> ## Documentation Index > Fetch the complete documentation index at: https://docs.finterm.ai/llms.txt > Use this file to discover all available pages before exploring further. # Reported balance sheet, income statement, or cash flow for a company. > Get a company’s reported financial statements (balance sheet, income statement, or cash flow), one statement type per call, as a series of reporting periods. Use it to analyze financial health, profitability, and cash generation. Each period carries its fiscal year and quarter, the period end and filing dates, and the statement’s line items. ## OpenAPI ````yaml /api-reference/openapi-mintlify.json post /api/v1/fundamentals/financials openapi: 3.0.3 info: title: Finterm API version: 1.0.0 description: >- The Finterm financial-data API. Every response is the two-key envelope: `finterm` (the meta header) and `data` (the published result contract), or `finterm` + `error` on failure. ## Error registry | Code | HTTP | Description | Message | | --- | --- | --- | --- | | `INVALID_REQUEST` | 400 | The request body failed schema validation, or the tool rejected the parameters as invalid or incomplete. | The request parameters are invalid or incomplete. | | `INVALID_JSON` | 400 | The request body was not valid JSON. | The request body was not valid JSON. | | `TOKEN_INVALID` | 401 | The bearer token is missing, expired, or not recognized. | The API key is missing, expired, or not recognized. | | `SUBSCRIPTION_REQUIRED` | 402 | An active Finterm Pro subscription is required. The envelope carries the machine-readable error.upgrade_url; after checkout there, retrying succeeds automatically. | An active Finterm Pro subscription is required. | | `RATE_LIMITED` | 429 | The caller has exceeded the request rate limit; retry later. | Too many requests; retry later. | | `RUNTIME_UNAVAILABLE` | 503 | The tool runtime is not available for this deployment. | The service is temporarily unavailable; retry later. | | `RUNTIME_QUEUE_FULL` | 429 | The tool runtime queue is full; retry later. | The service is busy; retry later. | | `RUNTIME_TOOL_UNAVAILABLE` | 501 | The tool is routed but not yet runnable. | This tool is not yet available. | | `RUNTIME_RUN_FAILED` | 502 | The tool runtime reported the run as a non-success terminal state. | The run did not complete successfully. | | `RUNTIME_CONTRACT_MISMATCH` | 502 | The tool runtime returned a result that did not match the published contract. | The service returned an unexpected result shape. | | `TOOL_EXECUTION_FAILED` | 502 | The tool executed but reported an upstream failure. | The tool ran but could not complete the request. | | `UPSTREAM_AUTH` | 502 | A data source rejected the service’s own credentials. A service-side configuration fault, not a caller authentication problem. | A data source could not be accessed due to a service configuration issue. | | `UPSTREAM_QUOTA` | 503 | A data source is over its service-side usage limit; retry later. | A data source is temporarily over capacity; retry later. | | `UPSTREAM_UNAVAILABLE` | 502 | A data source failed, timed out, or returned an unusable response; retry later. | A data source is temporarily unavailable; retry later. | | `BUNDLE_NOT_FOUND` | 404 | No bundle exists with the requested name. | No bundle exists with the requested name. | | `RUN_NOT_FOUND` | 404 | No run exists with the requested id for this caller. | No run exists with the requested id. | | `MANIFEST_NOT_READY` | 409 | The run has not completed, so the sync manifest is not yet available. | The run has not completed yet. | servers: - url: https://api.finterm.ai description: Production security: - bearerAuth: [] tags: - name: Point Tools description: Single-purpose data tools (one request, one synchronous result). - name: Bundle Tools description: Composed multi-section tools served via the run lifecycle. - name: Account description: The authenticated account/entitlement read (works without Pro). - name: Feedback description: Submit bugs, questions, and feature requests (works without Pro). paths: /api/v1/fundamentals/financials: post: tags: - Point Tools summary: Reported balance sheet, income statement, or cash flow for a company. description: >- Get a company’s reported financial statements (balance sheet, income statement, or cash flow), one statement type per call, as a series of reporting periods. Use it to analyze financial health, profitability, and cash generation. Each period carries its fiscal year and quarter, the period end and filing dates, and the statement’s line items. operationId: financialStatements requestBody: required: true content: application/json: schema: type: object properties: ticker: type: string description: Stock ticker symbol statement_type: type: string enum: - balance_sheet - income_statement - cash_flow description: Financial statement type as_of_date: type: string pattern: ^\d{4}-(0[1-9]|1[0-2])-(0[1-9]|[12]\d|3[01])$ description: Filing-date cutoff in YYYY-MM-DD format timeframe: description: Period type type: string enum: - quarterly - annual - trailing_twelve_months fiscal_year: description: Fiscal-year filter type: number fiscal_quarter: description: Fiscal-quarter filter type: number minimum: 1 maximum: 4 limit: description: Number of periods to return type: number minimum: 1 maximum: 20 required: - ticker - statement_type - as_of_date additionalProperties: false responses: '200': description: Success. content: application/json: schema: type: object description: The two-key success envelope. properties: finterm: $ref: '#/components/schemas/FintermMeta' data: $ref: '#/components/schemas/FinancialStatements' required: - finterm - data '400': description: Error (INVALID_REQUEST, INVALID_JSON). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '401': description: Error (TOKEN_INVALID). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '402': description: Error (SUBSCRIPTION_REQUIRED). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '404': description: Error (BUNDLE_NOT_FOUND, RUN_NOT_FOUND). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '409': description: Error (MANIFEST_NOT_READY). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '429': description: Error (RATE_LIMITED, RUNTIME_QUEUE_FULL). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '501': description: Error (RUNTIME_TOOL_UNAVAILABLE). