intrinio-sdk 1.0.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- 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::CompanyFiling
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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**id** | **String** | The Intrinio ID of the Filing | [optional]
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**filing_date** | **Date** | The date when the filing was submitted to the SEC by the company | [optional]
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**accepted_date** | **DateTime** | The date and time when the filing was accepted by SEC | [optional]
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**period_end_date** | **Date** | The ending date of the fiscal period for the filing | [optional]
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**report_type** | **String** | The filing report type | [optional]
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**sec_unique_id** | **String** | A unique identifier for the filing provided by the SEC | [optional]
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**filing_url** | **String** | The URL to the filing page on the SEC site | [optional]
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**report_url** | **String** | The URL to the actual report on the SEC site | [optional]
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**instance_url** | **String** | The URL for the XBRL filing for the report | [optional]
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**company** | [**CompanySummary**](CompanySummary.md) | | [optional]
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data/docs/CompanyNews.md
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# Intrinio::CompanyNews
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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**id** | **String** | The Intrinio ID for the news article | [optional]
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**title** | **String** | The title of the news article | [optional]
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**publication_date** | **DateTime** | The publication date of the news article | [optional]
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**url** | **String** | The url of the news article | [optional]
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**summary** | **String** | A summary of the news article | [optional]
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**company** | [**CompanySummary**](CompanySummary.md) | The Company that the Fundamental was belongs to | [optional]
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# Intrinio::CompanyNewsSummary
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## Properties
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Name | Type | Description | Notes
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**id** | **String** | The Intrinio ID for the news article | [optional]
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**title** | **String** | The title of the news article | [optional]
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**publication_date** | **String** | The publication date of the news article | [optional]
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**url** | **String** | The url of the news article | [optional]
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**summary** | **String** | A summary of the news article | [optional]
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# Intrinio::CompanySummary
