Introduction

IEX Cloud is a platform that makes financial data and services accessible to everyone.

API Reference

The IEX Cloud API is based on REST, has resource-oriented URLs, returns JSON-encoded responses, and returns standard HTTP response codes.

API Versioning

IEX Cloud will release new versions when we make backwards-incompatible changes to the API. We plan to support up to three active versions and will give advanced notice before releasing a new version or retiring an old version.

Backwards compatible changes:

Versions are added to the base url:

Current Version is v1 https://cloud.iexapis.com/v1/

Naming convention

stable can be used to access the latest stable API version. For example, https://cloud.iexapis.com/stable/

Attribution

Attribution is required for all users. It is as simple as putting “Data provided by IEX Cloud” somewhere on your site or app and linking that text to https://iexcloud.io. In case of limited screen space, or design constraints, the attribution link can be included in your terms of service.

<a href="https://iexcloud.io">Data provided by IEX Cloud</a>

When displaying a real-time price, you must display and link to IEX Cloud as the source near the price. The link is commonly placed below the price.

<a href="https://iexcloud.io">IEX Cloud</a>

Authentication

API Tokens

IEX Cloud authenticates your API requests using your account’s API tokens. To use any IEX Cloud API, you must pass an API token with each request. If you do not include your API token when making an API request, or use one that is incorrect or disabled, IEX Cloud returns an error.

IEX Cloud provides two types of API tokens: publishable and secret.

Protecting your API tokens

OAuth / OIDC Beta

IEX Cloud provides the OpenID Connect identity layer on top of OAuth 2.0, allowing client applications to verify users’ identity and obtain information necessary to interact with the IEX Cloud API on their behalf.

IEX Cloud currently provides the Authorization Code Flow (corresponding to the OAuth 2.0 Authorization Code Grant), which is suitable for most applications. Support for the Proof Key for Code Exchange (PKCE), which is suitable for applications which cannot safely store client secrets (e.g. browser-based single page applications) is planned for Q3/Q4 2021.

Setup and Configuration

Business users can create new applications from the IEX Cloud console. Each application must be configured with a name, description, redirect URL, and a set of authorization scopes. Upon creation, each application will have an associated clientId and clientSecret which are used in the authorization flow. Complete client examples in NodeJS and Python are available on our Github.

Authorization Scopes

Each application must choose what information it requires from its users. Currently, we have a few authorization scopes:

Note: Publishable token lifetime is tethered to the OAuth grant. When the grant expires, or when a user revokes application access, usage of the token will be blocked

Note: Additions to scope after application authorization will require users to re-authorize the added access.

Getting Started

Complete examples, including information about registering a new application, integrating login/logout, and access user information is available on our Github. These examples are in NodeJS and Python, but the setup, configuration, and usage is generic.

OAuth Benefits

By leveraging IEX Cloud’s OAuth integration, one can very easily authenticate and acquire user information without having to build separate login infrastructure. With seamless access to publishable tokens, a user’s own data budget and data access policies are used, rather than relying on the application’s account and message budget. Though you could achieve similar functionality by having users upload their own publishable tokens, these tokens would not have lifecycle hooks (e.g. if the user revoked the token, this would not be exposed to the application).

Additionally, the combined OAuth + Token solution means that client libraries and access is identical whether you’re in an OAuth context or not. If you are access data directly, use your token; if you’re accessing data on behalf of a user, authenticate and authorize with OAuth then simply use their token. No changes in existing client libraries or accessor code is necessary.

Batch Requests

HTTP request

GET /stock/{symbol}/batch

JSON response

// .../symbol
{
  "quote": {...},
  "news": [...],
  "chart": [...]
}

// .../market
{
  "AAPL" : {
    "quote": {...},
    "news": [...],
    "chart": [...]
  },
  "FB" : {
    "quote": {...},
    "news": [...],
    "chart": [...]
  },
  // { ... }
}

Data Weighting

Based on each type of call

Examples

Path Parameters

Option Description
symbol Use market to query multiple symbols (i.e. .../market/batch?...)

Query String Parameters

Option Details
types Required.
• Comma delimited list of endpoints to call. The names should match the individual endpoint names. Limited to 10 endpoints.
symbols Optional.
• Comma delimited list of symbols limited to 100. This parameter is used only if market option is used.
range Optional.
• Used to specify a chart range if chart is used in types parameter.
* Optional.
• Parameters that are sent to individual endpoints can be specified in batch calls and will be applied to each supporting endpoint. For example, last can be used for the news endpoint to specify the number of articles

Response Attributes

Responses will vary based on types requested. Refer to each endpoint for details.

Data Formats

Most endpoints support a format parameter to return data in a format other than the default JSON.

Supported formats

Format Content Type Example
json application/json ?format=json or by not passing the format parameter.
csv text/csv ?format=csv
psv text/plain ?format=psv

Disclaimers

Error Codes

IEX Cloud uses HTTP response codes to indicate the success or failure of an API request.

General HTML status codes

2xx Success.

