---
title: "Equity: Financials package"
description: "Package-specific inputs, contstraints and features."
url: "https://developer-beta.morningstar.com/investment-details-api/equity-financials"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~RXF1aXR5OiBGaW5hbmNpYWxzIHBhY2thZ2U,description_~UGFja2FnZS1zcGVjaWZpYyBpbnB1dHMsIGNvbnRzdHJhaW50cyBhbmQgZmVhdHVyZXMu,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9pbnZlc3RtZW50LWRldGFpbHMtYXBpL2VxdWl0eS1maW5hbmNpYWxzIg,s_akxeVeWWQTS4-pF_.png"
---

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# Investment Details API

Get detailed profile data for a single investment, drawing on Morningstar's fundamental, reference, and historical data.

# Equity: Financials

[View Markdown](https://developer-beta.morningstar.com/investment-details-api/equity-financials.md)[Download Markdown](https://developer-beta.morningstar.com/investment-details-api/equity-financials.md)

This package requires additional request parameters and has supporting resources specific to Equity: Financials.

## [Supporting Documentation](#supporting-documentation)

| Document                                                               | Description                                    |
| :--------------------------------------------------------------------- | :--------------------------------------------- |
| Equity Data: Financial Statements Guidance for Investment Details API  | Guide to retrieving financial statements data. |
| Equity Data: Financial Statements Templates for Investment Details API | Financial statements templates.                |

## [Parameters](#parameters)

### [period](#period)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | query parameter                                                                  |
| Data Type       | string                                                                           |
| Possible Values | a (Annual), sa1 (First semi-annual), sa2 (Second semi-annual), q1–q4 (Quarters), ir (Irregular report) |
| Example         | a                                                                                |

**Required** Filters results by the duration period of financial statements reported by the company.

### [reportType](#reporttype)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | query parameter                                                                  |
| Data Type       | string                                                                           |
| Possible Values | a (As originally reported), r (Restated), d (Preliminary restated), p (Preliminary as reported), ta, td, tr, tp (Trailing 12-month variants) |
| Example         | a                                                                                |

**Required** Filters results by report type.

### [segmentType](#segmenttype)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | query parameter                                                                  |
| Data Type       | string                                                                           |
| Possible Values | Business, Brands/Franchise, Geographic, Market or Industry, Product/Services, Sales/distribution Channels, Timing of Revenue Recognition, Other |
| Example         | Geographic                                                                       |

Optional parameter for `viewId=equity-financials`. Required only when requesting financial segmentation data; filters results by segment type.

### [numberOfMonths](#numberofmonths)

| Attribute       | Value                   |
| :-------------- | :---------------------- |
| Type            | query parameter         |
| Data Type       | string                  |
| Possible Values | 3, 6, 9, 12, 15, 18, 21 |
| Example         | 3                       |

Filters results by the duration period of financial statements reported by the company.