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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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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**cik** | **String** | The Central Index Key (CIK) assigned to the company | [optional]
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# Intrinio::DataPointApi
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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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[**get_data_point_number**](DataPointApi.md#get_data_point_number) | **GET** /data_point/{identifier}/{tag}/number | Get a Data Point (Number)
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[**get_data_point_text**](DataPointApi.md#get_data_point_text) | **GET** /data_point/{identifier}/{tag}/text | Get a Data Point (Text)
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# **get_data_point_number**
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> Float get_data_point_number(identifier, tag)
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Get a Data Point (Number)
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Returns a numeric value for the given `tag` and the entity with the given `identifier`
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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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# Setup authorization
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Intrinio.configure do |config|
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config.api_key['api_key'] = 'YOUR API KEY'
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end
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dataPoint_api = Intrinio::DataPointApi.new
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identifier = "AAPL" # String | An identifier for an entity such as a Company, Security, Index, etc (Ticker, FIGI, ISIN, CUSIP, CIK, LEI, Intrinio ID)
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tag = "marketcap" # String | An Intrinio data tag ID or code-name
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begin
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result = dataPoint_api.get_data_point_number(identifier, tag)
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p result
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rescue Intrinio::ApiError => e
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puts "Exception when calling DataPointApi->get_data_point_number: #{e}"
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end
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```
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### Parameters
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Name | Type | Description | Notes
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------------- | ------------- | ------------- | -------------
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**identifier** | **String**| An identifier for an entity such as a Company, Security, Index, etc (Ticker, FIGI, ISIN, CUSIP, CIK, LEI, Intrinio ID) |
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**tag** | **String**| An Intrinio data tag ID or code-name |
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### Return type
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**Float**
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# **get_data_point_text**
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> String get_data_point_text(identifier, tag)
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Get a Data Point (Text)
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Returns a text value for the given `tag` and the entity with the given `identifier`