4xx Errors based on information provided in the request

5xx Errors on IEX Cloud servers

IEX Cloud HTTP status codes

HTTP Code Type Description
400 Incorrect Values Invalid values were supplied for the API request
400 No Symbol No symbol provided
400 Type Required Batch request types parameter requires a valid value
401 Authorization Restricted Hashed token authorization is restricted
401 Authorization Required Hashed token authorization is required
401 Restricted The requested data is marked restricted and the account does not have access.
401 No Key An API key is required to access the requested endpoint.
401 Secret Key Required The secret key is required to access to requested endpoint.
401 Denied Referer The referer in the request header is not allowed due to API token domain restrictions.
402 Over Limit You have exceeded your allotted credit quota (and pay-as-you-go is not enabled on legacy plans).
402 Free tier not allowed The requested endpoint is not available to free accounts.
402 Tier not allowed The requested data is not available to your current tier.
403 Authorization Invalid Hashed token authorization is invalid.
403 Disabled Key The provided API token has been disabled
403 Invalid Key The provided API token is not valid.
403 Test token in production A test token was used for a production endpoint.
403 Production token in sandbox A production token was used for a sandbox endpoint.
403 Circuit Breaker Your pay-as-you-go circuit breaker has been engaged and further requests are not allowed.
403 Inactive Your account is currently inactive.
404 Unknown Symbol Unknown symbol provided
404 Not Found Resource not found
413 Max Types Maximum number of types values provided in a batch request.
429 Too many requests Too many requests hit the API too quickly. An exponential backoff of your requests is recommended.
451 Enterprise Permission Required The requested data requires additional permission to access.
500 System Error Something went wrong on an IEX Cloud server.

Filter results

Most endpoints support a filter parameter to return a subset of data. Pass a comma-delimited list of response attributes to filter. Response attributes are case-sensitive and are found in the Response Attributes section of each endpoint.

Example: ?filter=symbol,volume,lastSalePrice will return only the three attributes specified.

How Credits Work

Certain products, such as the Core Financial API, measure usage in credit amounts. We calculate credit amounts by multiplying the type of data object by that data object’s weight. Data objects are commonly understood units, such as a single stock quote, company fundamentals, or news headline. Weights are determined by taking two factors into consideration: frequency of distribution and acquisition costs. Weighting can be found in the Data Weighting section of each API endpoint.

We built a pricing calculator to help you estimate how many credits you can expect to use based on your app and number of users. You should consider the following inputs that will impact your final cost:

API calls will return iexcloud-credits-used in the header to indicate the total number of credits consumed for the call, as well as an iexcloud-premium-credits-used to indicate the total number of premium credits consumed for the call.

Query Parameters

Request Limits

IEX Cloud only applies request limits per IP address to ensure system stability. We limit requests to 100 per second per IP measured in milliseconds, so no more than 1 request per 10 milliseconds. We do allow bursts, but this should be sufficient for almost all use cases. Note that Sandbox Testing has a request limit of 10 requests per second measured in milliseconds.

SSE endpoints are limited to 50 symbols per connection. You can make multiple connections if you need to consume more than 50 symbols.

Security

We provide a valid, signed certificate for our API methods. Be sure your connection library supports HTTPS with the SNI extension.

SSE Streaming

NOTE: Only included with paid subscription plans

We support Server-sent Events (SSE Streaming) for streaming data as an alternative to WebSockets. You will need to decide whether SSE streaming is more efficient for your workflow than REST calls. In many cases streaming is more efficient since you will only receive the latest available data. If you need to control how often you receive updates, then you may use REST to set a timed interval.

Snapshots

When you connect to an SSE endpoint, you should receive a snapshot of the latest message, then updates as they are available. You can disable this feature by passing a url parameter of nosnapshot=true

You can also specify a starting point for a snapshot by passing a url parameter of snapshotAsOf=EPOCH_TIMESTAMP where the value is an epoch timestamp

Curl Example

curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/stocksUS\?symbols\=spy\&token\=YOUR_TOKEN

Curl Firehose Example

curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/stocksUS\?token\=YOUR_TOKEN

Curl Example (Not authorized by UTP)

curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/stocksUSNoUTP\?symbols\=spy\&token\=YOUR_TOKEN

Curl Firehose Example (Not authorized by UTP)

curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/stocksUSNoUTP\?token\=YOUR_TOKEN

How credits are counted

We use a reserve system for streaming endpoints due to high data rates. This is similar to how a credit card puts a hold on an account and reconciles the amount at a later time.

When you connect to an SSE endpoint, we will validate your API token, then attempt to reserve an amount of credits from your account. For example, 1000 credits.

If you have enough credits in your quota (if you have pay-as-you-go enabled on our legacy plans), we will allow data to start streaming.

We keep track of the number of messages streamed to your account during our reserve interval.

Once our reserve interval expires, we will reconcile usage. This means we will compare how many credits worth of messages were sent versus the number of credits we reserved. For example, if we delivered 1200 credits worth of messages, you would have used 200 more than we reserved, so we will apply 200 additional credits to your account. If we only delivered 100 credits worth of messages, we would add the 900 unused credits back to your account.

After we reconcile the credits, we will attempt another reserve.

The reserve and reconcile process is seamless and does not impact your data stream. If we attempt to reserve credits and your account does not have enough quota (and pay-as-you-go disabled on legacy accounts), then we will disconnect your connection. You can avoid service disruptions by ensuring you have sufficient credits, either by purchasing additional packages or, on legacy plans, by enabling pay-as-you-go.

When you disconnect from an endpoint, we will reconcile your credit usage immediately.

SSE

Firehose

Scale and Business plan users can firehose stream all symbols (excluding DEEP endpoints) by leaving off the symbols parameter.

Interval Streaming

Some SSE endpoints are offered on set intervals such as 1 second, 5 seconds, or 1 minute. This means we will send out messages no more than the interval subscribed to. This helps make message delivery more predictable.

