Skip to Content
Tool ReferenceXBRL FactsXBRL Facts And Concepts

XBRL Facts And Concepts

Use these tools when the model needs normalized financial facts, concept-level series, or statement-shaped outputs grounded in XBRL.

  • Financials - Return the full structured XBRL financial fact payload for one filing period.
  • Metric - Return one discovered metric or XBRL tag with current, prior, and YoY values.
  • Metric Series - Return one metric across multiple periods with per-period cache and coverage status.
  • List Metrics - List exact metric candidates available in one filing period.
  • Search Metrics - Search filing metrics by natural-language query and return ranked exact candidates.
  • Statement - Return a template-backed income statement, balance sheet, or cash flow statement from cached concepts.
  • Concept - Resolve one registry-backed financial concept from cached filing facts.
  • Compare Concept - Compare one registry-backed concept across a caller-provided ticker set.
  • Concept Trend - Return a cache-only concept time series across a requested period range.
  • Cite Concept - Join a registry-backed concept value to filing prose and optional extraction evidence.
  • Warm Metric Cache - Queue paid-tier background warming for metric periods before follow-up reads.
  • Warm Metric Cache Status - Poll a background cache-warming job returned by warm_metric_cache.
  • Tag Equivalence Registry - Return registry-backed XBRL tag equivalence groups for client taxonomy alignment.