Normalized Fundamentals
Normalized Fundamentals
Normalized Fundamentals
SavaNet Normalized Fundamentals — viaNexus
The SavaNet-viaNexus Fundamentals dataset provides a normalized, institution-grade view of company financials designed for modern APIs, quantitative analysis, and AI-driven workflows. SavaNet ingests financial statements from authoritative source filings and systematically standardizes income statements, balance sheets, and cash flow data across thousands of public companies. Raw issuer disclosures are mapped into a consistent, machine-readable taxonomy, reconciled across accounting standards and reporting conventions, and time-aligned to deliver clean, comparable fundamentals with long-horizon historical continuity.
Through viaNexus, SavaNet-viaNexus Fundamentals is delivered via high-performance REST APIs and agent-ready interfaces with built-in entitlement controls, versioning, and transparent provenance back to original filings. API consumers can request fundamentals by fiscal year or by specific fiscal quarters, including arbitrary quarter ranges, enabling precise period-based analysis, trend construction, and model training. This flexibility makes the dataset well suited for traditional financial analysis, screening and factor models, back-testing, and AI research agents—while allowing fundamentals to be seamlessly combined with prices, estimates, news, and alternative datasets across the viaNexus platform.
Category:
Fundamentals
Type:
historical
Workspace:
EDGE
Dataset Id:
NORMALIZED_FUNDAMENTALS
Region:
US
Records:
124,228
Newest Record:
12/31/2026
Oldest Record:
01/31/2015
Updated At:
10/27/2026
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Use Cases
- Equity Research & Financial Modeling Build fully normalized models with actuals and estimates in a single structure, eliminating manual reconciliation across sources.
- AI-Driven Research & Agents Power LLMs and autonomous agents with semantically rich, model-ready fundamentals designed to minimize hallucination and maximize interpretability.
- Quantitative & Systematic Strategies Run factor models, screens, and backtests using consistent, source-agnostic fundamentals and 1,500+ pre-calculated analytics.
- Earnings & Performance Analysis Analyze results at a deeper-than-reported level by leveraging integrated notes, segments, and standardized disclosures.
- Comparable Company Analysis Perform true like-for-like comparisons across sectors, regions, and accounting regimes using a unified IFRICS taxonomy.
- Industry & Segment Analysis Access thousands of industry KPIs and segment-level line items to evaluate business mix, efficiency, and exposure.
- Forecasting & Scenario Modeling Blend historical actuals, consensus estimates, bank models, and proprietary forecasts within a single extensible structure.
- Risk & Credit Analysis Assess leverage, coverage, liquidity, and utilization metrics with consistent definitions across issuers and time.
- Portfolio Construction & Monitoring Drive portfolio-level analytics, factor attribution, and ongoing monitoring using normalized fundamentals.
- Alternative Data Enrichment Join fundamentals with pricing, news, events, and alternative data without schema or taxonomy conflicts.
- Excel-Based Power Users Enable analysts to pull large, complex models directly into Excel with ultra-low latency and no preprocessing.
- Regulatory & Accounting Analysis Analyze accounting policy differences, disclosure depth, and reporting quality across companies and jurisdictions.
- Client-Specific & White-Label Models Deliver customized models, KPIs, and analytics for internal teams or external clients without breaking compatibility.
Highlights
- One Consistent Financial Language A single IFRICS-based taxonomy applied uniformly across industrials, banks, and insurers—eliminating accounting noise and structural drift.
- Built for Industrials: Deep coverage of revenue drivers, cost structures, margins, capex, working capital, and segment disclosures.
- Built for Banks: Native support for balance-sheet–centric models including net interest income, loan books, credit quality, capital ratios, and funding structure.
- Built for Insurers: Full normalization of premiums, claims, reserves, combined ratios, underwriting performance, and investment income.
- Consistent Through Time Historical financials normalized across reporting changes, accounting updates, and corporate events for clean time-series analysis.
