Our API Explorer allows you to build API syntax and test the data you’re interested in. Explore our endpoints and request a consultation if you would like to speak with our team about building a custom data solution.
Our API Explorer allows you to build API syntax and test the data you’re interested in. Explore our endpoints and request a consultation if you would like to speak with our team about building a custom data solution.
We developed a financial data Excel plug-in because we think that your valuable time should be spent analyzing and acting on financial data, rather than manually inputting data or performing calculations. Explore our Excel functions and request a consultation if you would like to speak with our team about building a custom data solution.
Our CSV download method was created for users looking to obtain massive amounts of financial data at one time, with the ability to analyze the data in Excel. Explore our CSV endpoints and request a consultation if you would like to speak with our team about building a custom data solution.
Returns pertinent filing reference data for a specific company filing or latest filings for all companies. Useful for tracking the latest filings submitted and updating your database accordingly with the new information.
Returns a complete list of SEC filings for the Company with the given `identifier`
Returns the Filing with the given `identifier`
Returns a list of fundamentals with unique fundamental IDs associated with a particular `Intrinio Filing ID` (if applicable) that have been updated or created as a result of a company`s latest SEC filing. Useful to ensure your database is up to date with the latest fundamentals.
Returns a specific fundamental with unique fundamental ID associated with a particular company, year, period and statement. Useful for pulling the unique fundamental ID and reference data for a specific fundamental.
Returns a specific fundamental associated with a particular unique fundamental ID. Useful for pulling reference data for a specific fundamental.
Returns fundamentals that meet the set of filters specified in parameters.
Returns a list of fundamentals with unique fundamental IDs associated with a particular company. Useful to obtain all historical and/or latest fundamental IDs for a given company to then use to loop through and pull all fundamental data available.
Returns standardized financial statement data for income statement, balance sheet, cash flow statement and over 100 associated calculations for a given company. Data for income statement, cash flow statement, and calculations is available on a FY, QTR (Q1, Q2, Q3, Q4), TTM (Q1TTM, Q2TTM, Q3TTM), and YTD (Q2YTD, Q3YTD) basis. Data for the balance sheet is available on a FY or QTR (Q1, Q2, Q3, Q4) basis only due its point-in-time nature.
Returns as-reported financial statement data for income statement, balance sheet, and cash flow statement. Data for income statement and cash flow statement is available on a FY, QTR (Q1, Q2, Q3, Q4), TTM (Q1TTM, Q2TTM, Q3TTM), and YTD (Q2YTD, Q3YTD) basis. Data for the balance sheet is available on a FY or QTR (Q1, Q2, Q3, Q4) basis only due its point-in-time nature.
Returns historical values for the given `tag` and the Company with the given `identifier`
Returns as reported dimensionality of a data tag
Returns latest value for calculations, metrics, and financial data points for a company.
Returns the Fundamental for the Company with the given `identifier` and with the given parameters
Returns latest value for metadata items for a company.
Returns the shares outstanding reported on the front cover of the SEC 10-K and 10-Q filings.
Returns all Companies. When parameters are specified, returns matching companies.
Search the companies database and return a list of companies matching the text query parameter passed through. Query parameter searches across the company ticker and name.
Returns a list of underlying securities with associated reference data tied to a given company identifier.
Returns company reference and metadata such as tickers, CIK, and a unique company identifier, as well as company metadata such as business description, employee count, and company URL.
Returns a list of public float data tied to a given company identifier.
Returns the latest news article links, headlines and summaries for all US traded companies allowing you to keep a pulse on companies and their business operations.
Returns the body of a news article. This endpoint requires additional authorization beyond basic news access. Please see a representative for details.
Returns the latest and historical news article links, headlines and summaries for a specified US traded company.
Returns all owners and information for all insider and institutional owners of securities covered by Intrinio.
Searches for Owners matching the text `query`
Returns the Owner with the given ID
Returns all insider transactions filings fitting the optional supplied start and end date.
