Available Data Packages for Core Financials
| Concept Group | Developer HackPack | Partners |
| All Data Points |
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| Primary Financials |
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| Balance Sheet |
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| Balance Sheet - Consolidated |
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| Income Statement |
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| Income Statement - Consolidated |
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| Cash Flow Statement |
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| Cash Flow Statement - Consolidated |
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| Ratios |
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| Valuation Ratios |
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| Valuation Ratios - Mini |
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| Profitability Ratios |
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| Profitability Ratios - Mini |
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| Leverage Ratios |
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| Leverage Ratios - Mini |
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| Growth Ratios |
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| Activity Ratios |
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| Daily Ratios |
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| Liquidity Ratios |
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| Liquidity Ratios - Mini |
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| Metadata |
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| Metadata - Free |
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| Financial Header Data |
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| Financial Ratio Data |
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| CUSIP |
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| 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 |
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For Core, available data packages work across all available resources. An API Key is required to run test calls in the Make Live API Calls. 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 |
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| 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 |
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