This endpoint returns a comprehensive data snapshot for a single asset symbol, aggregating fields across identification, market pricing, fundamentals, ownership, analyst coverage, and fund metrics.
For a focused field set covering core identification, pricing, and key fundamentals only, use /v1/summary-lite endpoint.
Asset Type Compatibility
This endpoint uses a unified schema across stocks, ETFs, and mutual funds. Fields that are not relevant for a given asset type are returned as null (or empty strings in some legacy feed cases).
- Mutual funds: Returns description/objective, fees and Morningstar fields (when available), trailing returns and category comparisons, portfolio exposure breakdown data.
- Stocks: Returns profile and classification, real-time/regular-market pricing, dividends, valuation multiples, share statistics, ownership, analyst targets, and high-level financial highlights data.
- ETFs: Returns description/objective, NAV/yield/AUM, trailing return series, category fields, portfolio exposure breakdown (sector weights) data. Company-specific fields are generally not applicable.
When to Use This Endpoint
- Retrieve a full ticker summary in a single call (fast entry into dashboards, widgets, and AI flows).
- Populate the Asset Summary view (header, price block, key ratios, profile excerpt, and highlights).
- Provide quick, accurate data for ticker autocomplete and post-selection details (after /search).
- Support cross-asset comparisons where available (e.g., USD-normalized amounts, fund returns, and standard ratios).
- Feed downstream analytics pipelines that need a broad snapshot without multiple joins.
Request Parameters
v1/summary
Asset identifier (ticker symbol).
User-defined identifier for the task (max 255 characters).
It is returned in the response data object, allowing you to match results with the corresponding request. It does not affect API processing or filtering logic.
curl --location "https://api.finimpulse.com/v1/summary" \
--header "Content-Type: application/json" \
--header "Authorization: Bearer <API_TOKEN>" \
-d '{
"symbol": "NVDA",
"tag": "just tag"
}'using System.Net.Http;
using System.Net.Http.Headers;
using System.Text;
var client = new HttpClient();
var url = "https://api.finimpulse.com/v1/summary";
client.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", "<API_TOKEN>");
client.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("application/json"));
var json = @"{
""symbol"": ""NVDA"",
""tag"": ""just tag""
}";
var content = new StringContent(json, Encoding.UTF8, "application/json");
var response = await client.PostAsync(url, content);
var result = await response.Content.ReadAsStringAsync();
Console.WriteLine(result);<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.finimpulse.com/v1/summary",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_HTTPHEADER => [
"Content-Type: application/json",
"Authorization: Bearer <API_TOKEN>"
],
CURLOPT_POSTFIELDS => json_encode(
[
"symbol" => "NVDA",
"tag" => "just tag"
]
)
]);
$response = curl_exec($curl);
curl_close($curl);
echo $response;import urllib.request
import json
url = "https://api.finimpulse.com/v1/summary"
headers = {
"Content-Type": "application/json",
"Authorization": "Bearer <API_TOKEN>"
}
data = {
"symbol": "NVDA",
"tag": "just tag"
}
req = urllib.request.Request(url,
data=json.dumps(data).encode("utf-8"),
headers=headers,
method="POST")
with urllib.request.urlopen(req) as response:
result = json.loads(response.read().decode("utf-8"))
print(result)const https = require('https');
const data = JSON.stringify({
"symbol": "NVDA",
"tag": "just tag"
});
const options = {
method: 'POST',
headers: {
'Content-Type': 'application/json',
'Authorization': 'Bearer <API_TOKEN>',
'Content-Length': Buffer.byteLength(data)
}
};
const req = https.request('https://api.finimpulse.com/v1/summary', options, (res) => {
let body = '';
res.on('data', chunk => body += chunk);
res.on('end', () => console.log(JSON.stringify(JSON.parse(body), null, 2)));
});
req.on('error', (e) => console.error(e));
req.write(data);
req.end();Response
The response returns a single summary object for the requested symbol.
Identity & Classification
Asset identifier (ticker symbol).
Asset display name.
URL of the company or fund logo image.
Asset class identifier (stock, etf, mutualfund).
Trading currency.
Reporting currency used for financial statement metrics.
Fund category classification.
Fund category name.
Fund family.
Legal structure/type.
Address & Contact
Address line 1 (or primary address string when provided as a single line).
City.
State or region.
Postal code.
Country.
Primary phone number.
Official website URL.
Investor relations website URL.
Sector & Industry Classification
Sector classification.
Normalized sector key.
Display-friendly sector label.
Industry classification.
Normalized industry key.
Display-friendly industry label.
Description & Organization
Long-form company description (stocks) or investment objective summary (funds).
