Here you can find a list of all API endpoints, along with their descriptions, required or optional query parameters, and sample responses.
If you are planning to display our data on your website or app, you need to provide attribution. In this case, all you need to do is add a link to https://financialdata.net/documentation with the text "Data provided by financialdata.net." The attribution link can also be included in your terms of service.
When making requests, ensure that each URL ends with ?key=API_KEY. If the URL already contains other query parameters, use &key=API_KEY when adding the API key.
Some API endpoints may specify a limit on records to be retrieved per API call. To retrieve all the data available from these endpoints, use the offset parameter. For example, if the record limit is 500, then with the first API call, you will retrieve records 0–499, with the second API call records 500–999, etc.
Get a list of stock symbols for publicly traded US and international companies. The list contains thousands of trading symbols as well as the names of the companies whose shares they identify. There is a limit of 500 records per API call.
https://financialdata.net/api/v1/stock-symbols
| Name | Type | Description | Example |
|---|---|---|---|
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 500 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "A",
"registrant_name": "AGILENT TECHNOLOGIES, INC."
},
{
"trading_symbol": "AA",
"registrant_name": "Alcoa Corp"
},
{
"trading_symbol": "AACB",
"registrant_name": "Artius II Acquisition Inc."
},
...
]An exchange-traded fund (ETF) is a type of investment fund that trades on the stock exchange. ETFs own financial assets such as stocks, bonds, currencies, futures contracts, or commodities. Our API can provide you with a list of a few thousand ETF trading symbols, together with their descriptions. There is a limit of 500 records per API call.
https://financialdata.net/api/v1/etf-symbols
| Name | Type | Description | Example |
|---|---|---|---|
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 500 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "AAA",
"description": "AAF First Priority CLO Bond ETF"
},
{
"trading_symbol": "AADR",
"description": "AdvisorShares Dorsey Wright ADR ETF"
},
{
"trading_symbol": "AALL",
"description": "GraniteShares 2x Long AAL Daily ETF"
},
...
]A mutual fund is an investment fund that pools money from multiple investors to buy securities. Mutual funds are not traded on stock exchanges but can be purchased and sold through brokerage firms or fund companies. This API endpoint returns a few thousand fund symbols, along with additional information. There is a limit of 500 records per API call.
https://financialdata.net/api/v1/mutual-fund-symbols
| Name | Type | Description | Example |
|---|---|---|---|
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 500 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "AAAAX",
"fund_name": "DWS RREEF Real Assets Fund, Class A"
},
{
"trading_symbol": "AAAEX",
"fund_name": "Virtus KAR Health Sciences Fund, P"
},
{
"trading_symbol": "AAAIX",
"fund_name": "STRATEGIC ALLOCATION: AGGRESSIVE FUND, I CLASS"
},
...
]The commodity market covers the trading of raw materials like oil, gold, coffee, etc. This API endpoint provides trading symbols and additional information for major commodities.
https://financialdata.net/api/v1/commodity-symbols
| Name | Type | Description | Example |
|---|---|---|---|
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "BZ:NMX",
"description": "Brent Crude Oil Futures (NYMEX)"
},
{
"trading_symbol": "CJ:NMX",
"description": "Cocoa Futures (NYMEX)"
},
{
"trading_symbol": "CL:NMX",
"description": "Crude Oil Futures (NYMEX)"
},
...
]The over-the-counter (OTC) market is where securities are traded through a network of brokers and dealers rather than on a centralized exchange. OTC stocks typically indicate ownership of equity in smaller companies that do not meet the requirements for regular listings. Our API gives you access to thousands of OTC symbols and additional information about them. There is a limit of 500 records per API call.
https://financialdata.net/api/v1/otc-symbols
| Name | Type | Description | Example |
|---|---|---|---|
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 500 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "AAALY",
"title_of_security": "Aareal Bank AG Unsponsored American Depository Receipt (Germany)"
},
{
"trading_symbol": "AABB",
"title_of_security": "Asia Broadband Inc Common Stock"
},
{
"trading_symbol": "AABVF",
"title_of_security": "Aberdeen International Inc Ordinary Shares"
},
...
]The API endpoint provides more than 10 years of daily historical stock prices and volumes. The data covers several thousand US and international companies. There is a limit of 300 records per API call.
https://financialdata.net/api/v1/stock-prices?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security. | MSFT |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 300 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"date": "2024-12-04",
"open": 433.03,
"high": 439.67,
"low": 432.63,
"close": 437.42,
"volume": 26009430.0
},
{
"trading_symbol": "MSFT",
"date": "2024-12-03",
"open": 429.84,
"high": 432.47,
"low": 427.74,
"close": 431.2,
"volume": 18301990.0
},
...
