Fundamentals query

Query fundamentals in a unified way by task.

GET/api/v1/fundamentals/query
Domain
Fundamentals
Level
Company or token
MCP tool
fundamentals_query (task=auto)

Available data

Returns
Fundamentals in a unified way by task
Market coverage
US and Hong Kong listed companies; crypto tokenomics
Query granularity
One name and one data type per query; different types are returned separately

Authentication

Send Authorization: Bearer YOUR_API_KEY or X-API-KEY on every request.

Query Parameters

Company positioning

Provide query, symbol, or ticker when possible; an empty request returns no_data.

querystringqueryExampleAAPLoptional

Search text used to identify the object you want.

symbolstringqueryExampleAAPLoptional

Company symbol; compatibility alias of query.

tickerstringqueryExampleAAPLoptional

Company ticker.

asset_idstringqueryExampleasset_btcoptional

Catalog asset ID (e.g. asset_btc) or symbol (e.g. BTC).

Query options

All optional.

marketMarketqueryExampleus_equityoptional

us_equity | hk_equity | kr_equity | uk_equity | jp_equity | crypto

taskstringqueryExamplesummaryoptional

Domain task; auto / profile / statements / metrics / corporate_actions / segments / signals / tokenomics / summary; legacy names are compatibility aliases only.

limitintegerqueryExample20optional

Max rows to return (up to 1000).

Response

dataobject
summaryobject

Company fundamentals summary returned when task=summary

as_ofstringExample2026-07-22T18:37:17.000+0000

Summary as-of date

windowstringExamplelatest

Summary coverage window

profileobject

Embedded company profile

entity_idstringExampleentity_sec_cik_0000320193

Company entity id

company_namestringExample苹果

Company name

descriptionstring | nullExample苹果公司从事智能手机、个人电脑、平板电脑、可穿戴设备和配件的设计、制造和销售,以…

Company description

websitestring | nullExamplehttp://www.apple.com

Company website

industrystring | null

Industry

sectorstring | null

Sector

business_scopestring | null

Business scope

headquarters_countrystring | nullExampleUS

Headquarters country

reporting_currencystring | null

Reporting currency

employee_countnumber | nullExample166000

Employee count

profile_as_ofstring | nullExample2026-07-22T18:37:17.000+0000

Profile as-of date

data_statusDataStatusExamplepartial

Profile readiness

empty_reasonstring | nullExampleprofile_classification_incomplete

Profile empty reason

management[]object[]

Management roster

management_namestringExampleMr. Timothy D. Cook

Name

management_positionstringExampleCEO

Position

profile_items[]object[]

Extra profile key/value items

profile_keystringExamplefounded_date

Profile key

profile_namestringExample成立日期

Profile display name

profile_valuestringExample1976

Profile value

field_typestringExample0

Field type

empty_fields[]object[]

Missing fields with empty_reason (when partial)

fieldstringExamplesector

Missing field name

empty_reasonstringExampleprofile_classification_missing

Empty-reason code

statements[]object[]

Embedded statement rows

statement_typestringExamplebalance_sheet

Statement type

period_keystringExampleFY2025

Period key

period_typestringExampleannual

Period type

period_startstring | null

Period start

period_endstring | nullExample2025-09-26

Period end

entity_idstringExampleentity_sec_cik_0000320193

Company entity id

currencystringExampleUSD

Statement currency

unitstringExampleactual

Unit

data_statusDataStatusExampleok

Per-row readiness

empty_reasonstring | null

Per-row empty reason

line_itemsobject

Line items; keys vary by statement_type and are null when not applicable

accounts_payablenumber | nullExample69860000000

Line item accounts_payable (null when not on this statement_type)

accounts_receivablenumber | nullExample39777001000

Line item accounts_receivable (null when not on this statement_type)

accrued_expensesnumber | nullExample8919000100

Line item accrued_expenses (null when not on this statement_type)

accumulated_depreciationnumber | nullExample-76014002000

Line item accumulated_depreciation (null when not on this statement_type)

available_for_sale_securitiesnumber | nullExample77723001000

Line item available_for_sale_securities (null when not on this statement_type)

capital_stocknumber | nullExample93568000000

Line item capital_stock (null when not on this statement_type)

cash_and_cash_equivalentsnumber | nullExample35933999000

Line item cash_and_cash_equivalents (null when not on this statement_type)