Returns a list of all insider transaction filings in a company. Criteria for being an insider include being a director, officer, or 10%+ owner in the company. Transactions are detailed for both non-derivative and derivative transactions by the insider.
Returns the latest insider transaction filing for a company.
Returns a list of all insider transaction filings by an owner in as many companies as the owner may be considered an insider. Criteria for being an insider include being a director, officer, or 10%+ owner in the company. Transactions are detailed for both non-derivative and derivative transactions by the insider.
Returns a list of all institutional owners of a given security.
Returns a list of all ownership interests and the value of their interests by a single institutional owner.
Returns a list of historical, current, and upcoming initial public offerings (IPOs) across the major US Exchanges. Includes relevant information such as the IPO status, the offer amount, the total share count and target share price.
Returns a SEC filing in HTML Format for a specified filing ID.
Returns a list of the latest XBRL filing note sections from the SEC 10-K and 10-Q statements. The returned Intrinio XBRL filing note ID can then be utilized with the “Filing Note by ID” endpoint to retrieve the contents of the note in HTML or text format.
Search the XBRL note database and return a list of XBRL note sections containing text from the text query parameter passed through.
Returns the XBRL filing note contents in HTML or text format for a specified Intrinio XBRL filing note ID.
Searches for indices using the text in `query`
Returns historical values for the given `tag` and the SIC Index with the given `identifier`
Returns a text value for the given `tag` for the SIC Index with the given `identifier`
Returns a numeric value for the given `tag` for the SIC Index with the given `identifier`
Returns a list of reference data on more than 200,000 economic indices from the Federal Reserve Economic Data (FRED) database.
Search the Federal Reserve Economic Data (FRED) database and return a list of economic indices matching the text query parameter passed through.
Returns reference data for a specified Federal Reserve Economic Data (FRED) series ID.
Returns historical data for a specified Federal Reserve Economic Data (FRED) ID over a period of time.
Returns a text value for the given `tag` for the Economic Index with the given `identifier`
Returns latest data for a specified Federal Reserve Economic Data (FRED) ID.
Returns a list of all securities available. Delisted securities included.
Search the securities database and return a list of securities matching the text query parameter passed through. Query parameter searches across the security ticker and name.
Returns security reference data such as ticker, FIGI, primary exchange, CIK, and a unique security identifier.
Returns all Stock Exchanges matching the specified parameters
Returns the Stock Exchange with the given `identifier`
Returns Securities traded on the Stock Exchange with `identifier`
Returns a text value for the given `tag` for the Security with the given `identifier`
Lists the tickers a company has used over time.
Lists the tickers a company has used over time.
Return the realtime stock price for the Security with the given `identifier`
Returns realtime stock prices for the Stock Exchange with the given `identifier`
Returns all security snapshots for the queried interval with links to download.
Returns many popular metrics for securities from a given exchange 'identifier' from multiple products conveniently in one API. Realtime stock price data requires at least one realtime product subscription (IEX, NASDAQ Basic, and/or Delayed SIP). If you are subscribed to multiple realtime stock price products, the api will return the most recent realtime stock price. Previous close price and percent change fields require both an EoD US Stock Price subscription and a realtime stock price subscription. Market_cap, price_to_earnings, and dividendyield data fields require a fundamentals subscription.
Returns a numeric value for the given `tag` for the Security with the given `identifier`
Returns securities with the highest gain percent change traded on the chosen stock exchange.
Returns securities with the highest loss percent change traded on the chosen stock exchange.
Returns a url where the requested replay file may be downloaded from.
Returns all trades for a symbol between start time and end time, up to seven days ago for the specified source.
Returns all trades between start time and end time, up to seven days ago for the specified source.
Deprecated. Return intraday stock prices for the Security with the given `identifier`
Returns a list of intervals for the biggest movers by change over the last hour interval.
Returns a list of intervals for the biggest movers over the last hour interval.
