equity-fundamental-data

name

equity-fundamental-data

description

START HERE to look up the exact path or spelling of any Morningstar fundamental data point on a QuantConnect/LEAN `Fundamental` object `f`. This skill holds the path-reading rules, the top-level and filing-metadata fields (market cap, `period_ending_date`, `file_date`, ...), and the index of the six field-family skills that hold the full tables — fundamental-income-statement, fundamental-balance-sheet, fundamental-cash-flow-statement, fundamental-ratios, fundamental-company-data, fundamental-classification. Triggers — a missing-attribute / compile error on a Fundamental property path; questions like "what's the path to net income / operating cash flow / shares outstanding / PE ratio / sector code". Skip when — you need how to build or screen a universe (see the fundamental-universes skill).

Fundamental data-point attributes — QuantConnect / LEAN

Morningstar data points are read as a full path from the snapshot f — copy the path you need rather than guessing from English names; a wrong path wastes a backtest run. Get f from an pyadd_universe(...)csAddUniverse(...) selection callback (each element is a Fundamental), from pyself.securities["SPY"].fundamentalscsSecurities["SPY"].Fundamentals, or from a history request. The field tables are split across skills by family: THIS skill carries the top-level and filing-metadata fields plus the index below — load the family skill that holds your field's table.

Where every field lives — load the matching skill

Field family	Load this skill	Contents
pyf.financial_statements.income_statement.*csf.FinancialStatements.IncomeStatement.*	fundamental-income-statement	revenue, cost/expense lines, operating & net income, EBIT/EBITDA, interest, tax, dividends paid