Get all financial statements for a ticker

Retrieves all three main financial statements (income statement, balance sheet, and cash flow statement) from Yahoo Finance for a specified ticker symbol in a single call. This is a convenience function that calls the individual statement functions and returns the results as a list.

Usage

get_financials(
  ticker,
  freq = "annual",
  start = NULL,
  end = NULL,
  cashflow_keys = NULL,
  balance_keys = NULL,
  income_keys = NULL,
  pretty = TRUE,
  wide = TRUE,
  proxy = NULL,
  output = c("tibble", "response", "request")
)

Arguments

ticker

A ticker object created with get_tickers() or a ticker symbol string

freq

Frequency of data: "annual" or "quarterly" (default "annual")

start

Start timestamp as date, datetime, or string (default EOY 2016)

end

End timestamp as date, datetime, or string (default current timestamp)

cashflow_keys

Vector of specific cash flow statement keys to include (default all) See valid_cashflow_keys for available options.

balance_keys

Vector of specific balance sheet keys to include (default all) See valid_balance_keys for available options.

income_keys

Vector of specific income statement keys to include (default all) See valid_income_keys for available options.

pretty

Format column names to be more readable (default TRUE)

wide

Return data in wide format with dates as columns (default TRUE). If FALSE, returns data in long format with a date column.

proxy

Optional proxy settings for the request

output

Object to return. Can be "tibble", "response", or "request" (default "tibble")

Value

A list containing three elements:

• income_statement: Income statement data

• balance_sheet: Balance sheet data

• cashflow: Cash flow statement data

If output is "request" or "response", returns a list of httr2 request or response objects instead.

Details

Note that this function makes multiple API calls to Yahoo Finance. Be aware of potential rate limiting issues when making frequent requests. If you encounter HTTP 429 (Too Many Requests) errors, consider implementing a delay between requests or using a proxy.

Examples

if (FALSE) { # \dontrun{
apple <- get_tickers("AAPL")

# Get all annual financial statements
financials <- get_financials(apple)

# Access individual statements from the results
income <- financials$income_statement
balance <- financials$balance_sheet
cashflow <- financials$cashflow

# Get all quarterly financial statements
quarterly_financials <- get_financials(apple, freq = "quarterly")

# Get financial statements for a specific time period
financials_2020_2022 <- get_financials(apple,
  start = "2020-01-01",
  end = "2022-12-31"
)
} # }