KPIs & guidance - David

These endpoints expose the operating KPIs and forward guidance management discloses alongside earnings, plus non-GAAP reconciliations.

Guidance

GET /kpi/guidance

Management guidance ranges and point estimates by metric and period.

Parameter	Type	Required	Default	Description
`scenario_id`	string	Yes	-	The world to read from.
`ticker`	string	Yes	-	Ticker symbol to query.
`period`	string	No	all	Filter by guidance period label.
`as_of`	date	No	-	Point-in-time cutoff.
`limit`	integer	No	10	Page size (max 100).
`offset`	integer	No	0	Pagination offset.

curl -s "https://api.davidhf.com/kpi/guidance?scenario_id=<id>&ticker=AAPL" \
  -H "X-API-KEY: YOUR_API_KEY"

dd.financials.kpi_guidance("AAPL", scenario_id="<id>")

{
  "kpi_guidance": [
    {
      "ticker": "AAPL",
      "metric_name": "revenue",
      "period": "Q2 2026",
      "period_type": "quarter",
      "unit": "USD",
      "low": 120000000000,
      "high": 124000000000,
      "point_estimate": 122000000000,
      "prior_value": 119500000000,
      "change_direction": "raised",
      "raw_text": "We expect second-quarter revenue between $120B and $124B.",
      "source_url": "https://.../"
    }
  ]
}

KPI metrics

GET /kpi/metrics

Sector-aware operating KPIs derived from each period’s statements.

Parameter	Type	Required	Default	Description
`scenario_id`	string	Yes	-	The world to read from.
`ticker`	string	Yes	-	Ticker symbol to query.
`period`	string	No	`quarterly`	`quarterly` \| `annual`.
`limit`	integer	No	8	Page size (max 100).
`offset`	integer	No	0	Pagination offset.

curl -s "https://api.davidhf.com/kpi/metrics?scenario_id=<id>&ticker=AAPL" \
  -H "X-API-KEY: YOUR_API_KEY"

dd.financials.kpi_metrics("AAPL", scenario_id="<id>")

Non-GAAP

GET /kpi/non-gaap

Non-GAAP metrics and their reconciliation to GAAP for each period.

Parameter	Type	Required	Default	Description
`scenario_id`	string	Yes	-	The world to read from.
`ticker`	string	Yes	-	Ticker symbol to query.
`period`	string	No	`quarterly`	`quarterly` \| `annual`.
`limit`	integer	No	8	Page size (max 100).
`offset`	integer	No	0	Pagination offset.

curl -s "https://api.davidhf.com/kpi/non-gaap?scenario_id=<id>&ticker=AAPL" \
  -H "X-API-KEY: YOUR_API_KEY"

dd.financials.kpi_non_gaap("AAPL", scenario_id="<id>")

{ "non_gaap": [ { "ticker": "AAPL", "report_period": "2026-03-31", "adjusted_eps": 2.31, "...": "..." } ] }

Discovery helpers

GET /kpi/metrics/tickers
GET /kpi/metrics/sectors

/tickers returns tickers with KPI metrics; /sectors returns the distinct sectors present. Both take only scenario_id.

{ "sectors": ["Technology", "Energy", "Financials", "..."] }