Equibles combines primary filings, regulatory disclosures, company-published investor material, and market-data feeds. This page is the map of what is available; the MCP tool reference and REST endpoint reference describe the exact fields and filters.
How to read coverage
- Primary source means the regulator, issuer, exchange, or public authority that publishes the underlying record.
- As reported means Equibles preserves the figure and its source rather than estimating a replacement.
- Derived outputs, such as technical indicators, valuation multiples, rankings, and forecasts, are labelled as calculations built from the underlying records.
- Account data is data you add to your own portfolio or collect through a tracker. MCP and the API return it only to the account that owns it, plus organization colleagues it was shared with.
Companies, filings & research
| Dataset | What it includes | Primary source | Explore |
|---|---|---|---|
| Company directory | US-listed common-stock identity, ticker aliases, CIK, CUSIP, SIC, industry and issuer metadata. | SEC EDGAR and listing data | Filings |
| SEC documents | Normalized, line-addressable text for annual, quarterly and current reports (10-K, 10-Q, 8-K, 20-F, 6-K, 40-F, with amendments), proxy materials (DEF 14A, DEFA14A, DEFM14A, DEFR14A, PRE 14A, PREM14A), registration statements (S-1, S-3, S-3ASR, S-4, F-1, F-3, F-3ASR, F-4, with amendments), tender offers (SC TO-T, SC TO-I, SC TO-C, SC 14D9, with amendments), late-filing notices (NT 10-K, NT 10-Q, NT 20-F) and annual reports to security holders (ARS). Specialized ownership, fund, adviser, and offering filings are parsed into the datasets below rather than the searchable document corpus. | SEC EDGAR | Filings & documents |
| Filing search | Keyword and semantic retrieval over the document corpus, with source-document and line references. | SEC EDGAR | Filings & documents |
| Financial statements & facts | Issuer-tagged XBRL financial facts, reconstructed reported statements, revenue breakdowns, and company KPIs. | SEC EDGAR XBRL and filings | Fundamentals & valuation |
| Filing-derived analysis | Non-GAAP bridges, management guidance, customer concentration, going-concern disclosures, buybacks, ATM programs, executive changes, executive compensation, and valuation multiples. | SEC filings and XBRL | Fundamentals & valuation and capital & executives |
| International listings | Verified listings on Euronext, Xetra, Nasdaq Nordic, BME, GPW, the London Stock Exchange, Shanghai, Shenzhen, Beijing and Hong Kong. Their stock pages show daily prices in the local currency, financial statements, regulatory filings, earnings calls where captured, and European short-position disclosures where published. Over MCP and REST they appear in the screener's market filter, priced in dollars at the official exchange rate beside the local close, and usable in portfolios as MIC:TICKER symbols such as XPAR:AIR. MCP company tools also read their prices, financials, filings, earnings calls, guidance, analyst estimates and European short-position, director-dealing and fund-holding disclosures by MIC:TICKER; see tool conventions. In the screener, non-US rows carry price and market cap only, so any ownership, short or fundamental filter excludes them. |
Official exchange and regulator directories, plus market data | Stock screener |
| Debt profiles | Notes, loan facilities and their tranches, outstanding balances, covenants and the source documents behind them. | SEC filings and issuer annual reports | Debt profiles |
| Exempt offerings | Form D private placements and their amendments. | SEC EDGAR Form D | Filings & documents |
| IPO pipeline | S-1/F-1 registrations and amendments, effective-prospectus terms, pre-IPO financials, underwriters, risk factors, and filing-backed offering classifications. | SEC EDGAR | IPOs |
Earnings & investor relations
| Dataset | What it includes | Primary source | Explore |
|---|---|---|---|
| Earnings calls | Call events, captured audio where available, speaker-attributed transcripts, verified briefs, insight scores, and guidance readings. | Company webcasts and earnings releases | Earnings calls & investor relations |
| Investor events & slides | Conferences, investor days, shareholder meetings, calendars, and presentation decks when captured. | Company investor-relations sites | Earnings calls & investor relations |
| IR news | Company-published press releases and investor-relations news feeds. | Company investor-relations sites | Earnings calls & investor relations |
| Analyst estimates | Consensus forecasts by metric and period, with the history of captured snapshots. | The consensus a company publishes on its investor-relations site; a compiled consensus, labelled as aggregated, when it publishes none | Analyst estimates |
Investor-relations and webcast coverage depends on discovering and successfully reading each issuer's own site. An empty result distinguishes unavailable coverage from a confirmed absence where the surface can do so.
Ownership, funds & public officials
| Dataset | What it includes | Primary source | Explore |
|---|---|---|---|
| Institutional ownership | 13F manager portfolios, holder concentration, quarter-over-quarter activity, market-wide activity, and curated superinvestor views. | SEC EDGAR Form 13F | Institutional holdings |
| ETFs | Exact exchange-traded ticker identity, settled performance, assets, concentration, allocations, and portfolio holdings. | Authoritative active security-type directory, market data, and SEC EDGAR N-PORT | ETFs |
| Registered funds | Mutual-fund and ETF series directory, N-PORT holdings, N-CEN operating information, fund ownership of a stock, and SEC-registered investment-adviser profiles. | SEC EDGAR N-PORT, N-CEN, and Form ADV | Funds & advisers |
| Insider activity | Form 3 initial ownership, Forms 4/5 transactions and ownership updates, Form 144 proposed sales, insider search, and the derived insider-sentiment ranking. | SEC EDGAR | Insider trading |
| Congressional activity | Member profiles, disclosed trades, net-worth bands, and market-wide activity. | US congressional financial disclosures | Congressional trading |
| Index composition | Constituents, weights, changes, provenance, and rules-based forecasts for the S&P 500, S&P MidCap 400, S&P SmallCap 600, Nasdaq-100, Russell 1000, Russell 2000, and Dow Jones Industrial Average. | Holdings disclosures from funds that track each index, plus their published daily baskets where available | Stock indexes |
13F filers may report up to 45 days after quarter-end. During that window, market-wide views combine a newly filed portfolio with a prior-quarter portfolio for managers that have not yet filed. Fund holdings can be either full portfolios or tracked-equities-only; each fund response states its own coverage.