]The API endpoint provides more than 7 years of one-minute historical prices and volumes. The data is available for over 10,000 securities, including US stocks, international stocks, and exchange-traded funds. There is a limit of 300 records per API call.
https://financialdata.net/api/v1/minute-prices?identifier=MSFT&date=2020-01-15
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security. | MSFT |
| date | string | The date in YYYY-MM-DD format. | 2020-01-15 |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 300 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"time": "2020-01-15 20:59:00",
"open": 163.14,
"high": 163.26,
"low": 163.1,
"close": 163.25,
"volume": 5633.0
},
{
"trading_symbol": "MSFT",
"time": "2020-01-15 20:58:00",
"open": 163.065,
"high": 163.18,
"low": 163.055,
"close": 163.145,
"volume": 15777.0
},
...
]An exchange-traded fund (ETF) is a type of investment fund that trades on the stock exchange. ETFs own financial assets such as stocks, bonds, currencies, futures contracts, or commodities. Our API provides more than 10 years of end-of-day historical prices and volumes for major exchange-traded funds. There is a limit of 300 records per API call.
https://financialdata.net/api/v1/etf-prices?identifier=SPY
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for an ETF. | SPY |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 300 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "SPY",
"date": "2024-12-03",
"open": 603.39,
"high": 604.16,
"low": 602.341,
"close": 603.91,
"volume": 26906630.0
},
{
"trading_symbol": "SPY",
"date": "2024-12-02",
"open": 602.97,
"high": 604.32,
"low": 602.47,
"close": 603.63,
"volume": 31745990.0
},
...
]The commodity market comprises the trading of raw materials such as oil, gold, coffee, etc. Our API offers over ten years of end-of-day historical prices and volumes for major commodities. There is a limit of 300 records per API call.
https://financialdata.net/api/v1/commodity-prices?identifier=ZC
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a commodity. | ZC |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 300 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "ZC",
"date": "2024-12-03",
"open": 425.0,
"high": 428.0,
"low": 422.75,
"close": 423.25,
"volume": 4078.0
},
{
"trading_symbol": "ZC",
"date": "2024-12-02",
"open": 423.0,
"high": 425.5,
"low": 420.75,
"close": 424.5,
"volume": 3877.0
},
...
]The over-the-counter (OTC) market is a market in which securities are traded through a network of brokers and dealers rather than on a centralized exchange. OTC stocks often represent ownership of equity in smaller companies that do not meet the requirements for regular listings. The API endpoint provides over ten years of daily historical prices and volumes for more than 10,000 OTC securities. There is a limit of 300 records per API call.
https://financialdata.net/api/v1/otc-prices?identifier=AABB
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security. | AABB |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 300 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "AABB",
"date": "2024-12-04",
"open": 0.0271,
"high": 0.0271,
"low": 0.024,
"close": 0.0248,
"volume": 6592169.0
},
{
"trading_symbol": "AABB",
"date": "2024-12-03",
"open": 0.0235,
"high": 0.029,
"low": 0.0235,
"close": 0.0265,
"volume": 6828867.0
},
...
]Over-the-counter (OTC) stocks typically represent ownership of equity in smaller companies that do not meet the criteria for regular listings. Some stocks may not be liquid at all. The API endpoint provides information about the monthly share volume traded for a certain security.
https://financialdata.net/api/v1/otc-volume?identifier=AABB
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security. | AABB |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "AABB",
"title_of_security": "Asia Broadband Inc Common Stock",
"month_start_date": "2024-10-01",
"monthly_volume": 140366022,
"previous_monthly_volume": 263720143,
"volume_year_to_date": 2237440816
},
{
"trading_symbol": "AABB",
"title_of_security": "Asia Broadband Inc Common Stock",
"month_start_date": "2024-09-01",
"monthly_volume": 263720143,
"previous_monthly_volume": 692420804,
"volume_year_to_date": 2097074794
},
...
]This API endpoint provides basic information about the company, such as its LEI number, industry, contact information, and other key facts. The data covers a few thousand US and international companies.
https://financialdata.net/api/v1/company-information?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"isin_number": "US5949181045",
"lei_number": null,
"ein_number": "911144442",
"exchange": "Nasdaq",
"sic_code": "7372",
"sic_description": "Services-Prepackaged Software",
"fiscal_year_end": "0630",
"state_of_incorporation": "WA",
"address_street": "ONE MICROSOFT WAY",
"address_city": "REDMOND",
"address_state": "WA",
"address_zip_code": "98052-6399",
"address_country": "UNITED STATES",
"address_country_code": "US",
"phone_number": "425-882-8080",
"mailing_address": "ONE MICROSOFT WAY, REDMOND, WA, 98052-6399",
"business_address": "ONE MICROSOFT WAY, REDMOND, WA, 98052-6399",
"former_name": null,
"industry": "Information technology",
"founding_date": "1975-04-04",
"chief_executive_officer": "Satya Nadella",
"number_of_employees": 228000,
"website": "https://www.microsoft.com/",
"market_cap": 2800000000000.0,
"shares_issued": null,
"shares_outstanding": 7434880776,
"description": "Microsoft Corporation is an American multinational technology conglomerate headquartered in Redmond, Washington. Founded in 1975, the company became highly influential in the rise of personal computers through software like Windows, and the company has since expanded to Internet services, cloud computing, video gaming and other fields. Microsoft is the largest software maker, one of the most valuable public U.S. companies, and one of the most valuable brands globally."
