> ## Documentation Index > Fetch the complete documentation index at: https://docs.financialdatasets.rip/llms.txt > Use this file to discover all available pages before exploring further. # Get all financial statements > Fetches a company's income statement, balance sheet, and cash flow statement together in one call, composed into {"financials": {...}} (go/service/allfinancials.go). Shares get_income_statement/get_balance_sheet/get_cash_flow_statement's own period/limit/report_period* validation (parseStatementArgs) and the same annual-vs-ttm REST default note below, but fetches the shared /equities/v1/statements + /equities/v1/filings payload once and fans the three per-kind record builds out over goroutines, rather than three separate paid calls: composing this from the three individual routes would cost 3x. period default note: like the three individual statement routes, this REST route always fills a period value before calling the underlying capability, so an omitted `period` query parameter defaults to "annual" here, not the capability's own "ttm" default. Pass `period=ttm` explicitly for trailing-twelve-month rows. cik and filing_date* filtering are not forwarded by this REST route (see docs/openapi-notes.md's documented REST-vs-tool deviations for the three individual statement routes; the same gap applies here). ## OpenAPI ````yaml /api-reference/openapi.json get /financials openapi: 3.1.0 info: title: Monid Finance API version: 1.0.0 summary: A Financial Datasets-compatible finance REST API backed by Monid providers. description: >- US equities fundamentals, prices, filings, news, insider trades, and a stock screener, generated faithfully from this repository's Go source (go/httpapi/rest.go, go/service, go/fd). This server is drop-in compatible with the Financial Datasets REST and MCP interface: the same route shapes, the same query parameters, and response objects whose field names and field order match the Financial Datasets contract, captured 2026-09-04. It is an independent, Monid-backed implementation; it is not affiliated with or endorsed by Financial Datasets, and no Financial Datasets data or outputs are used. **Bring your own Monid API key.** Every request carries the caller's own key in the `X-API-KEY` header. Usage bills that caller's own Monid wallet; this server never stores or logs the key. Get a key at https://monid.ai. **Coverage.** All 54 Financial Datasets REST paths are registered. all 54 return data; most call live Monid providers, and a handful (the static catalogs and the accept-universe coverage lists; see each operation's description) never call Monid at all. Every registered path answers from a live source; there are no not_implemented stubs. /kpi/metrics/sectors returns the screener provider's own industry taxonomy and /index-funds/tickers the upstream fund universe, both scraped through Monid on demand. See docs/compatibility.md for every deliberate deviation and docs/openapi-notes.md for how this document was derived. **Errors and soft failures.** Every failure — real HTTP error and zero-cost soft failure alike — uses the two-key body `{"error": , "message": }`. Some routes answer `not_found` with HTTP 200 rather than a 4xx status (see each operation's description). **Pagination.** List routes return a wrapped envelope (e.g. `{"income_statements": [...], "next_page_url": "..."}`) with opaque, server-minted base64url `cursor` tokens. Pages hold 10 records (100 for /prices). `next_page_url` is an absolute URL on this deployment's own host, present only when more records remain. **Ticker coverage lists are accept-universes, not data-coverage claims.** The eight `*/tickers` routes (e.g. /company/facts/tickers, /kpi/metrics/tickers) all answer from the same ~3,227-ticker US equity catalog: the tickers a route will ACCEPT as input, never a promise that every one of them has data for that particular dataset - this server has not measured per-dataset coverage. Their own `limit` (default 1000, max 5000) and `cursor` query parameters page through that shared universe independently of every other route's pagination convention above. contact: url: https://docs.financialdatasets.rip license: name: MIT identifier: MIT servers: - url: https://financialdatasets.rip description: Production (Fly.io). security: - ApiKeyAuth: [] tags: - name: Financial statements description: Income statements, balance sheets, cash flow statements. - name: Financial metrics description: Historical financial metrics and the live snapshot. - name: Earnings description: Earnings records composed from SEC filing events. - name: Filings description: SEC filing index and extracted filing sections. - name: Prices description: Historical OHLCV prices and the live price snapshot. - name: News description: Ticker-matched news. - name: Insider trades description: SEC Form 4 insider trading transactions. - name: Screener description: Stock screener and its executable filter catalog. - name: Company description: Company facts. - name: KPIs description: >- KPI-taxonomy metrics, forward guidance, and non-GAAP metrics extracted from SEC filings. - name: Macroeconomics description: Central bank policy interest rates. - name: Index funds description: ETF / index-fund holdings. - name: Institutional holdings description: SEC Form 13F institutional-holdings rows. - name: Ownership description: Insider, beneficial (13D/13G) and activist ownership state. - name: Not implemented description: >- Routes registered for Financial Datasets route parity; always a zero-cost not_implemented stub today. paths: /financials: get: tags: - Financial statements summary: Get all financial statements description: >- Fetches a company's income statement, balance sheet, and cash flow statement together in one call, composed into {"financials": {...