Supported Endpoints

# Stock Quotes
# Firehose can be about 100 million credits worth of messages per day
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/stocksUS?token=YOUR_TOKEN&symbols=spy'

# Stock Quotes No UTP
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/stocksUSNoUTP?token=YOUR_TOKEN&symbols=spy'

# Stock Quotes OTC
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/stocksOTC?token=YOUR_TOKEN&symbols=otcm'

# Stock Quotes every 1 second
# Can be up to 54,000 credits worth of messages per symbol per day
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/stocksUS1Second?token=YOUR_TOKEN&symbols=spy'

# Stock Quotes every 1 second no UTP
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/stocksUSNoUTP1Second?token=YOUR_TOKEN&symbols=spy'

# Stock Quotes every 1 second OTC
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/stocksOTC1Second?token=YOUR_TOKEN&symbols=otcm'

# Stock Quotes every 5 seconds
# Can be up to 10,800 credits worth of messages per symbol per day
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/stocksUS5Second?token=YOUR_TOKEN&symbols=spy'

# Stock Quotes every 5 seconds no UTP
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/stocksUSNoUTP5Second?token=YOUR_TOKEN&symbols=spy'

# Stock Quotes every 5 seconds OTC
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/stocksOTC5Second?token=YOUR_TOKEN&symbols=otcm'

# Stock Quotes every 1 minute
# Can be up to 900 credits worth of messages per symbol per day
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/stocksUS1Minute?token=YOUR_TOKEN&symbols=spy'

# Stock Quotes every 1 minute no UTP
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/stocksUSNoUTP1Minute?token=YOUR_TOKEN&symbols=spy'

# Stock Quotes every 1 minute OTC
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/stocksOTC1Minute?token=YOUR_TOKEN&symbols=otcm'

# Cryptocurrency Quote
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/cryptoQuotes?token=YOUR_TOKEN&symbols=btcusd'

# Cryptocurrency Book
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/cryptoBook?token=YOUR_TOKEN&symbols=btcusd'

# Cryptocurrency Events
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/cryptoEvents?token=YOUR_TOKEN&symbols=btcusd'

# Social Sentiment
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/sentiment?token=YOUR_TOKEN&symbols=spy'

# Forex / Currencies
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/forex?token=YOUR_TOKEN&symbols=USDCAD'

# News
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/news-stream?token=YOUR_TOKEN&symbols=spy'

# IEX TOPS
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/tops?token=YOUR_TOKEN&symbols=spy'

# IEX TOPS 1 second
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/tops1second?token=YOUR_TOKEN&symbols=spy'

# IEX LAST
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/last?token=YOUR_TOKEN&symbols=spy,aapl,tsla'

# IEX LAST 1 second
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/last1second?token=YOUR_TOKEN&symbols=spy,aapl,tsla'

# IEX DEEP
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/deep?token=YOUR_TOKEN&symbols=spy&channels=deep'

# IEX DEEP by channel
curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/deep?token=YOUR_TOKEN&symbols=spy&channels=auction'

curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/deep?token=YOUR_TOKEN&symbols=spy&channels=book'

curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/deep?token=YOUR_TOKEN&symbols=spy&channels=op-halt-status'

curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/deep?token=YOUR_TOKEN&symbols=spy&channels=official-price'

curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/deep?token=YOUR_TOKEN&symbols=spy&channels=security-event'

curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/deep?token=YOUR_TOKEN&symbols=spy&channels=trades'

curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/deep?token=YOUR_TOKEN&symbols=spy&channels=trade-breaks'

curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/deep?token=YOUR_TOKEN&symbols=spy&channels=trading-status'

Node.js SSE client example

'use strict';
const request = require('request');
var stream;
var partialMessage;

function connect() {
    stream = request({
        url: 'https://cloud-sse.iexapis.com/stable/stocksUSNoUTP?token=YOUR_TOKEN&symbols=spy,ibm,twtr',
        headers: {
            'Content-Type': 'text/event-stream'
        }
    })
}
connect();

stream.on('socket', () => {
    console.log("Connected");
});

stream.on('end', () => {
    console.log("Reconnecting");
    connect();
});

stream.on('complete', () => {
    console.log("Reconnecting");
    connect();
});

stream.on('error', (err) => {
    console.log("Error", err);
    connect();
});

stream.on('data', (response) => {
    var chunk = response.toString();
    var cleanedChunk = chunk.replace(/data: /g, '');

    if (partialMessage) {
        cleanedChunk = partialMessage + cleanedChunk;
        partialMessage = "";
    }

    var chunkArray = cleanedChunk.split('\r\n\r\n');

    chunkArray.forEach(function (message) {
        if (message) {
            try {   
                var quote = JSON.parse(message)[0];
                console.log(quote);
            } catch (error) {
                partialMessage = message;
            }
        }
    });
});

function wait () {
    setTimeout(wait, 1000);
};

wait();

Support

If you find any issues with our API or have any questions, please file an issue at Github. If your account includes support, you’ll find additional support options when logged into your Console.

Developer Tools

Client and server libraries

IEX Cloud has a growing set of official and unofficial client libraries available on our community page.

Testing Sandbox

IEX Cloud provides all accounts a free, unlimited use sandbox for testing. Every account will be assigned two test tokens available via the Console. All sandbox endpoints function the same as production, so you will only need to change the base url and token.

We’ve also updated the Usage Report to allow you to view the number of test credits the same way as production credit usage.

How to use

Test tokens look like Tpk_ and Tsk_.

To make a call for test data, use the same url, but pass your test token.

Guides

Excel How-To

IEX Cloud supports Excel and Google Sheets data import methods.

Excel

Excel provides the Webservice function to import data into a cell. We support this in endpoints like quote, stats, financials, cash-flow, balance-sheet, income, and dividends.

Example:

This will pull just the latest price for Apple
=WEBSERVICE("https://cloud.iexapis.com/stable/stock/aapl/quote/latestPrice?token=YOUR_TOKEN_HERE")

IEX Cloud provides an example Excel file that can be used to see how the Webservice function works. Download it here - the Excel webservice function only works on Excel for Windows.

Please note, the highlighted column for latestUpdate is a formula that converts the Unix timestamp into an excel date/time. To get this to work you’ll have to put your token in column B1. And don’t forget that you need to refresh the workbook to update (CTRL + ALT + F9)

Google Sheets

Google Sheets provides IMPORT functions to populate cells with data.

