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GET
List metrics

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Query Parameters

include
string | null

Add a uniquely resolved reporting_period when available.

Allowed value: "calendar"
filter
string | null

WHERE-style comparisons joined by AND, applied before grouping. Supports =, !=, >, >=, <, <= and null. Extension fields require an applicable metric_type; issuer_id aliases the holding's canonical issuer.

Required string length: 1 - 1000
concept
enum<string> | null

Filter a financial statement line, including NII bridge components. Narrows to FINANCIAL_LINE_ITEM.

Available options:
REVENUE,
ADJUSTED_EBITDA,
DEPRECIATION_AMORTIZATION,
OPERATING_INCOME,
INTEREST_EXPENSE,
PIK_INTEREST_EXPENSE,
PRETAX_INCOME,
INCOME_TAX_EXPENSE,
NET_INCOME,
CASH_FROM_OPERATIONS,
CHANGE_IN_NWC,
CAPEX,
INTEREST_PAID,
INCOME_TAXES_PAID,
DIVIDENDS_PAID,
SHARE_REPURCHASES,
DEBT_ISSUANCE,
DEBT_REPAYMENTS,
CASH_AND_EQUIVALENTS,
TOTAL_DEBT,
SECURED_DEBT,
TOTAL_EQUITY,
GROSS_PROFIT,
EBITDA,
ACCOUNTS_RECEIVABLE,
INVENTORY,
TOTAL_CURRENT_ASSETS,
NET_PROPERTY_PLANT_EQUIPMENT,
GOODWILL_AND_INTANGIBLES,
TOTAL_ASSETS,
ACCOUNTS_PAYABLE,
TOTAL_CURRENT_LIABILITIES,
SHORT_TERM_DEBT,
LONG_TERM_DEBT,
LEASE_LIABILITIES,
PENSION_LIABILITIES,
TOTAL_LIABILITIES,
ACQUISITIONS,
ASSET_SALE_PROCEEDS,
NET_CHANGE_IN_CASH,
STOCK_BASED_COMPENSATION,
COST_OF_REVENUE,
SGA_EXPENSE,
RESEARCH_AND_DEVELOPMENT,
TOTAL_OPERATING_EXPENSES,
NONOPERATING_INCOME_EXPENSE,
INTEREST_INCOME,
EQUITY_METHOD_INCOME,
NONCONTROLLING_INTEREST_INCOME,
IMPAIRMENT_CHARGES,
CASH_FROM_INVESTING,
CASH_FROM_FINANCING,
DEFERRED_INCOME_TAXES,
CHANGE_IN_RECEIVABLES,
CHANGE_IN_INVENTORY,
CHANGE_IN_PAYABLES,
FX_EFFECT_ON_CASH,
STOCK_ISSUANCE_PROCEEDS,
PREFERRED_STOCK_VALUE,
NONCONTROLLING_INTEREST_EQUITY,
OTHER_ASSETS_NONCURRENT,
OTHER_LIABILITIES_NONCURRENT,
OTHER_CURRENT_ASSETS,
OTHER_CURRENT_LIABILITIES,
DEFERRED_TAX_LIABILITIES,
DEFERRED_TAX_ASSETS,
OPERATING_LEASE_ROU_ASSET,
EQUITY_METHOD_INVESTMENTS,
SHORT_TERM_INVESTMENTS,
INTEREST_PAYABLE,
INCOME_TAXES_PAYABLE,
TOTAL_INVESTMENT_INCOME,
CASH_INTEREST_INCOME,
PIK_INTEREST_INCOME,
DIVIDEND_INCOME,
CASH_DIVIDEND_INCOME,
PIK_DIVIDEND_INCOME,
INTEREST_AND_DIVIDEND_INCOME,
CAPITAL_STRUCTURING_FEES,
INVESTMENT_FEE_INCOME,
OTHER_FEE_INCOME,
OTHER_INVESTMENT_INCOME,
BASE_MANAGEMENT_FEES,
INCOME_INCENTIVE_FEES,
CAPITAL_GAINS_INCENTIVE_FEES,
COMBINED_INCENTIVE_FEES,
ADMINISTRATIVE_EXPENSES,
OTHER_GA_EXPENSES,
SHAREHOLDER_SERVICING_FEES,
TOTAL_INVESTMENT_EXPENSES,
EXPENSES_BEFORE_FEE_WAIVERS,
FEE_WAIVERS_REIMBURSEMENTS,
NII_BEFORE_TAX,
INVESTMENT_INCOME_TAX,
NET_INVESTMENT_INCOME,
NII_PER_SHARE,
NII_PER_SHARE_BASIC,
NII_PER_SHARE_DILUTED,
WEIGHTED_AVERAGE_SHARES_BASIC,
WEIGHTED_AVERAGE_SHARES_DILUTED,
PROFESSIONAL_FEES,
DIRECTORS_FEES,
EXPENSES_INCLUDING_TAXES,
NET_INTEREST_INCOME_EXPENSE,
DISCONTINUED_OPERATIONS_INCOME,
NET_INCOME_INCLUDING_NCI,
TEMPORARY_EQUITY,
TOTAL_INVESTMENTS_FAIR_VALUE,
TOTAL_INVESTMENTS_COST,
REALIZED_INVESTMENT_GAIN_LOSS,
UNREALIZED_INVESTMENT_GAIN_LOSS,
REALIZED_INVESTMENT_GAIN_LOSS_BEFORE_TAX,
UNREALIZED_INVESTMENT_GAIN_LOSS_BEFORE_TAX,
GAAP_EPS_BASIC,
GAAP_EPS_DILUTED
event_id
string<uuid> | null