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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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# Setup authorization
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Intrinio.configure do |config|
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config.api_key['api_key'] = 'YOUR API KEY'
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end
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dataPoint_api = Intrinio::DataPointApi.new
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|
+
identifier = "AAPL" # String | An identifier for an entity such as a Company, Security, Index, etc (Ticker, FIGI, ISIN, CUSIP, CIK, LEI, Intrinio ID)
|
|
74
|
+
|
|
75
|
+
tag = "marketcap" # String | An Intrinio data tag ID or code-name
|
|
76
|
+
|
|
77
|
+
|
|
78
|
+
begin
|
|
79
|
+
result = dataPoint_api.get_data_point_text(identifier, tag)
|
|
80
|
+
p result
|
|
81
|
+
rescue Intrinio::ApiError => e
|
|
82
|
+
puts "Exception when calling DataPointApi->get_data_point_text: #{e}"
|
|
83
|
+
end
|
|
84
|
+
```
|
|
85
|
+
|
|
86
|
+
### Parameters
|
|
87
|
+
|
|
88
|
+
Name | Type | Description | Notes
|
|
89
|
+
------------- | ------------- | ------------- | -------------
|
|
90
|
+
**identifier** | **String**| An identifier for an entity such as a Company, Security, Index, etc (Ticker, FIGI, ISIN, CUSIP, CIK, LEI, Intrinio ID) |
|
|
91
|
+
**tag** | **String**| An Intrinio data tag ID or code-name |
|
|
92
|
+
|
|
93
|
+
### Return type
|
|
94
|
+
|
|
95
|
+
**String**
|
|
96
|
+
|
data/docs/DataTag.md
ADDED
|
@@ -0,0 +1,17 @@
|
|
|
1
|
+
# Intrinio::DataTag
|
|
2
|
+
|
|
3
|
+
## Properties
|
|
4
|
+
Name | Type | Description | Notes
|
|
5
|
+
------------ | ------------- | ------------- | -------------
|
|
6
|
+
**id** | **String** | The Intrinio ID for the Data Tag | [optional]
|
|
7
|
+
**name** | **String** | The readable name of the Data Tag | [optional]
|
|
8
|
+
**tag** | **String** | The code-name of the Data Tag | [optional]
|
|
9
|
+
**statement_code** | **String** | The code of the financial statement to which this Data Tag belongs | [optional]
|
|
10
|
+
**statement_type** | **String** | The format of the financial statment to which this Data Tag belongs | [optional]
|
|
11
|
+
**parent** | **String** | The parent Data Tag forming the statement relationship with the factor | [optional]
|
|
12
|
+
**factor** | **String** | The operator forming the statement relationship between the child Data Tag (or Data Tags) and the parent Data Tag | [optional]
|
|
13
|
+
**balance** | **String** | Whether the Data Tag represents a credit or debit | [optional]
|
|
14
|
+
**type** | **String** | The nature of the Data Tag, operating or nonoperating | [optional]
|
|
15
|
+
**unit** | **String** | The unit of the Data Tag | [optional]
|
|
16
|
+
|
|
17
|
+
|
data/docs/DataTagApi.md
ADDED
|
@@ -0,0 +1,184 @@
|
|
|
1
|
+
# Intrinio::DataTagApi
|
|
2
|
+
|
|
3
|
+
All URIs are relative to *https://api-v2.intrinio.com*
|
|
4
|
+
|
|
5
|
+
Method | HTTP request | Description
|
|
6
|
+
------------- | ------------- | -------------
|
|
7
|
+
[**filter_data_tags**](DataTagApi.md#filter_data_tags) | **GET** /data_tags/filter | Filter Data Tags
|
|
8
|
+
[**get_all_data_tags**](DataTagApi.md#get_all_data_tags) | **GET** /data_tags | Get All Data Tags
|
|
9
|
+
[**get_data_tag_by_id**](DataTagApi.md#get_data_tag_by_id) | **GET** /data_tags/{identifier} | Get a Data Tag by ID
|
|
10
|
+
[**search_data_tags**](DataTagApi.md#search_data_tags) | **GET** /data_tags/search | Search Data Tags
|
|
11
|
+
|
|
12
|
+
|
|
13
|
+
# **filter_data_tags**
|
|
14
|
+
> ApiResponseDataTags filter_data_tags(opts)
|
|
15
|
+
|
|
16
|
+
Filter Data Tags
|
|
17
|
+
|
|
