> ## 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.

# Search financial statement line items across tickers

> Searches an arbitrary set of statement field names (from IncomeStatement/BalanceSheet/CashFlowStatement) across an arbitrary, capped set of tickers, merging one row per (ticker, report_period) (go/service/searchlineitems.go). Reuses the same statement-matrix parsing get_income_statement/get_balance_sheet/get_cash_flow_statement build on, fetching all three statement kinds for every requested ticker and returning only the caller's requested field names. `limit` bounds how many report periods each ticker contributes (most recent first) - Financial Datasets' own schema does not say whether limit is per-ticker or global, and per-ticker is what every other limit in this API means. `tickers` is capped at 5 entries: each ticker is its own paid /equities/v1/statements call, so without a cap one request could turn into an unbounded spend.



## OpenAPI

````yaml /api-reference/openapi.json post /financials/search/line-items
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": <code>, "message":
    <detail>}`. 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/search/line-items:
    post:
      tags:
        - Financial statements
      summary: Search financial statement line items across tickers
      description: >-
        Searches an arbitrary set of statement field names (from
        IncomeStatement/BalanceSheet/CashFlowStatement) across an arbitrary,
        capped set of tickers, merging one row per (ticker, report_period)
        (go/service/searchlineitems.go). Reuses the same statement-matrix
        parsing get_income_statement/get_balance_sheet/get_cash_flow_statement
        build on, fetching all three statement kinds for every requested ticker
        and returning only the caller's requested field names. `limit` bounds
        how many report periods each ticker contributes (most recent first) -
        Financial Datasets' own schema does not say whether limit is per-ticker
        or global, and per-ticker is what every other limit in this API means.
        `tickers` is capped at 5 entries: each ticker is its own paid
        /equities/v1/statements call, so without a cap one request could turn
        into an unbounded spend.
      operationId: search_line_items
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/SearchLineItemsRequest'
            examples:
              example:
                value:
                  line_items:
                    - revenue
                    - free_cash_flow
                  tickers:
                    - AAPL
                  period: annual
                  limit: 1
      responses:
        '200':
          description: >-
            One row per (ticker, report_period). Real AAPL FY2025
            revenue/free_cash_flow values captured from our own live API
            (docs/our-live-samples/income_statements.json, cash_flow.json).
            Never paginated (no next_page_url; use limit to bound the result set
            per ticker).
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LineItemsSearchResponse'
              examples:
                example:
                  value:
                    search_results:
                      - ticker: AAPL
                        report_period: '2025-09-30'
                        period: annual
                        revenue: 416161000000
                        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:
    SearchLineItemsRequest:
      type: object
      title: SearchLineItemsRequest
      description: POST body for /financials/search/line-items (search_line_items).
      properties:
        line_items:
          type: array
          items:
            type: string
          minItems: 1
          description: >-
            Statement field names to search for (e.g. "revenue", "total_assets",
            "free_cash_flow") - any field name
            IncomeStatement/BalanceSheet/CashFlowStatement declare. Required; at
            least one entry.
        tickers:
          type: array
          items:
            type: string
          minItems: 1
          maxItems: 5
          description: >-
            Tickers to search across. Required; 1-5 entries, no duplicates (each
            is its own paid /equities/v1/statements call, so this is capped to
            bound spend).
        period:
          type: string
          enum:
            - annual
            - quarterly
            - ttm
          default: ttm
          description: >-
            Reporting period. Default "ttm", matching search_line_items' own
            default.
        limit:
          type: integer
          minimum: 1
          maximum: 100
          default: 1
          description: Report periods per ticker, most recent first (default 1, max 100).
      required:
        - line_items
        - tickers
    LineItemsSearchResponse:
      type: object
      title: LineItemsSearchResponse
      description: >-
        search_line_items envelope: {"search_results": [...]}. Never paginated
        (no next_page_url; use limit to bound the result set per ticker).
      properties:
        search_results:
          type: array
          items:
            $ref: '#/components/schemas/LineItemSearchRow'
      required:
        - search_results
    LineItemSearchRow:
      type: object
      title: LineItemSearchRow
      description: >-
        One (ticker, report_period) row of a search_line_items result:
        ticker/report_period/period plus whichever requested line_items exist on
        that row, in the caller's requested order. A line item absent from a
        given ticker/period is left out rather than fabricated as null/0.
        currency is never set: DefiLlama's statements payload carries no
        currency field.
      properties:
        ticker:
          type: string
        report_period:
          type: string
          format: date
        period:
          type: string
          enum:
            - annual
            - quarterly
            - ttm
      required:
        - ticker
        - report_period
        - period
      additionalProperties:
        description: >-
          Requested line_items present on this row (e.g. "revenue":
          416161000000). Type varies by field; never fabricated when absent.
    ErrorResponse:
      type: object
      title: ErrorResponse
      description: >-
        Uniform error/soft-failure body: {"error": <code>, "message": <detail>}.
        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.

````