Polygon Reference:stocks API
The reference:stocks API from Polygon — 2 operation(s) for reference:stocks.
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OpenAPI Specification
openapi: 3.2.0
info:
description: The future of fintech.
title: Polygon Reference:stocks API
version: 1.0.0
servers:
- description: Polygon Platform API
url: https://api.polygon.io
- description: Polygon Platform API (Staging)
url: https://api.staging.polygon.io
security:
- apiKey: []
tags:
- name: reference:stocks
paths:
/v3/reference/splits:
get:
description: Get a list of historical stock splits, including the ticker symbol, the execution date, and the factors of the split ratio.
operationId: ListStockSplits
parameters:
- description: Specify a case-sensitive ticker symbol. For example, AAPL represents Apple Inc.
in: query
name: ticker
schema:
type: string
x-polygon-filter-field:
range: true
type: string
- description: Query by execution date with the format YYYY-MM-DD.
in: query
name: execution_date
schema:
format: date
type: string
x-polygon-filter-field:
range: true
type: string
- description: Query for reverse stock splits. A split ratio where split_from is greater than split_to represents a reverse split. By default this filter is not used.
in: query
name: reverse_split
schema:
type:
- boolean
- 'null'
- description: Range by ticker.
in: query
name: ticker.gte
schema:
type: string
- description: Range by ticker.
in: query
name: ticker.gt
schema:
type: string
- description: Range by ticker.
in: query
name: ticker.lte
schema:
type: string
- description: Range by ticker.
in: query
name: ticker.lt
schema:
type: string
- description: Range by execution_date.
in: query
name: execution_date.gte
schema:
format: date
type: string
- description: Range by execution_date.
in: query
name: execution_date.gt
schema:
format: date
type: string
- description: Range by execution_date.
in: query
name: execution_date.lte
schema:
format: date
type: string
- description: Range by execution_date.
in: query
name: execution_date.lt
schema:
format: date
type: string
- description: Order results based on the `sort` field.
in: query
name: order
schema:
enum:
- asc
- desc
example: asc
type: string
- description: Limit the number of results returned, default is 10 and max is 1000.
in: query
name: limit
schema:
default: 10
example: 10
maximum: 1000
minimum: 1
type: integer
- description: Sort field used for ordering.
in: query
name: sort
schema:
default: execution_date
enum:
- execution_date
- ticker
example: execution_date
type: string
responses:
'200':
content:
application/json:
example:
next_url: https://api.polygon.io/v3/splits/AAPL?cursor=YWN0aXZlPXRydWUmZGF0ZT0yMDIxLTA0LTI1JmxpbWl0PTEmb3JkZXI9YXNjJnBhZ2VfbWFya2VyPUElN0M5YWRjMjY0ZTgyM2E1ZjBiOGUyNDc5YmZiOGE1YmYwNDVkYzU0YjgwMDcyMWE2YmI1ZjBjMjQwMjU4MjFmNGZiJnNvcnQ9dGlja2Vy
request_id: 6a7e466379af0a71039d60cc78e72282
results:
- execution_date: '2020-08-31'
id: E36416cce743c3964c5da63e1ef1626c0aece30fb47302eea5a49c0055c04e8d0
split_from: 1
split_to: 4
ticker: AAPL
- execution_date: '2005-02-28'
id: E90a77bdf742661741ed7c8fc086415f0457c2816c45899d73aaa88bdc8ff6025
split_from: 1
split_to: 2
ticker: AAPL
status: OK
schema:
properties:
next_url:
description: If present, this value can be used to fetch the next page of data.
type: string
request_id:
description: A request id assigned by the server.
type: string
results:
description: An array of results containing the requested data.
items:
properties:
execution_date:
description: The execution date of the stock split. On this date the stock split was applied.
type: string
id:
description: The unique identifier for this stock split.
type: string
split_from:
description: 'The second number in the split ratio.
