Fundamentals dataset
Fundamental data API
Integrate source-linked company facts and point-in-time versions through a consistent API.
Primary source
SEC Company Facts and filing documents
API route
/v3/stocks/{symbol}/fundamentals
Coverage
Explicit by stream
Serving
Rights-aware
What this dataset means
Fundamental data describes a company’s reported financial position and performance. A point-in-time series must preserve the original XBRL concept, unit, period, form, accession, and disclosure time so a later amendment or restatement cannot leak backward into an earlier simulation.
The buyer’s objective is straightforward: Power screening, valuation, and historical factor research. DataCedar keeps the research contract visible so the output can be inspected before it is trusted.
Fields delivered
The endpoint is /v3/stocks/{symbol}/fundamentals. Responses retain deterministic pagination and the metadata needed to connect normalized records to their source run.
How to evaluate a provider
Evaluate taxonomy coverage, custom concepts, version history, pagination, restatement handling, and whether derived metrics cite their inputs.
Accounting concepts, fiscal calendars, units, and issuer extensions vary. A friendly field name does not make every company directly comparable. DataCedar deliberately exposes that boundary in the product rather than leaving customers to infer it from a missing endpoint or a legal footnote.
Failure modes to test before purchase
- Latest-only endpoint.
- Normalization black box.
- Survivorship-biased universe.
- Acquisition access is treated as proof of redistribution rights.
- An empty array cannot distinguish no event from incomplete collection.
Source, freshness, and reproducibility
Source. SEC Company Facts and filing documents. DataCedar stores source identifiers and retrieval runs before normalization, then serves its own stable downstream schema.
Freshness. New filing facts are appended after SEC dissemination; later amendments and restatements create new versions instead of rewriting a saved historical view.
Rights. The open baseline comes from SEC public records with accession-level attribution. Derived ratios are separated from source facts.
Questions, answered.
The research schema includes XBRL taxonomy and concept, reported value and unit, instant or duration period, fiscal year and period, form and accession, filed and known-at timestamps, normalized field when available. Fields remain connected to source, retrieval, coverage, and rights metadata.