This will pull just the latest price for Apple
=IMPORTDATA("https://cloud.iexapis.com/stable/stock/aapl/quote/latestPrice?token=YOUR_TOKEN_HERE")

Next earnings report date for Apple
=IMPORTDATA("https://cloud.iexapis.com/stable/stock/aapl/estimates/1/reportDate?token=YOUR_TOKEN_HERE")

CSV Files

You can also return most endpoints as CSV by passing a query parameter of format=csv.
https://cloud.iexapis.com/stable/stock/aapl/quote?token=YOUR_TOKEN_HERE&format=csv

REST How-To

Making your first REST API call is easy and can be done from your browser.

You will need:

REST calls are made up of:

Free IEX price for Apple

https://cloud.iexapis.com/stable/tops?token=YOUR_TOKEN_HERE&symbols=aapl

Stock quote for Apple

https://cloud.iexapis.com/stable/stock/aapl/quote?token=YOUR_TOKEN_HERE

Curl quote for Apple from the command line

curl -k 'https://cloud.iexapis.com/stable/stock/aapl/quote?token=YOUR_TOKEN_HERE'

Time Series

Time series is the most common type of data available, and consists of a collection of data points over a period of time. Time series data is indexed by a single date field, and can be retrieved by any portion of time.

To use this endpoint, you’ll first make a free call to get an inventory of available time series data.

HTTP request

# List all available time series data
GET /time-series

JSON response

{
  "id": "REPORTED_FINANCIALS",
  "description": "Reported financials",
  "key": "a valid symbol",
  "subkey": "10-K,10-Q",    
  "schema": {
    "type": "object",
    "properties": {
      "formFiscalYear": {
        "type": "number"
      },
      "formFiscalQuarter": {
        "type": "number"
      },
      "version": {
        "type": "string"
      },
      "periodStart": {
        "type": "string"
      },
      "periodEnd": {
        "type": "string"
      },
      "dateFiled": {
        "type": "string"
      },
      "reportLink": {
        "type": "string"
      },
      "adsh": {
        "type": "string"
      },
      "stat": {
        "type": "object"
      }
    }
  },
  "weight": 5000,
  "created": "2019-06-04 21:32:20",
  "lastUpdated": "2019-06-04 21:32:20"
}

A full inventory of time series data is returned by calling /time-series without a data id. The data structure returned is an array of available data sets that includes the data set id, a description of the data set, the data weight, a data schema, date created, and last updated date. The schema defines the minimum data properties for the data set, but note that additional properties can be returned. This is possible when data varies between keys of a given data set.

Each inventory entry may include a key and subkey which describes what can be used for the key or subkey parameter.

Once you find the data set you want, use the id to query the time series data.

HTTP request

# Get time series data
GET /time-series/{id}/{key?}/{subkey?}

Time series data is queried by a required data set id. For example, “REPORTED_FINANCIALS”. Some time series data sets are broken down further by a data set key. This may commonly be a symbol. For example, REPORTED_FINANCIALS accepts a symbol such as “AAPL” as a key. Data sets can be even further broken down by sub key. For example, REPORTED_FINANCIALS data set with the key “AAPL” can have a sub key of “10-Q” or “10-K”.

Keys and sub keys will be defined in the data set inventory.

Data Weighting

The time series inventory call is Free
Time series data weight is specified in the inventory call and applied per array item (row) returned.

Data Timing

Varies

Data Schedule

Varies

Data Source(s)

Varies

Notes

Access to each data point will be based on the source Stocks endpoint

Available Methods

GET /time-series
GET /time-series/{id}/{key?}/{subkey}

Examples

Path Parameters

Parameter Details
id Required.
• ID used to identify a time series dataset.
key Required.
• Key used to identify data within a dataset. A common example is a symbol such as AAPL.
subkey Optional.
• The optional subkey can used to further refine data for a particular key if available.

Query String Parameters

Parameter Details
range Optional.
Returns data for a given range. Supported ranges described below.
calendar Optional.
Boolean. Used in conjunction with range to return data in the future.
limit Optional.
Limits the number of results returned. Defaults to 1 when no date or range {subkey} is specified
subattribute Optional.
Allows you to query time series by any field in the result set. All time series data is stored by ID, then key, then subkey. If you want to query by any other field in the data, you can use subattribute.
For example, news may be stored as /news/{symbol}/{newsId}, and the result data returns the keys id, symbol, date, sector, hasPaywall
By default you can only query by symbol or id. Maybe you want to query all news where the sector is Technology.

Your query would be: /time-series/news?subattribute=source|WSJ
The syntax is subattribute={keyName}|{value}

Both the key name and the value are case sensitive. A pipe symbol is used to represent ‘equal to’.
dateField Optional.
All time series data is stored by a single date field, and that field is used for any range or date parameters. You may want to query time series data by a different date in the result set. To change the date field used by range queries, pass the case sensitive field name with this parameter.
For example, corporate buy back data may be stored by announce date, but also contains an end date which you’d rather query by. To query by end date you would use dateField=endDate&range=last-week
from Optional.
Returns data on or after the given from date. Format YYYY-MM-DD
to Optional.
Returns data on or before the given to date. Format YYYY-MM-DD
on Optional.
Returns data on the given date. Format YYYY-MM-DD
last Optional.
Returns the latest n number of records in the series
first Optional.
Returns the first n number of records in the series
filter Optional.
The standard filter parameter. Filters return data to the specified comma delimited list of keys (case-sensitive)
format Optional.
The standard format parameter. Returns data as JSON by default. See the data format section for supported types.

