How to Choose a Free Company Fundamentals API如何选择
免费的公司基本面数据 API
Evaluate statements, ratios, reporting history, update schedules, rate limits, licensing, and data quality before a free tier becomes a dependency.
在将免费接口作为产品依赖前，应评估其财务报表、财务比率、历史报告期、更新频率、
请求频率限制、使用许可和数据质量。
Free company fundamentals API免费的公司基本面数据 API
A company fundamentals API is most useful as a compact, current company snapshot: verified identity, business classification, latest reporting period, headline financials, capital structure, and a small set of clearly defined metrics. It can power company profile pages, symbol search enrichment, watchlists, and the first step of an AI research workflow. It should not be mistaken for a complete historical statement warehouse or a point-in-time backtesting database.
公司基本面数据 API 最适合提供一份紧凑、及时的公司快照，包括经过核验的主体身份、业务分类、最新财务报告期、核心财务数据、资本结构和少量口径清晰的指标。它可以用于公司资料页、证券搜索结果补充、自选股列表，以及 AI 研究工作流的第一步，但不能把这种快照接口等同于完整的历史财务报表仓库或历史时点回测数据库。
Expect limits on requests, reporting history, exchanges, company universes, endpoints, or commercial usage.
A screener, valuation model, research notebook, and backtest need different statements, periods, and point-in-time guarantees.
Identity, classification, latest fiscal period, market context, and headline metrics should refer to the same company and effective date.
A compact profile still needs source filing dates, market-data timestamps, and clear labels for reported, derived, or estimated fields.
免费套餐通常会限制请求次数、可查询的历史期数、覆盖的交易所与公司范围、可用接口以及商业用途。
股票筛选器、估值模型、研究笔记和回测系统对财务报表、报告期及历史时点准确性各有不同要求。
公司身份、行业分类、最新财务报告期、市场信息和核心指标应对应同一主体，并注明各自的生效时点。
即使只是精简的公司资料，也应提供财报来源日期、市场数据时间戳，并区分原始披露、计算值和预期值。
What can a free company fundamentals API cover?免费的公司基本面数据 API 能提供哪些数据？
“Company fundamentals” can describe everything from a profile endpoint to a full financial database. For this use case, define the minimum snapshot that lets a user identify a company, understand what it does, see its latest financial scale and profitability, and decide whether deeper research is warranted. Keep optional statement history and filings linked, but do not overload the first response with every available fact.
“公司基本面”既可能指简单的公司概况接口，也可能被用来描述完整的财务数据库。本页所讨论的重点，是定义一份足以帮助用户识别公司、理解主营业务、掌握最新经营规模与盈利状况，并判断是否值得继续研究的基本面快照。财务报表历史和监管文件可以作为进一步查看的入口，但不必把所有数据都塞进首次响应。
Require a stable company ID, legal name, exchange-qualified ticker, share class, domicile, website, reporting jurisdiction, status, and a sourced business description. Company name and ticker aliases should not create duplicate profiles.
Sector, industry, country, exchange, employee count, fiscal-year end, and reporting currency help users interpret the numbers. Store the taxonomy name and effective date because classifications can differ across providers and change over time.
Revenue, operating income, net income, assets, debt, cash, operating cash flow, free cash flow, and share count should identify the latest annual or quarterly period. Do not mix a new income statement with an older balance sheet without labeling the mismatch.
Market capitalization, enterprise value, price, dividend yield, and selected multiples require a market-data timestamp and documented denominator period. A live price combined with stale shares or debt can make enterprise value misleading.
The snapshot should link to statements, filings, earnings events, and methodology notes. Users and agents need a path from a headline metric to the reported fact or calculation behind it.
