Point-in-Time Company Fundamentals

Name: Fundamentals (SEC XBRL)
Creator: FinzData

US company fundamentals from SEC XBRL filings, point-in-time with as_of dating so backtests never see restated or future data.

Coverage: SEC XBRL company facts for US-listed filers, point-in-time keyed by as_of date; income statement, balance sheet and cash flow concepts.

Tier: Researcher

Get started

Install the client:

pip install finzdata

import finzdata as yf

fund = yf.fundamentals("AAPL", as_of="2024-01-01")
print(fund.head())