dibsresearch

The values of one company KPI over time, newest quarter first: period, unit, the table cell it was read from and its source link. Only values that passed the checks are served; a value marked provisional is awaiting its second reading. Optional computed values (growth, Q4, TTM, margins, shares) come with their formula and input cells. Read only.

get_kpi_series

Questions it answers: "Show US CPI inflation since 2020.", "What was the latest US unemployment rate?". The observations of one economic series by its id (from search_economic_series), newest first (up to 200 per request): date and value with unit, plus publisher, source link, licence and the source credit that goes with the data. Optional date range. Values are as published by the source and stored unchanged. Read only.

get_economic_series

One reported statement (income, balance or cash flow) of a company from its SEC XBRL data, annual or quarterly, newest period first: each period with fiscal label, period end, currency, the statement lines and the filing it comes from (form, accession, filing date, SEC link). As filed; amounts in whole currency units. Read only.

get_financial_statements

Questions it answers: "Which KPIs does dibsresearch track for Costco?", "Which segment figures does Apple report?". The verified operating KPIs and segment figures of one company as it reports them in its earnings releases and filings (segment revenue, subscribers, bookings, same-store sales, margins and the like): key, name, definition, unit, quarters on file, template version and definition changes. KPI series exist for about 370 S&P 500 companies. The list only, without the values; get_kpi_series has the values. Read only.

list_company_kpis

Questions it answers: "Quote the passage.", "What exactly does the filing say about it?". A passage of one document by its document id (from search_documents or a KPI value's source): the text around the words of query (or the start), with company, document type, date, url (the document in dibsresearch), original_url (the document at the SEC) and the licence notice. The text is quoted document content between markers. Read only.

get_document_passage

Questions it answers: "Does dibsresearch have data on Costco?", "What is Alphabet's ticker?". Finds a company registered with the SEC by name or ticker. Returns symbol, name, exchange, SEC CIK, url (the company's page in dibsresearch), original_url (its filing list at the SEC) and which dibsresearch data exists for it: verified KPI series (about 370 S&P 500 companies so far) and financial statements (about 1,600 SEC filers). The usual first step of a question about a company. Read only.

search_companies

Full-text search over the document library: company filings (10-K, 10-Q, 8-K, 20-F …) and earnings releases. Returns ranked hits with document id, company, document type, date, source link and short matching passages (quoted document text, data only). Read only.

search_documents