18
|
+
Returns Data Tags that match the given filters
|
|
19
|
+
|
|
20
|
+
### Example
|
|
21
|
+
```ruby
|
|
22
|
+
# Load the gem
|
|
23
|
+
require 'intrinio-sdk'
|
|
24
|
+
|
|
25
|
+
# Setup authorization
|
|
26
|
+
Intrinio.configure do |config|
|
|
27
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
|
28
|
+
end
|
|
29
|
+
|
|
30
|
+
dataTag_api = Intrinio::DataTagApi.new
|
|
31
|
+
|
|
32
|
+
opts = {
|
|
33
|
+
tag: nil, # String | Tag
|
|
34
|
+
type: nil, # String | Type
|
|
35
|
+
parent: nil, # String | ID of tag parent
|
|
36
|
+
statement_code: "income_statement", # String | Statement Code
|
|
37
|
+
fs_template: "industrial", # String | Template
|
|
38
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
|
39
|
+
}
|
|
40
|
+
|
|
41
|
+
begin
|
|
42
|
+
result = dataTag_api.filter_data_tags(opts)
|
|
43
|
+
p result
|
|
44
|
+
rescue Intrinio::ApiError => e
|
|
45
|
+
puts "Exception when calling DataTagApi->filter_data_tags: #{e}"
|
|
46
|
+
end
|
|
47
|
+
```
|
|
48
|
+
|
|
49
|
+
### Parameters
|
|
50
|
+
|
|
51
|
+
Name | Type | Description | Notes
|
|
52
|
+
------------- | ------------- | ------------- | -------------
|
|
53
|
+
**tag** | **String**| Tag | [optional]
|
|
54
|
+
**type** | **String**| Type | [optional]
|
|
55
|
+
**parent** | **String**| ID of tag parent | [optional]
|
|
56
|
+
**statement_code** | **String**| Statement Code | [optional]
|
|
57
|
+
**fs_template** | **String**| Template | [optional] [default to industrial]
|
|
58
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
|
59
|
+
|
|
60
|
+
### Return type
|
|
61
|
+
|
|
62
|
+
[**ApiResponseDataTags**](ApiResponseDataTags.md)
|
|
63
|
+
|
|
64
|
+
# **get_all_data_tags**
|
|
65
|
+
> ApiResponseDataTags get_all_data_tags(opts)
|
|
66
|
+
|
|
67
|
+
Get All Data Tags
|
|
68
|
+
|
|
69
|
+
Returns All Data Tags
|
|
70
|
+
|
|
71
|
+
### Example
|
|
72
|
+
```ruby
|
|
73
|
+
# Load the gem
|
|
74
|
+
require 'intrinio-sdk'
|
|
75
|
+
|
|
76
|
+
# Setup authorization
|
|
77
|
+
Intrinio.configure do |config|
|
|
78
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
|
79
|
+
end
|
|
80
|
+
|
|
81
|
+
dataTag_api = Intrinio::DataTagApi.new
|
|
82
|
+
|
|
83
|
+
opts = {
|
|
84
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
|
85
|
+
}
|
|
86
|
+
|
|
87
|
+
begin
|
|
88
|
+
result = dataTag_api.get_all_data_tags(opts)
|
|
89
|
+
p result
|
|
90
|
+
rescue Intrinio::ApiError => e
|
|
91
|
+
puts "Exception when calling DataTagApi->get_all_data_tags: #{e}"
|
|
92
|
+
end
|
|
93
|
+
```
|
|
94
|
+
|
|
95
|
+
### Parameters
|
|
96
|
+
|
|
97
|
+
Name | Type | Description | Notes
|
|
98
|
+
------------- | ------------- | ------------- | -------------
|
|
99
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
|
100
|
+
|
|
101
|
+
### Return type
|
|
102
|
+
|
|
103
|
+
[**ApiResponseDataTags**](ApiResponseDataTags.md)
|
|
104
|
+
|
|
105
|
+
# **get_data_tag_by_id**
|
|
106
|
+
> DataTag get_data_tag_by_id(identifier)
|
|
107
|
+
|
|
108
|
+
Get a Data Tag by ID
|
|
109
|
+
|
|
110
|
+
Returns a Data Tag with the specified `identifier`
|
|
111
|
+
|
|
112
|
+
### Example
|
|
113
|
+
```ruby
|
|
114
|
+
# Load the gem
|
|
115
|
+
require 'intrinio-sdk'
|
|
116
|
+
|
|
117
|
+
# Setup authorization
|
|
118
|
+
Intrinio.configure do |config|
|
|
119
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
|
120
|
+
end
|
|
121
|
+
|
|
122
|
+
dataTag_api = Intrinio::DataTagApi.new
|
|
123
|
+
|
|
124
|
+
identifier = "marketcap" # String | The Intrinio ID or the code-name of the Data Tag
|
|
125
|
+
|
|
126
|
+
|
|
127
|
+
begin
|
|
128
|
+
result = dataTag_api.get_data_tag_by_id(identifier)
|
|
129
|
+
p result
|
|
130
|
+
