Bulk fundamentals

Download financial statements and ratios for every company as CSV files. Each file holds one fiscal year in one cadence: annual, quarterly, or trailing twelve months. One route lists every file together with a signed download link. Add year and period to get one file.

Signed download URLs are valid for one hour after URL generation. Start each file download within this window. If a URL expires, request a new one.

Available files

Browse the files and download them from the browser. Downloads require a Professional or Enterprise plan. The route returns the same list with your API key.

Parameters

Response

Each item is one file with its size, its SHA-256 digest, and a signed url. Items are sorted newest fiscal year first, then annual, quarterly, ttm. Without filters the list holds every file, so the page URLs are always null. The example response is cut after two files. The response is not cached because every link expires one hour after the request.

File contents

Each file is a gzip-compressed CSV with a header row and 301 columns. Rows are sorted by symbol, then by period end date. One row is one fiscal period of one company. The first 10 columns identify the period. The other 291 columns are the metrics of the income statement, balance sheet, cash flow, financial ratio, and valuation routes. The column names are the same as the API field names.

The first rows of the fiscal 2026 annual file, cut after the first metric columns:

id,symbol,period_type,period_end_date,fiscal_year,period_label,currency,price_currency,fx_applied,calculated_at,is_sales_revenue_turnover,is_sales_and_services_revenues,is_cogs,...
fnd_cZOVRrNs6h3KHE,AMEX:AXIL,annual,2026-05-31,2026,FY,USD,USD,f,2026-09-05T19:54:43.659Z,30847570,30847570,9467823,...
fnd_icLvMp8obR6OFF,AMEX:BGI,annual,2026-03-31,2026,FY,USD,USD,t,2026-09-07T23:44:51.514Z,147714787.01067105,147714787.01067105,90796588.71918774,...

Empty cells mean that the company did not report the metric. An empty cell is not zero. The header row in the file is authoritative for the column order.

Fiscal years run ahead of calendar years for some companies, so files for the next fiscal year can already exist. The route is the authoritative answer for what exists.

Download, verify, and decompress

Run these commands to download one file, verify the digest, and decompress it. Replace YOUR_API_KEY with your key.

# 1. Get the link and the digest of one file
RESP=$(curl -s -H "Authorization: Bearer YOUR_API_KEY" \
  "https://api.roic.ai/v3.0.0/fundamental/bulk?year=2026&period=quarterly")
URL=$(echo "$RESP" | jq -r '.data[0].url')
SHA=$(echo "$RESP" | jq -r '.data[0].sha256')
 
# 2. Download the file before the link expires
curl -o roic-fundamentals-2026-quarterly.csv.gz "$URL"
 
# 3. Verify the digest
echo "$SHA  roic-fundamentals-2026-quarterly.csv.gz" | shasum -a 256 -c
 
# 4. Decompress and keep the archive for the examples below
gunzip -k roic-fundamentals-2026-quarterly.csv.gz

To load a file into PostgreSQL, stream the decompressed CSV into COPY. The header row supplies the column list.

gunzip -c roic-fundamentals-2026-quarterly.csv.gz | \
  psql "$DATABASE_URL" -c "\copy fundamentals FROM STDIN WITH (FORMAT csv, HEADER true)"

Errors

A year without files returns an empty data array. The file host bulk.roic.ai blocks a link without a valid verify token or after expires_at. Call the route again for fresh links.

Related endpoints

• Bulk downloads overview
• List income statements for one company through the JSON API
• List profitability ratios with the same metric names