Annual fundamentals data and institutional holdings data

User: "ACL"
ACL
Newcomer
Updated by Jirapongse

Hello I am trying to download fundamentals data for a number of years (2000-2024) and RICs. The code I use is like this: 

data_items = [
        "TR.CIKNumber",
        "TR.NAICSIndustryGroupCode",
        "TR.TotalAssets.date",
        "TR.NumberOfAnalysts",
        "TR.TotalCurrentAssets"
]  
parameters = {
    "SDate": start_date,
    "EDate": end_date,
    "Frq": "Y",
    "Period": "FY0",
    "ConsolBasis": "Consolidated",
    "ReportingState": "Orig"
}

However, when i get the output it provides a balanced panel starting in many firms in 1998 and with repeated rows. 

The second question has to do with institutional holdings. I need just the percentage of institutional investors for the set of firms and years. However, I cannot find the relative variable (if available) in the workspace. Thank you in advance

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    User: "Jirapongse"
    Jirapongse
    ✭✭✭✭✭

    @ACL

    Thank you for reaching out to us.

    Please share the sample RICs that causes the first issue. Therefore, we can verify if it is the problem in the API or content.

    For the second question, please contact the helpdesk team directly via MyAccount. The account team can provide you with the suitable fields. You can also refer to this discussion. Otherwise, you can use the Data Item Browser tool to seach for fields an parameters.

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