Number of full-time employees.
Company founding date.
Fund inception date.
Governance & Risk Indicators
Audit risk score.
Board risk score.
Compensation risk score.
Shareholder rights risk score.
Overall risk score.
Governance dataset reference date.
Compensation dataset reference date.
Market Price & Trading
Previous close price.
Market open price.
Intraday low price.
Intraday high price.
Closing price of the most recent completed regular session.
Price of the first trade of the current regular session.
Regular market intraday low.
Regular market intraday high.
Trading volume.
Trading volume for the regular market session.
Average trading volume.
Average volume over the last 10 trading days.
Average volume over the last 10 trading days (duplicate of average_volume_10days).
Bid price.
Ask price.
Bid size (shares/units).
Ask size (shares/units).
Price precision hint (decimal places).
Most recent traded price collected at the time indicated by insert_time. May reflect a delay of up to one hour.
Most recent traded price collected at the time indicated by current_price_update_time, normalized to USD. May reflect a delay of up to one hour.
Active price during the regular trading session and at market close, normalized to USD.
For US-listed assets, returns the closing price during pre-market and post-market hours.
Active price during the pre-market session, normalized to USD.
Outside pre-market hours, returns the last traded pre-market price. Returns null if no pre-market data is available.
Active price during the post-market session, normalized to USD.
Outside post-market hours, returns the last traded post-market price. Returns null if no post-market data is available.
Net asset value price (NAV).
Fund distribution yield.
Price Ranges
Lowest price in the last 52 weeks.
Highest price in the last 52 weeks.
All-time low price.
All-time high price.
50-day moving average.
200-day moving average.
Dividends & Distributions
Forward dividend rate.
Forward dividend yield.
Trailing 12-month dividend rate.
Trailing 12-month dividend yield.
Ex-dividend date.
Last dividend amount.
Last dividend payment date.
Five-year average dividend yield.
Dividend payout ratio.
Valuation & Multiples
Market capitalization.
Enterprise value (EV).
Trailing Price-to-Earnings (P/E) ratio.
Forward Price-to-Earnings (P/E) ratio.
Price-to-sales (P/S) ratio (TTM).
Book value per share.
Price-to-book (P/B) ratio.
Enterprise value-to-revenue (EV/Revenue) ratio.
Enterprise value-to-EBITDA (EV/EBITDA) ratio.
Methodology tag (e.g., GAAP/nonGAAP).
Shares & Ownership
Float shares.
Shares outstanding.
Implied shares outstanding.
Shares sold short.
Shares sold short as of the prior month.
Reference date for the prior month's short interest figure.
Reference date for the current short interest figure.
Short interest as a percentage of shares outstanding.
Short interest ratio.
Short interest as a percentage of float shares.
Percentage of shares held by insiders.
Percentage of shares held by institutions.
Percentage of shares held by insiders (duplicate of held_percent_insiders).
Percentage of shares held by institutions (duplicate of held_percent_institutions).
Percentage of float shares held by institutions.
Number of institutional holders.
Beta.
3-year beta.
5-year beta.
Insider Transactions
Reporting period for the insider transaction fields.
Number of insider buy transactions during period.
Total shares bought by insiders during period.
Insider buys during period, as a fraction of total insider shares.
Number of insider sell transactions during period.
Total shares sold by insiders during period.
Insider sells during period, as a fraction of total insider shares.
Total insider transactions (buy + sell) during period.
Net insider shares (buys - sells) during period.
Net insider shares during period, as a fraction of total insider shares.
Total insider shares held.
Corporate Actions
Ratio of the last stock split (e.g. "4:1").
Date of the last stock split.
Fiscal Dates & Reporting Periods
End date of the last fiscal year.
End date of the next fiscal year.
End date of the most recent quarter (MRQ).
Earnings & Growth
Quarterly earnings growth (YoY).
Earnings growth.
Revenue growth.
Net income available to common shareholders.
Trailing earnings per share (EPS).
Forward earnings per share (EPS) estimate.
Financial Highlights
Total cash and cash equivalents.
Cash and cash equivalents per share.
Earnings before interest, taxes, depreciation, and amortization (EBITDA).
Total debt.
Quick ratio.
Current ratio.
Total revenue for the period.
Debt-to-Equity (D/E).
Revenue per share.
Return on Assets (ROA).
Return on Equity (ROE).
Gross profit.
Free cash flow (FCF).
Operating cash flow (OCF).
Profit margin.
Gross margin.
EBITDA margin.
Operating margin.
Analyst Coverage
Analyst target high price.
Analyst target low price.
Analyst target mean price.
Analyst target median price.
