generated: '2026-08-22'
method: derived
source: https://financialdata.net/documentation — the 86 published endpoint sections, their query parameters and
  their sample response payloads
note: 'Derived by reading the documented sample response of every one of the 86 v1 endpoints and grouping them
  by their identifying key. There is no OpenAPI and no $ref graph to walk, so the entities below are inferred
  from field co-occurrence in the provider''s own published examples, not from a schema the provider ships. The
  API models entities implicitly: it has no object endpoints, no ids beyond the domain identifiers, and no links
  between records — a consumer assembles the graph itself by joining on trading_symbol and central_index_key.
  That is the single most useful thing to know before integrating, and it is nowhere in the documentation.'
entity_count: 20
endpoint_count: 86
join_keys:
- key: trading_symbol
  present_on_endpoints: 72
  role: Universal instrument key across price, quote, fundamental, filing, news and ESG datasets.
- key: central_index_key
  present_on_endpoints: 29
  role: SEC CIK — the entity key across all regulator-sourced datasets (filings, holdings, advisers, ESG).
- key: cusip_number
  present_on_endpoints: 4
  role: Authoritative key on holdings rows, because 13F and N-PORT are filed on CUSIP rather than ticker.
- key: isin_number
  present_on_endpoints: 5
  role: International instrument key; the join to a non-US security master.
- key: lei_number
  present_on_endpoints: 4
  role: Legal entity key on issuers, funds and advisers.
- key: indicator_id
  present_on_endpoints: 2
  role: Namespace for the macroeconomic series; disjoint from the securities graph.
entities:
- name: Security
  primary_key: trading_symbol
  description: 'A tradable instrument identified by its ticker. The spine of the whole API: trading_symbol appears
    in 72 of the 86 documented response shapes and is the join key between every price, fundamental, filing and
    rating dataset.'
  endpoints:
  - /stock-symbols
  - /international-stock-symbols
  - /etf-symbols
  - /otc-symbols
  - /commodity-symbols
  - /crypto-symbols
  - /forex-symbols
  - /futures-symbols
  - /index-symbols
  - /mutual-fund-symbols
  - /securities-information
  representative_fields:
  - trading_symbol
  - registrant_name
  - title_of_security
  - description
  - security_type
  - exchange
  note: 'Symbols are namespaced by market convention rather than by a type field: international listings carry
    an exchange suffix (SHEL.L, 000080.KS), indices a caret (^GSPC), forex a pair (EURUSD), crypto a pair (BTCUSD).
    An agent cannot tell from the string alone which endpoint family a symbol belongs to; it must know which symbol
    list it came from.'
- name: SecurityIdentifiers
  primary_key: trading_symbol
  description: The crosswalk between a ticker and the standard identifier schemes. This is the record that makes
    the API joinable to an external security master.
  endpoints:
  - /securities-information
  representative_fields:
  - trading_symbol
  - issuer_name
  - cusip_number
  - isin_number
  - figi_identifier
  - security_type
- name: Company
  primary_key: central_index_key
  description: The filing entity behind a security, keyed on the SEC Central Index Key (CIK). central_index_key
    is the second most common field in the API, present in 29 of 86 response shapes, and is what links market
    data to regulator-sourced filings.
  endpoints:
  - /company-information
  - /international-company-information
  - /key-metrics
  - /international-key-metrics
  - /market-cap
  - /employee-count
  - /executive-compensation
  representative_fields:
  - central_index_key
  - trading_symbol
  - registrant_name
  - isin_number
  - lei_number
  - ein_number
  - exchange
  - sic_code
  - sic_description
  - industry
  - founding_date
  - chief_executive_officer
  - number_of_employees
  - website
  - market_cap
  - shares_outstanding
- name: PriceBar
  primary_key: trading_symbol + date|time
  description: An OHLCV bar. One shape reused across every asset class and every interval — daily, minute and
    real-time endpoints return the same field set, differing only in the time key and the timezone.
  endpoints:
  - /stock-prices
  - /international-stock-prices
  - /minute-prices
  - /latest-prices
  - /commodity-prices
  - /otc-prices
  - /index-prices
  - /etf-prices
  - /etf-minute-prices
  - /crypto-prices
  - /crypto-minute-prices
  - /forex-prices
  - /forex-minute-prices
  - /futures-prices
  - /option-prices
  representative_fields:
  - trading_symbol
  - date
  - time
  - open
  - high
  - low
  - close
  - volume
  note: Daily bars key on `date` (YYYY-MM-DD); intraday bars key on `time` ("YYYY-MM-DD HH:MM:SS"). Quote timestamps
    are EST, minute timestamps are UTC, and no offset is carried in the payload.
