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 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

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