Returns a list of intervals for the biggest movers by volume over the last hour interval.
Return open, close, high, low, volume, average price, and change ratio for a particular interval for the Security with the given `identifier`
Return end-of-day stock prices for the Security with the given `identifier`
Returns stock price adjustments for the Security with the given `identifier`
Returns end-of-day stock prices for Securities on the Stock Exchange with `identifier` and on the `price_date` (or the latest date that prices are available)
Returns stock price adjustments for the Stock Exchange with the given `identifier`
Returns historical values for the given `tag` and the Security with the given `identifier`
Returns security beta data in the Stock Exchange with the given `identifier`
The Accumulation / Distribution Indicator is a volume-based technical indicator which uses the relationship between the stock`s price and volume flow to determine the underlying trend of a stock, up, down, or sideways trend of a stock.
Average Daily Trading Volume is the average number of shares traded over a given period, usually between 20 to 30 trading days.
The Average Directional Index indicator is often used to identify decreasing or increasing price momentum for an underlying security, it is composed of a total of three indicators, the current trendline (adx), a positive directional indicator (di_pos), and a negative directional indicator (di_neg).
The Awesome Oscillator (ao) is a momentum indicator and is calculated by taking the difference between the latest 5 period simple moving average and the 34 period simple moving average. Rather than using the closing price like other indicators, the Awesome Oscillator uses the latest period`s midpoint value (period_high - period_low / 2). The Awesome Oscillator is useful in identifying and trading, zero-line crossovers, twin-peaks trading, and bullish/bearish saucers - Awesome Oscillator is often aggregated with additional technical indicators.
The Average True Range (ATR) is a non-directional market volatility indicator often used to generate stop-out or entry indications. An increasing or expanding ATR typically indicates higher volatility, and a decreasing ATR indicates sideways price action and lower volatility.
Bollinger Bands can be a useful technical analysis tool for generating oversold or overbought indicators. Bollinger Bands are composed of three lines, a simple moving average (middle band) and an upper and lower band – the upper and lower bands are typically 2 standard deviations +/- from a 20-day simple moving average, but can be modified. Traders typically consider an underlying security to be overbought as the underlying`s price moves towards the upper band and oversold as the underlying price moves towards the lower band.
The Commodity Channel Index (CCI) is a technical indicator used to generate buy and sell signals by indicating periods of strength and weakness in the market. CCI signals that fall below -100 are often perceived as weakness in the underlying price movement and CCI signals that rise above 100 indicate strength behind the underlying price movement.
The Chaikin Money Flow (CMF) utilizes exponential moving averages as an indicator to monitor the flow of money and momentum. The CMF indicator oscillates around a midrange 0-line and ranges between 100 and -100.
The Donchian Channel consists of an Upper Bound (upper_bound) and Lower Bound (lower_bound) that track the recent highs and lows and is often used to signal entry and exit points for a position. As the price of the underlying symbol increases the Upper Bound raises, if the price becomes range bound the Upper Bound will remain flat and if the price begins to decrease, the Upper Bound will fall (and vice-versa for the Lower Bound).
The Detrended Price Oscillator (DPO) signals the peaks and troughs of the underlying symbol’s price for a set period of time and is often used by traders to estimate future peaks and troughs using this as guidance to enter or exit a position.
The Ease of Movement (EOM) is a volume based oscillator that fluctuates around a midrange 0-line into positive and negative values. Positive values indicate that the underlying symbol`s price is rising with relative ease and negative value indicates the underlying symbol`s price is failing with relative ease.
The Force Index (FI) is an oscillator that takes into account the intensity of an underlying symbol`s price movement and its corresponding volume. It is used to confirm price breakouts and signal underlying trends.
The Ichimoku Kinko Hyo was designed to be an all-in-one trading indicator that could help traders determine momentum, support, and resistance.
