Statement

Return a template-backed income statement, balance sheet, or cash flow statement from cached concepts.

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/statement" \
  -H "Authorization: Bearer $EDGAR_API_KEY" \
  --data-urlencode "ticker=AAPL" \
  --data-urlencode "statement=income_statement"


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",
  "statement": "income_statement"
}
 
response = requests.get(f"{base_url}/api/statement", 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.
`rows`	`array<object>`	Tabular or comparison rows that carry the answer data.
`concept_definition_version`	`integer`	Financial fact or concept field; inspect unit, period, and source context before using it.
`concept_registry_version`	`integer`	Financial fact or concept field; inspect unit, period, and source context before using it.
`statement`	`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, Concept Trend, Financials

Generated Reference

Contract

Field	Value
Tool	`get_statement`
Method	`GET`
Path	`/api/statement`
Contract version	`1.0.0`
Schema fingerprint	`sha256:6da91e176e78fe536130ed3ea11cf9b8dfccf923cbbfc47483d7cb2108383986`

Parameters

Name	Location	Required	Type
`ticker`	query	yes	`string`
`statement`	query	yes	`string`
`year`	query	no	`integer \| null`
`quarter`	query	no	`integer \| null`
`full_year_mode`	query	no	`boolean`
`period_from`	query	no	`string \| null`
`period_to`	query	no	`string \| null`
`source`	query	no	`string`
`date_type`	query	no	`string \| null`

Response Schema (200)


{
  "additionalProperties": true,
  "properties": {
    "concept_definition_version": {
      "type": "integer"
    },
    "concept_registry_version": {
      "type": "integer"
    },
    "coverage_status": {
      "anyOf": [
        {
          "enum": [
            "complete",
            "partial",
            "narrow",
            "none"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ]
    },
    "coverage_warning": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ]
    },
    "rows": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "type": "array"
    },
    "semantic_status": {
      "anyOf": [
        {
          "enum": [
            "ok",
            "partial",
            "empty",
            "error"
          ],
          "type": "string"
        },
        {
          "type": "null"
        }
      ]
    },
    "statement": {
      "type": "string"
    },
    "status": {
      "const": "success",
      "type": "string"
    },
    "template_used": {
      "type": "string"
    },
    "template_version": {
      "type": "integer"
    },
    "ticker": {
      "type": "string"
    },
    "unmapped_concepts": {
      "items": {
        "type": "string"
      },
      "type": "array"
    },
    "unmapped_tags_count": {
      "type": "integer"
    }
  },
  "required": [
    "status",
    "ticker",
    "statement",
    "template_used",
    "template_version",
    "concept_registry_version",
    "concept_definition_version",
    "unmapped_tags_count"
  ],
  "type": "object"
}