rescue Intrinio::ApiError => e
|
|
131
|
+
puts "Exception when calling DataTagApi->get_data_tag_by_id: #{e}"
|
|
132
|
+
end
|
|
133
|
+
```
|
|
134
|
+
|
|
135
|
+
### Parameters
|
|
136
|
+
|
|
137
|
+
Name | Type | Description | Notes
|
|
138
|
+
------------- | ------------- | ------------- | -------------
|
|
139
|
+
**identifier** | **String**| The Intrinio ID or the code-name of the Data Tag |
|
|
140
|
+
|
|
141
|
+
### Return type
|
|
142
|
+
|
|
143
|
+
[**DataTag**](DataTag.md)
|
|
144
|
+
|
|
145
|
+
# **search_data_tags**
|
|
146
|
+
> ApiResponseDataTags search_data_tags(query)
|
|
147
|
+
|
|
148
|
+
Search Data Tags
|
|
149
|
+
|
|
150
|
+
Searches for Data Tags matching the text `query`
|
|
151
|
+
|
|
152
|
+
### Example
|
|
153
|
+
```ruby
|
|
154
|
+
# Load the gem
|
|
155
|
+
require 'intrinio-sdk'
|
|
156
|
+
|
|
157
|
+
# Setup authorization
|
|
158
|
+
Intrinio.configure do |config|
|
|
159
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
|
160
|
+
end
|
|
161
|
+
|
|
162
|
+
dataTag_api = Intrinio::DataTagApi.new
|
|
163
|
+
|
|
164
|
+
query = "revenue" # String |
|
|
165
|
+
|
|
166
|
+
|
|
167
|
+
begin
|
|
168
|
+
result = dataTag_api.search_data_tags(query)
|
|
169
|
+
p result
|
|
170
|
+
rescue Intrinio::ApiError => e
|
|
171
|
+
puts "Exception when calling DataTagApi->search_data_tags: #{e}"
|
|
172
|
+
end
|
|
173
|
+
```
|
|
174
|
+
|
|
175
|
+
### Parameters
|
|
176
|
+
|
|
177
|
+
Name | Type | Description | Notes
|
|
178
|
+
------------- | ------------- | ------------- | -------------
|
|
179
|
+
**query** | **String**| |
|
|
180
|
+
|
|
181
|
+
### Return type
|
|
182
|
+
|
|
183
|
+
[**ApiResponseDataTags**](ApiResponseDataTags.md)
|
|
184
|
+
|
|
@@ -0,0 +1,11 @@
|
|
|
1
|
+
# Intrinio::DataTagSummary
|
|
2
|
+
|
|
3
|
+
## Properties
|
|
4
|
+
Name | Type | Description | Notes
|
|
5
|
+
------------ | ------------- | ------------- | -------------
|
|
6
|
+
**id** | **String** | The Intrinio ID for the Data Tag | [optional]
|
|
7
|
+
**name** | **String** | The readable name of the Data Tag | [optional]
|
|
8
|
+
**tag** | **String** | The code-name of the Data Tag | [optional]
|
|
9
|
+
**unit** | **String** | The unit of the Data Tag | [optional]
|
|
10
|
+
|
|
11
|
+
|
|
@@ -0,0 +1,19 @@
|
|
|
1
|
+
# Intrinio::EconomicIndex
|
|
2
|
+
|
|
3
|
+
## Properties
|
|
4
|
+
Name | Type | Description | Notes
|
|
5
|
+
------------ | ------------- | ------------- | -------------
|
|
6
|
+
**id** | **String** | The Intrinio ID for the Index | [optional]
|
|
7
|
+
**symbol** | **String** | The symbol used to identify the Index | [optional]
|
|
8
|
+
**name** | **String** | The name of the Index | [optional]
|
|
9
|
+
**continent** | **String** | The continent of the country of focus for the Index | [optional]
|
|
10
|
+
**country** | **String** | The country of focus for the Index | [optional]
|
|
11
|
+
**update_frequency** | **String** | How often the Index is updated | [optional]
|
|
12
|
+
**last_updated** | **DateTime** | When the Index was updated last | [optional]
|
|
13
|
+
**description** | **String** | A paragraph describing the index and its scope | [optional]
|
|
14
|
+
**observation_start** | **Date** | The earliest date for which data is available | [optional]
|
|
15
|
+
**observation_end** | **Date** | The latest date for which data is available | [optional]
|
|
16
|
+
**seasonal_adjustment** | **String** | Whether the data is adjusted to account for seasonality | [optional]
|
|
17
|
+
**units** | **String** | The units of the data | [optional]
|
|
18
|
+
|
|
19
|
+
|
|
@@ -0,0 +1,18 @@
|
|
|
1
|
+
# Intrinio::EconomicIndexSummary
|
|
2
|
+
|
|
3
|
+
## Properties
|
|
4
|
+