The Keltner Channel is a volatility based signal, with upper, middle, and lower bands. It is often used at market open, when the largest moves tend to occur. In general, traders tend to buy if the price breaks up above the upper band or sell short if the price drops below the lower band.
The Know Sure Thing indicator (KST) is a momentum based oscillator that is calculated by measuring the momentum of four separate price cycles. KST fluctuates above and below a zero line and is used to identify overbought and oversold conditions, and is often used with additional indicators to boost signal strength.
Moving average convergence divergence (MACD) is a trend-following momentum oscillator that consists of three indicators: (1) a 12 period short-term exponential moving average (EMA) a 26 period long-term EMA and a 9 period EMA signal line. Traders using MACD often look for signal line crossovers, centerline crossovers, and EMA divergences to indicate the momentum and underlying trend of a security`s price.
The Money Flow Index (MFI) is a technical oscillator that incorporates both price and volume, moving between 0 and 100. Traders often consider a MFI above 80 as overbought conditions and below 20 as oversold conditions.
The mass index (MI) is a technical indicator used by traders to predict trend reversals. A trend reversal signal is said to occur when the 25-day MI reaches 27.0 and then falls below 26.0.
The negative volume index (NVI) is often referred to as the `smart money indicator.` It works by the assumption that smart money (institutional money) is at work when volume decreases and vice versa when volume increases. NVI starts at 1000 and increases in regard to the percentage price change when volume decreases over a 255-day EMA period. Traders often use this technical indicator when researching broder markets and indices.
On-balance volume (OBV) is a leading momentum indicator that uses the increase/decrease flow in volume to predict upcoming stock price changes. When both OBV and a security`s price are making higher highs, it is presumed the upward trend is likely to continue and vice versa.
On-balance volume mean (OBVM) is a leading momentum indicator that uses the increase/decrease flow in volume to predict upcoming stock price changes. The difference between OBV and OBVM is that OBVM takes the mean average of a provided period. When both OBVM and a security`s price are making higher highs, it is presumed the upward trend is likely to continue and vice versa.
Relative strength index (RSI) is a momentum oscillator that ranges between 0 and 100. Traders believe that an RSI value over 70 indicates that a security is overbought and an RSI under 30 indicates that a security is oversold.
A simple moving average (SMA) adds recent prices for a specified period and divides the total by that same number of periods. SMA is typically used to indicate whether a security is in an uptrend or downtrend and can also be combined with a long-term moving average to improve the signal`s abilities.
The Stochastic Oscillator (SO) is a range-bound momentum indicator that ranges from 0 to 100 and follows the velocity of the momentum itself, not the underlying price or volume. When SO is above 80 it indicates that a security is trading at the high end of its period`s high-low range and vice versa if the reading is below 20.
The Triple Exponential Average (TEA) is a momentum indicator used to identify when a security is oversold and overbought. By exponentially smoothing out the underlying security`s moving average, the TEA filters out insignificant price movements. A positive TEA is often believed to indicate momentum is increasing and a negative TEA indicates that momentum is decreasing.
The True Strength Index (TSI) is a momentum oscillator used to identify building trends and trend reversals, typically by signalling overbought and oversold conditions. TSI fluctuates between positive and negative values, and traders typically combine its signal with other momentum oscillators to increase its strength. When TSI crosses the signal line into positive territory it is presumed to be an entrance opportunity and vice versa when the TSI crosses into negative territory.
The Ultimate Oscillator (UO) is a range bound technical indicator that moves between 0 and 100 and is calculated with 3 timeframes, typically 7, 14, and 28 day periods. When UO`s value is above 70 a security is categorized as overbought and when UO`s value is below 30 a security is categorized as oversold.
The Vortex Indicator (VI) is composed of an uptrend line (VI+) and a downtrend line (VI-). When VI+ crosses VI- from below it typically indicates an entry into a given security. When VI- crosses VI+ from below it typically triggers an exit and that the current trend is reversing course.
