intrinio-sdk 1.0.0
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- checksums.yaml +7 -0
- data/Gemfile +7 -0
- data/README.md +176 -0
- data/Rakefile +8 -0
- data/docs/ApiResponseCompanies.md +9 -0
- data/docs/ApiResponseCompanyFilings.md +10 -0
- data/docs/ApiResponseCompanyFundamentals.md +10 -0
- data/docs/ApiResponseCompanyHistoricalData.md +10 -0
- data/docs/ApiResponseCompanyNews.md +10 -0
- data/docs/ApiResponseCompanySecurities.md +10 -0
- data/docs/ApiResponseDataTags.md +9 -0
- data/docs/ApiResponseEconomicIndexHistoricalData.md +10 -0
- data/docs/ApiResponseEconomicIndices.md +9 -0
- data/docs/ApiResponseFilings.md +9 -0
- data/docs/ApiResponseHistoricalData.md +9 -0
- data/docs/ApiResponseNews.md +9 -0
- data/docs/ApiResponseReportedFinancials.md +10 -0
- data/docs/ApiResponseSICIndexHistoricalData.md +10 -0
- data/docs/ApiResponseSICIndices.md +9 -0
- data/docs/ApiResponseSecurities.md +9 -0
- data/docs/ApiResponseSecurityHistoricalData.md +10 -0
- data/docs/ApiResponseSecurityStockPriceAdjustments.md +10 -0
- data/docs/ApiResponseSecurityStockPrices.md +10 -0
- data/docs/ApiResponseStandardizedFinancials.md +10 -0
- data/docs/ApiResponseStockExchangeSecurities.md +10 -0
- data/docs/ApiResponseStockExchangeStockPriceAdjustments.md +10 -0
- data/docs/ApiResponseStockExchangeStockPrices.md +10 -0
- data/docs/ApiResponseStockExchanges.md +9 -0
- data/docs/ApiResponseStockMarketIndexHistoricalData.md +10 -0
- data/docs/ApiResponseStockMarketIndices.md +9 -0
- data/docs/Company.md +39 -0
- data/docs/CompanyApi.md +659 -0
- data/docs/CompanyFiling.md +17 -0
- data/docs/CompanyNews.md +13 -0
- data/docs/CompanyNewsSummary.md +12 -0
- data/docs/CompanySummary.md +12 -0
- data/docs/DataPointApi.md +96 -0
- data/docs/DataTag.md +17 -0
- data/docs/DataTagApi.md +184 -0
- data/docs/DataTagSummary.md +11 -0
- data/docs/EconomicIndex.md +19 -0
- data/docs/EconomicIndexSummary.md +18 -0
- data/docs/Filing.md +17 -0
- data/docs/FilingApi.md +142 -0
- data/docs/FilingSummary.md +16 -0
- data/docs/Fundamental.md +16 -0
- data/docs/FundamentalSummary.md +15 -0
- data/docs/FundamentalsApi.md +181 -0
- data/docs/HistoricalData.md +9 -0
- data/docs/HistoricalDataApi.md +64 -0
- data/docs/IndexApi.md +800 -0
- data/docs/ReportedFinancial.md +9 -0
- data/docs/ReportedTag.md +14 -0
- data/docs/SICIndex.md +12 -0
- data/docs/Security.md +34 -0
- data/docs/SecurityApi.md +420 -0
- data/docs/SecurityScreenClause.md +10 -0
- data/docs/SecurityScreenGroup.md +10 -0
- data/docs/SecurityScreenResult.md +9 -0
- data/docs/SecurityScreenResultData.md +10 -0
- data/docs/SecuritySummary.md +17 -0
- data/docs/StandardizedFinancial.md +9 -0
- data/docs/StockExchange.md +17 -0
- data/docs/StockExchangeApi.md +267 -0
- data/docs/StockMarketIndex.md +17 -0
- data/docs/StockMarketIndexSummary.md +16 -0
- data/docs/StockPrice.md +21 -0
- data/docs/StockPriceAdjustment.md +12 -0
- data/docs/StockPriceAdjustmentSummary.md +13 -0
- data/docs/StockPriceSummary.md +20 -0
- data/git_push.sh +55 -0
- data/intrinio-sdk.gemspec +45 -0
- data/lib/intrinio-sdk.rb +105 -0
- data/lib/intrinio-sdk/api/company_api.rb +885 -0
- data/lib/intrinio-sdk/api/data_point_api.rb +141 -0
- data/lib/intrinio-sdk/api/data_tag_api.rb +251 -0
- data/lib/intrinio-sdk/api/filing_api.rb +192 -0
- data/lib/intrinio-sdk/api/fundamentals_api.rb +261 -0
- data/lib/intrinio-sdk/api/historical_data_api.rb +100 -0
- data/lib/intrinio-sdk/api/index_api.rb +1079 -0
- data/lib/intrinio-sdk/api/security_api.rb +568 -0
- data/lib/intrinio-sdk/api/stock_exchange_api.rb +353 -0
- data/lib/intrinio-sdk/api_client.rb +389 -0
- data/lib/intrinio-sdk/api_error.rb +38 -0
- data/lib/intrinio-sdk/configuration.rb +209 -0
- data/lib/intrinio-sdk/models/api_response_companies.rb +200 -0
- data/lib/intrinio-sdk/models/api_response_company_filings.rb +209 -0
- data/lib/intrinio-sdk/models/api_response_company_fundamentals.rb +209 -0
- data/lib/intrinio-sdk/models/api_response_company_historical_data.rb +209 -0
- data/lib/intrinio-sdk/models/api_response_company_news.rb +209 -0
- data/lib/intrinio-sdk/models/api_response_company_securities.rb +209 -0
- data/lib/intrinio-sdk/models/api_response_data_tags.rb +200 -0
- data/lib/intrinio-sdk/models/api_response_economic_index_historical_data.rb +209 -0
- data/lib/intrinio-sdk/models/api_response_economic_indices.rb +200 -0
- data/lib/intrinio-sdk/models/api_response_filings.rb +200 -0
- data/lib/intrinio-sdk/models/api_response_historical_data.rb +200 -0
- data/lib/intrinio-sdk/models/api_response_news.rb +200 -0
- data/lib/intrinio-sdk/models/api_response_reported_financials.rb +209 -0
- data/lib/intrinio-sdk/models/api_response_securities.rb +200 -0
- data/lib/intrinio-sdk/models/api_response_security_historical_data.rb +209 -0
- data/lib/intrinio-sdk/models/api_response_security_stock_price_adjustments.rb +211 -0
- data/lib/intrinio-sdk/models/api_response_security_stock_prices.rb +211 -0
- data/lib/intrinio-sdk/models/api_response_sic_index_historical_data.rb +209 -0
- data/lib/intrinio-sdk/models/api_response_sic_indices.rb +200 -0
- data/lib/intrinio-sdk/models/api_response_standardized_financials.rb +209 -0
- data/lib/intrinio-sdk/models/api_response_stock_exchange_securities.rb +211 -0
- data/lib/intrinio-sdk/models/api_response_stock_exchange_stock_price_adjustments.rb +211 -0
- data/lib/intrinio-sdk/models/api_response_stock_exchange_stock_prices.rb +211 -0
- data/lib/intrinio-sdk/models/api_response_stock_exchanges.rb +200 -0
- data/lib/intrinio-sdk/models/api_response_stock_market_index_historical_data.rb +209 -0
