# 获取全部财务报表

**API:** Data API

**Endpoint:** `GET /v1/beta/financial/financials`

**Tags:** Financial Data

一次调用获取单个公司的全部三张报表。返回一个 `financials` 对象，包含 `income_statements`、`balance_sheets` 和 `cash_flow_statements`，每张的结构与专用工具返回的相同。`period` 为必填（annual、quarterly 或 ttm）；通过 `ticker` 或 `cik` 指定公司，并用 `limit` 限制数量。当你需要全貌、否则要调用三次时使用它。若只需一张报表，`get_financial_financials_income_statements`、`get_financial_financials_balance_sheets` 或 `get_financial_financials_cash_flow_statements` 返回的数据少得多；若需跨多家公司获取少量指定字段，`post_financial_financials_search_line_items` 的范围更窄。

### 计费参考

- 计量方式：按成功请求的固定成本计费。
- 参考请求估算：0.02 美元。
- 参考客户倍率：1.0。不得对已结算的客户金额再次应用。

仅供参考的元数据，不是账户报价、保证价格或消费上限。资源额度不同于 Felo 额度。最终扣费以 Felo 计费记录为准。

## Base URL

- `https://openapi.felo.ai`

## Authentication

- `FeloBearerAuth` (http bearer, bearer format Felo API Key)
- `FeloApiKey` (apiKey in header `X-API-Key`)

## Parameters

| Name | In | Required | Type | Description |
| --- | --- | --- | --- | --- |
| `cik` | query | no | string | 公司的 Central Index Key（CIK）。 |
| `cursor` | query | no | string | 来自先前响应 next_page_url 的不透明分页游标。提供后，其他所有查询参数都会被忽略：游标携带原始请求的筛选条件。请将其视为不透明值，不要构造或修改。 |
| `filing_date` | query | no | string, (date) | 按 SEC 申报日期的精确值筛选，格式为 YYYY-MM-DD。没有已知申报日期的行会被排除。 |
| `filing_date_gt` | query | no | string, (date) | 按 SEC 申报日期晚于指定日期筛选，格式为 YYYY-MM-DD。没有已知申报日期的行会被排除。 |
| `filing_date_gte` | query | no | string, (date) | 按 SEC 申报日期晚于或等于指定日期筛选，格式为 YYYY-MM-DD。没有已知申报日期的行会被排除。 |
| `filing_date_lt` | query | no | string, (date) | 按 SEC 申报日期早于指定日期筛选，格式为 YYYY-MM-DD。没有已知申报日期的行会被排除。 |
| `filing_date_lte` | query | no | string, (date) | 按 SEC 申报日期早于或等于指定日期筛选，格式为 YYYY-MM-DD。适用于时点查询：仅返回截至该日期已公开申报的数据。没有已知申报日期的行会被排除。 |
| `limit` | query | no | integer, (int32) | 要返回的最大财务报表数。这是所有页面的总数，而不是页大小：每页最多包含 10 条记录，并通过 `next_page_url` 链接。 |
| `period` | query | yes | string, enum: "annual", "quarterly", "ttm" | 财务报表的时间段。 |
| `report_period` | query | no | string, (date) | 按报告期日期的精确值筛选，格式为 YYYY-MM-DD。 |
| `report_period_gt` | query | no | string, (date) | 筛选报告期大于 YYYY-MM-DD 格式的日期。 |
| `report_period_gte` | query | no | string, (date) | 筛选报告期大于或等于 YYYY-MM-DD 格式的日期。 |
| `report_period_lt` | query | no | string, (date) | 筛选报告期小于 YYYY-MM-DD 格式的日期。 |
| `report_period_lte` | query | no | string, (date) | 筛选报告期小于或等于 YYYY-MM-DD 格式的日期。 |
| `ticker` | query | no | string | 股票代码。未提供 cik 时必填。 |

## Responses

### 200 — 财务报表响应

Headers:
- `X-Request-Id` (string) — 联系 Felo 支持时需提供的请求标识符。

**application/json**

Schema: `ResponseE40Feb4D3D6B_FinancialsResponse` (`#/components/schemas/ResponseE40Feb4D3D6B_FinancialsResponse`)

