Class: Intrinio::CompanyApi

Inherits:
Object
  • Object
show all
Defined in:
lib/intrinio-sdk/api/company_api.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(api_client = ApiClient.default) ⇒ CompanyApi

Returns a new instance of CompanyApi.



19
20
21
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 19

def initialize(api_client = ApiClient.default)
  @api_client = api_client
end

Instance Attribute Details

#api_client ⇒ Object

Returns the value of attribute api_client.



17
18
19
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 17

def api_client
  @api_client
end

Instance Method Details

#get_all_companies(opts = {}) ⇒ ApiResponseCompanies

All Companies Returns all Companies. When parameters are specified, returns matching companies.

Parameters:

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :latest_filing_date (Date) —

    Return companies whose latest 10-Q or 10-K was filed on or after this date

  • :sic (String) —

    Return companies with the given Standard Industrial Classification code

  • :template (String) —

    Return companies with the given financial statement template

  • :sector (String) —

    Return companies in the given industry sector

  • :industry_category (String) —

    Return companies in the given industry category

  • :industry_group (String) —

    Return companies in the given industry group

  • :has_fundamentals (BOOLEAN) —

    Return only companies that have fundamentals when true

  • :has_stock_prices (BOOLEAN) —

    Return only companies that have stock prices when true

  • :page_size (Integer) —

    The number of results to return (default to 100)

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



37
38
39
40
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 37

def get_all_companies(opts = {})
  data, _status_code, _headers = get_all_companies_with_http_info(opts)
  return data
end

#get_all_companies_with_http_info(opts = {}) ⇒ Array<(ApiResponseCompanies, Fixnum, Hash)>

All Companies Returns all Companies. When parameters are specified, returns matching companies.

Parameters:

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :latest_filing_date (Date) —

    Return companies whose latest 10-Q or 10-K was filed on or after this date

  • :sic (String) —

    Return companies with the given Standard Industrial Classification code

  • :template (String) —

    Return companies with the given financial statement template

  • :sector (String) —

    Return companies in the given industry sector

  • :industry_category (String) —

    Return companies in the given industry category

  • :industry_group (String) —

    Return companies in the given industry group

  • :has_fundamentals (BOOLEAN) —

    Return only companies that have fundamentals when true

  • :has_stock_prices (BOOLEAN) —

    Return only companies that have stock prices when true

  • :page_size (Integer) —

    The number of results to return

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:

  • (Array<(ApiResponseCompanies, Fixnum, Hash)>) —

    ApiResponseCompanies data, response status code and response headers



56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 56

def get_all_companies_with_http_info(opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.get_all_companies ..."
  end
  if @api_client.config.client_side_validation && opts[:'template'] && !['indu', 'fin'].include?(opts[:'template'])
    fail ArgumentError, 'invalid value for "template", must be one of indu, fin'
  end
  if @api_client.config.client_side_validation && !opts[:'page_size'].nil? && opts[:'page_size'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" when calling CompanyApi.get_all_companies, must be smaller than or equal to 10000.'
  end

  # resource path
  local_var_path = "/companies"

  # query parameters
  query_params = {}
  query_params[:'latest_filing_date'] = opts[:'latest_filing_date'] if !opts[:'latest_filing_date'].nil?
  query_params[:'sic'] = opts[:'sic'] if !opts[:'sic'].nil?
  query_params[:'template'] = opts[:'template'] if !opts[:'template'].nil?
  query_params[:'sector'] = opts[:'sector'] if !opts[:'sector'].nil?
  query_params[:'industry_category'] = opts[:'industry_category'] if !opts[:'industry_category'].nil?
  query_params[:'industry_group'] = opts[:'industry_group'] if !opts[:'industry_group'].nil?
  query_params[:'has_fundamentals'] = opts[:'has_fundamentals'] if !opts[:'has_fundamentals'].nil?
  query_params[:'has_stock_prices'] = opts[:'has_stock_prices'] if !opts[:'has_stock_prices'].nil?
  query_params[:'page_size'] = opts[:'page_size'] if !opts[:'page_size'].nil?
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseCompanies')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#get_all_companies\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_all_company_news(opts = {}) ⇒ ApiResponseNews

All News Returns all News for all Companies

Parameters:

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :page_size (Integer) —

    The number of results to return (default to 100)

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



113
114
115
116
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 113

def get_all_company_news(opts = {})
  data, _status_code, _headers = get_all_company_news_with_http_info(opts)
  return data
end

#get_all_company_news_with_http_info(opts = {}) ⇒ Array<(ApiResponseNews, Fixnum, Hash)>

All News Returns all News for all Companies

Parameters:

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :page_size (Integer) —

    The number of results to return

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:

  • (Array<(ApiResponseNews, Fixnum, Hash)>) —

    ApiResponseNews data, response status code and response headers



124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 124

def get_all_company_news_with_http_info(opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.get_all_company_news ..."
  end
  if @api_client.config.client_side_validation && !opts[:'page_size'].nil? && opts[:'page_size'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" when calling CompanyApi.get_all_company_news, must be smaller than or equal to 10000.'
  end

