Overview
- Introduction
- Authentication
- Querying
- Bulk Downloads
- Frequently Asked Questions
Data Tables
- Indicator Descriptions
- Fundamentals
- Equity Prices
- Fund Prices
- Corporate Actions
- Material Corporate Events
- S&P500 Constituents
- Price Based Metrics
- Insiders
- Tickers and Metadata
- Daily Fundamentals
- Institutional Investors
- Institutional Investors Summary by Ticker
- Institutional Investors Summary by Investor
Fundamentals
Returns data from the [fundamentals] table.
This table contains 100+ financial indicators based on the financial statement data in official company filings.
For more information on the dataset and the available indicators, please review the fundamentals table on the Explorer page.
The table is queried via the following endpoint
https://api.sharadar.com/v1.0/data/fundamentals?api_key=test-api-keyThe queries are authenticated and filtered using query parameters. A query parameter specifies a particular option or filter for the data to be returned. Examples of query parameter include the data format to be returned (format), the table columns to return (fields) or a filter to be applied (tablename). These are appended to the endpoint above, following a ?. The most important of these is your API key (api_key) which is used to authenticate you. Without a valid API key, results will not be returned.
The fundamentals table supports the following query parameters.
| Parameter | Description | Default | Examples |
|---|---|---|---|
| format | The format of the results to be returned. | csv | format=json |
| years | Bulk download only. History length to download: 5, 10, or full. Defaults to the longest history included in your subscription that has a published bulk file. Alias: history. | max available | years=5 |
| from | Specifies the filing date from which to return data. | 30 days ago | from=2023-08-01 |
| to | Specifies the filing date to return data until. | prior day | to=2023-08-31 |
| fields | The fields (table columns) to return. | all | fields=ticker,date,dimension,revenue,cor |
| calendardate | Specifies the calendardate for which to return data. | calendardate=2023-08-31 | |
| dimension | Specifies the reporting dimension of the data. | all | dimension=MRT |
| lastupdated | Specifies the last date on which a record was updated. This can be used to retrieve recently updated records. | lastupdated.gte=2023-09-31 | |
| ticker | Returns results for the specified ticker. Multiple tickers should be separated with a comma(,). | all | calendardate=2023-08-31 |
| limit | The number of records to return. | 10000 | limit=100000 |
| skip | The number of results to skip before returning data. | 0 | skip=10000 |
| sort | The field used to sort the data and the sort method (asc/desc). | date.desc | sort=indicator.asc |
Return fundamentals data for a ticker
https://api.sharadar.com/v1.0/data/fundamentals?api_key=test-api-key&format=csv&ticker=AAPLReturn fundamentals data for a specified ticker and reporting dimension
https://api.sharadar.com/v1.0/data/fundamentals?api_key=test-api-key&format=csv&ticker=AAPL&dimension=MRQReturn fundamentals data that has been updated since a specified date
https://api.sharadar.com/v1.0/data/fundamentals?api_key=test-api-key&format=csv&tablename=fundamentals&lastupdated.gte=2023-01-01Return fundamentals data for a specified ticker and dimension where the filing date is greater than a specified date, columns returned are limited to specified fields and the data is sorted by a specified field.
https://api.sharadar.com/v1.0/data/fundamentals?api_key=test-api-key&format=csv&ticker=AAPL&dimension=MRQ&fields=date,calendardate,reportperiod,revenue,cor,gp,netinc&from=2015-01-01&sort=calendardate.ascIn Google Sheets, retrieve fundamentals for a single ticker (AAPL) with IMPORTDATA. You can change the query parameters (ticker, dates, fields, filters, and so on) in the same way as the Examples in the preceding section. Paste this formula into a cell (A1):
=IMPORTDATA("https://api.sharadar.com/v1.0/data/fundamentals?api_key=test-api-key&format=csv&ticker=AAPL")Download the [fundamentals] table as a compressed CSV. The API responds with a redirect to a time-limited download URL.
https://api.sharadar.com/v1.0/data/fundamentals?api_key=test-api-key&bulk=TrueUse years=5, years=10, or years=full to select history length when split bulk files are published. If years is omitted, the longest history included in your subscription is used.
https://api.sharadar.com/v1.0/data/fundamentals?api_key=test-api-key&bulk=True&years=5Example using curl (follow redirects and write the file):
curl -L -o fundamentals.csv.zip "https://api.sharadar.com/v1.0/data/fundamentals?api_key=test-api-key&bulk=True"Check bulk file status (all history lengths present in storage):
https://api.sharadar.com/v1.0/data/fundamentals?api_key=test-api-key&status=TrueExample response:
{
"table": "fundamentals",
"name": "fundamentals.csv.zip",
"size": 650950030,
"sizeLabel": "620.8 MB",
"modified": "2026-07-16T03:57:16.344000+00:00"
}Since there are a number of ways to look at company financials, the fundamentals data is delivered in multiple time dimensions. These are outlined in the table below.
| DIMENSIONS | AS REPORTED | MOST-RECENT REPORTED |
|---|---|---|
| Annual | ARY | MRY |
| Quarterly | ARQ | MRQ |
| Trailing Twelve Months | ART | MRT |
As Reported view (AR)
- excludes restatements
- point-in-time view with data time-indexed to the date the form 10 regulatory filing was submitted to the SEC
- presents data for the latest reporting period at that filing date
- may include multiple observations in a quarter if more than one filing is made during the quarter
- on limited occassion may not have any observations in a particular quarter. Sometimes companies are delayed in reporting for up to 18 months. On such occassions they may report multiple documents on the same date to catch up, in which case these datasets will only provide date for the most recent reporting period.
- typically suitable for back-testing
Most-Recent Reported view (MR)
- includes restatements
- time indexed to the financial/report period
- presents the most recently reported data for that reporting period
- typically suitable for assessing business performance after restatements for mergers/divestitures
Time Dimensions
- Annual (Y): Annual observations of one year duration
- Trailing Twelve Months (T): Quarterly observations of one year duration
- Quarterly (Q): Quarterly observations of quarterly duration (available only for US domestic companies, unavailable for foreign companies)
When companies restate financials for prior reporting periods, the MR dimensions are updated to reflect these changes. For example, Post Holdings, Inc. (POST) restated their revenue for prior year financials. This can be seen in the chart below as the difference between the AR and MR revenue dimensions.
It is important to note that when the quarterly values are not restated (as in 2020 in the chart), the entire impact of the restatement will be captured in the final MRQ data point. This is to ensure alignment between the quarterly and annual financials.
The As-Reported dimensions present a point-in-time view with data time-indexed to the date of the form 10 regulatory filing to the SEC.
This aligns more closely with the date that information was disseminated to the market, and the corresponding market impact and is a more accurate measure than the reporting period which the Most-Recent Reported dimensions utilize, which are typically months before the information reaches the market, and subject to restatement.
It must be noted that the fundamentals data is based on the form 10 filings and the information may have been separately disclosed to the market days (or on rare occassion - weeks) earlier under separate form 8 regulatory filing.