Financial Statements API
The Financial Statements API delivers the three core financial statements. income statement, balance sheet, and cash flow statement. for over 60,000 publicly traded companies. Each endpoint returns structured, machine-readable data sourced from SEC filings, covering both annual (10-K) and quarterly (10-Q) reporting periods with up to 20+ years of historical data.
These endpoints power the fundamental analysis backbone of any financial application. Whether you are building DCF valuation models, stock screeners, financial dashboards, or AI-powered research tools, the Financial Statements API provides the raw financial data you need. All monetary values are returned in the company's reporting currency, with a currency field included in every response.
Endpoints
| Endpoint | Path | Description |
|---|---|---|
| Income Statement | GET /v2/fundamental/income-statement/{identifier} | Revenue, net income, EPS, EBITDA, and 40+ line items |
| Balance Sheet | GET /v2/fundamental/balance-sheet/{identifier} | Total assets, liabilities, equity, debt, and 75+ line items |
| Cash Flow Statement | GET /v2/fundamental/cash-flow/{identifier} | Operating cash flow, free cash flow, CapEx, and 50+ line items |
Common Parameters
All financial statement endpoints accept the same set of query parameters:
| Parameter | Type | Default | Description |
|---|---|---|---|
period | string | annual | annual for full-year (10-K) or quarterly for quarterly (10-Q) data |
limit | number | 10 | Maximum number of periods to return |
fiscal_year_start | number | . | Filter results starting from this fiscal year |
fiscal_year_end | number | . | Filter results ending at this fiscal year |
date_start | string | . | Filter results from this date (YYYY-MM-DD) |
date_end | string | . | Filter results to this date (YYYY-MM-DD) |
order | string | DESC | Sort order: DESC (newest first) or ASC (oldest first) |
format | string | json | json or excel (TSV for Google Sheets) |
Company Identifiers
You can look up any company by ticker symbol (AAPL), CIK (0000320193), CUSIP (037833100), or ISIN (US0378331005) - The identifier is passed as a path parameter.
Google Sheets Integration
Add format=excel to any financial statement request to get tab-separated values you can import directly into Google Sheets:
=IMPORTDATA("https://api.roic.ai/v2/fundamental/income-statement/AAPL?format=excel&apikey=YOUR_API_KEY")
Which Endpoint Should I Use?
- You need revenue, profit, and earnings data. use the Income Statement
- You need assets, liabilities, and equity data. use the Balance Sheet
- You need cash generation and capital allocation data. use the Cash Flow Statement
- You need all three. call all three endpoints for the same ticker to get the complete financial picture
Use Cases
- DCF valuation models. combine income statement earnings with cash flow data to project future free cash flows
- Financial health analysis. use balance sheet data to calculate debt ratios, current ratio, and working capital
- Earnings trend analysis. track quarterly revenue and EPS growth across multiple periods
- Comparable company analysis. pull financial statements for peer companies and compare margins, growth rates, and leverage
- AI-powered financial research. feed structured financial data into LLMs for automated analysis and report generation
Next Steps
- Get your API key to start making requests
- Income Statement endpoint - the most commonly used financial statement
- Financial Ratios - pre-calculated profitability, credit, and liquidity ratios
- Valuation Multiples - P/E, EV/EBITDA, and other market-based valuation metrics