Supported Ranges

Parameter Details
today Returns data for today
yesterday Returns data for yesterday
ytd Returns data for the current year
last-week Returns data for Sunday-Saturday last week
last-month Returns data for the last month
last-quarter Returns data for the last quarter
d Use the short hand d to return a number of days. Example: 2d returns 2 days.
If calendar=true, data is returned from today forward.
w Use the short hand w to return a number of weeks. Example: 2w returns 2 weeks.
If calendar=true, data is returned from today forward.
m Use the short hand m to return a number of months. Example: 2m returns 2 months.
If calendar=true, data is returned from today forward.
q Use the short hand q to return a number of quarters. Example: 2q returns 2 quarters.
If calendar=true, data is returned from today forward.
y Use the short hand y to return a number of years. Example: 2y returns 2 years.
If calendar=true, data is returned from today forward.
tomorrow Calendar data for tomorrow. Requires calendar=true
this-week Calendar data for Sunday-Saturday this week. Requires calendar=true
this-month Calendar data for current month. Requires calendar=true
this-quarter Calendar data for current quarter. Requires calendar=true
next-week Calendar data for Sunday-Saturday next week. Requires calendar=true
next-month Calendar data for next month. Requires calendar=true
next-quarter Calendar data for next quarter. Requires calendar=true

Response Attributes

Time series call returns an array of objects. The data returned varies by dataset ID, but each will contain common attributes.

Name Type Description
id string The dataset ID
source string Source of the data if available
key string The requested dataset key
subkey string The requested dataset subkey
date number The date field of the time series as epoch timestamp
updated number The time data was last updated as epoch timestamp

Time series inventory call returns:

Name Type Description
id string Dataset ID
description string Description of the dataset
key string Dataset key
subkey string Dataset subkey
schema object Data weight to call the individual data point in number of credits.
weight number Data weight to call the time series in number of credits per array item (row) returned.
created string ISO 8601 formatted date time the time series dataset was created.
lastUpdated string ISO 8601 formatted date time the time series dataset was last updated.

Calendar

Using the time series `calendar` parameter, you can use short-hand codes to pull future event data such as tomorrow, next-week, this-month, next-month, and more.

Subset of time series parameters used for calendar

Parameter Details
range Optional.
• Returns data for a given range. Supported ranges described below.
calendar Optional.
• boolean. Used in conjunction with range to return data in the future.
Plus all supported time series parameters

Supported calendar ranges

Parameter Details
d Use the short hand d to return a number of days. Example: 2d returns 2 days.
If calendar=true, data is returned from today forward.
w Use the short hand w to return a number of weeks. Example: 2w returns 2 weeks.
If calendar=true, data is returned from today forward.
m Use the short hand m to return a number of months. Example: 2m returns 2 months.
If calendar=true, data is returned from today forward.
q Use the short hand q to return a number of quarters. Example: 2q returns 2 quarters.
If calendar=true, data is returned from today forward.
y Use the short hand y to return a number of years. Example: 2y returns 2 years.
If calendar=true, data is returned from today forward.
tomorrow Calendar data for tomorrow. Requires calendar=true
this-week Calendar data for Sunday-Saturday this week. Requires calendar=true
this-month Calendar data for current month. Requires calendar=true
this-quarter Calendar data for current quarter. Requires calendar=true
next-week Calendar data for Sunday-Saturday next week. Requires calendar=true
next-month Calendar data for next month. Requires calendar=true
next-quarter Calendar data for next quarter. Requires calendar=true

Data Points

Data points are available per symbol and return individual plain text values. Retrieving individual data points is useful for Excel and Google Sheet users, and applications where a single, lightweight value is needed. We also provide update times for some endpoints which allow you to call an endpoint only once it has new data.

To use this endpoint, you’ll first make a free call to list all available data points for your desired symbol, which can be a security or data category.

HTTP request

# List available data keys
GET /data-points/{symbol}

JSON request

[
  {
    "key": "QUOTE-LATESTPRICE",
    "weight": 1,
    "description": "Quote: latestPrice",
    "lastUpdated": "2019-04-15T13:56:39+00:00"
  },
  {
    "key": "LATEST-FINANCIAL-REPORT-DATE",
    "weight": 0,
    "description": "Latest financials report date available",
    "lastUpdated": "2019-04-15T08:08:10+00:00"
  },
  {
    "key": "LATEST-NEWS",
    "weight": 0,
    "description": "Timestamp of the latest available news item",
    "lastUpdated": "2019-04-15T13:50:11+00:00"
  },
  {
    "key": "PRICE-TARGET",
    "weight": 500,
    "description": "Price target average",
    "lastUpdated": "2019-04-15T12:00:08+00:00"
  },
]

Once you find the data point you want, use the key to fetch the individual data point.

HTTP request

# Get a data point
GET /data-points/{symbol}/{key}

Data Weighting

List available data keys Free
Get a data point: The weight specified in the data list.

Data Timing

Varies

Data Schedule

Varies

Data Source(s)

Varies

Notes

Access to each data point will be based on the source Stocks endpoint

Available Methods

Examples

Response Attributes

Data point call returns a single plain text value Available data keys call returns:

Name Type Description
key string Data key used to call a specific data point
weight number Data weight to call the individual data point in number of credits.
description string Description of the data point
lastUpdated string ISO 8601 formatted date time the data point was last updated.

Files

The Files API allows users to download bulk data files, PDFs, etc.

Lookup Available Files

HTTP request

# List all available file types
GET /files

JSON response

[
  {
    "id": "VALUENGINE_REPORT",
    "metadata": {
    "weight": "PREMIUM_VALUENGINE_REPORT",
    "bySymbol": true,
    "byDate": true,
    "numberOfDownloads": 3,
    "source": "ValueEngine",
    "contentType": "text/pdf",
    "extension": "pdf",
    "tags": [ ],
    "categories": [ ]
  },
    "lastUpdated": "2020-03-20T15:15:03+00:00"
  },

]


Lookup avilable symbols and/or dates for file types

For files that have bySymbol = true or byDate = true, this call will show what symbols and dates are available.