}} (go/service/allfinancials.go). Shares get_income_statement/get_balance_sheet/get_cash_flow_statement's own period/limit/report_period* validation (parseStatementArgs) and the same annual-vs-ttm REST default note below, but fetches the shared /equities/v1/statements + /equities/v1/filings payload once and fans the three per-kind record builds out over goroutines, rather than three separate paid calls: composing this from the three individual routes would cost 3x. period default note: like the three individual statement routes, this REST route always fills a period value before calling the underlying capability, so an omitted `period` query parameter defaults to "annual" here, not the capability's own "ttm" default. Pass `period=ttm` explicitly for trailing-twelve-month rows. cik and filing_date* filtering are not forwarded by this REST route (see docs/openapi-notes.md's documented REST-vs-tool deviations for the three individual statement routes; the same gap applies here). operationId: get_all_financials parameters: - name: ticker in: query required: true schema: type: string description: >- Uppercase-normalized ticker symbol (1-20 letters/digits/dots/hyphens). - name: period in: query required: false schema: type: string enum: - annual - quarterly - ttm default: annual description: >- Reporting period. REST-level default is "annual" (see description); the capability's own default is "ttm". - name: limit in: query required: false schema: type: integer minimum: 1 maximum: 100 default: 4 description: >- Report periods per statement kind, most recent first (default 4, max 100). - name: as_reported in: query required: false schema: type: boolean default: false description: >- Accepted for FD parameter parity but always rejected: as_reported=true answers 400 bad_request ("as_reported is not supported; use the normalized financials endpoint") at zero cost. - name: report_period in: query required: false schema: type: string format: date description: Exact report_period date filter (YYYY-MM-DD). - name: report_period_gte in: query required: false schema: type: string format: date description: report_period >= this date (YYYY-MM-DD, inclusive). - name: report_period_lte in: query required: false schema: type: string format: date description: report_period <= this date (YYYY-MM-DD, inclusive). - name: report_period_gt in: query required: false schema: type: string format: date description: report_period > this date (YYYY-MM-DD, exclusive). - name: report_period_lt in: query required: false schema: type: string format: date description: report_period < this date (YYYY-MM-DD, exclusive). - name: cursor in: query required: false schema: type: string description: 'Not used: this route is never paginated (see AllFinancialsResponse).' responses: '200': description: >- Composed income/balance/cash-flow statements for one ticker. Real AAPL FY2025 annual values captured from our own live API (docs/our-live-samples/income_statements.json, balance_sheets.json, cash_flow.json). content: application/json: schema: $ref: '#/components/schemas/AllFinancialsResponse' examples: example: value: financials: income_statements: - ticker: AAPL report_period: '2025-09-30' fiscal_period: FY2025 period: annual revenue: 416161000000 cost_of_revenue: 220960000000 gross_profit: 195201000000 operating_expense: 62151000000 research_and_development: 34550000000 operating_income: 133050000000 ebit: 133050000000 income_tax_expense: 20719000000 net_income: 112010000000 net_income_common_stock: 112010000000 earnings_per_share: 7.49 earnings_per_share_diluted: 7.46 weighted_average_shares: 14948500000 weighted_average_shares_diluted: 14948500000 balance_sheets: - ticker: AAPL report_period: '2025-09-30' fiscal_period: FY2025 period: annual total_assets: 359241000000 current_assets: 147957000000 cash_and_equivalents: 35934000000 inventory: 5718000000 trade_and_non_trade_receivables: 39777000000 non_current_assets: 211284000000 total_liabilities: 285508000000 current_liabilities: 165631000000 current_debt: 20329000000 non_current_liabilities: 119877000000 non_current_debt: 78328000000 shareholders_equity: 73733000000 retained_earnings: -14264000000 cash_flow_statements: - ticker: AAPL report_period: '2025-09-27' fiscal_period: FY2025 period: annual accession_number: 0000320193-25-000079 form_type: 10-K filing_url: >- https://www.sec.gov/Archives/edgar/data/0000320193/000032019325000079/aapl-20250927.htm filing_date: '2025-10-31' net_income: 112010000000 depreciation_and_amortization: 11698000000 net_cash_flow_from_operations: 111482000000 capital_expenditure: 12715000000 net_cash_flow_from_investing: 15195000000 dividends_and_other_cash_distributions: 15421000000 net_cash_flow_from_financing: -120686000000 change_in_cash_and_equivalents: 5991000000 free_cash_flow: 98767000000 '400': $ref: '#/components/responses/BadRequest' '401': $ref: '#/components/responses/Unauthorized' '402': $ref: '#/components/responses/PaymentRequired' '429': $ref: '#/components/responses/TooManyRequests' '502': $ref: '#/components/responses/BadGateway' '504': $ref: '#/components/responses/GatewayTimeout' components: schemas: AllFinancialsResponse: type: object title: AllFinancialsResponse description: >- get_all_financials envelope: {"financials": {"income_statements": [...], "balance_sheets": [...], "cash_flow_statements": [...]}}. Never paginated (no next_page_url); use `limit` to bound each statement kind's record count. Composes the same three fetches get_income_statement/get_balance_sheet/get_cash_flow_statement each make individually, but fetches the shared /equities/v1/statements + /equities/v1/filings payload once and fans the three record builds out over goroutines, rather than three separate paid calls (go/service/allfinancials.go). properties: financials: type: object properties: income_statements: type: array items: $ref: '#/components/schemas/IncomeStatement' balance_sheets: type: array items: $ref: '#/components/schemas/BalanceSheet' cash_flow_statements: type: array items: $ref: '#/components/schemas/CashFlowStatement' required: - income_statements - balance_sheets - cash_flow_statements required: - financials IncomeStatement: type: object title: IncomeStatement description: >- One income statement record. Field order matches the Go struct declaration in go/fd/types.go, which is the JSON key order this server emits. Every field is a pointer with omitempty in the Go source: unsourced values are omitted from the response, never nulled or fabricated. properties: ticker: type: string description: Uppercase ticker symbol. report_period: type: string description: Reporting period end date (YYYY-MM-DD). format: date fiscal_period: type: string description: Fiscal-period label (e.g. FY2025, 2025-Q3). Omitted for ttm rows. period: type: string description: 'Echoes the requested period: annual, quarterly, or ttm.' currency: type: string description: Reporting currency. Always USD (US equities only). accession_number: type: string description: >- SEC EDGAR accession number of the source filing. Omitted for ttm rows or when the filings join has no match. form_type: type: string description: >- SEC form type of the source filing (10-K or 10-Q). Omitted for ttm rows. filing_url: type: string description: SEC EDGAR filing index URL. Omitted for ttm rows. format: uri filing_date: type: string description: Date the source filing was filed with the SEC. Omitted for ttm rows. format: date filing_datetime: type: string description: >- Filing acceptance timestamp. Declared for Financial-Datasets-contract parity, but no provider integration in this codebase currently sets this field on any record type; always omitted in practice today. format: date-time revenue: type: number description: Total revenue. cost_of_revenue: type: number description: Cost of revenue. gross_profit: type: number description: Gross profit. operating_expense: type: number description: Total operating expense. selling_general_and_administrative_expenses: type: number description: SG&A expense, when the source statement itemizes it. research_and_development: type: number description: R&D expense, when the source statement itemizes it. operating_income: type: number description: Operating income. interest_expense: type: number description: Non-operating interest expense, when itemized. ebit: type: number description: Earnings before interest and taxes. income_tax_expense: type: number description: Income tax expense. net_income_discontinued_operations: type: number description: Not sourced by the validated route; always omitted today. net_income_non_controlling_interests: type: number description: Not sourced by the validated route; always omitted today. net_income: type: number description: Net income. net_income_common_stock: type: number description: Net income attributable to common stock. preferred_dividends_impact: type: number description: Preferred dividend impact on net income to common. consolidated_income: type: number description: Consolidated net income. earnings_per_share: type: number description: Basic earnings per share. earnings_per_share_diluted: type: number description: Diluted earnings per share. dividends_per_common_share: type: number description: Dividends declared per common share. weighted_average_shares: type: number description: Weighted average basic shares outstanding. weighted_average_shares_diluted: type: number description: Weighted average diluted