Financial Report

Fetch income statement, balance sheet, and cash flow statement for any public company.

>_ CLI
longbridge financial-report TSLA.US --kind IS
longbridge financial-report AAPL.US

Parameters

SDK method parameters.

NameTypeRequiredDescription
symbolstringYESSecurity symbol, e.g. AAPL.US
kindstringYESReport type: IncomeStatement, BalanceSheet, CashFlow, All
periodstringYESReport period: Annual, SemiAnnual, Q1, Q2, Q3, ThreeQ, QuarterlyFull

Request Example

from longbridge.openapi import FundamentalContext, Config, OAuthBuilder

oauth = OAuthBuilder("your-client-id").build(lambda url: print("Visit:", url))
config = Config.from_oauth(oauth)
ctx = FundamentalContext(config)

resp = ctx.financial_report("AAPL.US")
print(resp)
import asyncio
from longbridge.openapi import AsyncFundamentalContext, Config, OAuthBuilder

async def main() -> None:
    oauth = await OAuthBuilder("your-client-id").build_async(lambda url: print("Visit:", url))
    config = Config.from_oauth(oauth)
    ctx = AsyncFundamentalContext.create(config)

    resp = await ctx.financial_report("AAPL.US")
    print(resp)

if __name__ == "__main__":
    asyncio.run(main())
const { Config, FundamentalContext, OAuth } = require('longbridge')

async function main() {
  const oauth = await OAuth.build('your-client-id', (_, url) => {
    console.log('Open this URL to authorize: ' + url)
  })
  const config = Config.fromOAuth(oauth)
  const ctx = FundamentalContext.new(config)
  const resp = await ctx.financial_report('AAPL.US')
  console.log(resp)
}
main().catch(console.error)
import com.longbridge.*;
import com.longbridge.fundamental.*;

class Main {
    public static void main(String[] args) throws Exception {
        try (OAuth oauth = new OAuthBuilder("your-client-id").build(url -> System.out.println("Open to authorize: " + url)).get();
             Config config = Config.fromOAuth(oauth);
             FundamentalContext ctx = FundamentalContext.create(config)) {
            var resp = ctx.getFinancialReport("AAPL.US").get();
            System.out.println(resp);
        }
    }
}
use std::sync::Arc;
use longbridge::{oauth::OAuthBuilder, fundamental::FundamentalContext, Config};

#[tokio::main]
async fn main() -> Result<(), Box<dyn std::error::Error>> {
    let oauth = OAuthBuilder::new("your-client-id").build(|url| println!("Open: {url}")).await?;
    let config = Arc::new(Config::from_oauth(oauth));
    let ctx = FundamentalContext::new(config);
    let resp = ctx.financial_report("AAPL.US").await?;
    println!("{:?}", resp);
    Ok(())
}
#include &lt;iostream&gt;
#include <longbridge.hpp>

using namespace longbridge;
using namespace longbridge::fundamental;

int main() {
    OAuthBuilder("your-client-id").build(
        [](const std::string& url) { std::cout << "Open: " << url << std::endl; },
        [](auto res) {
            if (!res) return;
            Config config = Config::from_oauth(*res);
            FundamentalContext ctx = FundamentalContext::create(config);
            ctx.financial_report("AAPL.US", [](auto resp) {
                if (resp) std::cout << "OK" << std::endl;
            });
        });
    std::cin.get();
}
package main

import (
	"context"
	"fmt"
	"log"

	"github.com/longbridge/openapi-go/config"
	"github.com/longbridge/openapi-go/oauth"
	"github.com/longbridge/openapi-go/fundamental"
)

func main() {
	o := oauth.New("your-client-id").
		OnOpenURL(func(url string) { fmt.Println("Open this URL to authorize:", url) })
	if err := o.Build(context.Background()); err != nil {
		log.Fatal(err)
	}
	conf, err := config.New(config.WithOAuthClient(o))
	if err != nil {
		log.Fatal(err)
	}
	c, err := fundamental.NewFromCfg(conf)
	if err != nil {
		log.Fatal(err)
	}
	defer c.Close()
	resp, err := c.FinancialReport(context.Background(), "AAPL.US")
	if err != nil {
		log.Fatal(err)
	}
	fmt.Printf("%+v\n", resp)
}

Response

Response Example

{
  "code": 0,
  "message": "success",
  "data": {
    "list": {
      "IS": {
        "indicators": [
          {
            "title": "Income Statement",
            "short_title": "IS",
            "currency": "USD",
            "has_yoy": true,
            "entry": "IS",
            "periods": [
              "FY2025",
              "FY2024"
            ],
            "accounts": [
              {
                "field": "EPS",
                "name": "Earnings Per Share(USD)",
                "percent": false,
                "tip": "",
                "values": [
                  {
                    "period": "FY 2025",
                    "year": 2025,
                    "fp_end": "1758945600",
                    "value": "7.46",
                    "ratio": "",
                    "yoy": "0.227"
                  }
                ]
              }
            ]
          }
        ]
      }
    }
  }
}

Response Status

StatusDescriptionSchema
200SuccessFinancialReportsResponse
400Bad requestNone

Schemas

FinancialReportsResponse

NameTypeRequiredDescription
listobjecttrueReport data grouped by kind (key: report type code, e.g. IS, BS, CF)

FinancialReportIndicator

NameTypeRequiredDescription
titlestringfalseIndicator title
short_titlestringfalseShort title
currencystringfalseCurrency
has_yoybooleanfalseWhether year-over-year data is available
entrystringfalseEntry identifier
periodsstring[]falseAvailable reporting periods
accountsobject[]falseList of financial line items, see FinancialAccount

FinancialAccount

NameTypeRequiredDescription
fieldstringtrueField identifier
namestringfalseField display name
percentbooleanfalseWhether the value is a percentage
tipstringfalseTooltip description
valuesobject[]falseHistorical values by period, see FinancialValue

FinancialValue

NameTypeRequiredDescription
periodstringtruePeriod label (e.g. FY 2024)
yearintegerfalseFiscal year
fp_endstringfalsePeriod end timestamp
valuestringfalseReported value
ratiostringfalseRatio value
yoystringfalseYear-over-year growth rate