Fundamentals and Fund Data

⚠️ Generated file — do not edit. Regenerate with python tools/webull-docgen/docgen.py <target> (reference, master, reconciliation or all).

Company fundamentals, analyst data, financial statements and fund data under the Non-Display Solution.

<- Webull API Reference

Company Profile

GET /market-data/fundamentals/company-profiles/get

Retrieves company profile information.

SDK	data.GetCompanyProfile
Reference	get-company-profile.md
Note	US only in practice.

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Possible values: US_STOCK. — one of: US_STOCK

Response 200

Field	Type	Required	Description
symbol	string		Security symbol
category	string		Security type
company_name	string		Company name
establish_date	string		Date of incorporation
exhibition_code	string		The current market where the target is located
profile	string		Company profile
employees	string		Number of employees
address	string		Headquarters address
ceo	string		Company CEO
industries	array		Company industries

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Analyst Target Price

GET /market-data/fundamentals/analysis/target-prices/get

Retrieves analyst target price data.

SDK	data.GetAnalystTargetPrice
Reference	get-analyst-target-price.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Possible values: US_STOCK. — one of: US_STOCK

Response 200

Field	Type	Required	Description
symbol	string		Security symbol
category	string		Security type
mean	string		Average target price
low	string		Lowest target price
high	string		Highest target price
median	string		Median price
currency	string		Currency
effective_start_date	string		Effective start date

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Analyst Rating

GET /market-data/fundamentals/analysis/ratings/get

Retrieves analyst rating data.

SDK	data.GetAnalystRating
Reference	get-analyst-rating.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Possible values: US_STOCK. — one of: US_STOCK

Response 200

Field	Type	Required	Description
symbol	string		Security symbol
category	string		Security type
number	string		Total number of analysts
under_perform	string		Under perform count
buy	string		Buy count
sell	string		Sell count
strong_buy	string		Strong buy count
hold	string		Hold (neutral) count
effective_start_date	string		Effective start date

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Capital Flow

GET /market-data/fundamentals/capital-flows/get

Retrieves stock capital flow data.

SDK	data.GetCapitalFlow
Reference	capital-flow.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol. Only single symbol supported.
category	query	string	yes	Security type. Supports US_STOCK, HK_STOCK, CN_STOCK. — one of: US_STOCK, HK_STOCK, CN_STOCK
count	query	string		Number of records to return, range 1~5, default 5. Fetches the most recent N trading days' capital flow in reverse chronological order, response sorted in ascending order.

Response 200

Field	Type	Required	Description
date	string		Date YYYYMMDD
large_in	string		Large inflow amount, in the base currency of the market (e.g., CNY, USD)
large_out	string		Large outflow amount
medium_in	string		Medium inflow amount
medium_out	string		Medium outflow amount
small_in	string		Small inflow amount
small_out	string		Small outflow amount

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Industry Comparison

GET /market-data/fundamentals/industry-comparisons/get

Retrieves stock industry comparison data.

SDK	data.GetIndustryComparison
Reference	industry-comparison.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol. Only single symbol supported.
category	query	string	yes	Security type. Supports US_STOCK, HK_STOCK, CN_STOCK. — one of: US_STOCK, HK_STOCK, CN_STOCK
sort_by	query	string		Sort by financial metric, default EPS_TTM.

Response 200

Field	Type	Required	Description
fiscal_year	integer		Fiscal year
fiscal_period	integer		Fiscal period (quarter)
industry_name	string		Industry name
type	string		Financial metric type
data	array		Comparison data list

Nested — data:

Field	Type	Required	Description
symbol	string		Security symbol
name	string		Security name
rank	integer		Rank
value	string		Metric value

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Earnings Calendar

GET /market-data/fundamentals/earnings-calendars/list

Retrieves stock earnings calendar data.