- AI-Ready Semantics Every line item carries rich metadata and descriptions so AI agents understand meaning, not just numbers.
Provider
Published BySavanet
Methods
https://api.blueskyapi.com/v1/data/EDGE/NORMALIZED_FUNDAMENTALShttps://api.blueskyapi.com/v1/data/EDGE/NORMALIZED_FUNDAMENTALS/:symbolhttps://api.blueskyapi.com/v1/data/EDGE/NORMALIZED_FUNDAMENTALS/:symbol/::reportType- https://api.blueskyapi.com/v1/data/EDGE/NORMALIZED_FUNDAMENTALS/MSFT/annual?last=3
- https://api.blueskyapi.com/v1/data/EDGE/NORMALIZED_FUNDAMENTALS/MSFT/Quarterly?last=4
- https://api.blueskyapi.com/v1/data/EDGE/NORMALIZED_FUNDAMENTALS/MSFT,AAPL,AMZN/annual
Example API Request URL
You can fetch up to 2000 symbols at a time using a comma-separated list.
EX: AAPL,MSFT,TSLA
Time Series Query Parameters
You can use any time series query parameters with this dataset.
View the full documentation →
Response Attributes
| Key | Type | Description |
|---|---|---|
| accruedOther | number, null | Accrued and other current liabilities - excluding short term debt and payables |
| accruedOtherLiabil | number, null | Liabilities not classified as deposits, trading, or borrowed funds, including accrued compensation and benefits, accounts payable, accrued expenses, non-trading derivatives, deferred taxes, operating lease liabilities, and other liabilities. |
| amortizationExp | number, null | Amortization expense reported in income statement which is not attributed to either cost of goods sold or selling, general and administrative expenses. Excludes nonrecurring write-downs of intangibles. |
| assetTurnover | number, null | Operating Revenue divided by average Total Assets over the period |
| bvps | number, null | The book value of total common equity (excluding minority interests) per weighted average diluted share outstanding during the period |
| bvpsGrowth | number, null | Book value per share growth rate, % change from previous period. If either period value is negative, no result will be returned. |
| capex | number, null | Net Capital Expenditures from cash flow statement as a (negative) value |
| cashInterbankDeposits | number, null | Cash, deposits held at other financial institutions, short-term federal funds sold to other depository institutions and other equivalents. |
| cashStInvest | number, null | Total cash and short term investments including marketable securities |
| cfFinancing | number, null | Net Cash Flows Provided by Financing Activities as reported in cash flow statement |
| cfInvesting | number, null | Net Cash Flows Provided By Investing Activities as reported in cash flow statement |
| cfOperating | number, null | Net Cash Provided By(Used In) Operating Activities |
| cfoGrowth | number, null | Operating Cash Flow growth from previos year |
| cfoPctRevenue | number, null | Cash Flow from Operations divided by Revenue |
| chgBusinessAssets | number, null | Acquisitions and divestitures of businesses, fixed assets, investments and associates, derivatives, and company-owned life insurance. |
| chgCash | number, null | Increase(decrease) in cash and equivalents from cash flow statement |
| chgDebt | number, null | Net change in total debt over the period |
| chgDeposits | number, null | Increase(decrease) in cash flow due to changes in the level of deposits from customers for banks |
| chgEquity | number, null | Net change in Total Equity over the period |
| chgInvestments | number, null | Proceeds and (payments) for the sale/maturity(purchases) of fixed assets, bussinesses, securities, affilated companies, notes, loans, long term receivables and other investments. |
| chgLoansInterbank | number, null | Change in loans, both held and avaialble for sale, and interbank assets such as Fed Funds, repos and deposits. As reported in cash flow from investing activities. |
| chgOperatingCap | number, null | Net change in operating capital including changes in working capital, noncurreent and other operating capital. Excludes changes in income taxes payable. |
| chgSecurities | number, null | (Purchases) and proceeds from the sale of investment securities, net |
| cogs | number, null | Total cost of revenue, including the cost of goods and services sold and other costs of revenue. Does not include selling, general, administrative and other operating expenses. May include excise taxes. |
| cogsGrowth | number, null | Cost of Revenue growth rate, % change from previous period |
| commonEquity | number, null | Total common equity, excluding minority interests |
