license: other
license_name: public-domain-source-us-government
pretty_name: US Company Financial Statements from SEC XBRL (annual, last 12 months)
language:
- en
tags:
- finance
- sec
- xbrl
- fundamentals
- financial-statements
- stocks
- quant
size_categories:
- 10K<n<100K
configs:
- config_name: default
data_files: data/annual_statements.parquet
default: true
US Company Financial Statements from SEC XBRL (annual, last 12 months)
Standardised annual income statement, balance sheet and cash-flow lines for 5,399 US-listed companies, fiscal years ending in the last 12 months (5,444 company-years): revenue, gross profit, operating income, net income, EPS, cash, assets, liabilities, equity, operating cash flow, capex, dividends and buybacks.
import pandas as pd
df = pd.read_parquet("hf://datasets/FinzData/sec-financial-statements/data/annual_statements.parquet")
df[df.ticker == "AAPL"]
In the full FinzData dataset: quarterly, annual and trailing-twelve-month statements since 2009, point-in-time (as filed on any past date) for backtests without look-ahead bias (yf.Ticker("AAPL").quarterly_income_stmt).
Get the full history
This is a free sample. FinzData serves the complete dataset through its API and Python client
(pip install finzdata), with daily updates, alongside survivorship-free US stock prices since 2000,
COT positioning, 13F holdings, point-in-time fundamentals and macro data.
- Free API key: https://api.finzdata.com/
- Pricing (history bundles from $195 once): https://finzdata.com/pricing
- Guides: https://finzdata.com/guides
- Python client (open source): https://github.com/FinzData/finzdata-python
Data for research, not investment advice. Compiled by FinzData from public U.S. government sources.