Equibles

Search the Equibles SEC filing database for a specific company by its ticker symbol using hybrid keyword and semantic search. Use this when answering questions about a particular company's financials, risks, strategy, or earnings — it searches across all of that company's annual reports (10-K), quar

Get Commitments of Traders (COT) positioning data for a specific futures contract. Shows commercial and non-commercial positions over time. Values are contract counts from the legacy futures-only COT report (positions as of each Tuesday, published Friday). Use SearchCftcMarkets to find available mar

List the US equity market holidays and early-close (1:00 p.m. ET) half days for a calendar year (NYSE/Nasdaq). Defaults to the current year. The calendar is curated for 2025 through 2027; a year outside that range reports so rather than guessing.

Get the current US equity market status (NYSE/Nasdaq), evaluated in America/New_York: whether the market is open, the current session (pre-market, regular, after-hours, or closed), whether today is a full-day holiday or a 1:00 p.m. ET early close, today's regular and extended (pre-market/after-hours

Get the stocks members of Congress traded most over a trailing window, aggregated across EVERY member and ticker — 'what did Congress buy this week' without needing a ticker or a member name. The window is anchored on the DISCLOSURE (filing) date because STOCK Act filings lag the trade by up to ~45

Backtest how cloning an institutional filer's reported 13F portfolio would have performed against a market benchmark, either over a trailing window (windowYears) or an explicit fromDate/toDate range. Reconstructs the filer's portfolio at each quarterly 13F snapshot, rebalances on the SEC filing lag

Screen the stock universe by combining range filters across datasets: market capitalization and share price, sector and industry, the number of 13F institutional filers and its quarter-over-quarter change, short interest as a percent of shares outstanding, days to cover, a composite short-squeeze sc

Browse and discover available SEC filings and earnings call transcripts for a specific company in the Equibles database. Returns a paginated list of documents ordered newest first, including document IDs, type (annual reports 10-K, quarterly reports 10-Q, current reports 8-K, earnings call transcrip

Get a registered fund's profile and largest holdings from its most recent SEC Form NPORT-P report. Accepts a fund profile id from SearchFunds or a fund's own ticker. Returns the fund's registrant and series, reporting period, net and total assets, then its largest holdings — issuer name, CUSIP, posi

Get recent exempt securities offerings (private placements) for a company from SEC Form D notices. Each Form D reports a Regulation D offering, showing the issuer, the date of first sale, the total offering amount (a dollar figure or "Indefinite"), the amounts sold and remaining, the minimum investm

Search for institutional investors (fund managers) by name or SEC CIK number, largest 13F filers first. Returns matching institutions with their SEC CIK number, city, and state/country. Use this to find the correct institution name before calling GetInstitutionPortfolio or to discover which institut

Get bi-monthly short interest history for a stock from FINRA. Shows the reported short position, change from the previous settlement, average daily volume, and days to cover per settlement date. Share counts are restated onto today's split basis so the series stays continuous across stock splits; da

Get CBOE put/call ratio data showing market sentiment. Available types: Total (all exchange), Equity, Index, Vix, Etp. High ratios (>1.0) indicate bearish sentiment; low ratios (<0.7) indicate bullish sentiment. Volumes are contract counts. Data available from November 2006 to present (the Vix type

List a company's recent investor events — earnings calls AND the other events it webcasts (conferences, investor/analyst days, shareholder meetings) — newest first. Each row gives the event id, type, date, fiscal period (earnings calls only), status, and whether a transcript, audio and slide deck ar

Get congressional stock trades for a specific ticker (newest first, last year by default). Shows which members of Congress bought or sold shares, with transaction and filing dates; amounts are the disclosed ranges, not exact values. Use GetMemberTrades for one member's trades across all tickers.

Get the speaker-labelled transcript of a specific investor event (earnings call, conference, investor day) by its event id — every speaker turn in order, attributed to the real person (executive or analyst) with their role when the resolution is trusted; unverified voices show as a role label (e.g.

