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API

Embed our data directly into your workflow.

Installation
Installation
General information, including installation and authentication instructions.
Professional & Institutional Member Access

Professional and Institutional members of our website can access data in the following endpoints in our API.

Fundamentals Datasets
Reported Fundamentals
Data as reported by the company from their financial statements - the income statement, balance sheet, and cash flow statement. Updated daily for 3400+ stocks.
Reference Datasets
Coverage
List of the securities we cover by type - stocks, ETFs, mutual funds, and inactive stocks. This information can be used to identify the securities available in other APIs.
Datapoints
List of the datapoints available in our API.
Ratings Datasets
Overall Rating
Our Overall Rating on 3400+ stocks, 1000+ ETFs, and 6000+ mutual funds. Ratings are updated daily.
Component Ratings
Our Component ratings on 3400+ stocks, 1000+ ETFs, and 6000+ mutual funds. Ratings are updated daily.
Sector & Industry Datasets
Sector & Industry
Data from aggregating our models for all the stocks in sectors and industries. Updated daily.
Additional Institutional Member Access

Access to the Adjusted Fundamentals endpoint is included with an Institutional Membership. Other endpoints are available a la carte to Institutional Members.

Fundamentals Datasets
Adjusted Fundamentals
All of the reported fundamental data, plus critical adjustments based on data from the management discussion & analysis (MD&A) and the footnotes to the financial statements. Plus, our adjusted, economic financial statements and the metrics that drive our Ratings. Updated daily for 3400+ stocks.
Reconciliation Datasets
Core Earnings And Earnings Distortion
This dataset provides the Core Earnings and Earnings Distortion data featured in the paper "Core Earnings: New Data and Evidence" published in The Journal of Financial Economics.
Net Income to NOPAT Reconciliation
This data set contains the adjustments we make to convert reported net income to Net Operating Profit After Tax (NOPAT), the unlevered, normalized, recurring after-tax cash flows of the business. Updated daily.
Revenue to EBITDA Reconciliation
This data set contains the data we use to calculate EBITDA (Earnings Before Interest, Taxes, Depreciation & Amortization). Updated daily.
Market Value to Enterprise Value Reconciliation
This data set contains the adjustments we make to convert equity market value to Enterprise Value. Updated daily.
Total Assets to Invested Capital Reconciliation
This data set contains the adjustments we make to convert reported total assets to Invested Capital. Updated daily.
Accounting Book Value to Invested Capital Reconciliation
This data set contains the adjustments we make to convert reported accounting book value to Invested Capital. Updated daily.
Value/Fundamental Screens
Traditional Value Screens
This data set contains scrubbed accounting data - a better version of the components used in your traditional value screens. Updated daily.
Enhanced Value Screens
Replace traditional screens with our enhanced screens, which capture proprietary data found only in the footnotes and Management Discussion & Analysis sections of financial filings. Updated daily.
Metrics Datasets
Return on Invested Capital
The data used to calculate our version of Return on Invested Capital (ROIC), including variant calculations. Updated daily.
Economic Book Value Calculation
The data used to calculate Economic Book Value, our measure of the no-growth value of a stock. Updated daily.
Deprecated Datasets