- data/lib/intrinio-sdk/models/api_response_stock_market_indices.rb +200 -0
- data/lib/intrinio-sdk/models/company.rb +498 -0
- data/lib/intrinio-sdk/models/company_filing.rb +278 -0
- data/lib/intrinio-sdk/models/company_news.rb +239 -0
- data/lib/intrinio-sdk/models/company_news_summary.rb +229 -0
- data/lib/intrinio-sdk/models/company_summary.rb +229 -0
- data/lib/intrinio-sdk/models/data_tag.rb +312 -0
- data/lib/intrinio-sdk/models/data_tag_summary.rb +219 -0
- data/lib/intrinio-sdk/models/economic_index.rb +299 -0
- data/lib/intrinio-sdk/models/economic_index_summary.rb +289 -0
- data/lib/intrinio-sdk/models/filing.rb +278 -0
- data/lib/intrinio-sdk/models/filing_summary.rb +269 -0
- data/lib/intrinio-sdk/models/fundamental.rb +302 -0
- data/lib/intrinio-sdk/models/fundamental_summary.rb +292 -0
- data/lib/intrinio-sdk/models/historical_data.rb +199 -0
- data/lib/intrinio-sdk/models/reported_financial.rb +198 -0
- data/lib/intrinio-sdk/models/reported_tag.rb +249 -0
- data/lib/intrinio-sdk/models/security.rb +453 -0
- data/lib/intrinio-sdk/models/security_screen_clause.rb +242 -0
- data/lib/intrinio-sdk/models/security_screen_group.rb +213 -0
- data/lib/intrinio-sdk/models/security_screen_result.rb +199 -0
- data/lib/intrinio-sdk/models/security_screen_result_data.rb +209 -0
- data/lib/intrinio-sdk/models/security_summary.rb +279 -0
- data/lib/intrinio-sdk/models/sic_index.rb +229 -0
- data/lib/intrinio-sdk/models/standardized_financial.rb +198 -0
- data/lib/intrinio-sdk/models/stock_exchange.rb +279 -0
- data/lib/intrinio-sdk/models/stock_market_index.rb +279 -0
- data/lib/intrinio-sdk/models/stock_market_index_summary.rb +269 -0
- data/lib/intrinio-sdk/models/stock_price.rb +352 -0
- data/lib/intrinio-sdk/models/stock_price_adjustment.rb +229 -0
- data/lib/intrinio-sdk/models/stock_price_adjustment_summary.rb +239 -0
- data/lib/intrinio-sdk/models/stock_price_summary.rb +342 -0
- data/lib/intrinio-sdk/version.rb +15 -0
- data/spec/api/company_api_spec.rb +233 -0
- data/spec/api/data_point_api_spec.rb +61 -0
- data/spec/api/data_tag_api_spec.rb +88 -0
- data/spec/api/filing_api_spec.rb +75 -0
- data/spec/api/fundamentals_api_spec.rb +86 -0
- data/spec/api/historical_data_api_spec.rb +53 -0
- data/spec/api/index_api_spec.rb +275 -0
- data/spec/api/security_api_spec.rb +161 -0
- data/spec/api/stock_exchange_api_spec.rb +113 -0
- data/spec/api_client_spec.rb +226 -0
- data/spec/configuration_spec.rb +42 -0
- data/spec/models/api_response_companies_spec.rb +48 -0
- data/spec/models/api_response_company_filings_spec.rb +54 -0
- data/spec/models/api_response_company_fundamentals_spec.rb +54 -0
- data/spec/models/api_response_company_historical_data_spec.rb +54 -0
- data/spec/models/api_response_company_news_spec.rb +54 -0
- data/spec/models/api_response_company_securities_spec.rb +54 -0
- data/spec/models/api_response_data_tags_spec.rb +48 -0
- data/spec/models/api_response_economic_index_historical_data_spec.rb +54 -0
- data/spec/models/api_response_economic_indices_spec.rb +48 -0
- data/spec/models/api_response_filings_spec.rb +48 -0
- data/spec/models/api_response_historical_data_spec.rb +48 -0
- data/spec/models/api_response_news_spec.rb +48 -0
- data/spec/models/api_response_reported_financials_spec.rb +54 -0
- data/spec/models/api_response_securities_spec.rb +48 -0
- data/spec/models/api_response_security_historical_data_spec.rb +54 -0
- data/spec/models/api_response_security_stock_price_adjustments_spec.rb +54 -0
- data/spec/models/api_response_security_stock_prices_spec.rb +54 -0
- data/spec/models/api_response_sic_index_historical_data_spec.rb +54 -0
- data/spec/models/api_response_sic_indices_spec.rb +48 -0
- data/spec/models/api_response_standardized_financials_spec.rb +54 -0
- data/spec/models/api_response_stock_exchange_securities_spec.rb +54 -0
- data/spec/models/api_response_stock_exchange_stock_price_adjustments_spec.rb +54 -0
- data/spec/models/api_response_stock_exchange_stock_prices_spec.rb +54 -0
- data/spec/models/api_response_stock_exchanges_spec.rb +48 -0
- data/spec/models/api_response_stock_market_index_historical_data_spec.rb +54 -0
- data/spec/models/api_response_stock_market_indices_spec.rb +48 -0
- data/spec/models/company_filing_spec.rb +96 -0
- data/spec/models/company_news_spec.rb +72 -0
- data/spec/models/company_news_summary_spec.rb +66 -0
- data/spec/models/company_spec.rb +228 -0
- data/spec/models/company_summary_spec.rb +66 -0
- data/spec/models/data_tag_spec.rb +100 -0
- data/spec/models/data_tag_summary_spec.rb +60 -0
- data/spec/models/economic_index_spec.rb +108 -0
- data/spec/models/economic_index_summary_spec.rb +102 -0
- data/spec/models/filing_spec.rb +96 -0
- data/spec/models/filing_summary_spec.rb +90 -0
- data/spec/models/fundamental_spec.rb +94 -0
- data/spec/models/fundamental_summary_spec.rb +88 -0
- data/spec/models/historical_data_spec.rb +48 -0
- data/spec/models/reported_financial_spec.rb +48 -0
- data/spec/models/reported_tag_spec.rb +78 -0
- data/spec/models/security_screen_clause_spec.rb +58 -0
- data/spec/models/security_screen_group_spec.rb +54 -0
- data/spec/models/security_screen_result_data_spec.rb +54 -0
- data/spec/models/security_screen_result_spec.rb +48 -0
- data/spec/models/security_spec.rb +198 -0
- data/spec/models/security_summary_spec.rb +96 -0
- data/spec/models/sic_index_spec.rb +66 -0
- data/spec/models/standardized_financial_spec.rb +48 -0
- data/spec/models/stock_exchange_spec.rb +96 -0
- data/spec/models/stock_market_index_spec.rb +96 -0
