> ## Documentation Index
> Fetch the complete documentation index at: https://socialquery.dev/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance Statements

> Returns canonical combined income, balance-sheet and cash-flow statements for US-listed companies with recent USD US-GAAP reports. Google Finance line items are matched to exact SEC fiscal closing dates and corroborated against reported revenue. Annual and quarterly responses normally cover five periods; trailing responses calculate rolling totals from four contiguous quarters. Each delta is a fractional change from the adjacent returned period; missing or zero denominators remain null. Restatements replace prior values, so this is not point-in-time data. Currency and the price-to-book, return-on-assets and return-on-capital fields remain null.

<Note>Coverage is limited to US-listed companies with recent USD US-GAAP filings. Statement values come from Google Finance; SEC filings supply exact fiscal closing dates and corroborating revenue. Rows that cannot be matched reliably are omitted.</Note>

The response contains `items[].financial_statement`, with income, balance-sheet and cash-flow fields together for each period. `type` supports annual (default), quarterly and trailing. The current source normally provides five annual and five quarterly periods.

Trailing values require four contiguous quarters. Flow fields and earnings per share are summed; balance-sheet fields use the latest quarter. Profit margin is calculated from the summed income and revenue. The trailing effective tax rate remains null because the source does not supply the components needed to weight it.

Deltas compare adjacent periods as `(current - prior) / abs(prior)`. A missing or zero prior value produces null, as does the earliest available period. Profit margins and tax rates use percent units. Currency, price-to-book, return-on-assets and return-on-capital remain null on this surface.

<Warning>Period ends are reporting dates, not filing dates. Restatements can replace older figures. This endpoint does not reconstruct the information available at a historical date. Google Finance cash-flow and EBITDA definitions may differ from issuer-defined measures.</Warning>