SDK	data.GetEarningsCalendar
Reference	earnings-calendar.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol. Only single symbol supported.
category	query	string	yes	Security type. Supports US_STOCK, HK_STOCK, CN_STOCK. — one of: US_STOCK, HK_STOCK, CN_STOCK

Response 200

Array of objects:

Field	Type	Required	Description
fiscal_year	integer		Fiscal year
fiscal_period	integer		Fiscal period (quarter)
currency	string		Currency
expected_publish_date	string		Expected publish date, format YYYY-MM-DD
eps_actual	string		Actual EPS
eps_est	string		Estimated EPS
rev_actual	string		Actual revenue
rev_est	string		Estimated revenue

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Dividend Calendar

GET /market-data/fundamentals/dividend-calendars/list

Retrieves stock dividend calendar data.

SDK	data.GetDividendCalendar
Reference	dividend-calendar.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol. Only single symbol supported.
category	query	string	yes	Security type. Supports US_STOCK, HK_STOCK, CN_STOCK. — one of: US_STOCK, HK_STOCK, CN_STOCK

Response 200

Array of objects:

Field	Type	Required	Description
symbol	string		Symbol
market	string		Market, e.g. US, HK, CN
currency	string		Currency
amount	string		Dividend amount per share
div_type	string		Dividend type — one of: CASH_DIVIDEND, STOCK_DIVIDEND, SCRIP_DIVIDEND, RETURN_OF_CAPITAL, INTEREST_PRINCIPAL_PAYMENT, DIVIDEND_REINVESTMENT, TRUST_INCOME_DISTRIBUTION
declare_date	string		Declare date, format YYYY-MM-DD
ex_div_date	string		Ex-dividend date, format YYYY-MM-DD
record_date	string		Record date, format YYYY-MM-DD
pay_date	string		Pay date, format YYYY-MM-DD

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Filings

GET /market-data/fundamentals/filings/list

Retrieves stock filings data.

SDK	data.GetFilings
Reference	filings.md
Note	US/SEC only.

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol. Only single symbol supported.
category	query	string	yes	Security type. Only US_STOCK is supported currently. — one of: US_STOCK

Response 200

Field	Type	Required	Description
symbol	string		Security symbol
category	string		Security type
filings	array		Filings list

Nested — filings:

Field	Type	Required	Description
title	string		Filing title
url	string		Filing URL
publish_date	string		Publish date, format YYYY-MM-DD

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Income Statement

GET /market-data/fundamentals/income-statements/get

Retrieves financial income statement data.

SDK	data.GetIncomeStatement
Reference	financial-income.md
Note	Returns map[string]any per period.

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK
type	query	string		Financial type: ANNUAL or QUARTERLY.
count	query	string		The number of each query, default value is 5, maximum value is 20.

Response 200

Array of objects:

Field	Type	Required	Description
fiscal_year	integer		Fiscal year
fiscal_period	integer		Fiscal period (0=FY, 1=Q1, 2=Q2, 3=Q3, 4=Q4)
end_date	string		Report end date
currency	string		Currency
publish_date	string		Publish date
total_revenue	string		Total revenue
revenue	string		Revenue
cost_of_revenue	string		Total cost of revenue
gross_profit	string		Gross profit
opex	string		Operating expenses
sga_exp	string		Selling, general and administrative expenses
rnd_exp	string		Research and development expenses
op_income	string		Operating income
other_net_income	string		Other net income
ebt	string		Net income before tax
income_tax	string		Income tax
eat	string		Net income after tax
ni_pre_extra	string		Net income before extraordinary items
extra_items	string		Total extraordinary items
net_income	string		Net income
ni_common_excl_extra	string		Income available to common shareholders excluding extraordinary items
ni_common_incl_extra	string		Income available to common shareholders including extraordinary items
diluted_ni	string		Diluted net income
diluted_avg_shares	string		Diluted weighted average shares
diluted_eps_excl_extra	string		Diluted EPS excluding extraordinary items
diluted_eps_incl_extra	string		Diluted EPS including extraordinary items
dps	string		Dividends per share
diluted_norm_eps	string		Diluted normalized EPS
op_profit	string		Operating profit
eat_alt	string		Earnings after tax
ebt_alt	string		Earnings before tax
unusual_expense_income	string		Non-recurring expenses (income)
inter_inc_expse_net_non_oper	string		Net interest expense (income), non-operating
gain_loss_on_sale_of_assets	string		Gain (Loss) from Asset Sale
minority_interest	string		Minority shareholders' equity

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Balance Sheet

GET /market-data/fundamentals/balance-sheets/get

Retrieves financial balance sheet data.

