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
period_ending_date: FinancialStatementsPeriodEndingDate
The exact date that is given in the financial statements for each quarter's end.
file_date
file_date: FinancialStatementsFileDate
Specific date on which a company released its filing to the public.
accession_number
accession_number: FinancialStatementsAccessionNumber
The accession number is a unique number that EDGAR assigns to each submission as the submission is received.
form_type
form_type: FinancialStatementsFormType
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
period_type: FinancialStatementsPeriodType
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.
cash_flow_statement
cash_flow_statement: CashFlowStatement
The instance of the CashFlowStatement class
clone
clone(
time_provider: ITimeProvider,
) -> FundamentalTimeDependentProperty
Clones this instance