  # resource path
  local_var_path = "/companies/news"

  # query parameters
  query_params = {}
  query_params[:'page_size'] = opts[:'page_size'] if !opts[:'page_size'].nil?
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseNews')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#get_all_company_news\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_company(identifier, opts = {}) ⇒ Company

Lookup Company Returns the Company with the given ‘identifier`

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



169
170
171
172
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 169

def get_company(identifier, opts = {})
  data, _status_code, _headers = get_company_with_http_info(identifier, opts)
  return data
end

#get_company_answers(identifier, query, opts = {}) ⇒ ApiResponseCompanyAnswers

Company Answers Returns answers for a question about the Company with the given ‘identifier`

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • query —

    The query to ask the Thea API

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



223
224
225
226
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 223

def get_company_answers(identifier, query, opts = {})
  data, _status_code, _headers = get_company_answers_with_http_info(identifier, query, opts)
  return data
end

#get_company_answers_with_http_info(identifier, query, opts = {}) ⇒ Array<(ApiResponseCompanyAnswers, Fixnum, Hash)>

Company Answers Returns answers for a question about the Company with the given &#x60;identifier&#x60;

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • query —

    The query to ask the Thea API

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:

  • (Array<(ApiResponseCompanyAnswers, Fixnum, Hash)>) —

    ApiResponseCompanyAnswers data, response status code and response headers



234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 234

def get_company_answers_with_http_info(identifier, query, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.get_company_answers ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.get_company_answers"
  end
  # verify the required parameter 'query' is set
  if @api_client.config.client_side_validation && query.nil?
    fail ArgumentError, "Missing the required parameter 'query' when calling CompanyApi.get_company_answers"
  end
  # resource path
  local_var_path = "/companies/{identifier}/answers".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}
  query_params[:'query'] = query

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseCompanyAnswers')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#get_company_answers\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_company_data_point_number(identifier, tag, opts = {}) ⇒ Float

Data Point (Number) for Company Returns a numeric value for the given ‘tag` for the Company with the given `identifier`

Parameters:

Returns:

  • (Float) 


283
284
285
286
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 283

def get_company_data_point_number(identifier, tag, opts = {})
  data, _status_code, _headers = get_company_data_point_number_with_http_info(identifier, tag, opts)
  return data
end

#get_company_data_point_number_with_http_info(identifier, tag, opts = {}) ⇒ Array<(Float, Fixnum, Hash)>

Data Point (Number) for Company Returns a numeric value for the given &#x60;tag&#x60; for the Company with the given &#x60;identifier&#x60;

Parameters:

Returns:

  • (Array<(Float, Fixnum, Hash)>) —

    Float data, response status code and response headers



294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 294

def get_company_data_point_number_with_http_info(identifier, tag, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.get_company_data_point_number ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.get_company_data_point_number"
  end
  # verify the required parameter 'tag' is set
  if @api_client.config.client_side_validation && tag.nil?
    fail ArgumentError, "Missing the required parameter 'tag' when calling CompanyApi.get_company_data_point_number"
  end
  # resource path
  local_var_path = "/companies/{identifier}/data_point/{tag}/number".sub('{' + 'identifier' + '}', identifier.to_s).sub('{' + 'tag' + '}', tag.to_s)

  # query parameters
  query_params = {}

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['text/plain; charset=utf-8'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'Float')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#get_company_data_point_number\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_company_data_point_text(identifier, tag, opts = {}) ⇒ String

Data Point (Text) for Company Returns a text value for the given ‘tag` for the Company with the given `identifier`

Parameters:

Returns:

  • (String) 


342
343
344
345
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 342

def get_company_data_point_text(identifier, tag, opts = {})
  data, _status_code, _headers = get_company_data_point_text_with_http_info(identifier, tag, opts)
  return data
end

#get_company_data_point_text_with_http_info(identifier, tag, opts = {}) ⇒ Array<(String, Fixnum, Hash)>

Data Point (Text) for Company Returns a text value for the given &#x60;tag&#x60; for the Company with the given &#x60;identifier&#x60;

Parameters:

Returns:

  • (Array<(String, Fixnum, Hash)>) —

    String data, response status code and response headers



353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 353

def get_company_data_point_text_with_http_info(identifier, tag, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.get_company_data_point_text ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.get_company_data_point_text"
  end
  # verify the required parameter 'tag' is set
  if @api_client.config.client_side_validation && tag.nil?
    fail ArgumentError, "Missing the required parameter 'tag' when calling CompanyApi.get_company_data_point_text"
  end
  # resource path
  local_var_path = "/companies/{identifier}/data_point/{tag}/text".sub('{' + 'identifier' + '}', identifier.to_s).sub('{' + 'tag' + '}', tag.to_s)

  # query parameters
  query_params = {}

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['text/plain; charset=utf-8'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'String')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#get_company_data_point_text\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_company_filings(identifier, opts = {}) ⇒ ApiResponseCompanyFilings

All Filings by Company Returns a complete list of SEC filings for the Company with the given ‘identifier`

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :report_type (String) —

    Filter by &lt;a href&#x3D;&quot;docs.intrinio.com/documentation/sec_filing_report_types&quot; target&#x3D;&quot;_blank&quot;&gt;report type&lt;/a&gt;. Separate values with commas to return multiple report types.