shares outstanding. BalanceSheet: type: object title: BalanceSheet description: >- One balance sheet record. Field order matches the Go struct declaration in go/fd/types.go. Every field is a pointer with omitempty in the Go source: unsourced values are omitted from the response, never nulled or fabricated. properties: ticker: type: string description: Uppercase ticker symbol. report_period: type: string description: Reporting period end date (YYYY-MM-DD). format: date fiscal_period: type: string description: Fiscal-period label. Omitted for ttm rows. period: type: string description: 'Echoes the requested period: annual, quarterly, or ttm.' currency: type: string description: Reporting currency. Always USD. accession_number: type: string description: >- SEC EDGAR accession number of the source filing. Omitted for ttm rows. form_type: type: string description: SEC form type of the source filing. Omitted for ttm rows. filing_url: type: string description: SEC EDGAR filing index URL. Omitted for ttm rows. format: uri filing_date: type: string description: Date the source filing was filed. Omitted for ttm rows. format: date filing_datetime: type: string description: >- Filing acceptance timestamp. Declared for Financial-Datasets-contract parity, but no provider integration in this codebase currently sets this field on any record type; always omitted in practice today. format: date-time total_assets: type: number description: Total assets. current_assets: type: number description: Total current assets. cash_and_equivalents: type: number description: Cash and cash equivalents. inventory: type: number description: Inventory, when itemized. current_investments: type: number description: Not sourced by the validated route; always omitted today. trade_and_non_trade_receivables: type: number description: Accounts receivable, when itemized. non_current_assets: type: number description: Total non-current assets. property_plant_and_equipment: type: number description: PP&E, when itemized. goodwill_and_intangible_assets: type: number description: Goodwill and intangible assets, when itemized. investments: type: number description: Not sourced by the validated route; always omitted today. non_current_investments: type: number description: Not sourced by the validated route; always omitted today. outstanding_shares: type: number description: Basic shares outstanding at period end. tax_assets: type: number description: Not sourced by the validated route; always omitted today. total_liabilities: type: number description: Total liabilities. current_liabilities: type: number description: Total current liabilities. current_debt: type: number description: Short-term debt, when itemized. trade_and_non_trade_payables: type: number description: Not sourced by the validated route; always omitted today. deferred_revenue: type: number description: Not sourced by the validated route; always omitted today. deposit_liabilities: type: number description: Not sourced by the validated route; always omitted today. non_current_liabilities: type: number description: Total non-current liabilities. non_current_debt: type: number description: Long-term debt, when itemized. tax_liabilities: type: number description: Not sourced by the validated route; always omitted today. shareholders_equity: type: number description: Total shareholders' equity. retained_earnings: type: number description: Retained earnings, when itemized. accumulated_other_comprehensive_income: type: number description: Not sourced by the validated route; always omitted today. total_debt: type: number description: Total debt. CashFlowStatement: type: object title: CashFlowStatement description: >- One cash flow statement record. Field order matches the Go struct declaration in go/fd/types.go. Every field is a pointer with omitempty in the Go source: unsourced values are omitted from the response, never nulled or fabricated. properties: ticker: type: string description: Uppercase ticker symbol. report_period: type: string description: Reporting period end date (YYYY-MM-DD). format: date fiscal_period: type: string description: Fiscal-period label. Omitted for ttm rows. period: type: string description: 'Echoes the requested period: annual, quarterly, or ttm.' currency: type: string description: Reporting currency. Always USD. accession_number: type: string description: >- SEC EDGAR accession number of the source filing. Omitted for ttm rows. form_type: type: string description: SEC form type of the source filing. Omitted for ttm rows. filing_url: type: string description: SEC EDGAR filing index URL. Omitted for ttm rows. format: uri filing_date: type: string description: Date the source filing was filed. Omitted for ttm rows. format: date filing_datetime: type: string description: >- Filing acceptance timestamp. Declared for Financial-Datasets-contract parity, but no provider integration in this codebase currently sets this field on any record type; always omitted in practice today. format: date-time net_income: type: number description: Net income. depreciation_and_amortization: