DATASET · fundamental

标准化 XBRL 财务指标

fundamental.xbrl_metric_normalized

财务与估值

这是财务报表、估值与分析师预期中的“标准化 XBRL 财务指标”数据集；一行由 entity_id、metric、period_end、fiscal_period 定位，主要字段包括 accession_no、ticker、market、instrument_id、statement_type。

下载本类 JSON 下载完整 JSON.gz 先获取 Key

字段36

关键字段6

更新口径weekly

时间列filing_date

单页上限5000

分页Cursor

PIT不支持

规模1M-9M

WHAT IT ANSWERS

这张表适合回答什么

比较公司财务与分析师预期
构建基本面筛选和历史回测输入

GRAIN & TIME

一行代表什么

业务粒度: 每行代表“标准化 XBRL 财务指标”的一条记录；逻辑粒度由 entity_id × metric × period_end 共同确定。
时间口径: 以 filing_date 为主要查询时间轴；除下方限制特别说明外，时间戳按 UTC、日期按来源市场日历解释。
更新节奏: 通常每周随上游披露或批处理更新；不是实时数据。

KEY FIELDS

先看这些字段

entity_id: 用于识别 entity 的业务标识。
metric: 长表中的机器可读指标名。
period_end: 用于确定该表业务粒度或默认顺序的 period end 字段。
fiscal_period: 用于确定该表业务粒度或默认顺序的 fiscal period 字段。
accession_no: SEC 对单次申报分配的唯一 accession number。
source_fact_record_id: 用于识别 source fact record 的业务标识。

RECOMMENDED JOINS

怎样和其他表关联

ref.instrumenton instrument_id

用 instrument_id 补充证券代码、名称、市场、交易所和资产类型。

HOW TO QUERY SAFELY

查询方法与已知限制

先用 catalog 确认当前契约；可按 catalog 中列出的 filters 进一步缩小范围；单页最多 5000 行，响应有 has_more 时原样传回 next_cursor 继续分页。

返回范围仍受 Friends 权限、单页上限和 catalog 中的筛选契约约束。

MACHINE CONTRACT

筛选、排序与分页

UNVERSIONED

默认排序: entity_id, metric, period_end, fiscal_period, accession_no, source_fact_record_id
唯一键: entity_id, metric, period_end, fiscal_period, accession_no, source_fact_record_id
读取模式: canonical_final_active
最大时间窗: 未单独限制

可用 filters

accession_no→ accession_no · string

fiscal_year→ fiscal_year · integer

instrument_id→ instrument_id · integer

market→ market · string

metric→ metric · string

period_type→ period_type · string

provider→ provider · string

source→ source · string

ticker→ ticker · string

POINT IN TIME

可复现读取

NOT AVAILABLE

该资产没有 PIT 契约。普通 rows 端点仍按当前公开读模式返回数据；不要把它表述成历史时点快照。

COPY-READY CALLS

怎么调用

同一数据集可用 HTTP、Python SDK、CLI 或 MCP；Key 始终只通过环境变量/Bearer Header 传递。

READ ONLY

HTTP

curl --fail-with-body -H "Authorization: Bearer $FRIENDS_DATA_API_KEY" "https://api.alphahubs.uk/api/v1/data/datasets/fundamental/xbrl_metric_normalized/rows?limit=100&instrument_id=1"

PYTHON SDK

from friends_data_api import FriendsDataClient, Settings

async with FriendsDataClient(Settings.from_env()) as client:
    page = await client.get_dataset_rows('fundamental', 'xbrl_metric_normalized', limit=100, filters={'instrument_id': 1})
    print(page.data)
    if page.has_more:
        print("next cursor:", page.next_cursor)

CLI

friends-data get-dataset-rows fundamental xbrl_metric_normalized --limit 100 --filter instrument_id=1

MCP TOOL CALL

{
  "arguments": {
    "dataset": "xbrl_metric_normalized",
    "filters": {
      "instrument_id": 1
    },
    "limit": 100,
    "namespace": "fundamental"
  },
  "tool": "get_dataset_rows"
}

