| --- |
| 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. |
|
|
| ```python |
| 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. |
|
|