### 400 — 无法处理该请求。请检查请求参数。

### 401 — 需要有效的 Felo API 密钥。

### 402 — 由于未满足计费要求，请求无法继续。

### 403 — 该账户无权执行此操作。

### 429 — 已达到请求或支出限额。

### 502 — 服务无法完成该请求。

### 503 — API 或计费服务暂时不可用。

### 504 — 服务在处理请求时超时。

### default — 错误响应；上游透传响应可能采用提供方格式

**application/json**

Schema:

```json
{}
```

## Schema definitions

### ResponseE40Feb4D3D6B_BalanceSheet

`#/components/schemas/ResponseE40Feb4D3D6B_BalanceSheet`

```json
{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "股票代码。"
    },
    "report_period": {
      "type": "string",
      "format": "date",
      "description": "资产负债表的报告期。"
    },
    "fiscal_period": {
      "type": "string",
      "description": "资产负债表的会计期间。"
    },
    "period": {
      "type": "string",
      "enum": [
        "quarterly",
        "ttm",
        "annual"
      ],
      "description": "资产负债表的时间段。"
    },
    "currency": {
      "type": "string",
      "description": "财务数据的报告货币。"
    },
    "accession_number": {
      "type": [
        "string",
        "null"
      ],
      "description": "申报文件的 SEC accession number。"
    },
    "form_type": {
      "type": [
        "string",
        "null"
      ],
      "description": "该行数据来源的 SEC 表格（`10-K`、`10-Q/A`、`20-F`、`S-1`……）。这是申报时实际提交的表格，因此修正版会保留 `/A` 后缀。当 `period` 为 `ttm` 时为 null：十二个月滚动窗口可能跨越多个申报文件，因此不会归到某一个。当第四季度由财年申报文件推导而来时，`quarterly` 行也可能带有 `10-K`。"
    },
    "filing_url": {
      "type": [
        "string",
        "null"
      ],
      "format": "uri",
      "description": "SEC 申报文件的 URL。"
    },
    "filing_date": {
      "type": [
        "string",
        "null"
      ],
      "format": "date",
      "description": "SEC 受理申报的日历日，采用美国东部时间（SEC 的运营时区）。与 `filing_datetime` 配对的日历日。当该行未关联任何带日期的 SEC 申报文件时为 null。"
    },
    "filing_datetime": {
      "type": [
        "string",
        "null"
      ],
      "format": "date-time",
      "description": "记录 SEC 受理申报的日内时间戳，采用美国东部时间。取自 SEC EDGAR submissions API 上的 `acceptanceDateTime` 字段。与 `filing_date` 配对（同一事件的日历日精度）。"
    },
    "total_assets": {
      "type": "number",
      "description": "公司的总资产。"
    },
    "current_assets": {
      "type": "number",
      "description": "公司的流动资产。"
    },
    "cash_and_equivalents": {
      "type": "number",
      "description": "公司的现金及等价物。"
    },
    "inventory": {
      "type": "number",
      "description": "公司的存货。"
    },
    "current_investments": {
      "type": "number",
      "description": "公司的流动投资。"
    },
    "trade_and_non_trade_receivables": {
      "type": "number",
      "description": "公司的应收账款及非贸易应收款。"
    },
    "non_current_assets": {
      "type": "number",
      "description": "公司的非流动资产。"
    },
    "property_plant_and_equipment": {
      "type": "number",
      "description": "公司的不动产、厂房及设备。"
    },
    "goodwill_and_intangible_assets": {
      "type": "number",
      "description": "公司的商誉及无形资产。"
    },
    "investments": {
      "type": "number",
      "description": "公司的投资。"
    },
    "non_current_investments": {
      "type": "number",
      "description": "公司的非流动投资。"
    },
    "outstanding_shares": {
      "type": "number",
      "description": "公司的流通在外股数。"
    },
    "tax_assets": {
      "type": "number",
      "description": "公司的税务资产。"
    },
    "total_liabilities": {
      "type": "number",
      "description": "公司的总负债。"
    },
    "current_liabilities": {
      "type": "number",
      "description": "公司的流动负债。"
    },
    "current_debt": {
      "type": "number",
      "description": "公司的短期债务。"
    },
    "trade_and_non_trade_payables": {
      "type": "number",
      "description": "公司的应付账款及非贸易应付款。"
    },
    "deferred_revenue": {
      "type": "number",
      "description": "公司的递延收入。"
    },
    "deposit_liabilities": {
      "type": "number",
      "description": "公司的存款负债。"
    },
    "non_current_liabilities": {
      "type": "number",
      "description": "公司的非流动负债。"
    },
    "non_current_debt": {
      "type": "number",
      "description": "公司的非流动债务。"
    },
    "tax_liabilities": {
      "type": "number",
      "description": "公司的税务负债。"
    },
    "shareholders_equity": {
      "type": "number",
      "description": "公司的股东权益。"
    },
    "retained_earnings": {
      "type": "number",
      "description": "公司的留存收益。"
    },
    "accumulated_other_comprehensive_income": {
      "type": "number",
      "description": "公司的累计其他综合收益。"
    },
    "total_debt": {
      "type": "number",
      "description": "公司的总债务。"
    }
  }
}
```

