lake.sec_quarterly_financials dataset schema

Save this page's SQL as query.sql and the runner below as query.py. Use a registered key with lake scope from Developers. The runner submits the displayed sec_quarterly_financials query once, saves its operation, waits on that same ID, saves the returned manifest and downloads its Parquet parts.

This submission has not been executed for the reference page. Inspect the SQL, dates and resource limits before running it. Reuse the request key only for this identical SQL and limits; use a new key when changing them.

python3 -m pip install nexustrade==1.42.0
export NEXUSTRADE_API_KEY="YOUR_LAKE_SCOPED_KEY"
python3 query.py

import json
from pathlib import Path
from nexustrade import NexusTradeClient

# Save the SQL displayed on this page as query.sql.
sql = Path("query.sql").read_text()
client = NexusTradeClient.from_environment()
operation = client.create_lake_query(
    {"query": sql, "limits": {"timeoutSeconds": 30, "maxRows": 50,
                              "maxResultBytes": 1048576}},
    idempotency_key="reference-sec_quarterly_financials-20261012-v1",
)
Path("query-operation.json").write_text(json.dumps(operation, indent=2))
finished = client.wait_for_lake_query(operation["id"])
if finished["status"] != "completed":
    raise RuntimeError(finished)
manifest = client.get_lake_query_manifest(operation["id"])["result"]
Path("query-manifest.json").write_text(json.dumps(manifest, indent=2))
print(json.dumps(manifest, indent=2))
for part in manifest["parts"]:
    Path(f"query-{part['part']}.parquet").write_bytes(
        client.download_lake_query_part(operation["id"], part["part"], max_bytes=1048576)
    )

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Current logical schema for lake.sec_quarterly_financials

Query lake.sec_quarterly_financials using the column names and types below. The query validator and engine use this logical catalog; a field absent from an older shard returns typed NULL.

Native-currency SEC XBRL quarterly statements. Prefer `canonical_quarterly_financials` for USD comparisons and backtest parity. `date` carries the saved availability timestamp; inspect `availabilitySource` and filing provenance for its basis.

SEC XBRL quarterly fundamentals. The row key includes `accession`, so one period can appear more than once — a restatement is a second row, not an update.

Collapse to the latest revision before any TTM, CAGR, or per-period aggregate: `QUALIFY ROW_NUMBER() OVER (PARTITION BY ticker, cast(periodEnd as date) ORDER BY filed DESC, date DESC) = 1`. Partition by `cast(date as date)` instead when `periodEnd` is null.

`revenueDerivation` records the exact inputs to constructed Q4 revenue (`annual_minus_prior_quarters`: the annual and Q1–Q3 rows; `annual_minus_nine_month_ytd`: the annual row and the nine-month year-to-date fact, used when Q1–Q3 were not all filed before the 10-K), including retained direct/composed raw fact identities. Values in this JSON remain in native reporting units even on USD canonical rows. Cash-flow revisions preserve this revenue origin; NULL on legacy shards means unknown provenance.

`quarterlyFlowProvenance` is JSON for YTD-subtracted operating cash flow or capex, including both SEC input facts and their filing identities. A later revision also records its original base filing. It does not yet describe FY-minus-prior-quarters Q4 synthesis. NULL on an older shard does not establish that a flow was directly reported.

Fiscal labels and interval metadata can be NULL on older shards. `reportingCurrency` identifies the native monetary unit; use canonical statements for USD comparisons. Has no `sector` or `industry` column. Use `year(cast(date as date))` for an availability calendar year, `stock_industries` for boolean theme tags, and `index_constituents` for GICS-style sector and industry strings.