autosuggest
method, you can use the find_companies
method to find the company by its name and get the EntityID.More details in Find companies.search
object is of type Search
, and
the individual items returned by the search are instances of Document
.
See the Document
and the page Search results to see available attributes and methods. Also, see
reference_entities
for further details
on each specific entity type.
Any
operator.
|
) is not supported for Similarity. If you want to
search for multiple sentences, you must use AND (&
) to combine them. -
Querying by a Watchlist and Similarity is not supported. We advise
creating a query per Entity ID and Similarity filter.TranscriptTypes
: This filter enables querying by the document type
of the transcript. A
DocumentChunk
will be defined by a single document type at a time,
with the possible values being:
ANALYST_INVESTOR_SHAREHOLDER_MEETING
: Analyst, Investor and
Shareholder meeting.CONFERENCE_CALL
: General Conference Call.
Coming Soon
GENERAL_PRESENTATION
: General Presentation.EARNINGS_CALL
: Earnings Call.EARNINGS_RELEASE
: Earnings Release.
Coming Soon
GUIDANCE_CALL
: Guidance Call.SALES_REVENUE_CALL
: Sales and Revenue Call.SALES_REVENUE_RELEASE
: Sales and Revenue Release.
Coming Soon
SPECIAL_SITUATION_MA
: Special Situation, M&A and Other.SHAREHOLDERS_MEETING
: Shareholders Meeting.
Coming Soon
MANAGEMENT_PLAN_ANNOUNCEMENT
: Management Plan Announcement.
Coming Soon
INVESTOR_CONFERENCE_CALL
: Investor Conference Call.
Coming Soon
SectionMetadata
: This filter allows querying for segments inside
transcript documents. A
DocumentChunk
will be defined by one or more sections, always
within its hierarchical structure:
QA
: question and answer section. This section can be decomposed on:
QUESTION
: a question made during the session to a speaker.ANSWER
: an answer from a speaker of the event.MANAGEMENT_DISCUSSION
: Management Discussion Section.FilingTypes
: This filter enables querying by a filing type. A
DocumentChunk
will be defined by a single document type at a time,
with the possible values being:
SEC_10_K
: Annual report filing regarding a company’s financial
performance submitted to the Securities and Exchange Commission
(SEC).SEC_10_Q
: Quarterly report filing regarding a company’s financial
performance submitted to SEC.SEC_8_K
: Report filed whenever a significant corporate event takes
place that triggers a disclosure submitted to SEC.SEC_20_F
: Annual report filing for non-U.S. and non-Canadian
companies that have securities trading in the U.S.SEC_S_1
: Filing needed to register the securities of companies
that wish to go public with the U.S.SEC_S_3
: Filing utilized when a company wishes to raise capital.SEC_6_K
: Report of foreign private issuer pursuant to rules 13a-16
and 15d-16.TranscriptTypes
or FilingTypes
, you can also filter by
reporting details like:
FiscalYear
: Integer representing the annual reporting period.FiscalQuarter
: Integer representing the fiscal quarter covered.ReportingEntity
: This field allows searching by the reporting
company.&
(AND) |
(OR) and ~
(NOT) operators. For example:
All
and Any
. The first one is used to combine a list of
entities, keywords, topics, etc. with the AND operator, and the second
one is used to combine them with the OR operator. With the help from
Any
the previous example would be rewritten as:
DocumentVersion
for further details.