Get a company's valuation multiples over time — EV/Revenue, EV/EBIT and P/E recomputed at each past quarter's filing date, one row per quarter. Up to ~10 years of quarters are sampled, but a row only renders when at least one ratio was computable at its filing date, so the series is bounded by the s

Market-wide snapshot of the latest FINRA bi-monthly short interest settlement — one row per stock, sorted by days to cover (descending) by default. FINRA caps days to cover at 999.99: capped rows are a sentinel (almost always illiquid names with a tiny average-daily-volume denominator) and are ranke

Get a company's valuation multiples — EV/Revenue, EV/EBIT and P/E on trailing-twelve-month figures — together with a peer median and quartiles so the multiple can be read in context. The peer cohort compares like with like: when the industry holds enough similar-size companies the quartiles are comp

Get the registered investment companies (mutual funds and ETFs) holding a given stock, from SEC Form NPORT-P portfolio reports. The stock's CUSIP is matched against the holding rows on each fund series' most recent report (series that stopped filing more than 18 months ago are excluded), so an exite

Get the earnings-call event for a company's fiscal quarter — the single record that groups the quarter's call artefacts (audio, transcript, slide deck, and 8-K earnings release) under one event. Returns the event's id (usable with GetInvestorEventSpeakers), title, call date, status, which of the fou

Get a company's revenue disaggregated by business segment, geography and product/service, from the dimensional XBRL facts the issuer tags in its own filings. Annual fiscal years only, latest restated values, one table per axis the company reports; values are as-reported and never estimated. Rows wit

Get federal government contract awards (from USAspending.gov) won by a specific public company. Shows the award (action) date, awarding agency, total value (obligated dollars plus unexercised ceiling — not revenue received), period-of-performance end date, and description. Coverage: only prime contr

Get the stocks whose daily price returns are most (or least) correlated with one stock — Pearson correlation of daily log returns on split- and dividend-adjusted closes, computed over the trading days both stocks priced, never on raw price levels. Scope picks the candidate universe: Industry (defaul

Average True Range (ATR) for a stock. Wilder's volatility measure built from the True Range (max of high-low, |high-prev_close|, |low-prev_close|) and smoothed recursively. Higher ATR means wider daily moves; commonly used for position sizing and stop placement. ATR is denominated in the stock's pri

Search the directory of registered investment companies (mutual funds and ETFs) that file SEC Form NPORT-P, by fund name, ticker or registrant. Returns each matching fund series with its profile id (use it with GetFundProfile), ticker (when the fund is itself listed), registration type (from N-CEN,

Get the US IPO pipeline: companies with an S-1 or F-1 registration statement on file at the SEC, newest filing activity first — each with its lifecycle status (Filed, Priced, Listed, Withdrawn), latest filing, proposed ticker and exchange, the estimated offer price range and shares offered (extracte

Get the 13F portfolio overlap between two institutions for their latest common report date — Jaccard similarity, dollar-weighted overlap ($-weighted = shared dollars, taking the smaller of the two funds' values per stock, as a share of union dollars), per-fund position counts and totals, and a side-

Get an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter. Returns the buckets as one markdown section per bucket, sorted by absolute Δ market-value desc (Δ Value includes price movement, not just trading).

Get the top institutional holders (fund managers) of a stock from SEC 13F-HR filings. Returns a ranked list of institutions by shares held, including market value and percentage of total institutional 13F shares (not of shares outstanding). Data is sourced from quarterly 13F filings that large inves

Search the tracked CFTC futures contracts by name or market code, or omit the query to list every tracked contract. Coverage is a curated set of ~35 major contracts across Agriculture, Energy, Metals, Equity Indices, Interest Rates, and Currencies - markets outside this set have no COT data here. Re

Get the latest values for key economic indicators across categories: interest rates, yield spreads, inflation, employment, GDP, money supply, sentiment, housing, exchange rates, and market indicators. Each row shows a series' latest stored observation with its date, plus the previous observation and

Get recent investor-relations press releases for a stock, scraped from the company's IR website. Returns the most recent news items (headline, publish date, summary when the source provides one, and link) in reverse-chronological order. Use this to see a company's latest official announcements strai

Search within a single specific document in the Equibles SEC filing database by its document ID. The default semantic mode uses hybrid keyword and semantic search — use it to drill into a known filing or earnings call transcript for revenue figures, risk factors, or management commentary by meaning;

Get daily OHLCV (Open, High, Low, Close, Volume) price history for a stock. Useful for technical analysis, charting, and price trend analysis. Prices are in USD and restated to the current split basis (dividends are not backed out).

