QuantConnect Lean Unifies Financial Statement Period Ending Date Property Name

QuantConnect Lean engine has standardized the period ending date property name to PeriodEndingDate across all financial statement classes. Previously, balance s

QuantConnect Lean engine has standardized the period ending date property name to PeriodEndingDate across all financial statement classes. Previously, balance sheet (BS), income statement (IS), and cash flow statement (CF) each had prefixed property names creating redundancy, but since each class already identifies the statement type, the prefixes have been removed. The unified FinancialStatements.PeriodEndingDate maintains the filing-based date, and unnecessary consensus-related wording has been removed from the summary description.

QuantConnect Lean — C#/Python Backtesting & Live Trading Engine · Release 18082: Name each statement's period ending date PeriodEndingDate · 2026-09-11

QuantConnect Lean engine has standardized the period ending date property name to PeriodEndingDate across all financial statement classes. Previously, balance sheet (BS), income statement (IS), and cash flow statement (CF) each had prefixed property names creating redundancy, but since each class already identifies the statement type, the prefixes have been removed. The unified FinancialStatements.PeriodEndingDate maintains the filing-based date, and unnecessary consensus-related wording has been removed from the summary description.

weltiq perspective: Code handling financial statement data in backtests becomes more concise, and the consistent approach to accessing period ending dates across balance sheets, income statements, and cash flow statements improves strategy development efficiency.

Release Notes Excerpt

The statement class already says which statement the date belongs to, so the BS, IS and CF prefixes only repeated it: BalanceSheet.PeriodEndingDate, IncomeStatement.PeriodEndingDate and CashFlowStatement.PeriodEndingDate. The merged FinancialStatements.PeriodEndingDate is dated by the filing the statements were reported in, as before; its summary no longer describes a consensus, which the data showed unnecessary. Co-Authored-By: Claude Fable 5.1 noreply@anthropic.com

Source: https://github.com/QuantConnect/Lean/releases/tag/18082