openapi: 3.0.0
info:
contact: {}
description: This REST API provides endpoints to get analyst report details.
termsOfService: http://swagger.io/terms/
title: Analyst Reports Raw Text Analyst Insights Fundamentals API
version: 1.0.0
servers:
- url: https://api.benzinga.com
description: PROD
tags:
- name: Fundamentals
paths:
/api/v2.1/fundamentals:
get:
description: Retrieves enhanced financial fundamentals data for specified securities. This is an improved version of the V2 endpoint with additional data fields and better performance. Returns comprehensive financial metrics, ratios, and company information from updated data sources.
operationId: get-fundamentals-v21
parameters:
- description: Comma-separated list of stock ticker symbols (e.g., AAPL,MSFT,GOOGL). Required.
in: query
name: symbols
required: true
schema:
type: string
- description: 'Filter results for dates on or after this date. Format: YYYY-MM-DD (e.g., 2024-01-01)'
in: query
name: asOf
schema:
type: string
- description: 'Time period filter for financial reporting periods. Supported values: Q1 (first quarter), Q2 (second quarter), Q3 (third quarter), Q4 (fourth quarter), FY (fiscal year), TTM (trailing twelve months)'
in: query
name: period
schema:
type: string
- description: 'Type of financial report to retrieve. Supported values: TTM (trailing twelve months), A (as originally reported), R (restated values), P (preliminary announcements)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Enhanced fundamentals data with additional metrics and ratios
content:
application/json:
schema:
type: object
'400':
description: Bad request - missing or invalid symbols parameter
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal server error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Company Fundamentals V2.1
tags:
- Fundamentals
/api/v2.1/fundamentals/alphaBeta:
get:
description: Retrieve Alpha and Beta metrics for specified symbols. These metrics indicate volatility and performance relative to the market.
operationId: get-alpha-beta-v21
parameters:
- description: Comma separated list of symbols (e.g., AAPL, MSFT)
in: query
name: symbols
required: true
schema:
type: string
- description: Return results for dates greater than or equal date specified in this parameter (YYYY-MM-DD)
in: query
name: asOf
schema:
type: string
- description: Specifies the time period of the returned results (e.g., Q1, 2023)
in: query
name: period
schema:
type: string
- description: 'Report type: TTM (Trailing Twelve Months), A (As originally reported), R (Restated), P (Preliminary)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Alpha Beta data
content:
application/json:
schema:
type: string
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Get Alpha Beta V2.1
tags:
- Fundamentals
/api/v2.1/fundamentals/assetClassification:
get:
description: Retrieve asset classification details for specified symbols, including sector, industry, and other classification metadata. Useful for portfolio categorization and analysis.
operationId: get-asset-classification-v21
parameters:
- description: Comma separated list of symbols (e.g., AAPL, MSFT)
in: query
name: symbols
required: true
schema:
type: string
- description: Return results for dates greater than or equal date specified in this parameter (YYYY-MM-DD)
in: query
name: asOf
schema:
type: string
- description: Specifies the time period of the returned results (e.g., Q1, 2023)
in: query
name: period
schema:
type: string
- description: 'Report type: TTM (Trailing Twelve Months), A (As originally reported), R (Restated), P (Preliminary)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Asset classification data
content:
application/json:
schema:
type: string
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Get Asset Classification V2.1
tags:
- Fundamentals
/api/v2.1/fundamentals/company:
get:
description: Retrieves detailed company-specific financial data including key metrics, operational statistics, and historical financial performance. Provides a comprehensive view of company financials beyond basic fundamentals.
operationId: get-company-v21
parameters:
- description: Comma-separated list of stock ticker symbols (e.g., AAPL,MSFT,GOOGL). Required.
in: query
name: symbols
required: true
schema:
type: string
- description: 'Filter results for dates on or after this date. Format: YYYY-MM-DD (e.g., 2024-01-01)'
in: query
name: asOf
schema:
type: string
- description: 'Time period filter for financial reporting periods. Supported values: Q1, Q2, Q3, Q4 (quarters), FY (fiscal year), TTM (trailing twelve months)'
in: query
name: period
schema:
type: string
- description: 'Type of financial report. Supported values: TTM (trailing twelve months), A (as originally reported), R (restated values), P (preliminary announcements)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Company financial data
content:
application/json:
schema:
type: object
'400':
description: Bad request - missing or invalid symbols parameter
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal server error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Company Financial Data V2.1
tags:
- Fundamentals
/api/v2.1/fundamentals/companyProfile:
get:
description: Retrieves comprehensive company profile information including business description, industry classification, sector details, headquarters location, key executives, and other corporate metadata. Essential for understanding company background and organizational structure.
operationId: get-company-profile-v21
parameters:
- description: Comma-separated list of stock ticker symbols (e.g., AAPL,MSFT,GOOGL). Required.
