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Finpoint

Financial Statements

Retrieve standardized financial statement data from SEC EDGAR XBRL filings. Three statement types are available, each following the same URL pattern.

The standard statement endpoints return the complete set of known metrics for each statement type. Metrics without reported data for a given company appear as null rather than being omitted. This guarantees the same response shape for every ticker.

Income Statement

Revenue, expenses, and profitability metrics for a company.

URL

GET /api/v1/financial-statements/income-statement/{ticker}

Deprecation note: The old flat path /api/v1/income-statement/{ticker} still works but is deprecated and will be removed in a future release.

Example Request

Terminal window
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://api.finpoint.dev/api/v1/financial-statements/income-statement/NVDA?limit=2"

Balance Sheet

Assets, liabilities, and shareholders’ equity.

URL

GET /api/v1/financial-statements/balance-sheet/{ticker}

Deprecation note: The old flat path /api/v1/balance-sheet/{ticker} still works but is deprecated and will be removed in a future release.

Example Request

Terminal window
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://api.finpoint.dev/api/v1/financial-statements/balance-sheet/AAPL?fy=2024"

Cash Flow Statement

Operating, investing, and financing cash flows.

URL

GET /api/v1/financial-statements/cashflow-statement/{ticker}

Deprecation note: The old flat path /api/v1/cashflow-statement/{ticker} still works but is deprecated and will be removed in a future release.

Example Request

Terminal window
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://api.finpoint.dev/api/v1/financial-statements/cashflow-statement/AMZN?period=annual"

Common Parameters

All three statement endpoints accept the same query parameters:

ParameterTypeDefaultDescription
tickerstring—Stock ticker symbol (path param, required)
periodstringquarterlyPeriod filter: annual, quarterly, or ttm
fyinteger—Filter by fiscal year (e.g. 2024). Omit for all years.
fiscal_periodstring—Exact period: FY, Q1, Q2, Q3, Q4
limitinteger4Number of most recent periods to return
formatstringpivotedpivoted (grouped by period) or flat (legacy row format)
as_ofdate—Point-in-time filter (YYYY-MM-DD). Only data filed on or before this date.
metricsstring—Comma-separated metric names (e.g. TotalRevenues,GrossProfit)
cikstring—CIK identifier as alternative to ticker
report_period_gtedate—Period end date >= (YYYY-MM-DD)
report_period_ltedate—Period end date <= (YYYY-MM-DD)
filing_date_gtedate—Filing date >= (YYYY-MM-DD)
filing_date_ltedate—Filing date <= (YYYY-MM-DD)

Response Format

Pivoted (Default)

Periods are grouped, and metrics appear as key-value pairs within each period. Metrics without data are null:

{
  "ticker": "AAPL",
  "company_name": "Apple Inc.",
  "cik": "0000320193",
  "currency": "USD",
  "statement_type": "IncomeStatement",
  "periods": [
    {
      "fiscal_year": 2024,
      "fiscal_period": "FY",
      "period_end_date": "2024-09-28",
      "period_start_date": "2023-09-30",
      "filing_date": "2024-10-31",
      "form_type": "10-K",
      "accession_number": "0000320193-24-000108",
      "currency": "USD",
      "line_items": {
        "TotalRevenues": 383285000000,
        "CostOfRevenue": 195962000000,
        "GrossProfit": 139323000000,
        "OperatingIncomeLoss": 103568000000,
        "NetIncomeLoss": 93736000000,
        "InterestExpense": null,
        "SellingGeneralAndAdministrative": null,
        "ResearchAndDevelopmentExpenses": null,
        "EarningsPerShareBasic": null
      }
    }
  ]
}

Note: The example shows only 4 null keys for illustration. The actual response includes every metric in the full schema below — absent metrics are always null.

Flat (Legacy)

Append ?format=flat for one row per metric-period pair:

[
  {
    "standard_metric_name": "TotalRevenues",
    "value": 383285000000,
    "fiscal_year": 2024,
    "fiscal_quarter": "FY",
    "period_end_date": "2024-09-28",
    "filing_date": "2024-10-31",
    "form_type": "10-K",
    "accession_number": "0000320193-24-000108",
    "currency": "USD"
  }
]

Available Metrics by Statement Type

The API returns the following metrics for each statement type. Metrics without data for a specific company appear as null in line_items.