SDK	data.GetBalanceSheet
Reference	financial-balancesheet.md
Note	Returns map[string]any per period.

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK
type	query	string		Financial type: ANNUAL or QUARTERLY.
count	query	string		The number of each query, default value is 5, maximum value is 20.

Response 200

Array of objects:

Field	Type	Required	Description
fiscal_year	integer		Fiscal year
fiscal_period	integer		Fiscal period (0=FY, 1=Q1, 2=Q2, 3=Q3, 4=Q4)
end_date	string		Report end date
currency	string		Currency
publish_date	string		Publish date
total_assets	string		Total assets
total_cur_assets	string		Total current assets
cash_st_invest	string		Cash and short-term investments
cash	string		Cash
cash_equiv	string		Cash equivalents
st_invest	string		Short-term investments
total_recv_net	string		Total receivables (net)
ar_trade_net	string		Trade receivables (net)
total_inv	string		Total inventory
other_cur_assets	string		Other current assets
total_non_cur_assets	string		Total non-current assets
ppe_net	string		Property, plant and equipment (net)
ppe_gross	string		Property, plant and equipment (gross)
acc_depre	string		Accumulated depreciation
lt_invest	string		Long-term investments
other_lt_assets	string		Other long-term assets
total_liab	string		Total liabilities
total_cur_liab	string		Total current liabilities
ap	string		Accounts payable
notes_st_debt	string		Short-term debt
cur_lt_debt_lease	string		Current portion of long-term debt
other_cur_liab	string		Other current liabilities
total_non_cur_liab	string		Total non-current liabilities
total_lt_debt	string		Total long-term debt
lt_debt	string		Long-term debt
total_debt	string		Total debt
other_liab	string		Other liabilities
total_equity	string		Total equity
total_sh_equity	string		Total shareholders' equity
common_stock	string		Common stock
apic	string		Additional paid-in capital
retained_earnings	string		Retained earnings
other_equity	string		Other equity
total_liab_sh_equity	string		Total liabilities and shareholders' equity
common_shares_out	string		Total common shares outstanding
prepaid_expenses	string		Advance payment for expenses
accrued_expenses	string		Accrued expenses
goodwill_net	string		Net goodwill value
intangibles_net	string		Net value of intangible assets
note_rece_long_term	string		Long-term receivable bills
capital_lease_obligations	string		Long-term debt in capital lease transactions
minority_interest	string		Minority shareholders' equity
non_redeemable_preferred_stock	string		Non-redeemable preferred stocks in total

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Cash Flow

GET /market-data/fundamentals/cash-flows/get

Retrieves financial cash flow statement data.

SDK	data.GetCashFlow
Reference	financial-cashflow.md
Note	Returns map[string]any per period.

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK
type	query	string		Financial type: ANNUAL or QUARTERLY.
count	query	string		The number of each query, default value is 5, maximum value is 20.

Response 200

Array of objects:

Field	Type	Required	Description
fiscal_year	integer		Fiscal year
fiscal_period	integer		Fiscal period (0=FY, 1=Q1, 2=Q2, 3=Q3, 4=Q4)
end_date	string		Report end date
currency	string		Currency
publish_date	string		Publish date
cfo	string		Cash from operating activities
net_income	string		Net income
dna	string		Depreciation and amortization
deferred_tax	string		Deferred taxes
non_cash_items	string		Non-cash items
wc_change	string		Changes in working capital
cfi	string		Cash from investing activities
capex	string		Capital expenditures
other_cfi_items	string		Other investing cash flow items
cff	string		Cash from financing activities
cff_items	string		Financing cash flow items
net_stock_iss_ret	string		Net issuance or repurchase of stock
net_debt_iss_ret	string		Net issuance or repayment of debt
fx_effects	string		Foreign exchange effects on cash
net_change_cash	string		Net change in cash
interest_paid	string		Cash interest paid
taxes_paid	string		Cash taxes paid

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Financial Indicators

GET /market-data/fundamentals/indicators/get

Retrieves financial indicators data.

