Datasets

Each dataset has its own route, its own source, and its own load, which /v1/status reports separately. Error rates are on the Quality page; this table shows where one is published and where it isn’t yet.

Dataset	Route	Source	Error rate
Company	/v1/companies/{id}	SEC ticker file and filer records	Not applicable
Metrics	/v1/companies/{id}/metrics	SEC Company Facts	Published for revenue, net income and cash
Financials	/v1/companies/{id}/financials	SEC Financial Statement Data Sets, normalized	Published for the 25 served fields
Statements	/v1/companies/{id}/statements	SEC Financial Statement Data Sets	Published as fidelity samples
Segments	/v1/companies/{id}/segments	SEC Financial Statement Data Sets	Published
Insider trades	/v1/companies/{id}/insider-trades	SEC Forms 3, 4 and 5	Not published yet
Form 13F holdings	/v1/companies/{id}/form13f	SEC Form 13F data sets	Not published yet
Holders	/v1/companies/{id}/holders	Form 13F, mapped to issuers	Published
Ownership	/v1/companies/{id}/ownership	SEC Schedules 13D and 13G	Not published yet
Filings	/v1/companies/{id}/filings	SEC submissions	Not published yet
Earnings releases	/v1/companies/{id}/earnings-releases	SEC 8-K Item 2.02 exhibits	Published for titles
Macro	/v1/macro/{series}	U.S. Bureau of Labor Statistics	Not published yet

Metrics, financials or statements?

Three routes carry financial figures, and they answer different questions:

• Metrics gives you five headline figures (revenue, net income, diluted EPS, operating cash flow, cash) as long time series, each with its filing, its first report and any adjustment. Use it for “what was revenue each year”.
• Financials gives you a wider, normalized set of fields read from the lines a company printed on its statements. Use it when you need the same field names and shape for every company. Only fields that passed our publish bar are served.
• Statements gives you each statement exactly as the company tagged it, line by line, with no normalizing. Use it when you need what the filing says, in the filing’s own terms.

Metrics come from the SEC’s Company Facts file and arrive the morning after the SEC publishes it. Statements come from the SEC’s quarterly data sets, so they can be about a quarter behind. See Where the data comes from.