- name: Quote
  primary_key: trading_symbol
  description: A real-time last-trade snapshot. Premium and above.
  endpoints:
  - /stock-quotes
  - /etf-quotes
  - /index-quotes
  - /crypto-quotes
  - /forex-quotes
  representative_fields:
  - trading_symbol
  - registrant_name
  - time
  - price
  - change
  - percentage_change
- name: FinancialStatement
  primary_key: central_index_key + fiscal_year + fiscal_period
  description: A period-scoped financial statement line-item set. Three statements x domestic/international =
    six endpoints, all sharing the same period key.
  endpoints:
  - /income-statements
  - /balance-sheet-statements
  - /cash-flow-statements
  - /international-income-statements
  - /international-balance-sheet-statements
  - /international-cash-flow-statements
  representative_fields:
  - trading_symbol
  - central_index_key
  - registrant_name
  - fiscal_year
  - fiscal_period
  - period_end_date
  - revenue
  - net_income
  - earnings_per_share_diluted
- name: FinancialRatio
  primary_key: trading_symbol + period
  description: Derived ratio sets computed off the statements, split into five thematic endpoints.
  endpoints:
  - /liquidity-ratios
  - /solvency-ratios
  - /efficiency-ratios
  - /profitability-ratios
  - /valuation-ratios
  representative_fields:
  - trading_symbol
  - central_index_key
  - fiscal_year
  - fiscal_period
  - period_end_date
- name: InsiderTransaction
  primary_key: central_index_key + insider_central_index_key + transaction_date
  description: An SEC Form 4 beneficial-ownership transaction. Carries its own person-level CIK, so insiders are
    separately identifiable entities.
  endpoints:
  - /insider-transactions
  - /proposed-sales
  representative_fields:
  - trading_symbol
  - central_index_key
  - insider_name
  - insider_central_index_key
  - relationship_to_issuer
  - transaction_date
  - transaction_code
  - amount_of_securities
  - price_per_security
  - acquired_or_disposed
  - ownership_form
- name: LegislatorTrade
  primary_key: name_of_reporting_person + transaction_date
  description: A STOCK Act periodic transaction report from a member of Congress. Keyed on the person, not on
    a CIK — this dataset does not join to Company except through trading_symbol.
  endpoints:
  - /senate-trading
  - /house-trading
  representative_fields:
  - name_of_reporting_person
  - type_of_reporting_person
  - report_date
  - transaction_type
  - transaction_date
  - owner_type
  - trading_symbol
  - asset_name
  - asset_type
  - amount
- name: InstitutionalInvestor
  primary_key: central_index_key
  description: A 13F filer. /institutional-investors is the roster; /institutional-holdings is its position table;
    /institutional-portfolio-statistics is the aggregate.
  endpoints:
  - /institutional-investors
  - /institutional-holdings
  - /institutional-portfolio-statistics
  representative_fields:
  - central_index_key
  - registrant_name
  - period_of_report
- name: Holding
  primary_key: holder + issuer + period_of_report
  description: A position line. The same shape serves 13F institutional holdings, N-PORT mutual fund holdings
    and ETF holdings, keyed on cusip_number/isin_number rather than on ticker alone.
  endpoints:
  - /institutional-holdings
  - /mutual-fund-holdings
  - /etf-holdings
  representative_fields:
  - issuer_name
  - trading_symbol
  - cusip_number
  - isin_number
  - title_of_security
  - market_value
  - amount_of_securities
  - portfolio_weight
- name: Fund
  primary_key: fund_symbol | series_id
  description: A mutual fund or ETF. Mutual funds carry SEC series_id/class_id; ETFs are addressed by ticker.
  endpoints:
  - /mutual-fund-symbols
  - /mutual-fund-statistics
  - /mutual-fund-holdings
  - /etf-symbols
  - /etf-holdings
  representative_fields:
  - fund_name
  - fund_symbol
  - series_id
  - class_id
  - central_index_key
  - period_of_report
- name: InvestmentAdviser
  primary_key: central_index_key
  description: An SEC Form ADV registrant.
  endpoints:
  - /investment-adviser-names
  - /investment-adviser-information
  representative_fields:
  - legal_name
  - primary_business_name
  - central_index_key
  - lei_number
  - assets_under_management
  - number_of_accounts
- name: Option
  primary_key: trading_symbol (contract)
  description: A listed option contract, with a separate greeks surface.
  endpoints:
  - /option-chain
  - /option-prices
  - /option-greeks
  representative_fields:
  - trading_symbol
  - open
  - high
  - low
  - close
  - volume
- name: Index
  primary_key: trading_symbol (^ prefixed)
  description: A market index and its constituent list — the only many-to-many edge expressed as its own endpoint.
  endpoints:
  - /index-symbols
  - /index-quotes
  - /index-prices
  - /index-constituents
  representative_fields:
  - trading_symbol
  - registrant_name
- name: EconomicIndicator
  primary_key: indicator_id
  description: A macroeconomic time series. The one dataset in the API with no securities key at all — indicator_id
    is its own namespace.
  endpoints:
  - /economic-indicators
  - /economic-indicator-values
  representative_fields:
  - indicator_id
  - indicator_name
  - category
  - frequency
  - units
  - date
  - value
- name: NewsItem
  primary_key: publication_time
  description: A news article or press release. Links to securities through a MULTI-VALUED trading_symbols field,
    not the singular trading_symbol used everywhere else.
