Financial statements beta

Retrieve reviewed normalized annual statement values and calculated metrics.

What the beta contains

The beta returns values that Chadwin has normalized, reviewed, and published from original Form 10-K filings. It covers annual US company results only. It does not imply that every company or fiscal year has been published.

Each available period groups values into the balance sheet, income statement, cash-flow statement, and calculated metrics. The API reference is the source of truth for the fields in CompanyFinancialStatementsResponse.

Basic and diluted earnings per share and weighted-average shares are adjusted for later stock splits so values are comparable across years. The period's accession_number identifies the source SEC filing.

Choose periods

Choose exactly one ticker or cik. CIKs may be padded or unpadded and do not require a current listing. In the SDK, use client.financialStatements.get({ cik: "320193", fiscalYear: 2024 }).

Send fiscal_year for one filer-reported fiscal year, or years for the newest available published years. Do not send both. With neither filter, the API returns the newest available published period.

Read missing results

  • Unknown ticker: the API returns 404 company_not_found
  • Ambiguous ticker: the API returns 409 company_ambiguous; choose the intended CIK
  • Valid CIK or resolved ticker with no matching published result: the response contains the issuer and an empty periods array
  • Missing item in an available period: the item is omitted because no value was published for it

Issuer name and ticker are null when the corresponding reference data is unavailable. This does not prevent retrieval of published statements by CIK.

An omitted item does not state why the value was unavailable. It may be absent from the filing, not applicable, ambiguous, or unsupported by the current rules.

Use the API

The former /v1/companies/US/{ticker}/financial-statements URL now returns 404. Move the identifier into ticker or cik on the query string. MCP retains get_financial_statements with the same identifier choice.

HTTP

curl --get \
  --url "https://api.chadwin.co/v1/companies/financial-statements?ticker=AAPL" \
  --data-urlencode "fiscal_year=2024" \
  --header "Authorization: Bearer $CHADWIN_API_KEY"

Node.js SDK

const result = await client.financialStatements.get({
  ticker: "AAPL",
  fiscalYear: 2024,
});

for (const period of result.periods) {
  console.log(period.fiscal_year, period.income_statement.revenue);
}