}
]Market capitalization, or market cap, is the total value of a company's outstanding common shares held by investors. Market cap is calculated by multiplying the market price per common share by the total number of common shares outstanding. Our API provides historical market cap data for a few thousand companies.
https://financialdata.net/api/v1/market-cap?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"fiscal_year": "2024",
"market_cap": 2800000000000.0,
"change_in_market_cap": 1000000000000.0,
"percentage_change_in_market_cap": 55.5555555555556,
"shares_outstanding": 7433038381,
"change_in_shares_outstanding": 3274659,
"percentage_change_in_shares_outstanding": 0.0440748740138738
},
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"fiscal_year": "2023",
"market_cap": 1800000000000.0,
"change_in_market_cap": -700000000000.0,
"percentage_change_in_market_cap": -28.0,
"shares_outstanding": 7429763722,
"change_in_shares_outstanding": -28128150,
"percentage_change_in_shares_outstanding": -0.377159530907181
},
...
]This API endpoint returns the total number of company employees for a particular year. The historical data covers several thousand US and international companies.
https://financialdata.net/api/v1/employee-count?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"fiscal_year": "2024",
"employee_count": 228000
},
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"fiscal_year": "2023",
"employee_count": 221000
},
...
]Executive compensation includes both financial and non-financial benefits provided by their employer. It is usually a combination of a base salary, variable performance-based bonuses, and other benefits. The API endpoint provides historical executive compensation data for several thousand US and international companies. There is a limit of 100 records per API call.
https://financialdata.net/api/v1/executive-compensation?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 100 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"executive_name": "Christopher D. Young",
"executive_position": "Executive Vice President",
"fiscal_year": "2024",
"salary": 850000.0,
"bonus": 0.0,
"stock_awards": 9040931.0,
"incentive_plan_compensation": 2023680.0,
"other_compensation": 120092.0,
"total_compensation": 12034703.0
},
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"executive_name": "Bradford L. Smith",
"executive_position": "Chair, President",
"fiscal_year": "2024",
"salary": 1000000.0,
"bonus": 0.0,
"stock_awards": 18684175.0,
"incentive_plan_compensation": 3642750.0,
"other_compensation": 112868.0,
"total_compensation": 23439793.0
},
...
]A security is a tradable financial instrument. The term may refer to a variety of investments, including stocks, bonds, notes, limited partnership interests, investment contracts, and others. This API endpoint provides basic information about the securities, such as their trading symbol, issuer, local and international identification numbers, and other details.
https://financialdata.net/api/v1/securities-information?identifier=AAPL
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | One of the following values: a security's trading symbol, the CUSIP (Committee on Uniform Securities Identification Procedures) number, or the ISIN (International Securities Identification Number). | AAPL, 594918104, US5949181045 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "AAPL",
"issuer_name": "APPLE INC",
"cusip_number": "037833100",
"isin_number": "US0378331005",
"figi_identifier": "BBG000B9XRY4",
"security_type": "Common Stock"
}
]An income statement, also called a profit and loss statement, is a financial statement that shows a company's income and expenses over a period of time. It indicates how revenue is turned into net income, or profit. Using our API, you can access all the individual financial items that make up an income statement. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/income-statements?identifier=MSFT&period=year
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| period | string | (Optional) The accounting period for which the entity's financial statements are prepared. By default, statements are returned for all accounting periods. | year, quarter |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"fiscal_year": "2024",
"fiscal_period": "FY",
"period_end_date": "2024-06-30",
"revenue": 245122000000.0,
"cost_of_revenue": 74114000000.0,
"gross_profit": 171008000000.0,
"research_and_development_expenses": 29510000000.0,
"general_and_administrative_expenses": 7609000000.0,
"operating_expenses": null,
"operating_income": 109433000000.0,
"interest_expense": 2935000000.0,
"interest_income": 3157000000.0,
"net_income": 88136000000.0,
"earnings_per_share_basic": 11.86,
"earnings_per_share_diluted": 11.8,
"weighted_average_shares_outstanding_basic": 7431000000,
"weighted_average_shares_outstanding_diluted": 7469000000
},
...
]A balance sheet, often known as a statement of financial position, summarizes an individual or organization's financial balances. A typical corporate balance sheet has two sides: assets on the left and financing on the right, which itself includes liabilities and equity. Our API allows you to access all of the individual financial items that comprise a balance sheet statement. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/balance-sheet-statements?identifier=MSFT&period=year
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| period | string | (Optional) The accounting period for which the entity's financial statements are prepared. By default, statements are returned for all accounting periods. | year, quarter |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"fiscal_year": "2024",
"fiscal_period": "FY",
"period_end_date": "2024-06-30",
"cash_and_cash_equivalents": 90143000000.0,
"marketable_securities_current": 57228000000.0,
"accounts_receivable": 56924000000.0,
"inventories": 1246000000.0,
"non_trade_receivables": null,
"other_assets_current": 26021000000.0,
"total_assets_current": 159734000000.0,
"marketable_securities_non_current": 14600000000.0,
"property_plant_and_equipment": 135591000000.0,
"other_assets_non_current": 36460000000.0,
"total_assets_non_current": 301369000000.0,
"total_assets": 512163000000.0,
"accounts_payable": 21996000000.0,
"deferred_revenue": 57582000000.0,
"short_term_debt": 2249000000.0,
"other_liabilities_current": 19185000000.0,
"total_liabilities_current": 125286000000.0,
"long_term_debt": 44937000000.0,
"other_liabilities_non_current": 27064000000.0,
"total_liabilities_non_current": 118400000000.0,
"total_liabilities": 243686000000.0,
"common_stock": 100923000000.0,
"retained_earnings": 173144000000.0,
"accumulated_other_comprehensive_income": -5590000000.0,
"total_shareholders_equity": 268477000000.0
},
...