  • :start_date (Date) —

    Filed on or after the given date

  • :end_date (Date) —

    Filed before or after the given date

  • :thea_enabled (BOOLEAN) —

    Return filings that have been read by our Thea NLP and are ready for our answers endpoint

  • :page_size (Integer) —

    The number of results to return (default to 100)

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



406
407
408
409
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 406

def get_company_filings(identifier, opts = {})
  data, _status_code, _headers = get_company_filings_with_http_info(identifier, opts)
  return data
end

#get_company_filings_with_http_info(identifier, opts = {}) ⇒ Array<(ApiResponseCompanyFilings, Fixnum, Hash)>

All Filings by Company Returns a complete list of SEC filings for the Company with the given &#x60;identifier&#x60;

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :report_type (String) —

    Filter by &lt;a href&#x3D;&quot;docs.intrinio.com/documentation/sec_filing_report_types&quot; target&#x3D;&quot;_blank&quot;&gt;report type&lt;/a&gt;. Separate values with commas to return multiple report types.

  • :start_date (Date) —

    Filed on or after the given date

  • :end_date (Date) —

    Filed before or after the given date

  • :thea_enabled (BOOLEAN) —

    Return filings that have been read by our Thea NLP and are ready for our answers endpoint

  • :page_size (Integer) —

    The number of results to return

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:

  • (Array<(ApiResponseCompanyFilings, Fixnum, Hash)>) —

    ApiResponseCompanyFilings data, response status code and response headers



422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 422

def get_company_filings_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.get_company_filings ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.get_company_filings"
  end
  if @api_client.config.client_side_validation && !opts[:'page_size'].nil? && opts[:'page_size'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" when calling CompanyApi.get_company_filings, must be smaller than or equal to 10000.'
  end

  # resource path
  local_var_path = "/companies/{identifier}/filings".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}
  query_params[:'report_type'] = opts[:'report_type'] if !opts[:'report_type'].nil?
  query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
  query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
  query_params[:'thea_enabled'] = opts[:'thea_enabled'] if !opts[:'thea_enabled'].nil?
  query_params[:'page_size'] = opts[:'page_size'] if !opts[:'page_size'].nil?
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseCompanyFilings')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#get_company_filings\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_company_fundamentals(identifier, opts = {}) ⇒ ApiResponseCompanyFundamentals

All Fundamentals by Company Returns all Fundamentals for the Company with the given ‘identifier`. Returns Fundamentals matching parameters when supplied.

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :filed_after (Date) —

    Filed on or after this date

  • :filed_before (Date) —

    Filed on or before this date

  • :reported_only (BOOLEAN) —

    Only as-reported fundamentals

  • :fiscal_year (Integer) —

    Only for the given fiscal year

  • :statement_code (String) —

    Only of the given statement code

  • :type (String) —

    Only of the given type

  • :start_date (Date) —

    Only on or after the given date

  • :end_date (Date) —

    Only on or before the given date

  • :page_size (Integer) —

    The number of results to return (default to 100)

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



485
486
487
488
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 485

def get_company_fundamentals(identifier, opts = {})
  data, _status_code, _headers = get_company_fundamentals_with_http_info(identifier, opts)
  return data
end

#get_company_fundamentals_with_http_info(identifier, opts = {}) ⇒ Array<(ApiResponseCompanyFundamentals, Fixnum, Hash)>

All Fundamentals by Company Returns all Fundamentals for the Company with the given &#x60;identifier&#x60;. Returns Fundamentals matching parameters when supplied.

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :filed_after (Date) —

    Filed on or after this date

  • :filed_before (Date) —

    Filed on or before this date

  • :reported_only (BOOLEAN) —

    Only as-reported fundamentals

  • :fiscal_year (Integer) —

    Only for the given fiscal year

  • :statement_code (String) —

    Only of the given statement code

  • :type (String) —

    Only of the given type

  • :start_date (Date) —

    Only on or after the given date

  • :end_date (Date) —

    Only on or before the given date

  • :page_size (Integer) —

    The number of results to return

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 505

def get_company_fundamentals_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.get_company_fundamentals ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.get_company_fundamentals"
  end
  if @api_client.config.client_side_validation && opts[:'statement_code'] && !['income_statement', 'balance_sheet_statement', 'cash_flow_statement', 'calculations'].include?(opts[:'statement_code'])
    fail ArgumentError, 'invalid value for "statement_code", must be one of income_statement, balance_sheet_statement, cash_flow_statement, calculations'
  end
  if @api_client.config.client_side_validation && opts[:'type'] && !['QTR', 'YTD', 'FY', 'TTM'].include?(opts[:'type'])
    fail ArgumentError, 'invalid value for "type", must be one of QTR, YTD, FY, TTM'
  end
  if @api_client.config.client_side_validation && !opts[:'page_size'].nil? && opts[:'page_size'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" when calling CompanyApi.get_company_fundamentals, must be smaller than or equal to 10000.'
  end

