Definition of the FinancialStatements class More...
Public Member Functions | |
| FinancialStatements (ITimeProvider timeProvider, SecurityIdentifier securityIdentifier) | |
| Creates a new instance for the given time and security More... | |
| override FundamentalTimeDependentProperty | Clone (ITimeProvider timeProvider) |
| Clones this instance More... | |
 Public Member Functions inherited from QuantConnect.Data.Fundamental.FundamentalTimeDependentProperty | |
| FundamentalTimeDependentProperty (ITimeProvider timeProvider, SecurityIdentifier securityIdentifier) | |
| Creates a new instance for the given time and security More... | |
Public Attributes | |
| FinancialStatementsPeriodEndingDate | PeriodEndingDate => _periodEndingDate # new(_timeProvider, _securityIdentifier) |
| The exact date that is given in the financial statements for each quarter's end. More... | |
| FinancialStatementsFileDate | FileDate => _fileDate # new(_timeProvider, _securityIdentifier) |
| Specific date on which a company released its filing to the public. More... | |
| FinancialStatementsAccessionNumber | AccessionNumber => _accessionNumber # new(_timeProvider, _securityIdentifier) |
| The accession number is a unique number that EDGAR assigns to each submission as the submission is received. More... | |
| FinancialStatementsFormType | FormType => _formType # new(_timeProvider, _securityIdentifier) |
| The type of filing of the report: for instance, 10-K (annual report) or 10-Q (quarterly report). More... | |
| PeriodAuditor | PeriodAuditor => _periodAuditor # new(_timeProvider, _securityIdentifier) |
| The name of the auditor that performed the financial statement audit for the given period. More... | |
| AuditorReportStatus | AuditorReportStatus => _auditorReportStatus # new(_timeProvider, _securityIdentifier) |
| Auditor opinion code will be one of the following for each annual period: Code Meaning UQ Unqualified Opinion UE Unqualified Opinion with Explanation QM Qualified - Due to change in accounting method QL Qualified - Due to litigation OT Qualified Opinion - Other AO Adverse Opinion DS Disclaim an opinion UA Unaudited More... | |
| InventoryValuationMethod | InventoryValuationMethod => _inventoryValuationMethod # new(_timeProvider, _securityIdentifier) |
| Which method of inventory valuation was used - LIFO, FIFO, Average, Standard costs, Net realizable value, Others, LIFO and FIFO, FIFO and Average, FIFO and other, LIFO and Average, LIFO and other, Average and other, 3 or more methods, None More... | |
| NumberOfShareHolders | NumberOfShareHolders => _numberOfShareHolders # new(_timeProvider, _securityIdentifier) |
| The number of shareholders on record More... | |
| FinancialStatementsPeriodType | PeriodType => _periodType # new(_timeProvider, _securityIdentifier) |
| The nature of the period covered by an individual set of financial results. The output can be: Quarter, Semi-annual or Annual. Assuming a 12-month fiscal year, quarter typically covers a three-month period, semi-annual a six-month period, and annual a twelve-month period. Annual could cover results collected either from preliminary results or an annual report More... | |
| TotalRiskBasedCapital | TotalRiskBasedCapital => _totalRiskBasedCapital # new(_timeProvider, _securityIdentifier) |
| The sum of Tier 1 and Tier 2 Capital. Tier 1 capital consists of common shareholders equity, perpetual preferred shareholders equity with non-cumulative dividends, retained earnings, and minority interests in the equity accounts of consolidated subsidiaries. Tier 2 capital consists of subordinated debt, intermediate-term preferred stock, cumulative and long-term preferred stock, and a portion of a bank's allowance for loan and lease losses. More... | |
| IncomeStatement | IncomeStatement => _incomeStatement # new(_timeProvider, _securityIdentifier) |
| The instance of the IncomeStatement class More... | |
| BalanceSheet | BalanceSheet => _balanceSheet # new(_timeProvider, _securityIdentifier) |
| The instance of the BalanceSheet class More... | |
| CashFlowStatement | CashFlowStatement => _cashFlowStatement # new(_timeProvider, _securityIdentifier) |
| The instance of the CashFlowStatement class More... | |
Additional Inherited Members | |
| Properties inherited from QuantConnect.Data.Fundamental.FundamentalTimeDependentProperty | |
| ITimeProvider | _timeProvider [get] |
| The time provider instance to use More... | |
| SecurityIdentifier | _securityIdentifier [get] |
| The SID instance to use More... | |
Detailed Description
Definition of the FinancialStatements class
Definition at line 29 of file FinancialStatements.cs.
Constructor & Destructor Documentation
◆ FinancialStatements()
| QuantConnect.Data.Fundamental.FinancialStatements.FinancialStatements | ( | ITimeProvider | timeProvider, |
| SecurityIdentifier | securityIdentifier | ||
| ) |
Creates a new instance for the given time and security
Definition at line 155 of file FinancialStatements.cs.
Member Function Documentation
◆ Clone()
|
virtual |
Clones this instance
Implements QuantConnect.Data.Fundamental.FundamentalTimeDependentProperty.
Definition at line 163 of file FinancialStatements.cs.
Member Data Documentation
◆ PeriodEndingDate
| FinancialStatementsPeriodEndingDate QuantConnect.Data.Fundamental.FinancialStatements.PeriodEndingDate => _periodEndingDate # new(_timeProvider, _securityIdentifier) |
The exact date that is given in the financial statements for each quarter's end.