Average analyst recommendation score.
Recommendation label (e.g., strong_buy).
Number of analyst opinions.
Fund Size & Fee-related Fields
Total assets.
Annual report expense ratio.
Annual holdings turnover.
Last capital gains distribution amount.
Morningstar overall rating (stars).
Morningstar risk rating.
Fund Performance - Trailing Returns
Year-to-date (YTD) return.
Year-to-date (YTD) return, expressed as a percentage.
Five-year average return.
One-year total return.
Three-year total return.
Trailing year-to-date (YTD) return.
Trailing 1-month return.
Trailing 3-month return.
Trailing 1-year return.
Trailing 3-year return.
Trailing 5-year return.
Trailing 10-year return.
Trailing return during the last bull market period.
Trailing return during the last bear market period.
Category trailing year-to-date (YTD) return.
Category trailing 1-month return.
Category trailing 3-month return.
Category trailing 1-year return.
Category trailing 3-year return.
Category trailing 5-year return.
Category trailing 10-year return.
Category trailing return during the last bull market.
Category trailing return during the last bear market.
Load-adjusted 1-year return.
Load-adjusted 3-year return.
Load-adjusted 5-year return.
Load-adjusted 10-year return.
Fund Ranks and Ratings
Category rank, year-to-date (YTD).
Category rank, 1-month.
Category rank, 3-month.
Category rank, 1-year.
Category rank, 3-year.
Category rank, 5-year.
Morningstar return rating.
Fund risk rating.
Number of years with a positive return.
Number of years with a negative return.
Best 1-year total return.
Best 3-year total return.
Worst 1-year total return.
Worst 3-year total return.
Fund Holdings - Exposure Breakdown
Percentage of fund assets held in cash.
Percentage of fund assets held in stocks.
Percentage of fund assets held in bonds.
Percentage of fund assets held in other instruments.
Percentage of fund assets held in preferred stock.
Percentage of fund assets held in convertible securities.
Price-to-earnings (P/E) ratio.
Holdings-weigted price-to-book (P/B) ratio.
Price-to-sales (P/S) ratio
Price-to-cash flow (P/CF) ratio.
Median market capitalization of fund holdings. .
3-year earnings growth.
Percentage of fund assets in the real estate sector.
Percentage of fund assets in the consumer cyclical sector.
Percentage of fund assets in the basic materials sector.
Percentage of fund assets in the consumer defensive sector.
Percentage of fund assets in the technology sector.
Percentage of fund assets in the communication services sector.
Percentage of fund assets in the financial services sector.
Percentage of fund assets in the utilities sector.
Percentage of fund assets in the industrials sector.
Percentage of fund assets in the energy sector.
Percentage of fund assets in the healthcare sector.
Estimates & Earnings Calendar
Consensus EPS estimate for the current quarter.
Label of the quarter used for the estimate (e.g. "4Q").
Current calendar quarter label (e.g. "4Q2025").
Year component of the current quarter estimate.
Current fiscal quarter label (e.g. "4Q2026").
Earnings announcement date.
Indicates whether earnings_date is estimated
Market Performance Deltas
52-week price change.
S&P 500 52-week price change.
Valuation Measures - Internal Snapshot
Enterprise value (EV) from valuation measures dataset.
May differ from enterprise_value due to dataset timing/methodology.
Enterprise value-to-EBITDA (EV/EBITDA) ratio from valuation measures dataset.
Enterprise value-to-revenue (EV/Revenue) ratio from valuation measures dataset.
Forward price-to-earnings (P/E) ratio from valuation measures dataset.
Market capitalization from valuation measures dataset.
Price-to-book (P/B) ratio from valuation measures dataset.
Price-to-earnings (P/E) ratio from valuation measures dataset.
Price/earnings-to-growth (PEG) ratio from valuation measures dataset..
Price-to-sales (P/S) ratio from valuation measures dataset.
Metadata
Timestamp of the most recent data update (ISO 8601).
