US Financial Overview

Longbridge US Accounts

This method is only available for US data-center accounts.

Get financial overview for a US stock by reporting period — income, balance sheet, and cash flow summary.

CLI

# US financial overview
longbridge financial-report AAPL.US
longbridge financial-report TSLA.US

SDK Links

Python	longbridge.openapi.FundamentalContext.us_financial_overview
Rust	longbridge::fundamental::FundamentalContext#us_financial_overview
Go	FundamentalContext.UsFinancialOverview
Node.js	FundamentalContext#usFinancialOverview
Java	FundamentalContext.getUsFinancialOverview
C++	longbridge::fundamental::FundamentalContext::us_financial_overview

Parameters

SDK method parameters.

Name	Type	Required	Description
symbol	string	YES	Stock symbol, e.g. AAPL.US
report	string	YES	Period: annual or quarterly (default: annual)

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.us_financial_overview("AAPL.US", report="annual")
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.us_financial_overview("AAPL.US", report="annual")
    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.usFinancialOverview("AAPL.US", "annual")
  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.getUsFinancialOverview("AAPL.US", "annual").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.us_financial_overview("AAPL.US", "annual").await?;
    println!("{:?}", resp);
    Ok(())
}

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.FinancialOverview(context.Background(), "AAPL.US", "annual")
    if err != nil {
        log.Fatal(err)
    }
    fmt.Printf("%+v\n", resp)
}

Response

Response Example

{
  "ccy_symbol": "USD",
  "report_type": "annual",
  "is_list": [
    {
      "revenue": "391035000000",
      "net_income": "93736000000",
      "net_margin": "0.2397",
      "report": {
        "start_date": "2023-10-01",
        "end_date": "2024-09-28",
        "report_txt": "FY2024"
      }
    }
  ],
  "bs_list": [
    {
      "debt_assets_ratio": "0.8193",
      "total_assets": "364840000000",
      "total_liabilities": "308927000000",
      "report": {
        "start_date": "2023-10-01",
        "end_date": "2024-09-28",
        "report_txt": "FY2024"
      }
    }
  ],
  "cf_list": [
    {
      "operating": "118254000000",
      "investing": "-21013000000",
      "financing": "-89831000000",
      "report": {
        "start_date": "2023-10-01",
        "end_date": "2024-09-28",
        "report_txt": "FY2024"
      }
    }
  ]
}

Response Status

Status	Description	Schema
200	Success	UsFinancialOverview
400	Bad request	None

Schemas

UsFinancialOverview

Name	Type	Required	Description
ccy_symbol	string	true	Currency symbol
report_type	string	true	Report type (e.g. annual, quarterly)
is_list	USFinancialISItem[]	true	Income statement items
bs_list	USFinancialBSItem[]	true	Balance sheet items
cf_list	USFinancialCFItem[]	true	Cash flow items

USFinancialISItem

Name	Type	Required	Description
revenue	string	true	Total revenue
net_income	string	true	Net income
net_margin	string	true	Net profit margin
report	USReportPeriod	true	Reporting period info

USFinancialBSItem

Name	Type	Required	Description
debt_assets_ratio	string	true	Debt-to-assets ratio
total_assets	string	true	Total assets
total_liabilities	string	true	Total liabilities
report	USReportPeriod	true	Reporting period info

USFinancialCFItem

Name	Type	Required	Description
operating	string	true	Operating cash flow
investing	string	true	Investing cash flow
financing	string	true	Financing cash flow
report	USReportPeriod	true	Reporting period info

USReportPeriod

Name	Type	Required	Description
start_date	string	true	Period start date (YYYY-MM-DD)
end_date	string	true	Period end date (YYYY-MM-DD)
report_txt	string	true	Period label (e.g. FY2024, Q1 2024)