in: query
name: symbols
required: true
schema:
type: string
- description: 'Filter results for dates on or after this date. Format: YYYY-MM-DD (e.g., 2024-01-01)'
in: query
name: asOf
schema:
type: string
- description: 'Time period filter for financial reporting periods. Supported values: Q1, Q2, Q3, Q4 (quarters), FY (fiscal year), TTM (trailing twelve months)'
in: query
name: period
schema:
type: string
- description: 'Type of financial report. Supported values: TTM (trailing twelve months), A (as originally reported), R (restated values), P (preliminary announcements)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Company profile data
content:
application/json:
schema:
type: object
'400':
description: Bad request - missing or invalid symbols parameter
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal server error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Company Profile Information V2.1
tags:
- Fundamentals
/api/v2.1/fundamentals/earningRatios:
get:
description: Retrieve earning ratios for a list of symbols. Includes metrics like P/E ratio, EPS, and other earnings-related ratios.
operationId: get-earning-ratios-v21
parameters:
- description: Comma separated list of symbols (e.g., AAPL, MSFT)
in: query
name: symbols
required: true
schema:
type: string
- description: Return results for dates greater than or equal date specified in this parameter (YYYY-MM-DD)
in: query
name: asOf
schema:
type: string
- description: Specifies the time period of the returned results (e.g., Q1, 2023)
in: query
name: period
schema:
type: string
- description: 'Report type: TTM (Trailing Twelve Months), A (As originally reported), R (Restated), P (Preliminary)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Earning ratios data
content:
application/json:
schema:
type: string
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Get Earning Ratios V2.1
tags:
- Fundamentals
/api/v2.1/fundamentals/earningReports:
get:
description: Retrieves detailed earnings reports for specified securities including revenue, earnings per share (EPS), EBITDA, net income, and other key financial results from quarterly and annual reports. Essential for analyzing company financial performance and earnings trends over time.
operationId: get-earnings-reports-v21
parameters:
- description: Comma-separated list of stock ticker symbols (e.g., AAPL,MSFT,GOOGL). Required.
in: query
name: symbols
required: true
schema:
type: string
- description: 'Filter results for dates on or after this date. Format: YYYY-MM-DD (e.g., 2024-01-01)'
in: query
name: asOf
schema:
type: string
- description: 'Time period filter for financial reporting periods. Supported values: Q1, Q2, Q3, Q4 (quarters), FY (fiscal year), TTM (trailing twelve months)'
in: query
name: period
schema:
type: string
- description: 'Type of financial report. Supported values: TTM (trailing twelve months), A (as originally reported), R (restated values), P (preliminary announcements)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Earnings report data
content:
application/json:
schema:
type: object
'400':
description: Bad request - missing or invalid symbols parameter
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal server error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Quarterly and Annual Earnings Reports V2.1
tags:
- Fundamentals
/api/v2.1/fundamentals/financials:
get:
description: Retrieve financial statements for specified symbols. Includes data from balance sheets, income statements, and cash flow statements.
parameters:
- description: Comma separated list of symbols (e.g., AAPL, MSFT)
in: query
name: symbols
required: true
schema:
type: string
- description: Return results for dates greater than or equal date specified in this parameter (YYYY-MM-DD)
in: query
name: asOf
schema:
type: string
- description: Specifies the time period of the returned results (e.g., Q1, 2023)
in: query
name: period
schema:
type: string
- description: 'Report type: TTM (Trailing Twelve Months), A (As originally reported), R (Restated), P (Preliminary)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Financial statements data
content:
application/json:
schema:
items:
type: string
type: array
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Get Financials V2.1
tags:
- Fundamentals
/api/v2.1/fundamentals/operationRatios:
get:
description: Retrieve operation ratios for a list of symbols. Includes metrics like operating margin, profit margin, ROA, ROE, and others.
operationId: get-operation-ratios-v21
parameters:
- description: Comma separated list of symbols (e.g., AAPL, MSFT)
in: query
name: symbols
required: true
schema:
type: string
- description: Return results for dates greater than or equal date specified in this parameter (YYYY-MM-DD)
in: query
name: asOf
schema:
type: string
- description: Specifies the time period of the returned results (e.g., Q1, 2023)
in: query
name: period
schema:
type: string
- description: 'Report type: TTM (Trailing Twelve Months), A (As originally reported), R (Restated), P (Preliminary)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Operation ratios data
content:
application/json:
schema:
type: string
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Get Operation Ratios V2.1
tags:
- Fundamentals
/api/v2.1/fundamentals/shareClass:
get:
description: Retrieve share class information for specific symbols. Returns detailed share structure data including share class IDs, currency, and other related metadata.