]A cash flow statement is a financial statement that indicates how changes in balance sheet accounts and income affect cash and cash equivalents, breaking down the analysis into operating, investing, and financing activities. Essentially, the cash flow statement is concerned with the flow of cash into and out of the business. Our API allows you to access all of the individual financial items that compose a cash flow statement. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/cash-flow-statements?identifier=MSFT&period=year
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| period | string | (Optional) The accounting period for which the entity's financial statements are prepared. By default, statements are returned for all accounting periods. | year, quarter |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"fiscal_year": "2024",
"fiscal_period": "FY",
"period_end_date": "2024-06-30",
"depreciation_and_amortization": 22287000000.0,
"share_based_compensation_expense": 10734000000.0,
"deferred_income_tax_expense": -4738000000.0,
"other_non_cash_income_expense": null,
"change_in_accounts_receivable": 7191000000.0,
"change_in_inventories": -1284000000.0,
"change_in_non_trade_receivables": null,
"change_in_other_assets": null,
"change_in_accounts_payable": 3545000000.0,
"change_in_deferred_revenue": 5348000000.0,
"change_in_other_liabilities": null,
"cash_from_operating_activities": 118548000000.0,
"purchases_of_marketable_securities": 17732000000.0,
"sales_of_marketable_securities": 24775000000.0,
"acquisition_of_property_plant_and_equipment": 44477000000.0,
"acquisition_of_business": null,
"other_investing_activities": 1298000000.0,
"cash_from_investing_activities": -96970000000.0,
"tax_withholding_for_share_based_compensation": 5300000000.0,
"payments_of_dividends": 22296000000.0,
"issuance_of_common_stock": 2002000000.0,
"repurchase_of_common_stock": 17254000000.0,
"issuance_of_long_term_debt": null,
"repayment_of_long_term_debt": null,
"other_financing_activities": -1309000000.0,
"cash_from_financing_activities": -37757000000.0,
"change_in_cash": -16389000000.0,
"cash_at_end_of_period": 90143000000.0,
"income_taxes_paid": 23400000000.0,
"interest_paid": 1700000000.0
},
...
]Liquidity ratios evaluate how quickly assets can be turned into cash to meet the company's short-term obligations. The API endpoint provides key liquidity ratios calculated based on data obtained from the company's financial statements. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/liquidity-ratios?identifier=MSFT&period=year
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| period | string | (Optional) The accounting period for which the entity's financial statements are prepared. By default, statements are returned for all accounting periods. | year, quarter |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"fiscal_year": "2024",
"fiscal_period": "FY",
"period_end_date": "2024-06-30",
"working_capital": 34448000000.0,
"current_ratio": 1.27495490318152,
"cash_ratio": 0.719497789058634,
"quick_ratio": 1.63062912057213,
"days_of_inventory_outstanding": 2.97460668699571,
"days_sales_outstanding": 90.1168295787404,
"days_payables_outstanding": 117.05619046334,
"cash_conversion_cycle": -23.9647541976042,
"sales_to_working_capital_ratio": 6.77619284569028,
"cash_to_current_liabilities_ratio": 1.17627667895854,
"working_capital_to_debt_ratio": 0.730047047853177,
"cash_flow_adequacy_ratio": 1.06121206695909,
"sales_to_current_assets_ratio": 1.53456371217149,
"cash_to_current_assets_ratio": 0.922602576783903,
"cash_to_working_capital_ratio": 2.61678471899675,
"inventory_to_working_capital_ratio": 0.0344446287388732,
"net_debt": -42957000000.0
},
...
]Solvency ratios evaluate a company's ability to meet its long-term debts and obligations. The API endpoint returns key solvency ratios calculated using data from the company's financial statements. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/solvency-ratios?identifier=MSFT&period=year
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| period | string | (Optional) The accounting period for which the entity's financial statements are prepared. By default, statements are returned for all accounting periods. | year, quarter |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"fiscal_year": "2024",
"fiscal_period": "FY",
"period_end_date": "2024-06-30",
"equity_ratio": 0.524202255922431,
"debt_coverage_ratio": null,
"asset_coverage_ratio": 8.24664095282499,
"interest_coverage_ratio": null,
"debt_to_equity_ratio": 0.17575434767224,
"debt_to_assets_ratio": 0.0921308255379635,
"debt_to_capital_ratio": 0.149482200954816,
"debt_to_income_ratio": null,
"cash_flow_to_debt_ratio": 2.51235535964057
},
...
