Reports - Borsdata-Sweden/API GitHub Wiki

Sample API calls

Get all reports for a list of instruments (max 50 instruments)

[URL]/v1/instruments/reports?authKey={{KEY}}&instList=2,3,6&original=1
https://github.com/Borsdata-Sweden/API/wiki/API-Array-calls

instList is a comma separated list. Max 50 instruments is allowed.
Try use this to keep down number of Api calls

Get all reports for a one instrument as original report values

[URL]/v1/instruments/750/reports?authKey={{KEY}}&maxcount=20&original=1

Get all reports for a one instrument as converted report values to Stockprice currency

[URL]/v1/instruments/750/reports?authKey={{KEY}}&maxcount=20&original=0

Get all YEAR reports for a one instrument as original report values

[URL]/v1/instruments/750/reports/year?authKey={{KEY}}&maxcount=20&original=1

Get all R12 reports for a one instrument as original report values

[URL]/v1/instruments/750/reports/r12?authKey={{KEY}}&maxcount=20&original=1

Get all QUARTER reports for a one instrument as original report values.

[URL]/v1/instruments/750/reports/quarter?authKey={{KEY}}&maxcount=20&original=1

[URL] is https://apiservice.borsdata.se/

Overview Reports

From API you have aceess to 3 different reports.
You find more code details in swagger docs.

Report Api Model Desc
R12 ReportR12V1 The report is calculated from the last 4 Quarter reports. (R12=Rolling 12 month)
Year ReportR12V1 Only get the Full year Reports (The latest report is R12).
Quarter ReportQuarterV1 Quarter reports. Normaly the result from 3 month.

Report Periods

Most companies release 5 reports every year.
4 Quarter reports and one full year report.
We name the reports with a Period 1 to 5.

Period (p) Desc
1 - 4 Data is based on Quarter reports. Q1, Q2, Q3, Q4
5 Data is based on Full Year Report

There is exceptions of companies with half year reports.
They only give three reports with period 2,4,5.

Report count

Default you get max 10 reports.
You can use querystring &maxCount to get up to 20 year reports and 40 R12&Quarter reports.
Ex &maxcount=20.
You can also use maxcount to limit number of reports.

Report Currency

Report data has two states.
Converted or Original. Converted is default, and means that all reportdata is converted to stockprice currency.
Original means that reportdata is returned in same currency as the Pdf Report.
Use the &original flag (0,1) to get Converted or Original report data.

Why?
More than 280 instruments in Nordic has different Report-currency than Stockprice-currency.
Sometimes when we calculate Kpis we need the same Report-currency as Stockprice-currency.

In report data you have two important values. [currency] and [currency_Ratio].

currency

[currency] is the Original report currency and is never changed in API call.
This will always show Original report currency even if the reportdata is converted to Stockprice currency.

Currency Ratio

[currency_Ratio] is the ratio to convert original Report-currency than Stockprice-currency.
If Instrument has same Report-currency and Stockprice-currency then this is 1.

Broken fiscal year

Many companies has broken report year. They don't follow the normal calender year.
If a company start the reportperiod in August. Then Report Period=1 starts in August.

Report Period=1 means the First Quarter report for this reportperiod (Not first calender period)
Check Report [broken_Fiscal_Year=1].

Report Data Model

This table describe Report data Model.
We translate to Swedish for most of our customers.

English Swedish Convert
Revenues Totala intäkter Million
Gross Income Bruttoresultat Million
Operating Income Rorelseresultat Million
Profit Before Tax Resultat före skatt Million
Profit to Equity Holders Resultat före aktieagare Million
Earnings Per Share Vinst före aktie Million
Number of shares Antal aktier Million
Dividend Utdelning Million
Intangible assets Immateriella tillgångar Million
Tangible assets Materiella tillgångar Million
Financial assets Finansiella tillgångar Million
Non-current assets Summa anläggningstillgångar Million
Cash and equivalents Kassa Bank Million
Current assets Summa omsättnings tillgangar Million
Total Assets Summa Tillgångar Million
Total Equity Summa eget kapital Million
Non-current liabilities Långfristiga skulder Million
Current liabilities Kortfristiga skulder Million
Total Equity Summa skulder och eget kapital Million
Net Debt Netto skuld Million
Cash flow from operating activities Kassaflöde löpande verksamhet Million
Cash flow from investing activities Kassaflöde investerings verksamhet Million
Cash flow from financing activities Kassaflöde finansierings verksamhet Million
Cash flow for the year Årets kassaflöde Million
Free Cash Flow Fritt kassaflöde Million
Stock Price Average Aktiekurs högsta Share
Stock Price High Aktiekurs lägsta Share
Stock Price Low Aktiekurs snitt Share
Report Start Date Rapport start datum Date
Report End Date Rapport slut datum Date
Report End Date Rapport slut datum Date
Currency Valuta
Currency Ratio Valuta konvertering
Net Sales Omsättning Million
Report Date Rapportdatum Date