Company fundamentals by filing date

io.github.Wei-LienWU由 GitHub 帳號 Wei-LienWU 發布v0.4.0更新於 Nov 5, 2026

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

已驗證STDIO僅桌面金融資料與分析

概覽

AI 產生的概覽

提供來自官方申報文件的公司財務基本面資料,每個數字都對應其申報日期,涵蓋美國、日本、台灣等市場。

可以做什麼
  • 依公司名稱或部分代號查找股票代號,並區分不同市場
  • 取得某檔股票各指標的最新已申報數值,含期間、期末、申報日期與表單類型
  • 查詢某檔股票的歷史基本面資料,可依期間與申報日期篩選
  • 檢視涵蓋範圍:市場、股票數量、歷史深度、免費版清單、指標詞彙、來源標註與授權
  • 讀取明細科目的資料字典,包括定義、各市場取數行、涵蓋率及衍生指標公式
適用情境
適合需要依時點取得公司財務資料並重視申報日期的研究或分析情境,例如還原某一日期當時已知的數字,或跨美國、日本、台灣市場比較。
執行需求
以 npm 套件形式透過 stdio 在本機執行,需要 Node.js。選用的環境變數 TRADINGAGENT_API_KEY 可解鎖免費版以外的資料;未設定時僅能取得每個主體最近一個已申報會計年度的資料。提供需以工作信箱申請的 30 天免費評估金鑰。
安裝前請注意
API 金鑰屬機密,透過環境變數傳入。免費版僅限每個主體最新已申報會計年度。季度數值僅代表單一季,不同指標可能來自不同期間。台灣的申報日期為法定截止日的近似值,通常不早於實際發布日。資料須隨附來源標註與授權條款。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Company fundamentals by filing date,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Desktop only,透過 STDIO。 STDIO 服務會啟動本機處理程序,因此需要 SourceWeft 桌面主機。

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

輸入參數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

輸入參數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.

輸入參數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).

無需輸入參數。

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.

無需輸入參數。

版本歷史

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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