> ## Documentation Index
> Fetch the complete documentation index at: https://docs.halal.sh/llms.txt
> Use this file to discover all available pages before exploring further.

# Get Financials

> Returns the financial metrics extracted from the latest filings and the
three calculated AAOIFI ratios. For per-metric provenance (accession
numbers, XBRL tags, extraction strategies) use the Evidence Packet.




## OpenAPI

````yaml GET /instruments/{symbol}/financials
openapi: 3.1.0
info:
  title: halal.sh API
  version: 1.0.0
  description: >
    The halal.sh API provides Shariah compliance screening for public equities

    and ETFs, based on AAOIFI Shari'ah Standard No. 21.


    Unlike a black-box verdict, every determination exposes the individual

    screens, the financial ratios with their thresholds, the revenue breakdown,

    and the source filings behind each number. The Evidence Packet endpoint

    returns the full audit trail — accession numbers, XBRL tags, and extraction

    strategies — for compliance, reporting, and reproducibility.


    ## Conventions


    - **Base URL** — `https://api.halal.sh/v1`

    - **Authentication** — send your key in the `X-API-Key` header.

    - **Envelope** — every success response is `{ "data": …, "meta": … }`. Every
      error is `{ "error": { "code", "message" } }`.
    - **Ratios** — screen `value`, `threshold`, and `buffer` are decimals
      (`0.082` means 8.2%, `0.30` means 30%). Fields named `*percentage`,
      `purity.percentage`, and holding `weight` are whole-number percentages
      (`66.74` means 66.74%). Each field documents its unit.
    - **Status** — compliance status is always `compliant`, `non-compliant`, or
      `pending`. Treat unknown future values as `pending`.
    - **Money** — values are in the instrument's reporting currency (USD for US
    filers).
  contact:
    name: halal.sh API support
    url: https://halal.sh/developers
    email: api@halal.sh
servers:
  - url: https://api.halal.sh/v1
    description: Production
security:
  - apiKey: []
tags:
  - name: Instruments
    description: Compliance, financials, evidence, history, and health for a single stock.
  - name: Screening
    description: Batch screening and search across the instrument universe.
  - name: ETFs
    description: Shariah purity and holdings breakdown for ETFs.
  - name: Methodology
    description: The screening methodology, its thresholds, and version.
paths:
  /instruments/{symbol}/financials:
    get:
      tags:
        - Instruments
      summary: Get extracted financials
      description: |
        Returns the financial metrics extracted from the latest filings and the
        three calculated AAOIFI ratios. For per-metric provenance (accession
        numbers, XBRL tags, extraction strategies) use the Evidence Packet.
      operationId: getFinancials
      parameters:
        - $ref: '#/components/parameters/Symbol'
      responses:
        '200':
          description: Financial data
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FinancialsResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '403':
          $ref: '#/components/responses/SandboxRestricted'
        '404':
          $ref: '#/components/responses/NotFound'
        '429':
          $ref: '#/components/responses/RateLimited'
components:
  parameters:
    Symbol:
      name: symbol
      in: path
      required: true
      description: Stock ticker symbol (e.g. AAPL, NVDA, MSFT).
      schema:
        type: string
        minLength: 1
        maxLength: 10
        example: AAPL
  schemas:
    FinancialsResponse:
      type: object
      properties:
        data:
          type: object
          properties:
            symbol:
              type: string
              example: NVDA
            name:
              type: string
              example: NVIDIA Corporation
            currency:
              type: string
              example: USD
            as_of:
              type: string
              format: date-time
              nullable: true
            filing_set_summary:
              type: string
              nullable: true
              example: 10-K(2026-02-25) + 10-Q(2026-05-20)
            metrics:
              type: object
              properties:
                total_revenue:
                  type: number
                  nullable: true
                total_assets:
                  type: number
                  nullable: true
                total_debt:
                  type: number
                  nullable: true
                cash_and_equivalents:
                  type: number
                  nullable: true
                marketable_securities:
                  type: number
                  nullable: true
                accounts_receivable:
                  type: number
                  nullable: true
                interest_income:
                  type: number
                  nullable: true
                market_cap:
                  type: number
                  nullable: true
            ratios:
              type: object
              properties:
                debt_to_market_cap:
                  $ref: '#/components/schemas/FinancialScreen'
                  nullable: true
