To our community,
Weʼre excited to share that the platform enhancements youʼve been hearing about across the last several weeks are now live! To guide you through whatʼs new, weʼve curated a list below of the latest releases since December 1st.
This system upgrade was a critical step for IEX Cloud, and not just because we expanded our immediate data offering. Behind the scenes, weʼve solidified partnerships with best-in-class data creators that will enable us to continue enhancing the quality, coverage, and timeliness of our data. Meanwhile, weʼre able to continue providing valuable datasets at an accessible price point. The result: an entirely new business model for financial data that meets the needs of individuals and businesses across the board.
IEX Cloudʼs vision is to create a vibrant financial data ecosystem that delivers best in class financial data to the individual developers and the investor community, as well as those at Fintechs and enterprises large and small. The industry has long been held back by barriers that limit access to the data they need to innovate.
Our goals are to:
- Break down these barriers and constantly reinvent to better serve the entire ecosystem.
- Challenge the status quo in the financial data industry by delivering high-quality data to our community that is easy to use and available at a reasonable price.
- Provide a powerful set of capabilities to help developers build efficiently and iterate quickly.
We want to take the time to thank you, our community, for supporting us and helping us grow. Whether you joined IEX Cloud when we launched in early 2019 or just this past week – we wouldnʼt be where we are today without you.
We canʼt wait to see what you build next!
Tim Baker, CFA
New from 2020ʼs Platform Upgrade
Expanded end-of-day historical prices:
Weʼve added 200,000+ symbols and 150+ exchanges globally. This includes more U.S. and international ETFs, additional U.S. mutual fund coverage, including many frequently requested OTC mutual funds.
The Historical Prices endpoint now provides fully adjusted, unadjusted, and split-adjusted price data. Fully adjusted data means that the stock prices will reflect a stockʼs value after corporate actions have been taken into account. Weʼve also standardized our date ranges around calendar days. For instance, if you query on the last five days of price data, this will return the last five calendar days rather than the last five trading days.
Additional datasets can now be queried by the time series endpoint or in a time series format.
This means you can query data by flexible date ranges defined by you and your use case – whether you want to define your date range as the past 18 days, the last two quarters, or the previous ten years.
You can confirm by endpoint in our API documentation whether the data is returned in a time series format or is usable through the time series endpoint.
This update includes the following endpoints:
- Analyst Recommendations
- Balance Sheet
- Cash Flow
- Historical Prices (Chart)
- Dividends (basic)
- Fund Ownership
- Historical Prices
- Income Statement
- Insider Roster
- Insider Summary
- Insider Transactions
- Institutional Ownership
- Previous Day Price
- Price Target
- Splits (basic)
- IPO calendar (Coming soon - see below)
Global corporate actions data, with new coverage for 160,000+ symbols, including:
- Return of Capital
- Rights Issues
- Right to Purchase
- Security Reclassification
- Security Swaps
Global end-of-day options data, with coverage from over 60 exchanges:
- The Options endpoint now provides full expiration dates, including weekly, monthly, and quarterly contracts. When querying for a specific date, use the format YYYYMMDD. Complete details can be found in our API documentation.
- The Options endpoint also returns additional fields - see the full list in our documentation.
Upgraded financial statements:
- Reported and normalized financial statements. Adjusted financial statements and more will be available in 2021.
- History as far back as 1998, plus nearly 150 new fields.
- Specialized formats for banks, REITs, and industrial companies will be coming soon in 2021.
- Coverage includes over 90% of the total U.S. equity market by market cap, including data for the top 2,500 U.S. stocks. Note that certain small cap stocks may no longer be covered with our financial statement endpoints.
Global earnings and estimates data, with coverage for an additional 15,000 symbols world-wide.
Important: This data requires special entitlements and may need to be accessed from the data partner directly with additional fees. Read here under “Important Endpoint Changes” to learn more.
Coming up in early 2021
A comprehensive reference data model: Weʼre developing a comprehensive reference data model for early 2021, which will expand the number of identifiers you can use to query data on the platform.
- As a part of this update, we will ultimately retire the use of iexID as a symbol identifier. To give you more time to migrate from its usage, weʼve temporarily retained access to iexID.
- In the interim, we suggest migrating to FIGI as an identifier for stocks and ETFs, or CIK for mutual funds. Our team will keep you up to date on timelines for introducing new identifiers and fully moving away from iexID, so that you can prepare accordingly.
Restoring access to upcoming earnings dates – stay tuned for more information on exact dates for restoring this data and how it will be added to our endpoints.
Global indices coverage:
- Historical end-of-day indices prices and constituents for global indices.
- This excludes major U.S. indices, such as the S&P 500, the Dow Jones Industrial Average, or the Russell 1000. Note that major U.S. indices data can generally only be accessed via direct contract with major index providers.
- Learn more here
IPO Calendar Data, including upcoming IPO dates and prices. Planned for 2021 – stay tuned for more information!
Up to 147 global corporate actions event types, expanding from our current number of 10 types. Will include events like:
- Company meetings
- Class action lawsuits
- And many more
Global futures end-of-day pricing and reference data, with coverage for 240,000+ symbols.
Historical Fixed Income data, including corporate, government, and government agency bonds data since 2007.
The expansions above are just the beginning – we have an exciting 2021 roadmap planned, full of more data, tools, and features designed to make it easy for you to use and innovate.
Stay tuned for more!
Building with Financial Data Sets and APIs
In this article, you'll learn how to incorporate financial data into your application. First, you'll learn more about how to plan for and use real-time financial data in your applications. Then, you'll use the financial API provided by IEX Cloud's Apperate platform to build a financial stock website using NestJS.
Taming the Chaos: Sourcing Financial Data from Multiple Providers
Combining multiple data sources can help your app or website stand apart from the pack. However, it also comes with several challenges. This guide can get you started on the right foot.
12 Questions to Ask Your Financial Data Provider Before You Launch Your App
Creating a fintech app or website that uses financial data? Need a stock market API? Before jumping in, you need to know what you're getting into with your financial data or stock market data provider. We've put together a list of 12 questions to help you navigate potential challenges and identify key success factors.