Data sources · Step 9 of 18
Executive summary
The six HTML sections on executive_summary, including financials_review, filtered by category.
What it is
An executive summary is a set of six written sections on one company. Each row in executive_summary holds one section as HTML. category tells you which section it is, and content holds the text. name currently matches category, so you can ignore it.
financials_review is a written review of reported results. It doesn’t contain statement line items.
Each refresh adds new rows rather than replacing old ones, so a company has several rows per section. To get the current version, filter by category and sort by updated_at descending.
Sections are categories on executive_summary, not knowledge units, so filter category rather than ku.name.
How Entity executive_summary · Filter category = recent_performance, business_review, financials_review, industry_analysis, technical_analysis, mgmt_analysis · Join company as company
Values
{
"entity": "executive_summary",
"select": [
"id",
"name",
"category",
"content",
"company.symbol",
"updated_at"
],
"filters": [
{
"field": "category",
"op": "=",
"value": "business_review"
},
{
"field": "company.symbol",
"op": "=",
"value": "NVDA"
}
],
"joins": [
{
"relation": "company",
"alias": "company"
}
],
"sort": [
{
"field": "updated_at",
"direction": "desc"
}
],
"limit": 3
}