Fundamentals without,
lookahead bias.

Yes. Every period carries a sources block keyed by SEC accession number, each with the dateFiled of the filing the value came from. When a later filing restates a value, the superseded number is preserved under before, so a figure can be reconstructed as it stood on any date. Available on GET /api/financials/income-statement, /api/financials/balance-sheet, and /api/financials/cash-flow-statement.

Key on dateFiled, not the period end date. A fiscal-2024 figure first filed in February 2026 was not knowable in January 2025, and the sources block tells you exactly when each value became public. Where a value was later restated, the before entry gives you the number the market actually saw. For the untouched XBRL facts behind the normalized line items, use GET /api/financials/as-reported.

Yes, and it is labeled rather than silently inferred. Q4 is reconstructed as the fiscal year minus the first three quarters, and the sources block carries an entry such as Q4-Recon-FY-9M with "type": "Q4-Recon" next to the 10-K accession, so a derived quarter is never mistaken for a filed one. Request it via period=quarter on GET /api/financials/income-statement.

Yes. A company keeps its full filing history after its ticker stops trading, and it stays queryable by CIK. GET /api/company/delisted returns a paginated list of fully delisted companies with delistedAt and the tickers they last traded under.

Querying by symbol returns whoever holds the ticker today; querying by cik pins the entity. BBBY is the clean example: today it resolves to CIK 1130713, which is Beyond, Inc., formerly Overstock.com. The Bed Bath & Beyond that wound down in 2023 is CIK 886158, and its last annual report is still there. A universe keyed on tickers splices the two together. Resolve identifiers with GET /api/lookup/cik, /api/lookup/cusip, /api/lookup/figi, or /api/lookup/batch in bulk.

Coverage follows each filer's own XBRL history on EDGAR. Large filers generally start around fiscal 2009, when XBRL tagging was phased in, and individual series reach further back where an early filing carried comparative periods: Apple's annual EPS series, for example, starts at fiscal 2007. Depth is capped at 80 periods per call and may be clamped further by plan.

By default yes. splitAdjust normalizes EPS and weighted-average share counts onto the current split basis so a series stays continuous, and each adjusted period carries its splitFactor. Periods a later filing already restated are left alone, so there is no double adjustment, and absolute dollar amounts are never touched. Pass splitAdjust=false for the values exactly as originally filed. Either way the audit trail stays as-filed. Split events themselves are at GET /api/company/stock-splits.

Both, from the same underlying data. The curated endpoints map raw XBRL onto standardized line items so companies are comparable cross-sectionally, and GET /api/financials/as-reported returns the XBRL facts exactly as the company tagged them, including company-specific concepts a normalized schema has to drop.

Each period carries its real end date in period alongside fiscalYear and fiscalPeriod, so 52/53-week and non-December calendars are not snapped to month ends. Apple's fiscal 2026 Q3, for instance, ends 2026-06-26. Aligning on period keeps cross-sectional comparisons honest for filers whose quarters do not line up.

Pass currency with any ISO 4217 code. Flow items convert at the period-average rate and balance-sheet items at the period-end spot rate, and a per-period fx block records the exact rates applied so each conversion is reproducible. Values already in the target currency pass through untouched, anything that cannot be priced for a period is left in its native currency and flagged under fx.unconverted, and currency=original disables conversion entirely.

13F institutional holders at GET /api/ownership/institutional-holders with an institution's full portfolio at /api/ownership/portfolio, Schedule 13D/13G beneficial owners at /api/ownership/beneficial-owners, and Form 3/4/5 insider transactions at /api/insider-transactions. Each has a history endpoint, so positions can be tracked quarter over quarter rather than read as a snapshot.

Yes, for the upcoming report. GET /api/earnings/upcoming, /api/earnings/calendar for up to 50 symbols in one call, and /api/earnings/date for a single ticker all return epsEstimate together with numEstimates, the analyst count behind it, alongside the predicted earnings date and expected report time. Both fields are omitted when no estimate is available, and coverage thins on small caps. Note that this is forward-looking only: there is no historical consensus archive, so a surprise series has to be accumulated by capturing the estimate before each print and pairing it with reported EPS from /api/earnings/eps-history.

Yes, and it needs no credit card. It covers company details, financial statements, and filings. Paid plans raise the daily quota and unlock insider transactions, institutional ownership, executive compensation, and the ETF endpoints.