{
"task_id": "06181838-0022-0022-0000-e0dd4e835f62",
"status_code": 20000,
"status_message": "OK",
"live": true,
"cost": 0.0023,
"data": {
"symbol": "NVDA",
"tag": "just tag"
},
"result": {
"symbol": "NVDA",
"display_name": "NVIDIA",
"quote_type": "equity",
"logo": "https://cdn.finimpulse.com/f77c41e6-f5cd-653b-1d73-b179528f1095",
"currency": "USD",
"address_1": "2788 San Tomas Expressway",
"city": "Santa Clara",
"state": "CA",
"zip": "95051",
"country": "United States",
"phone": "408 486 2000",
"website": "https://www.nvidia.com",
"industry": "Semiconductors",
"industry_key": "semiconductors",
"industry_disp": "Semiconductors",
"sector": "Technology",
"sector_key": "technology",
"sector_disp": "Technology",
"long_business_summary": "NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, Compute & Networking, and Graphics segments. The Compute & Networking segment provides data center accelerated computing and networking platforms and artificial intelligence solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment offers GeForce GPUs for gaming and PCs; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. The company's products are used in gaming, professional visualization, data center, and automotive markets. The company sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants worldwide. The company has a strategic collaboration with Tech Mahindra Limited, Lumentum Holdings Inc., Nebius Group N.V., IREN Limited, VinFast Auto Ltd., Autobrains Technologies Ltd, and SK hynix Inc. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.",
"full_time_employees": 42000,
"audit_risk": 5,
"board_risk": 10,
"compensation_risk": 4,
"share_holder_rights_risk": 6,
"overall_risk": 8,
"governance_epoch_date": "2026-06-04T00:00:00Z",
"compensation_as_of_epoch_date": "2026-12-31T00:00:00Z",
"ir_website": "http://phx.corporate-ir.net/phoenix.zhtml?c=116466&p=irol-IRHome",
"previous_close": 204.87,
"open": 204.73,
"day_low": 203.4385,
"day_high": 207.07,
"regular_market_previous_close": 204.87,
"regular_market_open": 204.73,
"regular_market_day_low": 203.4385,
"regular_market_day_high": 207.07,
"dividend_rate": 1,
"dividend_yield": 0.0049,
"ex_dividend_date": "2026-06-04T00:00:00Z",
"payout_ratio": 0.0061,
"five_year_avg_dividend_yield": 0.05,
"trailing_pe": 31.37156,
"volume": 93049848,
"regular_market_volume": 93049848,
"average_volume": 166129995,
"average_volume_10days": 188416280,
"average_daily_volume_10_day": 188416280,
"bid": 205.09,
"ask": 205.17,
"bid_size": 100,
"ask_size": 700,
"market_cap": 5023677808640,
"fifty_two_week_low": 140.85,
"fifty_two_week_high": 236.54,
"all_time_high": 236.54,
"all_time_low": 0.033333,
"price_to_sales_trailing_12_months": 19.60394,
"fifty_day_average": 206.3228,
"two_hundred_day_average": 189.1428,
"trailing_annual_dividend_rate": 0.04,
"trailing_annual_dividend_yield": 0.00019524,
"nav_price": null,
"yield": null,
"price_hint": 2,
"enterprise_value": 4917495857152,
"forward_pe": 16.120655,
"profit_margins": 0.62966,
"float_shares": 23225466000,
"shares_outstanding": 24221000000,
"shares_short": 284722716,
"shares_short_prior_month": 282926089,
"shares_short_previous_month_date": "2026-04-30T00:00:00Z",
"date_short_interest": "2026-05-29T00:00:00Z",
"shares_percent_shares_out": 0.01179999,
"held_percent_insiders": 0.03983999,
"held_percent_institutions": 0.7086,
"short_ratio": 1.71,
"short_percent_of_float": 0.0122,
"beta": 2.202,
"implied_shares_outstanding": 24221000000,
"category": "",
"book_value": 8.07,
"price_to_book": 25.423792,
"fund_family": "",
"legal_type": "",
"last_fiscal_year_end": "2026-01-25T00:00:00Z",
"next_fiscal_year_end": "2027-01-25T00:00:00Z",
"most_recent_quarter": "2026-04-26T00:00:00Z",
"earnings_quarterly_growth": 2.106,
"net_income_to_common": 159612993536,
"trailing_eps": 6.54,
"forward_eps": 12.72715,
"last_split_factor": "10:1",
"last_split_date": "2024-06-10T00:00:00Z",
"enterprise_to_revenue": 19.399,
"enterprise_to_ebitda": 29.71,
"52_week_change": 0.44305134,
"sand_p_52_week_change": 0.23713183,
"last_dividend_value": 0.25,
"last_dividend_date": "2026-06-04T00:00:00Z",
"morning_star_overall_rating": null,
"morning_star_risk_rating": null,
"annual_report_expense_ratio": null,
"beta_3_year": null,
"total_assets": null,
"founded_date": "1999-01-22T14:30:00Z",
"fund_inception_date": null,