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '502': description: >- Error (RUNTIME_RUN_FAILED, RUNTIME_CONTRACT_MISMATCH, TOOL_EXECUTION_FAILED, UPSTREAM_AUTH, UPSTREAM_UNAVAILABLE). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '503': description: Error (RUNTIME_UNAVAILABLE, UPSTREAM_QUOTA). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' x-codeSamples: - lang: bash label: The last four quarterly income statements. source: >- finterm tool financial_statements AAPL --statement-type income_statement --as-of-date 2024-12-01 --timeframe quarterly components: schemas: FintermMeta: type: object description: Canonical result meta header. properties: schema: type: string description: The published result contract id. tool: type: string description: The snake_case tool id. args: type: object additionalProperties: true description: The arguments the caller requested. request_id: type: string description: Server-set, ephemeral request id. cursor: type: string description: Opaque pagination cursor (feed tools only). required: - schema - tool - args FinancialStatements: type: object properties: ticker: type: string statement_type: type: string enum: - balance_sheet - income_statement - cash_flow periods: type: array items: anyOf: - type: object properties: fiscal_year: type: number fiscal_quarter: nullable: true type: number period_end: type: string filing_date: type: string timeframe: type: string total_assets: nullable: true type: number total_current_assets: nullable: true type: number cash_and_equivalents: nullable: true type: number short_term_investments: nullable: true type: number accounts_receivable: nullable: true type: number inventory: nullable: true type: number total_non_current_assets: nullable: true type: number property_plant_equipment: nullable: true type: number goodwill: nullable: true type: number intangible_assets: nullable: true type: number total_liabilities: nullable: true type: number total_current_liabilities: nullable: true type: number accounts_payable: nullable: true type: number short_term_debt: nullable: true type: number total_non_current_liabilities: nullable: true type: number long_term_debt: nullable: true type: number total_equity: nullable: true type: number retained_earnings: nullable: true type: number common_stock: nullable: true type: number required: - fiscal_year - fiscal_quarter - period_end - filing_date - timeframe - total_assets - total_current_assets - cash_and_equivalents - short_term_investments - accounts_receivable - inventory - total_non_current_assets - property_plant_equipment - goodwill - intangible_assets - total_liabilities - total_current_liabilities - accounts_payable - short_term_debt - total_non_current_liabilities - long_term_debt - total_equity - retained_earnings - common_stock additionalProperties: false - type: object properties: fiscal_year: type: number fiscal_quarter: nullable: true type: number period_end: type: string filing_date: type: string timeframe: type: string total_revenue: nullable: true type: number cost_of_revenue: nullable: true type: number gross_profit: nullable: true type: number operating_expenses: nullable: true type: number operating_income: nullable: true type: number research_and_development: nullable: true type: number selling_general_admin: nullable: true type: number interest_expense: nullable: true type: number interest_income: nullable: true type: number other_income: nullable: true type: number income_before_tax: nullable: true type: number income_tax: nullable: true type: number net_income: nullable: true type: number earnings_per_share: nullable: true type: number earnings_per_share_diluted: nullable: true type: number shares_outstanding: nullable: true type: number shares_outstanding_diluted: nullable: true type: number required: - fiscal_year - fiscal_quarter - period_end - filing_date - timeframe - total_revenue - cost_of_revenue - gross_profit - operating_expenses - operating_income - research_and_development - selling_general_admin - interest_expense - interest_income - other_income - income_before_tax - income_tax - net_income - earnings_per_share - earnings_per_share_diluted - shares_outstanding - shares_outstanding_diluted additionalProperties: false - type: object properties: fiscal_year: type: number fiscal_quarter: nullable: true type: number period_end: type: string filing_date: type: string timeframe: type: string net_cash_from_operating: nullable: true type: number depreciation_amortization: nullable: true type: number stock_based_compensation: nullable: true type: number change_in_working_capital: nullable: true type: number net_cash_from_investing: nullable: true type: number capital_expenditures: nullable: true type: number acquisitions: nullable: true type: number investment_purchases: nullable: true type: number investment_sales: nullable: true type: number net_cash_from_financing: nullable: true type: number dividends_paid: nullable: true type: number share_repurchases: nullable: true type: number debt_issuance: nullable: true type: number debt_repayment: nullable: true type: number net_change_in_cash: nullable: true type: number free_cash_flow: nullable: true type: number required: - fiscal_year - fiscal_quarter - period_end - filing_date - timeframe - net_cash_from_operating - depreciation_amortization - stock_based_compensation - change_in_working_capital - net_cash_from_investing - capital_expenditures - acquisitions - investment_purchases - investment_sales - net_cash_from_financing - dividends_paid - share_repurchases - debt_issuance - debt_repayment - net_change_in_cash - free_cash_flow additionalProperties: false required: - ticker - statement_type - periods additionalProperties: false ErrorEnvelope: type: object description: The two-key error envelope. properties: finterm: $ref: '#/components/schemas/FintermMeta' error: type: object properties: code: type: string description: Stable public error code. message: type: string description: Human-readable, external-clean message. upgrade_url: type: string description: >- Machine-readable upgrade URL, present only on SUBSCRIPTION_REQUIRED (402): complete checkout there, then retry; access activates automatically. required: - code - message required: - finterm - error securitySchemes: bearerAuth: type: http scheme: bearer description: A live account API key from `FINTERM_API_KEY`. ````