Parameter documentation
character Your 'SimFin' API key. It's recommended to set the API key globally using sfa_set_api_key.
character Your cache directory. It's recommended to set the cache directory globally using sfa_set_cache_dir.
integer Ticker of the companies of interest.
integer 'SimFin' IDs of the companies of interest. Any
id
will be internally translated to the respective ticker
. This
reduces the number of queries in case you query the same company via
ticker
and id
.
logical If TRUE
, retrieves the as-reported (not restated) data.
logical If TRUE
, retrieves trailing twelve month periods.
Date Filter for the report dates (reserved for SimFin+ users). With this filter you can filter the statements by the date on which the reported period ended ('Report Date'). By specifying a value here, only statements will be retrieved with report dates ending AFTER the specified date.
Date Filter for the report dates (reserved for SimFin+ users). With this filter you can filter the statements by the date on which the reported period ended ('Report Date'). By specifying a value here, only statements will be retrieved with report dates ending BEFORE the specified date.
character Filter for periods. As a non-SimFin+ user, you have to provide exactly one period. As SimFin+ user, this filter can be omitted to retrieve all statements available for the company.
'q1'
: First fiscal quarter.
'q2'
: Second fiscal quarter.
'q3'
: Third fiscal quarter.
'q4'
: Fourth fiscal quarter.
'fy'
: Full fiscal year.
'h1'
: First 6 months of fiscal year.
'h2'
: Last 6 months of fiscal year.
'9m'
: First nine months of fiscal year.
'6m'
: Any fiscal 6 month period (first + second half years; reserved
for SimFin+ users).
'quarters'
: All quarters (q1 + q2 + q3 + q4; reserved for SimFin+
users).
integer Filter for fiscal year. As a non-SimFin+ user, you have to provide exactly one fiscal year. As SimFin+ user, this filter can be omitted to retrieve all data available for the company.
logical With TRUE
, you can display some price related
ratios along with the share price data (reserved for SimFin+ users). The
ratios that will be displayed are:
Market-Cap
Price to Earnings Ratio (quarterly)
Price to Earnings Ratio (ttm)
Price to Sales Ratio (quarterly)
Price to Sales Ratio (ttm)
Price to Book Value (ttm)
Price to Free Cash Flow (quarterly)
Price to Free Cash Flow (ttm)
Enterprise Value (ttm)
EV/EBITDA (ttm)
EV/Sales (ttm)
EV/FCF (ttm)
Book to Market Value (ttm)
Operating Income/EV (ttm).
This function supports parallel processing via future.apply
. If your
machine has several cores (most have), you can make the API calls in
parallel. To do so, define a future::plan()
before calling the function.