Company fundamentals by filing date

io.github.Wei-LienWU由 GitHub 账号 Wei-LienWU 发布v0.4.0更新于 Nov 5, 2026

Company financials from official filings, each figure keyed to its filing date.

已验证STDIO仅桌面金融数据与分析

概览

AI 生成的概览

提供来自官方申报文件的公司财务基本面数据,每个数字都对应其申报日期,覆盖美国、日本、台湾等市场。

可以做什么
  • 按公司名称或部分代码查找股票代码,并区分不同市场
  • 获取某只股票各指标的最新已报告数值,含期间、期末、申报日期与表格类型
  • 查询某只股票的历史基本面数据,可按期间和申报日期筛选
  • 查看覆盖范围:市场、股票数量、历史深度、免费版清单、指标词表、来源署名与许可
  • 读取明细科目的数据字典,包括定义、各市场取数行、覆盖率及衍生指标公式
适用场景
适合需要按时点获取公司财务数据并关注申报日期的研究或分析场景,例如还原某一日期当时已知的数字,或跨美国、日本、台湾市场比较。
运行要求
以 npm 包形式通过 stdio 在本机运行,需要 Node.js。可选的环境变量 TRADINGAGENT_API_KEY 可解锁免费版以外的数据;不设置时仅能获取每个主体最近一个已报告财年的数据。提供需工作邮箱申请的 30 天免费评估密钥。
安装前请注意
API 密钥属于机密,通过环境变量传入。免费版仅限每个主体最新已报告财年。季度数值只代表单个季度,不同指标可能来自不同期间。台湾的申报日期为法定截止日的近似值,通常不早于实际发布日。数据须随附来源署名与许可条款。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Company fundamentals by filing date,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Desktop only,通过 STDIO。 STDIO 服务会启动本地进程,因此需要 SourceWeft 桌面宿主。

工具

5

get_latest_fundamentals

Latest fundamentals for a company

The most recent reported value of each metric for one ticker, each with its period (fy, fp), period end, filing date and form. Each metric is its own latest value, so two metrics can come from different periods, and a quarterly fp means ONE quarter's figure, not a year. Pass as_of to use only filings dated on or before that day (how each market dates a filing: https://www.tradingagentapp.com/fundamentals/methodology). On a free key, a company outside the full-history sample answers from its most recent reported fiscal year only (history_depth says so) and as_of needs a licence or an evaluation key. Tickers look like AAPL, 2330.TW, 005930.KS, 0403091220.BE, 775670417.FR, CC21860.NZC (and 10238429.EE, 5560356163.SE, 47239255.SK, 40003032949.LV where the coverage lists them). Suffixes are not all listed equities, and not all figures mean what the column name suggests. .TW income-statement values are SINGLE-QUARTER (three-month) amounts: Taiwan files cumulative year-to-date totals and they are converted before you see them, so do NOT difference adjacent quarters again. A .TW row with fp FY is the full-year total, not a quarter. .TW current quarters come from the TWSE OpenAPI (Open Government Data License v1.0, attribution required); history from 2013 comes from the TWSE MOPS XBRL archive, which is NOT open data: keep both attribution notices and do not call Taiwan figures open data. US figures (SEC EDGAR) are public information. .TW filing dates are the statutory reporting deadline, a proxy, not the actual release date; for some financial and foreign first-listed companies and for weekend deadlines it can be earlier than the real deadline (known issue, being corrected). .BE is Belgian STATUTORY SOLO accounts, never group consolidation. .NZC is New Zealand REGISTERED CHARITIES (Charities Register annual returns), not listed companies; their `filed` is the New Zealand date of the register's record date. .FR is INPI's register of keyed-in annual accounts: `filed` is dateDe