Income Statement

Revenue

  • TotalRevenues — Total revenue from all sources
  • SalesRevenue — Revenue from sales of goods/services (when separately reported)
  • ContractRevenue — Revenue from contracts with customers (ASC 606)
  • IndustrySpecificRevenues — Revenue types specific to regulated/utility/mining industries
  • FinancialServiceRevenues — Investment banking, brokerage, and market data revenue
  • InterestAndDividendIncome — Interest and dividend income (operating)
  • ExciseAndSalesTaxes — Excise and sales taxes (netted from revenue)

Cost of Revenue

  • TotalCostOfRevenues — Direct costs attributable to revenue
  • CostOfGoodsSold — Cost of products sold
  • CostOfServices — Cost of services rendered
  • IndustrySpecificCosts — Industry-specific cost categories

Gross Profit

  • GrossProfit — TotalRevenues − CostOfRevenues

Operating Expenses

  • TotalOperatingExpenses — Total operating expenses (when reported as a single line)
  • SellingGeneralAndAdministrative — SG&A expenses
  • DepreciationDepletionAndAmortization — Depreciation, depletion, and amortization
  • LaborAndRelatedExpense — Labor and related expenses
  • RentAndLeaseExpense — Rent and lease expenses
  • MaintenanceAndRepairs — Maintenance and repairs expense
  • FuelCosts — Fuel costs
  • ProfessionalAndContractServices — Professional and contract services expense
  • PensionAndPostretirementExpense — Pension and postretirement benefit costs
  • OtherOperatingExpenses — Other operating expenses

Operating Income

  • OperatingIncomeLoss — Income from core operations

Non-Operating Income / Expense

  • TotalNonoperatingIncomeExpense — Total non-operating income/expense
  • InterestIncomeExpenseNet — Net interest income/expense
  • InterestExpense — Interest expense
  • NoninterestIncome — Non-interest income (banking)
  • NoninterestExpense — Non-interest expense (banking)
  • GainsLossesOnDebtExtinguishment — Gains/losses on debt extinguishment
  • DerivativeGainsLosses — Derivative gains/losses
  • EquityMethodInvestmentIncomeLoss — Equity method investment income/loss
  • EquitySecuritiesGainsLosses — Equity securities gains/losses
  • LoanLossProvision — Provision for loan losses (banking)
  • OtherNonoperatingIncomeExpense — Other non-operating income/expense

Income Before Tax

  • TotalIncomeBeforeTax — Income before income taxes
  • TotalIncomeTaxExpenseBenefit — Total income tax expense/benefit
  • CurrentIncomeTax — Current income tax expense/benefit
  • DeferredIncomeTax — Deferred income tax expense/benefit
  • SpecificTaxes — Specific tax assessments

Income From Continuing Operations

  • IncomeFromContinuingOperations — Income from continuing operations

Discontinued Operations

  • TotalIncomeFromDiscontinuedOperations — Income from discontinued operations
  • DisposalGainsLosses — Gains/losses on disposal of discontinued operations
  • PhaseOutPeriodIncome — Income during phase-out period

Extraordinary Items

  • ExtraordinaryItems — Extraordinary items (net of tax)

Net Income

  • TotalNetIncomeLoss — Net income/loss including noncontrolling interest
  • NetIncomeLossAttributableToParent — Net income attributable to parent
  • TotalNoncontrollingInterest — Net income attributable to noncontrolling interest
  • NonredeemableNoncontrollingInterest — NCI attributable to nonredeemable interests
  • RedeemableNoncontrollingInterest — NCI attributable to redeemable interests
  • NetIncomeLossAvailableToCommonStockholders — Net income available to common shareholders

Comprehensive Income

  • TotalComprehensiveIncome — Total comprehensive income
  • ComprehensiveIncomeAttributableToParent — Comprehensive income attributable to parent
  • ComprehensiveIncomeAttributableToNoncontrollingInterest — CI attributable to noncontrolling interest
  • OtherComprehensiveIncome — Other comprehensive income (OCI)
  • OtherComprehensiveIncomeAttributableToParent — OCI attributable to parent
  • OtherComprehensiveIncomeAttributableToNoncontrollingInterest — OCI attributable to NCI

Earnings Per Share

  • BasicEPS — Basic earnings per share
  • DilutedEPS — Diluted earnings per share
  • SharesOutstanding — Weighted average shares outstanding
  • DividendsPerShare — Dividends declared per share
  • UndistributedEarningsLoss — Undistributed earnings/loss allocated to participating securities

Segment Reporting

  • SegmentReporting — Segment reporting items

Other

  • GainsLossOnSaleOfPropertiesNetTax — Gain/loss on sale of properties (net of tax)

Balance Sheet

Assets — Current

  • TotalCurrentAssets — Total current assets
  • CashAndCashEquivalents — Cash and cash equivalents
  • Receivables — Net receivables
  • Inventory — Net inventory
  • OtherCurrentAssets — Other current assets (prepaids, derivatives)

Assets — Noncurrent

  • TotalNoncurrentAssets — Total noncurrent assets
  • PropertyPlantAndEquipment — Gross property, plant & equipment
  • AccumulatedDepreciation — Accumulated depreciation on PP&E
  • PropertyPlantAndEquipmentNet — PP&E net
  • GoodwillAndIntangibles — Goodwill and intangible assets
  • OperatingLeaseRightOfUseAssets — Operating lease ROU assets
  • Investments — Investments (equity method, securities)
  • OtherNoncurrentAssets — Other noncurrent assets

