/morningstar/quotes/financials

POST /api/morningstar/quotes/financials

Price: 1 credit

Get income statement, balance sheet, and cash flow for a ticker symbol

How to use it

Get company fundamentals: income statement, balance sheet, and cash flow statement across reporting periods. Choose annual or quarterly. Each statement is a list of line items; each item maps a period (year or TTM) to its value.

Parameters

• access-token string required

Request body

• timeout integer — Max scrapping execution timeout (in seconds) (default: 300; min: 20; max: 1500)
• symbol string required — Ticker symbol (examples: "AAPL", "MSFT", "TSLA"; minLength: 1)
• period string — Reporting period (default: "A"; one of: "A", "Q")

Response

• @type string (default: "MorningstarFinancials")
• id string required
• company_id string nullable
• currency string nullable
• order_of_magnitude string nullable
• fiscal_year_end_date string nullable
• periods array required
• income_statement array required
  • @type string (default: "MorningstarFinancialLineItem")
  • label string required
  • data_point_id string nullable
  • values object required
    • * number nullable
• balance_sheet array required
  • @type string (default: "MorningstarFinancialLineItem")
  • label string required
  • data_point_id string nullable
  • values object required
    • * number nullable
• cash_flow array required
  • @type string (default: "MorningstarFinancialLineItem")
  • label string required
  • data_point_id string nullable
  • values object required
    • * number nullable

Errors

• 422 — The request body did not validate Check the fields against this schema. A URN with the wrong prefix is the most common cause.
• 408 — The request ran past its time limit Raise `timeout` in the request body, up to the maximum this endpoint documents. Lowering `count` or turning off the `with_*` flags also helps, because less work finishes sooner.
• 412 — Symbol not found or no financial data available Retrying will not help: either the entity does not exist, or the input points at a different one.
• 429 — Too many requests: a rate limit or a usage window is exhausted When the response carries an X-Retry-After header, wait that many seconds and retry: the same number is in the body as `detail.retry_after`, and the limit clears once that window passes. The message in the body names the limit that was hit.
• 500 — Something broke on our side Retrying will not help. If it keeps happening, send us the X-Request-ID from the response headers.
• 529 — Rate limit reached, or the endpoint is overloaded Wait at least 30 seconds, then retry.

Response headers

• X-Error — Error message text (present only on error)
• X-Request-ID — Unique request identifier
• X-Execution-Time — Execution time in seconds
• X-Result-Count — How many records the body carries. 0 means an empty result, which is a normal answer and not by itself an error. A non-zero count can come back together with X-Error when the failure happened partway through — read this header and X-Error independently.
• X-Total-Available-Results — How many records exist for this query, when the endpoint can say. On a `dry_run` request this is the answer and the body is empty. It saturates: the endpoint's documented maximum means 'at least that many', any smaller number is exact.
• X-Warning — Present when the request body carried keys this endpoint does not document. They were ignored, so any filter you meant to apply through them did not apply. Check the spelling against this schema and retry.
• X-Retry-After — Seconds to wait before retrying. Present only on 429.