- data/spec/models/stock_market_index_summary_spec.rb +90 -0
- data/spec/models/stock_price_adjustment_spec.rb +66 -0
- data/spec/models/stock_price_adjustment_summary_spec.rb +72 -0
- data/spec/models/stock_price_spec.rb +124 -0
- data/spec/models/stock_price_summary_spec.rb +118 -0
- data/spec/spec_helper.rb +111 -0
- metadata +509 -0
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# Intrinio::ApiResponseStockExchangeStockPrices
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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**stock_prices** | [**Array<StockPrice>**](StockPrice.md) | The stock prices for all Securities traded on the Stock Exchange on the given date | [optional]
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**stock_exchange** | [**StockExchange**](StockExchange.md) | The Stock Exchange resolved from the given identifier | [optional]
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**next_page** | **String** | The token required to request the next page of the data | [optional]
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# Intrinio::ApiResponseStockExchanges
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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**stock_exchanges** | [**Array<StockExchange>**](StockExchange.md) | | [optional]
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**next_page** | **String** | The token required to request the next page of the data | [optional]
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# Intrinio::ApiResponseStockMarketIndexHistoricalData
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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**historical_data** | [**Array<HistoricalData>**](HistoricalData.md) | | [optional]
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**index** | [**StockMarketIndexSummary**](StockMarketIndexSummary.md) | | [optional]
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**next_page** | **String** | The token required to request the next page of the data | [optional]
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# Intrinio::ApiResponseStockMarketIndices
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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**indices** | [**Array<StockMarketIndexSummary>**](StockMarketIndexSummary.md) | | [optional]
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**next_page** | **String** | The token required to request the next page of the data | [optional]
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data/docs/Company.md
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# Intrinio::Company
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## Properties
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Name | Type | Description | Notes
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**id** | **String** | The Intrinio ID of the company | [optional]
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**ticker** | **String** | The stock market ticker symbol associated with the company's common stock securities | [optional]
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**name** | **String** | The company's common name | [optional]
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**lei** | **String** | The Legal Entity Identifier (LEI) assigned to the company | [optional]
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**legal_name** | **String** | The company's official legal name | [optional]
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**stock_exchange** | **String** | The Stock Exchange where the company's common stock is primarily traded | [optional]
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**sic** | **String** | The Standard Industrial Classification (SIC) determined by the company and filed with the SEC | [optional]
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**short_description** | **String** | A one or two sentence description of the company's operations | [optional]
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**long_description** | **String** | A one paragraph description of the company's operations and other corporate actions | [optional]
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**ceo** | **String** | The Chief Executive Officer of the company | [optional]
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**company_url** | **String** | The URL of the company's primary corporate website or primary internet property | [optional]
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**business_address** | **String** | The company's business address | [optional]
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**mailing_address** | **String** | The mailing address reported by the company | [optional]
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**business_phone_no** | **String** | The phone number reported by the company | [optional]
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**hq_address1** | **String** | The company's headquarters address - line 1 | [optional]
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**hq_address2** | **String** | The company's headquarters address - line 2 | [optional]
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**hq_address_city** | **String** | The company's headquarters city | [optional]
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**hq_address_postal_code** | **String** | The company's headquarters postal code | [optional]
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**entity_legal_form** | **String** | The company's legal organization form | [optional]