应提供稳定的公司 ID、法定名称、带交易所信息的证券代码、股权类别、注册地、官网、财务报告司法辖区、经营状态和注明来源的业务描述。公司简称或证券代码别名不应生成重复资料页。
所属行业、细分领域、国家或地区、交易所、员工数、财年截止日和记账本位币有助于用户正确理解数据。由于不同供应商采用的分类体系可能不同，分类结果也会随时间变化，因此应保存分类标准名称和生效日期。
营业收入、营业利润、净利润、资产、债务、现金、经营现金流、自由现金流和股本数据，都应明确对应最近一个年度或季度报告期。不能把新一期利润表与旧一期资产负债表混在同一快照中而不作说明。
市值、企业价值、股价、股息率和常用估值倍数需要市场数据时间戳，并说明分母采用哪个财务期间。如果实时股价搭配的是过时的股本、债务或现金数据，企业价值就可能失真。
公司快照应链接到完整财务报表、监管申报文件、财报事件和计算方法说明。用户或智能体需要能够从摘要指标继续追溯到原始披露或计算依据。
Keep the five dates in a company snapshot separate公司快照中的五类日期必须分开
| Date or time日期或时间 | Meaning含义 | Common mistake常见错误 |
|---|---|---|
| Fiscal period end财务期末日 | The annual, quarterly, or year-to-date period represented by the fact该财务事实所代表的年度、季度或年初至今期间 | Calling the latest period the publication date把最新报告期误当成发布日期 |
| Filed or accepted at申报或受理时间 | When the filing became available through the primary regulator or venue申报文件通过主要监管机构或平台正式可用的时间 | Allowing a backtest to use a quarter before it was public让回测提前使用当时尚未公开的季度数据 |
| Provider ingested at供应商收录时间 | When the API parsed and exposed the filingAPI 解析并对外提供该申报文件的时间 | Ignoring hours or days of delivery delay忽略数小时或数日的收录延迟 |
| Market data as of市场数据时点 | The price and market-cap observation used by valuation fields估值字段采用的股价与市值观测时点 | Combining a current price with an unexplained old share count把当前股价与没有说明的旧股本直接组合 |
| Retrieved at获取时间 | When the application fetched this snapshot应用获取该快照的时间 | Treating retrieval time as evidence that every field is fresh把获取时间当成所有字段都很新的证明 |
Period labels need the same precision. A quarterly income-statement value covers one quarter; a year-to-date value covers the fiscal year through that quarter; a trailing-twelve-month value usually combines the latest four compatible quarters. Annual, quarterly, YTD, and TTM figures must not share one unlabeled revenue field. Balance-sheet facts such as cash and debt are point-in-time values, while revenue and cash flow cover a duration.
报告期间也需要同样精确。单季利润表数值只覆盖一个季度；年初至今数值覆盖本财年开始至该季度；过去十二个月数值通常由最近四个口径一致的季度组成。年度、单季、年初至今和 TTM 收入不能共用一个没有期间标签的 revenue 字段。现金、债务等资产负债表项目属于某一时点，而收入和现金流覆盖一段期间。
The criteria that separate sample fundamentals from dependable data判断基本面数据能否可靠使用的关键标准
| Criterion标准 | What to verify需要确认 | Common free-tier trade-off免费套餐常见取舍 | Test测试方法 |
|---|---|---|---|
| Coverage覆盖范围 | Companies, exchanges, regions, statements, fields, and history.公司、交易所、地区、财务报表、字段和历史数据跨度。 | Narrow universe or only a few periods.公司覆盖范围有限，或仅提供少数报告期的数据。 | Query large, small, foreign, and delisted companies.分别查询大型企业、小型企业、海外公司和退市公司。 |
| Identity quality主体质量 | Stable IDs, exchange-qualified tickers, share classes, aliases, and company status.稳定 ID、带交易所信息的证券代码、股权类别、别名和公司状态。 | Duplicate or stale company profiles.公司资料重复，或经营状态长期未更新。 | Resolve dual listings, renamed firms, and inactive issuers.测试双重上市、公司更名和停止经营的发行人。 |
| Freshness数据时效 | Filing timestamps, ingestion delay, update schedule, and revisions.申报文件提交时间、入库延迟、更新频率和修订处理方式。 | New reports may arrive hours or days late.新财报可能要延迟数小时甚至数日才会入库。 | Compare new filings and later amendments with a primary source.将新提交的申报文件及其后续修订与一手来源逐项对比。 |
| Snapshot consistency快照一致性 | Effective dates for profile, statement, market, and calculated fields.公司资料、财报、市场数据与计算字段各自的生效日期。 | Mixed periods presented as one current record.把不同报告期的数据混合展示为同一份当前记录。 | Print every component date in one sampled profile.选择一家公司，逐项列出快照中每个组成字段的日期。 |
