company_delisted
ChatGPTList delisted companies. Paginated list of delisted public companies (stocks no longer listed on Nasdaq, NYSE, or NYSE Arca), sorted by delisting date with the most recent first. Each entry's delistedAt is sourced from the company's SEC Form 25-NSE filing — the exchange's official "Notification of Removal from Listing" — which carries an authoritative signature date. Companies may continue filing with the SEC during deregistration or after moving to OTC; that is reflected accurately here.
company_details
ChatGPTCompany details. Returns company profile including description, SIC industry/sector classification, fiscal year end, exchange listings, and contact address.
company_details_batch
ChatGPTBatch company details. Returns company profiles for multiple symbols in a single request. Same data as /details but keyed by symbol. Maximum 50 symbols per request.
company_economic_model
ChatGPTFull audit-grade economic model (lazy-generated). 🔒 Audit-grade by construction
company_recent_stock_splits
ChatGPTRecent stock splits (market-wide). Cross-company feed of recent stock splits across the entire SEC EDGAR universe, ordered by split date descending. Each entry attaches the company's primary ticker and name. Sourced from the same XBRL footnote disclosures as /api/company/stock-splits — see that endpoint for data-source details and caveats.
company_research_summary
ChatGPTResearch summary. Compressed research endpoint: returns company profile, earnings snapshot (EPS, margins, returns, health scores, predicted dates),
company_stock_splits
ChatGPTStock splits (per company). Returns the full history of stock splits for a single company, sourced from XBRL footnote disclosures (us-gaap:StockholdersEquityNoteStockSplitConversionRatio1 and its pre-2015 predecessor us-gaap:StockholdersEquityNoteStockSplitConversionRatio) in 10-K and 10-Q filings. Each event carries the split date, the conversion ratio, the type (forward or reverse), and provenance fields tying back to the original SEC filing.
earnings_calendar
ChatGPTEarnings calendar (batch). Returns approximate upcoming earnings dates for up to 50 symbols in a single request. Dates are predicted based on historical filing patterns and may differ from actual announcements.
earnings_chart_eps
ChatGPTEPS chart. Chart-ready EPS and net income data over time. Use series for absolute values (EPS, Net Income)
earnings_chart_quality
ChatGPTEarnings quality chart. Chart-ready earnings quality data comparing net income against cash generation over time.
earnings_date
ChatGPTEarnings date. Returns the approximate upcoming earnings date for a single stock. Dates are predicted based on historical filing patterns and may differ from actual announcements.
earnings_dividend_history
ChatGPTDividend history. Returns dividend history for the given company symbol. Includes dividend per share (total dividends / shares outstanding),
earnings_eps_history
ChatGPTEPS history. Returns earnings per share over time with basic and diluted EPS, net income, share counts, and year-over-year growth.
earnings_snapshot
ChatGPTEarnings snapshot. One-call executive summary of a company's latest annual earnings. Includes core EPS, margins, returns,
earnings_trends
ChatGPTEarnings trends. Multi-year earnings analytics: compound annual growth rates (CAGR), margin trajectories with directional classification,
earnings_upcoming
ChatGPTUpcoming earnings (next N days). Returns companies expected to report earnings in the next N days (default 7, max 14), sorted by earnings date ascending. Dates are predicted from historical SEC filing patterns and may differ from actual announcements. Companies in their first year of reporting (no prior-year earnings 8-K) are not included.
executives_compensation
ChatGPTCompensation & Pay vs Performance. Returns historical CEO and officer compensation alongside Total Shareholder Return (TSR) comparison, extracted from the SEC-mandated pay-versus-performance table in DEF 14A proxy statements.
executives_governance
ChatGPTGovernance Flags. Returns corporate governance flags related to executive compensation practices, extracted from DEF 14A proxy statements.
executives_officers
ChatGPTExecutive Officers. Returns the CEO and up to 5 most recently seen Named Executive Officers (NEOs), extracted from DEF 14A proxy statements filed with the SEC.
executives_performance_measures
ChatGPTCompany-Selected Performance Measures. Returns the performance measures that the company itself selected as most important for evaluating executive compensation, extracted from the pay-versus-performance table in DEF 14A proxy statements.
filings
ChatGPTSearch filings. Returns SEC filings for a company, optionally filtered by form type or 8-K event type.
filings_calendar
ChatGPTFiling calendar. Predicts upcoming periodic filing dates (10-K, 10-Q, DEF 14A) based on historical patterns
filings_document
ChatGPTFiling document. Returns the primary document (HTML) of an SEC filing by accession number.