]Efficiency ratios, also known as activity financial ratios, are used to evaluate how effectively a company uses its assets and resources. The API endpoint provides key efficiency ratios calculated using data obtained from the company's financial statements. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/efficiency-ratios?identifier=MSFT&period=year
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| period | string | (Optional) The accounting period for which the entity's financial statements are prepared. By default, statements are returned for all accounting periods. | year, quarter |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"fiscal_year": "2024",
"fiscal_period": "FY",
"period_end_date": "2024-06-30",
"asset_turnover_ratio": 0.478601538963182,
"inventory_turnover_ratio": 122.705298013245,
"accounts_receivable_turnover_ratio": 4.05029783788696,
"accounts_payable_turnover_ratio": 3.17218166901571,
"equity_multiplier": 1.90766061897295,
"days_sales_in_inventory": 2.97460668699571,
"fixed_asset_turnover_ratio": 1.55308101463922,
"days_working_capital": 51.2949470059807,
"working_capital_turnover_ratio": 7.11571063632141,
"days_cash_on_hand": null,
"capital_intensity_ratio": 2.08942077822472,
"sales_to_equity_ratio": 0.913009308059908,
"inventory_to_sales_ratio": 0.00246407911162605,
"investment_turnover_ratio": 0.77653066719888,
"sales_to_operating_income_ratio": 2.23992762694982
},
...
]Profitability ratios evaluate a company's ability to generate profits from sales or operations, balance sheet assets, or shareholder equity. The API endpoint provides key profitability ratios calculated using data from the company's financial statements. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/profitability-ratios?identifier=MSFT&period=year
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| period | string | (Optional) The accounting period for which the entity's financial statements are prepared. By default, statements are returned for all accounting periods. | year, quarter |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"fiscal_year": "2024",
"fiscal_period": "FY",
"period_end_date": "2024-06-30",
"ebit": 114471000000.0,
"ebitda": 136758000000.0,
"profit_margin": 0.35955972944085,
"gross_margin": 0.697644438279714,
"operating_margin": 0.446442995732737,
"operating_cash_flow_margin": 0.483628560471928,
"return_on_equity": 0.328281379782998,
"return_on_assets": 0.172085839859576,
"return_on_debt": 1.86784215657186,
"cash_return_on_assets": 0.231465373328413,
"cash_turnover_ratio": 2.71925718025803
},
...
]Valuation ratios determine how appropriately shares in a company are valued and what type of return an investor is likely to obtain. The API endpoint provides key valuation ratios calculated using data obtained from the company's financial statements. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/valuation-ratios?identifier=MSFT&period=year
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| period | string | (Optional) The accounting period for which the entity's financial statements are prepared. By default, statements are returned for all accounting periods. | year, quarter |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"fiscal_year": "2024",
"fiscal_period": "FY",
"period_end_date": "2024-06-30",
"dividends_per_share": 3.00040371417037,
"dividend_payout_ratio": 0.252985136102055,
"book_value_per_share": 36.1293231059077,
"retention_ratio": 0.747027321412363,
"net_fixed_assets": 113304000000.0
},
...
]Federal securities laws require insiders, including officials, directors, and those holding more than 10% of a company's securities, to report their purchases, sales, and holdings. The API endpoint gives comprehensive information about each of the transactions. The data is available for a few thousand US companies. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/insider-transactions?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"insider_name": "Numoto Takeshi",
"insider_central_index_key": "0001899931",
"relationship_to_issuer": "EVP, Chief Marketing Officer",
"is_derivatives_transaction": false,
"title_of_security": "Common Stock",
"transaction_date": "2024-12-04",
"transaction_code": "S",
"transaction_description": "Open market or private sale of non-derivative or derivative security",
"amount_of_securities": 2000,
"price_per_security": 437.317,
"acquired_or_disposed": "D",
"title_of_underlying_security": null,
"amount_of_underlying_securities": null,
"securities_owned_following_transaction": 51851,
"ownership_form": "D",
"nature_of_indirect_ownership": null
},
...
]When an executive officer, director, or affiliate of a company places an order to sell its stock within a three-month period in which the sale exceeds 5,000 shares or the aggregate sales price exceeds $50,000, the order must be reported to the US Securities and Exchange Commission. Our API provides comprehensive information for each of these transactions. The data is available for a few thousand US companies. There is a limit of 100 records per API call.
https://financialdata.net/api/v1/proposed-sales?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 100 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"seller_name": "Althoff Judson",
"relationship_to_issuer": "Officer",
"title_of_security": "Common",
"broker_name": "Fidelity Brokerage Services LLC",
"amount_of_securities_to_be_sold": 25000,
"market_value": 10425000.0,
"amount_of_securities_outstanding": 7434880776,
"approximate_date_of_sale": "2024-11-22",
"exchange": "NASDAQ",
"acquisition_period_start": "2023-08-30",
"acquisition_period_end": "2023-08-31",
"nature_of_acquisition_transaction": "Restricted Stock Vesting",
"names_of_persons_from_whom_acquired": "Issuer"
},
...
