Datasets
Everything Equibles collects, parsed from regulators and primary filings — never third-party estimates. Each dataset is available through the MCP server and REST API, and — for bulk feeds or high-volume access — enterprise licensing.
Companies & reference
Companies
The universe of US-listed common stocks that every other dataset links to.
| Field | Type | Description |
|---|---|---|
| Ticker | string | Primary ticker symbol (unique) |
| Name | string | Company name |
| Cik | string | SEC Central Index Key (unique) |
| Cusip | string | CUSIP identifier |
| Sic | string | SEC 4-digit SIC industry code |
| EntityType | string | EDGAR entity type (operating / other) |
| MarketCapitalization | double | Market capitalization (USD) |
| SharesOutStanding | long | Shares outstanding |
| FiscalYearEndMonth | int | Fiscal-year-end month (1–12) |
| Website | string | Company website |
| SecondaryTickers | string[] | Alternate tickers / share classes |
| Industry | string | Industry & sector taxonomy the stock belongs to |
SEC filings, documents & search
SEC Filings & Documents
Every EDGAR filing, normalized to clean full text — searchable since 2000.
Types include 10-K, 10-Q, 8-K, 20-F, 6-K, Forms 3/4/144, DEF 14A, N-CEN, NPORT-P and the amendments of each, plus Equibles-materialized Earnings Call and Investor Relations News documents.
| Field | Type | Description |
|---|---|---|
| DocumentType | enum | Filing form (10-K, 8-K, 4, Earnings Call, …) |
| CommonStock | string | Ticker of the filing company |
| ReportingDate | date | Date the filing was filed |
| ReportingForDate | date | Period the filing pertains to |
| Items | string | SEC item numbers on an 8-K (e.g. "2.02,9.01") |
| SourceUrl | string | Link to the filing on EDGAR |
| AccessionNumber | string | SEC accession number (globally unique) |
| LineCount | int | Number of lines of normalized content |
Document Chunks
Every document split into passages for keyword (BM25) and semantic retrieval.
| Field | Type | Description |
|---|---|---|
| Content | string | The passage text |
| Index | int | Ordinal of the chunk within its document |
| Ticker | string | Company ticker (denormalized, full-text indexed) |
| DocumentType | enum | Parent document's type (filter without a join) |
| ReportingDate | date | Parent filing date |
| StartPosition / EndPosition | int | Character offsets in the source document |
| StartLineNumber | int | Approx. line where the chunk starts |
| DocumentId | guid | Parent document |
Embeddings
Vector embeddings of every chunk, powering finance-tuned semantic search (pgvector).
| Field | Type | Description |
|---|---|---|
| Vector | vector | The embedding (pgvector column) |
| VectorDimension | int | Dimensionality of the vector |
| Model | string | Embedding model that produced the vector |
| ChunkId | guid | The chunk this vector represents |
Fundamentals
Financial Facts (XBRL)
Normalized XBRL facts — one concept, period and unit per row — for cross-company screening.
| Field | Type | Description |
|---|---|---|
| Concept | string | XBRL concept tag & label (e.g. Revenues, NetIncomeLoss) |
| Value | decimal | Reported value |
| Unit | string | XBRL unit (USD, USD/shares, shares, pure) |
| PeriodStart / PeriodEnd | date | The reporting period |
| FiscalYear / FiscalPeriod | int / enum | Fiscal year and period (Q1–Q4 / FY) |
| Form | enum | Source form (10-K, 10-Q, 20-F, …) |
| Frame | string | SEC standardized frame (e.g. CY2024Q1I) |
| FiledDate | date | When the source filing was filed |
| AccessionNumber | string | Source filing (restatements kept as rows) |
Reported Financial Statements
Whole statements reconstructed as-reported, in the issuer's own layout, from SEC R-files.