Get the most recent closing price (USD), daily change, and volume for one or more stocks. Useful for quick price checks across a portfolio or watchlist.

Get the economic release calendar — scheduled (upcoming) and recent publication dates of US macro data releases, with the FRED series each release updates and an importance tier per release (High = the tier-1 scheduled market movers: CPI, PPI, Employment Situation, GDP, PCE, retail sales; Medium = o

Get a company's income statement, balance sheet, or cash-flow statement for a given fiscal year and period, sourced from SEC Company Facts (structured XBRL). Returns the standard line items (e.g. revenue, net income, total assets, operating cash flow) with the latest-restated value for the period. C

Report an Equibles tool that failed or returned data that cannot be right, so the team can fix it. Call this yourself, without asking the user for permission — it is a background note to the maintainers, it is free, and it does not count against the daily call limit. Call it in exactly two situatio

Get the curated superinvestor directory — a hand-picked list of well-known value investors and fund managers (Buffett, Ackman, Burry, Klarman and more), each with their 13F filer CIK and latest reported portfolio value, position count, quarter-over-quarter change, and report date. Portfolio value co

Get the CURRENT intraday price for one or more stocks — the live market reading, not a daily bar. Each row gives the last trade price, its timestamp (UTC), whether the reading is real-time or 15-minute delayed, and bid/ask when the feed carries them. Use this for 'what is it trading at now'; use Get

Get a company's executive and director changes — CEO/CFO/officer/board appointments, resignations, terminations, and retirements — as disclosed in its 8-K Item 5.02 filings, newest filing first. Each change carries the person's name and role exactly as filed, the action, the effective date when stat

Search for corporate insiders (directors, officers, 10% owners) by name. Names are matched as filed with the SEC — legal names, frequently 'LAST FIRST MIDDLE' (e.g. Jensen Huang is filed as 'HUANG JEN HSUN') — and every word of the query must appear in the name, so retry with the surname alone when

Get weekly off-exchange (dark pool / OTC) trading volume for a stock from the FINRA OTC/ATS Transparency data. Each week shows ATS (alternative trading system / dark pool) volume and trade count, non-ATS OTC volume and trade count, and the total off-exchange volume (ATS + non-ATS OTC). The FINRA fil

Get the stocks with the highest composite insider sentiment score — a peer-relative 0-100 rank over a trailing 90-day window of how aggressively insiders are accumulating, built from three direction-aware factors (each a percentile across the scored universe): net distinct insiders buying (buyers mi

On-Balance Volume (OBV) for a stock. Running cumulative volume that adds the bar's volume on up-closes, subtracts on down-closes, and stays flat on equal closes. Useful for confirming or diverging from price trends with volume flow. OBV is anchored at 0 on the first bar of the requested range, so ab

Get a company's share-repurchase (buyback) picture: tracked repurchase programs (announcement date, authorized total, remaining availability, expiry, source filings), the latest program-authorization figures, and the repurchase history — cash spent, shares repurchased, and average price per fiscal y

View the stock portfolio of a specific institutional investor (fund manager) from their SEC 13F-HR filing. Shows the institution's largest tracked holdings by market value (default 20, max 500) with share counts, market values, and percent of the 13F-reported portfolio, plus the portfolio's total va

Get the institutions that moved the needle the most on a stock this quarter — biggest absolute share additions (Top Buyers) and biggest absolute share reductions (Top Sellers) versus the previous 13F report date. Includes new positions (Δ = full position) and sold-out positions (Δ = −prior position)