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**cik** | **String** | The Central Index Key (CIK) assigned to the company by the SEC as a unique identifier, used in SEC filings | [optional]
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**latest_filing_date** | **Date** | The date of the company's last filing with the SEC | [optional]
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**hq_state** | **String** | The state (US & Canada Only) where the company headquarters are located | [optional]
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**hq_country** | **String** | The country where the company headquarters are located | [optional]
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**inc_state** | **String** | The state (US & Canada Only) where the company is incorporated | [optional]
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**inc_country** | **String** | The country where the company is incorporated | [optional]
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**employees** | **Integer** | The number of employees working for the company | [optional]
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**entity_status** | **String** | | [optional]
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**sector** | **String** | The company's operating sector | [optional]
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**industry_category** | **String** | The company's operating industry category | [optional]
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**industry_group** | **String** | The company's operating industry group | [optional]
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**template** | **String** | The financial statement template used by Intrinio to standardize the as reported data | [optional]
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**standardized_active** | **BOOLEAN** | If true, the company has standardized and as reported fundamental data via the Intrinio API; if false, the company has as-reported data only | [optional]
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data/docs/CompanyApi.md
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# Intrinio::CompanyApi
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All URIs are relative to *https://api-v2.intrinio.com*
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Method | HTTP request | Description
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------------- | ------------- | -------------
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[**filter_companies**](CompanyApi.md#filter_companies) | **GET** /companies/filter | Filter Companies
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[**filter_company_fundamentals**](CompanyApi.md#filter_company_fundamentals) | **GET** /companies/{identifier}/fundamentals/filter | Filter Fundamentals for a Company
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[**get_all_companies**](CompanyApi.md#get_all_companies) | **GET** /companies | Get All Companies
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[**get_all_company_news**](CompanyApi.md#get_all_company_news) | **GET** /companies/news | Get All Company News
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[**get_company**](CompanyApi.md#get_company) | **GET** /companies/{identifier} | Get a Company by ID
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[**get_company_data_point_number**](CompanyApi.md#get_company_data_point_number) | **GET** /companies/{identifier}/data_point/{tag}/number | Get Company Data Point (Number)
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[**get_company_data_point_text**](CompanyApi.md#get_company_data_point_text) | **GET** /companies/{identifier}/data_point/{tag}/text | Get Company Data Point (Text)
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[**get_company_filings**](CompanyApi.md#get_company_filings) | **GET** /companies/{identifier}/filings | Get Filings for a Company
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[**get_company_fundamentals**](CompanyApi.md#get_company_fundamentals) | **GET** /companies/{identifier}/fundamentals | Get All Fundamentals for a Company
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[**get_company_historical_data**](CompanyApi.md#get_company_historical_data) | **GET** /companies/{identifier}/historical_data/{tag} | Get Company Historical Data
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[**get_company_news**](CompanyApi.md#get_company_news) | **GET** /companies/{identifier}/news | Get News for a Company
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[**get_company_securities**](CompanyApi.md#get_company_securities) | **GET** /companies/{identifier}/securities | Get Securities by Company
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[**lookup_company_fundamental**](CompanyApi.md#lookup_company_fundamental) | **GET** /companies/{identifier}/fundamentals/lookup/{statement_code}/{fiscal_year}/{fiscal_period} | Lookup a Fundamental for a Company
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[**search_companies**](CompanyApi.md#search_companies) | **GET** /companies/search | Search Companies
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# **filter_companies**
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> ApiResponseCompanies filter_companies(opts)
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Filter Companies
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Returns Companies matching the specified filters
