01 / Data Coverage

Fund holdings are position-level and point-in-time from SEC N-PORT, 2019→present only — pre-2019 holdings do not exist (N-PORT did not) and are never synthesized
Insider data (SEC Forms 3/4/5) covers 2021→present; the Rule 10b5-1 plan flag is honestly NULL before 2023 (the SEC flag did not exist)
Institutional (13F) holdings: our own SEC Form 13F-HR corpus, from filings filed in the XML information-table era (2013-05 onward); an earlier quarter appears only where a manager filed it late or by amendment. as_of filters the EDGAR filing date. 13F-HR covers only US-listed 13(f) securities held by managers over $100M, quarterly and up to 45 days late — an empty holder list is an absence of reports, never a claim that nobody owns the security
Fundamentals: SEC XBRL statements as first filed from 2011; earlier history (back to ~1983) is a licensed backfill — deepest for large caps, thinner for small and delisted names, with estimated filing dates flagged (filing_date_estimated)
Intraday prices not available — this is an end-of-day platform (daily bars; no real-time or delayed feed)
Universe is US-listed securities: foreign issuers are covered via their US listings (20-F/40-F IFRS filers, ADRs) — non-US exchange listings are not covered
SD2000 (our own small-cap index): annual point-in-time bands are honestly thinner in early years (431 names in 2000) — published as-is, never padded

02 / API

03 / Data Quality

Some legacy filings may have parsing errors
Custom XBRL tags may not map to standard fields
Corporate action history may be incomplete pre-2000
Fields we cannot source are served as NULL (honest-null), never imputed — meta.coverage flags what is populated
P/E is price over trailing-twelve-month TOTAL diluted EPS (discontinued operations included) from filings public on the price date; it is null with a named reason — never negative — where earnings are a loss, the newest EPS we hold is stale, a quarter is missing from the window, a spin-off in our applied spin-off ledger falls inside it (an interim until continuing-operations EPS is captured), a split-table factor inside it or bridging one of its figures is shown by our evidence not to be a share-count event (not a share ratio, the filer's own share count did not move by it, or the filer re-filed the earlier figure unchanged), net income run through the same arithmetic contradicts the per-share figure (a large share-count change inside the window, or a profit netted out of loss periods with no net income held to witness it), the fiscal-year leg is not a year (a transition period), a per-class EPS tagger is not yet captured (e.g. Visa, Berkshire), two filed versions of one period straddle a split and do not reconcile, or the line is a second listed symbol of the issuer that our evidence does not place as its common

04 / Roadmap

In build

Additional fund corporate-action types (liquidations, mergers, name/fee changes) — already captured from SEC filings, served per-type as each passes its precision eval (splits are live)

Exploring

Read the docs System status