| compEarnGrowth | number, null | Comparable Income growth rate, % change from previous period |
| compEarnMargin | number, null | Comparable Earnings as a percentage of Operating Revenue |
| compEpsGrowth | number, null | Comparable EPS growth rate, % change from previous period |
| compExpense | number, null | Compensation and employee benefit expenses for banking companies |
| compRoa | number, null | Comparable Earnings divided by average of Total Assets at beginning and end of period |
| compRoe | number, null | Comparable Earnings divided by average of Common Equity at beginning and end of period. Only calculated if average equity is positive. |
| costFinancialServices | number, null | Total direct costs of financial services product delivery, including transaction processing, asset management, loan servicing, deposit insurance, regulatory assessments, and card member services. Excludes compensation, occupancy, and other general and administrative costs. |
| currentAssets | number, null | Total current assets |
| currentLiabil | number, null | Total current liabilities |
| currentRatio | number, null | Current Assets divided by Current Liabilities |
| debtBorrowings | number, null | Wholesale funding through borrowed funds, including interbank borrowings and repurchase agreements, short-term borrowings, and long-term debt. Excludes deposits and trading liabilities. |
| deferredOtherAsset | number, null | Deferred/Prepaid and all other noncurrent assets excluding property, plant equipment, leased assets, intangibles and long term investments. |
| deferredPayableTax | number, null | Deferred, accrued and payable tax liabilities classified as noncurrent. Includes liabilities from tax agreements. |
| deposits | number, null | Total deposits including interest bearing, noninterest bearing and other non-core deposits |
| depreciationAmort | number, null | Depreciation of property, plant, equipment, depletion of natural resources and amortization of intangibles and leased assets. Includes amortization of both finance and operating lease assets. |
| divPaidTotal | number, null | Total cash dividend (payments) made to majority common shareholders and preferred shares as reported in the cash flow statement |
| dividendYield | number, null | Dividends per share as a percentage of Share Price |
| dps | number, null | Cash dividends paid per share for the period |
| dpsGrowth | number, null | Dividends per share, % change from previous period |
| ebit | number, null | Operating income adjusted for nonrecurring expenses. |
| ebitGrowth | number, null | Recurring EBIT growth rate, % change from previous period |
| ebitMargin | number, null | Recurring EBIT as a percentage of Operating Revenue |
| ebitda | number, null | Operating Income before Restructuring, Impairment, Depreciation and Amortization expenses |
| ebitdaGrowth | number, null | EBITDA growth rate, % change from previous period |
| ebitdaMargin | number, null | EBITDA as a percentage of Operating Revenue |
| effectFxCash | number, null | The effect of exchange rates on Cash and Cash Equivalents as reported in the Cash Flow Statement |
| eps | number, null | Recurring earnings per average diluted share oustanding |
| epsReportGrowth | number, null | EPS, diluted growth rate, % change from previous period |
| epsReported | number, null | Fully diluted earnings per share as reported |
| equityPctAssets | number, null | Consolidated Equity, Total as a percentage of Total Assets |
| ev | number, null | Market capitalization plus minority interest book value plus prefered equity plus pension deficit plus debt less cash and marketable securities less unconsolidated asset value |
| evRevenue | number, null | Enterprise Value (including pension deficit) divided by Revenue |
| evebitda | number, null | Enterprise Value including pension deficit divided by EBITDA |
| exceptionalExp | number, null | Nonrecurring expenses and (income), net included in operating income and excluded from EBIT, recurring. These can either be reported on the face of the income statement or supplementally in notes. Expenses are positive values. |
| fcf | number, null | Cash flow from operations less capital expenditures plus cash from fixed asset disposals |
| fcfGrowth | number, null | Free Cash Flow growth rate, % change from previous period |
| fcfPerShare | number, null | Cash Flow from Operations less Capital Expenditures divided by Diluted Shares Outstanding |
| fcfeYield | number, null | Free Cash Flow to Equity as a percentage of Consolidated Equity |