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### Example
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```ruby
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# Load the gem
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require 'intrinio-sdk'
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+
|
35
|
+
# Setup authorization
|
36
|
+
Intrinio.configure do |config|
|
37
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
38
|
+
end
|
39
|
+
|
40
|
+
company_api = Intrinio::CompanyApi.new
|
41
|
+
|
42
|
+
opts = {
|
43
|
+
last_filing_date: nil, # Date | Last filing date
|
44
|
+
sic: "3350", # String | Standard Industrial Classification code
|
45
|
+
template: "industrial", # String | Template
|
46
|
+
sector: "Basic Materials", # String | Industry sector
|
47
|
+
industry_category: "Metals & Mining", # String | Industry category
|
48
|
+
industry_group: "Aluminum", # String | Industry group
|
49
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
50
|
+
}
|
51
|
+
|
52
|
+
begin
|
53
|
+
result = company_api.filter_companies(opts)
|
54
|
+
p result
|
55
|
+
rescue Intrinio::ApiError => e
|
56
|
+
puts "Exception when calling CompanyApi->filter_companies: #{e}"
|
57
|
+
end
|
58
|
+
```
|
59
|
+
|
60
|
+
### Parameters
|
61
|
+
|
62
|
+
Name | Type | Description | Notes
|
63
|
+
------------- | ------------- | ------------- | -------------
|
64
|
+
**last_filing_date** | **Date**| Last filing date | [optional]
|
65
|
+
**sic** | **String**| Standard Industrial Classification code | [optional]
|
66
|
+
**template** | **String**| Template | [optional]
|
67
|
+
**sector** | **String**| Industry sector | [optional]
|
68
|
+
**industry_category** | **String**| Industry category | [optional]
|
69
|
+
**industry_group** | **String**| Industry group | [optional]
|
70
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
71
|
+
|
72
|
+
### Return type
|
73
|
+
|
74
|
+
[**ApiResponseCompanies**](ApiResponseCompanies.md)
|
75
|
+
|
76
|
+
# **filter_company_fundamentals**
|
77
|
+
> ApiResponseCompanyFundamentals filter_company_fundamentals(identifier, opts)
|
78
|
+
|
79
|
+
Filter Fundamentals for a Company
|
80
|
+
|
81
|
+
Returns Fundamentals for the Company with the given `identifier` and matching the specified filters
|
82
|
+
|
83
|
+
### Example
|
84
|
+
```ruby
|
85
|
+
# Load the gem
|
86
|
+
require 'intrinio-sdk'
|
87
|
+
|
88
|
+
# Setup authorization
|
89
|
+
Intrinio.configure do |config|
|
90
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
91
|
+
end
|
92
|
+
|
93
|
+
company_api = Intrinio::CompanyApi.new
|
94
|
+
|
95
|
+
identifier = "AAPL" # String | A Company identifier (Ticker, CIK, LEI, Intrinio ID)
|
96
|
+
|
97
|
+
opts = {
|
98
|
+
filed_after: nil, # Date | Filed on or after this date
|
99
|
+
filed_before: nil, # Date | Filed on or before this date
|
100
|
+
reported_only: false, # BOOLEAN | Only as-reported fundamentals
|
101
|
+
fiscal_year: 2017, # Integer | Only for the given fiscal year
|
102
|
+
statement_code: nil, # String | Only of the given statement code
|
103
|
+
type: nil, # String | Only of the given type
|
104
|
+
start_date: nil, # Date | Only on or after the given date
|
105
|
+
end_date: nil, # Date | Only on or before the given date
|
106
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
107
|
+
}
|
108
|
+
|
109
|
+
begin
|
110
|
+
result = company_api.filter_company_fundamentals(identifier, opts)
|
111
|
+
p result
|
112
|
+
rescue Intrinio::ApiError => e
|
113
|
+
puts "Exception when calling CompanyApi->filter_company_fundamentals: #{e}"
|
114
|
+
end
|
115
|
+
```
|
116
|
+
|
117
|
+
### Parameters
|
118
|
+
|
119
|
+
Name | Type | Description | Notes
|
120
|
+
------------- | ------------- | ------------- | -------------
|
121
|
+
**identifier** | **String**| A Company identifier (Ticker, CIK, LEI, Intrinio ID) |
|
122
|
+
**filed_after** | **Date**| Filed on or after this date | [optional]
|
123
|
+
**filed_before** | **Date**| Filed on or before this date | [optional]
|
124
|
+
**reported_only** | **BOOLEAN**| Only as-reported fundamentals | [optional]
|
125
|
+
**fiscal_year** | **Integer**| Only for the given fiscal year | [optional]
|
126
|
+
**statement_code** | **String**| Only of the given statement code | [optional]
|
127
|
+
**type** | **String**| Only of the given type | [optional]
|
128
|
+
**start_date** | **Date**| Only on or after the given date | [optional]
|
129
|
+
**end_date** | **Date**| Only on or before the given date | [optional]
|
130
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
131
|
+
|
132
|
+
### Return type
|
133
|
+
|
134
|
+
[**ApiResponseCompanyFundamentals**](ApiResponseCompanyFundamentals.md)
|
135
|
+
|
136
|
+
# **get_all_companies**
|
137
|
+
> ApiResponseCompanies get_all_companies(opts)
|
138
|
+
|
139
|
+
Get All Companies
|
140
|
+
|
141
|
+
### Example
|
142
|
+
```ruby
|
143
|
+
# Load the gem
|
144
|
+
require 'intrinio-sdk'
|
145
|
+
|
146
|
+
# Setup authorization
|
147
|
+
Intrinio.configure do |config|
|
148
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
149
|
+
end
|
150
|
+
|
151
|
+
company_api = Intrinio::CompanyApi.new
|
152
|
+
|
153
|
+
opts = {
|
154
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
155
|
+
}
|
156
|
+
|
157
|
+
begin
|
158
|
+
result = company_api.get_all_companies(opts)
|
159
|
+
p result
|
160
|
+
rescue Intrinio::ApiError => e
|
161
|
+
puts "Exception when calling CompanyApi->get_all_companies: #{e}"
|
162
|
+
end
|
163
|
+
```
|
164
|
+
|
165
|
+
### Parameters
|
166
|
+
|
167
|
+
Name | Type | Description | Notes
