MarkedDocs Periods and point-in-time

Financial statements / Time

Periods and point-in-time data.

Ask what was knowable at a historical moment without accidentally including a later filing or restatement.

Reporting dimensions

FieldMeaning
period=annualDuration facts with an approximately annual reporting interval.
period=quarterlyFacts identified as a fiscal quarter or quarterly-duration interval.
period=anyAll facts, including records that cannot be classified safely.
basisChoose consolidated or standalone accounts.
as_ofOnly observations known at or before this timezone-aware timestamp.

Restatements

Marked appends observations instead of overwriting history. The canonical read chooses one eligible observation per concept, period and basis using deterministic source-quality rules. The provenance tool returns the full observation history.

Backtest rule

Always set as_of to the simulated decision time. Filtering only by fiscal year can still introduce information published later.

Some filings carry neither a fiscal quarter nor a usable period start. They appear with period=any and are excluded from annual or quarterly filters rather than guessed.