which the stock is traded.
market_cap	int	Market capitalization of the company.
last_price	float	The last traded price.
year_high	float	The one-year high of the price.
year_low	float	The one-year low of the price.
volume_avg	int	Average daily trading volume.
annualized_dividend_amount	float	The annualized dividend payment based on the most recent regular dividend payment.
beta	float	Beta of the stock relative to the market.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
name	str	Common name of the company.
cik	str	Central Index Key (CIK) for the requested entity.
cusip	str	CUSIP identifier for the company.
isin	str	International Securities Identification Number.
lei	str	Legal Entity Identifier assigned to the company.
legal_name	str	Official legal name of the company.
stock_exchange	str	Stock exchange where the company is traded.
sic	int	Standard Industrial Classification code for the company.
short_description	str	Short description of the company.
long_description	str	Long description of the company.
ceo	str	Chief Executive Officer of the company.
company_url	str	URL of the company's website.
business_address	str	Address of the company's headquarters.
mailing_address	str	Mailing address of the company.
business_phone_no	str	Phone number of the company's headquarters.
hq_address1	str	Address of the company's headquarters.
hq_address2	str	Address of the company's headquarters.
hq_address_city	str	City of the company's headquarters.
hq_address_postal_code	str	Zip code of the company's headquarters.
hq_state	str	State of the company's headquarters.
hq_country	str	Country of the company's headquarters.
inc_state	str	State in which the company is incorporated.
inc_country	str	Country in which the company is incorporated.
employees	int	Number of employees working for the company.
entity_legal_form	str	Legal form of the company.
entity_status	str	Status of the company.
latest_filing_date	date	Date of the company's latest filing.
irs_number	str	IRS number assigned to the company.
sector	str	Sector in which the company operates.
industry_category	str	Category of industry in which the company operates.
industry_group	str	Group of industry in which the company operates.
template	str	Template used to standardize the company's financial statements.
standardized_active	bool	Whether the company is active or not.
first_fundamental_date	date	Date of the company's first fundamental.
last_fundamental_date	date	Date of the company's last fundamental.
first_stock_price_date	date	Date of the company's first stock price.
last_stock_price_date	date	Date of the company's last stock price.
id	str	Intrinio ID for the company.
thea_enabled	bool	Whether the company has been enabled for Thea.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
name	str	Common name of the company.
cik	str	Central Index Key (CIK) for the requested entity.
cusip	str	CUSIP identifier for the company.
isin	str	International Securities Identification Number.
lei	str	Legal Entity Identifier assigned to the company.
legal_name	str	Official legal name of the company.
stock_exchange	str	Stock exchange where the company is traded.
sic	int	Standard Industrial Classification code for the company.
short_description	str	Short description of the company.
long_description	str	Long description of the company.
ceo	str	Chief Executive Officer of the company.
company_url	str	URL of the company's website.
business_address	str	Address of the company's headquarters.
mailing_address	str	Mailing address of the company.
business_phone_no	str	Phone number of the company's headquarters.
hq_address1	str	Address of the company's headquarters.
hq_address2	str	Address of the company's headquarters.
hq_address_city	str	City of the company's headquarters.
hq_address_postal_code	str	Zip code of the company's headquarters.
hq_state	str	State of the company's headquarters.
hq_country	str	Country of the company's headquarters.
inc_state	str	State in which the company is incorporated.
inc_country	str	Country in which the company is incorporated.
employees	int	Number of employees working for the company.
entity_legal_form	str	Legal form of the company.
entity_status	str	Status of the company.
latest_filing_date	date	Date of the company's latest filing.
irs_number	str	IRS number assigned to the company.
sector	str	Sector in which the company operates.
industry_category	str	Category of industry in which the company operates.
industry_group	str	Group of industry in which the company operates.
template	str	Template used to standardize the company's financial statements.
standardized_active	bool	Whether the company is active or not.
first_fundamental_date	date	Date of the company's first fundamental.
last_fundamental_date	date	Date of the company's last fundamental.
first_stock_price_date	date	Date of the company's first stock price.
last_stock_price_date	date	Date of the company's last stock price.
email	str	The email of the company.
issue_type	str	The issuance type of the asset.
shares_outstanding	int	The number of listed shares outstanding.
shares_escrow	int	The number of shares held in escrow.
shares_total	int	The total number of shares outstanding from all classes.
dividend_frequency	str	The dividend frequency.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
name	str	Common name of the company.
cik	str	Central Index Key (CIK) for the requested entity.
cusip	str	CUSIP identifier for the company.
isin	str	International Securities Identification Number.
lei	str	Legal Entity Identifier assigned to the company.
legal_name	str	Official legal name of the company.
stock_exchange	str	Stock exchange where the company is traded.
sic	int	Standard Industrial Classification code for the company.
short_description	str	Short description of the company.
long_description	str	Long description of the company.
ceo	str	Chief Executive Officer of the company.
company_url	str	URL of the company's website.
business_address	str	Address of the company's headquarters.
mailing_address	str	Mailing address of the company.
business_phone_no	str	Phone number of the company's headquarters.
hq_address1	str	Address of the company's headquarters.
hq_address2	str	Address of the company's headquarters.
hq_address_city	str	City of the company's headquarters.
hq_address_postal_code	str	Zip code of the company's headquarters.
hq_state	str	State of the company's headquarters.
hq_country	str	Country of the company's headquarters.
inc_state	str	State in which the company is incorporated.
inc_country	str	Country in which the company is incorporated.
employees	int	Number of employees working for the company.
entity_legal_form	str	Legal form of the company.
entity_status	str	Status of the company.
latest_filing_date	date	Date of the company's latest filing.
irs_number	str	IRS number assigned to the company.
sector	str	Sector in which the company operates.
industry_category	str	Category of industry in which the company operates.
industry_group	str	Group of industry in which the company operates.
template	str	Template used to standardize the company's financial statements.
standardized_active	bool	Whether the company is active or not.
first_fundamental_date	date	Date of the company's first fundamental.
last_fundamental_date	date	Date of the company's last fundamental.
first_stock_price_date	date	Date of the company's first stock price.
last_stock_price_date	date	Date of the company's last stock price.
exchange_timezone	str	The timezone of the exchange.
issue_type	str	The issuance type of the asset.
currency	str	The currency in which the asset is traded.
market_cap	int	The market capitalization of the asset.
shares_outstanding	int	The number of listed shares outstanding.
shares_float	int	The number of shares in the public float.
shares_implied_outstanding	int	Implied shares outstanding of common equityassuming the conversion of all convertible subsidiary equity into common.
shares_short	int	The reported number of shares short.
dividend_yield	float	The dividend yield of the asset, as a normalized percent.
beta	float	The beta of the asset relative to the broad market.