Top tips & techniques for harnessing the power of the API provided by XBRL US

Posted on February 3, 2024 by Editor

Navigating the vast landscape of US financial data just got easier. David Tauriello, Vice President of Operations at XBRL US, has compiled a useful list of tips and techniques for optimising your experience with the API provided by XBRL US to access information across SEC and FERC filings. Whether you’re a seasoned pro or just diving into the world of data querying, these insights are designed to enhance efficiency, save time, and broaden your understanding of what is possible using the XBRL US developed API for financial data analysis..

Here’s a sneak peek at some of the tips shared:

1. Start small, grow a query, and know your limits: Begin with a focused query and gradually expand to refine your results. An initial query that is specific (perhaps with an answer you already know or can easily check) will test and confirm your understanding of the XBRL API.
2. Sort ‘Fields to Return’ before querying to quickly scan results: This simple step allows you to swiftly scan results and identify key information by filtering chosen fields in information in ascending or descending order.
3. Focus on ‘Fields to Return’ to build more powerful queries: Search up options to extend your query – most of the ‘Fields to Return’ are also searchable as parameters.

Discover the full list of technical tips and techniques by checking out the article here.