null. Missing data does not mean zero. See Field guide for unit and status conventions.
GET /v1/companies/{company_id}/statement-table-index
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
company_id | path | string (uuid) | required | Filter or identify a company using its stable Rangler identifier. |
statement_type | query | string | required | Financial statement category used to select reported tables. Allowed values: income_statement, balance_sheet, cash_flow, changes_in_equity. |
limit | query | integer | optional | Maximum number of records to return in this page; the schema gives the allowed range. Default: 100. |
GET /v1/companies/{company_id}/statement-tables
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
company_id | path | string (uuid) | required | Filter or identify a company using its stable Rangler identifier. |
filing_id | query | string (uuid) or null | optional | Stable Rangler identifier of the requested filing. |
statement_type | query | string or null | optional | Financial statement category used to select reported tables. Allowed values: income_statement, balance_sheet, cash_flow, changes_in_equity. |
limit | query | integer | optional | Maximum number of records to return in this page; the schema gives the allowed range. Default: 20. |
GET /v1/companies/{company_id}/statement-cells/{cell_id}/source
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
company_id | path | string (uuid) | required | Filter or identify a company using its stable Rangler identifier. |
cell_id | path | string (uuid) | required | Identifier of the statement cell whose source evidence is requested. |
dpi | query | integer | optional | Dots per inch used to render the source-page image. Default: 150. |
GET /v1/companies/{company_id}/statement-table-values/{value_id}/source
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
company_id | path | string (uuid) | required | Filter or identify a company using its stable Rangler identifier. |
value_id | path | string (uuid) | required | Identifier of the reported-table value whose source evidence is requested. |
dpi | query | integer | optional | Dots per inch used to render the source-page image. Default: 150. |
GET /v1/companies/{company_id}/statement-cells/{cell_id}/geometry
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
company_id | path | string (uuid) | required | Filter or identify a company using its stable Rangler identifier. |
cell_id | path | string (uuid) | required | Identifier of the statement cell whose source evidence is requested. |
GET /v1/company/financials/income-statement/standardized
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
company | query | string | required | Rangler company UUID or exchange ticker, matched case-insensitively. |
countryCode | query | string or null | optional | ISO 3166-1 alpha-2 market code. Use it when a ticker is shared across markets. |
currency | query | string or null | optional | Display currency. Use native or an ISO 4217 currency code. |
periodType | query | array of string or null | optional | Period filter. Repeat or use a comma-separated list: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to annual. |
scope | query | string | optional | Statement scope. Auto selects the strongest available company or group view. Allowed values: auto, consolidated, separate, unspecified. Default: "auto". |
scopeLabel | query | string or null | optional | Optional reported subject label used to disambiguate statement scope. |
includeSources | query | boolean | optional | Include source-cell references for the returned metrics. Default: true. |
includeMetadata | query | boolean | optional | Embed definitions for the returned metrics. Default: false. |
periodLimit | query | integer | optional | Maximum periods returned from each requested series. Default: 12. |
GET /v1/company/financials/balance-sheet/standardized
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
company | query | string | required | Rangler company UUID or exchange ticker, matched case-insensitively. |
countryCode | query | string or null | optional | ISO 3166-1 alpha-2 market code. Use it when a ticker is shared across markets. |
currency | query | string or null | optional | Display currency. Use native or an ISO 4217 currency code. |
periodType | query | array of string or null | optional | Period filter. Repeat or use a comma-separated list: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to annual. |
scope | query | string | optional | Statement scope. Auto selects the strongest available company or group view. Allowed values: auto, consolidated, separate, unspecified. Default: "auto". |
scopeLabel | query | string or null | optional | Optional reported subject label used to disambiguate statement scope. |
includeSources | query | boolean | optional | Include source-cell references for the returned metrics. Default: true. |
includeMetadata | query | boolean | optional | Embed definitions for the returned metrics. Default: false. |
periodLimit | query | integer | optional | Maximum periods returned from each requested series. Default: 12. |
