Class: Intrinio::FundamentalsApi

Inherits:
Object
  • Object
show all
Defined in:
lib/intrinio-sdk/api/fundamentals_api.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(api_client = ApiClient.default) ⇒ FundamentalsApi

Returns a new instance of FundamentalsApi.



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 19

def initialize(api_client = ApiClient.default)
  @api_client = api_client
end

Instance Attribute Details

#api_client ⇒ Object

Returns the value of attribute api_client.



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 17

def api_client
  @api_client
end

Instance Method Details

#get_fundamental_by_id(id, opts = {}) ⇒ Fundamental

Fundamental by ID Returns detailed fundamental data for the given ‘id`.

Parameters:

  • id —

    The Intrinio ID for the Fundamental

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 28

def get_fundamental_by_id(id, opts = {})
  data, _status_code, _headers = get_fundamental_by_id_with_http_info(id, opts)
  return data
end

#get_fundamental_by_id_with_http_info(id, opts = {}) ⇒ Array<(Fundamental, Fixnum, Hash)>

Fundamental by ID Returns detailed fundamental data for the given &#x60;id&#x60;.

Parameters:

  • id —

    The Intrinio ID for the Fundamental

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:

  • (Array<(Fundamental, Fixnum, Hash)>) —

    Fundamental data, response status code and response headers



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 38

def get_fundamental_by_id_with_http_info(id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FundamentalsApi.get_fundamental_by_id ..."
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling FundamentalsApi.get_fundamental_by_id"
  end
  # resource path
  local_var_path = "/fundamentals/{id}".sub('{' + 'id' + '}', id.to_s)

  # query parameters
  query_params = {}

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'Fundamental')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FundamentalsApi#get_fundamental_by_id\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_fundamental_reported_financials(id, opts = {}) ⇒ ApiResponseReportedFinancials

Reported Financials Returns the As-Reported Financials directly from the financial statements of the XBRL filings from the company

Parameters:

  • id —

    The Intrinio ID or lookup code (ticker-statement-year-period) for the Fundamental

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 81

def get_fundamental_reported_financials(id, opts = {})
  data, _status_code, _headers = get_fundamental_reported_financials_with_http_info(id, opts)
  return data
end

#get_fundamental_reported_financials_with_http_info(id, opts = {}) ⇒ Array<(ApiResponseReportedFinancials, Fixnum, Hash)>

Reported Financials Returns the As-Reported Financials directly from the financial statements of the XBRL filings from the company

Parameters:

  • id —

    The Intrinio ID or lookup code (ticker-statement-year-period) for the Fundamental

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 91

def get_fundamental_reported_financials_with_http_info(id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FundamentalsApi.get_fundamental_reported_financials ..."
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling FundamentalsApi.get_fundamental_reported_financials"
  end
  # resource path
  local_var_path = "/fundamentals/{id}/reported_financials".sub('{' + 'id' + '}', id.to_s)

  # query parameters
  query_params = {}

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseReportedFinancials')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FundamentalsApi#get_fundamental_reported_financials\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_fundamental_standardized_financials(id, opts = {}) ⇒ ApiResponseStandardizedFinancials

Standardized Financials Returns professional-grade historical financial data. This data is standardized, cleansed and verified to ensure the highest quality data sourced directly from the XBRL financial statements. The primary purpose of standardized financials are to facilitate comparability across a single company’s fundamentals and across all companies fundamentals. For example, it is possible to compare total revenues between two companies as of a certain point in time, or within a single company across multiple time periods. This is not possible using the as reported financial statements because of the inherent complexity of reporting standards.

Parameters:

  • id —

    The Intrinio ID or lookup code (ticker-statement-year-period) for the Fundamental

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 134

def get_fundamental_standardized_financials(id, opts = {})
  data, _status_code, _headers = get_fundamental_standardized_financials_with_http_info(id, opts)
  return data
end

#get_fundamental_standardized_financials_with_http_info(id, opts = {}) ⇒ Array<(ApiResponseStandardizedFinancials, Fixnum, Hash)>

Standardized Financials Returns professional-grade historical financial data. This data is standardized, cleansed and verified to ensure the highest quality data sourced directly from the XBRL financial statements. The primary purpose of standardized financials are to facilitate comparability across a single company’s fundamentals and across all companies fundamentals. For example, it is possible to compare total revenues between two companies as of a certain point in time, or within a single company across multiple time periods. This is not possible using the as reported financial statements because of the inherent complexity of reporting standards.

