io.github.daniel3303/equibles

Compare one financial concept across several companies for the same fiscal period — peer comparison. Returns one row per ticker with the latest-restated value; tickers with no data for the period are listed separately. Fiscal year/period follow each company's OWN fiscal calendar (e.g. NVDA's fiscal 2025 ended January 2025), so peer rows can cover very different calendar months — check the Period End column.

Get a company's at-the-market (ATM) equity offering programs — the dilution mirror-image of the buyback picture GetBuybackPrograms returns: establishment date, total capacity the company may sell "up to", cumulative amount sold, remaining availability with per-figure as-of dates, expiry, a derived exhausted/expired status, and source filings. ATM programs have no tagged XBRL equivalent, so figures come from verified extractions of the company's own 10-K, 10-Q and 8-K filings (offering-note prose and disclosure tables); only filings from roughly the last 13 months are scanned, so an empty result means no program was captured there — not proof the company runs no ATM program. Nothing is estimated.

Average True Range (ATR) for a stock. Wilder's volatility measure built from the True Range (max of high-low, |high-prev_close|, |low-prev_close|) and smoothed recursively. Higher ATR means wider daily moves; commonly used for position sizing and stop placement. ATR is denominated in the stock's price units (USD). The smoothing is warmed up on price history fetched before startDate, so values do not depend on the requested range's left edge.

Bollinger Bands for a stock. A middle band (simple moving average of close) with upper and lower bands set a number of standard deviations above and below it. Bands widen when volatility rises and contract when it falls; price touching the upper/lower band is a common overbought/oversold cue. Includes %B ((close-lower)/(upper-lower)) and bandwidth ((upper-lower)/middle) columns. The moving-average window is warmed up on price history fetched before startDate, so values do not depend on the requested range's left edge.

Get a company's share-repurchase (buyback) picture: tracked repurchase programs (announcement date, authorized total, remaining availability, expiry, source filings), the latest program-authorization figures, and the repurchase history — cash spent, shares repurchased, and average price per fiscal year and recent quarters. Figures come from the company's own XBRL facts plus verified extractions of filings' narrative text; nothing is estimated, and figures a company stopped restating carry an explicit staleness label. For the dilution mirror-image — at-the-market (ATM) equity offering programs — use GetAtmPrograms.

Get the AI-scored insights for a company's recent earnings calls — the management-tone read (a net tone score and a hedging score) and the call's key themes with their computed mention counts and per-theme tone. Newest call first. Verifier-approved — only scored and approved calls appear, so quarters can be missing from the sequence (a gap note flags non-consecutive quarters). Use it to gauge how confident or guarded management sounded and what they talked about most.

Get Commitments of Traders (COT) positioning data for a specific futures contract. Shows commercial and non-commercial positions over time. Values are contract counts from the legacy futures-only COT report (positions as of each Tuesday, published Friday). Use SearchCftcMarkets to find available market codes.

Get a company's own key performance indicators (KPIs) as extracted from its Item-2.02 8-K earnings releases, earnings-call transcripts, and 10-K/10-Q MD&A sections: the operational metrics and non-GAAP figures XBRL does not carry (subscribers, memberships, stores, units delivered, backlog, ARR, DAU/MAU, adjusted EBITDA, free cash flow, same-store sales %). Each metric is a time series across releases with the latest stated value, its period, the filed date and source (release, earnings call, or 10-K/10-Q filing), the year-over-year change when the prior-year figure is on file, and the verbatim disclosure. Pass metric to get one metric's full period-by-period history instead of the latest-value overview. Values are exactly as the company stated them, on the stated scale; earnings-call rows are transcript-verbatim and can carry transcription artifacts in labels and quotes — prefer release/filing-sourced rows for exact terminology. When the release states a GAAP-to-non-GAAP reconciliation for a metric, a Reconciliation line shows the bridge: the GAAP starting line, each stated adjustment, and the non-GAAP result.

Get congressional stock trades for a specific ticker (newest first, last year by default). Shows which members of Congress bought or sold shares, with transaction and filing dates; amounts are the disclosed ranges, not exact values. Use GetMemberTrades for one member's trades across all tickers.