GET /v1/company/financials/cash-flow-statement/standardized
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
company | query | string | required | Rangler company UUID or exchange ticker, matched case-insensitively. |
countryCode | query | string or null | optional | ISO 3166-1 alpha-2 market code. Use it when a ticker is shared across markets. |
currency | query | string or null | optional | Display currency. Use native or an ISO 4217 currency code. |
periodType | query | array of string or null | optional | Period filter. Repeat or use a comma-separated list: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to annual. |
scope | query | string | optional | Statement scope. Auto selects the strongest available company or group view. Allowed values: auto, consolidated, separate, unspecified. Default: "auto". |
scopeLabel | query | string or null | optional | Optional reported subject label used to disambiguate statement scope. |
includeSources | query | boolean | optional | Include source-cell references for the returned metrics. Default: true. |
includeMetadata | query | boolean | optional | Embed definitions for the returned metrics. Default: false. |
periodLimit | query | integer | optional | Maximum periods returned from each requested series. Default: 12. |
GET /v1/company/ratios
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
company | query | string | required | Rangler company UUID or exchange ticker, matched case-insensitively. |
countryCode | query | string or null | optional | ISO 3166-1 alpha-2 market code. Use it when a ticker is shared across markets. |
currency | query | string or null | optional | Display currency. Use native or an ISO 4217 currency code. |
periodType | query | array of string or null | optional | Period filter. Repeat or use a comma-separated list: annual, quarterly, semi-annual, ltm, ytd, latest. Defaults to annual. |
ratioId | query | array of string or null | optional | Return selected ratio IDs. Repeat or provide a comma-separated list. |
scope | query | string | optional | Statement scope used to calculate ratios. Allowed values: auto, consolidated, separate, unspecified. Default: "auto". |
scopeLabel | query | string or null | optional | Optional reported subject label used to disambiguate statement scope. |
includeMetadata | query | boolean | optional | Embed definitions for the returned ratios. Default: false. |
periodLimit | query | integer | optional | Maximum periods returned from each requested series. Default: 12. |
GET /v1/company/financials/revenue-segments
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
periodType | query | array of string or null | optional | Period filter. Repeat or use a comma-separated list: annual, quarterly, semi-annual, ytd, latest. Defaults to annual. |
periodLimit | query | integer | optional | Maximum revenue-segment periods returned. Default: 12. |
company | query | string | required | Rangler company UUID or exchange ticker, matched case-insensitively. |
countryCode | query | string or null | optional | ISO 3166-1 alpha-2 market code. Use it when a ticker is shared across markets. |
GET /v1/company/financials/income-statement/as-reported
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
company | query | string | required | Rangler company UUID or exchange ticker, matched case-insensitively. |
countryCode | query | string or null | optional | ISO 3166-1 alpha-2 market code. Use it when a ticker is shared across markets. |
filingId | query | string (uuid) or null | optional | Return tables from one filing. Omit it to return the latest available history. |
limit | query | integer | optional | Maximum number of records to return in this page; the schema gives the allowed range. Default: 20. |
GET /v1/company/financials/balance-sheet/as-reported
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
company | query | string | required | Rangler company UUID or exchange ticker, matched case-insensitively. |
countryCode | query | string or null | optional | ISO 3166-1 alpha-2 market code. Use it when a ticker is shared across markets. |
filingId | query | string (uuid) or null | optional | Return tables from one filing. Omit it to return the latest available history. |
limit | query | integer | optional | Maximum number of records to return in this page; the schema gives the allowed range. Default: 20. |
GET /v1/company/financials/cash-flow-statement/as-reported
| Parameter | Location | Type | Presence | Meaning |
|---|---|---|---|---|
company | query | string | required | Rangler company UUID or exchange ticker, matched case-insensitively. |
countryCode | query | string or null | optional | ISO 3166-1 alpha-2 market code. Use it when a ticker is shared across markets. |
filingId | query | string (uuid) or null | optional | Return tables from one filing. Omit it to return the latest available history. |
limit | query | integer | optional | Maximum number of records to return in this page; the schema gives the allowed range. Default: 20. |
Reported statement cell
| Field | Type | Presence | Meaning |
|---|---|---|---|