|
168
|
+
------------- | ------------- | ------------- | -------------
|
169
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
170
|
+
|
171
|
+
### Return type
|
172
|
+
|
173
|
+
[**ApiResponseCompanies**](ApiResponseCompanies.md)
|
174
|
+
|
175
|
+
# **get_all_company_news**
|
176
|
+
> ApiResponseNews get_all_company_news(opts)
|
177
|
+
|
178
|
+
Get All Company News
|
179
|
+
|
180
|
+
Returns all news for all companies
|
181
|
+
|
182
|
+
### Example
|
183
|
+
```ruby
|
184
|
+
# Load the gem
|
185
|
+
require 'intrinio-sdk'
|
186
|
+
|
187
|
+
# Setup authorization
|
188
|
+
Intrinio.configure do |config|
|
189
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
190
|
+
end
|
191
|
+
|
192
|
+
company_api = Intrinio::CompanyApi.new
|
193
|
+
|
194
|
+
opts = {
|
195
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
196
|
+
}
|
197
|
+
|
198
|
+
begin
|
199
|
+
result = company_api.get_all_company_news(opts)
|
200
|
+
p result
|
201
|
+
rescue Intrinio::ApiError => e
|
202
|
+
puts "Exception when calling CompanyApi->get_all_company_news: #{e}"
|
203
|
+
end
|
204
|
+
```
|
205
|
+
|
206
|
+
### Parameters
|
207
|
+
|
208
|
+
Name | Type | Description | Notes
|
209
|
+
------------- | ------------- | ------------- | -------------
|
210
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
211
|
+
|
212
|
+
### Return type
|
213
|
+
|
214
|
+
[**ApiResponseNews**](ApiResponseNews.md)
|
215
|
+
|
216
|
+
# **get_company**
|
217
|
+
> Company get_company(identifier)
|
218
|
+
|
219
|
+
Get a Company by ID
|
220
|
+
|
221
|
+
### Example
|
222
|
+
```ruby
|
223
|
+
# Load the gem
|
224
|
+
require 'intrinio-sdk'
|
225
|
+
|
226
|
+
# Setup authorization
|
227
|
+
Intrinio.configure do |config|
|
228
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
229
|
+
end
|
230
|
+
|
231
|
+
company_api = Intrinio::CompanyApi.new
|
232
|
+
|
233
|
+
identifier = "AAPL" # String | A Company identifier (Ticker, CIK, LEI, Intrinio ID)
|
234
|
+
|
235
|
+
|
236
|
+
begin
|
237
|
+
result = company_api.get_company(identifier)
|
238
|
+
p result
|
239
|
+
rescue Intrinio::ApiError => e
|
240
|
+
puts "Exception when calling CompanyApi->get_company: #{e}"
|
241
|
+
end
|
242
|
+
```
|
243
|
+
|
244
|
+
### Parameters
|
245
|
+
|
246
|
+
Name | Type | Description | Notes
|
247
|
+
------------- | ------------- | ------------- | -------------
|
248
|
+
**identifier** | **String**| A Company identifier (Ticker, CIK, LEI, Intrinio ID) |
|
249
|
+
|
250
|
+
### Return type
|
251
|
+
|
252
|
+
[**Company**](Company.md)
|
253
|
+
|
254
|
+
# **get_company_data_point_number**
|
255
|
+
> Float get_company_data_point_number(identifier, tag)
|
256
|
+
|
257
|
+
Get Company Data Point (Number)
|
258
|
+
|
259
|
+
Returns a numeric value for the given `tag` for the Company with the given `identifier`
|
260
|
+
|
261
|
+
### Example
|
262
|
+
```ruby
|
263
|
+
# Load the gem
|
264
|
+
require 'intrinio-sdk'
|
265
|
+
|
266
|
+
# Setup authorization
|
267
|
+
Intrinio.configure do |config|
|
268
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
269
|
+
end
|
270
|
+
|
271
|
+
company_api = Intrinio::CompanyApi.new
|
272
|
+
|
273
|
+
identifier = "AAPL" # String | A Company identifier (Ticker, CIK, LEI, Intrinio ID)
|
274
|
+
|
275
|
+
tag = "marketcap" # String | An Intrinio data tag
|
276
|
+
|
277
|
+
|
278
|
+
begin
|
279
|
+
result = company_api.get_company_data_point_number(identifier, tag)
|
280
|
+
p result
|
281
|
+
rescue Intrinio::ApiError => e
|
282
|
+
puts "Exception when calling CompanyApi->get_company_data_point_number: #{e}"
|
283
|
+
end
|
284
|
+
```
|
285
|
+
|
286
|
+
### Parameters
|
287
|
+
|
288
|
+
Name | Type | Description | Notes
|
289
|
+
------------- | ------------- | ------------- | -------------
|
290
|
+
**identifier** | **String**| A Company identifier (Ticker, CIK, LEI, Intrinio ID) |
|
291
|
+
**tag** | **String**| An Intrinio data tag |
|
292
|
+
|
293
|
+
### Return type
|
294
|
+
|
295
|
+
**Float**
|
296
|
+
|
297
|
+
# **get_company_data_point_text**
|
298
|
+
> String get_company_data_point_text(identifier, tag)
|
299
|
+
|
300
|
+
Get Company Data Point (Text)
|
301
|
+
|
302
|
+
Returns a text value for the given `tag` for the Company with the given `identifier`
|
303
|
+
|
304
|
+
### Example
|
305
|
+
```ruby
|
306
|
+
# Load the gem
|
307
|
+
require 'intrinio-sdk'
|
308
|
+
|
309
|
+
# Setup authorization
|
310
|
+
Intrinio.configure do |config|
|
311
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
312
|
+
end
|
313
|
+
|
314
|
+
company_api = Intrinio::CompanyApi.new
|
315
|
+
|
316
|
+
identifier = "AAPL" # String | A Company identifier (Ticker, CIK, LEI, Intrinio ID)
|
317
|
+
|
318
|
+
tag = "marketcap" # String | An Intrinio data tag
|
319
|
+
|
320
|
+
|
321
|
+
begin
|
322
|
+
result = company_api.get_company_data_point_text(identifier, tag)
|
323
|
+
p result
|
324
|
+
rescue Intrinio::ApiError => e
|
325
|
+
puts "Exception when calling CompanyApi->get_company_data_point_text: #{e}"
|
326
|
+
end
|
327
|
+
```
|
328
|
+
|
329
|
+
### Parameters
|
330
|
+
|
331
|
+
Name | Type | Description | Notes
|
332
|
+
------------- | ------------- | ------------- | -------------
|
333
|
+
**identifier** | **String**| A Company identifier (Ticker, CIK, LEI, Intrinio ID) |
|
334
|
+
**tag** | **String**| An Intrinio data tag |
|
335
|
+
|
336
|
+
### Return type
|
337
|
+
|
338
|
+
**String**
|
339
|
+
|
340
|
+
# **get_company_filings**
|
341
|
+
> ApiResponseCompanyFilings get_company_filings(identifier, opts)
|
342
|
+
|