parameters:
- description: Comma separated list of symbols (e.g., AAPL, MSFT)
in: query
name: symbols
required: true
schema:
type: string
- description: Return results for dates greater than or equal date specified in this parameter (YYYY-MM-DD)
in: query
name: asOf
schema:
type: string
- description: Specifies the time period of the returned results (e.g., Q1, 2023)
in: query
name: period
schema:
type: string
- description: 'Report type: TTM (Trailing Twelve Months), A (As originally reported), R (Restated), P (Preliminary)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Share class data
content:
application/json:
schema:
type: string
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Get Share Class V2.1
tags:
- Fundamentals
/api/v2.1/fundamentals/shareClassProfile:
get:
description: Retrieve profile information for share classes, providing details about the share class characteristics and associated metadata.
parameters:
- description: Comma separated list of symbols (e.g., AAPL, MSFT)
in: query
name: symbols
required: true
schema:
type: string
- description: Return results for dates greater than or equal date specified in this parameter (YYYY-MM-DD)
in: query
name: asOf
schema:
type: string
- description: Specifies the time period of the returned results (e.g., Q1, 2023)
in: query
name: period
schema:
type: string
- description: 'Report type: TTM (Trailing Twelve Months), A (As originally reported), R (Restated), P (Preliminary)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Share class profile data
content:
application/json:
schema:
type: string
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Get Share Class Profile V2.1
tags:
- Fundamentals
/api/v2.1/fundamentals/valuationRatios:
get:
description: Retrieve valuation ratios for a list of symbols. Includes metrics like P/E, P/B, P/S, and other valuation metrics essential for investment analysis.
operationId: get-valuation-ratios-v21
parameters:
- description: Comma separated list of symbols (e.g., AAPL, MSFT)
in: query
name: symbols
required: true
schema:
type: string
- description: Return results for dates greater than or equal date specified in this parameter (YYYY-MM-DD)
in: query
name: asOf
schema:
type: string
- description: Specifies the time period of the returned results (e.g., Q1, 2023)
in: query
name: period
schema:
type: string
- description: 'Report type: TTM (Trailing Twelve Months), A (As originally reported), R (Restated), P (Preliminary)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Valuation ratios data
content:
application/json:
schema:
type: string
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Get Valuation Ratios V2.1
tags:
- Fundamentals
/api/v2/fundamentals:
get:
description: Retrieves comprehensive financial fundamentals data for specified securities. Returns key financial metrics, ratios, and company information from MorningStar data sources. Use this endpoint to access income statement, balance sheet, and cash flow statement data.
operationId: get-fundamentals-v2
parameters:
- description: Comma-separated list of stock ticker symbols (e.g., AAPL,MSFT,GOOGL). Required.
in: query
name: symbols
required: true
schema:
type: string
- description: 'Filter results for dates on or after this date. Format: YYYY-MM-DD (e.g., 2024-01-01)'
in: query
name: asOf
schema:
type: string
- description: 'Time period filter for financial reporting periods. Supported values: Q1 (first quarter), Q2 (second quarter), Q3 (third quarter), Q4 (fourth quarter), FY (fiscal year), TTM (trailing twelve months)'
in: query
name: period
schema:
type: string
- description: 'Type of financial report to retrieve. Supported values: TTM (trailing twelve months), A (as originally reported), R (restated values), P (preliminary announcements)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Fundamentals data including financial statements and metrics
content:
application/json:
schema:
type: object
'400':
description: Bad request - missing or invalid symbols parameter
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal server error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Company Fundamentals V2
tags:
- Fundamentals
/api/v2/fundamentals/operationRatios:
get:
description: Retrieves operational efficiency ratios and metrics for specified securities. Includes key performance indicators such as asset turnover, inventory turnover, receivables turnover, payables period, and other operational metrics that measure how effectively a company utilizes its assets and manages operations.
operationId: get-operation-ratios-v2
parameters:
- description: Comma-separated list of stock ticker symbols (e.g., AAPL,MSFT,GOOGL). Required.
in: query
name: symbols
required: true
schema:
type: string
- description: 'Filter results for dates on or after this date. Format: YYYY-MM-DD (e.g., 2024-01-01)'
in: query
name: asOf
schema:
type: string
- description: 'Time period filter for financial reporting periods. Supported values: Q1, Q2, Q3, Q4 (quarters), FY (fiscal year), TTM (trailing twelve months)'
in: query
name: period
schema:
type: string
- description: 'Type of financial report. Supported values: TTM (trailing twelve months), A (as originally reported), R (restated values), P (preliminary announcements)'
in: query
name: reportType
schema:
type: string
responses:
'200':
description: Operational efficiency ratios and metrics
content:
application/json:
schema:
type: object
'400':
description: Bad request - missing or invalid symbols parameter
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal server error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Operational Efficiency Ratios V2
tags:
- Fundamentals
/api/v3/fundamentals:
get:
description: Retrieves the latest generation of financial fundamentals data powered by Benzinga's enhanced data pipeline. Provides comprehensive financial statements, metrics, and ratios with improved data quality and coverage. Supports flexible date range queries and relative date specifications.