Get the consensus / combined portfolio of 2-25 institutions for their latest common report date. Returns stocks ranked by how many of the supplied funds hold them (descending), then by combined value. Filter by `minFunds` to only show stocks held by at least that many funds. Use this to answer 'what do these funds agree on?' or 'show me the top picks across these N investors combined.'

Get the stocks whose daily price returns are most (or least) correlated with one stock — Pearson correlation of daily log returns on split- and dividend-adjusted closes, computed over the trading days both stocks priced, never on raw price levels. Scope picks the candidate universe: Industry (default) ranks the subject's direct industry peers; Sector widens to sibling industries; Market ranges across the ~1,500 largest listed names and surfaces cross-industry relationships the classification misses (suppliers, commodity proxies). direction=Negative flips the ranking to the strongest inverse movers (hedge candidates). Candidates need a $100M market cap and enough overlapping trading days with the subject; each row reports the observation count behind its coefficient. Use GetStockPrices for the underlying series and the screener for fundamentals-based peer sets.

Get a company's customer-concentration risk disclosure — statements like "one customer accounted for 31% of revenue": each disclosed figure's basis (revenue or receivables), customer count, percentage, period, and verbatim filing quote, with the source filing. Figures come from verified extractions of the filings' own narrative text and cover only filers who leave the disclosure untagged — issuers that tag it in structured XBRL (e.g. NVDA, AAPL) are skipped by design and answered with a pointer to GetFinancialFact's 'customer-concentration' concept. A miss is never a statement of no risk. Pass maxFilings > 1 to also see earlier filings' disclosures (the concentration trend).

Get the AI 'Earnings Brief' for a company's recent earnings calls — a verifier-approved read of each quarter's call: a TL;DR, the bullish and bearish points, and verbatim pull-quotes from the call with their speaker and role. Newest quarter first. Only calls with an approved brief appear, so quarters can be missing from the sequence. This is the same brief the Equibles stock page shows; use it for a fast qualitative read of what management said and how it landed.

Get the earnings-call event for a company's fiscal quarter — the single record that groups the quarter's call artefacts (audio, transcript, slide deck, and 8-K earnings release) under one event. Returns the event's id (usable with GetInvestorEventSpeakers), title, call date, status, which of the four artefacts are available, and the release's extracted guidance rows when the 8-K carries approved ones. When a transcript is available, read it with GetEarningsCallSpeakers, or get the AI read via GetEarningsBrief / GetCallInsights. Use this to ask "what do we have for AAPL FY2025 Q3?" rather than chasing each artefact separately.

Get the speaker-labelled transcript of a company's earnings call for a fiscal quarter — every speaker turn in order, attributed to the real person (executive or sell-side analyst) with their role at the time. Identities appear only when the resolution is trusted (auto-resolved or human-reviewed); unverified voices show as a role label (e.g. Operator) or a neutral speaker number. Use GetEarningsCallEvent first to check a transcript exists.

Get the economic release calendar — scheduled (upcoming) and recent publication dates of US macro data releases, with the FRED series each release updates and an importance tier per release (High = the tier-1 scheduled market movers: CPI, PPI, Employment Situation, GDP, PCE, retail sales; Medium = other genuine scheduled prints; Low = daily rate/market levels like SOFR or VIX). FOMC meetings are NOT included — FRED's release feed has no real FOMC meeting dates; use the Federal Reserve's published meeting calendar for those. Defaults to the next 30 days. Use minImportance=high to see only the market movers, and GetEconomicIndicator to fetch a series' data after it prints.

Get time series data for a FRED economic indicator. Returns historical observations for indicators like FEDFUNDS (fed funds rate), CPIAUCSL (CPI inflation), UNRATE (unemployment), GDP, T10Y2Y (yield spread), VIXCLS (VIX), SP500, MORTGAGE30US, M2SL (money supply), and more. Covers the curated ~40-series set Equibles tracks, not the full FRED catalog — use SearchEconomicIndicators to find available series.