value_id | string (uuid) | required | Identifier of the stored reported-table value. |
column_id | string (uuid) or null | optional | Identifier of the printed statement column. |
raw_text | string or null | optional | Cell text as printed in the statement, preserving display and magnitude information. |
numeric_value | number or null | optional | Parsed numeric value from the printed cell. Apply the column’s value_scale; this is not automatically a standardized base-unit metric. |
statement_cell_id | string (uuid) or null | optional | Identifier of the associated statement cell when one is available. |
source_region | Reported statement source region or null | optional | Page and table-position references used to locate the cell in its source. |
Reported statement column
| Field | Type | Presence | Meaning |
|---|---|---|---|
column_id | string (uuid) | required | Identifier of the printed statement column. |
column_key | string | required | Stable key identifying the column within its statement table. |
order | integer | required | Display position within the statement’s ordered rows or columns. |
label | string or null | optional | Human-readable label. Use the associated key or identifier for programmatic matching. |
scope | string or null | optional | Statement reporting scope: consolidated group, separate company, or unspecified when source evidence cannot resolve it. |
scope_label | string or null | optional | Human-readable reporting subject, such as Group, Company, or Bank. |
period_end_date | string (date) or null | optional | Closing date of the reporting period. |
period_basis | string or null | optional | Period interpretation assigned to this printed column, such as current or comparative. |
currency | string or null | optional | Currency of the associated monetary value, normally an ISO 4217 code such as NGN. |
value_scale | string or null | optional | Magnitude printed by the source, such as units, thousands, or millions. |
is_comparative | boolean | optional | Whether this printed column contains comparative-period figures. Default: false. |
Reported statement index item
| Field | Type | Presence | Meaning |
|---|---|---|---|
filing_id | string (uuid) | required | Stable Rangler identifier of the source filing. |
filing_title | string or null | optional | Title of the source filing. |
filing_published_at | string (date-time) or null | optional | Publication timestamp of the source filing. |
statement_type | string | required | Financial statement category: income_statement, balance_sheet, or cash_flow_statement as applicable. |
first_page_number | integer | required | First PDF page containing this statement, using one-based numbering. |
primary_period_end_date | string (date) or null | optional | End date of the statement’s primary reporting period. |
primary_period_basis | string or null | optional | Period basis assigned to the statement’s primary column. |
source_label | string | required | Source-reported label identifying the statement or table. |
context_label | string | required | Reporting-subject or table-context label supporting interpretation of the statement. |
is_latest_filing | boolean | optional | Whether this statement belongs to the latest eligible filing for the requested statement type. Default: false. |
Reported statement index
| Field | Type | Presence | Meaning |
|---|---|---|---|
company_id | string (uuid) | required | Stable Rangler company identifier. |
items | array of Reported statement index item | optional | Returned records; the item schema defines their fields. |
Reported statement
| Field | Type | Presence | Meaning |
|---|---|---|---|
company_id | string (uuid) | required | Stable Rangler company identifier. |
tables | array of Reported statement table | optional | Reported statement tables with printed columns, rows, and source references. |
Reported statement row
| Field | Type | Presence | Meaning |
|---|---|---|---|
row_id | string (uuid) | required | Identifier of the printed statement row. |
parent_row_id | string (uuid) or null | optional | Identifier of this row’s parent in the statement hierarchy when applicable. |
order | integer | required | Display position within the statement’s ordered rows or columns. |
depth | integer | required | Nesting depth of the row within the printed statement hierarchy. |
role | string or null | optional | Statement-row role, distinguishing headings, detail rows, and totals when identified. |
label | string | required | Human-readable label. Use the associated key or identifier for programmatic matching. |
note_ref | string or null | optional | Reference to the source statement’s explanatory note when printed. |
value_unit | string or null | optional | Source-reported unit for this row, when explicitly available. |
cells | array of Reported statement cell | optional | Values belonging to this statement row, identified by their printed columns. |
Reported statement source region
| Field | Type | Presence | Meaning |
|---|---|---|---|
page_number | integer or null | optional | One-based page number in the source document. |
page | integer or null | optional | One-based page number in the source PDF. |