| Definitions字段定义 | Reported, standardized, derived, estimated, and sector-specific labels.原始披露、标准化、计算、预期和行业特有字段的明确标记。 | Convenient metrics with no methodology.指标使用方便，却没有计算口径说明。 | Trace market cap and one ratio to their inputs.选择市值和一项财务比率，追溯其全部输入数据。 |
| Limits调用限额 | Per-minute, daily, concurrent, and endpoint quotas.每分钟、每日、并发请求数以及各接口的调用配额。 | Low burst capacity or hard daily caps.突发请求容量较低，或设有严格的每日调用上限。 | Exercise 429 responses and retry headers.发起足以触发 429 响应的请求，并检查响应头中的重试指示。 |
| Rights使用许可 | Commercial use, storage, attribution, and redistribution.商业使用、数据存储、署名和再分发权限。 | Personal or non-commercial use only.仅限个人或非商业用途。 | Read both API terms and upstream data rights.同时核对 API 使用条款与上游数据的授权范围。 |
A safer integration pattern for company fundamentals更稳妥的公司基本面数据接入方案
Separate required identity and current-context fields from optional history. This keeps the initial response fast and understandable while preserving links to statements, filings, and deeper research.
Map provider-specific company IDs, listings, share classes, and aliases into an internal entity model. Return an ambiguity state when several companies match instead of silently selecting the first ticker result.
Fetch identity, classification, latest financials, capital structure, and market context separately, then label the date and source of each component. Do not imply that asynchronous datasets were updated together.
Store whether each field is reported, standardized, derived, estimated, or provider-specific. Keep source values and documents so a compact profile can still support audit and correction.
Schedule routine updates, but also react to new filings, earnings releases, corporate actions, ticker changes, and status changes. Invalidate only the affected parts of the company card when possible.
把必需的主体身份和当前经营背景，与可选的历史数据分开。这样既能让首次响应保持快速、易读，也能为财务报表、监管文件和深入研究保留入口。
将供应商特有的公司 ID、上市关系、股权类别和别名映射到内部主体模型。若一个查询对应多个可能公司，应返回“存在歧义”的状态，而不是静默选择第一个证券代码结果。
分别获取公司身份、行业分类、最新财务数据、资本结构和市场背景，并标注每个组成部分的日期与来源。不同数据集异步更新时，不应让用户误以为它们来自同一时点。
记录每个字段属于原始披露、标准化、计算、预期还是供应商特有指标，同时保存来源数值和文件，使精简的公司资料仍然能够审计和纠错。
除定时刷新外，还应响应新财报、业绩公告、公司行动、证券代码变更和经营状态变化。条件允许时，只使公司卡片中受影响的部分失效并重新获取。
Recalculate market capitalization and enterprise value复算市值与企业价值
Assume the security has 100 million eligible shares, a $30.00 price at 16:00, $500 million of debt, and $200 million of cash. Market capitalization is 100m × $30 = $3.0bn. Under a simple definition, enterprise value is $3.0bn + $0.5bn − $0.2bn = $3.3bn. The displayed result should link each input to its date, currency, unit, share class, and source.
假设某证券有 1 亿股符合口径的股份，16:00 股价为 30 美元，债务 5 亿美元，现金 2 亿美元。市值为 1 亿 × 30 美元 = 30 亿美元；按照简化定义，企业价值为 30 亿 + 5 亿 − 2 亿 = 33 亿美元。展示结果时，应能追溯每个输入的日期、币种、单位、股份类别和来源。
Mismatch test: if the 100 million shares predate a 2-for-1 split, or debt and cash come from an older fiscal period than the labeled snapshot, the arithmetic can be correct while the metric is wrong. Reject the calculation or expose the mixed-date state. Also document whether enterprise value includes preferred stock, minority interest, leases, investments, or other provider-specific adjustments.
