Financial Datasets API.

Find the institutional investors (13F filers such as hedge funds and asset managers) that have holdings data, by name or part of a name. Pass the optional name to narrow the list; omit it to list every covered investor. Returns the matching investor names in one response.

Get 13F institutional holdings two ways: by ticker for the institutional investors that hold a stock, or by filer_cik for the positions one investment manager holds. Supply ticker or filer_cik (at least one), and narrow by report_period or a report period range. Each holding returns the investor, the ticker, the report period, shares held and market value. Up to 100 holdings per page with a cursor.

Get the income statement, balance sheet and cash flow statement of a public company together in one response, by ticker or CIK. Choose period annual, quarterly or ttm (trailing twelve months); limit up to 100 periods per page, with a cursor for the next page. Narrow by report_period or filing_date, each with gte, lte, gt and lt bounds. Each period returns standardized line items such as revenue, net income, total assets, total debt and free cash flow.

Get the balance sheets of a public company as reported in its SEC filings, keeping the company's own line items and labels for assets, liabilities and shareholders' equity at the end of each period. Supply a ticker or CIK and period annual or quarterly; limit up to 100 balance sheets per page, with a cursor for the next page. Narrow by report_period with gte, lte, gt and lt bounds.

Get the cash flow statements of a public company as reported in its SEC filings, keeping the company's own line items and labels for operating, investing and financing cash flows. Supply a ticker or CIK and period annual or quarterly; limit up to 100 statements per page, with a cursor for the next page. Narrow by report_period with gte, lte, gt and lt bounds.

Get the financial statements of a public company as reported in its SEC filings, keeping the company's own line items and labels: income statement, balance sheet and cash flow statement together, by ticker or CIK. Choose period annual or quarterly; limit up to 100 periods per page, with a cursor for the next page. Narrow by report_period with gte, lte, gt and lt bounds.

Get the income statements of a public company as reported in its SEC filings, keeping the company's own line items and labels for revenue, expenses, profit and earnings per share. Supply a ticker or CIK and period annual or quarterly; limit up to 100 statements per page, with a cursor for the next page. Narrow by report_period with gte, lte, gt and lt bounds.

Get the standardized balance sheets of a public company by ticker or CIK: total assets, current assets, cash and equivalents, total liabilities, current liabilities, total debt and shareholders' equity at the end of each period. Choose period annual, quarterly or ttm (trailing twelve months); limit up to 100 balance sheets per page, with a cursor for the next page. Narrow by report_period or filing_date, each with gte, lte, gt and lt bounds.

Get the standardized cash flow statements of a public company by ticker or CIK: cash from operating, investing and financing activities, capital expenditure, free cash flow, dividends paid and share issuance or repurchase for each period. Choose period annual, quarterly or ttm (trailing twelve months); limit up to 100 statements per page, with a cursor for the next page. Narrow by report_period or filing_date, each with gte, lte, gt and lt bounds.

Get the policy interest rates set by one central bank over time: each rate with its date. Supply bank (required), the code of the central bank; optionally narrow with start_date and end_date (YYYY-MM-DD). Use it to chart rate hikes and cuts across recent months.

Get the earnings reports of a public company by its ticker (required): for each reporting period, the headline results such as revenue and earnings per share. Limit up to 40 reports per page; pass the returned cursor to read the next page. Use it to follow a company's recent earnings releases.

Get financial news headlines about a public company, found by its stock ticker (optional): each article with its title, source, publish date and link. Limit up to 10 articles per page; pass the returned cursor to page through more articles.

Get the financial metrics of a public company for each reporting period, by ticker or CIK: valuation ratios such as price to earnings and enterprise value to EBITDA, profit margins, return on equity, liquidity and leverage ratios, and growth rates. Choose period annual, quarterly or ttm (trailing twelve months); limit up to 100 periods per page, with a cursor for the next page. Narrow by report_period or filing_date, each with gte, lte, gt and lt bounds.

Get the forward guidance a public company issues for coming periods: its own forecast, often a low and high range, for metrics such as revenue, earnings per share or margins. Supply a ticker (required); optionally a metric_name to return one guided metric, period quarterly or annual, and report_period_gte / report_period_lte bounds. Limit up to 50 guidance records per page, with a cursor for the next page.

Get the price bars of one stock ticker between start_date and end_date (both required, YYYY-MM-DD): open, high, low, close and trading volume for each bar. Choose interval day, week, month or year. One page per call; pass the returned cursor to read the next page of a long range.

Get the standardized income statements of a public company by ticker or CIK: revenue, cost of revenue, gross profit, operating expense, operating income, net income and earnings per share for each period. Choose period annual, quarterly or ttm (trailing twelve months); limit up to 100 statements per page, with a cursor for the next page. Narrow by report_period or filing_date, each with gte, lte, gt and lt bounds.