## OpenAPI

````yaml GET /finance/statements
openapi: 3.1.0
info:
  title: SocialQuery API
  version: '2026-10-09'
  description: >-
    Documented requests for public-source records. Inspect accepted inputs and
    credit amounts, then verify the selected operation before integrating
    preview coverage.
servers:
  - url: https://socialquery.dev/v1
security:
  - apiKey: []
paths:
  /finance/statements:
    get:
      tags:
        - Finance
      summary: Finance Statements
      description: >-
        Returns canonical combined income, balance-sheet and cash-flow
        statements for US-listed companies with recent USD US-GAAP reports.
        Google Finance line items are matched to exact SEC fiscal closing dates
        and corroborated against reported revenue. Annual and quarterly
        responses normally cover five periods; trailing responses calculate
        rolling totals from four contiguous quarters. Each delta is a fractional
        change from the adjacent returned period; missing or zero denominators
        remain null. Restatements replace prior values, so this is not
        point-in-time data. Currency and the price-to-book, return-on-assets and
        return-on-capital fields remain null.
      operationId: get_finance_statements
      parameters:
        - name: keyword
          in: query
          required: true
          example: AAPL
          schema:
            type: string
          description: >-
            US-listed ticker, optionally followed by :EXCHANGE. SEC dates
            require recent USD US-GAAP filings.
        - name: type
          in: query
          required: false
          example: quarterly
          schema:
            type: string
            enum:
              - annual
              - quarterly
              - trailing
          description: >-
            annual (default), quarterly, or trailing. Trailing sums four
            contiguous quarters; stock balances come from the latest quarter.
        - name: Cache-Control
          in: header
          required: false
          example: no-cache
          schema:
            type: string
        - name: Idempotency-Key
          in: header
          required: false
          example: 7a5e1b4c-2d8f-4a3b-9c1e-6e8b4d2a1f3c
          schema:
            type: string
        - name: X-Max-Credits
          in: header
          required: false
          description: >-
            Optional nonnegative integer cap on the maximum request hold. A live
            request whose hold exceeds this cap returns 422
            CREDIT_BUDGET_EXCEEDED before spending. Metered holds use the
            requested limit; cache hits and successful idempotent replays cost
            zero.
          schema:
            type: integer
            minimum: 0
      responses:
        '200':
          description: >-
            Request completed. Interpret data using the selected resource
            contract.
          headers:
            X-Request-Id:
              schema:
                type: string
            X-Credits-Used:
              schema:
                type: integer
            X-Credits-Remaining:
              schema:
                type: string
            X-Cache:
              schema:
                type: string
                enum:
                  - HIT
                  - MISS
                  - BYPASS
          content:
            application/json:
              schema:
                type: object
                required:
                  - success
                  - platform
                  - endpoint
                  - credits_used
                  - credits_remaining
                  - request_id
                  - cached
                  - data
                properties:
                  success:
                    type: boolean
                    const: true
                  platform:
                    type: string
                  endpoint:
                    type: string
                  credits_used:
                    type: integer
                    minimum: 0
                  credits_remaining:
                    type:
                      - integer
                      - 'null'
                  request_id:
                    type: string
                  cached:
                    type: boolean
                  data:
                    type: object
                    required:
                      - items
                      - total
                      - next_cursor
                      - dropped
                    properties:
                      items:
                        type: array
                        items:
                          type: object
                          required:
                            - financial_statement
                          properties:
                            financial_statement:
                              $ref: '#/components/schemas/FinancialStatement'
                      total:
                        type: integer
                      next_cursor:
                        type:
                          - string
                          - 'null'
                      dropped:
                        type: integer
                      sources:
                        type: array
                        items:
                          type: string
                      _warnings:
                        type: array
                        items:
                          type: string
        '400':
          $ref: '#/components/responses/Error400'
        '401':
          $ref: '#/components/responses/Error401'
        '402':
          $ref: '#/components/responses/Error402'
        '403':
          $ref: '#/components/responses/Error403'
        '404':
          $ref: '#/components/responses/Error404'
        '405':
          $ref: '#/components/responses/Error405'
        '409':
          $ref: '#/components/responses/Error409'
        '422':
          $ref: '#/components/responses/Error422'
        '429':
          $ref: '#/components/responses/Error429'
        '500':
          $ref: '#/components/responses/Error500'
        '502':
          $ref: '#/components/responses/Error502'
        '503':
          $ref: '#/components/responses/Error503'
        '504':
          $ref: '#/components/responses/Error504'
components:
  schemas:
    FinancialStatement:
      type: object
      required:
        - revenue
        - operating_expense
        - net_income
        - net_profit_margin
        - earnings_per_share
        - ebitda
        - effective_tax_rate
        - cash_and_short_term_investments
        - total_assets
        - total_liabilities
        - total_equity
        - shares_outstanding
        - cash_from_operations
        - cash_from_investing
        - cash_from_financing
        - net_change_in_cash
        - free_cash_flow
        - revenue_delta
        - operating_expense_delta
        - net_income_delta
        - net_profit_margin_delta
        - earnings_per_share_delta