343
|
+
Get Filings for a Company
|
344
|
+
|
345
|
+
Returns a complete list of SEC filings for the Company with the given `identifier`
|
346
|
+
|
347
|
+
### Example
|
348
|
+
```ruby
|
349
|
+
# Load the gem
|
350
|
+
require 'intrinio-sdk'
|
351
|
+
|
352
|
+
# Setup authorization
|
353
|
+
Intrinio.configure do |config|
|
354
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
355
|
+
end
|
356
|
+
|
357
|
+
company_api = Intrinio::CompanyApi.new
|
358
|
+
|
359
|
+
identifier = "AAPL" # String | A Company identifier (Ticker, CIK, LEI, Intrinio ID)
|
360
|
+
|
361
|
+
opts = {
|
362
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
363
|
+
}
|
364
|
+
|
365
|
+
begin
|
366
|
+
result = company_api.get_company_filings(identifier, opts)
|
367
|
+
p result
|
368
|
+
rescue Intrinio::ApiError => e
|
369
|
+
puts "Exception when calling CompanyApi->get_company_filings: #{e}"
|
370
|
+
end
|
371
|
+
```
|
372
|
+
|
373
|
+
### Parameters
|
374
|
+
|
375
|
+
Name | Type | Description | Notes
|
376
|
+
------------- | ------------- | ------------- | -------------
|
377
|
+
**identifier** | **String**| A Company identifier (Ticker, CIK, LEI, Intrinio ID) |
|
378
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
379
|
+
|
380
|
+
### Return type
|
381
|
+
|
382
|
+
[**ApiResponseCompanyFilings**](ApiResponseCompanyFilings.md)
|
383
|
+
|
384
|
+
# **get_company_fundamentals**
|
385
|
+
> ApiResponseCompanyFundamentals get_company_fundamentals(identifier, opts)
|
386
|
+
|
387
|
+
Get All Fundamentals for a Company
|
388
|
+
|
389
|
+
Returns all Fundamentals for the Company with the given `identifier`
|
390
|
+
|
391
|
+
### Example
|
392
|
+
```ruby
|
393
|
+
# Load the gem
|
394
|
+
require 'intrinio-sdk'
|
395
|
+
|
396
|
+
# Setup authorization
|
397
|
+
Intrinio.configure do |config|
|
398
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
399
|
+
end
|
400
|
+
|
401
|
+
company_api = Intrinio::CompanyApi.new
|
402
|
+
|
403
|
+
identifier = "AAPL" # String | A Company identifier (Ticker, CIK, LEI, Intrinio ID)
|
404
|
+
|
405
|
+
opts = {
|
406
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
407
|
+
}
|
408
|
+
|
409
|
+
begin
|
410
|
+
result = company_api.get_company_fundamentals(identifier, opts)
|
411
|
+
p result
|
412
|
+
rescue Intrinio::ApiError => e
|
413
|
+
puts "Exception when calling CompanyApi->get_company_fundamentals: #{e}"
|
414
|
+
end
|
415
|
+
```
|
416
|
+
|
417
|
+
### Parameters
|
418
|
+
|
419
|
+
Name | Type | Description | Notes
|
420
|
+
------------- | ------------- | ------------- | -------------
|
421
|
+
**identifier** | **String**| A Company identifier (Ticker, CIK, LEI, Intrinio ID) |
|
422
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
423
|
+
|
424
|
+
### Return type
|
425
|
+
|
426
|
+
[**ApiResponseCompanyFundamentals**](ApiResponseCompanyFundamentals.md)
|
427
|
+
|
428
|
+
# **get_company_historical_data**
|
429
|
+
> ApiResponseCompanyHistoricalData get_company_historical_data(identifier, tag, opts)
|
430
|
+
|
431
|
+
Get Company Historical Data
|
432
|
+
|
433
|
+
Returns historical values for the given `tag` and the Company with the given `identifier`
|
434
|
+
|
435
|
+
### Example
|
436
|
+
```ruby
|
437
|
+
# Load the gem
|
438
|
+
require 'intrinio-sdk'
|
439
|
+
|
440
|
+
# Setup authorization
|
441
|
+
Intrinio.configure do |config|
|
442
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
443
|
+
end
|
444
|
+
|
445
|
+
company_api = Intrinio::CompanyApi.new
|
446
|
+
|
447
|
+
identifier = "AAPL" # String | A Company identifier (Ticker, CIK, LEI, Intrinio ID)
|
448
|
+
|
449
|
+
tag = "marketcap" # String | Item
|
450
|
+
|
451
|
+
opts = {
|
452
|
+
type: nil, # String | Filter by type, when applicable
|
453
|
+
start_date: Date.parse("2018-01-01"), # Date | Get historical data on or after this date
|
454
|
+
end_date: Date.parse("2019-01-01"), # Date | Get historical data on or before this date
|
455
|
+
sort_order: "desc", # String | Sort by date `asc` or `desc`
|
456
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
457
|
+
}
|
458
|
+
|
459
|
+
begin
|
460
|
+
result = company_api.get_company_historical_data(identifier, tag, opts)
|
461
|
+
p result
|
462
|
+
rescue Intrinio::ApiError => e
|
463
|
+
puts "Exception when calling CompanyApi->get_company_historical_data: #{e}"
|
464
|
+
end
|
465
|
+
```
|
466
|
+
|
467
|
+
### Parameters
|
468
|
+
|
469
|
+
Name | Type | Description | Notes
|
470
|
+
------------- | ------------- | ------------- | -------------
|
471
|
+
**identifier** | **String**| A Company identifier (Ticker, CIK, LEI, Intrinio ID) |
|
472
|
+
**tag** | **String**| Item |
|
473
|
+
**type** | **String**| Filter by type, when applicable | [optional]
|
474
|
+
**start_date** | **Date**| Get historical data on or after this date | [optional]
|
475
|
+
**end_date** | **Date**| Get historical data on or before this date | [optional]
|
476
|
+
**sort_order** | **String**| Sort by date `asc` or `desc` | [optional] [default to desc]
|
477
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
478
|
+
|
479
|
+
### Return type
|
480
|
+
|
481
|
+
[**ApiResponseCompanyHistoricalData**](ApiResponseCompanyHistoricalData.md)
|
482
|
+
|
483
|
+
# **get_company_news**
|
484
|
+
> ApiResponseCompanyNews get_company_news(identifier, opts)
|
485
|
+
|
486
|
+
Get News for a Company
|
487
|
+
|
488
|
+
Returns news for the Company with the given `identifier`
|
489
|
+
|
490
|
+
### Example
|
491
|
+
```ruby
|
492
|
+
# Load the gem
|
493
|
+
require 'intrinio-sdk'
|
494
|
+
|
495
|
