KPIs

Get forward guidance

Extracts forward-looking KPI guidance issued by company management from a company’s single most recent matching SEC filing: the latest 10-K for period=annual, or latest 10-Q for period=quarterly (the default). Data comes from document extraction (Context.dev /web/extract), not an internal guidance database - see go/service/kpi.go. segment, low, high, point_estimate, prior_value, and change_direction are declared on KPIGuidanceItem for Financial Datasets schema parity but always omitted: this server’s extraction never asks a filing for them. When no matching filing exists for the ticker, this server answers HTTP 200 with a not_found ErrorResponse body (mirroring the rest of this API’s honest-failure convention) rather than a 404 or an empty list.

GET

kpi

guidance

curl --request GET \
  --url https://financialdatasets.rip/kpi/guidance \
  --header 'X-API-KEY: <api-key>'

const options = {method: 'GET', headers: {'X-API-KEY': '<api-key>'}};

fetch('https://financialdatasets.rip/kpi/guidance', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://financialdatasets.rip/kpi/guidance",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "X-API-KEY: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://financialdatasets.rip/kpi/guidance"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("X-API-KEY", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://financialdatasets.rip/kpi/guidance")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["X-API-KEY"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "kpi_guidance": [
    {
      "ticker": "AAPL",
      "metric_name": "revenue_guidance",
      "value": 132000000000,
      "unit": "USD",
      "period": "Q1 2026",
      "period_type": "quarterly",
      "raw_text": "We expect revenue for the December quarter to be between $131 billion and $133 billion.",
      "source_text": "We expect revenue for the December quarter to be between $131 billion and $133 billion.",
      "source_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000012/aapl-20250927.htm"
    }
  ]
}

Authorizations

X-API-KEY

string

header

required

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.

Query Parameters

ticker

string

required

Uppercase-normalized ticker symbol (1-20 letters/digits/dots/hyphens).

period

enum<string>

default:quarterly

Which filing to extract from: "quarterly" (the latest 10-Q, the default) or "annual" (the latest 10-K).

Available options:

quarterly,

annual

metric_name

string

Restrict the response to one metric name from the extracted set. Omit to return every metric this server extracts from the filing.

report_period_gte

string<date>

Only return rows if the selected filing's report_period is on or after this date (YYYY-MM-DD); otherwise this server returns an empty list rather than searching earlier filings.

report_period_lte

string<date>

Only return rows if the selected filing's report_period is on or before this date (YYYY-MM-DD); otherwise this server returns an empty list rather than searching earlier filings.

limit

integer

default:4

Number of records to retrieve (default: 4, max: 50).

Required range: 1 <= x <= 50

Response

Illustrative shape (no captured live sample committed for this route); values are structural placeholders, not a claim about real reported figures.

Wrapped list envelope: {"kpi_guidance": [...], "next_page_url": "..."}. Page size is 10 records. May instead be a two-key ErrorResponse when no matching 10-K/10-Q exists for the ticker.

kpi_guidance

KPIGuidanceItem · object[]

required

Show child attributes

next_page_url

string<uri>

Get forward guidance

curl --request GET \
  --url https://financialdatasets.rip/kpi/guidance \
  --header 'X-API-KEY: <api-key>'

const options = {method: 'GET', headers: {'X-API-KEY': '<api-key>'}};

fetch('https://financialdatasets.rip/kpi/guidance', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://financialdatasets.rip/kpi/guidance",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "GET",
  CURLOPT_HTTPHEADER => [
    "X-API-KEY: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"net/http"
	"io"
)

func main() {

	url := "https://financialdatasets.rip/kpi/guidance"

	req, _ := http.NewRequest("GET", url, nil)

	req.Header.Add("X-API-KEY", "<api-key>")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

require 'uri'
require 'net/http'

url = URI("https://financialdatasets.rip/kpi/guidance")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Get.new(url)
request["X-API-KEY"] = '<api-key>'

response = http.request(request)
puts response.read_body

{
  "kpi_guidance": [
    {
      "ticker": "AAPL",
      "metric_name": "revenue_guidance",
      "value": 132000000000,
      "unit": "USD",
      "period": "Q1 2026",
      "period_type": "quarterly",
      "raw_text": "We expect revenue for the December quarter to be between $131 billion and $133 billion.",
      "source_text": "We expect revenue for the December quarter to be between $131 billion and $133 billion.",
      "source_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000012/aapl-20250927.htm"
    }
  ]
}

Financial statements

Financial metrics

Earnings

Filings

Prices

News

Insider trades

Screener

Company

KPIs

Not implemented

Macroeconomics

Index funds

Institutional holdings

Ownership

Get forward guidance

Authorizations

Query Parameters

Response