Back to Fundamentals
Fundamentals
US Fundamentals
15+ years of standardized & as-reported financial statement data, sourced directly from the SEC. The highest quality on the market.
Source
Directly from the SEC
Update Frequency
Real-time (first metrics within 10 min of SEC filing, standardized within 30 min)
History
Back to 2006
Available on All Plans
Access this data starting at $150/mo with our Individual plan. Free trial available.
Included Data Points
As-reported financial dataStandardized financial dataCompany reference & metadataMetrics & ratios (130+)Institutional holdingsInsider transactions
Key Features
- Income statements
- Balance sheets
- Cash flow statements
- 130+ calculated ratios
- Quarterly & annual data
- ADR & OTC coverage
- XBRL sourced
Common Use Cases
- Fundamental analysis
- Company valuation
- Financial modeling
- Stock screening
Frequently Asked Questions
You can filter the filings API to select only 8-Ks with earnings releases. Parsing and standardizing 8-K data is actively being developed.
Yes. Over 2,500 OTC and 1,500 ADR companies are included — all companies that file financials with the SEC in XBRL.
As-reported metrics are available within 10 minutes of SEC upload. Standardized fundamentals and calculated fields can take up to 30 minutes.
Data starts in 2007, with full coverage from 2008 when the SEC mandated XBRL format for 10-Ks and 10-Qs.