Filter metrics by event id.

company_id
string<uuid> | null

Filter metrics by company id.

sector_id
string<uuid> | null

Filter metrics by sector id.

metric_type
enum<string> | null

Filter metrics by type. Discriminator for the metric single-table hierarchy.

Available options:
FINANCIAL_LINE_ITEM,
LEVERAGE_TARGET,
CURRENT_LEVERAGE,
CAPITAL_ALLOCATION_PRIORITY,
LIQUIDITY,
PIK_INCOME,
PIK_COLLECTIONS,
FIRST_LIEN_SHARE,
NON_ACCRUAL_SHARE,
FLOATING_RATE_SHARE,
CORPORATE_DEBT_RATE_EXPOSURE,
SPILLOVER_INCOME,
UNDISTRIBUTED_NII,
INDUSTRY_EXPOSURE,
RETURN_ON_EQUITY,
CHEMICALS_VOLUME,
CHEMICALS_CAPACITY_UTILIZATION,
PRODUCT_SEGMENT_MIX,
END_MARKET_EXPOSURE,
CUSTOMER_CONCENTRATION,
GEOGRAPHIC_EXPOSURE,
MAINTENANCE_GROWTH_CAPEX_SPLIT,
PRIMARY_INPUT_COST_DRIVERS,
PRODUCTION_VOLUME,
CASH_OPERATING_COST,
PROVED_RESERVES,
REALIZED_PRICE_HEDGE,
STATED_BREAKEVEN,
RATE_BASE_CAPEX_PLAN,
COMMS_SUBSCRIBERS_NET_ADDS,
COMMS_ARPU_ARPA,
COMMS_CHURN,
COMMS_NETWORK_FOOTPRINT,
DEBT_TO_CAPITAL,
HOMEBUILDING_GROSS_MARGIN,
NAV_GAV,
TOTAL_LIABILITIES,
SHARES_OUTSTANDING,
PORTFOLIO_HOLDING
leverage_metric_type
enum<string> | null

Filter to a specific leverage sub-type. Implicitly narrows to leverage metrics (LEVERAGE_TARGET, CURRENT_LEVERAGE).