Get the holdings of an index fund or ETF by the fund's ticker, or find which index funds hold a given stock by passing holding (at least one of ticker or holding). Optionally set as_of for a past date and asset_class to equity or bond. Each row pairs one fund with one holding and its position as of that date. Up to 100 holdings per page, paged with offset or cursor.

Get the values of one inflation series over time, such as a consumer price index (CPI) series: each observation with its date and value. Supply series (required), the code of the series; optionally narrow with start_date and end_date (YYYY-MM-DD), and pass the returned cursor to read the next page. Use it to chart how prices rose across recent months.

Get the text of the item sections of a company's 10-K, 10-Q or 8-K by ticker, filing type and year. Supply ticker, filing_type and year; add quarter for a 10-Q, item (such as Item-1A or Item-7) for a single section, accession_number to pick one filing, and include_exhibits to add the exhibits. Each item returns its name and full text. An item that the filing does not have returns no result; some filings take up to a minute to prepare.

Get the non-GAAP measures a public company reports alongside its GAAP results, such as adjusted EBITDA, adjusted earnings per share and adjusted operating income, for each period. Supply a ticker (required); optionally a metric_name to return one measure, period quarterly or annual, and report_period_gte / report_period_lte bounds. Limit up to 50 metrics per page, with a cursor for the next page.

Get the operating KPIs a public company discloses about its business, such as subscribers, units shipped, users or same-store sales, with the value for each period. Supply a ticker (required); optionally a metric_name to return one KPI, period quarterly or annual, and report_period_gte / report_period_lte bounds. Limit up to 50 metrics per page, with a cursor for the next page.

Get the most recent financial metrics of a public company in one record, by ticker or CIK: market capitalization, valuation ratios such as price to earnings and price to book, profit margins, return on equity, leverage ratios and growth rates as of now. No period or date to choose; the response is the most recent value of each metric.

Get the reference facts of one listed company by stock ticker or CIK (at least one): name, CIK, ticker, sector, industry, SIC code with its SIC sector and industry, exchange, location, whether it is still active, and a link to its SEC filings. One company per call; a ticker or CIK outside the covered companies returns no result.

Get the segmented financial statements of a public company by ticker or CIK: income statement, balance sheet and cash flow line items broken down by business segment, product line and geographic region, as disclosed in its filings. Choose period annual or quarterly; limit up to 100 periods per page, with a cursor for the next page. Narrow by report_period with gte, lte, gt and lt bounds.

Get the balance sheets of a public company broken down by business segment and geographic region, as disclosed in its filings: balance sheet line items such as assets for each segment at the end of each period. Supply a ticker or CIK and period annual or quarterly; limit up to 100 balance sheets per page, with a cursor for the next page. Narrow by report_period with gte, lte, gt and lt bounds.

Get the cash flow statements of a public company broken down by business segment and geographic region, as disclosed in its filings: cash flow line items such as capital expenditure and depreciation for each segment and period. Supply a ticker or CIK and period annual or quarterly; limit up to 100 statements per page, with a cursor for the next page. Narrow by report_period with gte, lte, gt and lt bounds.

Get the income statements of a public company broken down by business segment, product line and geographic region, as disclosed in its filings: revenue and profit for each segment and period. Supply a ticker or CIK and period annual or quarterly; limit up to 100 statements per page, with a cursor for the next page. Narrow by report_period with gte, lte, gt and lt bounds.

Get the policy interest rate in force now at one central bank, with its date. Supply bank (required), the code of the central bank; there is no date to choose. One record per call, for checking the benchmark rate that monetary policy has set as of today.

Get the latest government bond yield curve in one record, with no input: the yield at each maturity, from short-term bills out to long-term bonds, as of the most recent date. Use it to read today's yields and whether the curve is inverted.

Get the most recent value of an inflation series, such as a consumer price index (CPI) series, with its date. Series, the code of the series, is optional; supply it to get the reading of that one series. No date range to choose; use it to check where inflation stands today.

Get the latest price snapshot of one stock by its ticker (required): the last traded price, the day's change in amount and percent, and the time of the last trade. One record per call, for checking what a share of stock trades at now.

Get the government bond yield curve for each day in a date range: the yield at each maturity, from short-term bills out to long-term bonds. Optionally narrow with start_date and end_date (YYYY-MM-DD); pass the returned cursor to read the next page. Use it to track how yields and the curve's slope moved over recent months.

List Schedule 13D and 13G beneficial ownership filings, where an investor reports owning more than 5% of a company's shares. Supply ticker for the stakes held in one company, or filer_cik for the stakes one filer holds (at least one). Set type to activist (13D) or passive (13G), add the optional history flag, and narrow by filing date. Each filing returns the filer, shares owned and percent of class. Up to 100 filings per page with a cursor.

List activist stakes disclosed on Schedule 13D, filed when an investor owns more than 5% of a company and intends to influence it. Supply ticker for the activists in one company, or filer_cik for the stakes one activist investor holds (at least one); add the optional history flag and a filing date range. Each stake returns the filer, shares owned and percent of class. Up to 100 stakes per page with a cursor; a company with no activist filings returns none.