### ResponseE40Feb4D3D6B_CashFlowStatement

`#/components/schemas/ResponseE40Feb4D3D6B_CashFlowStatement`

```json
{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "股票代码。"
    },
    "report_period": {
      "type": "string",
      "format": "date",
      "description": "现金流量表的报告期。"
    },
    "fiscal_period": {
      "type": "string",
      "description": "现金流量表的会计期间。"
    },
    "period": {
      "type": "string",
      "enum": [
        "quarterly",
        "ttm",
        "annual"
      ],
      "description": "现金流量表的时间段。"
    },
    "currency": {
      "type": "string",
      "description": "财务数据的报告货币。"
    },
    "accession_number": {
      "type": [
        "string",
        "null"
      ],
      "description": "申报文件的 SEC accession number。"
    },
    "form_type": {
      "type": [
        "string",
        "null"
      ],
      "description": "该行数据来源的 SEC 表格（`10-K`、`10-Q/A`、`20-F`、`S-1`……）。这是申报时实际提交的表格，因此修正版会保留 `/A` 后缀。当 `period` 为 `ttm` 时为 null：十二个月滚动窗口可能跨越多个申报文件，因此不会归到某一个。当第四季度由财年申报文件推导而来时，`quarterly` 行也可能带有 `10-K`。"
    },
    "filing_url": {
      "type": [
        "string",
        "null"
      ],
      "format": "uri",
      "description": "SEC 申报文件的 URL。"
    },
    "filing_date": {
      "type": [
        "string",
        "null"
      ],
      "format": "date",
      "description": "SEC 受理申报的日历日，采用美国东部时间（SEC 的运营时区）。与 `filing_datetime` 配对的日历日。当该行未关联任何带日期的 SEC 申报文件时为 null。"
    },
    "filing_datetime": {
      "type": [
        "string",
        "null"
      ],
      "format": "date-time",
      "description": "记录 SEC 受理申报的日内时间戳，采用美国东部时间。取自 SEC EDGAR submissions API 上的 `acceptanceDateTime` 字段。与 `filing_date` 配对（同一事件的日历日精度）。"
    },
    "net_income": {
      "type": "number",
      "description": "公司的净利润。"
    },
    "depreciation_and_amortization": {
      "type": "number",
      "description": "公司的折旧与摊销。"
    },
    "share_based_compensation": {
      "type": "number",
      "description": "公司的股份支付薪酬。"
    },
    "net_cash_flow_from_operations": {
      "type": "number",
      "description": "公司的经营活动净现金流。"
    },
    "capital_expenditure": {
      "type": "number",
      "description": "公司的资本支出。"
    },
    "business_acquisitions_and_disposals": {
      "type": "number",
      "description": "公司的业务收购与处置。"
    },
    "investment_acquisitions_and_disposals": {
      "type": "number",
      "description": "公司的投资收购与处置。"
    },
    "net_cash_flow_from_investing": {
      "type": "number",
      "description": "公司的投资活动净现金流。"
    },
    "issuance_or_repayment_of_debt_securities": {
      "type": "number",
      "description": "公司的债务证券发行或偿还。"
    },
    "issuance_or_purchase_of_equity_shares": {
      "type": "number",
      "description": "公司的股权发行或回购。"
    },
    "dividends_and_other_cash_distributions": {
      "type": "number",
      "description": "公司的股息及其他现金分配。"
    },
    "net_cash_flow_from_financing": {
      "type": "number",
      "description": "公司的融资活动净现金流。"
    },
    "change_in_cash_and_equivalents": {
      "type": "number",
      "description": "公司的现金及等价物变动。"
    },
    "effect_of_exchange_rate_changes": {
      "type": "number",
      "description": "公司的汇率变动影响。"
    },
    "ending_cash_balance": {
      "type": "number",
      "description": "公司的期末现金余额。"
    },
    "free_cash_flow": {
      "type": "number",
      "description": "公司的自由现金流。"
    }
  }
}
```

### ResponseE40Feb4D3D6B_FinancialsResponse

`#/components/schemas/ResponseE40Feb4D3D6B_FinancialsResponse`

```json
{
  "type": "object",
  "properties": {
    "financials": {
      "type": "object",
      "properties": {
        "income_statements": {
          "type": "array",
          "items": {
            "$ref": "#/components/schemas/ResponseE40Feb4D3D6B_IncomeStatement"
          }
        },
        "balance_sheets": {
          "type": "array",
          "items": {
            "$ref": "#/components/schemas/ResponseE40Feb4D3D6B_BalanceSheet"
          }
        },
        "cash_flow_statements": {
          "type": "array",
          "items": {
            "$ref": "#/components/schemas/ResponseE40Feb4D3D6B_CashFlowStatement"
          }
        }
      }
    },
    "next_page_url": {
      "type": "string",
      "description": "下一页结果的绝对 URL。仅在还有更多结果时出现；按原样请求即可继续。每页最多 10 条记录。"
    }
  }
}
```