Available options:
DEBT_TO_EBITDA,
FFO_TO_DEBT,
MOODYS_CFO_TO_DEBT,
S_AND_P_FFO_TO_DEBT,
FITCH_FFO_TO_DEBT,
DEBT_TO_CAPITALIZATION,
DEBT_TO_EQUITY,
PORTFOLIO_DEBT_TO_EBITDA,
PORTFOLIO_AVG_LOAN_TO_VALUE
liquidity_type
enum<string> | null

Filter to a specific liquidity sub-type. Implicitly narrows to LIQUIDITY metrics. Sub-type for LIQUIDITY metrics.

Available options:
BALANCE_SHEET,
CREDIT_FACILITY,
OTHER
priority_category
enum<string> | null

Filter to a specific capital-allocation category. Implicitly narrows to CAPITAL_ALLOCATION_PRIORITY metrics.

Available options:
DEBT_REDUCTION,
SHAREHOLDER_RETURNS,
M_AND_A,
ORGANIC_GROWTH,
OTHER
row_role
enum<string> | null

Filter by Schedule-of-Investments row role. Implicitly narrows to PORTFOLIO_HOLDING metrics. Persisted investment or source-reported portfolio adjustment.

Available options:
DATA,
AGGREGATE_ADJUSTMENT
instrument_class
enum<string> | null

Filter by Schedule-of-Investments instrument class. Implicitly narrows to PORTFOLIO_HOLDING metrics. Coarse instrument kind, derived from the row's type context.

Available options:
DEBT,
EQUITY,
FUND,
CASH_EQUIVALENT,
DERIVATIVE,
OTHER
issuer_id
string<uuid> | null

Filter portfolio holdings by canonical issuer id.

holding_scope
enum<string> | null

Filter portfolio holdings by control scope or JV look-through scope. The 1940-Act control scope section a holding is printed under.

UNKNOWN preserves honest source uncertainty when the filing does not disclose 1940-Act control scope. JOINT_VENTURE marks rows from a non-filer entity's sub-schedule (a JV look-through).

Available options:
UNKNOWN,
NON_CONTROLLED_NON_AFFILIATED,
NON_CONTROLLED_AFFILIATED,
CONTROLLED,
JOINT_VENTURE
exposure_vehicle
enum<string> | null

Filter portfolio holdings by economic exposure vehicle. Economic vehicle through which the BDC owns a position.

Available options:
DIRECT_OPERATING_COMPANY,
JOINT_VENTURE,
INVESTMENT_FUND,
OTHER,
UNCLEAR
exclude_exposure_vehicle
enum<string>[]

Repeat to exclude exposure vehicles before aggregation and totals.

Economic vehicle through which the BDC owns a position.

Available options:
DIRECT_OPERATING_COMPANY,
JOINT_VENTURE,
INVESTMENT_FUND,
OTHER,
UNCLEAR
cursor
string | null

Opaque cursor for pagination.

limit
integer
default:50

Maximum number of records to return.

Required range: 1 <= x <= 200
group_by
enum<string>[]

Repeat to select an explicit grouped representation, for example group_by=event_id&group_by=issuer_id.

Allowlisted grouped representations of the public metric collection.

Available options:
event_id,
issuer_id,
facility_id,
maturity_year
sort_by
string
default:id

Public scalar field used to sort metrics. Extension fields require metric_type; grouped requests accept their response dimensions and aggregates.

Required string length: 1 - 64
Pattern: ^[a-z][a-z0-9_]*$
sort_order
enum<string>
default:asc

Sort direction. Null values sort last.

Available options:
asc,
desc
calendar_year
integer | null

Filter by reporting period-end calendar year.

Required range: 2 <= x <= 9998
calendar_quarter
integer | null

Filter by reporting period-end calendar quarter.

Required range: 1 <= x <= 4

Response

Successful Response

data
Metric · object[]
required
has_more
boolean
required
next_cursor
string | null
calendar_unresolved_company_ids
string<uuid>[]

Companies left out of a calendar_year filter because some of their fiscal periods cannot be placed on a single reporting period.