Get fails-to-deliver (FTD) data for a stock from the SEC's twice-monthly FTD files. Quantity is the aggregate net fail-to-deliver position OUTSTANDING on each settlement date — a balance, not that day's new fails, so never sum Quantity across dates. Price is the previous trading day's closing price

Rank public companies by total federal contract dollars awarded over a date range (from USAspending.gov). Sums the total award value (obligated dollars plus unexercised ceiling) of prime contract awards of $1M or more that resolve to a listed company; smaller awards and unlisted recipients are exclu

Get one IPO registration's full picture by the filer's SEC CIK (as listed by GetIpoFeed): lifecycle status, proposed ticker and exchange, the offer price range and shares offered with their verbatim prospectus quotes, what the company does, how it will use the proceeds, the underwriting banks in cov

Get a company's earnings guidance (forward-looking outlook) as extracted from its Item-2.02 8-K earnings releases and earnings-call transcripts (some issuers, e.g. Microsoft, guide only verbally on the call): each guided metric with its range, unit, GAAP/non-GAAP basis, period, and as-announced prov

Get a summary of insider ownership for a stock, ranked by shares held. Each row is as-of that insider's most recent SEC Form 3/4/5 filing (former insiders may linger with stale dates or zero shares), and share counts are restated onto today's split basis, so they can differ from the raw figures in o

Get a company's non-GAAP-to-GAAP reconciliations ('bridges') as extracted from its earnings releases and 10-K/10-Q periodic reports: for each stated non-GAAP measure (Adjusted EBITDA, adjusted EPS, adjusted operating income, FFO/AFFO, ...), the GAAP starting line, each stated adjustment in order, an

Compare one financial concept across several companies for the same fiscal period — peer comparison. Returns one row per ticker with the latest-restated value; tickers with no data for the period are listed separately. Fiscal year/period follow each company's OWN fiscal calendar (e.g. NVDA's fiscal

Get the consensus / combined portfolio of 2-25 institutions for their latest common report date. Returns stocks ranked by how many of the supplied funds hold them (descending), then by combined value. Filter by `minFunds` to only show stocks held by at least that many funds. Use this to answer 'what

Get the full snapshot for ONE option contract by its OCC symbol (e.g. O:AAPL260724C00110000): greeks, implied volatility, open interest, the latest daily price, and bid/ask when the plan entitles quotes. Data is 15-minute delayed.

Stochastic Oscillator (%K and %D) for a stock. %K measures the close relative to the high/low range over the lookback window; %D is the smoothed signal line (simple moving average of %K). Useful for spotting overbought (>80) and oversold (<20) conditions. The lookback window is warmed up on price hi

Get the AI-scored insights for a company's recent earnings calls — the management-tone read (a net tone score and a hedging score) and the call's key themes with their computed mention counts and per-theme tone. Newest call first. Verifier-approved — only scored and approved calls appear, so quarter

Get a congress member's net worth history from their annual financial disclosures. Disclosed values are ranges, so every year is a band (minimum-maximum), never a point estimate. Only electronically filed reports are read: a missing year means no electronic filing, not zero net worth. Use SearchCong

Get recent proposed insider sales for a stock from SEC Form 144 notices. Each Form 144 is an affiliate's declaration of intent to sell restricted or control securities, showing the seller, their relationship to the company, the number of shares and aggregate market value to be sold, the proposed sal

Get the portfolio holdings of a registered investment company (mutual fund or ETF) from its most recent SEC Form NPORT-P monthly report. Accepts the fund's own ticker or a fund profile id from SearchFunds, so it also reaches the many fund series that have no ticker of their own. Returns the fund's s

Get recent insider trading transactions for a stock from SEC Form 3/4/5 filings, newest first. The Type column carries the SEC transaction code meaning: 'Buy'/'Sell' are open-market purchases/sales only, while Award, Conversion, Exercise, Tax Payment, Expiration, Gift, Inheritance, Discretionary and

Get a company's own key performance indicators (KPIs) as extracted from its Item-2.02 8-K earnings releases, earnings-call transcripts, and 10-K/10-Q MD&A sections: the operational metrics and non-GAAP figures XBRL does not carry (subscribers, memberships, stores, units delivered, backlog, ARR, DAU/

