Concept Trend

Return a cache-only concept time series across a requested period range.

Tier: public | Cache: cache-only | Playground: authenticated only | Contract: 1.0.0

When To Use It

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

Request Examples


BASE_URL="${EDGAR_API_URL:-https://www.edgarparser.com}"
 
curl -sS -G "$BASE_URL/api/concept/trend" \
  -H "Authorization: Bearer $EDGAR_API_KEY" \
  --data-urlencode "ticker=AAPL" \
  --data-urlencode "concept_name=revenue" \
  --data-urlencode "period_from=2025-Q1" \
  --data-urlencode "period_to=2025-Q4"


import os
import requests
 
base_url = os.getenv("EDGAR_API_URL", "https://www.edgarparser.com")
headers = {"Authorization": f"Bearer {os.environ['EDGAR_API_KEY']}"}
params = {
  "ticker": "AAPL",
  "concept_name": "revenue",
  "period_from": "2025-Q1",
  "period_to": "2025-Q4"
}
 
response = requests.get(f"{base_url}/api/concept/trend", headers=headers, params=params, timeout=30)
response.raise_for_status()
data = response.json()

Key Response Fields

Field	Type	Why It Matters
`status`	`const "success"`	Transport-level success indicator inside the JSON response.
`semantic_status`	`"ok" \| "partial" \| "empty" \| "error" \| null`	Whether the response is semantically usable, partial, empty, or errored.
`coverage_status`	`"complete" \| "partial" \| "narrow" \| "none" \| null`	Completeness signal; do not present partial or narrow coverage as complete.
`coverage_warning`	`string \| null`	Human-readable explanation of missing or ambiguous coverage.
`canonical_tag`	`string \| null`	Financial fact or concept field; inspect unit, period, and source context before using it.
`concept`	`object`	Financial fact or concept field; inspect unit, period, and source context before using it.
`concept_definition_version`	`integer`	Financial fact or concept field; inspect unit, period, and source context before using it.
`concept_name`	`string`	Financial fact or concept field; inspect unit, period, and source context before using it.

Response Fields To Inspect

status / semantic_status for whether the tool produced a usable fact set.
coverage_status and coverage_warning before treating the value as complete.
source_ref, concept names, units, and period metadata for citation and auditability.

Errors And Coverage

401 or 403: the API key is missing, expired, or not allowed to use this tier.
429: retry after the rate-limit window, and prefer broader batch or series tools over repeated single-period calls.
This tool is cache-only; if the target filing is not warm, warm it through an allowed paid path before retrying.
Treat partial coverage, empty arrays, and warning fields as answer-quality signals even when HTTP status is 200.

Concept, Compare Concept, Statement

Generated Reference

Contract

Field	Value
Tool	`concept_trend`
Method	`GET`
Path	`/api/concept/trend`
Contract version	`1.0.0`
Schema fingerprint	`sha256:81c85abd207eab828dc07395331e1635a0de002c1b8322fb6ac4a1759eeaabcf`

Parameters

Name	Location	Required	Type
`ticker`	query	yes	`string`
`concept_name`	query	yes	`string`
`period_from`	query	yes	`string`
`period_to`	query	yes	`string`
`source`	query	no	`string`
`date_type`	query	no	`string \| null`

Response Schema (200)


{
  "additionalProperties": true,
  "properties": {
    "canonical_tag": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ]
    },
    "concept": {
      "additionalProperties": true,
      "type": "object"
    },
    "concept_definition_version": {
      "type": "integer"
    },
    "concept_name": {
      "type": "string"
    },
    "concept_registry_version": {
      "type": "integer"
    },
    "coverage_status": {
      "anyOf": [
        {
          "enum": [
            "complete",
            "partial",
            "narrow",
            "none"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ]
    },
    "coverage_warning": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ]
    },
    "equivalents_considered": {
      "items": {
        "type": "string"
      },
      "type": "array"
    },
    "latest_filing_period_per_concept": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ]
    },
    "period_from": {
      "type": "string"
    },
    "period_to": {
      "type": "string"
    },
    "periods_uncached": {
      "items": {
        "type": "string"
      },
      "type": "array"
    },
    "semantic_status": {
      "anyOf": [
        {
          "enum": [
            "ok",
            "partial",
            "empty",
            "error"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ]
    },
    "series": {
      "items": {
        "additionalProperties": true,
        "properties": {
          "available": {
            "type": "boolean"
          },
          "full_year_mode": {
            "type": "boolean"
          },
          "period": {
            "type": "string"
          },
          "quarter": {
            "type": "integer"
          },
          "year": {
            "type": "integer"
          }
        },
        "required": [
          "period",
          "year",
          "quarter",
          "full_year_mode",
          "available"
        ],
        "type": "object"
      },
      "type": "array"
    },
    "status": {
      "const": "success",
      "type": "string"
    },
    "ticker": {
      "type": "string"
    }
  },
  "required": [
    "status",
    "ticker",
    "concept_name",
    "concept",
    "concept_registry_version",
    "concept_definition_version",
    "period_from",
    "period_to"
  ],
  "type": "object"
}