operationId: get-fundamentals-v3
parameters:
- description: Comma-separated list of stock ticker symbols (e.g., AAPL,MSFT,GOOGL). Required.
in: query
name: symbols
required: true
schema:
type: string
- description: 'Start date for query. Supports multiple formats: YYYY-MM-DD (e.g., 2024-01-01), YTD (year-to-date from Jan 1), or relative dates like 1MONTH/1m/1M (1 month ago), 1WEEK/1w/1W (1 week ago), 1DAY/1d/1D (1 day ago)'
in: query
name: from
schema:
type: string
- description: 'End date for query. Format: YYYY-MM-DD (e.g., 2024-12-31). Returns data up to and including this date. Defaults to current date if not specified.'
in: query
name: to
schema:
type: string
- description: 'Report type filter for financial statements. Supported values: TTM (trailing twelve months), A (as originally reported), R (restated values), P (preliminary announcements)'
in: query
name: date
schema:
type: string
responses:
'200':
description: Latest fundamentals data with enhanced coverage and quality
content:
application/json:
schema:
type: object
'400':
description: Bad request - missing or invalid symbols parameter
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal server error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Company Fundamentals V3
tags:
- Fundamentals
/api/v3/fundamentals/balance-sheet:
get:
description: Retrieve balance sheet data for specified symbols. Includes assets, liabilities, and equity details.
operationId: get-balance-sheet-v3
parameters:
- description: Comma-separated list of stock ticker symbols (e.g., AAPL, MSFT)
in: query
name: symbols
required: true
schema:
type: string
- description: 'Start date for query in YYYY-MM-DD format. Supports: YYYY-MM-DD, YTD (year-to-date), 1MONTH/1m/1M (1 month ago)'
in: query
name: from
schema:
type: string
- description: End date for query in YYYY-MM-DD format. Returns data up to and including this date.
in: query
name: to
schema:
type: string
- description: 'Report type filter. Values: TTM (trailing twelve months), A (as reported), R (restated), P (preliminary)'
in: query
name: date
schema:
type: string
responses:
'200':
description: Balance sheet data
content:
application/json:
schema:
items:
type: string
type: array
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth: []
summary: Get Balance Sheet V3
tags:
- Fundamentals
/api/v3/fundamentals/cash-flow:
get:
description: Retrieve detailed cash flow statement data for specified symbols. Includes operating, investing, and financing cash flows.
parameters:
- description: Comma separated list of symbols (e.g., AAPL, MSFT)
in: query
name: symbols
required: true
schema:
type: string
- description: 'Start date for query in YYYY-MM-DD format. Supports: YYYY-MM-DD, YTD (year-to-date), 1MONTH/1m/1M (1 month ago)'
in: query
name: from
schema:
type: string
- description: End date for query in YYYY-MM-DD format. Returns data up to and including this date.
in: query
name: to
schema:
type: string
- description: 'Report type filter. Values: TTM (trailing twelve months), A (as reported), R (restated), P (preliminary)'
in: query
name: date
schema:
type: string
responses:
'200':
description: Cash flow statement data
content:
application/json:
schema:
items:
type: string
type: array
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
summary: Get Cash Flow V3
tags:
- Fundamentals
/api/v3/fundamentals/derived:
get:
description: Retrieve derived financial figures and ratios for a list of symbols. Includes calculated metrics essential for financial analysis.
operationId: get-derived-figures-and-ratios-v3
parameters:
- description: Comma separated list of symbols (e.g., AAPL, MSFT)
in: query
name: symbols
required: true
schema:
type: string
- description: 'Start date for query in YYYY-MM-DD format. Supports: YYYY-MM-DD, YTD (year-to-date), 1MONTH/1m/1M (1 month ago)'
in: query
name: from
schema:
type: string
- description: End date for query in YYYY-MM-DD format. Returns data up to and including this date.
in: query
name: to
schema:
type: string
- description: 'Report type filter. Values: TTM (trailing twelve months), A (as reported), R (restated), P (preliminary)'
in: query
name: date
schema:
type: string
responses:
'200':
description: Derived figures and ratios data
content:
application/json:
schema:
type: string
'400':
description: Bad Request
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
'500':
description: Internal Server Error
content:
application/json:
schema:
$ref: '#/components/schemas/bzhttp.Resp'
security:
- ApiKeyAuth:
# --- truncated at 32 KB (37 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/benzinga/refs/heads/main/openapi/benzinga-fundamentals-api-openapi.yml