| feeIncome | number, null | Fees and commissions earned from banking operations including credit card processing, money transfer, servicing and other account fees |
| figiComposite* | string | Bloomberg composite FIGI identifier (bbg_composite_global_id). |
| fiscalQuarter | string, null | Fiscal quarter (e.g. Q1, Q2, Q3, Q4) when applicable. |
| fiscalYear* | number | Fiscal year of the report. |
| generalAdminExComp | number, null | Non-compensation operating expenses including occupancy, technology and equipment, professional fees, supplies, non-income taxes, intangible amortization, and other administrative expenses. Does not include marketing and selling expenses. |
| grossMargin | number, null | Gross Profit as a percentage of Operating Revenue |
| grossProfit | number, null | The gross profit after cost of goods sold |
| grossProfitGrowth | number, null | Gross Profit growth rate, % change from previous period |
| incBeforeTaxes | number, null | Income before provision for taxes, unadjusted (e.g. includes nonrecurring income and expenses) |
| incTaxAdjust | number, null | Deferred and other non-cash income tax adjustments such as changes in income taxes payable and accured. This may be calculated as the difference in tax provision in income statement and cash taxes paid. |
| intangibleAssets | number, null | Intangible assets including goodwill |
| interestNetLosses | number, null | Operating interest and dividend income less interest expenseafter provisions for credit losses |
| inventories | number, null | Total inventories net of LIFO reserves and adjustments |
| investTradingGains | number, null | Gains(Losses) on principal trading, market making, and investments. Includes both short term securities trading and long term investment gains(losses) |
| investTradingLiabil | number, null | Investment and trading account liabilities, including securities sold short. |
| investTradingSecurities | number, null | Total security investments held for investment and trading purposes. Includes investment securities classified as available for sale or held to maturity and trading account assets. |
| issuerName* | string | Name of the issuer. |
| liabilitiesPctAssets | number, null | Total Liabilities as a percentage of Total Assets |
| loanNoninterestInc | number, null | Gains and losses from mortgage banking, loan sales, real estate operations, leasing activities, and dispositions of business assets and other financial assets. |
| loansTotalNet | number, null | Loans and leases, net of allowances and unearned discount and loans held for sale. |
| ltDebt | number, null | Long-term bonds, debentures, bank borrowings, notes payable, mortgage loans and finance/capital leases. Includes convertible debt, secured and unsecured debt, and senior/subordinated debt. |
| ltInvestments | number, null | Total long term investments |
| marketCap | number, null | The last share price multiplied by weighted average diluted shares outstanding for the period |
| marketingBusDevExp | number, null | Combined marketing, advertising, and business development costs, including travel and entertainment and other client related events. |
| mic* | string | Market identifier code. |
| minorityIntInc | number, null | Minority Interest in income, net of tax effect |
| minorityInterest | number, null | Reported minority interest reported on the balance sheet |
| netDebt | number, null | Company ST Debt plus LT Debt and Capital Lease and Financing Obligations less Cash and Marketable Securities - Current and Noncurrent (negative values indicate net cash position) |
| netDebtEquity | number, null | Net Debt divided by Total Equity Capital |
| netIncAfterTax | number, null | Net Income including income attributable to minority interests, including adjustments for nonrecurring items |
| netIncRepGrowth | number, null | Net Income growth rate, % change from previous period |
| netIncReported | number, null | Total Net Income as reported using national accounting policies (e.g. unadjusted) in income statement |
| netIncome | number, null | This is calculated measure of earnings adjusting for nonrecurring/exeptional/extraordinary items, including tax effect for pre-tax items. |
| netInterest | number, null | Interest (expense) and other financing expenses. Excludes interest related to investment operations and hedging, foreign currency and other investment gains(losses). |
| netInterestIncome | number, null | Operating interest and dividend income less interest expense before provisions |