"last_cap_gain": null,
"annual_holdings_turnover": null,
"ytd_return": null,
"beta_5_year": null,
"current_price": 209.7321,
"current_price_usd": 209.7321,
"regular_market_price_usd": 207.41,
"pre_market_price_usd": null,
"post_market_price_usd": 207.5492,
"target_high_price": 500,
"target_low_price": 180,
"target_mean_price": 298.9322,
"target_median_price": 288,
"recommendation_mean": 1.29032,
"recommendation_key": "strong_buy",
"number_of_analyst_opinions": 59,
"total_cash": 53171998720,
"total_cash_per_share": 2.197,
"ebitda": 165514002432,
"total_debt": 12814000128,
"quick_ratio": 2.139,
"current_ratio": 3.441,
"total_revenue": 253491003392,
"debt_to_equity": 6.555,
"revenue_per_share": 10.423,
"return_on_assets": 0.52727,
"return_on_equity": 1.14288,
"gross_profits": 187952005120,
"free_cashflow": 46335873024,
"operating_cashflow": 125648003072,
"earnings_growth": 2.145,
"revenue_growth": 0.852,
"gross_margins": 0.74144995,
"ebitda_margins": 0.65294,
"operating_margins": 0.65596,
"fund_category_name": null,
"trailing_ytd": null,
"trailing_one_month": null,
"trailing_three_month": null,
"trailing_one_year": null,
"trailing_three_year": null,
"trailing_five_year": null,
"trailing_ten_year": null,
"trailing_last_bull_mkt": null,
"trailing_last_bear_mkt": null,
"trailing_category_ytd": null,
"trailing_category_one_month": null,
"trailing_category_three_month": null,
"trailing_category_one_year": null,
"trailing_category_three_year": null,
"trailing_category_five_year": null,
"trailing_category_ten_year": null,
"trailing_category_last_bull_mkt": null,
"trailing_category_last_bear_mkt": null,
"load_adjusted_one_year": null,
"load_adjusted_three_year": null,
"load_adjusted_five_year": null,
"load_adjusted_ten_year": null,
"rank_ytd": null,
"rank_one_month": null,
"rank_three_month": null,
"rank_one_year": null,
"rank_three_year": null,
"rank_five_year": null,
"morning_star_return_rating": null,
"ytd_return_pct": null,
"five_yr_avg_return_pct": null,
"num_years_up": null,
"num_years_down": null,
"best_one_yr_total_return": null,
"best_three_yr_total_return": null,
"worst_one_yr_total_return": null,
"worst_three_yr_total_return": null,
"one_year_total_return": null,
"three_year_total_return": null,
"risk_rating": null,
"insiders_percent_held": 0.03983999,
"institutions_percent_held": 0.7086,
"institutions_float_percent_held": 0.73800004,
"institutions_count": 7555,
"period": "6m",
"buy_info_count": 16,
"buy_info_shares": 61375018,
"buy_percent_insider_shares": 0.068,
"sell_info_count": 21,
"sell_info_shares": 3320567,
"sell_percent_insider_shares": 0.004,
"net_info_count": 37,
"net_info_shares": 58054451,
"net_percent_insider_shares": 0.064,
"total_insider_shares": 964127936,
"cash_position": null,
"stock_position": null,
"bond_position": null,
"other_position": null,
"preferred_position": null,
"convertible_position": null,
"price_to_earnings": null,
"price_to_book_holding": null,
"price_to_sales": null,
"price_to_cashflow": null,
"median_market_cap": null,
"three_year_earnings_growth": null,
"realestate": null,
"consumer_cyclical": null,
"basic_materials": null,
"consumer_defensive": null,
"technology": null,
"communication_services": null,
"financial_services": null,
"utilities": null,
"industrials": null,
"energy": null,
"healthcare": null,
"current_quarter_estimate": null,
"current_quarter_estimate_date": "",
"current_calendar_quarter": "",
"current_quarter_estimate_year": null,
"current_fiscal_quarter": "",
"earnings_date": null,
"is_earnings_date_estimate": null,
"financial_currency": "USD",
"default_methodology": "",
"valuation_measures_enterprise_value": 4595096520000,
"valuation_measures_enterprises_value_ebitda_ratio": 38.5851,
"valuation_measures_enterprises_value_revenue_ratio": 24.5541,
"valuation_measures_forward_pe_ratio": 24.9377,
"valuation_measures_market_cap": 4645223520000,
"valuation_measures_pb_ratio": 39.069308,
"valuation_measures_pe_ratio": 47.309406,
"valuation_measures_peg_ratio": 0.7215,
"valuation_measures_ps_ratio": 25.106609,
"insert_time": "2026-06-12T19:58:57Z"
}
}Notes
- Percent-like fields are returned as fractions (e.g., 0.02 = 2%).
- If you need guaranteed completeness for a specific functional block (e.g., full financial statements, full holdings, or events), use the dedicated endpoint for that block.