cash_cash_equivalents_and_short_term_investmentsnumber | nullExample54697001000

Line item cash_cash_equivalents_and_short_term_investments (null when not on this statement_type)

common_stocknumber | nullExample93568000000

Line item common_stock (null when not on this statement_type)

current_assetsnumber | nullExample147957006000

Line item current_assets (null when not on this statement_type)

current_deferred_liabilitiesnumber | nullExample9054999600

Line item current_deferred_liabilities (null when not on this statement_type)

current_liabilitiesnumber | nullExample165631001000

Line item current_liabilities (null when not on this statement_type)

gains_losses_not_affecting_retained_earningsnumber | nullExample-5570999800

Line item gains_losses_not_affecting_retained_earnings (null when not on this statement_type)

gross_p_p_enumber | nullExample125848003000

Line item gross_p_p_e (null when not on this statement_type)

inventorynumber | nullExample5718000100

Line item inventory (null when not on this statement_type)

long_term_debtnumber | nullExample78327996000

Line item long_term_debt (null when not on this statement_type)

long_term_debt_and_capital_lease_obligationnumber | nullExample78327996000

Line item long_term_debt_and_capital_lease_obligation (null when not on this statement_type)

net_p_p_enumber | nullExample49834000000

Line item net_p_p_e (null when not on this statement_type)

non_current_assetsnumber | nullExample211284001000

Line item non_current_assets (null when not on this statement_type)

non_current_deferred_assetsnumber | nullExample20777001000

Line item non_current_deferred_assets (null when not on this statement_type)

non_current_liabilitiesnumber | nullExample119877001000

Line item non_current_liabilities (null when not on this statement_type)

other_current_assetsnumber | nullExample14584999900

Line item other_current_assets (null when not on this statement_type)

other_current_liabilitiesnumber | nullExample44452000000

Line item other_current_liabilities (null when not on this statement_type)

other_non_current_assetsnumber | nullExample62949999000

Line item other_non_current_assets (null when not on this statement_type)

other_non_current_liabilitiesnumber | nullExample41549001000

Line item other_non_current_liabilities (null when not on this statement_type)

other_receivablesnumber | nullExample33180000300

Line item other_receivables (null when not on this statement_type)

payablesnumber | nullExample82875998000

Line item payables (null when not on this statement_type)

receivablesnumber | nullExample72957002000

Line item receivables (null when not on this statement_type)

retained_earningsnumber | nullExample-14264000500

Line item retained_earnings (null when not on this statement_type)

short_term_debtnumber | nullExample20329001000

Line item short_term_debt (null when not on this statement_type)

short_term_debt_and_capital_lease_obligationnumber | nullExample20329001000

Line item short_term_debt_and_capital_lease_obligation (null when not on this statement_type)

short_term_investmentsnumber | nullExample18762999800

Line item short_term_investments (null when not on this statement_type)

stockholders_equitynumber | nullExample73732997000

Line item stockholders_equity (null when not on this statement_type)

stockholders_equity_attributable_to_parentnumber | nullExample73732997000

Line item stockholders_equity_attributable_to_parent (null when not on this statement_type)

taxes_payablenumber | nullExample13016000500

Line item taxes_payable (null when not on this statement_type)

total_assetsnumber | nullExample359240991000

Line item total_assets (null when not on this statement_type)

total_investmentsnumber | nullExample77723001000

Line item total_investments (null when not on this statement_type)

total_liabilitiesnumber | nullExample285508010000

Line item total_liabilities (null when not on this statement_type)

total_liabilities_net_minority_interestnumber | nullExample285508010000

Line item total_liabilities_net_minority_interest (null when not on this statement_type)

metrics[]object[]

Embedded metric rows

metric_namestringExamplepb

Metric name

metric_valuenumber | nullExample41.527

Metric value

period_keystringExampledefault

Period key

unitstring | null

Unit

entity_idstringExampleentity_sec_cik_0000320193

Company entity id

as_of_utcdatetime | nullExample2026-08-14T00:00:00.000+0000

Metric as-of (UTC)

data_statusDataStatusExampleok

Per-row readiness

empty_reasonstring | null

Per-row empty reason

actions[]object[]

