> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rangler.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Query financial statements

> Select issuers, statement sections, periods, currency, metadata, and filing sources.

Rangler exposes one endpoint for each financial concept. Request income statements, balance sheets, cash flows, ratios, revenue segments, or exact reported tables independently.

## Select an issuer

```http theme={null}
GET /v1/company/financials/income-statement/standardized?company=ACCESSCORP&countryCode=NG
```

`company` accepts either an exchange ticker or a Rangler company UUID. Ticker matching is case-insensitive. `countryCode` disambiguates a ticker used in more than one supported market. The response's `company` object contains the resolved ID, name, ticker, exchange, and country code.

## Choose a statement view

Standardized routes map equivalent filing line items to consistent metric names:

```http theme={null}
GET /v1/company/financials/income-statement/standardized?company=ACCESSCORP
GET /v1/company/financials/balance-sheet/standardized?company=ACCESSCORP
GET /v1/company/financials/cash-flow-statement/standardized?company=ACCESSCORP
```

As-reported routes preserve the filing's printed labels, columns, units, and table structure:

```http theme={null}
GET /v1/company/financials/income-statement/as-reported?company=ACCESSCORP
GET /v1/company/financials/balance-sheet/as-reported?company=ACCESSCORP
GET /v1/company/financials/cash-flow-statement/as-reported?company=ACCESSCORP
```

They do not rename rows, calculate ratios or derived periods, convert currencies, or replace printed values. Each cell includes `raw_text` and, when it can be parsed safely, `numeric_value`.

Retrieve ratios and revenue segments separately:

```http theme={null}
GET /v1/company/ratios?company=ACCESSCORP&periodType=annual&ratioId=pat_margin,return_on_equity
GET /v1/company/financials/revenue-segments?company=ACCESSCORP&periodType=annual
```

`ratioId` accepts repeated parameters or comma-separated values. Unknown ratio IDs return an error. Revenue segments are reported values, so that route does not accept `periodType=ltm`.

## Query parameters

| Parameter | Values | Behavior |
| - | - | - |
| `company` | exchange ticker or Rangler UUID | Required on statement, ratio, and revenue-segment routes. |
| `countryCode` | ISO alpha-2 code | Disambiguates a ticker across markets. |
| `periodType` | `annual`, `quarterly`, `semi-annual`, `ltm`, `ytd`, `latest` | Selects periods. Repeat or send CSV; defaults to `annual`. |
| `periodLimit` | integer from 1 to 40 | Limits each requested period series. |
| `currency` | `native` or ISO currency | Keeps the statement currency or requests a supported conversion. |
| `scope` | `auto`, `consolidated`, `separate`, `unspecified` | `auto` selects the strongest available filing-backed view. |
| `scopeLabel` | a returned subject label | Selects a parallel subject such as `Bank`. |
| `includeSources` | boolean | Includes compact filing references for returned metrics. |
| `includeMetadata` | boolean | Embeds definitions; otherwise use the catalog endpoints. |
| `ratioId` | ratio IDs | Selects ratios on `GET /v1/company/ratios`. Repeat or send CSV. |
| `filingId` | filing UUID | Restricts an as-reported route to one filing. |
| `limit` | integer from 1 to 100 | Limits tables returned by an as-reported route. |

## Choose periods

`quarterly` returns standalone quarters. When an issuer reports cumulative 6M or 9M figures, Rangler can calculate Q2 or Q3 and marks the period and metric origins accordingly. `ytd` keeps cumulative 3M, 6M, and 9M periods. `ltm` returns trailing-twelve-month periods. Add `latest` to return only the newest period in the requested set.

```http theme={null}
GET /v1/company/financials/income-statement/standardized?company=ACCESSCORP&periodType=annual,quarterly&periodLimit=8
```

`periodLimit` applies to each requested series. In this example, annual history does not consume the quarterly limit.

## Scope and subject selection

Financial filings can report Group and Company figures together, or parallel subjects such as Group, Company, and Bank. First request `scope=auto`, then use `available_scopes` to discover valid combinations.

```http theme={null}
GET /v1/company/financials/balance-sheet/standardized?company=ACCESSCORP&countryCode=NG&scope=separate&scopeLabel=Bank
```

If an option includes a non-null `scope_label`, send that exact value through `scopeLabel`. Reporting scopes can change between filing periods.

## Efficient integration pattern

1. Request only the statement section or ratio set you need.
2. Store the returned `company.id` for later requests.
3. Fetch and cache metric or ratio definitions by `catalog_version`.
4. Use `periodType`, `periodLimit`, and `latest` to keep responses small.
5. Request source references only when your product needs filing evidence.


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