Get a company's executive and director changes — CEO/CFO/officer/board appointments, resignations, terminations, and retirements — as disclosed in its 8-K Item 5.02 filings, newest filing first. Each change carries the person's name and role exactly as filed, the action, the effective date when stated, the verbatim disclosure, and the source filing (form + link). Changes are extracted from the filings' narrative text and verified before publication. Coverage is still back-filling: the output names the oldest covered filing date, and an empty answer distinguishes 'covered filings disclose no changes' from 'filings not yet processed'.

Get a company's named-executive compensation as disclosed in its DEF 14A proxy statements' Summary Compensation Table — salary, bonus, stock and option awards, non-equity incentive, other compensation, and the company-reported total per executive per fiscal year, newest year first. Figures are exactly as the company disclosed them; Total is the filer's own figure, never a recomputation. Coverage is limited to US DEF 14A filers (foreign private issuers file 20-F and are not covered) and is still back-filling: the output states the newest proxy on file next to the newest imported year, so stale coverage is visible.

Get recent exempt securities offerings (private placements) for a company from SEC Form D notices. Each Form D reports a Regulation D offering, showing the issuer, the date of first sale, the total offering amount (a dollar figure or "Indefinite"), the amounts sold and remaining, the minimum investment, the number of investors, the claimed exemptions, whether the notice is an amendment (D/A), and its SEC accession number. Ongoing offerings are re-noticed through D/A amendments that RESTATE the same offering — group rows by first-sale date and offering amount and use only the latest notice of each chain, or capital raised will be counted several times over. Use this to track how a company is raising private capital alongside its public filings.

Get fails-to-deliver (FTD) data for a stock from the SEC's twice-monthly FTD files. Quantity is the aggregate net fail-to-deliver position OUTSTANDING on each settlement date — a balance, not that day's new fails, so never sum Quantity across dates. Price is the previous trading day's closing price (SEC file convention, not a settlement price) and Value = Quantity × Price. Dates absent from the table had no reported fails; the SEC publishes each half-month batch with roughly a two-week lag, so the newest rows trail today. High or persistent FTD balances may indicate naked short selling or settlement issues.

Get scheduled FDA advisory-committee (AdComm) meetings, sourced from the FDA.gov advisory-committee calendar, each with a link to its FDA meeting page. Defaults to meetings in the next 90 days; pass a date range to look further ahead. This is a forward-looking calendar of announced meetings, not a historical archive — coverage starts in late 2025 — and entries are the FDA's own listings, not linked to stock tickers.

Get a single financial concept (e.g. revenue, net income, diluted EPS, total assets, operating cash flow) over time for a company, sourced from SEC Company Facts (structured XBRL). Returns a time series, one row per fiscal period, using the latest restated value unless asOriginallyReported is set. Fiscal years/quarters follow the company's own fiscal calendar. For a full statement use GetFinancialStatement; to compare peers use CompareFinancialFact.

Get a company's income statement, balance sheet, or cash-flow statement for a given fiscal year and period, sourced from SEC Company Facts (structured XBRL). Returns the standard line items (e.g. revenue, net income, total assets, operating cash flow) with the latest-restated value for the period. Company-specific dimensional facts (e.g. product-segment revenue) are not included — use GetRevenueBreakdown for segment/geographic revenue, and GetFinancialFact or CompareFinancialFact for one line item across periods or across companies.

Backtest how cloning an institutional filer's reported 13F portfolio would have performed against a market benchmark, either over a trailing window (windowYears) or an explicit fromDate/toDate range. Reconstructs the filer's portfolio at each quarterly 13F snapshot, rebalances on the SEC filing lag (so the simulation uses only information available at the time), and values it forward against the benchmark. Returns total return, annualized return (CAGR), and max drawdown for both the cloned portfolio and the benchmark, plus the alpha between them. Use this to answer 'how would cloning fund X have performed against the market'.

Get the portfolio holdings of a registered investment company (mutual fund or ETF) from its most recent SEC Form NPORT-P monthly report. Accepts the fund's own ticker or a fund profile id from SearchFunds, so it also reaches the many fund series that have no ticker of their own. Returns the fund's series, reporting period and net assets, followed by its largest holdings — issuer name, CUSIP, position size, U.S.-dollar value and share of net assets, with the asset category. Use SearchFunds to discover funds, GetFundProfile for the same view with the fund's registrant and total assets, and GetFundsHoldingStock for the inverse question (which funds own a stock). Only registered funds file NPORT-P; operating companies will return no data. Share-class tickers of multi-class mutual funds (e.g. VOO, VFIAX) do not resolve — find those funds by name via SearchFunds.