Name | Type | Description | Notes
|
|
5
|
+
------------ | ------------- | ------------- | -------------
|
|
6
|
+
**id** | **String** | The Intrinio ID for the Index | [optional]
|
|
7
|
+
**symbol** | **String** | The symbol used to identify the Index | [optional]
|
|
8
|
+
**name** | **String** | The name of the Index | [optional]
|
|
9
|
+
**continent** | **String** | The continent of the country of focus for the Index | [optional]
|
|
10
|
+
**country** | **String** | The country of focus for the Index | [optional]
|
|
11
|
+
**update_frequency** | **String** | How often the Index is updated | [optional]
|
|
12
|
+
**last_updated** | **DateTime** | When the Index was updated last | [optional]
|
|
13
|
+
**observation_start** | **Date** | The earliest date for which data is available | [optional]
|
|
14
|
+
**observation_end** | **Date** | The latest date for which data is available | [optional]
|
|
15
|
+
**seasonal_adjustment** | **String** | Whether the data is adjusted to account for seasonality | [optional]
|
|
16
|
+
**units** | **String** | The units of the data | [optional]
|
|
17
|
+
|
|
18
|
+
|
data/docs/Filing.md
ADDED
|
@@ -0,0 +1,17 @@
|
|
|
1
|
+
# Intrinio::Filing
|
|
2
|
+
|
|
3
|
+
## Properties
|
|
4
|
+
Name | Type | Description | Notes
|
|
5
|
+
------------ | ------------- | ------------- | -------------
|
|
6
|
+
**id** | **String** | The Intrinio ID of the Filing | [optional]
|
|
7
|
+
**filing_date** | **Date** | The date when the filing was submitted to the SEC by the company | [optional]
|
|
8
|
+
**accepted_date** | **DateTime** | The date and time when the filing was accepted by SEC | [optional]
|
|
9
|
+
**period_end_date** | **Date** | The ending date of the fiscal period for the filing | [optional]
|
|
10
|
+
**report_type** | **String** | The filing report type | [optional]
|
|
11
|
+
**sec_unique_id** | **String** | A unique identifier for the filing provided by the SEC | [optional]
|
|
12
|
+
**filing_url** | **String** | The URL to the filing page on the SEC site | [optional]
|
|
13
|
+
**report_url** | **String** | The URL to the actual report on the SEC site | [optional]
|
|
14
|
+
**instance_url** | **String** | The URL for the XBRL filing for the report | [optional]
|
|
15
|
+
**company** | [**CompanySummary**](CompanySummary.md) | | [optional]
|
|
16
|
+
|
|
17
|
+
|
data/docs/FilingApi.md
ADDED
|
@@ -0,0 +1,142 @@
|
|
|
1
|
+
# Intrinio::FilingApi
|
|
2
|
+
|
|
3
|
+
All URIs are relative to *https://api-v2.intrinio.com*
|
|
4
|
+
|
|
5
|
+
Method | HTTP request | Description
|
|
6
|
+
------------- | ------------- | -------------
|
|
7
|
+
[**filter_filings**](FilingApi.md#filter_filings) | **GET** /filings/filter | Filter Filings
|
|
8
|
+
[**get_all_filings**](FilingApi.md#get_all_filings) | **GET** /filings | Get All Filings
|
|
9
|
+
[**get_filing_by_id**](FilingApi.md#get_filing_by_id) | **GET** /filings/{id} | Get a Filing by ID
|
|
10
|
+
|
|
11
|
+
|
|
12
|
+
# **filter_filings**
|
|
13
|
+
> ApiResponseFilings filter_filings(company, opts)
|
|
14
|
+
|
|
15
|
+
Filter Filings
|
|
16
|
+
|
|
17
|
+
Returns filings that match the specified filters
|
|
18
|
+
|
|
19
|
+
### Example
|
|
20
|
+
```ruby
|
|
21
|
+
# Load the gem
|
|
22
|
+
require 'intrinio-sdk'
|
|
23
|
+
|
|
24
|
+
# Setup authorization
|
|
25
|
+
Intrinio.configure do |config|
|
|
26
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
|
27
|
+
end
|
|
28
|
+
|
|
29
|
+
filing_api = Intrinio::FilingApi.new
|
|
30
|
+
|
|
31
|
+
company = "AAPL" # String | Filings for the given `company` identifier (ticker, CIK, LEI, Intrinio ID)
|
|
32
|
+
|
|
33
|
+
opts = {
|
|
34
|
+
report_type: nil, # String | Filter by report type
