---
title: "Equity: Financials"
description: "Equity: Financials guide for the Investment Details Feed API."
url: "https://developer-beta.morningstar.com/investment-details-feed-api/equity-financials"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~RXF1aXR5OiBGaW5hbmNpYWxzIHwgSW52ZXN0bWVudCBEZXRhaWxzIEZlZWQgQVBJ,description_~RXF1aXR5OiBGaW5hbmNpYWxzIGd1aWRlIGZvciB0aGUgSW52ZXN0bWVudCBEZXRhaWxzIEZlZWQgQVBJLg,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9pbnZlc3RtZW50LWRldGFpbHMtZmVlZC1hcGkvZXF1aXR5LWZpbmFuY2lhbHMi,s_QcR9FU-VakZC--LB.png"
---

# Equity: Financials

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

This package requires additional request parameters and has package-specific request limits.

## [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.                |

## [Request Limits](#request-limits)

When requesting Equity: Financials data, only a single view ID can be passed in the request i.e. "`equity-financials`".

## [Parameters](#parameters)

### [period](#period)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | Request Payload (views[].parameters)                                             |
| 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            | Request Payload (views[].parameters)                                             |
| 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            | Request Payload (views[].parameters)                                             |
| 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            | Request Payload (views[].parameters) |
| 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.