API Reference
Namespaces
Classes
Events
Global
Externals

Class: FinancialsBase

FinancialsBase ()

Abstract base class for all Financials datasets Contains shared functionality for transformQuote, addToChart, and panel determination


new FinancialsBase()

Members


dataIdentifier

Get the data identifier for this financial dataset


frequency

Get the frequency for this financial dataset

Since:
  • 10.2.0


queryType

Get the query type for this financial dataset

Methods


addToChart(chartEngine, symbolIdentifier, params)

Add dataset series to the chart engine.

Parameters:
Name Type Description
chartEngine CIQ.ChartEngine

Chart engine instance

symbolIdentifier SymbolIdentifier

Symbol identifier for the series

params object

Additional series parameters

Returns:

Promise that resolves when the series is added

Type
Promise.<any>

buildQuery(baseQuery)

Build query for API request

Parameters:
Name Type Description
baseQuery object

Base Financials query object

Returns:

Query object for the API

Type
object

findSiblingDatasetByFrequency(chartEngine, targetFrequency)

Finds the dataset class for a different frequency of this same dataset. Filters the registry at runtime to find matching dataset constructor.

Parameters:
Name Type Description
chartEngine CIQ.ChartEngine

Chart engine instance with registry

targetFrequency string

The target frequency identifier

Since:
  • 10.2.0

Returns:

The dataset class or null if not found

Type
DatasetConstructor.<FinancialsBase> | null

getAvailableIntervals(chartEngine)

Get all frequency variants for this dataset's dataIdentifier Filters the registry at runtime to find all datasets with matching dataIdentifier

Parameters:
Name Type Description
chartEngine CIQ.ChartEngine

Chart engine instance with registry

Since:
  • 10.2.0

Returns:

Map of frequency values to display labels for dropdown

Type
Record.<string, string>

getPanel()

Income Statement and Balance Sheet data go in "financials" panel, others in "chart"

Returns:

Panel name

Type
string

swapToVariant(chartEngine, seriesId, targetFrequency)

Swaps this financial dataset series to a different frequency variant (e.g., Yearly to Quarterly) while preserving other parameters.

Parameters:
Name Type Description
chartEngine CIQ.ChartEngine

The chart engine instance

seriesId string

The current series identifier

targetFrequency string

The target frequency ("Yearly" or "Quarterly")

Since:
  • 10.2.0

Returns:

True if the series was successfully swapped, false otherwise

Type
boolean

transformQuote(response, query)

Transform API response

Parameters:
Name Type Description
response object

API Resposne

query object

Query object

Returns:

Array of quote-like objects for the chart

Type
Array.<any>