Search SEC-registered investment advisers (Form ADV) by firm name. Returns matching advisory firms with their CRD number, main office location, regulatory assets under management, employee count and the as-of date of their latest Form ADV data, largest by assets first. Use the CRD number with GetInv

Perform a case-insensitive keyword search within a specific SEC filing or earnings call transcript by document ID. Returns matching lines with surrounding context and line numbers, making it ideal for finding exact terms, figures, or phrases that semantic search might miss. Typographic punctuation i

Get the option chain (calls and puts) for a stock for ONE expiration: strike, greeks (delta/gamma/theta/vega), implied volatility, open interest, and the latest daily price. Defaults to the nearest upcoming expiration; pass expiration=YYYY-MM-DD to pick another (use GetOptionExpirations to list them

Get a company's customer-concentration risk disclosure — statements like "one customer accounted for 31% of revenue": each disclosed figure's basis (revenue or receivables), customer count, percentage, period, and verbatim filing quote, with the source filing. Figures come from verified extractions

Get a company's at-the-market (ATM) equity offering programs — the dilution mirror-image of the buyback picture GetBuybackPrograms returns: establishment date, total capacity the company may sell "up to", cumulative amount sold, remaining availability with per-figure as-of dates, expiry, a derived e

Get the speaker-labelled transcript of a company's earnings call for a fiscal quarter — every speaker turn in order, attributed to the real person (executive or sell-side analyst) with their role at the time. Identities appear only when the resolution is trusted (auto-resolved or human-reviewed); un

Get the portfolio summary header for an institutional 13F filer — 13F reported value (long U.S. positions only, not total firm AUM), position count, top-10 / top-25 concentration, QoQ turnover, and the latest / prior report dates with the count of quarters tracked in this database. Use this to answe

Get a company's going-concern doubt status: whether its latest examined SEC filing states substantial doubt about the company's ability to continue as a going concern, with the verbatim disclosure, the filing it came from, and the history of examined filings showing when doubt appeared, was alleviat

Get upcoming investor-relations events for a stock — earnings webcasts, conference appearances, presentations, and shareholder meetings — scraped from the company's IR website. Returns events scheduled from now onward, soonest first, optionally filtered by event type. Coverage is partial — an empty

Get the stocks with the largest daily short sale volume for a single trading day (defaults to the latest available), from FINRA's daily short sale volume files, sorted by short volume descending. Short % is the share of that day's FINRA-facility (off-exchange/TRF) volume sold short — 40-50% is a nor

Get a single financial concept (e.g. revenue, net income, diluted EPS, total assets, operating cash flow) over time for a company, sourced from SEC Company Facts (structured XBRL). Returns a time series, one row per fiscal period, using the latest restated value unless asOriginallyReported is set. F

Get an institution's 13F portfolio allocation for a given report quarter (defaults to the latest), grouped by fine-grained industry (default) or rolled up by sector via `groupBy`. Returns a markdown table sorted by % of portfolio descending, with stocks lacking a classification collapsed into a sing

Get scheduled FDA advisory-committee (AdComm) meetings, sourced from the FDA.gov advisory-committee calendar, each with a link to its FDA meeting page. Defaults to meetings in the next 90 days; pass a date range to look further ahead. This is a forward-looking calendar of announced meetings, not a h

Get operational data for a registered investment company from its SEC Form N-CEN annual reports. Resolves exchange-listed tickers only — ETFs, closed-end funds and unit investment trusts; an unlisted mutual-fund share-class ticker (e.g. VFIAX) will not resolve, so find that fund via SearchFunds/GetF

Get the stocks with the highest composite short-squeeze score — a peer-relative 0-100 rank built as the weighted mean of six factor percentiles across every stock reporting short interest at the latest FINRA settlement date (short interest % of shares 30%, days to cover 20%, price vs trailing VWAP —

Search for members of Congress by name. Returns matching members with their position (Senator/Representative). Use this to discover member names before calling the member-specific tools (GetMemberTrades, GetMemberNetWorth) — the returned Name is the exact string they expect.