filings_item
ChatGPTExtract a single item from a filing. > Preview: This endpoint is a preview of a planned feature for a future release. Item extraction is not yet enabled for the full filing universe — most filings will not have extracted items until processing is complete.
filings_item_list
ChatGPTList extracted items for a filing. > Preview: This endpoint is a preview of a planned feature for a future release. Item extraction is not yet enabled for the full filing universe — most filings will return an empty list until processing is complete.
filings_latest
ChatGPTLatest filings. Returns the most recent SEC filings across all companies, sorted by filing date descending.
filings_offering
ChatGPTS-1 offering history. Returns S-1/S-1A offering filings for a company, ordered by filing date ascending.
filings_recent_offerings
ChatGPTRecent S-1 offerings. Cross-company endpoint — no symbol required. Returns the most recent S-1/S-1A offering
filings_search_by_accession_number
ChatGPTFiling by accession number. Returns a single SEC filing identified by its accession number.
filings_stats
ChatGPTFiling statistics. Returns aggregate filing activity statistics for a company, including total counts by form type,
filings_timeline
ChatGPTFiling timeline. Compressed research endpoint: returns the 10 most recent filings, predicted future filing dates with confidence levels, and the predicted next earnings call date in a single call. Replaces three separate API calls (filings search + filings calendar + earnings calendar).
financials_as_reported
ChatGPTAs-reported financials. Returns raw XBRL financial facts exactly as filed with the SEC, without any normalization or mapping. Includes both standard US-GAAP taxonomy facts and company-specific custom extension facts. Useful for accessing the full set of reported line items.
financials_balance_sheet
ChatGPTBalance sheet. Returns normalized balance sheet data — total assets, current assets, total liabilities, stockholders' equity, cash, debt, and more. Facts are mapped from raw XBRL to a curated set of standardized line items.
financials_cash_flow_statement
ChatGPTCash flow statement. Returns normalized cash flow data — operating, investing, and financing activities, free cash flow, capex, and more. Facts are mapped from raw XBRL to a curated set of standardized line items.
financials_chart_balance_sheet_health
ChatGPTBalance sheet health chart. Returns chart-ready data for balance sheet composition (assets, liabilities, debt, cash) and health ratios (debt-to-equity, current ratio) over time. Periods are sorted ascending. Use series for absolute values and rates for ratios.
financials_chart_cash_flow
ChatGPTCash flow chart. Returns chart-ready data for operating cash flow, capital expenditure, and free cash flow over time. Periods are sorted ascending.
financials_chart_per_share
ChatGPTPer-share metrics chart. Returns chart-ready data for per-share financial metrics over time: EPS, revenue per share, book value per share, and free cash flow per share. Periods are sorted ascending. Uses diluted weighted average shares outstanding when available.
financials_chart_revenue_profitability
ChatGPTRevenue & profitability chart. Returns chart-ready data for revenue, net income, and profitability margins over time. Periods are sorted ascending. Use series for absolute values and rates for margin ratios.
financials_chart_scores
ChatGPTFinancial health scores chart. Returns chart-ready data for financial health scores over time: Piotroski F-Score (0–9) and Altman Z-Score. Annual periods only.
financials_growth
ChatGPTFinancial growth rates. Returns year-over-year growth rates for key financial line items. Each value is expressed as a decimal (e.g. 0.15 = 15% growth, -0.08 = 8% decline). Computed as (current - previous) / |previous|.
financials_income_statement
ChatGPTIncome statement. Returns normalized income statement data — revenue, cost of revenue, operating expenses, EBITDA, net income, EPS, and more. Facts are mapped from raw XBRL to a curated set of standardized line items.
financials_key_metrics
ChatGPTSector-aware key metrics. Returns financial metrics organized in three blocks: `general` (every company), `sectorMetrics` (varies by SIC-derived sector), and `industryMetrics` (varies by industry-group). The full catalog of every possible field with its formula and unit is documented under the KeyMetricsGeneral, KeyMetricsSector, and KeyMetricsIndustry schemas referenced below.
financials_scores
ChatGPTFinancial health scores. Returns two well-known financial health scores computed from the company's most recent annual filings:
fund_changes
ChatGPTPortfolio changes. Compares the two most recent N-PORT filings and returns holdings that were added, removed, or significantly reweighted (>0.05% portfolio weight change). Useful for tracking portfolio manager decisions and rebalancing activity.