  endpoints:
  - /latest-news
  - /press-releases
  - /sec-press-releases
  - /fed-press-releases
  representative_fields:
  - trading_symbols
  - publication_time
  - article_headline
  - article_text
- name: CalendarEvent
  primary_key: date + trading_symbol
  description: Forward-looking corporate and macro events, published up to two months ahead.
  endpoints:
  - /earnings-calendar
  - /ipo-calendar
  - /splits-calendar
  - /dividends-calendar
  - /economic-calendar
  representative_fields:
  - trading_symbol
  - date
- name: CorporateAction
  primary_key: trading_symbol + date
  description: Realised corporate actions, the historical counterpart to the calendars.
  endpoints:
  - /dividends
  - /stock-splits
  - /initial-public-offerings
  - /earnings-releases
  representative_fields:
  - trading_symbol
  - date
- name: EsgAssessment
  primary_key: trading_symbol | industry
  description: ESG scores and letter ratings at company level, plus an industry-level aggregate.
  endpoints:
  - /esg-scores
  - /esg-ratings
  - /industry-esg-scores
  representative_fields:
  - trading_symbol
  - central_index_key
  - registrant_name
  - industry
  - date
  - esg_corporate_rating
  - esg_industry_rank
relationships:
- from: Security
  to: Company
  type: belongs_to
  via: trading_symbol -> central_index_key
  evidence: /company-information returns both trading_symbol and central_index_key on the same record.
- from: Security
  to: SecurityIdentifiers
  type: has_one
  via: trading_symbol
  evidence: /securities-information is keyed on trading_symbol and returns cusip_number, isin_number, figi_identifier.
- from: Security
  to: PriceBar
  type: has_many
  via: trading_symbol + date|time
  evidence: Every price endpoint takes ?identifier=<symbol> and returns trading_symbol on each bar.
- from: Security
  to: Quote
  type: has_one
  via: trading_symbol
  evidence: /stock-quotes?identifiers=MSFT,AAPL returns one current record per symbol.
- from: Company
  to: FinancialStatement
  type: has_many
  via: central_index_key + fiscal_year + fiscal_period
  evidence: /income-statements returns central_index_key, fiscal_year, fiscal_period, period_end_date.
- from: Company
  to: FinancialRatio
  type: has_many
  via: central_index_key + fiscal_year + fiscal_period
  evidence: Ratio endpoints repeat the statement period key.
- from: Company
  to: InsiderTransaction
  type: has_many
  via: central_index_key
  evidence: /insider-transactions returns the issuer central_index_key alongside insider_central_index_key.
- from: Company
  to: EsgAssessment
  type: has_many
  via: central_index_key + date
  evidence: /esg-ratings returns central_index_key and date.
- from: Company
  to: CorporateAction
  type: has_many
  via: trading_symbol + date
  evidence: /dividends and /stock-splits are addressed by ?identifier=<symbol>.
- from: InstitutionalInvestor
  to: Holding
  type: has_many
  via: central_index_key + period_of_report
  evidence: /institutional-holdings returns investor_name, central_index_key and period_of_report per position
    row.
- from: Holding
  to: Security
  type: belongs_to
  via: cusip_number | isin_number | trading_symbol
  evidence: Holdings rows carry cusip_number and trading_symbol; the CUSIP is authoritative because 13F is filed
    on CUSIP.
- from: Fund
  to: Holding
  type: has_many
  via: series_id | fund_symbol + period_of_report
  evidence: /mutual-fund-holdings and /etf-holdings return the fund key plus per-position rows.
- from: Index
  to: Security
  type: has_many
  via: index trading_symbol -> constituent trading_symbol
  evidence: /index-constituents?identifier=^GSPC returns the constituent symbol list.
- from: NewsItem
  to: Security
  type: has_many
  via: trading_symbols (comma-joined list)
  evidence: /latest-news returns a PLURAL trading_symbols field, unlike every other endpoint.
- from: EconomicIndicator
  to: EconomicIndicatorValue
  type: has_many
  via: indicator_id + date
  evidence: /economic-indicator-values?identifier=<indicator_id> returns indicator_id, date, value.
- from: InvestmentAdviser
  to: Company
  type: none
  via: null
  evidence: Advisers carry their own central_index_key and lei_number; no documented edge joins an adviser to
    an issuer.
- from: LegislatorTrade
  to: Security
  type: belongs_to
  via: trading_symbol
  evidence: /senate-trading and /house-trading return trading_symbol and asset_name; there is no CIK on these
    rows.
gaps:
- No object/detail endpoints — every endpoint returns a collection, so there is no canonical single-record representation
  of any entity.
- 'No hypermedia: records carry no links, no self URLs and no ids that resolve anywhere.'
- 'Two identifier namespaces never meet: EconomicIndicator (indicator_id) shares no key with the securities graph.'
- NewsItem uses a plural `trading_symbols` field where the rest of the API uses singular `trading_symbol` — a
  naming inconsistency an agent will trip on.
- 'Symbol namespaces are conventional, not typed: ^GSPC, SHEL.L, EURUSD and BTCUSD all live in the same `trading_symbol`
  field with no discriminator.'