错配测试：如果 1 亿股的数据早于一次 1 拆 2，或债务和现金来自比快照标签更早的报告期，即使算式本身正确，指标仍然是错的。此时应拒绝计算，或明确显示“日期混合”状态。同时还要说明企业价值是否计入优先股、少数股东权益、租赁负债、投资资产或供应商特有调整。
| Field class字段类别 | What to retain应保存内容 | Display rule展示规则 |
|---|---|---|
| Reported原始披露 | Issuer value, label, unit, period, filing, and source location发行人披露值、标签、单位、期间、申报文件与来源位置 | Present as filed; do not silently normalize按披露口径展示，不能静默标准化 |
| Standardized标准化 | Mapped concept, transformation rule, original fact, and taxonomy version映射概念、转换规则、原始事实与分类版本 | Label the standardized definition and preserve the original标明标准化定义，并保留原始数据 |
| Derived计算值 | Formula, input IDs, input dates, units, and calculation time公式、输入 ID、输入日期、单位与计算时间 | Show methodology and unavailable reasons展示方法与不可计算原因 |
| Estimated预期值 | Estimate source, contributing period, contributor count, update time, and basis预期来源、对应期间、贡献者数量、更新时间与口径 | Never present as an issuer-reported result绝不能当作发行人已披露结果 |
Use QVeris to discover company fundamentals capabilities借助 QVeris 查找公司基本面数据 API
Provider lists go stale and every API describes company fundamentals differently. QVeris helps developers and agents discover profile, filing, market, and financial capabilities, inspect their contracts, and call the appropriate tool for each part of a company snapshot. It simplifies routing, while the application remains responsible for entity resolution, effective dates, field definitions, caching, and the evidence shown to users.
供应商列表容易过时，而且各个 API 对“公司基本面”的定义并不统一。QVeris 可以帮助开发者和智能体发现公司概况、监管文件、市场数据和财务数据能力，检查调用契约，并为公司快照的不同组成部分选择合适工具。它能够简化能力路由，但公司主体映射、生效日期、字段定义、缓存策略以及向用户展示的证据仍由应用方负责。
- Search by the capability you need—statements, ratios, company profiles, earnings, segments, or filings—not only by a vendor name.
- Inspect inputs, outputs, authentication, and constraints before wiring a capability into an automated workflow.
- 按实际需要的数据能力搜索，例如财务报表、财务比率、公司概况、业绩数据、分部数据或监管申报文件，而不只按供应商名称查找。
- 将相关 API 能力接入自动化工作流前，先检查其输入、输出、身份验证方式和限制条件。
FAQ常见问题
Yes. Several providers expose profiles, statements, ratios, or filings on a free tier, but most limit requests, history, company coverage, endpoints, or commercial use.
Test income statements, balance sheets, cash flow, annual and quarterly periods, currencies, restatements, missing values, errors, and actual rate-limit behavior.
Start with verified identity, exchange and status, business description, sector, latest fiscal period, headline financials, capital structure, selected metrics, and dates for every component.
It can support an initial screen, but a defensible valuation usually needs full statement history, calculation definitions, estimates, adjustments, and source documents beyond the compact profile.
Expose the effective date and freshness state per field group. Keep the last valid value only when the product labels it clearly; otherwise return unavailable rather than imply that old data is current.
Only with clear labeling and source links. Preserve the issuer or regulatory description separately, and do not let generated text silently replace factual identity or business-classification fields.
有。一些供应商通过免费套餐提供公司概况、财务报表、财务比率或监管申报文件，但通常会限制请求次数、历史数据范围、公司覆盖范围、可用接口或商业用途。
应先测试利润表、资产负债表和现金流量表，并检查年度与季度报告期、币种、数据重述、缺失值、错误响应，以及接口触发请求频率限制时的实际表现。
至少应包括经过核验的公司身份、上市地与经营状态、业务描述、行业分类、最新财务报告期、核心财务数据、资本结构、精选指标，以及各组成部分对应的日期。
它可以用于初步筛选，但严谨估值通常还需要完整财务历史、计算口径、预期数据、调整项和来源文件，这些内容超出了精简公司资料的范围。
应按字段组展示生效日期和时效状态。只有在页面明确标注的情况下才可继续显示最近一次有效值，否则应返回“暂无可用数据”，不能让旧数据看起来仍是当前值。
可以，但必须明确标注并提供来源链接。企业或监管文件中的原始描述应单独保留，生成文本不能悄然替代公司身份和业务分类等事实字段。