Datasets
The files behind the figures.
The same public JSON snapshots power the tables, charts and summary readings. Use this catalog to inspect a calculation, download a company history or understand which dates and sources a page uses.
Read the dates before combining files
Reporting periods, filing dates, transaction dates and extraction timestamps describe different events. A recent extraction does not mean every observation in it is recent. Company and fund files are current snapshots of the available history, not a complete archive of every previous version.
Figures generally use full units in the files while the site abbreviates them as thousands, millions or billions. Keep per-share amounts, share counts, ratios and percentage-point fields distinct. The methodology describes the calculations and missing-value rules.
Companies and financial statements
Company index
531 companies with symbols, slugs, identifiers, latest periods, trailing figures and coverage metadata. Use this index to discover supported company filenames.
Index built: November 2, 2026
Source: SEC EDGAR financial statements and company identifiers.
/data/companies.json
Financial statement history · Apple example
Quarterly and annual income statements, balance sheets and cash flows, with filing dates, source concepts and derived or adjusted fields. Individual files use uppercase symbols, such as AAPL.json.
Example extracted: August 27, 2026
Source: SEC company facts from 10-K and 10-Q filings.
/data/financials/AAPL.json
Fund portfolios and activity
Fund directory
The latest reporting quarter, filing date, portfolio value, position count and largest holdings for each tracked manager.
Snapshot produced: November 1, 2026
Source: SEC 13F filings.
/data/funds/summary.json
Fund history · Berkshire Hathaway example
Quarterly holdings and exits, reported values, shares, weights and changes. Individual fund filenames use zero-padded CIKs, not fund names.
Example extracted: November 1, 2026
Source: SEC 13F filings with amendments applied.
/data/funds/0001067983.json
Fund ownership by stock · Apple example
The tracked managers holding a company, their latest reported activity and quarter-end position histories. Individual files use uppercase stock symbols.
Example produced: November 2, 2026
Source: Computed from the tracked 13F portfolios.
/data/funds/stocks/AAPL.json
High-conviction screens
Screening rules, included and excluded managers, qualifying stocks, fund position bars and weekly price candles. The prices_updated_at field can be newer than the holdings snapshot.
Holdings screen produced: November 1, 2026
Source: SEC 13F holdings and maintained stock-price history.
/data/funds/conviction.json
Insider records and daily prices
Insider index and recent activity
Company summaries, counting rules, coverage and recent purchase and sale rows. The website applies its selected calendar window to these records.
Snapshot produced: November 2, 2026
Source: SEC insider transaction datasets and Forms 4, 4/A and 5.
/data/insiders/index.json
Company insider history · Apple example
The longer transaction history, reporting owners, summary windows and source filing URLs. Other transaction codes remain in the history even when excluded from buying and selling totals.
Example as of: November 1, 2026
Source: SEC non-derivative insider transaction tables.
/data/insiders/AAPL.json
Daily stock prices · Apple example
Candles in the order [date, open, high, low, close], with history coverage, snapshot dates and a split_adjusted flag. These are historical daily prices, not real-time quotes.
Example produced: November 2, 2026
Source: Maintained split-adjusted stock-price history.
/data/prices/AAPL.json
Capital returns and event calendars
Buybacks and dilution
Company repurchases, dividends, share-count changes, yields, aggregate histories and exclusions. Price dates and statement periods can differ.
Snapshot produced: November 2, 2026
Source: Company SEC filings plus market prices for yield calculations.
/data/buybacks.json
Earnings calendar
Upcoming dates, expected or estimated status, recent filings and company reporting histories. The snapshot date is not confirmation of a future earnings date.
Calendar as of: November 1, 2026
Source: SEC submissions and Finnhub earnings dates; estimates labelled.
/data/calendar.json
IPOs and new registrants
Archived offering-calendar entries, registrations, final prospectuses, withdrawals and source coverage. A registration and a priced offering are distinct records.
Snapshot produced: November 1, 2026
Source: Provider IPO calendar and SEC daily filing indexes.
/data/ipos.json
Downloads, citation and reuse
The linked files are public and require no account. They are downloadable snapshots, not a supported paid API. File shapes can evolve as coverage and methods change.
When citing a result, include the company or fund page, reporting period, relevant filing date and units. Keep the snapshot date with your saved copy and link the original filing where possible. Check the original source’s terms before redistributing third-party data.