Data model

Arche organizes public-company fundamentals into a hierarchy that supports both current-state and point-in-time retrieval.

Hierarchy

Company -> Filing -> Statement -> Facts

Company

Represents a public issuer, keyed by cik. Two routes return a company and they return different fields, so pick by what you need rather than by name.

/v1/edgar/companies:resolve answers identity only — which CIK a ticker meant on a date:

• cik
• ticker
• exchange
• as_of

/v1/edgar/companies/{cik} is the profile, and is where the descriptive fields live:

• cik
• entity_name
• tickers — an array, because an issuer can carry several
• exchanges — an array, for the same reason: each exchange the issuer's current tickers list on, once
• sic, sic_description
• state_of_incorporation
• fiscal_year_end — MMDD, the filer's own annual close
• last_updated_at, source

There is no entity_name on the resolve route and no singular ticker on the profile. Resolve first, then fetch the profile if you need the name.

An exchange is named by its ISO 10383 market identifier code (MIC): XNAS for Nasdaq, XNYS for the New York Stock Exchange, XASE for NYSE American, ARCX for NYSE Arca, XCHI for NYSE Texas, BATS for Cboe BZX and OTCM for over-the-counter. A security listed on more than one exchange resolves to the one it listed on first. exchange is null when neither the company's filings nor EDGAR name one.

Filing

Represents an SEC filing such as:

• 10-K
• 10-Q
• 8-K

Key fields:

• accession_id
• form_type
• accepted_at

Statement

Normalized financial statement extracted from a filing.

Examples:

• income statement
• balance sheet
• cash flow statement

It holds the figures one filing reported for one period, and each filing appears once.

Key fields:

• cik, statement_type, fiscal_year, fiscal_period and accession_id, which together identify it
• accepted_at
• is_restated
• accounting_standard

A later filing that restates the same period is a separate statement with its own accession_id; the earlier one is not changed.

Accounting standard

accounting_standard reports the standard a filing was prepared under, derived from the taxonomy the filer actually tagged. It is US_GAAP for domestic filers and IFRS for foreign private issuers filing on 20-F or 40-F, which tag ifrs-full concepts.

Judge it per filing rather than per company. A filer can change standard, so a company's history can contain both, and comparing a company's lifetime against a single standard will misreport it.

Fiscal identity

A statement's fiscal_year and fiscal_period follow the filer's own annual close and its own name for the year, not the calendar. A company whose fiscal year ends in September reports a September period as FY; a retailer whose year closes on 1 February 2025 and calls it fiscal 2024 is served as fiscal_year=2024.

Rows sharing one fiscal identity can carry different period ends, because a quarter is sometimes labelled FY. Keep statement_date alongside the fiscal identity when a specific period end matters.

Currency

A statement's values are always in the currency the filing reports in, named by currency, with each value's unit under units. A foreign private issuer filing in euros is served in euros.

Pass include_usd=true to also receive the money values in US dollars. Five routes accept it:

• /v1/edgar/companies/{cik}/statements
• /v1/edgar/companies/{cik}/filings/{accession_id}/statements
• /v1/edgar/as-of/{date}/financials/{cik}
• /v1/edgar/as-of/{date}/financials/{cik}/page
• /v1/fundamentals/normalized-statements

Each statement then carries a usd object beside values, which do not change:

• values: each money value in US dollars, keyed by the same metric code. A share count has no entry.
• usd_per_unit: US dollars per unit of the filing's currency.
• rate_basis: PERIOD_AVERAGE for an income or cash-flow statement, the mean of the daily rates from rate_start to rate_end; PERIOD_END for a balance sheet, the rate on rate_end, the last on or before the balance date; AS_FILED for a statement filed in US dollars.
• rate_start, rate_end: the dates of the rates used.
• source: Federal Reserve Board H.10, the Board's daily exchange rates.

With detail=true, each money fact also carries its own usd with the same fields.

Eni's FY2025 income statement, filed in euros, with include_usd=true:

{
  "currency": "EUR",
  "values": {
    "REVENUE": "82151000000",
    "NET_INCOME": "2608000000",
    "DILUTED_EPS": "0.78"
  },
  "usd": {
    "values": {
      "REVENUE": "92881695061.60",
      "NET_INCOME": "2948661132.80",
      "DILUTED_EPS": "0.88"
    },
    "usd_per_unit": "1.1306216",
    "rate_basis": "PERIOD_AVERAGE",
    "rate_start": "2025-01-02",
    "rate_end": "2025-12-31",
    "source": "Federal Reserve Board H.10"
  }
}

usd is absent when no rate covers the statement's period. H.10 publishes rates for 22 currencies: AUD, BRL, CAD, CHF, CNY, DKK, EUR, GBP, HKD, INR, JPY, KRW, LKR, MXN, MYR, NOK, NZD, SEK, SGD, THB, TWD and ZAR. A statement in any other currency is served as filed only.

An as-of request converts with only the rates published by its date. The Board publishes each week's daily rates the following Monday, or Tuesday after a Monday holiday, so a rate counts from the Tuesday after its week. A conversion as of a date never uses a rate that was not yet public on that date.