Get operational data for a registered investment company from its SEC Form N-CEN annual reports. Resolves exchange-listed tickers only — ETFs, closed-end funds and unit investment trusts; an unlisted mutual-fund share-class ticker (e.g. VFIAX) will not resolve, so find that fund via SearchFunds/GetFundProfile instead. Each N-CEN shows the registrant's classification (e.g. N-1A open-end, N-2 closed-end, S-6 unit investment trust), Investment Company Act file number, reporting period, and whether it was the fund's first or last filing, followed by the service providers named on the most recent report only — investment advisers, sub-advisers, custodians, transfer agents, administrators, auditors and underwriters. Use this to see who runs and services a fund. Only registered funds file N-CEN; operating companies will return no data.

Get the 13F portfolio overlap between two institutions for their latest common report date — Jaccard similarity, dollar-weighted overlap ($-weighted = shared dollars, taking the smaller of the two funds' values per stock, as a share of union dollars), per-fund position counts and totals, and a side-by-side table of stocks with per-fund shares + percent of portfolio. Covers 13F institutional managers only — find names with SearchInstitutions; for mutual-fund/ETF (NPORT) portfolios use GetFundHoldings. Use this to answer 'do these two funds own the same stocks?' or 'where do their portfolios diverge?'

Get a registered fund's profile and largest holdings from its most recent SEC Form NPORT-P report. Accepts a fund profile id from SearchFunds or a fund's own ticker. Returns the fund's registrant and series, reporting period, net and total assets, then its largest holdings — issuer name, CUSIP, position size, U.S.-dollar value, share of net assets and asset category. Prefer this after SearchFunds: the profile id reaches the many fund series that have no ticker of their own; GetFundHoldings is the equivalent view, and GetFundsHoldingStock answers the inverse question (which funds own a stock). For the large multi-series trusts only positions in tracked stocks are stored, so the holdings shown are the fund's tracked-stock positions; the net-asset totals are the fund's real totals.

Get the registered investment companies (mutual funds and ETFs) holding a given stock, from SEC Form NPORT-P portfolio reports. The stock's CUSIP is matched against the holding rows on each fund series' most recent report (series that stopped filing more than 18 months ago are excluded), so an exited position never shows as current. Returns the fund's registrant and series, the reporting period, the position size, its U.S.-dollar value, its share of the fund's net assets and the payoff profile (Long/Short), largest positions first. Report dates differ per fund series (each files on its own fiscal quarter), so values are as of each row's report date and cross-row totals mix as-of dates. Use this to see which funds and ETFs own a stock and how concentrated each position is.

Get a company's going-concern doubt status: whether its latest examined SEC filing states substantial doubt about the company's ability to continue as a going concern, with the verbatim disclosure, the filing it came from, and the history of examined filings showing when doubt appeared, was alleviated, or cleared. Flags are extracted from each company's newest 10-K/10-Q narrative text and verified before publication; a filing without going-concern language counts as no doubt. Coverage starts when the extraction lane first examined the company — earlier filings are not analyzed, so absence from the history does not rule out prior doubt episodes.

Get federal government contract awards (from USAspending.gov) won by a specific public company. Shows the award (action) date, awarding agency, total value (obligated dollars plus unexercised ceiling — not revenue received), period-of-performance end date, and description. Coverage: only prime contract awards of $1M or more that resolve to a listed company are included, so sums understate total federal revenue. Useful for gauging a company's reliance on federal spending; use GetTopGovernmentContractors to rank companies market-wide.

Get a company's earnings guidance (forward-looking outlook) as extracted from its Item-2.02 8-K earnings releases and earnings-call transcripts (some issuers, e.g. Microsoft, guide only verbally on the call): each guided metric with its range, unit, GAAP/non-GAAP basis, period, and as-announced provenance (source form with filing link, date) — newest release first, so the first rows are the current outlook. Revenue and diluted-EPS guidance also carries the reported actual and an above/within/below verdict once the guided period's XBRL facts have landed (a Q4 actual may be derived as full year minus nine-month YTD when no discrete Q4 is reported); non-GAAP guidance is never compared against GAAP actuals, and there is no actual until the facts exist. Coverage is still backfilling — an empty result or a gap between releases means the source documents have not been processed yet, not that the company gave no guidance.