Parameters:

  • id —

    The Intrinio ID or lookup code (ticker-statement-year-period) for the Fundamental

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 144

def get_fundamental_standardized_financials_with_http_info(id, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FundamentalsApi.get_fundamental_standardized_financials ..."
  end
  # verify the required parameter 'id' is set
  if @api_client.config.client_side_validation && id.nil?
    fail ArgumentError, "Missing the required parameter 'id' when calling FundamentalsApi.get_fundamental_standardized_financials"
  end
  # resource path
  local_var_path = "/fundamentals/{id}/standardized_financials".sub('{' + 'id' + '}', id.to_s)

  # query parameters
  query_params = {}

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseStandardizedFinancials')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FundamentalsApi#get_fundamental_standardized_financials\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#lookup_fundamental(identifier, statement_code, fiscal_year, fiscal_period, opts = {}) ⇒ Fundamental

Lookup Fundamental Returns the Fundamental for the Company with the given ‘identifier` and with the given parameters

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • statement_code —

    The statement code

  • fiscal_year —

    The fiscal year

  • fiscal_period —

    The fiscal period

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 190

def lookup_fundamental(identifier, statement_code, fiscal_year, fiscal_period, opts = {})
  data, _status_code, _headers = lookup_fundamental_with_http_info(identifier, statement_code, fiscal_year, fiscal_period, opts)
  return data
end

#lookup_fundamental_with_http_info(identifier, statement_code, fiscal_year, fiscal_period, opts = {}) ⇒ Array<(Fundamental, Fixnum, Hash)>

Lookup Fundamental Returns the Fundamental for the Company with the given &#x60;identifier&#x60; and with the given parameters

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • statement_code —

    The statement code

  • fiscal_year —

    The fiscal year

  • fiscal_period —

    The fiscal period

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:

  • (Array<(Fundamental, Fixnum, Hash)>) —

    Fundamental data, response status code and response headers



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 203

def lookup_fundamental_with_http_info(identifier, statement_code, fiscal_year, fiscal_period, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FundamentalsApi.lookup_fundamental ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling FundamentalsApi.lookup_fundamental"
  end
  # verify the required parameter 'statement_code' is set
  if @api_client.config.client_side_validation && statement_code.nil?
    fail ArgumentError, "Missing the required parameter 'statement_code' when calling FundamentalsApi.lookup_fundamental"
  end
  # verify enum value
  if @api_client.config.client_side_validation && !['income_statement', 'balance_sheet_statement', 'cash_flow_statement', 'calculations'].include?(statement_code)
    fail ArgumentError, "invalid value for 'statement_code', must be one of income_statement, balance_sheet_statement, cash_flow_statement, calculations"
  end
  # verify the required parameter 'fiscal_year' is set
  if @api_client.config.client_side_validation && fiscal_year.nil?
    fail ArgumentError, "Missing the required parameter 'fiscal_year' when calling FundamentalsApi.lookup_fundamental"
  end
  # verify the required parameter 'fiscal_period' is set
  if @api_client.config.client_side_validation && fiscal_period.nil?
    fail ArgumentError, "Missing the required parameter 'fiscal_period' when calling FundamentalsApi.lookup_fundamental"
  end
  # verify enum value
  if @api_client.config.client_side_validation && !['Q1TTM', 'Q2TTM', 'Q3TTM', 'FY', 'Q1', 'Q2', 'Q3', 'Q4', 'Q2YTD', 'Q3YTD'].include?(fiscal_period)
    fail ArgumentError, "invalid value for 'fiscal_period', must be one of Q1TTM, Q2TTM, Q3TTM, FY, Q1, Q2, Q3, Q4, Q2YTD, Q3YTD"
  end
  # resource path
  local_var_path = "/fundamentals/lookup/{identifier}/{statement_code}/{fiscal_year}/{fiscal_period}".sub('{' + 'identifier' + '}', identifier.to_s).sub('{' + 'statement_code' + '}', statement_code.to_s).sub('{' + 'fiscal_year' + '}', fiscal_year.to_s).sub('{' + 'fiscal_period' + '}', fiscal_period.to_s)

  # query parameters
  query_params = {}

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'Fundamental')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FundamentalsApi#lookup_fundamental\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end