Data Packages

Available Data Packages for Core Financials

Concept Group Developer HackPack Partners
All Data Points
Primary Financials
Balance Sheet
Balance Sheet - Consolidated
Income Statement 
Income Statement - Consolidated
Cash Flow Statement
Cash Flow Statement - Consolidated
Ratios
Valuation Ratios
Valuation Ratios - Mini
Profitability Ratios
Profitability Ratios - Mini
Leverage Ratios
Leverage Ratios - Mini
Growth Ratios
Activity Ratios
Daily Ratios
Liquidity Ratios
Liquidity Ratios - Mini
Metadata
Metadata - Free
Financial Header Data
Financial Ratio Data
CUSIP
Rate Limit 2 calls/second 2 calls/second
Calls per Day 5,000 Flexible
Depth of History 5 years Flexible
Timeframes Annual, Quarterly Flexible
Scope of Coverage SEC, OTC SEC, OTC
Other API Key expires after 2 weeks

For Core, available data packages work across all available resources.  An API Key is required to run test calls in the I/O Docs.  In addition to the product packages and concept groups, the EDGAR Online Core Dataset is available with the following entitlements:

  • Depth of History: Most recent financials, 3 years, 5 years, 10 years or all (back to 1999)
  • Duration: Annual and/or quarterly financials, as well as Year-to-Data and Trailing Twelve Months (TTM)



Available Data Packages for Insider Trade Data & Institutional Ownership


Insider Trade Data Institutional Ownership Partners
Available Resources All All All
CUSIP

Rate Limit 2 calls/second 2 calls/second 2 calls/second
Calls per Day 5,000 5,000 Flexible
Depth of History 2 Year Rolling History Most recent only Flexible
Scope of Coverage SEC  SEC SEC
Other API Key expires after 2 weeks API Key expires after 2 weeks