| Field | Type | Description |
|---|---|---|
| Kind | enum | Income statement, balance sheet, or cash flow |
| RoleShortName | string | Statement title as SEC renders it |
| FiscalYear / FiscalPeriod | int / enum | Fiscal year and period |
| PrimaryPeriodEnd | date | Period the newest column represents |
| Currency | string | Reporting currency (e.g. USD) |
| Scale | long | Presentation scale (1 / 1,000 / 1,000,000) |
| Payload | json | Reconstructed statement (columns, rows, labels, values) |
| Form / FiledDate | enum / date | Source form and filing date |
Ownership & smart money
Institutional Holdings (13F)
Quarterly 13F positions of every manager with >$100M in qualifying assets.
| Field | Type | Description |
|---|---|---|
| InstitutionalHolder | string | Name of the filing institution |
| CommonStock | string | Ticker of the held stock |
| FilingDate | date | Date the 13F was filed |
| ReportDate | date | End of reporting period (quarter end) |
| Value | long | Market value of holding (USD) |
| Shares | long | Number of shares held |
| ShareType | enum | Share type (SH, PRN, …) |
| InvestmentDiscretion | enum | Sole, Shared, or Defined |
| VotingAuthSole / Shared / None | long | Voting-authority share breakdown |
| CUSIP | string | CUSIP identifier |
| AccessionNumber | string | Filing accession number |
Insider Trading
Forms 3, 4 & 144 — officer and director transactions, with fat-finger price repair.
TransactionCode values: Purchase, Sale, Award, Conversion, Exercise, Tax Payment, Expiration, Gift, Inheritance, Discretionary, Holding, Other.
| Field | Type | Description |
|---|---|---|
| TransactionDate | date | When the trade occurred |
| FilingDate | date | When the Form 3/4/5 was filed |
| TransactionCode | enum | Nature of the transaction |
| AcquiredDisposed | enum | Shares acquired (A) or disposed (D) |
| Shares | long | Number of shares in the transaction |
| PricePerShare | decimal | Effective per-share price (repaired) |
| ReportedPricePerShare | decimal | Per-share price exactly as filed |
| SharesOwnedAfter | long | Holdings after the transaction |
| SecurityTitle | string | Title of the security (e.g. Common Stock) |
| IsRule10b5One | bool | Trade under a Rule 10b5-1 plan |
Congressional Trades
Stock transactions disclosed by members of the US House and Senate.
| Field | Type | Description |
|---|---|---|
| TransactionDate | date | When the member traded |
| FilingDate | date | When the disclosure was filed |
| TransactionType | enum | Purchase or Sale |
| OwnerType | string | Self, spouse, joint, or dependent |
| AssetName | string | Traded asset as disclosed |
| AmountFrom / AmountTo | long | Lower / upper bound of the disclosed dollar range |
Investment Advisers (Form ADV)
SEC-registered advisory firms, from Form ADV Part 1A.
| Field | Type | Description |
|---|---|---|
| LegalName | string | Firm's legal name |
| PrimaryBusinessName | string | DBA name when different |
| Crd | int | Organization CRD number |
| SecNumber | string | SEC file number (e.g. 801-54739) |
| TotalRegulatoryAum | long | Total regulatory AUM (USD) |
| DiscretionaryAum / NonDiscretionaryAum | long | AUM split by discretion |
| NumberOfEmployees | int | Advisory-function employees |
| MainOfficeCity / State / Country | string | Main office location |
| WebsiteAddress | string | Firm website |
| ReportDate | date | Snapshot date of the imported bulk file |
Funds & ETFs (Form N-PORT)
Monthly portfolio holdings of registered funds and ETFs — one row per position.
Each holding rolls up to a filing carrying SeriesName, SeriesId, RegistrantName, FilingDate, ReportPeriodDate and NetAssets.
| Field | Type | Description |
|---|---|---|
| Name | string | Issuer / instrument name as reported |
| ValueUsd | decimal | Holding value in US dollars |
| PercentValue | decimal | Share of fund net assets, % (negative = short) |
| Balance | decimal | Position size in reported units |
| Units | string | NS shares, PA principal, NC contracts |
| PayoffProfile | string | Long or Short |
| AssetCategory | string | N-PORT asset code (EC equity, DBT debt, DE derivative) |
| Cusip / Isin / Lei | string | Security identifiers when reported |
| Currency / InvestmentCountry | string | Denomination currency and country |
Earnings calls & investor events
Earnings Call Events
The event that ties together a company's transcript, audio, slides and 8-K for one call.
