Fundamentals - Statements

This function collects financial statement information for individual tickers. Cash flow, income statement, and balance sheet information are returned at the quarterly level, with an additional annual report attached if available.

In the returned data frame, quarter == 0 represents an annual report for the corresponding year.

If as_reported = FALSE, an overview list column is also returned that contains a combination of metrics from various statements.

The returned data frame is in a very compact form containing list columns. Each list column is made up of more data frames, where each data frame represents that particular financial statement for that quarter. The easiest way to get at the underlying data is to unnest the list columns individually using tidyr::unnest().

riingo_fundamentals_statements(
  ticker,
  start_date = NULL,
  end_date = NULL,
  as_reported = FALSE
)

Arguments

ticker	One or more tickers to download financial statements for.
start_date	The first date to download data for. A character in the form YYYY-MM-DD, or a Date variable. The default is to download 1 year's worth of data.
end_date	The last date to download data for. A character in the form YYYY-MM-DD, or a Date variable.
as_reported	A single logical. When FALSE, the most recent data will be returned, including any revisions for the reporting period. The dates will correspond to the fiscal end of the quarter or year (note that this can vary from company to company). When TRUE, the endpoint will return the data as it was reported on the release date. Similarly, the date will correspond to the date the filings were posted on the SEC website.

Value

A data frame containing the financial statement information for the requested tickers.

See also

Other fundamentals: riingo_fundamentals_definitions(), riingo_fundamentals_meta(), riingo_fundamentals_metrics()

Examples

if (FALSE) {
riingo_fundamentals_statements(c("AAPL", "MSFT"))

riingo_fundamentals_statements(c("AAPL", "MSFT"), as_reported = TRUE)
}