fund_chart_countries
ChatGPTCountry allocation chart. Chart-ready geographic allocation over time. Returns one series per top country (by latest quarter weight),
fund_chart_flows
ChatGPTFund flows chart. Chart-ready fund flow data over time. Use series for absolute values (Net Flows, Net Assets)
fund_chart_industry_groups
ChatGPTIndustry group allocation chart. Chart-ready industry group allocation over time. Returns one series per top industry group (by latest quarter weight),
fund_chart_performance
ChatGPTFund performance chart. Chart-ready fund performance data over time from SEC N-CSR filings.
fund_chart_sectors
ChatGPTSector allocation chart. Chart-ready sector allocation over time. Returns one series per top sector (by latest quarter weight),
fund_composition
ChatGPTPortfolio composition. Returns a breakdown of the fund's portfolio by asset type, country, issuer type, and top 10 holdings from the most recent N-PORT filing. Useful for understanding portfolio diversification at a glance.
fund_exposure_model
ChatGPTFull audit-grade ETF exposure model (lazy-generated). 🔒 Audit-grade by construction
fund_fee_analysis
ChatGPTFee & cost analysis. Returns annual fee and cost data from SEC N-CEN filings — expense limitations, waivers, aggregate brokerage commissions, AUM, in-kind creation/redemption efficiency, and per-broker commission breakdowns. Useful for evaluating total cost of ownership beyond the expense ratio.
fund_fees
ChatGPTFund fee schedule. Returns paginated fee schedule data from SEC N-1A prospectus filings.
fund_flows
ChatGPTFund flows. Returns quarterly fund flow data with monthly granularity — sales (inflows), redemptions (outflows), reinvestments, and monthly returns. Sourced from SEC N-PORT filings. Most recent quarter first. Historical depth depends on subscription tier.
fund_fund_health
ChatGPTFund health assessment. Comprehensive fund health assessment sourced from SEC N-CEN and N-PORT filings. Includes tracking quality metrics (for index funds), fair value hierarchy breakdown, liquidity classification, default/arrears status, operational red flags, and service provider summary.
fund_holdings
ChatGPTFund holdings. Returns the individual holdings of a fund from its most recent SEC N-PORT filing, with pagination. Holdings are sorted by portfolio weight descending. Where possible, holdings are mapped to their CIK and ticker symbol.
fund_overlap
ChatGPTPortfolio overlap. Compares the holdings of two ETFs side by side. Returns overlap statistics (shared holdings count, exclusive counts) and per-holding detail showing weights in both portfolios. Uses CUSIP matching on the most recent N-PORT filing for each fund.
fund_performance
ChatGPTFund performance data. Returns paginated fund performance data from SEC N-CSR (annual/semi-annual shareholder report) filings.
fund_profile
ChatGPTFund profile. Returns quarterly snapshots of a fund's financial profile, sourced from SEC N-PORT filings. Includes total assets, liabilities, net assets, monthly returns, sales/redemptions flow, and number of holdings.
fund_reverse_lookup
ChatGPTFind funds holding a symbol. Returns a paginated list of ETFs and mutual funds that hold the specified symbol in their portfolio, based on the most recent N-PORT filings. Accepts any symbol type — stocks, ETFs, and mutual funds (fund-of-funds structures are supported). Sorted by position value descending.
fund_service_providers
ChatGPTService provider history. Returns the full historical roster of service providers (custodians, administrators, auditors, transfer agents, brokers, authorized participants, etc.) from SEC N-CEN filings. Grouped by reporting year with provider role, name, affiliation status, and commission data.
fund_structure
ChatGPTStructural analysis. Comprehensive structural analysis of a fund's portfolio over time. Includes sector allocation by quarter (SIC-based), industry breakdown, geographic exposure by quarter, balance sheet trajectory, fund classifications (index/active, diversified), short positions, restricted securities, and multi-currency exposure. Sourced from N-PORT holdings joined with SIC classification data and N-CEN census data. Historical depth depends on subscription tier.
insider_transactions
ChatGPTInsider transactions. Returns insider transactions (Form 4/Form 5) for officers and directors. Transactions are deduplicated across co-owners and filings — each physical trade appears once, prioritizing the most senior filer (officer > director > 10% owner).
insider_transactions_by_insider
ChatGPTTransactions by insider. Returns all transactions for a specific insider identified by their CIK. Useful for tracking a particular officer's or director's trading history.
insider_transactions_chart
ChatGPTInsider transactions chart. Returns monthly aggregated insider transaction data for charting. Non-derivative transactions only.