]Members of the United States Senate are required to disclose any purchase, sale, or exchange of a stock, bond, commodity future, or other security when the transaction exceeds $1,000. The API endpoint provides detailed data about each of the transactions made. There is a limit of 100 records per API call.
https://financialdata.net/api/v1/senate-trading?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security. | MSFT |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 100 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"name_of_reporting_person": "Thomas H Tuberville",
"type_of_reporting_person": "Senator",
"report_date": "2024-11-15",
"transaction_number": "5",
"transaction_type": "Sale (Full)",
"transaction_date": "2024-10-29",
"owner_type": "Joint",
"trading_symbol": "MSFT",
"asset_name": "Microsoft Corporation - Common Stock",
"asset_type": "Stock",
"amount": "$15,001 - $50,000",
"comment": null
},
{
"name_of_reporting_person": "Shelley M Capito",
"type_of_reporting_person": "Senator",
"report_date": "2024-10-05",
"transaction_number": "4",
"transaction_type": "Sale (Partial)",
"transaction_date": "2024-09-20",
"owner_type": "Spouse",
"trading_symbol": "MSFT",
"asset_name": "Microsoft Corp",
"asset_type": "Stock",
"amount": "$1,001 - $15,000",
"comment": null
},
...
]Members of the US House of Representatives are obliged to disclose any transactions involving stocks, bonds, commodities futures, or other securities worth more than $1,000. The API endpoint provides comprehensive data about each transaction completed. There is a limit of 100 records per API call.
https://financialdata.net/api/v1/house-trading?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security. | MSFT |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 100 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"name_of_reporting_person": "Marjorie Taylor Mrs Greene",
"report_date": "2024-11-27",
"state": "GA14",
"transaction_number": "13",
"transaction_type": "Purchase",
"transaction_date": "2024-11-25",
"owner_type": null,
"trading_symbol": "MSFT",
"asset_name": "Microsoft Corporation - Common Stock",
"asset_type": "Stocks (including ADRs)",
"amount": "$1,001 - $15,000",
"notification_date": "2024-11-26"
},
{
"name_of_reporting_person": "Josh Gottheimer",
"report_date": "2024-11-06",
"state": "NJ05",
"transaction_number": "28",
"transaction_type": "Sale (Partial)",
"transaction_date": "2024-10-03",
"owner_type": "Joint",
"trading_symbol": "MSFT",
"asset_name": "Microsoft Corporation - Common Stock",
"asset_type": "Stocks (including ADRs)",
"amount": "$1,001 - $15,000",
"notification_date": "2024-11-05"
},
...
]An institutional investor is a company or organization that invests money on behalf of other people. Mutual funds, pensions, and insurance firms are among the examples. Our API provides a list of institutional investors that have invested at least $100 million. There is a limit of 500 records per API call.
https://financialdata.net/api/v1/institutional-investors
| Name | Type | Description | Example |
|---|---|---|---|
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 500 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"central_index_key": "0000702007",
"registrant_name": " CALDWELL SUTTER CAPITAL, INC."
},
{
"central_index_key": "0000315189",
"registrant_name": " DEERE & CO"
},
{
"central_index_key": "0002011427",
"registrant_name": " FOGEL CAPITAL MANAGEMENT, INC."
},
...
]Institutional holdings are the securities in an investment portfolio owned by investment or pension funds, insurance companies, investment firms, or other large organizations that manage funds on behalf of others. The API endpoint provides data on institutional investors with holdings of at least $100 million. There is a limit of 100 records per API call.
https://financialdata.net/api/v1/institutional-holdings?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol or CUSIP number of a security, or the institutional investor's central index key. The latter is assigned to the investor by the US Securities and Exchange Commission. | MSFT, 594918104, 0001067983 |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 100 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"investor_name": "ASSET PLANNING CORPORATION",
"central_index_key": "0000007773",
"period_of_report": "2024-09-30",
"issuer_name": "MICROSOFT CORP",
"trading_symbol": "MSFT",
"cusip_number": "594918104",
"title_of_security": "COM",
"market_value": 1401566.0,
"amount_of_securities": 3257,
"price_per_security": 430.324224746699,
"shares_or_principal": "SH",
"put_or_call": "N/A",
"investment_discretion": "SOLE",
"portfolio_weight": 0.00914628336823397
},
...
