financial_statements

Get the financial statements exactly as reported in a company's latest 10-K/10-Q filing.

Examples

from openbb import obb
obb.sec.financial_statements(symbol='AAPL', provider='sec')
obb.sec.financial_statements(symbol='AAPL', statement_type='balance', provider='sec')

Parameters

• standard
• sec

statement_type: str | None
Default: income
The financial statement to retrieve, as reported in the filing.

symbol: str
Symbol to get data for.

url: str | None
Direct URL to a 10-K/10-Q filing, e.g. from latest_financial_reports. When provided, the filing is parsed directly and the other params are ignored.

calendar_year: int | None
Calendar year of the filing. Defaults to the most recent.

calendar_period: str | None
Calendar quarter (Q1-Q4) of the filing; leave empty for the most recent annual report.

use_cache: bool | None
Default: True
Use the cache for downloaded filings. Default is True.

---

Returns

results: SecAsFiledStatements

Serializable results.

provider: str | None

Provider name.

warnings: Optional[list[Warning_]]

List of warnings.

chart: Optional[Chart]

Chart object.

extra: dict[str, Any]

Extra info.

---

Data

• standard
• sec

order: int | None
Presentation order of the line item.

tag: str | None
XBRL concept tag, if available.

parent_tag: str | None
Parent concept tag or section.

preferred_label: str | None
Preferred label role.

balance: str | None
Balance type (credit/debit).

weight: float | str | None
Calculation weight.

decimals: int | str | None
Reported decimals.

context_ref: str | None
XBRL context reference or period descriptor.

period_beginning: str | None
Start of the reporting period.

period_ending: str | None
End of the reporting period.

unit: str | None
Unit of measure.

label: str | None
Line item label.

value: float | int | str | None
Reported value.