Prices, options & short data
| Dataset | What it includes | Primary source | Explore |
|---|---|---|---|
| Daily prices | Settled daily OHLCV history, latest closes, dividends and splits, corporate-action-aware history, technical indicators, and return correlations. | Market-data feed | Prices and Stocks & ETFs |
| Live quotes | Latest intraday trade, timestamp, session, and bid/ask when available. Each reading states whether it is real-time or delayed. Needs a paid plan. | Market-data feed | Prices |
| Option chains | Expirations, calls and puts, strikes, greeks, implied volatility, open interest, daily snapshot prices, and entitled bid/ask quotes. | Market-data feed | Options |
| Short & settlement data | Daily short volume, bi-monthly short interest, weekly off-exchange volume, SEC fails to deliver, the derived short-squeeze score, and a separately labelled model estimate of the next short-interest settlement. | FINRA and SEC | Short data |
| Market status & sentiment | US market sessions, holidays and early closes, CBOE VIX daily history, and put/call ratios. | Exchange calendar and CBOE | Market status & calendar and market sentiment |
Daily bars and live quotes are separate products: an intraday quote never silently replaces a settled daily close. Zero-volume carry-forward candles are excluded from customer-facing daily-price calculations because they do not establish a traded market price.
European disclosures
| Dataset | What it includes | Primary source | Explore |
|---|---|---|---|
| Net short positions | Individual net short-position disclosures and published aggregates, matched to the exact ISIN of a verified European listing. | European market regulators' short-position registers | Short data |
| Director transactions | Swedish director and related-person transactions as the regulator publishes them. | Finansinspektionen (Sweden) | Insider trading |
| Financial reports | French annual and interim report publications as original-source downloads, Spanish interim XBRL reports with their facts, and European ESEF annual reports in the document corpus (documentType=EsefAnnualReport on the filing feeds). |
AMF and DILA (France), CNMV (Spain), and national officially appointed mechanisms and regulators | Filings & documents |
| Fund holdings | Swedish UCITS quarterly portfolio positions in a listed security. | Finansinspektionen (Sweden) | Funds & advisers |
These are separate datasets from their US counterparts: a European short-position disclosure is not FINRA short interest, and Swedish fund positions are not merged with SEC ownership.
Macro, contracts & catalysts
| Dataset | What it includes | Primary source | Explore |
|---|---|---|---|
| Economic data | Curated FRED indicators, historical observations, latest values, and release calendar. | Federal Reserve Bank of St. Louis (FRED) | Economic data |
| Futures positioning | CFTC contract directory, weekly Commitments of Traders history, and latest-position snapshots. | CFTC | Futures positioning |
| Government contracts | Federal contract awards by company and the top contractors over a selected period. | USAspending.gov | Government contracts |
| FDA catalysts | Scheduled FDA advisory-committee meetings, soonest first. | FDA | FDA catalysts |
Your portfolios and trackers
Portfolios are the one customer-authored dataset: portfolios, stock and option lots, cost basis, realized and unrealized P&L, and watch-only instruments. Only portfolio endpoints write data. A portfolio owned by a different account is not exposed unless its creator shared it with your organization. See portfolios.
Trackers turn web pages you choose into structured data on a schedule; read their results through the MCP tools or the web data feed endpoints. On Pro, bulk dataset downloads offer the full history of short interest, short volume, fails-to-deliver, ATM programs, going-concern assessments and buybacks as CSV files.
Freshness & limits
| Data | Typical update point | Important limit |
|---|---|---|
| SEC filings and XBRL | As EDGAR publishes and the document is processed. | A newly accepted filing can precede downstream analysis or narrative extraction. |
| Daily prices | After the US session settles. | History is end-of-day data, not a live price series. On API/MCP, Free receives each session 4 hours after the market close. |
| Live quotes and options | During market hours or when requested. | API/MCP are real-time on Pro, 15-minute delayed on Plus, and unavailable on Free, which covers end-of-day data only; option data is a current snapshot, not an options-history store. |
| Earnings calls and IR material | After the issuer publishes it and capture succeeds. | Webcasts, transcripts, slides, news, and events are issuer-site dependent. |
| 13F and N-PORT | On the source filing schedule. | 13F reports are quarterly and can arrive up to 45 days after quarter-end; fund responses state whether holdings are complete. |
| Index composition | Filing-based snapshots and, for eligible sources, daily fund baskets. | Published composition and changes require a complete source snapshot; forecasts are rules-based observations, not index-provider decisions. |
| Insider, congressional, and short data | On each disclosure authority's schedule. | Insider filings and congressional disclosures can lag a trade; FINRA short interest is bi-monthly. |
| Macro and derivatives | On each publisher's release schedule. | FRED series are a curated set; COT reports are weekly. |
| IPOs | Daily EDGAR index sweep. | An offering's terms and classification are published only when the relevant filing evidence supports them. |
Accuracy & provenance
We do not classify financial data from ticker or company-name patterns. Where an authoritative field is missing, the value is omitted rather than guessed. Most values are as reported; derived outputs identify their basis, and filing-derived narrative extractions retain source evidence and are independently verified before publication. Read data methodology for the full provenance, split-adjustment, and fiscal-period rules.