For example: In a 2-for-1 split, split_from would be 1.'
format: float
type: number
split_to:
description: 'The first number in the split ratio.
For example: In a 2-for-1 split, split_to would be 2.'
format: float
type: number
ticker:
description: The ticker symbol of the stock split.
type: string
required:
- split_from
- split_to
- id
- ticker
- execution_date
type: object
type: array
status:
description: The status of this request's response.
type: string
type: object
text/csv:
example: 'ticker,execution_date,split_from,split_to
AAPL,2020-08-31,1.0,4.0
AAPL,2005-02-28,1.0,2.0
'
schema:
type: string
description: A list of stock splits.
summary: Stock Splits v3
tags:
- reference:stocks
x-polygon-entitlement-data-type:
description: Reference data
name: reference
x-polygon-paginate:
limit:
default: 10
max: 1000
sort:
default: execution_date
enum:
- execution_date
- ticker
/vX/reference/financials:
get:
description: 'Get historical financial data for a stock ticker.
The financials data is extracted from XBRL from company SEC filings using the methodology outlined <a rel="noopener noreferrer nofollow" target="_blank" href="http://xbrl.squarespace.com/understanding-sec-xbrl-financi/">here</a>.'
operationId: ListFinancials
parameters:
- description: Query by company ticker.
in: query
name: ticker
schema:
type: string
- description: Query by central index key (<a rel="noopener noreferrer nofollow" target="_blank" href="https://www.sec.gov/edgar/searchedgar/cik.htm">CIK</a>) Number
in: query
name: cik
schema:
type: string
- description: Query by company name.
in: query
name: company_name
schema:
type: string
x-polygon-filter-field:
search: true
- description: Query by standard industrial classification (<a rel="noopener noreferrer nofollow" target="_blank" href="https://www.sec.gov/corpfin/division-of-corporation-finance-standard-industrial-classification-sic-code-list">SIC</a>)
in: query
name: sic
schema:
type: string
- description: 'Query by the date when the filing with financials data was filed in YYYY-MM-DD format.
Best used when querying over date ranges to find financials based on filings that happen in a time period.
Examples:
To get financials based on filings that have happened after January 1, 2009 use the query param filing_date.gte=2009-01-01
To get financials based on filings that happened in the year 2009 use the query params filing_date.gte=2009-01-01&filing_date.lt=2010-01-01'
in: query
name: filing_date
schema:
format: date
type: string
x-polygon-filter-field:
range: true
- description: The period of report for the filing with financials data in YYYY-MM-DD format.
in: query
name: period_of_report_date
schema:
format: date
type: string
x-polygon-filter-field:
range: true
- description: 'Query by timeframe. Annual financials originate from 10-K filings, and quarterly financials originate from 10-Q filings. Note: Most companies do not file quarterly reports for Q4 and instead include those financials in their annual report, so some companies my not return quarterly financials for Q4'
in: query
name: timeframe
schema:
enum:
- annual
- quarterly
- ttm
type: string
- description: 'Whether or not to include the `xpath` and `formula` attributes for each financial data point.
See the `xpath` and `formula` response attributes for more info. False by default.'
in: query
name: include_sources
schema:
default: false
type: boolean
- description: Search by company_name.
in: query
name: company_name.search
schema:
type: string
- description: Search by filing_date.
in: query
name: filing_date.gte
schema:
format: date
type: string
- description: Search by filing_date.
in: query
name: filing_date.gt
schema:
format: date
type: string
- description: Search by filing_date.
in: query
name: filing_date.lte
schema:
format: date
type: string
- description: Search by filing_date.
in: query
name: filing_date.lt
schema:
format: date
type: string
- description: Search by period_of_report_date.
in: query
name: period_of_report_date.gte
schema:
format: date
type: string
- description: Search by period_of_report_date.
in: query
name: period_of_report_date.gt
schema:
format: date
type: string
- description: Search by period_of_report_date.
in: query
name: period_of_report_date.lte
schema:
format: date
type: string
- description: Search by period_of_report_date.
