Description

Returns aggregated statements for each requested key, in the same row shape as listed fundamentals: dollar lines summed in USD across members, margins computed from those totals, and one column per calendar quarter or calendar year. Sectors and industries sum their 25 largest listed members; indices sum the members in the index on each date. Each row also has a coverage entry: how many members reported and what share of the members’ market cap they hold. A period is published only when reporting members hold at least 60% of that market cap. Keys are SECTOR:name, INDUSTRY:name, or INDEX:SPY, INDEX:QQQ, and INDEX:DIA for the S&P 500, Nasdaq-100, and Dow Jones. Names normalize like valuation keys (sector:Consumer Discretionary becomes SECTOR:consumer-discretionary). Sector and industry names follow the current classification (for example SECTOR:consumer-discretionary, SECTOR:consumer-staples, SECTOR:communication, SECTOR:finance, INDUSTRY:software-infrastructure). Earlier sector keys still work: SECTOR:consumer-cyclical, SECTOR:consumer-defensive, SECTOR:communication-services, SECTOR:financial-services, and SECTOR:telecommunications return the current sector. Earlier industry keys work where one successor holds most of the old group. The response lists each one under aliases. With asof, a sector is answered under the name that day used. Retired keys return 404 with a hint. Full table: GET /api/v1/families/us-equities/fundamentals/groups/aliases. An industry with fewer than 5 common stocks is not a peer group: its stocks are listed under the industry Others (INDUSTRY:others), keep their own ratings, and still count in their sector. INDUSTRY:others has no P/E, rating, chart, or statements of its own; it is served with available false and reason others-not-a-group, and the industry keys it replaced resolve to it (named in aliases). Unknown keys and tickers come back null. POST the same path with {"symbols": [...]} for up to 5,000 keys. One key: GET /api/v1/families/us-equities/fundamentals/groups/{key}. Every group of the day: GET /api/v1/families/us-equities/fundamentals/groups/catalog, with optional kind=sector,industry,index. Earlier-classification keys and their successors: GET /api/v1/families/us-equities/fundamentals/groups/aliases. Totals refresh once a day.

Authentication

v1 is client_id plus client_secret on every protected GET. A browser session is not enough. Google sign-in is for the website only — do not send a session cookie to v1.

• HTTP Basic — Authorization: Basic base64(client_id:client_secret)
• Headers — X-Client-Id and X-Client-Secret

Create or rotate credentials on Account. Full notes are on Authentication.

Path parameters

This path has no parameters.

Query parameters

Example request

curl -sS -u "$CLIENT_ID:$CLIENT_SECRET" \
  https://barquant.dev/api/v1/families/us-equities/fundamentals/groups?symbols=SECTOR:technology

Response attributes

Sample response

{
  "family": "us-equities-fundamentals",
  "as_of": "2026-09-12",
  "computed_at": "2026-09-12T04:31:07Z",
  "history_cutoff": "2006-09-12",
  "requested": [
    "SECTOR:technology"
  ],
  "aliases": {},
  "symbols": {
    "SECTOR:technology": {
      "key": "SECTOR:technology",
      "kind": "sector",
      "name": "Technology",
      "as_of": "2026-06-30",
      "available": true,
      "reason": null,
      "currency": "USD",
      "income_statement_quarter": [
        {
          "date": "2026-06-30",
          "symbol": "SECTOR:technology",
          "reportedCurrency": "USD",
          "calendarYear": "2026",
          "period": "Q2",
          "revenue": 812400000000,
          "grossProfit": 452900000000,
          "grossProfitRatio": 0.5575,
          "netIncome": 201300000000,
          "netIncomeRatio": 0.2478
        }
      ],
      "coverage": {
        "income_statement_quarter": [
          {
            "date": "2026-06-30",
            "published": true,
            "market_cap_share": 0.97,
            "reporters": 24,
            "members_sized": 25,
            "members": 25
          }
        ]
      },
      "constituents": [
        {
          "symbol": "NVDA",
          "weight": 0.19,
          "latest_period": "2026-07-27"
        },
        {
          "symbol": "MSFT",
          "weight": 0.14,
          "latest_period": "2026-06-30"
        }
      ],
      "excluded": []
    }
  },
  "pending": []
}

Errors

{
  "error": "Unauthorized"
}

{
  "error": "This plan does not include that family.",
  "plan": "basic",
  "requiredPlan": "pro"
}

{
  "error": "Too many requests."
}

Plan access

Pro: last 20 years. Unlimited: full available history. Free and Basic receive 403. Every request counts as one API request against the plan quota, however many keys it names.

Daily and per-minute quotas live on Plans and limits.