Morningstar DataId: 20001
Definition at line 38 of file FinancialStatements.cs.
◆ FileDate
| FinancialStatementsFileDate QuantConnect.Data.Fundamental.FinancialStatements.FileDate => _fileDate # new(_timeProvider, _securityIdentifier) |
Specific date on which a company released its filing to the public.
Morningstar DataId: 20002
Definition at line 48 of file FinancialStatements.cs.
◆ AccessionNumber
| FinancialStatementsAccessionNumber QuantConnect.Data.Fundamental.FinancialStatements.AccessionNumber => _accessionNumber # new(_timeProvider, _securityIdentifier) |
The accession number is a unique number that EDGAR assigns to each submission as the submission is received.
Morningstar DataId: 20003
Definition at line 58 of file FinancialStatements.cs.
◆ FormType
| FinancialStatementsFormType QuantConnect.Data.Fundamental.FinancialStatements.FormType => _formType # new(_timeProvider, _securityIdentifier) |
The type of filing of the report: for instance, 10-K (annual report) or 10-Q (quarterly report).
Morningstar DataId: 20004
Definition at line 68 of file FinancialStatements.cs.
◆ PeriodAuditor
| PeriodAuditor QuantConnect.Data.Fundamental.FinancialStatements.PeriodAuditor => _periodAuditor # new(_timeProvider, _securityIdentifier) |
The name of the auditor that performed the financial statement audit for the given period.
Morningstar DataId: 28000
Definition at line 78 of file FinancialStatements.cs.
◆ AuditorReportStatus
| AuditorReportStatus QuantConnect.Data.Fundamental.FinancialStatements.AuditorReportStatus => _auditorReportStatus # new(_timeProvider, _securityIdentifier) |
Auditor opinion code will be one of the following for each annual period: Code Meaning UQ Unqualified Opinion UE Unqualified Opinion with Explanation QM Qualified - Due to change in accounting method QL Qualified - Due to litigation OT Qualified Opinion - Other AO Adverse Opinion DS Disclaim an opinion UA Unaudited
Morningstar DataId: 28001
Definition at line 88 of file FinancialStatements.cs.
◆ InventoryValuationMethod
| InventoryValuationMethod QuantConnect.Data.Fundamental.FinancialStatements.InventoryValuationMethod => _inventoryValuationMethod # new(_timeProvider, _securityIdentifier) |
Which method of inventory valuation was used - LIFO, FIFO, Average, Standard costs, Net realizable value, Others, LIFO and FIFO, FIFO and Average, FIFO and other, LIFO and Average, LIFO and other, Average and other, 3 or more methods, None
Morningstar DataId: 28002
Definition at line 98 of file FinancialStatements.cs.
◆ NumberOfShareHolders
| NumberOfShareHolders QuantConnect.Data.Fundamental.FinancialStatements.NumberOfShareHolders => _numberOfShareHolders # new(_timeProvider, _securityIdentifier) |
The number of shareholders on record
Morningstar DataId: 28003
Definition at line 108 of file FinancialStatements.cs.
◆ PeriodType
| FinancialStatementsPeriodType QuantConnect.Data.Fundamental.FinancialStatements.PeriodType => _periodType # new(_timeProvider, _securityIdentifier) |
The nature of the period covered by an individual set of financial results. The output can be: Quarter, Semi-annual or Annual. Assuming a 12-month fiscal year, quarter typically covers a three-month period, semi-annual a six-month period, and annual a twelve-month period. Annual could cover results collected either from preliminary results or an annual report
Morningstar DataId: 28006
Definition at line 118 of file FinancialStatements.cs.
◆ TotalRiskBasedCapital
| TotalRiskBasedCapital QuantConnect.Data.Fundamental.FinancialStatements.TotalRiskBasedCapital => _totalRiskBasedCapital # new(_timeProvider, _securityIdentifier) |
The sum of Tier 1 and Tier 2 Capital. Tier 1 capital consists of common shareholders equity, perpetual preferred shareholders equity with non-cumulative dividends, retained earnings, and minority interests in the equity accounts of consolidated subsidiaries. Tier 2 capital consists of subordinated debt, intermediate-term preferred stock, cumulative and long-term preferred stock, and a portion of a bank's allowance for loan and lease losses.
Morningstar DataId: 28004
Definition at line 128 of file FinancialStatements.cs.
◆ IncomeStatement
| IncomeStatement QuantConnect.Data.Fundamental.FinancialStatements.IncomeStatement => _incomeStatement # new(_timeProvider, _securityIdentifier) |
The instance of the IncomeStatement class
Definition at line 135 of file FinancialStatements.cs.
◆ BalanceSheet
| BalanceSheet QuantConnect.Data.Fundamental.FinancialStatements.BalanceSheet => _balanceSheet # new(_timeProvider, _securityIdentifier) |
The instance of the BalanceSheet class
Definition at line 142 of file FinancialStatements.cs.
◆ CashFlowStatement
| CashFlowStatement QuantConnect.Data.Fundamental.FinancialStatements.CashFlowStatement => _cashFlowStatement # new(_timeProvider, _securityIdentifier) |
The instance of the CashFlowStatement class
Definition at line 149 of file FinancialStatements.cs.
The documentation for this class was generated from the following file:
- Common/Data/Fundamental/Generated/FinancialStatements.cs