in: query
name: period_of_report_date.lt
schema:
format: date
type: string
- description: Order results based on the `sort` field.
in: query
name: order
schema:
enum:
- asc
- desc
example: asc
type: string
- description: Limit the number of results returned, default is 10 and max is 100.
in: query
name: limit
schema:
default: 10
example: 10
maximum: 100
minimum: 1
type: integer
- description: Sort field used for ordering.
in: query
name: sort
schema:
default: period_of_report_date
enum:
- filing_date
- period_of_report_date
example: filing_date
type: string
responses:
'200':
content:
application/json:
example:
count: 1
next_url: https://api.polygon.io/vX/reference/financials?
request_id: 55eb92ed43b25568ab0cce159830ea34
results:
- cik: 0001650729
company_name: SiteOne Landscape Supply, Inc.
end_date: '2022-04-03'
filing_date: '2022-05-04'
financials:
balance_sheet:
assets:
label: Assets
order: 100
unit: USD
value: 2407400000
current_assets:
label: Current Assets
order: 200
unit: USD
value: 1385900000
current_liabilities:
label: Current Liabilities
order: 700
unit: USD
value: 597500000
equity:
label: Equity
order: 1400
unit: USD
value: 1099200000
equity_attributable_to_noncontrolling_interest:
label: Equity Attributable To Noncontrolling Interest
order: 1500
unit: USD
value: 0
equity_attributable_to_parent:
label: Equity Attributable To Parent
order: 1600
unit: USD
value: 1099200000
liabilities:
label: Liabilities
order: 600
unit: USD
value: 1308200000
liabilities_and_equity:
label: Liabilities And Equity
order: 1900
unit: USD
value: 2407400000
noncurrent_assets:
label: Noncurrent Assets
order: 300
unit: USD
value: 1021500000
noncurrent_liabilities:
label: Noncurrent Liabilities
order: 800
unit: USD
value: 710700000
cash_flow_statement:
exchange_gains_losses:
label: Exchange Gains/Losses
order: 1000
unit: USD
value: 100000
net_cash_flow:
label: Net Cash Flow
order: 1100
unit: USD
value: -8600000
net_cash_flow_continuing:
label: Net Cash Flow, Continuing
order: 1200
unit: USD
value: -8700000
net_cash_flow_from_financing_activities:
label: Net Cash Flow From Financing Activities
order: 700
unit: USD
value: 150600000
net_cash_flow_from_financing_activities_continuing:
label: Net Cash Flow From Financing Activities, Continuing
order: 800
unit: USD
value: 150600000
net_cash_flow_from_investing_activities:
label: Net Cash Flow From Investing Activities
order: 400
unit: USD
value: -41000000
net_cash_flow_from_investing_activities_continuing:
label: Net Cash Flow From Investing Activities, Continuing
order: 500
unit: USD
value: -41000000
net_cash_flow_from_operating_activities:
label: Net Cash Flow From Operating Activities
order: 100
unit: USD
value: -118300000
net_cash_flow_from_operating_activities_continuing:
label: Net Cash Flow From Operating Activities, Continuing
order: 200
unit: USD
value: -118300000
comprehensive_income:
comprehensive_income_loss:
label: Comprehensive Income/Loss
order: 100
unit: USD
value: 40500000
comprehensive_income_loss_attributable_to_noncontrolling_interest:
label: Comprehensive Income/Loss Attributable To Noncontrolling Interest
order: 200
unit: USD
value: 0
comprehensive_income_loss_attributable_to_parent:
label: Comprehensive Income/Loss Attributable To Parent
order: 300
unit: USD
value: 40500000
other_comprehensive_income_loss:
label: Other Comprehensive Income/Loss
order: 400
unit: USD
value: 40500000
other_comprehensive_income_loss_attributable_to_parent:
label: Other Comprehensive Income/Loss Attributable To Parent
order: 600
unit: USD
value: 8200000
income_statement:
basic_earnings_per_share:
label: Basic Earnings Per Share
order: 4200
unit: USD / shares
value: 0.72
benefits_costs_expenses:
label: Benefits Costs and Expenses
order: 200
unit: USD
value: 768400000
