# How to Get Fundamentals

From a ticker to statements, single numbers and ratios. The examples use Apple's 10-K for fiscal 2025.

## 1. Find the filing

The `list` action of [Filings](/documents/filings.md) shows a company's filings for a fiscal year, each with its `id`. The actions that read a filing take that `id` as `filing_id`, or `ticker` and `fiscal_year`, plus `form_type` and `quarter` for a quarterly report.

```json title="MCP"
{"action": "list", "ticker": "AAPL", "fiscal_year": 2025}
```

```bash title="CLI"
akkru filings list --ticker AAPL --fiscal-year 2025
```

## 2. Read a statement

The `get` action of [Statements and notes](/documents/statements-and-notes.md) returns a statement as filed, every row with its value, period, unit and source. `statement_type` takes the five main statements by name, for US filings; `role_label` takes any statement or note by the name the filer gave it, and the `list` action shows those names.

```json title="MCP"
{"action": "get", "ticker": "AAPL", "fiscal_year": 2025, "statement_type": "Income Statement"}
```

```bash title="CLI"
akkru statements get --ticker AAPL --fiscal-year 2025 --statement-type "Income Statement"
```

## 3. Get single numbers

The `get` action of [Financial facts](/documents/financial-facts.md) looks up line items by name, each value with its period, unit and a link to its place in the filing.

```json title="MCP"
{"action": "get", "ticker": "AAPL", "fiscal_year": 2025, "line_items": ["revenue", "net income"]}
```

```bash title="CLI"
akkru facts get --ticker AAPL --fiscal-year 2025 --json '{"line_items": ["revenue", "net income"]}'
```

To compare years or companies, pass one row per filing in `filings`. When the filings' fiscal years end on different dates, `_warnings` says so.

```json title="MCP"
{"action": "get", "filings": [{"ticker": "AAPL", "fiscal_year": 2025}, {"ticker": "MSFT", "fiscal_year": 2025}], "line_items": ["revenue"]}
```

```bash title="CLI"
akkru facts get --json '{"filings": [{"ticker": "AAPL", "fiscal_year": 2025}, {"ticker": "MSFT", "fiscal_year": 2025}], "line_items": ["revenue"]}'
```

## 4. Add the ratios

The `get` action of [Computed metrics](/documents/computed-metrics.md) returns 82 metrics computed from the filing, each with its formula and the facts it used; `category` keeps one of six groups. US companies only, on the Starter plan or higher.

```json title="MCP"
{"action": "get", "ticker": "AAPL", "fiscal_year": 2025, "category": "profitability"}
```

```bash title="CLI"
akkru metrics get --ticker AAPL --fiscal-year 2025 --category profitability
```

The `history` action returns the same metrics over many periods, up to 5 per page; `sort` set to `period_end_desc` starts from the latest.

```json title="MCP"
{"action": "history", "ticker": "AAPL", "period_type": "annual", "sort": "period_end_desc", "page_size": 5, "metric_names": ["gross_margin"]}
```

```bash title="CLI"
akkru metrics history --ticker AAPL --period-type annual --sort period_end_desc --page-size 5 --json '{"metric_names": ["gross_margin"]}'
```

> [!TIP]
> Set `detail` to `light` or `minimal` (`--detail` in the CLI) for shorter replies; all three levels are charged the same.