  # resource path
  local_var_path = "/companies/{identifier}/fundamentals".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}
  query_params[:'filed_after'] = opts[:'filed_after'] if !opts[:'filed_after'].nil?
  query_params[:'filed_before'] = opts[:'filed_before'] if !opts[:'filed_before'].nil?
  query_params[:'reported_only'] = opts[:'reported_only'] if !opts[:'reported_only'].nil?
  query_params[:'fiscal_year'] = opts[:'fiscal_year'] if !opts[:'fiscal_year'].nil?
  query_params[:'statement_code'] = opts[:'statement_code'] if !opts[:'statement_code'].nil?
  query_params[:'type'] = opts[:'type'] if !opts[:'type'].nil?
  query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
  query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
  query_params[:'page_size'] = opts[:'page_size'] if !opts[:'page_size'].nil?
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseCompanyFundamentals')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#get_company_fundamentals\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_company_historical_data(identifier, tag, opts = {}) ⇒ ApiResponseCompanyHistoricalData

Historical Data for Company Returns historical values for the given ‘tag` and the Company with the given `identifier`

Parameters:

Options Hash (opts):

  • :frequency (String) —

    Return historical data in the given frequency (default to daily)

  • :type (String) —

    Return historical data for given fiscal period type

  • :start_date (Date) —

    Return historical data on or after this date

  • :end_date (Date) —

    Return historical data on or before this date

  • :sort_order (String) —

    Sort by date &#x60;asc&#x60; or &#x60;desc&#x60; (default to desc)

  • :page_size (Integer) —

    The number of results to return (default to 100)

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



576
577
578
579
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 576

def get_company_historical_data(identifier, tag, opts = {})
  data, _status_code, _headers = get_company_historical_data_with_http_info(identifier, tag, opts)
  return data
end

#get_company_historical_data_with_http_info(identifier, tag, opts = {}) ⇒ Array<(ApiResponseCompanyHistoricalData, Fixnum, Hash)>

Historical Data for Company Returns historical values for the given &#x60;tag&#x60; and the Company with the given &#x60;identifier&#x60;

Parameters:

Options Hash (opts):

  • :frequency (String) —

    Return historical data in the given frequency

  • :type (String) —

    Return historical data for given fiscal period type

  • :start_date (Date) —

    Return historical data on or after this date

  • :end_date (Date) —

    Return historical data on or before this date

  • :sort_order (String) —

    Sort by date &#x60;asc&#x60; or &#x60;desc&#x60;

  • :page_size (Integer) —

    The number of results to return

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 594

def get_company_historical_data_with_http_info(identifier, tag, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.get_company_historical_data ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.get_company_historical_data"
  end
  # verify the required parameter 'tag' is set
  if @api_client.config.client_side_validation && tag.nil?
    fail ArgumentError, "Missing the required parameter 'tag' when calling CompanyApi.get_company_historical_data"
  end
  if @api_client.config.client_side_validation && opts[:'frequency'] && !['daily', 'weekly', 'monthly', 'quarterly', 'yearly'].include?(opts[:'frequency'])
    fail ArgumentError, 'invalid value for "frequency", must be one of daily, weekly, monthly, quarterly, yearly'
  end
  if @api_client.config.client_side_validation && opts[:'type'] && !['FY', 'QTR', 'TTM'].include?(opts[:'type'])
    fail ArgumentError, 'invalid value for "type", must be one of FY, QTR, TTM'
  end
  if @api_client.config.client_side_validation && opts[:'sort_order'] && !['asc', 'desc'].include?(opts[:'sort_order'])
    fail ArgumentError, 'invalid value for "sort_order", must be one of asc, desc'
  end
  if @api_client.config.client_side_validation && !opts[:'page_size'].nil? && opts[:'page_size'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" when calling CompanyApi.get_company_historical_data, must be smaller than or equal to 10000.'
  end

  # resource path
  local_var_path = "/companies/{identifier}/historical_data/{tag}".sub('{' + 'identifier' + '}', identifier.to_s).sub('{' + 'tag' + '}', tag.to_s)

  # query parameters
  query_params = {}
  query_params[:'frequency'] = opts[:'frequency'] if !opts[:'frequency'].nil?
  query_params[:'type'] = opts[:'type'] if !opts[:'type'].nil?
  query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
  query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
  query_params[:'sort_order'] = opts[:'sort_order'] if !opts[:'sort_order'].nil?
  query_params[:'page_size'] = opts[:'page_size'] if !opts[:'page_size'].nil?
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseCompanyHistoricalData')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#get_company_historical_data\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_company_ipos(opts = {}) ⇒ ApiResponseInitialPublicOfferings

IPOs Returns initial public offerings (IPOs). An IPO is a public offering of private company stock. The act of "going public" is initiated by an IPO, at which point the company’s stock trades on a major stock exchange (such as NYSE or NASDAQ). Intrinio covers all upcoming and recent IPOs for US exchanges.