row_index | integer or null | optional | Stored source-table row position for locating the printed cell. |
column_index | integer or null | optional | Stored source-table column position for locating the printed cell. |
Reported statement table
| Field | Type | Presence | Meaning |
|---|---|---|---|
table_id | string (uuid) | required | Identifier of the stored reported statement table. |
filing_id | string (uuid) | required | Stable Rangler identifier of the source filing. |
filing_title | string or null | optional | Title of the source filing. |
filing_published_at | string (date-time) or null | optional | Publication timestamp of the source filing. |
page_number | integer or null | optional | One-based page number in the source document. |
statement_type | string or null | optional | Financial statement category: income_statement, balance_sheet, or cash_flow_statement as applicable. |
columns | array of Reported statement column | optional | Printed statement columns and their reporting scope, dates, currencies, and source scales. |
rows | array of Reported statement row | optional | Printed statement rows, including their labels, hierarchy, and cells. |
Revenue segment period
| Field | Type | Presence | Meaning |
|---|---|---|---|
period_end_date | string (date) | required | Closing date of the reporting period. |
period_type | string or null | optional | Reporting-period category, such as FY, H1, Q1, or TTM when applicable. |
reporting_period | string or null | optional | Human-readable reporting-period label; use typed date/year fields for calculations. |
period_family | string or null | optional | Normalized grouping of the reporting period, separate from the source’s display label. Allowed values: annual, interim, trailing. |
period_granularity | string or null | optional | Time granularity of the financial period, such as annual or quarterly. Allowed values: full_year, quarter, half_year, year_to_date, trailing_twelve_months. |
currency | string or null | optional | Currency of the associated monetary value, normally an ISO 4217 code such as NGN. |
segments | array of Revenue segment (financial statement) | optional | Revenue segments disclosed for this reporting period. |
Revenue segments
| Field | Type | Presence | Meaning |
|---|---|---|---|
company_id | string (uuid) | required | Stable Rangler company identifier. |
periods | array of Revenue segment period | optional | Reported or derived financial periods ordered by reporting date. |
Statement cell geometry
| Field | Type | Presence | Meaning |
|---|---|---|---|
filing_id | string (uuid) | required | Stable Rangler identifier of the source filing. |
page | integer | required | One-based page number in the source PDF. |
coordinate_space | string | required | Coordinate system for the source region; pdf_points_top_left uses PDF points from the top left. Allowed values: pdf_points_top_left. |
page_width | number | required | Width of the PDF page in PDF points. |
page_height | number | required | Height of the PDF page in PDF points. |
x | number | required | Horizontal position of the source region’s left edge in PDF points. |
y | number | required | Vertical position of the source region’s top edge in PDF points. |
width | number | required | Width of the source region in PDF points. |
height | number | required | Height of the source region in PDF points. |
Statement company reference
| Field | Type | Presence | Meaning |
|---|---|---|---|
id | string (uuid) | required | Stable Rangler identifier for this record. Use the value exactly as returned. |
name | string | required | Display name of the identified resource. |
ticker | string | required | Exchange trading symbol when available. A ticker is not a substitute for the stable company ID. |
exchange | string or null | optional | Exchange or trading venue code, such as NGX or NASD. |
country_code | string | required | Two-letter ISO 3166-1 country code identifying the market, such as NG. |
Statement currency conversion
| Field | Type | Presence | Meaning |
|---|---|---|---|
source_currency | string | required | Currency of the amount before conversion. |
target_currency | string | required | Currency of the amount after conversion. |
rate | number or null | optional | Exchange-rate multiplier applied to convert source_currency into target_currency. |
rate_date | string (date) or null | optional | Date of the exchange-rate observation used for the conversion. |
status | string or null | optional | Outcome of currency conversion, indicating whether a rate was applied or why conversion was unavailable. |
Statement financial catalog
| Field | Type | Presence | Meaning |
|---|---|---|---|
version | string | required | Catalog version. It changes when a definition, unit, or formula changes. |
units | map of Statement unit convention | required | Measurement conventions keyed by unit name, including numeric scale and representation. |
metrics | map of Statement metric definition | required | Values or definitions keyed by standard metric name; consult the field’s value schema and metric catalog. |