EventType: Earnings Call, Capital Markets Day, Investor Update, Annual General Meeting, Conference, Fireside Chat, M&A Announcement. Status: Scheduled, Live, Concluded.
| Field | Type | Description |
|---|---|---|
| CommonStock | string | Ticker of the company |
| EventTitle | string | e.g. "Apple Q3 FY25 Earnings Call" |
| CallDate | datetime | Live-call start time |
| FiscalYear / FiscalQuarter | int | Fiscal year and quarter of the call |
| EventType | enum | Kind of investor event |
| Status | enum | Scheduled / Live / Concluded |
| TranscriptSource | enum | Text provider vs our audio pipeline (STT + diarization) |
| WebcastUrl | string | Company's webcast / registration link |
Earnings Call Audio
Webcast audio captured from the company's own investor-relations events.
| Field | Type | Description |
|---|---|---|
| Status | enum | Scheduled, Live, Captured, Failed |
| DurationSeconds | int | Length of the recording |
| MimeType | string | Audio format (audio/mpeg, audio/mp4, …) |
| CapturedAt | datetime | When the audio was captured |
| SourceUrl | string | IR webcast / replay link the audio came from |
Earnings Call Transcripts
Speaker-attributed transcripts — one row per paragraph, with per-word audio timings.
Also stored as a full-text, semantically searchable document. Audio-pipeline transcripts carry timings; text-provider transcripts do not.
| Field | Type | Description |
|---|---|---|
| Text | string | The spoken paragraph |
| OrderIndex | int | Paragraph order within the transcript |
| ResolvedRoleAtTime | string | Speaker role at call date (e.g. "CFO", "Analyst — Goldman Sachs") |
| PersonId | guid | Resolved speaker identity (null = unresolved / operator) |
| StartSeconds / EndSeconds | double | Audio anchors for the paragraph |
| WordTimingsJson | json | Per-word {word, start, end} timings |
| Confidence | double | Transcription / diarization confidence |
Slide Decks
Investor presentations captured from IR sites and 8-K exhibits, matched to the right event.
| Field | Type | Description |
|---|---|---|
| Title | string | e.g. "Q3 FY25 Earnings Presentation" |
| Source | enum | IR website or 8-K exhibit |
| PageCount | int | Number of slides / pages |
| MimeType | string | application/pdf once captured |
| CapturedAt | datetime | When the deck was captured |
| SourceUrl | string | IR page or 8-K exhibit link |
Investor-Relations Events
Scheduled IR events — earnings calls, conferences, presentations and shareholder meetings.
Type: Earnings call, Conference, Presentation, Shareholder meeting, Webcast, Other.
| Field | Type | Description |
|---|---|---|
| CommonStock | string | Ticker of the company |
| Title | string | Event title |
| StartDateTime | datetime | When the event starts (UTC) |
| Type | enum | Kind of event |
| Url | string | Registration / webcast link |
Investor-Relations News
Company press releases scraped from IR sites and made full-text searchable.
| Field | Type | Description |
|---|---|---|
| CommonStock | string | Ticker of the company |
| Title | string | Press-release headline |
| PublishedAt | datetime | Publish time (UTC) |
| Summary | string | Short teaser when provided |
| Content | string | Full readable body |
| Url | string | Link to the release |
Prices & corporate actions
Daily Stock Prices
Daily OHLCV history, split- and dividend-adjusted.
| Field | Type | Description |
|---|---|---|
| Date | date | Trading day |
| Open / High / Low / Close | decimal | OHLC prices |
| AdjustedClose | decimal | Split/dividend-adjusted close |
| Volume | long | Shares traded |
Stock Splits
Forward and reverse splits, with historical prices back-adjusted on effect.