Parameters:

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :ticker (String) —

    Return IPOs with the given ticker (typically the IPO for the company)

  • :status (String) —

    Return IPOs with the given status. Upcoming IPOs are scheduled to occur in the future. Priced IPOs have occured and the company should be trading publicly. Withdrawn IPOs were planned to occurr but were withdrawn beforehand

  • :start_date (Date) —

    Return IPOs on or after the given date

  • :end_date (Date) —

    Return IPOs on or before the given date

  • :offer_amount_greater_than (Integer) —

    Return IPOs with an offer dollar amount greater than the given amount

  • :offer_amount_less_than (Integer) —

    Return IPOs with an offer dollar amount less than the given amount

  • :page_size (Integer) —

    The number of results to return (default to 100)

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



668
669
670
671
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 668

def get_company_ipos(opts = {})
  data, _status_code, _headers = get_company_ipos_with_http_info(opts)
  return data
end

#get_company_ipos_with_http_info(opts = {}) ⇒ Array<(ApiResponseInitialPublicOfferings, Fixnum, Hash)>

IPOs Returns initial public offerings (IPOs). An IPO is a public offering of private company stock. The act of &quot;going public&quot; is initiated by an IPO, at which point the company&#39;s stock trades on a major stock exchange (such as NYSE or NASDAQ). Intrinio covers all upcoming and recent IPOs for US exchanges.

Parameters:

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :ticker (String) —

    Return IPOs with the given ticker (typically the IPO for the company)

  • :status (String) —

    Return IPOs with the given status. Upcoming IPOs are scheduled to occur in the future. Priced IPOs have occured and the company should be trading publicly. Withdrawn IPOs were planned to occurr but were withdrawn beforehand

  • :start_date (Date) —

    Return IPOs on or after the given date

  • :end_date (Date) —

    Return IPOs on or before the given date

  • :offer_amount_greater_than (Integer) —

    Return IPOs with an offer dollar amount greater than the given amount

  • :offer_amount_less_than (Integer) —

    Return IPOs with an offer dollar amount less than the given amount

  • :page_size (Integer) —

    The number of results to return

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 685

def get_company_ipos_with_http_info(opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.get_company_ipos ..."
  end
  if @api_client.config.client_side_validation && opts[:'status'] && !['upcoming', 'priced', 'withdrawn'].include?(opts[:'status'])
    fail ArgumentError, 'invalid value for "status", must be one of upcoming, priced, withdrawn'
  end
  if @api_client.config.client_side_validation && !opts[:'page_size'].nil? && opts[:'page_size'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" when calling CompanyApi.get_company_ipos, must be smaller than or equal to 10000.'
  end

  # resource path
  local_var_path = "/companies/ipos"

  # query parameters
  query_params = {}
  query_params[:'ticker'] = opts[:'ticker'] if !opts[:'ticker'].nil?
  query_params[:'status'] = opts[:'status'] if !opts[:'status'].nil?
  query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
  query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
  query_params[:'offer_amount_greater_than'] = opts[:'offer_amount_greater_than'] if !opts[:'offer_amount_greater_than'].nil?
  query_params[:'offer_amount_less_than'] = opts[:'offer_amount_less_than'] if !opts[:'offer_amount_less_than'].nil?
  query_params[:'page_size'] = opts[:'page_size'] if !opts[:'page_size'].nil?
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseInitialPublicOfferings')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#get_company_ipos\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_company_news(identifier, opts = {}) ⇒ ApiResponseCompanyNews

All News by Company Returns news for the Company with the given ‘identifier`

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :page_size (Integer) —

    The number of results to return (default to 100)

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



741
742
743
744
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 741

def get_company_news(identifier, opts = {})
  data, _status_code, _headers = get_company_news_with_http_info(identifier, opts)
  return data
end

#get_company_news_with_http_info(identifier, opts = {}) ⇒ Array<(ApiResponseCompanyNews, Fixnum, Hash)>

All News by Company Returns news for the Company with the given &#x60;identifier&#x60;

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :page_size (Integer) —

    The number of results to return

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:

  • (Array<(ApiResponseCompanyNews, Fixnum, Hash)>) —

    ApiResponseCompanyNews data, response status code and response headers



753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 753

def get_company_news_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.get_company_news ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.get_company_news"
  end
  if @api_client.config.client_side_validation && !opts[:'page_size'].nil? && opts[:'page_size'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" when calling CompanyApi.get_company_news, must be smaller than or equal to 10000.'
  end

  # resource path
  local_var_path = "/companies/{identifier}/news".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}
  query_params[:'page_size'] = opts[:'page_size'] if !opts[:'page_size'].nil?
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseCompanyNews')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#get_company_news\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_company_securities(identifier, opts = {}) ⇒ ApiResponseCompanySecurities

All Securities by Company Returns Securities for the Company with the given ‘identifier`

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



803
804
805
806
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 803

def get_company_securities(identifier, opts = {})
  data, _status_code, _headers = get_company_securities_with_http_info(identifier, opts)
  return data
end

#get_company_securities_with_http_info(identifier, opts = {}) ⇒ Array<(ApiResponseCompanySecurities, Fixnum, Hash)>