type: number description: Depreciation and amortization. share_based_compensation: type: number description: Share-based compensation, when itemized. net_cash_flow_from_operations: type: number description: Net cash flow from operating activities. capital_expenditure: type: number description: Capital expenditure, when itemized. business_acquisitions_and_disposals: type: number description: Not sourced by the validated route; always omitted today. investment_acquisitions_and_disposals: type: number description: Not sourced by the validated route; always omitted today. net_cash_flow_from_investing: type: number description: Net cash flow from investing activities. issuance_or_repayment_of_debt_securities: type: number description: Not sourced by the validated route; always omitted today. issuance_or_purchase_of_equity_shares: type: number description: Not sourced by the validated route; always omitted today. dividends_and_other_cash_distributions: type: number description: Common dividends paid, when itemized. net_cash_flow_from_financing: type: number description: Net cash flow from financing activities. change_in_cash_and_equivalents: type: number description: Net change in cash and cash equivalents. effect_of_exchange_rate_changes: type: number description: Not sourced by the validated route; always omitted today. ending_cash_balance: type: number description: Ending cash balance. free_cash_flow: type: number description: Free cash flow. ErrorResponse: type: object title: ErrorResponse description: >- Uniform error/soft-failure body: {"error": , "message": }. Used both for real HTTP error statuses and for 200 OK "not_found"/"not_implemented" soft failures that this API never bills for. properties: error: type: string description: >- Machine-readable error code, e.g. bad_request, unauthorized, payment_required, rate_limited, upstream_error, upstream_schema_changed, upstream_timeout, unsupported, invalid_cursor, not_found, not_implemented. message: type: string description: Human-readable detail. required: - error - message responses: BadRequest: description: >- 400 Bad Request. Validation failed before any paid Monid call was made (bad_request), or the request is well-formed but names a capability this server deliberately rejects (unsupported), e.g. as_reported=true or a non-USD currency. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: bad_request: summary: Validation failure value: error: bad_request message: ticker must be 1-20 letters, digits, dots, or hyphens unsupported: summary: Deliberately rejected capability value: error: unsupported message: >- as_reported is not supported by the Monid-backed server; as_reported=True cannot be answered honestly. invalid_cursor: summary: Malformed pagination cursor value: error: invalid_cursor message: cursor is not a valid opaque pagination token Unauthorized: description: >- 401 Unauthorized. The X-API-KEY header was missing, empty, or contained control characters, or (if the operator configured an allowlist) the key is not on it. This check runs before any Monid call. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: unauthorized: value: error: unauthorized message: Missing or invalid API key. PaymentRequired: description: >- 402 Payment Required. The caller's own Monid wallet could not cover the call (Monid returned a blocked/insufficient-funds result). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: payment_required: value: error: payment_required message: 'Monid run blocked: insufficient wallet balance.' TooManyRequests: description: >- 429 Too Many Requests. Per-API-key token-bucket rate limit exceeded (default 60/min per key; 10/min for keyless demo traffic, where enabled). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: rate_limited: value: error: rate_limited message: Rate limit exceeded. Retry shortly. BadGateway: description: >- 502 Bad Gateway. The upstream Monid provider call failed for a reason other than auth/funds/timeout (upstream_error), or its payload no longer matches the shape this server parses (upstream_schema_changed). content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: upstream_error: summary: Generic upstream failure value: error: upstream_error message: provider returned HTTP 500 upstream_schema_changed: summary: Upstream payload shape drifted value: error: upstream_schema_changed message: provider payload is not valid JSON GatewayTimeout: description: 504 Gateway Timeout. The upstream Monid provider call timed out. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: upstream_timeout: value: error: upstream_timeout message: provider request timed out securitySchemes: ApiKeyAuth: type: apiKey in: header name: X-API-KEY description: >- The caller's own Monid API key (get one at https://monid.ai?fpr=dhruv-15136b). Passed straight through to Monid on every call, so usage bills the caller's own wallet — this is never a shared server-side credential, and the server never logs or stores it. Missing, empty, or malformed values answer 401 unauthorized before any paid call is attempted. ````