Trace profit through the reported structure
Follow revenue, gross profit, operating income, net income, and diluted EPS while retaining the company’s reported period, date, currency, and line-item context.
Finance Agent capability
Read a Company’s Financial Statements as Reported
Pineify Finance Agent retrieves as-reported financial data and displays selected income-statement, balance-sheet, and cash-flow metrics in period cards. Use the common rows to locate questions, then inspect the supplied tags and official filing. The card does not reproduce the issuer’s full statement layout or every reported line.
Opens Finance Agent with an Apple annual as-reported financial-statement question ready to send.
One view across three statements
Connect reported profit, position, and cash movement
Choose a ticker and annual or quarterly records; the default is five records and the tool supports up to 50. The returned data contains reported tags, while the card reads a fixed selection of common tags. If an issuer uses a different tag, a visible dash may mean the card could not map the figure, not that the filing omitted it.
The line-items count is the number of keys in the returned data, not the number of rows displayed or proof of a complete filing. Free Cash Flow is calculated in the card as operating cash flow minus the absolute value of payments to acquire property, plant, and equipment; it is not necessarily an issuer-reported subtotal.
Use cases
Ways to use full as-reported statements
Relate the balance sheet to the business
Review assets, liabilities, equity, cash, and debt beside the income statement to frame questions about liquidity, leverage, and how the company is financed.
Connect earnings with cash decisions
Compare the displayed operating, investing, and financing cash totals with reported profit. Ask for individual capital-spending, dividend, or buyback tags when available; these are not separate rows in the card.
Prompt examples
As-reported statement questions you can ask Finance Agent
“Show Apple’s two latest available annual financial statements as reported. Keep the reported period, statement date, currency, revenue, gross profit, operating income, net income, diluted EPS, total assets, total liabilities, shareholder equity, operating cash flow, investing cash flow, financing cash flow, and reported line-item context together for each year.”“Compare Microsoft’s latest available annual financial statements as reported. Highlight how profit, assets and liabilities, equity, and operating, investing, and financing cash flow changed, then identify which source lines and filing notes I should verify.”“Review NVIDIA’s latest available quarterly financial statements as reported. Keep the three statement sections connected, preserve issuer-specific labels where available, and point out the period, currency, classifications, and unusual movements that deserve filing follow-up.”
FAQ
Questions about as-reported financial statements
The returned dataset retains reported tags rather than only standardized statement fields. The visible card still uses fixed labels and selected tags, so it is a summary of that dataset, not the original filing’s presentation.
The view brings the reported income statement, balance sheet, and cash flow together for the selected periods, with common profit, position, cash-flow, period, currency, and line-item context surfaced for research.
No guarantee is implied. Finance Agent presents an organized summary of available reported data, while the filing may include additional lines, notes, classifications, and explanations. Open the official source to verify material conclusions.
This lookup retrieves reported-tag data across the three statements in one request. Standardized statements map source figures into common fields. Both use summary cards; inspect raw tags or the official filing when the issuer’s presentation or a missing mapping matters.
First establish each figure’s duration. Interim cash-flow statements can be year-to-date even when a record is labeled quarterly, while balance-sheet amounts are point-in-time. Do not add cumulative interim flows or quarterly balances. Confirm dates, currency, and tags in the filing before calculating changes.
No independent audit or guarantee is implied. The result reflects the latest available reported period and may change after an amendment or restatement. Confirm material figures and subsequent events with the company or regulator.
Start with the reported numbers, then verify the filing
Use the combined view to spot the figures and periods worth investigating, then confirm definitions, units, classifications, notes, amendments, and source documents before relying on a conclusion.
Open Finance AgentFor informational and research use only. No output is investment advice or a guarantee of future performance.