All Securities by Company Returns Securities for the Company with the given &#x60;identifier&#x60;

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 814

def get_company_securities_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.get_company_securities ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.get_company_securities"
  end
  # resource path
  local_var_path = "/companies/{identifier}/securities".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseCompanySecurities')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#get_company_securities\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#get_company_with_http_info(identifier, opts = {}) ⇒ Array<(Company, Fixnum, Hash)>

Lookup Company Returns the Company with the given &#x60;identifier&#x60;

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:

  • (Array<(Company, Fixnum, Hash)>) —

    Company data, response status code and response headers



179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 179

def get_company_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.get_company ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.get_company"
  end
  # resource path
  local_var_path = "/companies/{identifier}".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'Company')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#get_company\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#insider_transaction_filings_by_company(identifier, opts = {}) ⇒ ApiResponseInsiderTransactionFilings

Insider Transaction Filings by Company Returns a list of all insider transaction filings in a company. Criteria for being an insider include being a director, officer, or 10%+ owner in the company. Transactions are detailed for both non-derivative and derivative transactions by the insider.

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :start_date (Date) —

    Return Company&#39;s insider transaction filings on or after this date

  • :end_date (Date) —

    Return Company&#39;s insider transaction filings on or before this date

  • :ownership_type (String) —

    The type of ownership to return transaction filings for. &#39;D&#39; is for direct transactions. &#39;I&#39; is for indirect transactions. Omit for both types.

  • :page_size (Integer) —

    The number of results to return (default to 100)

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



863
864
865
866
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 863

def insider_transaction_filings_by_company(identifier, opts = {})
  data, _status_code, _headers = insider_transaction_filings_by_company_with_http_info(identifier, opts)
  return data
end

#insider_transaction_filings_by_company_with_http_info(identifier, opts = {}) ⇒ Array<(ApiResponseInsiderTransactionFilings, Fixnum, Hash)>

Insider Transaction Filings by Company Returns a list of all insider transaction filings in a company. Criteria for being an insider include being a director, officer, or 10%+ owner in the company. Transactions are detailed for both non-derivative and derivative transactions by the insider.

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :start_date (Date) —

    Return Company&#39;s insider transaction filings on or after this date

  • :end_date (Date) —

    Return Company&#39;s insider transaction filings on or before this date

  • :ownership_type (String) —

    The type of ownership to return transaction filings for. &#39;D&#39; is for direct transactions. &#39;I&#39; is for indirect transactions. Omit for both types.

  • :page_size (Integer) —

    The number of results to return

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 878

def insider_transaction_filings_by_company_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.insider_transaction_filings_by_company ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.insider_transaction_filings_by_company"
  end
  if @api_client.config.client_side_validation && !opts[:'page_size'].nil? && opts[:'page_size'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" when calling CompanyApi.insider_transaction_filings_by_company, must be smaller than or equal to 10000.'
  end

  # resource path
  local_var_path = "/companies/{identifier}/insider_transaction_filings".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}
  query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
  query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
  query_params[:'ownership_type'] = opts[:'ownership_type'] if !opts[:'ownership_type'].nil?
  query_params[:'page_size'] = opts[:'page_size'] if !opts[:'page_size'].nil?
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseInsiderTransactionFilings')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#insider_transaction_filings_by_company\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#latest_insider_transaction_filing_by_company(identifier, opts = {}) ⇒ InsiderTransactionFiling

Latest Insider Transaction Filing by Company Returns the latest insider transaction filing for a company.

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:



931
932
933
934
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 931

def latest_insider_transaction_filing_by_company(identifier, opts = {})
  data, _status_code, _headers = latest_insider_transaction_filing_by_company_with_http_info(identifier, opts)
  return data
end

#latest_insider_transaction_filing_by_company_with_http_info(identifier, opts = {}) ⇒ Array<(InsiderTransactionFiling, Fixnum, Hash)>

Latest Insider Transaction Filing by Company Returns the latest insider transaction filing for a company.

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :next_page (String) —

    Gets the next page of data from a previous API call

Returns:

  • (Array<(InsiderTransactionFiling, Fixnum, Hash)>) —

    InsiderTransactionFiling data, response status code and response headers



942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 942

def latest_insider_transaction_filing_by_company_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.latest_insider_transaction_filing_by_company ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.latest_insider_transaction_filing_by_company"
  end
  # resource path
  local_var_path = "/companies/{identifier}/insider_transaction_filings/latest".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}
  query_params[:'next_page'] = opts[:'next_page'] if !opts[:'next_page'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'InsiderTransactionFiling')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#latest_insider_transaction_filing_by_company\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#lookup_company_fundamental(identifier, statement_code, fiscal_period, fiscal_year, opts = {}) ⇒ Fundamental

Lookup Fundamental by Company Returns the Fundamental for the Company with the given ‘identifier` and with the given parameters