ratios | map of Statement ratio definition | required | Values or definitions keyed by standard ratio name; ratio units and formulas are specified in the catalog. |
growth | map of object | required | Supported growth calculations grouped by metric and comparison window; definitions are in the financial catalog. |
Statement financial period
| Field | Type | Presence | Meaning |
|---|---|---|---|
period_id | string | required | Identifier for this period within the selected company and reporting scope. Use it with company_id, scope, scope_label, and currency when storing results. |
period_end_date | string (date) | required | Date on which the reported accounting period ends. |
calendar_year | integer | required | Calendar year containing period_end_date. |
calendar_quarter | integer | required | Calendar quarter, from 1 to 4, containing period_end_date. |
fiscal_year | integer or null | optional | Issuer accounting year. It can differ from calendar_year when the year end is not 31 December. |
fiscal_quarter | integer or null | optional | Issuer accounting quarter, from 1 to 4. It can differ from calendar_quarter. |
period_family | string or null | optional | Normalized grouping of the reporting period, separate from the source’s display label. Allowed values: annual, quarterly, semi_annual, nine_month, trailing. |
period_granularity | string or null | optional | Time granularity of the financial period, such as annual or quarterly. Allowed values: full_year, quarter, half_year, year_to_date, trailing_twelve_months. |
reporting_period | string or null | optional | Human-readable reporting-period label; use typed date/year fields for calculations. |
period_type | string or null | optional | Reporting-period category, such as FY, H1, Q1, or TTM when applicable. |
duration_months | integer or null | optional | Number of months covered by the flow metrics in this period. |
is_derived_period | boolean | optional | Whether the period was assembled from reported periods, such as a standalone quarter or TTM. Default: false. |
is_restated | boolean | optional | Whether at least one returned metric uses a restated comparative figure. Default: false. |
restated_metrics | array of string | optional | Metric keys whose values came from restated comparative evidence. |
scope | string or null | optional | Statement reporting scope: consolidated group, separate company, or unspecified when source evidence cannot resolve it. |
scope_label | string or null | optional | Human-readable reporting subject, such as Group, Company, or Bank. |
income_basis | string or null | optional | Flow-period basis identifying cumulative or standalone figures. |
reported_currency | string or null | optional | ISO 4217 currency of the selected reported statement before display conversion. |
display_currency | string or null | optional | ISO 4217 currency used for monetary values returned in this period. |
currency_conversion | Statement currency conversion or null | optional | Period-date currency conversion applied to monetary values, including rate and outcome. |
currency | string or null | optional | ISO 4217 currency for this period after any requested display conversion. It applies to currency and per-share values; consult metric_metadata for each metric’s unit class. |
metrics | map of number or null | optional | Standardized values. Currency amounts are base units, per-share values are major currency units per share, and share counts are individual shares. |
metric_origins | map of string | optional | Origin of each returned metric value. Currency conversion is described separately by currency_conversion and does not change a metric’s accounting origin. |
ratios | map of number or null | optional | Derived values. Percent-unit ratios are decimal fractions; ratio-unit values are decimal multiples. |
sources | map of Statement financial source reference or null | optional | Filing evidence keyed by metric name, including direct cell references or derivation details. |
quarter_derivation | Statement quarter derivation or null | optional | Current and previous cumulative periods used to derive a standalone quarter. |
ttm_components | object or null | optional | Reported period components used to assemble trailing-twelve-month values. |
valuation_inputs | Statement valuation inputs or null | optional | Market price, exchange rate, share count, and EPS inputs used for valuation ratios. |
Statement financial source reference
| Field | Type | Presence | Meaning |
|---|---|---|---|
cell_id | string or null | optional | Identifier of the statement cell supporting the value when direct cell evidence is available. |
page | integer or null | optional | One-based page number in the source PDF. |
filing_id | string or null | optional | Stable Rangler identifier of the source filing. |
derivation | object or null | optional | Calculation and input-source evidence when the value was derived rather than read from one cell. |
Statement financials
| Field | Type | Presence | Meaning |
|---|---|---|---|
company_id | string (uuid) | required | Stable Rangler company identifier. |
