fundamental-company-data

name

fundamental-company-data

description

Use to look up the exact path or spelling of any Morningstar EARNING REPORT, COMPANY/SECURITY REFERENCE, or COMPANY PROFILE field on a QuantConnect/LEAN `Fundamental` object — everything under `f.EarningReports.*` (EPS, DPS, report/file dates, shares), `f.CompanyReference.*` (country, exchange, industry template), `f.SecurityReference.*` (security type, primary share, listing status, IPO date), and `f.CompanyProfile.*`. Triggers — "path to file date of the earning report / basic EPS / primary exchange / share class / is primary share / IPO date". For other field families start at the equity-fundamental-data skill.

Company data fields — Fundamental data points

Full path from the snapshot f with the field's description — copy the path rather than guessing from English names; a wrong path wastes a backtest run. The path-reading rules and the index of all field-family skills are in the equity-fundamental-data skill.

Reading the paths

• A path ending in .[value 1M 2M 3M 6M 9M 12M] is a MultiPeriodField — append one period accessor to read the number. .Value is the most recent reported period; the 1M–12M tokens are .OneMonth .TwoMonths .ThreeMonths .SixMonths .NineMonths .TwelveMonths respectively (trailing-twelve-month at 12M). e.g. f.FinancialStatements.IncomeStatement.NetIncome.TwelveMonths. Forgetting the accessor is silent — the wrapper compares as truthy and numeric inequalities give nonsense.
• A path with no bracket is read directly. e.g. f.ValuationRatios.PERatio.
• The integer *_code fields under asset_classification compare against the named constants in the fundamental-classification skill.

Data points

Data point	Description
f.CompanyReference.CompanyId	10-digit unique and unchanging Morningstar identifier assigned to every company.
f.CompanyReference.ShortName	25-character max abbreviated name of the firm. In most cases, the short name will simply be the Legal Name less the "Corporation", "Corp.", "Inc.", "Incorporated", etc...
f.CompanyReference.StandardName	The English translation of the foreign legal name if/when applicable.
f.CompanyReference.LegalName	The full name of the registrant as specified in its charter, and most often found on the front cover of the 10K/10Q/20F filing.
f.CompanyReference.CountryId	3 Character ISO code of the country where the firm is domiciled. See separate reference document for Country Mappings.
f.CompanyReference.CIK	The Central Index Key; a corporate identifier assigned by the Securities and Exchange Commission (SEC).
f.CompanyReference.CompanyStatus	At the Company level; each company is assigned to 1 of 3 possible status classifications; (U) Public, (V) Private, or (O) Obsolete: - Public-Firm is operating and currently has at least one common share class that is currently trading on a public exchange. - Private-Firm is operating but does not have any common share classes currently trading on a public exchange. - Obsolete-Firm is no longer operating because it closed its business, or was acquired.
f.CompanyReference.FiscalYearEnd	The Month of the company's latest fiscal year.
f.CompanyReference.IndustryTemplateCode	This indicator will denote which one of the six industry data collection templates applies to the company. Each industry data collection template includes data elements that are commonly reported by companies in that industry. N=Normal (Manufacturing), M=Mining, U=Utility, T=Transportation, B=Bank, I=Insurance
f.CompanyReference.PrimaryShareClassID	The 10-digit unique and unchanging Morningstar identifier assigned to the Primary Share class of a company. The primary share of a company is defined as the first share that was traded publicly and is still actively trading. If this share is no longer trading, the primary share will be the share with the highest volume.
f.CompanyReference.PrimarySymbol