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • statement_code —

    The statement code

  • fiscal_period —

    The fiscal period

  • fiscal_year —

    The fiscal year

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



989
990
991
992
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 989

def lookup_company_fundamental(identifier, statement_code, fiscal_period, fiscal_year, opts = {})
  data, _status_code, _headers = lookup_company_fundamental_with_http_info(identifier, statement_code, fiscal_period, fiscal_year, opts)
  return data
end

#lookup_company_fundamental_with_http_info(identifier, statement_code, fiscal_period, fiscal_year, opts = {}) ⇒ Array<(Fundamental, Fixnum, Hash)>

Lookup Fundamental by Company Returns the Fundamental for the Company with the given &#x60;identifier&#x60; and with the given parameters

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • statement_code —

    The statement code

  • fiscal_period —

    The fiscal period

  • fiscal_year —

    The fiscal year

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:

  • (Array<(Fundamental, Fixnum, Hash)>) —

    Fundamental data, response status code and response headers



1002
1003
1004
1005
1006
1007
1008
1009
1010
1011
1012
1013
1014
1015
1016
1017
1018
1019
1020
1021
1022
1023
1024
1025
1026
1027
1028
1029
1030
1031
1032
1033
1034
1035
1036
1037
1038
1039
1040
1041
1042
1043
1044
1045
1046
1047
1048
1049
1050
1051
1052
1053
1054
1055
1056
1057
1058
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 1002

def lookup_company_fundamental_with_http_info(identifier, statement_code, fiscal_period, fiscal_year, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.lookup_company_fundamental ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.lookup_company_fundamental"
  end
  # verify the required parameter 'statement_code' is set
  if @api_client.config.client_side_validation && statement_code.nil?
    fail ArgumentError, "Missing the required parameter 'statement_code' when calling CompanyApi.lookup_company_fundamental"
  end
  # verify enum value
  if @api_client.config.client_side_validation && !['income_statement', 'balance_sheet_statement', 'cash_flow_statement', 'calculations'].include?(statement_code)
    fail ArgumentError, "invalid value for 'statement_code', must be one of income_statement, balance_sheet_statement, cash_flow_statement, calculations"
  end
  # verify the required parameter 'fiscal_period' is set
  if @api_client.config.client_side_validation && fiscal_period.nil?
    fail ArgumentError, "Missing the required parameter 'fiscal_period' when calling CompanyApi.lookup_company_fundamental"
  end
  # verify enum value
  if @api_client.config.client_side_validation && !['Q1TTM', 'Q2TTM', 'Q3TTM', 'FY', 'Q1', 'Q2', 'Q3', 'Q4', 'Q2YTD', 'Q3YTD'].include?(fiscal_period)
    fail ArgumentError, "invalid value for 'fiscal_period', must be one of Q1TTM, Q2TTM, Q3TTM, FY, Q1, Q2, Q3, Q4, Q2YTD, Q3YTD"
  end
  # verify the required parameter 'fiscal_year' is set
  if @api_client.config.client_side_validation && fiscal_year.nil?
    fail ArgumentError, "Missing the required parameter 'fiscal_year' when calling CompanyApi.lookup_company_fundamental"
  end
  # resource path
  local_var_path = "/companies/{identifier}/fundamentals/lookup/{statement_code}/{fiscal_year}/{fiscal_period}".sub('{' + 'identifier' + '}', identifier.to_s).sub('{' + 'statement_code' + '}', statement_code.to_s).sub('{' + 'fiscal_period' + '}', fiscal_period.to_s).sub('{' + 'fiscal_year' + '}', fiscal_year.to_s)

  # query parameters
  query_params = {}

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'Fundamental')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#lookup_company_fundamental\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#recognize_company(text, opts = {}) ⇒ ApiResponseCompanyRecognize

Recognize Company Returns a list of companies recognized by the Thea API in the given ‘text` query string parameter.

Parameters:

  • text —

    The text sent to the Thea API to analyze

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



1065
1066
1067
1068
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 1065

def recognize_company(text, opts = {})
  data, _status_code, _headers = recognize_company_with_http_info(text, opts)
  return data
end

#recognize_company_with_http_info(text, opts = {}) ⇒ Array<(ApiResponseCompanyRecognize, Fixnum, Hash)>

Recognize Company Returns a list of companies recognized by the Thea API in the given &#x60;text&#x60; query string parameter.

Parameters:

  • text —

    The text sent to the Thea API to analyze

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



1075
1076
1077
1078
1079
1080
1081
1082
1083
1084
1085
1086
1087
1088
1089
1090
1091
1092
1093
1094
1095
1096
1097
1098
1099
1100
1101
1102
1103
1104
1105
1106
1107
1108
1109
1110
1111
1112
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 1075

def recognize_company_with_http_info(text, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.recognize_company ..."
  end
  # verify the required parameter 'text' is set
  if @api_client.config.client_side_validation && text.nil?
    fail ArgumentError, "Missing the required parameter 'text' when calling CompanyApi.recognize_company"
  end
  # resource path
  local_var_path = "/companies/recognize"

  # query parameters
  query_params = {}
  query_params[:'text'] = text

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseCompanyRecognize')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#recognize_company\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#search_companies(query, opts = {}) ⇒ ApiResponseCompaniesSearch

Search Companies Searches for Companies matching the text ‘query`

Parameters:

  • query —

    Search parameters

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :active (BOOLEAN) —

    When true, return companies that are actively traded (having stock prices within the past 14 days). When false, return companies that are not actively traded or never have been traded.