The volume price trend (VPT) is a technical indicator that uses price & volume to determine whether a trend is established. Typically, when a security is trending upwards, there is more volume on positive days than negative ones, and as a result VPT should be increasing on these days as well. However, if VPT fails to increase past its previous high during an outbreak, this is suggested to indicate the rally is losing strength.
Volume Weighted Average Price (VWAP) is a lagging technical indicator that is used in combination with a security`s price. When the underlying price rises above its VWAP, it is often interpreted as a bullish signal, and vice versa in the opposite direction.
Williams %R is a momentum indicator used to determine overbought and oversold environments for a security and fluctuates between 0 and -100. When Williams %R is above -20 the security is considered to be overbought and when Williams %R is under -80 the security is considered to be oversold.
Searches for indices using the text in `query`
Returns historical values for the given `tag` and the Stock Market Index with the given `identifier`
Returns a list of all currently listed ETFs, with relevant identification information including the ETF Name, Ticker, FIGI Ticker, and Exchange MIC for further usage with our ETF Metadata, Holdings, Stats, and Analytics offerings.
Accepts a string of keyword combinations, and searches across the ETF name and ticker and returns a list of ETFs with related keywords.
Returns classifications and reference data which consists of ~90 columns that give detailed information about an ETF. These granular details include asset class, expense ratio, index name, index weighting scheme, smart beta type and specific investment objectives.
Returns the market status.
Returns holdings data that details all the constituent securities in each ETF with names, identifiers, and the weights for each security providing granular level transparency.
Returns comprehensive key US ETF performance statistics, including prices, NAVs, flows, returns, and much more for both trailing and calendar year periods.
Returns latest market analytics for a specified US ETF, including volume, trailing volume, market cap, 52 week high, and 52 week low.
Returns the company metrics for a date.
Returns the latest company metrics.
This database offers consensus EBITDA-related estimates for over 4,000 US and Canadian listed companies.
This database offers consensus earnings estimates for over 5,000 US and Canadian listed companies.
This database offers price-to-earning ratio estimates for over 4,000 US and Canadian listed companies.
This database offers consensus sales estimates for over 5,000 US and Canadian listed companies.
This database offers consensus EPS growth rate estimates, comparing company estimates to historical company estimates, industry estimates, and S&P 500 index estimates.
This database offers consensus long term growth rate estimates, including insight into changes in estimates and revisions over time.
This database returns historical estimated and actual earnings, guidance, and announcement dates for 17,000+ US and Canadian listed companies.
This database returns historical estimated and actual sales, guidance, and announcement dates for 17,000+ US and Canadian listed companies.
Returns historical estimated and actual earnings, guidance, and announcement dates for a specified symbol.
This database returns historical estimated and actual sales, guidance, and announcement dates for a specified US or Canadian company.
This database offers current and historical consensus analyst recommendation snapshots for over 5,000 US and Canadian listed companies.
Returns the latest Zacks target price consensus data
This database offers consensus analyst recommendations for over 5,000 US and Canadian listed companies.
Returns the latest available dividend information for the Security with the given `identifier`
Returns latest available earnings information for the Security with the given `identifier`
Screen Securities using complex logic. Use POST only. See screener documentation for details on how to construct conditions.
Returns all Data Tags. Returns Data Tags matching parameters when specified.
Searches for Data Tags matching the text `query`
Returns the Data Tag with the given `identifier`
Returns a numeric value for the given `tag` and the entity with the given `identifier`
Returns a text value for the given `tag` for the Security with the given `identifier`
Returns historical values for the given `tag` and the entity represented by the given `identifier`
Returns all active bulk downloads for your account with links to download.
Returns a list of forex currencies for which prices are available.
Returns a list of currency pairs used to request foreign exchange (forex) market price data. The currency that is used as the reference is called quote currency and the currency that is quoted in relation is called the base currency. For example, in the pair code “EURGBP” with a price of 0.88, one Euro (base currency) can be exchanged for 0.88 British Pounds (quote currency).
