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

#filter_fundamental(opts = {}) ⇒ Fundamental

Filter Fundamental Returns fundamentals that meet the set of filters specified in parameters.

Parameters:

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :filed_after (Date) —

    Only include fundamentals that were filed on or after this date.

  • :filed_before (Date) —

    Only include fundamentals that were filed on or before this date.

  • :reported_only (BOOLEAN) —

    Only as-reported fundamentals

  • :fiscal_year (Integer) —

    Only for the given fiscal year

  • :statement_code (String) —

    Only of the given statement code

  • :type (String) —

    Only of the given type

  • :fiscal_period (String) —

    The fiscal period

  • :start_date (Date) —

    Only include fundamentals where covered period is on or after this date.

  • :end_date (Date) —

    Only include fundamentals where covered period is on or before this date.

  • :updated_after (Date) —

    Only include fundamentals where it was updated after this date.

  • :updated_before (Date) —

    Only include fundamentals where it was updated before this date.

  • :template (String) —

    The financial statement template used by Intrinio to standardize the as reported data

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 40

def filter_fundamental(opts = {})
  data, _status_code, _headers = filter_fundamental_with_http_info(opts)
  return data
end

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

Filter Fundamental Returns fundamentals that meet the set of filters specified in parameters.

Parameters:

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :filed_after (Date) —

    Only include fundamentals that were filed on or after this date.

  • :filed_before (Date) —

    Only include fundamentals that were filed on or before this date.

  • :reported_only (BOOLEAN) —

    Only as-reported fundamentals

  • :fiscal_year (Integer) —

    Only for the given fiscal year

  • :statement_code (String) —

    Only of the given statement code

  • :type (String) —

    Only of the given type

  • :fiscal_period (String) —

    The fiscal period

  • :start_date (Date) —

    Only include fundamentals where covered period is on or after this date.

  • :end_date (Date) —

    Only include fundamentals where covered period is on or before this date.

  • :updated_after (Date) —

    Only include fundamentals where it was updated after this date.

  • :updated_before (Date) —

    Only include fundamentals where it was updated before this date.

  • :template (String) —

    The financial statement template used by Intrinio to standardize the as reported data

  • :next_page (String) —

    Gets the next page of data from a previous API call

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 62

def filter_fundamental_with_http_info(opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FundamentalsApi.filter_fundamental ..."
  end
  if @api_client.config.client_side_validation && opts[:'statement_code'] && !['income_statement', 'balance_sheet_statement', 'cash_flow_statement', 'calculations'].include?(opts[:'statement_code'])
    fail ArgumentError, 'invalid value for "statement_code", must be one of income_statement, balance_sheet_statement, cash_flow_statement, calculations'
  end
  if @api_client.config.client_side_validation && opts[:'type'] && !['QTR', 'YTD', 'FY', 'TTM'].include?(opts[:'type'])
    fail ArgumentError, 'invalid value for "type", must be one of QTR, YTD, FY, TTM'
  end
  if @api_client.config.client_side_validation && opts[:'fiscal_period'] && !['Q1TTM', 'Q2TTM', 'Q3TTM', 'FY', 'Q1', 'Q2', 'Q3', 'Q4', 'Q2YTD', 'Q3YTD'].include?(opts[:'fiscal_period'])
    fail ArgumentError, 'invalid value for "fiscal_period", must be one of Q1TTM, Q2TTM, Q3TTM, FY, Q1, Q2, Q3, Q4, Q2YTD, Q3YTD'
  end
  if @api_client.config.client_side_validation && opts[:'template'] && !['fin', 'indu'].include?(opts[:'template'])
    fail ArgumentError, 'invalid value for "template", must be one of fin, indu'
  end
  # resource path
  local_var_path = "/fundamentals"

  # query parameters
  query_params = {}
  query_params[:'filed_after'] = opts[:'filed_after'] if !opts[:'filed_after'].nil?
  query_params[:'filed_before'] = opts[:'filed_before'] if !opts[:'filed_before'].nil?
  query_params[:'reported_only'] = opts[:'reported_only'] if !opts[:'reported_only'].nil?
  query_params[:'fiscal_year'] = opts[:'fiscal_year'] if !opts[:'fiscal_year'].nil?
  query_params[:'statement_code'] = opts[:'statement_code'] if !opts[:'statement_code'].nil?
  query_params[:'type'] = opts[:'type'] if !opts[:'type'].nil?
  query_params[:'fiscal_period'] = opts[:'fiscal_period'] if !opts[:'fiscal_period'].nil?
  query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
  query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
  query_params[:'updated_after'] = opts[:'updated_after'] if !opts[:'updated_after'].nil?
  query_params[:'updated_before'] = opts[:'updated_before'] if !opts[:'updated_before'].nil?
  query_params[:'template'] = opts[:'template'] if !opts[:'template'].nil?
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # 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#filter_fundamental\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

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

Fundamental by ID Returns a specific fundamental associated with a particular unique fundamental ID. Useful for pulling reference data for a specific fundamental.