company | Statement company reference | required | Company identity or details associated with this record. |
issuer_company | Statement company reference or null | optional | Issuer that owns the statements when the selected company is a separate listed security. |
scope | string | required | Statement reporting scope: consolidated group, separate company, or unspecified when source evidence cannot resolve it. Allowed values: consolidated, separate, unspecified. |
scope_label | string or null | optional | Human-readable reporting subject, such as Group, Company, or Bank. |
selected_subject | string or null | optional | Specific reporting subject selected for the financial response when available. |
catalog_version | string | required | Version of the metric catalog used to produce this response. |
unit_convention | map of Statement unit convention | required | Rules for interpreting the unit and scale of every value in the response. |
available_scopes | array of Statement scope option | optional | Statement scopes available for the selected issuer and reporting records. |
available_reported_currencies | array of string | optional | Currencies found in the issuer’s stored statements. |
available_display_currencies | array of string | optional | Display modes the server can produce without mixing currencies or inventing FX rates. |
selected_reported_currency | string or null | optional | Reported-currency selection used to choose the source statements. |
reported_currency | string or null | optional | Currency used in the underlying disclosure before display conversion. |
display_currency | string or null | optional | Currency selected for the monetary values returned to the caller. |
periods | array of Statement financial period | optional | Reported or derived financial periods ordered by reporting date. |
trailing_periods | array of Statement financial period | optional | Trailing-twelve-month periods assembled from eligible reported periods. |
metric_metadata | map of Statement metric definition | optional | Definitions and units for returned metric keys, when metadata was requested. |
ratio_metadata | map of Statement ratio definition | optional | Definitions, formulas, and units for returned ratio keys, when metadata was requested. |
growth_metadata | map of object | optional | Definitions and calculation rules for returned growth keys, when metadata was requested. |
historical_cagrs | object | optional | Historical compound annual growth calculations, grouped by metric and available duration. |
Statement metric catalog
| Field | Type | Presence | Meaning |
|---|---|---|---|
version | string | required | Metric catalog version. |
units | map of Statement unit convention | required | Measurement conventions keyed by unit name, including numeric scale and representation. |
metrics | map of Statement metric definition | required | Values or definitions keyed by standard metric name; consult the field’s value schema and metric catalog. |
Statement metric definition
| Field | Type | Presence | Meaning |
|---|---|---|---|
key | string | required | Stable machine-readable key; use label for presentation. |
label | string | required | Human-readable label. Use the associated key or identifier for programmatic matching. |
definition | string | required | Human-readable meaning of this metric or ratio. |
statement_types | array of string | optional | Financial statements in which this metric can appear. |
unit | string | required | Measurement unit of the associated value. Monetary units use the accompanying currency. |
display_unit | string | required | Suggested display unit for this financial metric. |
value_representation | string | required | How to interpret numbers, such as a base-unit amount, decimal ratio, or count. |
source | string | optional | Value origin: reported for disclosure-backed metrics or derived for calculated ratios. Allowed values: reported. Default: "reported". |
Statement quarter derivation
| Field | Type | Presence | Meaning |
|---|---|---|---|
current_period_end_date | string (date) | required | End date of the current cumulative period used in quarter derivation. |
current_income_basis | string | required | Flow basis of the current period used in quarter derivation. |
previous_period_end_date | string (date) | required | End date of the cumulative baseline subtracted to derive the standalone quarter. |
previous_income_basis | string | required | Flow basis of the previous period used in quarter derivation. |
Statement ratio catalog
| Field | Type | Presence | Meaning |
|---|---|---|---|
version | string | required | Metric catalog version. |
units | map of Statement unit convention | required | Measurement conventions keyed by unit name, including numeric scale and representation. |
ratios | map of Statement ratio definition | required | Values or definitions keyed by standard ratio name; ratio units and formulas are specified in the catalog. |
Statement ratio definition
| Field | Type | Presence | Meaning |
|---|---|---|---|
key | string | required | Stable machine-readable key; use label for presentation. |