  • :page_size (Integer) —

    The number of results to return (default to 100)

Returns:



1121
1122
1123
1124
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 1121

def search_companies(query, opts = {})
  data, _status_code, _headers = search_companies_with_http_info(query, opts)
  return data
end

#search_companies_with_http_info(query, opts = {}) ⇒ Array<(ApiResponseCompaniesSearch, Fixnum, Hash)>

Search Companies Searches for Companies matching the text &#x60;query&#x60;

Parameters:

  • query —

    Search parameters

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Options Hash (opts):

  • :active (BOOLEAN) —

    When true, return companies that are actively traded (having stock prices within the past 14 days). When false, return companies that are not actively traded or never have been traded.

  • :page_size (Integer) —

    The number of results to return

Returns:

  • (Array<(ApiResponseCompaniesSearch, Fixnum, Hash)>) —

    ApiResponseCompaniesSearch data, response status code and response headers



1133
1134
1135
1136
1137
1138
1139
1140
1141
1142
1143
1144
1145
1146
1147
1148
1149
1150
1151
1152
1153
1154
1155
1156
1157
1158
1159
1160
1161
1162
1163
1164
1165
1166
1167
1168
1169
1170
1171
1172
1173
1174
1175
1176
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 1133

def search_companies_with_http_info(query, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.search_companies ..."
  end
  # verify the required parameter 'query' is set
  if @api_client.config.client_side_validation && query.nil?
    fail ArgumentError, "Missing the required parameter 'query' when calling CompanyApi.search_companies"
  end
  if @api_client.config.client_side_validation && !opts[:'page_size'].nil? && opts[:'page_size'] > 10000
    fail ArgumentError, 'invalid value for "opts[:"page_size"]" when calling CompanyApi.search_companies, must be smaller than or equal to 10000.'
  end

  # resource path
  local_var_path = "/companies/search"

  # query parameters
  query_params = {}
  query_params[:'query'] = query
  query_params[:'active'] = opts[:'active'] if !opts[:'active'].nil?
  query_params[:'page_size'] = opts[:'page_size'] if !opts[:'page_size'].nil?

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseCompaniesSearch')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#search_companies\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end

#shares_outstanding_by_company(identifier, opts = {}) ⇒ ApiResponseCompanySharesOutstanding

Shares Outstanding by Company Returns shares outstanding for the Company with the given ‘identifier`

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



1183
1184
1185
1186
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 1183

def shares_outstanding_by_company(identifier, opts = {})
  data, _status_code, _headers = shares_outstanding_by_company_with_http_info(identifier, opts)
  return data
end

#shares_outstanding_by_company_with_http_info(identifier, opts = {}) ⇒ Array<(ApiResponseCompanySharesOutstanding, Fixnum, Hash)>

Shares Outstanding by Company Returns shares outstanding for the Company with the given &#x60;identifier&#x60;

Parameters:

  • identifier —

    A Company identifier (Ticker, CIK, LEI, Intrinio ID)

  • opts (Hash) (defaults to: {}) —

    the optional parameters

Returns:



1193
1194
1195
1196
1197
1198
1199
1200
1201
1202
1203
1204
1205
1206
1207
1208
1209
1210
1211
1212
1213
1214
1215
1216
1217
1218
1219
1220
1221
1222
1223
1224
1225
1226
1227
1228
1229
 
# File 'lib/intrinio-sdk/api/company_api.rb', line 1193

def shares_outstanding_by_company_with_http_info(identifier, opts = {})
  if @api_client.config.debugging
    @api_client.config.logger.debug "Calling API: CompanyApi.shares_outstanding_by_company ..."
  end
  # verify the required parameter 'identifier' is set
  if @api_client.config.client_side_validation && identifier.nil?
    fail ArgumentError, "Missing the required parameter 'identifier' when calling CompanyApi.shares_outstanding_by_company"
  end
  # resource path
  local_var_path = "/companies/{identifier}/shares_outstanding".sub('{' + 'identifier' + '}', identifier.to_s)

  # query parameters
  query_params = {}

  # header parameters
  header_params = {}
  # HTTP header 'Accept' (if needed)
  header_params['Accept'] = @api_client.select_header_accept(['application/json'])

  # form parameters
  form_params = {}

  # http body (model)
  post_body = nil
  auth_names = ['ApiKeyAuth']
  data, status_code, headers = @api_client.call_api(:GET, local_var_path,
    :header_params => header_params,
    :query_params => query_params,
    :form_params => form_params,
    :body => post_body,
    :auth_names => auth_names,
    :return_type => 'ApiResponseCompanySharesOutstanding')
  if @api_client.config.debugging
    @api_client.config.logger.debug "API called: CompanyApi#shares_outstanding_by_company\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
  end
  return data, status_code, headers
end