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GET /v2/fundamentals/{symbol}/{dataset}

Company fundamentals for one symbol

fundamentals_getDataset

One fundamentals dataset for one company: valuation ratios, income statements, balance sheets, float, short interest or dividends. Rows are in data.results, newest first.

Path parameters

symbol string required

Symbol, e.g. AAPL

dataset string required

One of ratios, income, balance-sheet, float, short-interest or dividends. news is available in the ITMatrixHQ apps only (403 with an API key).

Query parameters

timeframe string

Statement period: quarterly|annual|trailing_twelve_months (default quarterly). Applies to income and balance-sheet.

limit integer · int32

Rows to return, newest first: 1 to 50 (default 8). Applies to income, balance-sheet and short-interest.

Details

datasetwhat it holdsparameters
ratiosvaluation and balance ratios (market cap, EV, P/E, P/B, EV/EBITDA, dividend yield and more) as of the latest datenone
incomeincome statements (revenue, net income, EPS and more)timeframe, limit
balance-sheetbalance sheets (cash, liabilities, equity and more)timeframe, limit
floatfree float, as shares and percentnone
short-interestshort interest, average daily volume and days to cover, by settlement datelimit
dividendsdeclared cash dividends with ex, record and pay datesnone

income and balance-sheet serve one statement period per response (timeframe), so each response is a single series. The news dataset is available in the ITMatrixHQ apps only; with an API key it is 403 not_entitled_tier.

Units

  • Currency amounts are dollars: statement values in whole dollars, cash_amount per share.
  • Shares are counts; free_float_percent is percent (92.1 = 92.1%).
  • Ratios are unitless; dates are ISO YYYY-MM-DD.

Freshness

Fetched at request time. Statements update as companies report, ratios daily, and short-interest on the exchange settlement cycle.

Limits

At most 50 rows per response (limit, default 8). No other per-operation limit applies.

Empty results

A symbol with no data for a dataset returns 200 with an empty results list.

Example

http
GET /v2/fundamentals/AAPL/float
json
{
  "data": {
    "results": [
      {
        "ticker": "AAPL",
        "effective_date": "2026-05-14",
        "free_float": 13521179933,
        "free_float_percent": 92.1
      }
    ],
    "status": "OK"
  },
  "meta": { "dataset": "float", "symbol": "AAPL" }
}

Response

Prices are dollars, timestamps epoch milliseconds, strikes integer thousandths of a dollar; null means unknown. Units →

200application/json

The dataset in data: rows in data.results, newest first; meta.dataset, meta.symbol, and meta.timeframe / meta.limit where they applied

object

Errors

Every error is the JSON error envelope; branch on error.code.

StatusMeaning
400

invalid_params — unknown dataset / bad symbol / bad timeframe or limit

401

unauthenticated

403

not_entitled_tier — news requested with an API key (news is shown in the ITMatrixHQ apps only)

502

internal — the data source failed upstream

503

internal — the data source is not configured here