This community helps developers, analysts, and business intelligence professionals connect with and use the XBRL API, Public Filings Database, staff and community-sourced resources and tools more effectively.

Get Started.

The Google Sheets Add-on is the quickest way to learn how to use the XBRL API. OAuth2 access lets you use the XBRL API with programming languages like PHP, Python and R, as well as the Office 365 Excel XBRL Filed Data Add-in and free templates.

 

Watch introductory videos to help get started with Google Sheets Add-on or Excel.

Anyone can explore our Database with the XBRL API without cost or obligation. Most XBRL US Members enjoy unlimited access and no quotas. Consider XBRL US Membership options for yourself or your team.

Templates and Tools

XBRL US Members can earn discounts for contributing to the resources below.
Got an idea?
Email info@xbrl.us so we can discuss it with you (we may have helpful tips, too).

Excel Template

updated Dec 8, 2021
OAuth2 access

Simple Statement or Disclosure Query (.zip download)
Filter a single report to review a specific statement or disclosure.

 

Excel Template

updated Dec 10, 2021
OAuth2 access

Multi-Company Comparison (.zip download)
Compare financial statements or disclosures for up to 3 companies.

 

Excel Template

updated Dec 9, 2021
OAuth2 access

Classroom Learning Activity (.zip download)
Use warm up queries to get students acclimated, then graduate to an exercise with answer key to learn how to build API queries (also available in Google Sheets). XBRL US Academic Memberscontact us for help with prep and/or rollout.

Google Sheet

updated Dec 11, 2021

Classroom Learning Activity
Use warm up queries to get students acclimated, then graduate to an exercise with answer key to learn how to build API queries. (also available in Excel). XBRL US Academic Memberscontact us for help with prep and/or rollout.

Google Sheet

updated Dec 11, 2021

Margin Comparison / Time Series
Extract margin, revenue, and income elements for up to 10 tickers in table and graphical display.

Google Sheet

 

Balance Sheet Compare – SEC Filers
contributed by Power User Peter Guldberg
This template features a customizable Taxonomy Map that lets analysts compare financials for US GAAP and IFRS filers.

Code Resource

updated Dec 20, 2021
OAuth2 access

Jupyter Notebook – IPython –
Use this web-based interactive Python loop to gather all available data points for a query. Run the script from a local computer and the output can be saved to a .csv file.

Code Resource

OAuth2 access

Jupyter Notebook – R –
Use this sample open-source web-based front end as a starting point to create an interactive, versioned, distributable resource for your research using R programming language.

Code Resource

OAuth2 access

XBRLUSCall for PHP (v0.1)
Download the .zip from GitHub and use XBRLUSCall to simplify the task of creating programatic requests in PHP to the XBRL US API. This class:

  • Handles requesting and managing OAuth tokens (access_token and refresh_token)
  • Handles multiple calls (pagination) to the API to obtain the full results of the data set rather than the per-request limit
  • Automatically handles potential errors
  • Certain functions can be overridden to allow token persistence between initializations
Code Resource

OAuth2 access

Sample Queries (Insomnia workspace)
This set of XBRL API queries is designed to be loaded from Insomnia software.

Discussion forum

Home Forums Home Using Data Search

All visitors can exchange ideas and pose questions to XBRL data users in a community forum. Browse the latest topics below or use the link or search box above to get answers on other topics.

Home Forums Home Using Data The XBRL API

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Viewing 15 topics - 16 through 30 (of 87 total)
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Periodic web meetings

Engage in an open forum to learn about new functionality and techniques for using XBRL API, get questions answered, and let members preview XBRL Spreadsheets in development and other applications. The list of upcoming and prior meeting replays is at the right-side of this page.


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