|
|
35
|
+
start_date: Date.parse("2015-01-01"), # Date | Filed on or after the given date
|
|
36
|
+
end_date: Date.parse("2019-01-01"), # Date | Filed before or after the given date
|
|
37
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
|
38
|
+
}
|
|
39
|
+
|
|
40
|
+
begin
|
|
41
|
+
result = filing_api.filter_filings(company, opts)
|
|
42
|
+
p result
|
|
43
|
+
rescue Intrinio::ApiError => e
|
|
44
|
+
puts "Exception when calling FilingApi->filter_filings: #{e}"
|
|
45
|
+
end
|
|
46
|
+
```
|
|
47
|
+
|
|
48
|
+
### Parameters
|
|
49
|
+
|
|
50
|
+
Name | Type | Description | Notes
|
|
51
|
+
------------- | ------------- | ------------- | -------------
|
|
52
|
+
**company** | **String**| Filings for the given `company` identifier (ticker, CIK, LEI, Intrinio ID) |
|
|
53
|
+
**report_type** | **String**| Filter by report type | [optional]
|
|
54
|
+
**start_date** | **Date**| Filed on or after the given date | [optional]
|
|
55
|
+
**end_date** | **Date**| Filed before or after the given date | [optional]
|
|
56
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
|
57
|
+
|
|
58
|
+
### Return type
|
|
59
|
+
|
|
60
|
+
[**ApiResponseFilings**](ApiResponseFilings.md)
|
|
61
|
+
|
|
62
|
+
# **get_all_filings**
|
|
63
|
+
> ApiResponseFilings get_all_filings(opts)
|
|
64
|
+
|
|
65
|
+
Get All Filings
|
|
66
|
+
|
|
67
|
+
Returns all filings
|
|
68
|
+
|
|
69
|
+
### Example
|
|
70
|
+
```ruby
|
|
71
|
+
# Load the gem
|
|
72
|
+
require 'intrinio-sdk'
|
|
73
|
+
|
|
74
|
+
# Setup authorization
|
|
75
|
+
Intrinio.configure do |config|
|
|
76
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
|
77
|
+
end
|
|
78
|
+
|
|
79
|
+
filing_api = Intrinio::FilingApi.new
|
|
80
|
+
|
|
81
|
+
opts = {
|
|
82
|
+
next_page: nil # String | Gets the next page of data from a previous API call
|
|
83
|
+
}
|
|
84
|
+
|
|
85
|
+
begin
|
|
86
|
+
result = filing_api.get_all_filings(opts)
|
|
87
|
+
p result
|
|
88
|
+
rescue Intrinio::ApiError => e
|
|
89
|
+
puts "Exception when calling FilingApi->get_all_filings: #{e}"
|
|
90
|
+
end
|
|
91
|
+
```
|
|
92
|
+
|
|
93
|
+
### Parameters
|
|
94
|
+
|
|
95
|
+
Name | Type | Description | Notes
|
|
96
|
+
------------- | ------------- | ------------- | -------------
|
|
97
|
+
**next_page** | **String**| Gets the next page of data from a previous API call | [optional]
|
|
98
|
+
|
|
99
|
+
### Return type
|
|
100
|
+
|
|
101
|
+
[**ApiResponseFilings**](ApiResponseFilings.md)
|
|
102
|
+
|
|
103
|
+
# **get_filing_by_id**
|
|
104
|
+
> Filing get_filing_by_id(id)
|
|
105
|
+
|
|
106
|
+
Get a Filing by ID
|
|
107
|
+
|
|
108
|
+
Return the filing with the given ID
|
|
109
|
+
|
|
110
|
+
### Example
|
|
111
|
+
```ruby
|
|
112
|
+
# Load the gem
|
|
113
|
+
require 'intrinio-sdk'
|
|
114
|
+
|
|
115
|
+
# Setup authorization
|
|
116
|
+
Intrinio.configure do |config|
|
|
117
|
+
config.api_key['api_key'] = 'YOUR API KEY'
|
|
118
|
+
end
|
|
119
|
+
|
|
120
|
+
filing_api = Intrinio::FilingApi.new
|
|
121
|
+
|
|
122
|
+
id = "fil_7Kn2P6" # String | The Intrinio ID of the Filing
|
|
123
|
+
|
|
124
|
+
|
|
125
|
+
begin
|
|
126
|
+
result = filing_api.get_filing_by_id(id)
|
|
127
|
+
p result
|
|
128
|
+
rescue Intrinio::ApiError => e
|
|
129
|
+
puts "Exception when calling FilingApi->get_filing_by_id: #{e}"
|
|
130
|
+
end
|
|
131
|
+
```
|
|
132
|
+
|
|
133
|
+
### Parameters
|
|
134
|
+
|
|
135
|
+
Name | Type | Description | Notes
|
|
136
|
+
------------- | ------------- | ------------- | -------------
|
|
137
|
+
**id** | **String**| The Intrinio ID of the Filing |
|
|
138
|
+
|
|
139
|
+
### Return type
|
|
140
|
+
|
|
141
|
+
[**Filing**](Filing.md)
|
|
142
|
+
|