Daloopa

Daloopa Series API

The Series API from Daloopa — 1 operation(s) for series.

Documentation GitHub OpenAPI

Operations 1

GET /api/v3/companies/series Get Company Series Data #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Daloopa Series API
  version: 2.0.0
  description: Comprehensive API for financial data and analytics
  contact:
    name: Daloopa API Support
    email: api-support@daloopa.com
  license:
    name: Proprietary
servers:
- url: https://app.daloopa.com
  description: Production
tags:
- name: Series
paths:
  /api/v3/companies/series:
    get:
      operationId: company_series_list
      description: Retrieve financial series data for a specific company with optional filtering
      summary: Get Company Series Data
      parameters:
      - in: query
        name: calendar_periods
        schema:
          type: array
          items:
            type: string
        description: List of calendar periods to restrict returned series values (e.g., 2023Q1, 2023Q2). Mutually exclusive with `fiscal_periods` and `periods`.
        examples:
          RecentQuarters:
            value:
            - 2023Q4
            - 2024Q1
            summary: Recent quarters
      - in: query
        name: company_id
        schema:
          type: integer
        description: Unique identifier for the company
        required: true
        examples:
          AppleInc.:
            value: 2
            summary: Apple Inc.
      - in: query
        name: fiscal_periods
        schema:
          type: array
          items:
            type: string
        description: List of fiscal periods to restrict returned series values (e.g., 2023Q1, 2023Q2). Mutually exclusive with `calendar_periods` and `periods`.
        examples:
          RecentQuarters:
            value:
            - 2023Q4
            - 2024Q1
            summary: Recent quarters
      - in: query
        name: include_derived
        schema:
          type: boolean
        description: Whether to include derived series. `true` = include derived series, `false` = exclude derived series, omit for default behavior (excludes derived).
        examples:
          IncludeDerived:
            value: true
            summary: Include Derived
          ExcludeDerived:
            value: false
            summary: Exclude Derived
      - in: query
        name: keywords
        schema:
          type: array
          items:
            type: string
        description: List of keywords to filter series (max 15)
        examples:
          Revenue:
            value:
            - revenue
            - sales
            - income
          Balance:
            value:
            - assets
            - liabilities
            - equity
      - in: query
        name: periods
        schema:
          type: array
          items:
            type: string
        description: 'Deprecated: use `calendar_periods`. List of calendar periods (e.g., 2023Q1, 2023Q2).'
        deprecated: true
        examples:
          RecentQuarters:
            value:
            - 2023Q4
            - 2024Q1
            summary: Recent quarters
      tags:
      - Series
      security:
      - apiKeyAuth: []
      responses:
        '200':
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/CompanySeriesResponse'
              examples:
                SuccessfulResponse:
                  value:
                  - - id: 12345
                      full_series_name: Income Statement | Net sales | Net product sales
                      row_number: 4
                      hierarchy:
                      - level: 1
                        label: Income Statement
                      - level: 2
                        label: Net sales
                      - level: 3
                        label: Net product sales
                    - id: 12346
                      full_series_name: Income Statement | Gross Profit
                      row_number: 10
                      hierarchy:
                      - level: 1
                        label: Income Statement
                      - level: 2
                        label: Gross Profit
                    - id: 12347
                      full_series_name: Income Statement | Net Income
                      row_number: 25
                      hierarchy:
                      - level: 1
                        label: Income Statement
                      - level: 2
                        label: Net Income
                  summary: Successful response
          description: ''
        '400':
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: object
                  status_code:
                    type: integer
                  message:
                    type: string
          description: ''
        '401':
          content:
            application/json:
              schema:
                type: object
                properties:
                  detail:
                    type: string
          description: ''
        '429':
          content:
            application/json:
              schema:
                type: object
                properties:
                  detail:
                    type: string
          description: ''
components:
  schemas:
    CompanySeriesResponse:
      type: object
      description: 'Serializer for the response of CompanySeriesService.get_company_series method.

        Represents a single series item from the company''s Excel model.'
      properties:
        id:
          type: integer
          description: Unique identifier for the series/excel tag
        full_series_name:
          type: string
          description: Full descriptive name of the financial series (e.g., 'Total Revenue', 'Net Income')
        row_number:
          type:
          - string
          - 'null'
          description: Row position of the series in the source Excel model
        hierarchy:
          type: array
          items:
            $ref: '#/components/schemas/HierarchyLevel'
          readOnly: true
          description: Structured breakdown of the series name into hierarchical levels
      required:
      - full_series_name
      - hierarchy
      - id
      - row_number
    HierarchyLevel:
      type: object
      properties:
        level:
          type: integer
          description: Depth level in the hierarchy (1-based)
        label:
          type: string
          description: Label for this hierarchy level
      required:
      - label
      - level
  securitySchemes:
    apiKeyAuth:
      type: http
      scheme: basic
      description: 'Basic authentication with base64-encoded credentials. Format: "Basic base64(email:apiKey)"'