Get a summary of insider ownership for a stock, ranked by shares held. Each row is as-of that insider's most recent SEC Form 3/4/5 filing (former insiders may linger with stale dates or zero shares), and share counts are restated onto today's split basis, so they can differ from the raw figures in older filings. Returns at most maxResults insiders (default 30). Use this to understand the insider ownership structure of a company; use GetInsiderTransactions for the underlying trades.

Get the stocks with the highest composite insider sentiment score — a peer-relative 0-100 rank over a trailing 90-day window of how aggressively insiders are accumulating, built from three direction-aware factors (each a percentile across the scored universe): net distinct insiders buying (buyers minus sellers), net shares bought as a percent of shares outstanding, and net insider buy value in dollars. Computed from open-market Form 3/4/5 purchases and sales only, under the price-validity, plausible-share-count, and non-derivative gates. Set clusterBuysOnly to surface only cluster buys (three or more distinct insiders buying in the window). Pass minMarketCap / minSharePrice / minDollarVolume to keep only names clearing your liquidity bar (scores stay peer-relative to the full universe, and the # column always shows the universe rank — filters never renumber). Set bottom to walk the ranking from the other end (heaviest net insider distribution first). Pass ticker for one stock's score, factor breakdown, and universe rank. Trades a filing flags as Rule 10b5-1 pre-planned are excluded so the score reflects organic buying; trades on filings predating the 2023 checkbox have an unknown flag and remain included. Use GetInsiderTransactions for one stock's underlying filings.

Get recent insider trading transactions for a stock from SEC Form 3/4/5 filings, newest first. The Type column carries the SEC transaction code meaning: 'Buy'/'Sell' are open-market purchases/sales only, while Award, Conversion, Exercise, Tax Payment, Expiration, Gift, Inheritance, Discretionary and Other are compensation or derivative mechanics — not conviction trades. The 10b5-1 column marks trades made under a pre-arranged Rule 10b5-1 plan ('-' = filing predates the 2023 checkbox). Per-row Shares/Price/Value are as filed; Owned After is the post-transaction balance restated onto today's split basis, tracked per security kind and ownership form. Supports optional date-range, transaction-type and insider-name filters to reach history beyond the newest rows. Use this to understand insider buying/selling activity.

View the stock portfolio of a specific institutional investor (fund manager) from their SEC 13F-HR filing. Shows the institution's largest tracked holdings by market value (default 20, max 500) with share counts, market values, and percent of the 13F-reported portfolio, plus the portfolio's total value and position count. Use this to understand what stocks a particular fund manager or institution is investing in; use SearchInstitutions first when the name is ambiguous.

Get an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter. Returns the buckets as one markdown section per bucket, sorted by absolute Δ market-value desc (Δ Value includes price movement, not just trading). Use `bucket` to filter to a single bucket. Use this to answer 'what did this fund do this quarter?'

Get an institution's 13F portfolio allocation for a given report quarter (defaults to the latest), grouped by fine-grained industry (default) or rolled up by sector via `groupBy`. Returns a markdown table sorted by % of portfolio descending, with stocks lacking a classification collapsed into a single 'Unclassified' row at the end. Ambiguous names resolve to the largest matching 13F filer — use SearchInstitutions to disambiguate. Use this to answer 'is this fund concentrated in tech / energy / generalist?'

Get the portfolio summary header for an institutional 13F filer — 13F reported value (long U.S. positions only, not total firm AUM), position count, top-10 / top-25 concentration, QoQ turnover, and the latest / prior report dates with the count of quarters tracked in this database. Use this to answer 'how big and how concentrated is this fund?' or to compare two funds at a glance. Search resolves by institution name or CIK (largest 13F filer wins on ambiguous names).

Get the full Form ADV profile for a single SEC-registered investment adviser by its Organization CRD number: legal and business names, SEC file number, main office, website, regulatory assets under management (discretionary, non-discretionary and total), employee count, and how the firm is compensated (fee structure). Find CRD numbers with SearchInvestmentAdvisers.

