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FinancialStatements

QuantConnect.Data.Fundamental.FinancialStatements

FinancialStatements(
    time_provider: ITimeProvider,
    security_identifier: SecurityIdentifier,
)

Bases: FundamentalTimeDependentProperty

Definition of the FinancialStatements class

Creates a new instance for the given time and security

period_ending_date

The exact date that is given in the financial statements for each quarter's end.

file_date

Specific date on which a company released its filing to the public.

accession_number

The accession number is a unique number that EDGAR assigns to each submission as the submission is received.

form_type

The type of filing of the report: for instance, 10-K (annual report) or 10-Q (quarterly report).

period_auditor

period_auditor: PeriodAuditor

The name of the auditor that performed the financial statement audit for the given period.

auditor_report_status

auditor_report_status: AuditorReportStatus

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

inventory_valuation_method

inventory_valuation_method: InventoryValuationMethod

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

number_of_share_holders

number_of_share_holders: NumberOfShareHolders

The number of shareholders on record

period_type

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

total_risk_based_capital

total_risk_based_capital: TotalRiskBasedCapital

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.

income_statement

income_statement: IncomeStatement

The instance of the IncomeStatement class

balance_sheet

balance_sheet: BalanceSheet

The instance of the BalanceSheet class

cash_flow_statement

cash_flow_statement: CashFlowStatement

The instance of the CashFlowStatement class

clone

clone(
    time_provider: ITimeProvider,
) -> FundamentalTimeDependentProperty

Clones this instance