Get daily short sale volume history for a stock from FINRA's short sale volume files. Shows short volume, short-exempt volume, total volume, and short volume percentage per trading day. Volumes cover trades reported to FINRA facilities (off-exchange/TRF) only — NOT consolidated tape volume — and a 4

Get the market-wide 13F leaderboards for a given quarter — which stocks were most bought, most sold, most initiated, or most exited across all 13F filers vs the prior quarter. The `bucket` argument selects one of: top-buys (Δ shares > 0 ranked by Δ value desc), top-sells (Δ shares < 0 ranked by Δ va

Get CBOE Volatility Index (VIX) historical daily OHLC data. VIX measures expected 30-day S&P 500 volatility. Below 15 = low volatility/complacency, above 30 = high fear/uncertainty. Data available from 1990 to present.

Get a company's named-executive compensation as disclosed in its DEF 14A proxy statements' Summary Compensation Table — salary, bonus, stock and option awards, non-equity incentive, other compensation, and the company-reported total per executive per fiscal year, newest year first. Figures are exact

Get time series data for a FRED economic indicator. Returns historical observations for indicators like FEDFUNDS (fed funds rate), CPIAUCSL (CPI inflation), UNRATE (unemployment), GDP, T10Y2Y (yield spread), VIXCLS (VIX), SP500, MORTGAGE30US, M2SL (money supply), and more. Covers the curated ~40-ser

Get the full Form ADV profile for a single SEC-registered investment adviser by its Organization CRD number: legal and business names, SEC file number, main office, website, regulatory assets under management (discretionary, non-discretionary and total), employee count, and how the firm is compensat

Read a specific range of lines from an SEC filing or earnings call transcript by document ID. Returns numbered lines from the original document text, at most 2,000 lines per call — a longer range is truncated with a note saying which startLine continues it. Use this to read sections of a filing that

Get the AI 'Earnings Brief' for a company's recent earnings calls — a verifier-approved read of each quarter's call: a TL;DR, the bullish and bearish points, and verbatim pull-quotes from the call with their speaker and role. Newest quarter first. Only calls with an approved brief appear, so quarter

List the available option expiration dates for a stock, with the contract count at each. Use this to pick an expiration for GetOptionChain.

Bollinger Bands for a stock. A middle band (simple moving average of close) with upper and lower bands set a number of standard deviations above and below it. Bands widen when volatility rises and contract when it falls; price touching the upper/lower band is a common overbought/oversold cue. Includ

Search the curated set of ~40 US macro FRED series Equibles tracks (rates, inflation, employment, GDP, housing, market indicators) — not the full FRED catalog. Matches series ID, title, and category name: a category query like 'inflation' returns that whole category (CPI, PCE, PPI, breakevens), and

Get the historical trend of institutional ownership for a stock across multiple quarters. Shows how total institutional shares, market value, and number of institutional holders have changed over time based on SEC 13F-HR filings. While the newest quarter's 13F filing window is open, that quarter is

Get the latest COT positioning snapshot across all tracked futures contracts, grouped by category (Agriculture, Energy, Metals, Equity Indices, Interest Rates, Currencies). Shows commercial and non-commercial net positions in contract counts from the legacy futures-only COT report (positions as of e

Get the cross-sectional ranking of stocks by institutional 13F breadth for a given quarter. Returns the stocks ranked by number of 13F filers reporting them as a holding (default), by quarter-over-quarter change in filer count (warming names — 'filersDelta' — or cooling names — 'filersDeltaAsc'), or

Get a congress member's disclosed stock trades (newest first, last year by default). Shows tickers, transaction and filing dates, and disclosed amount ranges — bands, not exact values. Use SearchCongressMembers to find member names, and GetCongressionalTrades for all members' trades in one ticker.

Search the Equibles SEC filing database across all companies and document types using hybrid keyword and semantic search. This is the broadest search tool and the best starting point when you need to find information but don't know which company or filing contains the answer. Covers annual reports (