HTTP request

# List all available file types
GET /files/info/:id

JSON response

{
  "symbols": [],
  "dates": []
}


Download a file

This call returns an HTTP redirect to a one time secure URL. The URL expires after 1 minute.

HTTP request

# List all available file types
GET /files/download/:id?symbol={symbol}&date={date}

HTTP Redirect response

If the file schema specifies bySymbol = true, then pass a {symbol} query parameter.
If the file schema specifies byDate = true, then pass a {date} query parameter the format "YYYYMMDD".

Rules Engine Beta

Evaluate thousands of data points per second and build event-driven, automated alerts using Rules Engine. You can access Rules Engine through the IEX Console or through our API using the guidelines below.

Your Secret API Token (sk_) should be used to interact with Rules Engine API endpoints. Make sure to not expose your secret token publicly. All interactions should be from a secure server. Find and manage your API Tokens through the console.

To create a rule:

Rules Schema

Pull the latest schema for data points, notification types, and operators used to construct rules.

HTTP Request

GET /stable/rules/schema

JSON Response

{
  "schema": [
    {
      "label": "Symbol: Change %",
      "value": "changePercent",
      "type": "number",
      "scope": "state",
      "isLookup": false,
      "weight": 1,
      "weightKey": "STOCK_QUOTE",
    },
    {
      "label": "Symbol: Latest Price",
      "value": "latestPrice",
      "type": "number",
      "scope": "state",
      "isLookup": false,
      "weight": 1,
      "weightKey": "STOCK_QUOTE",
    },
    // { ... }
  ],
  "notificationTypes": [
    {
      "label": "Webhook",
      "value": "webhook",
      "weight": 100,
      "enabled": true,
    },
    {
      "label": "Google Cloud Function",
      "value": "googlefunctions",
      "weight": 1000,
      "enabled": true,
    },
    {
      "label": "Email",
      "value": "email",
      "weight": 20000,
      "enabled": true,
    },
    // { ... }
  ],
  "operators": {
    "number": [
      {
        "label": "is above",
        "value": ">",
      },
      {
        "label": "is above or equal to",
        "value": ">=",
      },
      {
        "label": "is below",
        "value": "<",
      },
      // { ... }
    ],
    "string": [
      {
        "label": "is",
        "value": "==",
      }
    ],
    "boolean": [
      {
        "label": "True",
        "value": "true",
      },
      {
        "label": "False",
        "value": "false",
      },
    ],
    "time": [
      {
        "label": "is within",
        "value": "within",
      }
    ],
  }
}

Available Methods

GET /stable/rules/schema

Examples

Notes

If a schema object has “isLookup”: true, pass the value key to /stable/rules/lookup/{value}. This returns all valid values for the rightValue of a condition.

Response Attributes

Key Type Description
label string Data label
value string Data value
type string Data type
scope string Scope of data
isLookup boolean
weight number Data weight
weightKey string Data weight key

Lookup Values

HTTP Request

GET /stable/rules/lookup/{value}

JSON Response

// sector
[
  {
    "value": "Basic Materials",
    "label": "Basic Materials",
    "type": "string",
    "formula": "",
    "scope": "lookup",
  },
  {
    "value": "Communication Services",
    "label": "Communication Services",
    "type": "string",
    "formula": "",
    "scope": "lookup",
  },
  // { ... }
]

Available Methods

GET /stable/rules/lookup/{value}

Examples

Path Parameters

If a schema object has isLookup:true, then use the value (ex: changePercent, latestPrice, etc) as the {value} path parameter.

Response Attributes

Key Type Description
value string The actual lookup value that should be used in the right condition
label string Label of the lookup
type string Data type
formula string
scope string


Creating a Rule

This endpoint is used to both create and edit rules. Note that rules run be default after being created.

HTTP Request

POST /stable/rules/create

JSON Response

{
  "id": "f759e05a-7cda-44cc-9579-41178249be4a",
  "weight": 20001
}

Data Weighting

0

Available Methods

POST /stable/rules/create

Example

JavaScript Example

'use strict';
const Request = require('request-promise-native');
function connect() {
    Request({
        method: 'POST',
        url: 'https://cloud.iexapis.com/stable/rules/create',
        json: {
            token: '{YOUR_API_TOKEN}',
            ruleSet: 'AAPL',
            type: 'any',
            ruleName: 'My Rule',
            conditions: [
                ['changePercent','>',5],
                ['latestPrice','<',100]
            ],
            outputs: [
                {
                    frequency: 60,
                    method: 'email',
                    to: 'your_email@domain'
                }
            ]
        },
    }).then((body) => {
        console.log(body);
    }).catch((err) => {
        console.log("Error in request", err);
    });
}

connect();

Post Parameters

Option Type Description
token string Required. Your sk API token
ruleSet string Required. Valid US symbol or the string ANYEVENT. If the string ANYEVENT is passed, the rule will be triggered for any symbol in the system. The cool down period for alerts (frequency) is applied on a per symbol basis.
type string Required. Specify either any, where if any condition is true you get an alert, or all, where all conditions must be true to trigger an alert. any is the default value
ruleName string Required. Your name for the rule
conditions array Required. An array of arrays. Each condition array will consist of three values; left condition, operator, right condition.
Ex: [ ['latestPrice', '>', 200.25], ['peRatio', '<', 20] ]
outputs array Required. An array of one object. The object’s schema is defined for each notification type, and is returned by the notificationTypes array in the /rules/schema endpoint.
Every output object will contain method (which should match the value key of the notificationType, and frequency which is the number of seconds to wait between alerts.
Ex: [ { method: 'webhook', url: 'https://myserver.com/iexcloud-webhook', frequency: 60 } ]
id string Optional. The id of an existing rule only if you are editing the existing rule
additionalKeys array Optional. An array of schema data values to be included in alert message in addition to the data values in the conditions.
Ex: ['latestPrice', 'peRatio', 'nextEarningsDate']

Response Attributes

Key Type Description
id string Rule id
weight number Total credit weight that will be charged per alert sent


Pause and Resume

You can control the output of rules by pausing and resume per rule id.