Embedded corporate actions

corporate_action_idstringExamplecorp_action_c6663be744b2b89b

Corporate action id

action_typestringExamplesplit

Action type (dividend/split/buyback/merger/listing_change/redemption)

action_sub_typestring | nullExampleforward_split

Action subtype

asset_idstring

Linked asset id

entity_idstring

Linked entity id

instrument_idstring

Linked instrument id

listing_idstring

Linked listing id

venue_idstring

Linked venue id

announcement_datestring | null

Announcement date

effective_datestring | nullExample2026-05-19

Effective date

ex_datestring | nullExample2026-05-19

Ex-date

record_datestring | nullExample2026-05-14

Record date

payment_datestring | nullExample2026-05-15

Payment date

process_datestring | nullExample2026-05-19

Process date

expiration_datestring | null

Expiration date

currencystring | null

Currency

amountnumber | null

Amount

pricenumber | null

Price

cash_per_sharenumber | null

Cash per share

cash_ratenumber | null

Cash rate

rationumber | nullExample1:10

Ratio

ratio_fromnumber | nullExample1

Split/conversion from

ratio_tonumber | nullExample10

Split/conversion to

acquirer_symbolstring | null

Acquirer symbol

acquirer_ratenumber | null

Acquirer rate

acquiree_symbolstring | null

Acquiree symbol

acquiree_ratenumber | null

Acquiree rate

source_symbolstring | null

Source symbol

source_ratenumber | null

Source rate

target_symbolstring | null

Target symbol

target_ratenumber | null

Target rate

alternate_symbolstring | null

Alternate symbol

alternate_ratenumber | null

Alternate rate

old_symbolstring | null

Old symbol (rename)

new_symbolstring | null

New symbol (rename)

data_statusDataStatusExampleok

Per-row readiness

empty_reasonstring | null

Per-row empty reason

blocks[]object[]

Summary coverage blocks

blockstringExampleprofile

Block name

countinteger

Row count in the block

data_statusDataStatusExamplepartial

Block readiness

empty_reasonstring | nullExampleprofile_classification_incomplete

Block empty reason

data_statusDataStatusExamplepartial

ok / partial / no_data / not_ready / stale

empty_reasonstring | nullExamplesummary_partial_blocks

Empty / partial reason code when applicable

errorobject | null

Error object (code / message); null on success

metadataobject
actual_taskstringExamplesummary

Routed task: profile / statements / metrics / …

data_statusDataStatusExamplepartial

ok / partial / no_data / not_ready / stale

limitations[]string[]Exampleserving_mvp

Coverage / MVP limitation tags

route_reasonstringExampleexplicit_task

Route reason (e.g. explicit_task)

updated_atdatetime | stringExample2026-08-17T08:24:41Z

Envelope update time (UTC)

partialbooleanExampletrue

True when the payload is intentionally incomplete

object_refs[]object[]

Unified object references

typeObjectRefTypeExampleentity

Object reference type

idstringExampleentity_sec_cik_0000320193

Canonical object identifier

entity_idstringExampleentity_sec_cik_0000320193

Canonical entity identifier

asset_idstringExampleasset_aapl_common_stock

Canonical asset identifier

listing_idstringExamplelisting_aapl_xnas

Canonical listing identifier

instrument_idstringExampleinstrument_aapl_common_stock

Canonical financial instrument identifier

venue_idstringExamplevenue_xnas

Canonical trading venue identifier

external_refs[]object[]

External refs (e.g. SEC EDGAR filings)

citation_urlstringExamplehttps://www.sec.gov/cgi-bin/browse-edgar…

External evidence URL

entity_idstringExampleentity_sec_cik_0000320193

Canonical entity identifier

external_ref_idstringExample0000320193

Object identifier in the external system

external_ref_typestringExampleedgar_company_filings

External reference type

external_source_domainstringExamplesec.gov

Domain of the external evidence source

filing_formstringExample10-K

EDGAR form type when present

lineage_refs[]object[]

Lineage refs (usually [] on the public body)

source_refs[]object[]

Upstream source refs (usually [] on the public body)

Errors & fallback

200
assets_resolve name multi-match; confirm from data[] candidates.
200
The object resolved but no data is available; empty_reason may be not_covered_by_source, unsupported_metric, or limited_depth.
400
Invalid parameters or an ambiguous market listing; ambiguity responses include required_params + candidates.
401
The API key is missing or invalid.
403
The current key scope or plan cannot access this data domain.
404
The requested resource does not exist; source coverage gaps are not 404 responses.
402
Credits or monthly quota exhausted.
429
Request rate exceeded; retry_after is returned in the body and Retry-After in the response headers.