输入参数as_ofticker必填

get_fundamentals_history

Reported history for a company

The stored figures for one ticker, each row carrying its period (fy, fp: for a quarterly row the CALENDAR quarter containing the period end) and its filing date as each market records it (for Taiwan, the general statutory reporting deadline — a proxy, usually on or after the actual release). Filter with metric (comma-separated) and from (period-end lower bound); as_of keeps only filings dated on or before that day. On a free key, a company outside the full-history sample answers with its most recent reported fiscal year only: full_history false and history_depth say so, and older filings exist. Long histories are capped at 250 rows, keeping the most recent rows of EVERY metric (per_metric says how many of each); narrow with metric/from for the rest. Suffixes are not all listed equities, and not all figures mean what the column name suggests. .TW income-statement values are SINGLE-QUARTER (three-month) amounts: Taiwan files cumulative year-to-date totals and they are converted before you see them, so do NOT difference adjacent quarters again. A .TW row with fp FY is the full-year total, not a quarter. .TW current quarters come from the TWSE OpenAPI (Open Government Data License v1.0, attribution required); history from 2013 comes from the TWSE MOPS XBRL archive, which is NOT open data: keep both attribution notices and do not call Taiwan figures open data. US figures (SEC EDGAR) are public information. .TW filing dates are the statutory reporting deadline, a proxy, not the actual release date; for some financial and foreign first-listed companies and for weekend deadlines it can be earlier than the real deadline (known issue, being corrected). .BE is Belgian STATUTORY SOLO accounts, never group consolidation. .NZC is New Zealand REGISTERED CHARITIES (Charities Register annual returns), not listed companies; their `filed` is the New Zealand date of the register's record date. .FR is INPI's register of keyed-in annual accounts: `filed` is dateDepot, the register's own

输入参数fromas_ofmetricticker必填

search_companies

Find a ticker by company name

Look up the ticker for a company name or partial symbol — 'Apple', 'TSMC', '2330', 'samsung', 'LVMH'. Use this first when the user names a company rather than a ticker, and check the market of the hit: a local subsidiary or a namesake in another country can share the name. Pass market (US, JP, TW, KR, FR, BE, DK, NZC) to search one market only. Results with market NZC are New Zealand registered charities, not listed companies.

输入参数query必填market

get_coverage

What data is available

Markets covered, ticker counts, history depth per market, the free-tier ticker list, the metric vocabulary, the source attributions that must travel with the data, and the licence the data is supplied under (with an evaluation key, its terms and end date).

无需输入参数。

get_data_dictionary

What each detailed line item means, per market

The data dictionary of the detailed line items: for every metric, its definition, which filed line each market reads it from (or why a market has none), and the measured share of that market's company-periods that carry it; and the figures we calculate from them, with their formulas. Use it before comparing a line item across markets. Detailed line items (trade_receivables, trade_and_other_receivables, inventories, trade_payables, trade_and_other_payables, ppe, noncurrent_assets, current_assets, current_liabilities, retained_earnings, depreciation_amortization, interest_expense, cash_flow_operating, capex, and in the US minority_interest and temporary_equity) are filed lines of the same filings, dated by their filing, read so far for the US, Taiwan, Slovakia and Estonia; their definitions follow each market's accounting rules, so call get_data_dictionary before comparing markets. Signs are as filed: capex is a positive number in the US and a NEGATIVE number in Taiwan, both meaning cash paid. US and Taiwan cash-flow lines (and US depreciation_amortization) are annual only. free_cash_flow, working_capital, current_ratio and ebitda are calculated by us, not filed, carry form derived and appear only where every input comes from one filing; Taiwan has no depreciation_amortization and so no ebitda. A market with no measured share in the dictionary has not had its line items loaded or measured yet; a missing line item is not a zero, except in Estonia, where a filed zero in noncurrent_assets is left out, so a missing figure there can mean zero or not reported.

无需输入参数。

版本历史

6
  1. v0.4.0最新Nov 5, 2026
  2. v0.3.12Nov 3, 2026
  3. v0.3.11Oct 29, 2026
  4. v0.3.7Oct 16, 2026
  5. v0.3.5Oct 15, 2026
  6. v0.3.4Oct 13, 2026

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