HTTP Request

POST /stable/rules/pause
POST /stable/rules/resume

JSON Response

true

Available Methods

POST /stable/rules/pause POST /stable/rules/resume

Post Parameters

Option Type Description
token string Required.
• Your sk API token
ruleId string Required.
• Rule ID of rule you want to pause or resume.

Response Attributes

Response Type Description
true / false boolean Returns true if action was successful or false if action was unsuccessful

Edit an existing rule

To edit an existing rule, use the same process as creating a rule, but include the rule id in the POST object.

Example

JavaScript Example

'use strict';
const Request = require('request-promise-native');
function connect() {
  Request({
    method: 'POST',
    url: 'https://cloud.iexapis.com/stable/rules/create',
    json: {
      token: {YOUR_API_TOKEN},
      id: "f759e05a-7cda-44cc-9579-41178249be4a",
      ruleSet: "AAPL",
      type: "any",
      ruleName: "My Rule",
      conditions: [
        ['changePercent','>',2],
        ['latestPrice','<',200]
      ],
      outputs: [
        {
          frequency: 60*60,
          method: 'email',
          to: '{Your Email}'
        }
      ]
    },
  }).then((body) => {
    console.log(body);
  });
}

connect();


Delete a rule

You can delete a rule by using an __HTTP DELETE__ request. This will stop rule executions and delete the rule from your dashboard. If you only want to temporarily stop a rule, use the pause/resume functionality instead.

HTTP Request

DELETE /stable/rules/:id

JSON Response

true

Available Methods

DELETE /stable/rules/:id

Path Parameters

Option Details
id Required.
• Rule ID of rule you want to delete.

Response Attributes

Response Type Description
true / false boolean Returns true if action was successful or false if action was unsuccessful


Get Rule Info

Rule information such as the current rule status and execution statistics.

HTTP Request

GET /stable/rules/info/{id}

JSON Response

[
  {
    "id": "f759e05a-7cda-44cc-9579-41178249be4a",
    "name": "My Apple Rule",
    "event": "AAPL",
    "dateCreated": "2020-02-25",
    "dateUpdated": "2020-02-25",
    "isActive": true,
    "ran": 157,
    "passed": 2,
    "sent": 2
  }
]

Available Methods

GET /stable/rules/info/{id}

Path Parameters

Option Details
id Required.
• Rule ID of rule you want to delete.

Response Attributes

Key Type Description
id string Rule ID
name string Name of rule
event string Symbol or event attached to rule
dateCreated string Date the rule was created
dateUpdated string Date the rule was last updated
isActive boolean Returns true if rule is running or false if rule is paused
ran number Number of times rule has been triggered
passed number Number of times the rule passed conditions
sent number Number of alerts sent from Rules Engine

List all rules

List all rules that are currently on your account. Each rule object returned will include the current rule status and execution statistics.

HTTP Request

GET /stable/rules

JSON Response

[
  {
    "id": "f759e05a-7cda-44cc-9579-41178249be4a",
    "name": "My Apple Rule",
    "event": "AAPL",
    "dateCreated": "2020-02-25",
    "dateUpdated": "2020-02-25",
    "isActive": true,
    "ran": 157,
    "passed": 2,
    "sent": 2
  },
  {
    "id": "436a3520-5ae5-4497-b116-0152664bd1a8",
    "name": "My Tesla Rule",
    "event": "TSLA",
    "dateCreated": "2020-02-21",
    "dateUpdated": "2020-02-23",
    "isActive": false,
    "ran": 23,
    "passed": 0,
    "sent": 0
  },
  // { ... }
]

Available Methods

GET /stable/rules

Response Attributes

Key Type Description
id string Rule ID
name string Name of rule
event string Symbol attached to rule
dateCreated string Date rule was created
dateUpdated string Date rule was last changed
isActive boolean Returns true if rule is active or false if rule is paused
ran number Number of times rule was ran
passed number Number of times the rule passed conditions
sent number Number of alerts sent from Rules Engine


Get Log Output

If you choose `logs` as your rule output method, IEX Cloud will save the output objects on our server. You can use this method to retrieve those data objects.

HTTP Request

GET /stable/rules/output/{id}

JSON Response

Available Methods

GET /stable/rules/output/{id}

Path Parameters

Option Details
id Required.
• Rule ID of rule you want output info for.

Response Attributes

The response will be an array of objects. Each object will contain data defined by the keys in each rule.


Webhooks

If you choose `webhooks` as your rule output method, IEX Cloud will HTTP POST to a URL with your data object.

The POST is sent with Content-Type header as `application/json`. Default timeout for a response is 10 seconds

If you use an HTTPS URL for your webhook endpoint, your server must be correctly configured to support HTTPS with a valid server certificate.

HTTP POST JSON Example

{
  "data": {
    "id": "2342-12342ssd-2323xs23-asdfs",
    "event": "AAPL",
    "name": "My Rule",
    "data": {
      "latestPrice": 100.10
    },
    "timestamp": 1505779200000
  }
}

Response Attributes

Key Type Description
id string Rule ID
event string Symbol attached to rule
name string Name of the rule
ruleEvent object Object containing key value pairs as defined by the rule
timestamp number Refers to the machine readable epoch timestamp of when the rule triggered. Represented in milliseconds since midnight Jan 1, 1970.

