Equibles covers US-listed companies with data sourced from primary regulators, exchanges, and market-data feeds. The web interface shows a curated slice of each dataset; the MCP server and REST API expose the full set.
Filings & fundamentals
| Dataset | What it covers | Source |
|---|---|---|
| SEC filings | 10-K, 10-Q, 8-K, 20-F, 6-K, 40-F and amendments, with full text. | SEC EDGAR |
| Financial facts | Income statement, balance sheet, and cash flow from tagged XBRL. | SEC EDGAR (XBRL) |
| Earnings calls | Full transcripts with speaker attribution, briefs, and insights. | Company webcasts |
| KPIs & guidance | Company-reported KPIs, non-GAAP bridges, and forward guidance. | SEC filings |
Ownership & trading
| Dataset | What it covers | Source |
|---|---|---|
| Institutional holdings | 13F portfolios, top holders, and quarter-over-quarter activity. | SEC EDGAR (13F) |
| Insider trading | Form 3/4 transactions, ownership, and Form 144 proposed sales. | SEC EDGAR |
| Congressional trading | Stock trades and net worth for members of Congress. | Congressional disclosures |
| Funds & ETFs | NPORT-P holdings, N-CEN operations, and Form ADV advisers. | SEC EDGAR |
Market & short data
| Dataset | What it covers | Source |
|---|---|---|
| Short volume & interest | Daily short volume, bi-monthly short interest, and squeeze scores. | FINRA |
| Off-exchange volume | Weekly dark-pool / OTC (ATS) volume. | FINRA |
| Fails to deliver | SEC fails-to-deliver records. | SEC |
| Stock prices | End-of-day OHLCV history and computed technical indicators. | Market-data feed |
Macro & derivatives
| Dataset | What it covers | Source |
|---|---|---|
| Economic indicators | Rates, inflation, GDP, employment, and a release calendar. | FRED |
| Futures positioning | Weekly Commitments of Traders (COT) positioning. | CFTC |
| Market sentiment | CBOE VIX (from 1990) and put/call ratios. | CBOE |
| Capital returns | Buyback and at-the-market (ATM) equity programs. | SEC filings |
Corporate actions & catalysts
| Dataset | What it covers | Source |
|---|---|---|
| Executives | Executive and director changes and disclosed compensation. | SEC filings |
| Government contracts | Federal contract awards and the top federal contractors. | USAspending |
| FDA catalysts | Scheduled FDA advisory-committee meetings. | FDA |
Freshness
Each feed updates on its own schedule; we pick up new data as it's published at the source:
| Data | Update cadence |
|---|---|
| Prices | End-of-day, after the US close. |
| SEC filings & XBRL | Continuously — minutes after EDGAR accepts a filing. |
| Earnings calls | Transcribed within hours of the live call; briefs and insights follow after verification. |
| 13F holdings | Quarterly — filers have up to 45 days after quarter-end, so a quarter reads "combined" until the window closes. |
| Insider (Form 3/4) | Within days — insiders file within two business days of a trade. |
| Congressional trades | Up to ~45 days after the trade (the STOCK Act reporting window). |
| Short volume / interest | Volume daily; interest bi-monthly on FINRA's settlement schedule. |
| Economic (FRED), futures (CFTC), sentiment (CBOE) | On each series' own release schedule — COT weekly on Fridays. |
Accuracy
We don't apply heuristics to classify financial data; values come from authoritative fields (entity types, SIC codes, XBRL tags), so numbers match the source. See Data methodology for how figures are verified and the split between as-reported and derived values.