insider_transactions_roster
ChatGPTInsider roster. Returns all known insiders (officers and directors) for a company, with their most recent transaction date, total transaction count, and last reported share position. Derived from Form 3/4/5 filings.
insider_transactions_summary
ChatGPTInsider trading summary. Returns aggregated insider trading statistics for the last 3, 6, and 12 months.
lookup_batch
ChatGPTBatch lookup by symbols. Returns enriched profiles for multiple ticker symbols in a single request. Up to 50 symbols per request.
lookup_cik
ChatGPTLookup by CIK. Returns enriched symbol profile for a given SEC Central Index Key. Works for stocks, ETFs, and mutual funds.
lookup_cusip
ChatGPTLookup by CUSIP. Returns enriched symbol profile for a given CUSIP identifier. Works for stocks, ETFs, and mutual funds.
lookup_figi
ChatGPTLookup by Composite FIGI. Resolves a Bloomberg Composite FIGI to a full symbol profile with all identifiers.
lookup_former_names
ChatGPTSearch by former company names. Finds companies that previously operated under a different legal name. Useful for tracking corporate rebrandings and name changes (e.g. searching "Facebook" finds Meta Platforms).
lookup_news
ChatGPTNews for a ticker. Recent news headlines for a ticker symbol (stocks, ETFs, and mutual funds), aggregated from public news sources. Returns headline, publisher, publication timestamp, and a link to the original article — full article text is not included. Results are deduplicated by title and sorted newest-first.
lookup_news_market
ChatGPTGeneral US market news. Top US market and business news headlines, merged from multiple public sources. Returns headline, publisher, publication timestamp, and a link to the original article — full article text is not included. Results are deduplicated by title and sorted newest-first.
lookup_search
ChatGPTSearch symbols. Fuzzy-matches company name or ticker symbol, ranked by relevance. Returns enriched profiles with sector, industry, description, and logo. Covers stocks, ETFs, and mutual funds.
lookup_symbol
ChatGPTLookup by symbol. Returns enriched profile (name, CIK, exchange, sector, industry, description, logo) for a given ticker symbol.
ownership_activity
ChatGPTRecent ownership activity. Combined feed of recent ownership changes for a stock:
ownership_beneficial_owners
ChatGPTBeneficial owners. Returns beneficial owners (5%+ shareholders) from SEC Schedule 13D/13G filings. Shows the most recent report per owner, ordered by ownership percentage. Includes change tracking vs previous filing and insider cross-referencing.
ownership_beneficial_owners_history
ChatGPTBeneficial ownership history. Returns all Schedule 13D/13G filings for a stock, including historical entries.
ownership_institutional_holders
ChatGPTInstitutional holders. Returns institutional holders from SEC 13F filings, aggregated by manager for a given reporting quarter and paired with the prior quarter for change tracking. Ownership percentage is calculated against shares outstanding. By default the most recent quarter with any filings is used; pass reportDate to pin an earlier quarter (see the parameter description for the filing-lag caveat).
ownership_institutional_holders_history
ChatGPTInstitutional ownership history. Returns quarterly time series of institutional ownership for a stock.
ownership_institutional_holders_search
ChatGPTSearch institutional holders. Search for institutional investment managers by name. Returns matching manager names and CIKs.
ownership_portfolio
ChatGPTInstitutional investor portfolio. Returns the full portfolio of an institutional investor (identified by CIK) from a 13F filing.
ownership_share_classes
ChatGPTShare classes. Returns share class information including outstanding and authorized shares, extracted from SEC filings.
ownership_summary
ChatGPTOwnership summary. Returns an aggregate ownership breakdown for a stock: total institutional ownership percentage, holder count, top 10 holders, beneficial owner count, and insider count.
symbols
ChatGPTList all symbols. Paginated list of all supported ticker symbols (stocks, ETFs, and mutual funds) with enriched profile data. Filter by type, exchange, sector, or status.
symbols_exchanges
ChatGPTList exchanges. Returns all exchanges with the number of listed symbols on each.
symbols_industries
ChatGPTList industries. Returns all distinct industries with the number of stocks in each. Industries are derived from SEC SIC codes.
symbols_industry_groups
ChatGPTList industry groups. Returns all 8 high-value industry group definitions used by StockFit for cross-company comparison within specialized sectors. These groups appear as industryGroup in symbol profiles.
symbols_sectors
ChatGPTList sectors. Returns all business sectors with the number of stocks in each. Sectors are derived from SEC SIC codes.