        - ebitda_delta
        - cash_and_short_term_investments_delta
        - total_assets_delta
        - total_liabilities_delta
        - cash_from_operations_delta
        - cash_from_investing_delta
        - cash_from_financing_delta
        - net_change_in_cash_delta
        - free_cash_flow_delta
        - price_to_book
        - return_on_assets
        - return_on_capital
        - id
        - symbol
        - statement
        - period_type
        - period_end
        - currency
      properties:
        revenue:
          type:
            - number
            - 'null'
        operating_expense:
          type:
            - number
            - 'null'
        net_income:
          type:
            - number
            - 'null'
        net_profit_margin:
          type:
            - number
            - 'null'
        earnings_per_share:
          type:
            - number
            - 'null'
        ebitda:
          type:
            - number
            - 'null'
        effective_tax_rate:
          type:
            - number
            - 'null'
        cash_and_short_term_investments:
          type:
            - number
            - 'null'
        total_assets:
          type:
            - number
            - 'null'
        total_liabilities:
          type:
            - number
            - 'null'
        total_equity:
          type:
            - number
            - 'null'
        shares_outstanding:
          type:
            - number
            - 'null'
        cash_from_operations:
          type:
            - number
            - 'null'
        cash_from_investing:
          type:
            - number
            - 'null'
        cash_from_financing:
          type:
            - number
            - 'null'
        net_change_in_cash:
          type:
            - number
            - 'null'
        free_cash_flow:
          type:
            - number
            - 'null'
        revenue_delta:
          type:
            - number
            - 'null'
        operating_expense_delta:
          type:
            - number
            - 'null'
        net_income_delta:
          type:
            - number
            - 'null'
        net_profit_margin_delta:
          type:
            - number
            - 'null'
        earnings_per_share_delta:
          type:
            - number
            - 'null'
        ebitda_delta:
          type:
            - number
            - 'null'
        cash_and_short_term_investments_delta:
          type:
            - number
            - 'null'
        total_assets_delta:
          type:
            - number
            - 'null'
        total_liabilities_delta:
          type:
            - number
            - 'null'
        cash_from_operations_delta:
          type:
            - number
            - 'null'
        cash_from_investing_delta:
          type:
            - number
            - 'null'
        cash_from_financing_delta:
          type:
            - number
            - 'null'
        net_change_in_cash_delta:
          type:
            - number
            - 'null'
        free_cash_flow_delta:
          type:
            - number
            - 'null'
        price_to_book:
          type:
            - number
            - 'null'
        return_on_assets:
          type:
            - number
            - 'null'
        return_on_capital:
          type:
            - number
            - 'null'
        id:
          type: string
        symbol:
          type: string
        statement:
          type: string
          enum:
            - combined
        period_type:
          type: string
          enum:
            - annual
            - quarterly
            - ttm
        period_end:
          type: string
          format: date-time
        currency:
          type:
            - string
            - 'null'
    SocialQueryError:
      type: object
      required:
        - success
        - platform
        - endpoint
        - credits_used
        - credits_remaining
        - request_id
        - cached
        - error
      properties:
        success:
          type: boolean
          const: false
        platform:
          type: string
        endpoint:
          type: string
        credits_used:
          type: integer
          minimum: 0
        credits_remaining:
          type:
            - integer
            - 'null'
        request_id:
          type: string
        cached:
          type: boolean
        error:
          type: object
          required:
            - code
            - type
            - message
            - status
            - doc_url
          properties:
            code:
              type: string
            type:
              type: string
            message:
              type: string
            status:
              type: integer
            doc_url:
              type: string
              format: uri
  responses:
    Error400:
      description: Upstream rejected the request.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
    Error401:
      description: Missing, expired, invalid, or revoked API key.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
    Error402:
      description: Insufficient SocialQuery credits.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
    Error403:
      description: Key scope or provider policy denied access.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
    Error404:
      description: Endpoint or upstream resource not found.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
    Error405:
      description: HTTP method is not supported.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
    Error409:
      description: Idempotency conflict or request in progress.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
    Error422:
      description: Invalid parameters.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
    Error429:
      description: Request limit reached.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
    Error500:
      description: Request processing failed.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
    Error502:
      description: Upstream service failed.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
    Error503:
      description: Provider or required service is unavailable.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
    Error504:
      description: Upstream service timed out.
      headers:
        X-Request-Id:
          schema:
            type: string
        X-Credits-Used:
          schema:
            type: integer
        X-Credits-Remaining:
          schema:
            type: string
        X-Cache:
          schema:
            type: string
            enum:
              - HIT
              - MISS
              - BYPASS
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/SocialQueryError'
  securitySchemes:
    apiKey:
      type: apiKey
      in: header
      name: x-api-key

````

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