| Field | Type | Description |
|---|---|---|
| CommonStock | string | Ticker of the company |
| EffectiveDate | date | When the split took effect |
| Numerator / Denominator | decimal | Split ratio (10:1 forward, 1:12 reverse) |
| Source | enum | Where the split was sourced |
Cash Dividends
Per-share cash dividends by ex-date, feeding the dividend-adjusted price series.
| Field | Type | Description |
|---|---|---|
| CommonStock | string | Ticker of the company |
| ExDate | date | Ex-dividend date |
| AmountPerShare | decimal | Cash paid per share |
| Source | enum | Data source (Yahoo, Manual) |
Short & settlement
Daily Short Volume
Daily short-sale volume, short-exempt volume and total consolidated volume.
| Field | Type | Description |
|---|---|---|
| CommonStock | string | Ticker symbol |
| Date | date | Trading date |
| ShortVolume | long | Shares sold short |
| ShortExemptVolume | long | Short-exempt volume (market makers) |
| TotalVolume | long | Total consolidated volume |
Short Interest
Bi-monthly aggregate short positions and days-to-cover ratios.
| Field | Type | Description |
|---|---|---|
| CommonStock | string | Ticker symbol |
| SettlementDate | date | Settlement date of the short interest |
| CurrentShortPosition | long | Current aggregate short position |
| PreviousShortPosition | long | Previous period's short position |
| ChangeInShortPosition | long | Change from the previous period |
| AverageDailyVolume | long | Average daily trading volume |
| DaysToCover | decimal | Short position / average daily volume |
Fails to Deliver
Securities not delivered on the settlement date, published twice monthly.
| Field | Type | Description |
|---|---|---|
| CommonStock | string | Ticker symbol |
| SettlementDate | date | Settlement date of the failure |
| Quantity | long | Shares that failed to deliver |
| Price | decimal | Prior trading day's closing price (SEC convention) |
Macro & derivatives
Economic Data (FRED)
Federal Reserve economic series and their full observation history.
Categories: Interest Rates, Yield Spreads, Corporate Bond Spreads, Inflation, Employment, GDP & Output, Money Supply, Sentiment, Housing, Exchange Rates, Market. Each observation carries a Date and Value.
| Field | Type | Description |
|---|---|---|
| SeriesId | string | FRED series code (e.g. GDP, UNRATE) |
| Title | string | Human-readable series title |
| Category | enum | Series grouping |
| Frequency | string | Reporting frequency (e.g. Monthly) |
| Units | string | Units of measure |
| ObservationStart / End | date | Coverage range |
Futures Positioning (CFTC)
Weekly Commitments-of-Traders positioning across commodities, indices, rates and currencies.
| Field | Type | Description |
|---|---|---|
| MarketName | string | Contract name (e.g. GOLD - COMMODITY EXCHANGE INC.) |
| ReportDate | date | Report (Tuesday) date |
| OpenInterest | long | Total open interest |
| NonCommLong / NonCommShort | long | Non-commercial (speculator) positions |
| CommLong / CommShort | long | Commercial (hedger) positions |
| NonRptLong / NonRptShort | long | Non-reportable (small-trader) positions |
| ChangeOpenInterest | long | Week-over-week change in open interest |
Volatility (CBOE)
Daily VIX index and put/call ratios across the total, equity, index, VIX and ETP series.
| Field | Type | Description |
|---|---|---|
| Date | date | Trading day |
| VIX Open / High / Low / Close | decimal | Daily VIX index OHLC |
| RatioType | enum | Put/call series: Total, Equity, Index, VIX, ETP |
| PutCallRatio | decimal | Put/call ratio value |
| CallVolume / PutVolume / TotalVolume | long | Option volumes |
Access every dataset
Query it through the MCP server and REST API, or license bulk feeds for your own systems.