SDK	data.GetFinancialIndicators
Reference	financial-indicators.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK
type	query	string		Financial type: ANNUAL or QUARTERLY.
count	query	string		The number of each query, default value is 5, maximum value is 20.

Response 200

Field	Type	Required	Description
currency	string		Currency
values	object		Financial report factors. Keys: roa (Return on Total Assets), roe (Return on Net Assets), diluted_eps_incl_extra (Earnings per share), net_margin (Net profit margin), debt_to_assets (Debt ratio), naps (Per-share net asset value), ocf_ps (Per-share cash flow), cap_surplus_ps (Per-share reserve fund)

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Financial Alert

GET /market-data/fundamentals/financial-alerts/get

Retrieves financial alert data.

SDK	data.GetFinancialAlert
Reference	financial-alert.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK

Response 200

Field	Type	Required	Description
start_date	string		Earliest possible date for financial report release
end_date	string		Latest possible date for financial report release
fiscal_year	integer		Fiscal year
fiscal_period	integer		Fiscal quarter (1=Q1, 2=Q2, 3=Q3, 4=Q4, 5=Pre-release)
currency	string		Currency
eps_est	string		Current period projected earnings per share
eps_ly	string		Earnings per share for the same period last year
rev_est	string		Current period projected revenue
rev_ly	string		Revenue for the corresponding period of the previous year

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Forecast EPS

GET /market-data/fundamentals/forecast-eps/get

Retrieves stock forecast EPS data.

SDK	data.GetForecastEPS
Reference	forecast-eps.md
Note	Most recent 5 quarters.

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol. Only single symbol supported.
category	query	string	yes	Security type. Supports US_STOCK, HK_STOCK, CN_STOCK. — one of: US_STOCK, HK_STOCK, CN_STOCK

Response 200

Array of objects:

Field	Type	Required	Description
fiscal_year	integer		Fiscal year
fiscal_period	integer		Fiscal period (quarter)
actual	string		Actual EPS
est	string		Estimated EPS
reported	boolean		Whether the earnings have been reported

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Fund Brief

GET /market-data/fundamentals/fund-brief/get

Retrieves fund brief information.

SDK	data.GetFundInfo
Reference	fund-brief.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK

Response 200

Field	Type	Required	Description
name	string		Fund Name
launch_date	string		Inception Date
benchmark	string		Benchmark
investment_objective	string		Investment Objective
aum	string		Assets
issuer	string		Advisor Company
custodian	string		Custodian
managers	array		Details of the Fund Manager

Nested — managers:

Field	Type	Required	Description
name	string		Name
start_date	string		Start date of employment
end_date	string		End date of employment
is_incumbent	integer		Is incumbent (1=yes)
tenure_return	string		Term-based returns
title	string		Fund Manager Position
tenure_years	string		Period of Service
tenure_days	integer		Term days

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Fund Performance

GET /market-data/fundamentals/fund-performances/get

Retrieves fund performance data.

SDK	data.GetFundPerformance
Reference	fund-performance.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK

Response 200

Field	Type	Required	Description
currency	string		Currency
end_date	string		End Date
return_1m	string		One Month return
return_3m	string		Three Month return
return_6m	string		Six Month return
return_1y	string		One Year return
return_3y	string		Three Year return
return_5y	string		Five Year return
return_10y	string		Ten Year return
return_si	string		Since its establishment

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Fund Net Value

GET /market-data/fundamentals/fund-net-values/get

Retrieves fund net value data.

SDK	data.GetFundNav
Reference	fund-net-value.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK
last_date	query	string		Last Query Date.
count	query	string		The number of each query, default value is 5, maximum value is 20.

Response 200

Array of objects:

Field	Type	Required	Description
date	string		Net Date
currency	string		Currency
net_value	string		Net Value

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Fund Holdings

GET /market-data/fundamentals/fund-holdings/get

Retrieves fund holdings data.