| netReportedMargin | number, null | Net Income as a percentage of Operating Revenue |
| netRevenue | number, null | Operating Revenue from all sources, net of excise taxes and sales discounts/allowances. May also be net of revenue/commodity hedging gains/(losses) if company reports these as revenue adjstments. |
| nonCashExpenses | number, null | Provisions and other non-cash adjustments in cash flow from operatoins other than depreciation & amortization, deferred taxes, and changes in working capital |
| noninterestExpenses | number, null | Total non-interest operating expenses including compensation expenses, non-compensation expenses and nonrecurring expenses |
| noninterestIncome | number, null | All operating income other than interest including fees, commissions, securities gains(losses) and other |
| nonoperInc | number, null | All non operating income and expenses, including net interest, equity income and other nonoperating gains and losses |
| nonoperIncGains | number, null | All nonoperating income(expenses) and and gains(losses) excluding interest income(expense). Includes equity income. |
| operIncAdj | number, null | Operating Income for banking and finance companies including both interest and non-Interest income and all operating expenses including exceptional expenses but before nonoperating income such as equity income from affiliaites and nonoperating gains(losses). |
| operatingInc | number, null | Total Operating Profit including nonrecurring operating items. Uses a standardized definition of operating and non-operating items which may differ from company income statement presentation. |
| otherFinancing | number, null | Cash flows provided by financing activities other than Changes in Debt, Equity Issued(Repurchased), Dividends (Paid), Proceeds(Payments) on Financing Derivatives, Issuance and Financing (Costs), Contributions(Distributions) from/to Noncontrolling Interests and Taxes (Paid) on Stock Compensation. This is a calculated balancing value that may not reflect "other" values reported by that company in the cash flow statement. |
| otherFinancingCf | number, null | Other cash flows from financing activities in the cash flow statement including Proceeds(Payments) on Financing Derivatives, Issuance and Financing (Costs), Contributions(Distributions) from/to Noncontrolling Interests, Taxes (Paid) on Stock Compensation and Other Financing Activities. |
| otherInvesting | number, null | Cash flows provided by investing activities other than Capital (Expenditures), Sale(Purchase) of Investments, Proceeds(Payments) on Investing Derivatives and Distibutions from Affiliates. This is a calculated balancing value that may not reflect values reported by that company in the cash flow statement. |
| otherInvestingCf | number, null | Cash Flow from other investing activities as reported in the cash flow statement |
| otherNoninterest | number, null | Other noninterest operating expenses for banking companies excluding costs of sales, compensation and employee benefit, marketing and general and administrative expenses. This is a balancing item that may include supplemental information from the notes to financial statements, so may not match other noninterest expense as reported by the company in the income statement. |
| otherNoninterestInc | number, null | Other non-interest operating income other than fees, commissions and securities gains(losses) |
| otherOperItems | number, null | All recurring operating expenses(income) aside from those classified as Cost of Goods Sold and Selling, General and Administrative expenses. Includes Research & Development and Depreciation and Amortization Expenses only if they are not classified within these items. |
| payables | number, null | Accounts payable, trade and other, including to related parties |
| pensionBenefitLt | number, null | Pension and Other Post Employment Benefit liabilities as reported on the balance sheet of the company |
periodEndDate* date | string | Period end date for the report. |
| ppeLeases | number, null | Property, Plant & Equipment net of accumulated depreciation, including operating and capital leases. |
| ppnr | number, null | Income from Continuing Operations before credit loss provisions. PPNR equals net interest income plus noninterest income minus noninterest expense before any exceptional expenses or impairments. |
| preTaxIncAdj | number, null | Pre-Tax Income including all operating and nonoperating income and expenses adjusted for nonrecurring and exceptional income and expense items. |