cost_of_revenue:
label: Cost Of Revenue
order: 300
unit: USD
value: 536100000
costs_and_expenses:
label: Costs And Expenses
order: 600
unit: USD
value: 768400000
diluted_earnings_per_share:
label: Diluted Earnings Per Share
order: 4300
unit: USD / shares
value: 0.7
gross_profit:
label: Gross Profit
order: 800
unit: USD
value: 269200000
income_loss_from_continuing_operations_after_tax:
label: Income/Loss From Continuing Operations After Tax
order: 1400
unit: USD
value: 32300000
income_loss_from_continuing_operations_before_tax:
label: Income/Loss From Continuing Operations Before Tax
order: 1500
unit: USD
value: 36900000
income_tax_expense_benefit:
label: Income Tax Expense/Benefit
order: 2200
unit: USD
value: 4600000
interest_expense_operating:
label: Interest Expense, Operating
order: 2700
unit: USD
value: 4300000
net_income_loss:
label: Net Income/Loss
order: 3200
unit: USD
value: 32300000
net_income_loss_attributable_to_noncontrolling_interest:
label: Net Income/Loss Attributable To Noncontrolling Interest
order: 3300
unit: USD
value: 0
net_income_loss_attributable_to_parent:
label: Net Income/Loss Attributable To Parent
order: 3500
unit: USD
value: 32300000
net_income_loss_available_to_common_stockholders_basic:
label: Net Income/Loss Available To Common Stockholders, Basic
order: 3700
unit: USD
value: 32300000
operating_expenses:
label: Operating Expenses
order: 1000
unit: USD
value: 228000000
operating_income_loss:
label: Operating Income/Loss
order: 1100
unit: USD
value: 41200000
participating_securities_distributed_and_undistributed_earnings_loss_basic:
label: Participating Securities, Distributed And Undistributed Earnings/Loss, Basic
order: 3800
unit: USD
value: 0
preferred_stock_dividends_and_other_adjustments:
label: Preferred Stock Dividends And Other Adjustments
order: 3900
unit: USD
value: 0
revenues:
label: Revenues
order: 100
unit: USD
value: 805300000
fiscal_period: Q1
fiscal_year: '2022'
source_filing_file_url: https://api.polygon.io/v1/reference/sec/filings/0001650729-22-000010/files/site-20220403_htm.xml
source_filing_url: https://api.polygon.io/v1/reference/sec/filings/0001650729-22-000010
start_date: '2022-01-03'
status: OK
schema:
properties:
count:
description: The total number of results for this request.
type: integer
next_url:
description: If present, this value can be used to fetch the next page of data.
type: string
request_id:
description: A request id assigned by the server.
type: string
results:
description: An array of results containing the requested data.
items:
properties:
acceptance_datetime:
description: The datetime (EST timezone) the filing was accepted by EDGAR in YYYYMMDDHHMMSS format.
type: string
cik:
description: The CIK number for the company.
type: string
company_name:
description: The company name.
type: string
end_date:
description: The end date of the period that these financials cover in YYYYMMDD format.
type: string
filing_date:
description: The date that the SEC filing which these financials were derived from was made available. Note that this is not necessarily the date when this information became public, as some companies may publish a press release before filing with the SEC.
type: string
financials:
description: Structured financial statements with detailed data points and metadata.
properties:
balance_sheet:
description: 'Balance sheet.
The keys in this object can be any of the fields listed in the Balance Sheet section of the <a target="_blank" href="https://massive.com/blog/financials-api-glossary-of-fields">financials API glossary of terms</a>.'
properties:
'*':
description: An individual financial data point.
properties:
derived_from:
description: 'The list of report IDs (or errata) which were used to derive this data point.