SDK	data.GetFundHoldings
Reference	fund-holdings.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK

Response 200

Array of objects:

Field	Type	Required	Description
target_symbol	string		Target Symbol
stock_name	string		Security Name
share_held_pct	string		Share Held Pct
share_held_chg_pct	string		Share Held Chg Pct
maturity_date	string		Maturity date of securities held
update_time	string		Update Time

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Fund Dividends

GET /market-data/fundamentals/fund-dividends/get

• Function description: Get fund dividend history. • Frequency limit: Rate limit 60 requests every 60 seconds

SDK	data.GetFundDividends
Reference	fund-dividends.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK
pagination_key	query	string		Pagination key from previous response for next page

Response 200

Field	Type	Required	Description
data	array		List of fund dividend records
pagination_key	string		Pagination key for next page. If absent, indicates this is the last page.

Nested — data:

Field	Type	Required	Description
share_date	string		Ex-Date
publish_date	string		Declaration Date
pay_date	string		Pay Date
record_date	string		Record Date
dps	string		Dividend Per Share

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Fund Rating

GET /market-data/fundamentals/fund-ratings/get

Retrieves fund rating data.

SDK	data.GetFundRating
Reference	fund-rating.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK

Response 200

Array of objects:

Field	Type	Required	Description
rating_date	string		Rating Date
rating_agency	string		Name of the rating agency
rating_cycle	string		Rating cycle. 0:Since establishment, 3:3 years, 5:5 years, 10:10 years
rating_results	integer		Overall rating, 1:Low, 2:Below Average, 3:Average, 4:Above Average, 5:High

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Fund Splits

GET /market-data/fundamentals/fund-splits/get

Retrieves fund splits data.

SDK	data.GetFundSplits
Reference	fund-splits.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK

Response 200

Array of objects:

Field	Type	Required	Description
split_date	string		Split date
split_type	string		Split type, e.g. MERGE, SPLIT
split_ratio	string		Split ratio
from	number		Split From
to	number		Split To

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Fund Files

GET /market-data/fundamentals/fund-files/get

Retrieves fund files data.

SDK	data.GetFundFiles
Reference	fund-files.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK

Response 200

Array of objects:

Field	Type	Required	Description
publish_date	string		Publish Date
url	string		Url
type	integer		Fund document type, e.g, 1:Prospectus, 4:Annual Report, 5:Semi-Annual Report, 14:Quarterly Report, 17:Prospectus Summary, 37:Announcement, 51:Rulebook/Statutes, 52:Factsheet, 57:Rulebook Summary, 58:Custodian Agreement, 74:Investor Information Document, 76:Key Fact Statement, 77:Product Highlight Sheet, 112:Share Sale Announcement
file_name	string		File Name

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.

Fund Allocation

GET /market-data/fundamentals/fund-allocations/get

Retrieves fund allocation data.

SDK	data.GetFundAllocation
Reference	fund-allocation.md

Request — parameters

Name	In	Type	Required	Description
symbol	query	string	yes	Security symbol.
category	query	string	yes	Security type. Currently only US_STOCK is supported. — one of: US_STOCK

Response 200

Array of objects:

Field	Type	Required	Description
date	string		End Date
aum	string		Total Assets
cash	object		Fund Asset
bond	object		Fund Asset
stock	object		Fund Asset
preferred	object		Fund Asset
convertible	object		Fund Asset
other	object		Fund Asset

Nested — cash:

Field	Type	Required	Description
value	string		Assets
ratio	string		Ratio

Nested — bond:

Field	Type	Required	Description
value	string		Assets
ratio	string		Ratio

Nested — stock:

Field	Type	Required	Description
value	string		Assets
ratio	string		Ratio

Nested — preferred:

Field	Type	Required	Description
value	string		Assets
ratio	string		Ratio

Nested — convertible:

Field	Type	Required	Description
value	string		Assets
ratio	string		Ratio

Nested — other:

Field	Type	Required	Description
value	string		Assets
ratio	string		Ratio

Errors — 401 unauthorized, 417 business error, 500 server error. See Errors.