+
# Setup authorization
|
496
|
+
Intrinio.configure do |config|
|
497
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
498
|
+
end
|
499
|
+
|
500
|
+
company_api = Intrinio::CompanyApi.new
|
501
|
+
|
502
|
+
identifier = "AAPL" # String | A Company identifier (Ticker, CIK, LEI, Intrinio ID)
|
503
|
+
|
504
|
+
opts = {
|
505
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
506
|
+
}
|
507
|
+
|
508
|
+
begin
|
509
|
+
result = company_api.get_company_news(identifier, opts)
|
510
|
+
p result
|
511
|
+
rescue Intrinio::ApiError => e
|
512
|
+
puts "Exception when calling CompanyApi->get_company_news: #{e}"
|
513
|
+
end
|
514
|
+
```
|
515
|
+
|
516
|
+
### Parameters
|
517
|
+
|
518
|
+
Name | Type | Description | Notes
|
519
|
+
------------- | ------------- | ------------- | -------------
|
520
|
+
**identifier** | **String**| A Company identifier (Ticker, CIK, LEI, Intrinio ID) |
|
521
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
522
|
+
|
523
|
+
### Return type
|
524
|
+
|
525
|
+
[**ApiResponseCompanyNews**](ApiResponseCompanyNews.md)
|
526
|
+
|
527
|
+
# **get_company_securities**
|
528
|
+
> ApiResponseCompanySecurities get_company_securities(identifier, opts)
|
529
|
+
|
530
|
+
Get Securities by Company
|
531
|
+
|
532
|
+
Return Securities for the Company with `identifier`
|
533
|
+
|
534
|
+
### Example
|
535
|
+
```ruby
|
536
|
+
# Load the gem
|
537
|
+
require 'intrinio-sdk'
|
538
|
+
|
539
|
+
# Setup authorization
|
540
|
+
Intrinio.configure do |config|
|
541
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
542
|
+
end
|
543
|
+
|
544
|
+
company_api = Intrinio::CompanyApi.new
|
545
|
+
|
546
|
+
identifier = "AAPL" # String | A Company identifier (Ticker, CIK, LEI, Intrinio ID)
|
547
|
+
|
548
|
+
opts = {
|
549
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
550
|
+
}
|
551
|
+
|
552
|
+
begin
|
553
|
+
result = company_api.get_company_securities(identifier, opts)
|
554
|
+
p result
|
555
|
+
rescue Intrinio::ApiError => e
|
556
|
+
puts "Exception when calling CompanyApi->get_company_securities: #{e}"
|
557
|
+
end
|
558
|
+
```
|
559
|
+
|
560
|
+
### Parameters
|
561
|
+
|
562
|
+
Name | Type | Description | Notes
|
563
|
+
------------- | ------------- | ------------- | -------------
|
564
|
+
**identifier** | **String**| A Company identifier (Ticker, CIK, LEI, Intrinio ID) |
|
565
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
566
|
+
|
567
|
+
### Return type
|
568
|
+
|
569
|
+
[**ApiResponseCompanySecurities**](ApiResponseCompanySecurities.md)
|
570
|
+
|
571
|
+
# **lookup_company_fundamental**
|
572
|
+
> Fundamental lookup_company_fundamental(identifier, statement_code, fiscal_period, fiscal_year)
|
573
|
+
|
574
|
+
Lookup a Fundamental for a Company
|
575
|
+
|
576
|
+
Returns the Fundamental for the Company with the given `identifier` and with the given parameters
|
577
|
+
|
578
|
+
### Example
|
579
|
+
```ruby
|
580
|
+
# Load the gem
|
581
|
+
require 'intrinio-sdk'
|
582
|
+
|
583
|
+
# Setup authorization
|
584
|
+
Intrinio.configure do |config|
|
585
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
586
|
+
end
|
587
|
+
|
588
|
+
company_api = Intrinio::CompanyApi.new
|
589
|
+
|
590
|
+
identifier = "AAPL" # String | A Company identifier (Ticker, CIK, LEI, Intrinio ID)
|
591
|
+
|
592
|
+
statement_code = "income_statement" # String | The statement code
|
593
|
+
|
594
|
+
fiscal_period = "FY" # String | The fiscal period
|
595
|
+
|
596
|
+
fiscal_year = 2017 # Integer | The fiscal year
|
597
|
+
|
598
|
+
|
599
|
+
begin
|
600
|
+
result = company_api.lookup_company_fundamental(identifier, statement_code, fiscal_period, fiscal_year)
|
601
|
+
p result
|
602
|
+
rescue Intrinio::ApiError => e
|
603
|
+
puts "Exception when calling CompanyApi->lookup_company_fundamental: #{e}"
|
604
|
+
end
|
605
|
+
```
|
606
|
+
|
607
|
+
### Parameters
|
608
|
+
|
609
|
+
Name | Type | Description | Notes
|
610
|
+
------------- | ------------- | ------------- | -------------
|
611
|
+
**identifier** | **String**| A Company identifier (Ticker, CIK, LEI, Intrinio ID) |
|
612
|
+
**statement_code** | **String**| The statement code |
|
613
|
+
**fiscal_period** | **String**| The fiscal period |
|
614
|
+
**fiscal_year** | **Integer**| The fiscal year |
|
615
|
+
|
616
|
+
### Return type
|
617
|
+
|
618
|
+
[**Fundamental**](Fundamental.md)
|
619
|
+
|
620
|
+
# **search_companies**
|
621
|
+
> ApiResponseCompanies search_companies(query)
|
622
|
+
|
623
|
+
Search Companies
|
624
|
+
|
625
|
+
Searches for Companies matching the text `query`
|
626
|
+
|
627
|
+
### Example
|
628
|
+
```ruby
|
629
|
+
# Load the gem
|
630
|
+
require 'intrinio-sdk'
|
631
|
+
|
632
|
+
# Setup authorization
|
633
|
+
Intrinio.configure do |config|
|
634
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
635
|
+
end
|
636
|
+
|
637
|
+
company_api = Intrinio::CompanyApi.new
|
638
|
+
|
639
|
+
query = "Apple" # String | Search parameters
|
640
|
+
|
641
|
+
|
642
|
+
begin
|
643
|
+
result = company_api.search_companies(query)
|
644
|
+
p result
|
645
|
+
rescue Intrinio::ApiError => e
|
646
|
+
puts "Exception when calling CompanyApi->search_companies: #{e}"
|
647
|
+
end
|
648
|
+
```
|
649
|
+
|
650
|
+
### Parameters
|
651
|
+
|
652
|
+
Name | Type | Description | Notes
|
653
|
+
------------- | ------------- | ------------- | -------------
|
654
|
+
**query** | **String**| Search parameters |
|
655
|
+
|
656
|
+
### Return type
|
657
|
+
|
658
|
+
[**ApiResponseCompanies**](ApiResponseCompanies.md)
|
659
|
+
|