List the central banks whose policy interest rates are available, with the bank code to pass as bank when asking for a rate series or the current rate. Takes no input and returns the whole bank list in one response.

List every SEC CIK number that has company facts available: the company profile with sector, industry and exchange. Takes no input and returns the whole CIK list in one response. Use it to check whether a registrant is covered by its CIK before asking for its profile.

List every SEC CIK number whose filings are available. Takes no input and returns the whole CIK list in one response. Use it to check whether a registrant is covered by its CIK before asking for its filings.

List every index fund and ETF ticker whose holdings are available. Takes no input and returns the whole fund ticker list in one response. Use it to check whether a fund is covered before asking for its holdings.

List the inflation series that are available, with the series identifier to pass as series when asking for an inflation time series or the latest reading. Takes no input and returns the whole series list in one response.

List the share holdings that a company's insiders reported on SEC Form 3 (initial statement of ownership) and Form 5 (annual statement), with amendments. Supply ticker; optionally filter by insider name, form_type (3, 3/A, 5, 5/A) or a filing date range. Each holding returns the insider, the security and the number of shares held as filed. Up to 100 holdings per page with a cursor.

List insider trades in one company by ticker, taken from SEC Form 4 and Form 5 filings and their amendments. Supply ticker; optionally filter by insider name, transaction_type, form_type (4, 4/A, 5, 5/A) or a filing date range. Each trade returns the insider's name and title, transaction date, shares bought or sold, price per share, transaction value and shares owned after the trade. Up to 100 trades per page with a cursor.

List initial public offerings and other registration filings, optionally narrowed by ticker, cik, classification (ipo, spac, shell_company, resale or other) and a filing date range. Call it with no filter to scan recent IPOs across the market. Each IPO filing identifies the company by ticker and CIK with its classification and filing date. Up to 100 IPOs per page with a cursor.

List the item sections that each filing type contains, with each item's code (such as Item-1A) and its title. Pass the optional filing_type to get the items of a single form; omit it for every supported form. Use the codes as the item value when asking for one section.

List the latest price snapshot of every covered stock in one response, with no input: about 14,000 tickers, each with its last price and the day's change in amount and percent. The response is large (around 2 MB), so use it to scan or rank all stocks in the market at once.

List a company's SEC filings by ticker or CIK, optionally narrowed to one or more form types: 10-K, 10-Q, 8-K, 20-F or 6-K. Supply ticker or cik (at least one) and an optional filing_type list. Each filing returns its form type, accession number, report date and a link to the filing on EDGAR. Up to 100 filings per page with a cursor for the next page.

List the fields that the stock screener accepts in its filters, so a caller can build a valid screen before running it. Takes no input and returns the whole list of filter field names in one response.

List the SEC filing types (form types such as 10-K, 10-Q and 8-K) that the company filings data covers and accepts as a filter. Takes no input and returns the whole list of filing type values in one response.

List every ticker that has 13F institutional holdings data available. Takes no input and returns the whole ticker list in one response. Use it to check whether a stock is covered before asking which institutional investors hold it.

List every ticker that has company facts available: the company profile with sector, industry and exchange. Takes no input and returns the whole ticker list in one response. Use it to check whether a stock is covered before asking for its profile.

List every ticker that has earnings data available. Takes no input and returns the whole ticker list in one response. Use it to check which stocks are covered before asking for a company's earnings.

List every ticker that has a current financial metrics snapshot (valuation and ratio figures) available. Takes no input and returns the whole ticker list in one response. Use it to check whether a stock is covered before asking for its latest metrics.

List every ticker that has historical stock price data (price bars over a date range) available. Takes no input and returns the whole ticker list in one response. Use it to check whether a stock is covered before asking for its price history.

List every ticker that has a latest price snapshot available. Takes no input and returns the whole ticker list in one response. Use it to check whether a stock is covered before asking for its latest price.

List every ticker that has company-reported operating KPIs available: business metrics outside the standard financial statements. Takes no input and returns the whole ticker list in one response. Use it to check whether a company is covered before asking for its KPI values.

List every ticker whose SEC filings are available. Takes no input and returns the whole ticker list in one response. Use it to check whether a stock is covered before asking for its filings.

Look up only the financial line items you name, such as revenue or net income, for up to 20 tickers in one request. Supply line_items (1 to 20 item names) and tickers (1 to 20); optionally choose period annual, quarterly or ttm (trailing twelve months). Returns just the requested line items for each ticker and period; limit up to 100 results.

Show which sectors have company-reported operating KPIs available: business metrics outside the standard financial statements. Takes no input and returns the whole sector list in one response. Use it to see which parts of the market the KPI data covers.

Search public companies whose financial data match a set of conditions and return the matching companies and tickers. Supply filters, 1 to 20 of them, each with a field (a financial metric or line item name such as revenue), an operator (gt, lt, gte, lte, eq or in) and a value (a number, a text or a list); every filter must hold. Limit up to 100 companies per page.