label | string | required | Human-readable label. Use the associated key or identifier for programmatic matching. |
definition | string | required | Human-readable meaning of this metric or ratio. |
formula | string | required | Formula used to calculate the ratio from its dependencies. |
category | string | required | Financial ratio or revenue-segment classification. |
unit | string | required | Measurement unit of the associated value. Monetary units use the accompanying currency. |
value_representation | string | required | How to interpret numbers, such as a base-unit amount, decimal ratio, or count. |
dependencies | array of string | optional | Metric keys required by the formula. |
uses_prior_period | boolean | optional | Whether the formula requires a previous reporting period. Default: false. |
uses_market_data | boolean | optional | Whether the formula depends on a market price or another market observation. Default: false. |
source | string | optional | Value origin: reported for disclosure-backed metrics or derived for calculated ratios. Allowed values: derived. Default: "derived". |
Statement scope option
| Field | Type | Presence | Meaning |
|---|---|---|---|
scope | string | required | Statement reporting scope: consolidated group, separate company, or unspecified when source evidence cannot resolve it. Allowed values: consolidated, separate, unspecified. |
label | string or null | optional | Human-readable label. Use the associated key or identifier for programmatic matching. |
scope_label | string or null | optional | Human-readable reporting subject, such as Group, Company, or Bank. |
Statement unit convention
| Field | Type | Presence | Meaning |
|---|---|---|---|
label | string | required | Human-readable label. Use the associated key or identifier for programmatic matching. |
description | string | required | Human-readable explanation or source description of this resource. |
value_representation | string | required | How to interpret numbers, such as a base-unit amount, decimal ratio, or count. |
scale | integer | optional | Multiplier defining the unit convention. Standardized base-unit amounts use a scale of 1. Default: 1. |
currency_field | string or null | optional | Name of the response field specifying currency for this unit convention. |
Statement valuation inputs
| Field | Type | Presence | Meaning |
|---|---|---|---|
price | number or null | optional | Market price aligned to the financial response’s currency for valuation calculations. |
price_currency | string or null | optional | Currency in which the associated price is expressed. |
price_as_of_date | string (date) or null | optional | Date of the market price used for valuation. |
source_price | number or null | optional | Original stored market price before any currency alignment. |
source_price_currency | string or null | optional | Currency of the original stored market price. |
statement_currency | string or null | optional | Currency of the financial statements used in valuation. |
fx_rate | number or null | optional | Exchange-rate multiplier used to align market price and financial-statement currencies. |
fx_rate_date | string (date) or null | optional | Date of the exchange-rate observation used in valuation. |
fx_status | string or null | optional | Outcome of currency alignment between the price and financial statements. |
shares | number or null | optional | Outstanding share count used for per-share or valuation calculations. |
eps | number or null | optional | Earnings per share used for valuation, in statement_currency. |
eps_source | string or null | optional | Source or method used to obtain the EPS value. |
Revenue segment (disclosure)
| Field | Type | Presence | Meaning |
|---|---|---|---|
segment | string | required | Source-reported name of the revenue segment. |
category | string or null | optional | Financial ratio or revenue-segment classification. |
products | string or null | optional | Products or activities associated with the segment, as disclosed. |
revenue_value | number or null | optional | Numeric disclosed revenue. Interpret its currency and source scale using the enclosing response. |
revenue_usd_value | number or null | optional | Disclosed revenue converted to US dollars when available. |
revenue_contribution_pct | number or null | optional | Segment’s contribution to total revenue in percentage points: 25 means 25%. |
Revenue segment (financial statement)
| Field | Type | Presence | Meaning |
|---|---|---|---|
segment | string | required | Source-reported name of the revenue segment. |
category | string or null | optional | Financial ratio or revenue-segment classification. |
products | string or null | optional | Products or activities associated with the segment, as disclosed. |
revenue_value | number or null | optional | Numeric disclosed revenue. Interpret its currency and source scale using the enclosing response. |
revenue_usd_value | number or null | optional | Disclosed revenue converted to US dollars when available. |
revenue_contribution_pct | number or null | optional | Segment’s contribution to total revenue in percentage points: 25 means 25%. |