]The API endpoint provides statistics about an institutional investor's portfolio. It gives information on how many securities the investor currently holds, the portfolio's worth, the rate of return, and other valuable information. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/institutional-portfolio-statistics?identifier=0000102909
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The institutional investor's central index key. The latter is assigned to the investor by the US Securities and Exchange Commission. | 0000102909 |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"investor_name": "VANGUARD GROUP INC",
"central_index_key": "0000102909",
"period_of_report": "2024-09-30",
"portfolio_size": 4350,
"added_securities": 100,
"removed_securities": 163,
"portfolio_value": 5584478889704.0,
"sales_value": 15140587732.0,
"purchases_value": 16120894488.0,
"change_in_portfolio_value": 378921068541.0,
"percentage_change_in_portfolio_value": 7.27916357014633,
"portfolio_turnover": 0.280640152350018,
"period_return": 239362343762.767,
"period_rate_of_return": 4.59820737730832,
"annual_return": 961687486225.572,
"annual_rate_of_return": 23.6231073944963,
"return_since_inception": 43869374603244.0,
"rate_of_return_since_inception": 4607.04844618722
},
...
]A mutual fund is an investment fund that pools money from numerous investors to purchase securities. Mutual funds are not traded on stock exchanges, but they can be bought and sold through brokerage firms or fund companies. Our API provides information on the securities held by mutual funds. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/mutual-fund-holdings?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol or CUSIP number of a security, or the central index key of a mutual fund. The latter is assigned to the mutual fund by the US Securities and Exchange Commission. | MSFT, 594918104, 0001409957 |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"central_index_key": "0001396092",
"registrant_name": "World Funds Trust",
"period_of_report": "2024-10-31",
"fund_name": "Institutional Class",
"fund_symbol": "AFAZX",
"series_id": "S000049058",
"class_id": "C000154688",
"issuer_name": "MICROSOFT CORP",
"lei_number": null,
"title_of_security": "Microsoft Corp.",
"trading_symbol": "MSFT",
"cusip_number": "594918104",
"isin_number": "US5949181045",
"amount_of_units": 1748,
"description_of_units": "NS",
"denomination_currency": "USD",
"value_in_usd": 710299.8,
"percentage_value_compared_to_assets": 2.541022461692,
"payoff_profile": "Long",
"asset_type": "EC",
"issuer_type": "CORP",
"country_of_issuer_or_investment": "US",
"is_restricted_security": false,
"fair_value_level": 1,
"is_cash_collateral": false,
"is_non_cash_collateral": false,
"is_loan_by_fund": false
},
...
]The API endpoint provides statistics about mutual funds. It gives essential information about fund assets, liabilities, returns, realized gains, and so on. There is a limit of 50 records per API call.
https://financialdata.net/api/v1/mutual-fund-statistics?identifier=VTSAX
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol or the central index key of a mutual fund. The latter is assigned to the mutual fund by the US Securities and Exchange Commission. | VTSAX, 0001409957 |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 50 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"central_index_key": "0000036405",
"registrant_name": "VANGUARD INDEX FUNDS",
"period_of_report": "2024-09-30",
"fund_name": "Admiral Shares",
"fund_symbol": "VTSAX",
"series_id": "S000002848",
"class_id": "C000007806",
"total_assets": 1756148772463.32,
"total_liabilities": 4814114527.32,
"net_assets": 1751334657936.0,
"return_preceding_month1": 1.82726,
"return_preceding_month2": 2.17145,
"return_preceding_month3": 2.04579,
"realized_gain_preceding_month1": 5289080534.41,
"change_in_unrealized_appreciation_preceding_month1": 23585163466.72,
"realized_gain_preceding_month2": 144692511.1,
"change_in_unrealized_appreciation_preceding_month2": 34085567753.65,
"realized_gain_preceding_month3": 3773324331.99,
"change_in_unrealized_appreciation_preceding_month3": 29465076420.68,
"share_sale_preceding_month1": 16006906352.23,
"share_redemption_preceding_month1": 18713931007.5,
"share_sale_preceding_month2": 13621386706.6699,
"share_redemption_preceding_month2": 8829039242.21,
"share_sale_preceding_month3": 15427790470.2803,
"share_redemption_preceding_month3": 15767861373.98
},
...
]Investment advisers are financial specialists who give investment advice or conduct security analyses for a fee. In the United States, they must register with the Securities and Exchange Commission if they handle $25 million or more in client assets. The API endpoint returns the legal names of over 15,000 registered investment advisers. There is a limit of 1000 records per API call.
https://financialdata.net/api/v1/investment-adviser-names
| Name | Type | Description | Example |
|---|---|---|---|
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 1000 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"legal_name": "&PARTNERS"
},
{
"legal_name": "1 NORTH WEALTH SERVICES, LLC"
},
{
"legal_name": "1 ROUNDTABLE PARTNERS LLC"
},
...