FIELD DICTIONARY

36 个返回字段

descriptionSource 可在 JSON 中区分仓库注释、标准术语表和名称推导说明。

筛选字段

#	字段	ClickHouse 类型	JSON	可空	角色	说明
1	`entity_id`	`String`	`string`	no	default_order, warehouse_primary_key, contract_unique_key	Identifier for entity.名称推导
2	`accession_no`	`String`	`string`	no	filter, default_order, warehouse_primary_key, contract_unique_key	SEC accession number identifying one filing submission.标准术语表
3	`ticker`	`String`	`string`	no	filter	Ticker symbol reported by the source or mapped security master.标准术语表
4	`market`	`LowCardinality(String)`	`string`	no	filter	Canonical market or country-market code.标准术语表
5	`instrument_id`	`Nullable(UInt64)`	`integer`	yes	filter	WarrenHub canonical instrument identifier; use it for cross-dataset joins.标准术语表
6	`metric`	`LowCardinality(String)`	`string`	no	filter, default_order, warehouse_primary_key, contract_unique_key	Machine-readable metric name.标准术语表
7	`statement_type`	`LowCardinality(String)`	`string`	no	value	Source-normalized field: statement type.名称推导
8	`taxonomy`	`LowCardinality(String)`	`string`	no	value	Source-normalized field: taxonomy.名称推导
9	`source_concept`	`String`	`string`	no	value	Source-normalized field: source concept.名称推导
10	`concept_priority`	`UInt16`	`integer`	no	value	Source-normalized field: concept priority.名称推导
11	`period_start`	`Nullable(Date)`	`string / date`	yes	value	Source-normalized field: period start.名称推导
12	`period_end`	`Date`	`string / date`	no	default_order, warehouse_primary_key, contract_unique_key	Source-normalized field: period end.名称推导
13	`filing_date`date	`Nullable(Date)`	`string / date`	yes	time	Date on which the filing was submitted or published.标准术语表
14	`fiscal_year`	`Nullable(Int32)`	`integer`	yes	filter	Source-normalized field: fiscal year.名称推导
15	`fiscal_period`	`LowCardinality(String)`	`string`	no	default_order, warehouse_primary_key, contract_unique_key	Source-normalized field: fiscal period.名称推导
16	`period_type`	`LowCardinality(String)`	`string`	no	filter	Reporting-period classification such as annual or quarterly.标准术语表
17	`unit`	`LowCardinality(String)`	`string`	no	value	Unit attached to the numeric observation.标准术语表
18	`normalized_unit`	`LowCardinality(String)`	`string`	no	value	Source-normalized field: normalized unit.名称推导
19	`value`	`Nullable(Float64)`	`number`	yes	value	Numeric or source-normalized value for the metric.标准术语表
20	`metric_value`	`Nullable(Float64)`	`number`	yes	value	Source-normalized field: metric value.名称推导
21	`quality_status`	`LowCardinality(String)`	`string`	no	provenance	Machine-readable data-quality classification.标准术语表
22	`quality_reason`	`String`	`string`	no	value	Source-normalized field: quality reason.名称推导
23	`source_fact_record_id`	`String`	`string`	no	default_order, warehouse_primary_key, contract_unique_key	Identifier for source fact record.名称推导
24	`source`	`LowCardinality(String)`	`string`	no	filter, provenance	Normalized upstream source identifier.标准术语表
25	`provider`	`LowCardinality(String)`	`string`	no	filter, provenance	Upstream data provider identifier.标准术语表
26	`source_url`	`String`	`string`	no	provenance	URL of the upstream evidence or record when distributable.标准术语表
27	`source_record_id`	`String`	`string`	no	provenance	Provider-side identifier for the source record.标准术语表
28	`raw_payload_hash`	`String`	`string`	no	provenance	Opaque fingerprint of the normalized source payload for provenance checks.标准术语表
29	`parser_version`	`LowCardinality(String)`	`string`	no	provenance	Version of the parser or normalizer that produced the row.标准术语表
30	`license_scope`	`LowCardinality(String)`	`string`	no	provenance	License or redistribution scope attached to the row.标准术语表
31	`visibility_tier`	`LowCardinality(String)`	`string`	no	provenance	Serving visibility tier attached to the row.标准术语表
32	`ingest_run_id`	`String`	`string`	no	provenance	Identifier of the ingestion run that produced the row.标准术语表
33	`version`	`UInt64`	`integer`	no	provenance	Monotonic row version used for correction-aware reads.标准术语表
34	`is_deleted`	`UInt8`	`integer`	no	value	Soft-delete marker; public serving excludes current tombstones.标准术语表
35	`created_at`UTC_datetime	`DateTime64(3, 'UTC')`	`string / date-time`	no	value	UTC timestamp when the warehouse row was first created.标准术语表
36	`updated_at`UTC_datetime	`DateTime64(3, 'UTC')`	`string / date-time`	no	value	UTC timestamp when the warehouse row was last updated.标准术语表

字典口径

结构来自 Friends 只读身份可见的真实 serving relation；权限、过滤、排序、PIT 与分页来自可执行 DatasetSpec。Schema observed at 2026-10-06T18:08:52Z。