                cash_to_market_cap:
                  $ref: '#/components/schemas/FinancialScreen'
                  nullable: true
                prohibited_revenue:
                  $ref: '#/components/schemas/FinancialScreen'
                  nullable: true
        meta:
          $ref: '#/components/schemas/Meta'
    FinancialScreen:
      type: object
      description: >-
        A financial-ratio screen — value, threshold, and pass/fail (or
        not_applicable when deferred to business activity).
      properties:
        result:
          $ref: '#/components/schemas/ScreenOutcome'
        value:
          type: number
          nullable: true
          description: The calculated ratio as a decimal (0.082 = 8.2%).
          example: 0.020616
        threshold:
          type: number
          description: The AAOIFI threshold as a decimal (0.30 = 30%).
          example: 0.3
        operator:
          type: string
          description: Comparison operator. AAOIFI uses `<=` for all financial screens.
          example: <=
        buffer:
          type: number
          nullable: true
          description: >-
            Distance from the threshold in percentage points. Negative when
            failing.
          example: 27.9384
    Meta:
      type: object
      properties:
        request_id:
          type: string
          description: Unique ID for this request. Include it in support requests.
          example: req_abc123
        as_of:
          type: string
          format: date-time
          description: When this response was generated.
        methodology:
          type: string
          description: Methodology used, as `id@version`. Present on compliance responses.
          example: aaoifi-ss21@2026.1
    ErrorResponse:
      type: object
      required:
        - error
      properties:
        error:
          type: object
          required:
            - code
            - message
          properties:
            code:
              type: string
              enum:
                - bad_request
                - unauthorized
                - sandbox_restricted
                - not_found
                - rate_limit_exceeded
                - service_unavailable
                - internal_error
              example: not_found
            message:
              type: string
              example: No instrument found for symbol 'XYZ'.
            retry_after:
              type: integer
              description: Seconds until the rate limit resets (only on 429).
        meta:
          $ref: '#/components/schemas/Meta'
    ScreenOutcome:
      type: string
      description: >
        `pass` / `fail`, or `not_applicable` — used by the `prohibited_revenue`
        screen when the company's core business is non-permissible. AAOIFI's
        prohibited-income screen (Rule 3/4/4) applies to companies whose core
        business is permissible; when the core business is itself
        non-permissible (bank, casino, etc.), the income screen is N/A — the
        `business_activity` screen decides — and `value`/`buffer` are `null`.
      enum:
        - pass
        - fail
        - not_applicable
  responses:
    Unauthorized:
      description: Missing or invalid API key
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          example:
            error:
              code: unauthorized
              message: Invalid or revoked API key.
            meta:
              request_id: req_abc123
    SandboxRestricted:
      description: Symbol or feature not available on the sandbox plan
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          example:
            error:
              code: sandbox_restricted
              message: >-
                Symbol 'TSLA' is not available in the sandbox. Upgrade to Plus
                for full access.
            meta:
              request_id: req_abc123
    NotFound:
      description: Resource not found
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          example:
            error:
              code: not_found
              message: No instrument found for symbol 'XYZ'.
            meta:
              request_id: req_abc123
    RateLimited:
      description: Rate limit exceeded
      headers:
        X-RateLimit-Limit:
          schema:
            type: integer
          description: Maximum requests allowed in the current daily window.
        X-RateLimit-Remaining:
          schema:
            type: integer
          description: Requests remaining in the current daily window.
        X-RateLimit-Reset:
          schema:
            type: string
            format: date-time
          description: ISO 8601 timestamp when the daily window resets (midnight UTC).
        Retry-After:
          schema:
            type: integer
          description: Seconds to wait before retrying.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          example:
            error:
              code: rate_limit_exceeded
              message: Daily request limit (100) exceeded. Resets at midnight UTC.
              retry_after: 3600
            meta:
              request_id: req_abc123
  securitySchemes:
    apiKey:
      type: apiKey
      in: header
      name: X-API-Key

````