]Our API provides valuable information about registered investment advisers, including the value of assets under management, number of accounts, contact details, etc. The data covers over 15,000 registered investment advisers, with most of them managing $25 million or more in client assets.
https://financialdata.net/api/v1/investment-adviser-information?identifier=BLACKROCK INVESTMENT MANAGEMENT, LLC
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The legal name of an investment adviser. | BLACKROCK INVESTMENT MANAGEMENT, LLC |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"legal_name": "BLACKROCK INVESTMENT MANAGEMENT, LLC",
"primary_business_name": "BLACKROCK INVESTMENT MANAGEMENT, LLC",
"central_index_key": null,
"lei_number": "5493006MRTEZZ4S4CQ20",
"form_of_business": "Limited Liability Company",
"fiscal_year_end": "December",
"state_of_incorporation": "DE",
"country_of_incorporation": "United States",
"office_address": "1 UNIVERSITY SQUARE DRIVE, PRINCETON, NJ 08540, UNITED STATES",
"office_phone_number": "609 282 2000",
"website": "https://www.blackrock.com",
"number_of_employees": 1483,
"assets_under_management": 458191510749.0,
"number_of_accounts": 46332
}
]An earnings release is an official public announcement revealing a company's profitability during a specific time period. It affects the share price, which rises or falls in response to the company's performance. Our API provides extensive information on the release, including actual and predicted earnings, release timing, and so on.
https://financialdata.net/api/v1/earnings-releases?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"market_cap": 3089118613620.0,
"fiscal_quarter_end_date": "2024-09",
"earnings_per_share": 3.3,
"earnings_per_share_forecast": 3.08,
"percentage_surprise": 7.14,
"number_of_forecasts": 16,
"conference_call_time": "2024-10-30 18:30:00"
},
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"market_cap": 3069639225987.0,
"fiscal_quarter_end_date": "2024-06",
"earnings_per_share": 2.95,
"earnings_per_share_forecast": 2.9,
"percentage_surprise": 1.72,
"number_of_forecasts": 15,
"conference_call_time": "2024-07-30 18:30:00"
},
...
]An initial public offering (IPO) is when shares of a private firm are made available to the public for the first time. It enables a company to raise equity capital from public investors. The API endpoint provides more than 10 years of data on all initial public offerings.
https://financialdata.net/api/v1/initial-public-offerings?identifier=ABNB
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security. | ABNB |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "ABNB",
"registrant_name": "Airbnb, Inc.",
"exchange": "NASDAQ Global Select",
"pricing_date": "2020-12-10",
"share_price": 68.0,
"shares_offered": 51323531,
"offering_value": 3490000108.0
}
]A stock split occurs when a company increases the number of outstanding shares to improve the stock's liquidity. A company decides to do a stock split to intentionally lower the price of a single share, making the company's stock more affordable. Our API provides stock split data for several thousand US and international companies.
https://financialdata.net/api/v1/stock-splits?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security, or the central index key (CIK). The latter is assigned to the entity by the United States Securities and Exchange Commission. | MSFT, 0000789019 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"execution_date": "2003-02-18",
"multiplier": 2.0
},
{
"trading_symbol": "MSFT",
"central_index_key": "0000789019",
"registrant_name": "MICROSOFT CORP",
"execution_date": "1999-03-29",
"multiplier": 2.0
},
...
]A dividend is the distribution of a company's earnings to its shareholders. Dividends are paid out quarterly and may be in the form of cash or reinvestment in additional stock. The API endpoint provides dividend information for several thousands of US and international companies.
https://financialdata.net/api/v1/dividends?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security. | MSFT |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"registrant_name": "MICROSOFT CORP",
"type": "Cash",
"amount": 0.83,
"declaration_date": "2024-12-03",
"ex_date": "2025-02-20",
"record_date": "2025-02-20",
"payment_date": "2025-03-13"
},
{
"trading_symbol": "MSFT",
"registrant_name": "MICROSOFT CORP",
"type": "Cash",
"amount": 0.83,
"declaration_date": "2024-09-16",
"ex_date": "2024-11-21",
"record_date": "2024-11-21",
"payment_date": "2024-12-12"
},
...
]Short interest represents the number of shares of a company that are currently sold short and have not yet been covered. The short interest ratio, also known as days to cover, represents the number of days it would take for all short-sold shares to be covered or repurchased in the market. Our API provides short interest data for over 15,000 securities. There is a limit of 100 records per API call.
https://financialdata.net/api/v1/short-interest?identifier=MSFT
| Name | Type | Description | Example |
|---|---|---|---|
| identifier | string | The trading symbol for a security. | MSFT |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. | 100 |
| format | string | (Optional) The format of the returned data, either JSON (JavaScript Object Notation) or CSV (Comma Separated Values). Defaults to JSON. | json, csv |
[
{
"trading_symbol": "MSFT",
"title_of_security": "Microsoft Corporation Common S",
"market_code": "NNM",
"settlement_date": "2024-11-15",
"shorted_securities": 56018482,
"previous_shorted_securities": 62516096,
"change_in_shorted_securities": -6497614,
"percentage_change_in_shorted_securities": -10.39,
"average_daily_volume": 22446377,
"days_to_cover": 2.5,
"is_stock_split": false
},
{
"trading_symbol": "MSFT",
"title_of_security": "Microsoft Corporation Common S",
"market_code": "NNM",
"settlement_date": "2024-10-31",
"shorted_securities": 62516096,
"previous_shorted_securities": 60313798,
"change_in_shorted_securities": 2202298,
"percentage_change_in_shorted_securities": 3.65,
"average_daily_volume": 20959345,
"days_to_cover": 2.98,
"is_stock_split": false
},
...
]