Get the speaker-labelled transcript of a specific investor event (earnings call, conference, investor day) by its event id — every speaker turn in order, attributed to the real person (executive or analyst) with their role when the resolution is trusted; unverified voices show as a role label (e.g. Operator) or a neutral speaker number. Get the event id from ListInvestorEvents. Use this for conferences and other non-earnings events, which have no fiscal quarter to key on.

Get upcoming investor-relations events for a stock — earnings webcasts, conference appearances, presentations, and shareholder meetings — scraped from the company's IR website. Returns events scheduled from now onward, soonest first, optionally filtered by event type. Coverage is partial — an empty answer distinguishes a coverage gap from a genuinely empty calendar. Only future events are returned; for past events and their transcripts use ListInvestorEvents / GetInvestorEventSpeakers.

Get recent investor-relations press releases for a stock, scraped from the company's IR website. Returns the most recent news items (headline, publish date, summary when the source provides one, and link) in reverse-chronological order. Use this to see a company's latest official announcements straight from its IR page, distinct from third-party news. Coverage is partial — only companies whose IR page has been discovered and content-scraped have items, so an empty answer may be a coverage gap rather than corporate silence; the response says which case applies.

Get one IPO registration's full picture by the filer's SEC CIK (as listed by GetIpoFeed): lifecycle status, proposed ticker and exchange, the offer price range and shares offered with their verbatim prospectus quotes, what the company does, how it will use the proceeds, the underwriting banks in cover order, the key summary risk factors (each with its verbatim prospectus sentence), the annual pre-IPO financials from the filer's own XBRL-tagged statements, and the complete S-1/amendment/prospectus filing chain with EDGAR links. Everything extracted is verified against the filing text; a field the prospectus does not state is reported as not stated, never estimated.

Get the US IPO pipeline: companies with an S-1 or F-1 registration statement on file at the SEC, newest filing activity first — each with its lifecycle status (Filed, Priced, Listed, Withdrawn), latest filing, proposed ticker and exchange, the estimated offer price range and shares offered (extracted from the prospectus and verified against its text), and the latest full fiscal year's revenue, growth, gross margin and net income from the filer's own XBRL-tagged statements (in the filer's reporting currency). SPAC shells dominate the raw S-1 flow, so filerType splits them out by SEC's own SIC 6770 blank-check classification. Pre-IPO companies are not in the listed-stock universe, so this feed is the only surface that covers them; use GetIpoDetails with a row's CIK for the full picture including business summary, use of proceeds, underwriters, risk factors and the filing chain.

Get the stocks with the largest daily short sale volume for a single trading day (defaults to the latest available), from FINRA's daily short sale volume files, sorted by short volume descending. Short % is the share of that day's FINRA-facility (off-exchange/TRF) volume sold short — 40-50% is a normal market-making baseline — NOT short interest (the open short position; use GetShortInterest/GetShortInterestSnapshot for positions and GetShortSqueezeScores for squeeze candidates; use GetShortVolume for one stock's daily history). Pass sortBy=shortPercent with a minTotalVolume floor to rank by short intensity instead of raw size.

Get the latest COT positioning snapshot across all tracked futures contracts, grouped by category (Agriculture, Energy, Metals, Equity Indices, Interest Rates, Currencies). Shows commercial and non-commercial net positions in contract counts from the legacy futures-only COT report (positions as of each Tuesday, published Friday). Each row carries the market code accepted by GetCftcPositioning.

Get the latest values for key economic indicators across categories: interest rates, yield spreads, inflation, employment, GDP, money supply, sentiment, housing, exchange rates, and market indicators. Each row shows a series' latest stored observation with its date, plus the previous observation and the change between them for direction — check the Latest Date column for freshness. Returns a snapshot of current macro conditions.

Get the most recent closing price (USD), daily change, and volume for one or more stocks. Useful for quick price checks across a portfolio or watchlist. The change columns are a ONE-SESSION move: they are shown only when the stored series holds the trading day immediately before the date on the row, and are "—" otherwise, so a change is never a multi-session move in disguise.