This value is only returned for data points taken directly from XBRL when the `include_sources` query parameter is `true` and if source is SourceInterReportDerived.'
items:
type: string
type: array
formula:
description: 'The name of the formula used to derive this data point from other financial data points.
Information about the formulas can be found <a rel="noopener noreferrer nofollow" target="_blank" href="http://xbrlsite.azurewebsites.net/2020/reporting-scheme/us-gaap/fac/documentation/ImputeRulesList.html">here</a>.
This value is only returned for data points that are not explicitly expressed within the XBRL source file when the `include_sources` query parameter is `true` and if source is SourceIntraReportImpute.'
type: string
label:
description: A human readable label for the financial data point.
type: string
order:
description: An indicator of what order within the statement that you would find this data point.
type: integer
source:
description: 'The source where this data point came from. This will be one of: SourceDirectReport, SourceIntraReportImpute or SourceInterReportDerived.'
type: string
unit:
description: The unit of the financial data point.
type: string
value:
description: The value of the financial data point.
type: number
xpath:
description: 'The <a rel="noopener noreferrer nofollow" target="_blank" href="https://en.wikipedia.org/wiki/XPath">XPath 1.0</a> query that identifies the fact from within the XBRL source file.
This value is only returned for data points taken directly from XBRL when the `include_sources` query parameter is `true` and if source is SourceDirectReport.'
type: string
required:
- label
- order
- value
- unit
type: object
type: object
cash_flow_statement:
description: 'Cash flow statement.
The keys in this object can be any of the fields listed in the Cash Flow Statement section of the <a target="_blank" href="https://massive.com/blog/financials-api-glossary-of-fields">financials API glossary of terms</a>.
See the attributes of the objects within `balance_sheet` for more details.'
type: object
comprehensive_income:
description: 'Comprehensive income.
The keys in this object can be any of the fields listed in the Comprehensive Income section of the <a target="_blank" href="https://massive.com/blog/financials-api-glossary-of-fields">financials API glossary of terms</a>.
See the attributes of the objects within `balance_sheet` for more details.'
type: object
income_statement:
description: 'Income statement.
The keys in this object can be any of the fields listed in the Income Statement section of the <a target="_blank" href="https://massive.com/blog/financials-api-glossary-of-fields">financials API glossary of terms</a>.
See the attributes of the objects within `balance_sheet` for more details.'
type: object
type: object
fiscal_period:
description: Fiscal period of the report according to the company (Q1, Q2, Q3, Q4, or FY).
type: string
fiscal_year:
description: Fiscal year of the report according to the company.
type: string
sic:
description: The Standard Industrial Classification (SIC) code for the company.
type: string
source_filing_file_url:
description: The URL of the specific XBRL instance document within the SEC filing that these financials were derived from.
type: string
source_filing_url:
description: The URL of the SEC filing that these financials were derived from.
type: string
start_date:
description: The start date of the period that these financials cover in YYYYMMDD format.
type: string
tickers:
description: The list of ticker symbols for the company.
items:
type: string
type: array
timeframe:
description: The timeframe of the report (quarterly, annual or ttm).
type: string
required:
- cik
- company_name
- financials
- timeframe
- fiscal_period
type: object
x-polygon-go-type:
name: FinancialReport
type: array
status:
description: The status of this request's response.
type: string
required:
- status
- request_id
- count
- results
type: object
description: FIXME
summary: Stock Financials vX
tags:
- reference:stocks
x-polygon-entitlement-data-type:
description: Reference data
name: reference
x-polygon-experimental: {}
x-polygon-paginate:
limit:
default: 10
max: 100
sort:
default: period_of_report_date
enum:
- filing_date
- period_of_report_date
components:
securitySchemes:
apiKey:
in: query
name: apiKey
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# Full source: https://raw.githubusercontent.com/api-evangelist/polygon/refs/heads/main/openapi/polygon-reference-stocks-api-openapi.yml