Provides a list of forex price quotes for a given forex currency pair and timeframe.
Returns a numeric value for the given `tag` for the Stock Market Index with the given `identifier`
Returns a text value for the given `tag` for the Stock Market Index with the given `identifier`
Returns all Municipalities. When parameters are specified, returns matching municipalities.
Returns the Municipality with the given ID
Returns financial statement data for the Municipality with the given ID
Returns a list of all current and upcoming option contract expiration dates for a particular symbol.
Returns all option prices for a given option contract identifier.
Returns all EOD options contracts and their prices for the given symbol and expiration date.
Returns a list of end of day pricing information for all option contracts currently associated with the ticker.
Returns a list of all securities that have options listed and are tradable on a US market exchange. Useful to retrieve the entire universe. Available via a 3rd party, contact sales for a trial.
Returns a list of all current and upcoming option contract expiration dates for a particular symbol. Available via a 3rd party, contact sales for a trial.
Returns all price data from inception to expiration for a particular contract.
Returns a list of the historical end-of-day top of the order book size and premium (bid / ask), the latest trade size and premium as well as the greeks and implied volatility for all option contracts currently associated with the option chain. Available via a 3rd party, contact sales for a trial.
Returns all option prices for a given option contract identifier.
Returns a list of the latest National Best Bid & Offer (NBBO) top of the order book size and premium (bid / ask), the latest trade size and premium as well as the greeks and implied volatility for all option contracts currently associated with the option chain.
Returns a list of the latest National Best Bid & Offer (NBBO) top of the order book size and premium (bid / ask), the latest trade size and premium as well as the greeks and implied volatility for all option contracts currently associated with the ticker.
Returns all option stats (greeks and implied volatility) as well as the underlying factors used to calculate them, for a particular option contract.
Returns a list of all current and upcoming option contract expiration dates for a particular symbol.
Returns a list of all securities that have options listed and are tradable on a US market exchange. Useful to retrieve the entire universe.
Returns a list of interval data points for a contract.
Returns a list of intervals for the biggest movers by change over the last hour interval.
Returns a list of intervals for the biggest movers over the last hour interval.
Returns a list of intervals for the biggest movers by volume over the last hour interval.
Returns a list of latest price data for up to 250 option contracts per request.
Returns all tickers that have existing options contracts.
Returns unusual options activity for a particular company across all option chains. Unusual options activity includes large trades, sweeps, and block trades.
Returns all trades for a contract between start time and end time, up to seven days ago for the specified source.
Returns all trades between start time and end time, up to seven days ago for the specified source.
Returns unusual trades for a given identifier within the query parameters.
Returns total open interest and volume by ticker
Returns the latest unusual options activity across all US companies with across all option chains. Unusual options activity includes large trades, sweeps, and block trades.
Returns unusual trades for all underlying security symbols within the query parameters.
Returns a list of the latest top of the order book size and premium (bid / ask), the latest trade size and premium as well as the greeks and implied volatility for all call/put contracts that match the strike and symbol specified.
Returns all options snapshots for the queried interval with links to download.
Returns many popular metrics for a security from multiple products conveniently in one API. Realtime stock price data requires at least one realtime product subscription (IEX, NASDAQ Basic, and/or Delayed SIP). If you are subscribed to multiple realtime stock price products, the api will return the most recent realtime stock price. Previous close price and percent change fields require both an EoD US Stock Price subscription and a realtime stock price subscription. Market_cap, price_to_earnings, and dividendyield data fields require a fundamentals subscription.
Returns answers for a question about the Company with the given `identifier`
Returns a list of companies recognized by the Thea API in the given `text` query string parameter.
This database offers consensus analyst recommendations for over 5,000 US and Canadian listed companies.
Returns the forward PE estimates for the identifier
Returns Zacks ETF holdings data
Returns Zacks institutional holding companies data
Returns Zacks institutional holding owners data
Returns Zacks institutional holdings data