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 126

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 a specific fundamental associated with a particular unique fundamental ID. Useful for pulling reference data for a specific fundamental.

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 136

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 as-reported financial statement data for income statement, balance sheet, and cash flow statement. Data for income statement and cash flow statement is available on a FY, QTR (Q1, Q2, Q3, Q4), TTM (Q1TTM, Q2TTM, Q3TTM), and YTD (Q2YTD, Q3YTD) basis. Data for the balance sheet is available on a FY or QTR (Q1, Q2, Q3, Q4) basis only due its point-in-time nature.

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 179

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 as-reported financial statement data for income statement, balance sheet, and cash flow statement. Data for income statement and cash flow statement is available on a FY, QTR (Q1, Q2, Q3, Q4), TTM (Q1TTM, Q2TTM, Q3TTM), and YTD (Q2YTD, Q3YTD) basis. Data for the balance sheet is available on a FY or QTR (Q1, Q2, Q3, Q4) basis only due its point-in-time nature.

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 189

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 standardized financial statement data for income statement, balance sheet, cash flow statement and over 100 associated calculations for a given company. Data for income statement, cash flow statement, and calculations is available on a FY, QTR (Q1, Q2, Q3, Q4), TTM (Q1TTM, Q2TTM, Q3TTM), and YTD (Q2YTD, Q3YTD) basis. Data for the balance sheet is available on a FY or QTR (Q1, Q2, Q3, Q4) basis only due its point-in-time nature.

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 232

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_dimensions(id, tag, opts = {}) ⇒ ApiResponseStandardizedFinancialsDimensions

Standardized Financials Dimensions Returns as reported dimensionality of a data tag

Parameters:

Returns:



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 286

def get_fundamental_standardized_financials_dimensions(id, tag, opts = {})
  data, _status_code, _headers = get_fundamental_standardized_financials_dimensions_with_http_info(id, tag, opts)
  return data
end

#get_fundamental_standardized_financials_dimensions_with_http_info(id, tag, opts = {}) ⇒ Array<(ApiResponseStandardizedFinancialsDimensions, Fixnum, Hash)>

Standardized Financials Dimensions Returns as reported dimensionality of a data tag

Parameters:

Returns:



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# File 'lib/intrinio-sdk/api/fundamentals_api.rb', line 297

def get_fundamental_standardized_financials_dimensions_with_http_info(id, tag, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: FundamentalsApi.get_fundamental_standardized_financials_dimensions ..."
  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_dimensions"
  end
  # verify the required parameter 'tag' is set
  if @api_client.config.client_side_validation && tag.nil?
    fail ArgumentError, "Missing the required parameter 'tag' when calling FundamentalsApi.get_fundamental_standardized_financials_dimensions"
  end
  # resource path
  local_var_path = "/fundamentals/{id}/standardized_financials/dimensions/{tag}".sub('{' + 'id' + '}', id.to_s).sub('{' + 'tag' + '}', tag.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 => 'ApiResponseStandardizedFinancialsDimensions')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: FundamentalsApi#get_fundamental_standardized_financials_dimensions\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

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

Standardized Financials Returns standardized financial statement data for income statement, balance sheet, cash flow statement and over 100 associated calculations for a given company. Data for income statement, cash flow statement, and calculations is available on a FY, QTR (Q1, Q2, Q3, Q4), TTM (Q1TTM, Q2TTM, Q3TTM), and YTD (Q2YTD, Q3YTD) basis. Data for the balance sheet is available on a FY or QTR (Q1, Q2, Q3, Q4) basis only due its point-in-time nature.

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 242

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 a specific fundamental with unique fundamental ID associated with a particular company, year, period and statement. Useful for pulling the unique fundamental ID and reference data for a specific fundamental.

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 347

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 a specific fundamental with unique fundamental ID associated with a particular company, year, period and statement. Useful for pulling the unique fundamental ID and reference data for a specific fundamental.

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 360

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