Total Assets

  • TotalAssets — Total assets

Liabilities — Current

  • TotalCurrentLiabilities — Total current liabilities
  • DerivativeLiabilities — Derivative liabilities
  • AccountsPayableAndAccruedLiabilities — Accounts payable and accrued liabilities
  • ShortTermDebt — Short-term debt and current portion of long-term debt
  • DeferredRevenueCurrent — Deferred revenue (current)
  • OperatingLeaseLiabilitiesCurrent — Operating lease liabilities (current)

Liabilities — Noncurrent

  • TotalNoncurrentLiabilities — Total noncurrent liabilities
  • LongTermDebt — Long-term debt
  • DeferredRevenueNoncurrent — Deferred revenue (noncurrent)
  • OperatingLeaseLiabilitiesNoncurrent — Operating lease liabilities (noncurrent)
  • DeferredTaxesNoncurrent — Deferred income tax liabilities
  • PensionAndPostretirementLiabilities — Pension and postretirement benefit liabilities
  • OtherNoncurrentLiabilities — Other noncurrent liabilities

Total Liabilities

  • TotalLiabilities — Total liabilities

Other Liabilities

  • OtherLiabilities — Other liabilities
  • DebtDetailsAndCapacity — Debt instrument details and borrowing capacity
  • UnspecifiedReserves — Restructuring and other reserves

Equity

  • TotalEquity — Total shareholders’ equity (including NCI)
  • EquityAttributableToParent — Equity attributable to parent
  • CapitalStock — Common stock value and additional paid-in capital
  • CapitalStockDetails — Par value, authorized/issued/outstanding shares
  • TreasuryStock — Treasury stock
  • RetainedEarnings — Retained earnings / accumulated deficit
  • AccumulatedOtherComprehensiveIncome — Accumulated OCI
  • Authorized — Preferred stock shares authorized
  • Issued — Preferred stock shares issued
  • Outstanding — Preferred stock shares outstanding
  • TotalNoncontrollingInterest — Noncontrolling interest
  • RedeemableNoncontrollingInterest — Redeemable noncontrolling interest
  • TotalTemporaryEquity — Temporary equity (including redeemable preferred)
  • TemporaryEquityAttributableToParent — Temporary equity attributable to parent

Commitments & Contingencies

  • CommitmentsAndContingencies — Unrecorded purchase obligations and commitments

Cash Flow Statement

Operating Activities

  • NetCashFromOperatingActivities — Net cash from operating activities

Investing Activities

  • NetCashFromInvestingActivities — Net cash from investing activities
  • PaymentsForAssets — Payments for property, equipment, and other assets
  • ProceedsFromInvestments — Proceeds from sale of short-term investments
  • OtherInvestingActivities — Other investing activities

Financing Activities

  • NetCashFromFinancingActivities — Net cash from financing activities
  • DebtRelatedActivities — Debt issuance and repayment
  • DividendPayments — Dividend payments
  • EquityRelatedActivities — Stock issuance and share-based compensation
  • OtherFinancingActivities — Other financing activities

Net Change in Cash

  • TotalNetChangeInCash — Net change in cash and cash equivalents
  • NetChangeExcludingExchangeRate — Net change excluding exchange rate effects
  • ExchangeRateEffect — Effect of exchange rate on cash

Continuing / Discontinued

  • NetCashFlowFromOperationsContinuing — Net cash from continuing operations
  • NetCashFlowFromOperationsDiscontinued — Net cash from discontinued operations

Trailing Twelve Months (TTM)

Pass ?period=ttm to aggregate the last 4 quarters into a single period:

Terminal window
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://api.finpoint.dev/api/v1/financial-statements/income-statement/AAPL?period=ttm"

Flow metrics (revenue, expenses, net income) are summed over the last 4 individual quarterly values. Instant metrics (balance sheet items) use the latest reported value. See the TTM guide for details.

TTM response differences:

  • fiscal_period is "TTM" (not Q1–Q4 or FY)
  • fiscal_year is 0 (a TTM window spans multiple fiscal years)
  • Per-filing metadata (filing_date, form_type, accession_number) is omitted
  • The response contains a single period, not multiple

Notes

  • Quarterly values for flow (income/cash flow) metrics are computed by the pipeline from cumulative YTD filings. They carry an is_unverified_flow = true flag. See XBRL Caveats for details.
  • Instant facts (balance sheet items) are point-in-time measurements and are not derived.
  • Supersedence: When multiple filings exist for the same period, the latest filing’s values are served.
  • Fiscal year focus: FY flow facts are relabeled as Q4 in the response (they represent the final quarter’s increment, not the cumulative annual total). Instant facts keep the FY label.
  • As-Reported Endpoint: If you need access to every XBRL concept as the company originally reported it (bypassing standard metric mapping), see the /financial-statements/as-reported/{ticker} endpoint.