How to Request Fundamentals
How to request Fundamental data
Go to your IPF or Morningstar website.
Find a symbol or event (ShareID).
Figure out if a symbol is in a US, EU or Asian region.
Choose a type of corporate action.
Make a request via web service or Java API.
Please try demo access to fundamentals.
The data is delivered either in visual tables or in JSON formats. Web service interface:
An instrument input line. A symbol can be entered either in common format or Morningstar format (ShareID). This field is case-sensitive.
Data tables. You can select the required data tables to be listed. Multiple selections are allowed.
Time range. It frames a time range in the scope of which data will be filtered.
Data output. The results are sorted from the earliest to the latest.
Info
Only IBM, AAPL, MSFT, GOOG, XOM symbols are available.
Corporate Calendars Event Types
Every corporate action has its own code.
Event Type number | Event |
|---|---|
1 | General Meeting |
3 | Annual Meeting |
4 | Investor day/meeting, stockholder meeting |
5 | Conference call |
6 | Declaration of quarterly cash dividend |
7 | First quarter sales report |
8 | Second quarter sales report |
9 | Third quarter sales |
10 | Fourth quarter sales/earnings |
Examples
JSON format
Request arguments
Argument | Value | Description | Required |
|---|---|---|---|
json | 1 | Return data in the json-format | Optional, without it will return web-page |
indent | 1 | Return pretty formatted data | Optional, without it will return web-page |
tables | String | Return data from particular table | Optional, without it will return ShareClass |
ids | String | Return data for particular symbol set | Optional, without it will return web-page |
Tables and IDs may be used with commas. To find a table, you have to check the actual name in web service.
Use the provided credentials to check mesh tests:
Note
Separate all of them by a comma if you need to request several symbols or IDs.