| preTaxIncGrowth | number, null | Recurring Pre-Tax Income growth rate, % change from previous period |
| preTaxIncMargin | number, null | Recurring Pre-Tax Income as a percentage of Total Revenue. For banks, Total Revenue is equal to Interest Income (not Net Interest) plus Non-Interest Income. |
| prefDistributions | number, null | Preferred stock (dividends) and (distributions) to general partners |
| preferredEquity | number, null | Preferred Equity reported on balance sheet |
| prepaidOther | number, null | Prepaid expenses and other current assets excluding Cash, Short-Term Investments, Receivables, and Inventories |
| priceBook | number, null | Share Price divided by Book Value per share |
| priceEarnGaap | number, null | Share Price divided by reported Earnings per share [e.g. unadjusted or "GAAP" earnings] |
| priceEarnings | number, null | Market Capitalization divided by Comparable Earnings |
| provisionCreditLosses | number, null | Expense recognized to establish and adjust allowances for expected credit losses across the institution's lending, receivables, and investment portfolios, including losses on loans and leases. |
| provisionTaxes | number, null | Total Provision for Income Taxes, including recurring and nonrecurring |
| provisionsOtherLt | number, null | Noncurrent Liabilities excluding debt, leases, deferred taxes and pension and other post-employment benefits. |
| ptpp | number, null | Income before provision for taxes and provision for credit losses |
| quickRatio | number, null | Cash and Receivables divided by Current Liabilities |
| receivables | number, null | Total account, notes and other receivables, including accrued interest and client financing activities, net of allowances. |
| receivablesOtherAsset | number, null | Receivables and other assets including accrued interest, receivables, real estate owned and all other assets not classified elsewhere. |
reportType* subkey | string | Type of financial report (e.g. annual, quarterly, L4Q, P4Q, QTD). |
| revGrowth | number, null | Operating Revenue growth rate, % change from previous period |
| revenueNetProvision | number, null | Total interest and non-interest operating revenue net of interest expenses and provisions |
| securityName* | string | Name of the security. |
| sga | number, null | The costs related to selling a firm's product and services, as well as all other general and administrative expenses both direct and indirect. General and administrative expenses include salaries of non-sales personnel, rent, utilities, communication, etc |
| sgaOther | number, null | General, administrative and other operating expenses. |
| sharesOut | number, null | Weighted average diluted shares outstanding |
| sharesOutBasic | number, null | Weighted average number of basic (e.g. undiluted) shares outstanding |
| stDebtLeases | number, null | Short term borrowings, current portion of long term debt and lease obligations. Includes both finance/capital and operating lease liabilities. |
symbol* key | string | Stock ticker symbol. |
| taxesPayable | number, null | Taxes payable, accrued taxes, and currently deferred taxes that are expected to be paid within one year. Includes income and other types of taxes. |
| taxonomy* | string | Financial taxonomy used. |
| totalAssets | number, null | Total Assets reported on balance sheet |
| totalDebt | number, null | Debt obligations of a company's nonoperating/financial servies operations. Includes short and long term debt and capital lease obligations. |
| totalEquity | number, null | Total common equity, excluding minority interests. |
| totalLiabil | number, null | Total liabilities. |
| totalLiabilEquity | number, null | Liabilities and stockholders' equity (total assets reported on balance sheet). |
| totalRevenue | number, null | Total operating revenue before excise taxes or revenue hedging gains(losses). |
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Disclaimer
SavaNet Fundamentals are derived from publicly disclosed company filings and standardized using the IFRICS taxonomy. While designed for consistency, comparability, and machine readability, the dataset reflects interpretations and mappings applied by SavaNet and may differ from issuer-reported presentations or other vendors’ representations. The data is provided for informational and analytical purposes only and is not investment advice.
Attribution
Source: SavaNet-viaNexus
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