### ResponseE40Feb4D3D6B_IncomeStatement

`#/components/schemas/ResponseE40Feb4D3D6B_IncomeStatement`

```json
{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "股票代码。"
    },
    "report_period": {
      "type": "string",
      "format": "date",
      "description": "利润表的报告期。"
    },
    "fiscal_period": {
      "type": "string",
      "description": "利润表的会计期间。"
    },
    "period": {
      "type": "string",
      "enum": [
        "quarterly",
        "ttm",
        "annual"
      ],
      "description": "利润表的时间段。"
    },
    "currency": {
      "type": "string",
      "description": "财务数据的报告货币。"
    },
    "accession_number": {
      "type": [
        "string",
        "null"
      ],
      "description": "申报文件的 SEC accession number。"
    },
    "form_type": {
      "type": [
        "string",
        "null"
      ],
      "description": "该行数据来源的 SEC 表格（`10-K`、`10-Q/A`、`20-F`、`S-1`……）。这是申报时实际提交的表格，因此修正版会保留 `/A` 后缀。当 `period` 为 `ttm` 时为 null：十二个月滚动窗口可能跨越多个申报文件，因此不会归到某一个。当第四季度由财年申报文件推导而来时，`quarterly` 行也可能带有 `10-K`。"
    },
    "filing_url": {
      "type": [
        "string",
        "null"
      ],
      "format": "uri",
      "description": "SEC 申报文件的 URL。"
    },
    "filing_date": {
      "type": [
        "string",
        "null"
      ],
      "format": "date",
      "description": "SEC 受理申报的日历日，采用美国东部时间（SEC 的运营时区）。与 `filing_datetime` 配对的日历日。当该行未关联任何带日期的 SEC 申报文件时为 null。"
    },
    "filing_datetime": {
      "type": [
        "string",
        "null"
      ],
      "format": "date-time",
      "description": "记录 SEC 受理申报的日内时间戳，采用美国东部时间。取自 SEC EDGAR submissions API 上的 `acceptanceDateTime` 字段。与 `filing_date` 配对（同一事件的日历日精度）。"
    },
    "revenue": {
      "type": "number",
      "description": "公司的总营收。"
    },
    "cost_of_revenue": {
      "type": "number",
      "description": "公司的营收成本。"
    },
    "gross_profit": {
      "type": "number",
      "description": "公司的毛利。"
    },
    "operating_expense": {
      "type": "number",
      "description": "公司的营业费用。"
    },
    "selling_general_and_administrative_expenses": {
      "type": "number",
      "description": "公司的销售、一般及管理费用。"
    },
    "research_and_development": {
      "type": "number",
      "description": "公司的研发费用。"
    },
    "operating_income": {
      "type": "number",
      "description": "公司的营业利润。"
    },
    "interest_expense": {
      "type": "number",
      "description": "公司的利息支出。"
    },
    "ebit": {
      "type": "number",
      "description": "公司的息税前利润。"
    },
    "income_tax_expense": {
      "type": "number",
      "description": "公司的所得税费用。"
    },
    "net_income_discontinued_operations": {
      "type": "number",
      "description": "公司的终止经营净利润。"
    },
    "net_income_non_controlling_interests": {
      "type": "number",
      "description": "公司的非控股权益净利润。"
    },
    "net_income": {
      "type": "number",
      "description": "公司的净利润。"
    },
    "net_income_common_stock": {
      "type": "number",
      "description": "公司的普通股股东可获得的净利润。"
    },
    "preferred_dividends_impact": {
      "type": "number",
      "description": "优先股股息对公司净利润的影响。"
    },
    "consolidated_income": {
      "type": "number",
      "description": "公司的合并收益。"
    },
    "earnings_per_share": {
      "type": "number",
      "description": "公司的每股收益。"
    },
    "earnings_per_share_diluted": {
      "type": "number",
      "description": "公司的稀释每股收益。"
    },
    "dividends_per_common_share": {
      "type": "number",
      "description": "公司的每股普通股股息。"
    },
    "weighted_average_shares": {
      "type": "number",
      "description": "公司的加权平均股数。"
    },
    "weighted_average_shares_diluted": {
      "type": "number",
      "description": "公司的稀释加权平均股数。"
    }
  }
}
```