Account

Credit Budget

Used to set an upper limit, “credit budget”, on pay as you go credits where you want to make sure not to go above a certain amount. Set the total credits you wish to consume for the month, and once that limit is reached, all API calls will stop until the limit is removed or increased.

HTTP Request

POST /account/creditbudget

Data Weighting

Free

Notes

Requires SK token to access

Available Methods

POST /account/creditbudget

Query Parameters

Option Description
token Required.
• boolean. Your SK API token.
totalCredits Required.
• number. The total credits your account is allowed to consume for the current month above your quota. For example: If your account is allowed 5 million credits, and you do not want to exceed 10 million for the month, then you will pass 10000000 as total credits.

Metadata

Used to retrieve account details such as current tier, payment status, credit quota usage, etc.

HTTP Request

GET /account/metadata

JSON Response

{
    "payAsYouGoEnabled": true,
    "effectiveDate": 1547590582000,
    "endDateEffective": 1547830921000,
    "subscriptionTermType": "monthly",
    "tierName": "launch",
    "messageLimit": 1000000000, // Legacy field
    "creditLimit": 1000000000,
    "messagesUsed": 215141655, // Legacy field
    "creditsUsed": 215141655,
    "circuitBreaker": 3000000000
}

Data Weighting

Free

Data Timing

Free plans End of day
Paid plans Real-time

Notes

Requires SK token to access

Available Methods

GET /account/metadata

Pay as you go

Used to toggle Pay-as-you-go on your account.

HTTP Request

POST /account/payasyougo

Data Weighting

Free

Notes

Requires SK token to access

Available Methods

POST /account/payasyougo

Query Parameters

Option Description
token Required.
• (boolean) Your SK API token.
allow Required.
• (boolean) Pass true to enable Pay-as-you-go, or false to disable.

Signed Requests

Making your first Signed REST API requires a little more effort. This approach has been heavily based on Amazon’s V4 signing approach. The basic idea is to take your secret key, and use that to generate a cryptographic fingerprint of all aspects of your request, so they can be verified by the server, so the interception of the data over the network does not compromise your account. However, you must take care that your secret key for your publishable key is not compromised!

You will need:

Signed REST calls are made up of:

Setting up signed token

Signs a token, so it will require signed headers when a request is made using this token.

HTTP request

POST content-type:application/json { "token" : "SK_TOKEN", "tokenToSign" : "PK/SK_TOKEN_TO_BE_SIGNED", ("unsign" : true) } /account/signed

JSON response

{
    "secret" : "e2700e6b-3be0-4f31-a408-61365caa263a",
    "signedToken" : "pk_6b95e1fac3114f0392a5becd4d8f08e1"
}

Data Weighting

Free

Notes

Examples

See below

Response Attributes

Key Type Description
secret string The secret key for the token
signedToken string The token that has just been signed

Getting the secret for a signed token

Returns the secret for a token, thus making it “signed”.

HTTP request

GET /account/signed?token=SK_TOKEN&signedToken=TOKEN

JSON example

{
     "secret" : "e2700e6b-3be0-4f31-a408-61365caa263a",
}

Data Weighting

Free

Notes

Examples

See below

Response Attributes

Key Type Description
secret string The secret key for the token

Examples on how to make a signed request:

Node.js Example

#!/usr/bin/env node

/*
Copyright 2019-2020 iexcloud. or its affiliates. All Rights Reserved.

This file is licensed under the Apache License, Version 2.0 (the "License").
You may not use this file except in compliance with the License. A copy of the
License is located at

https://www.apache.org/licenses/LICENSE-2.0

This file is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS
OF ANY KIND, either express or implied. See the License for the specific
language governing permissions and limitations under the License.
*/

const moment = require('moment');
const crypto = require('crypto');
const https  = require('https');

const method = 'GET'
const host = 'cloud.iexapis.com'

const access_key = process.env.IEX_PUBLIC_KEY // public key
const secret_key = process.env.IEX_SECRET_KEY // secret key for public key

const canonical_querystring = 'token=' + access_key ;
const canonical_uri = '/v1/stock/aapl/company'

var ts = moment.utc();
const iexdate = ts.format("YYYYMMDDTHHmmss") + 'Z';
const datestamp = ts.format("YYYYMMDD");

function sign(secret, data) {
    return crypto.createHmac('sha256', secret).update(data, "utf8").digest('hex');
};

function getSignatureKey(key, datestamp) {
    const signedDate = sign(key, datestamp);
    return sign(signedDate, 'iex_request');
}

if ( ! access_key || ! secret_key ) {
    console.warn('No access key is available.')
    process.exit(1);
}

const canonical_headers = 'host:' + host + '\n' + 'x-iex-date:' + iexdate + '\n';
const signed_headers = 'host;x-iex-date'
const payload = '';
const payload_hash = crypto.createHash('sha256').update(payload).digest('hex');
const canonical_request = method + '\n' + canonical_uri + '\n' + canonical_querystring + '\n' + canonical_headers + '\n' + signed_headers + '\n' + payload_hash;
const algorithm = 'IEX-HMAC-SHA256';
const credential_scope = datestamp + '/' + 'iex_request';
const string_to_sign = algorithm + '\n' +  iexdate + '\n' +  credential_scope + '\n' + crypto.createHash('sha256').update(canonical_request, "utf8").digest('hex');
const signing_key = getSignatureKey(secret_key, datestamp)
const signature = crypto.createHmac('sha256', signing_key).update(string_to_sign, "utf8").digest('hex');
const authorization_header = algorithm + ' ' + 'Credential=' + access_key + '/' + credential_scope + ', ' +  'SignedHeaders=' + signed_headers + ', ' + 'Signature=' + signature
const headers = {'x-iex-date':iexdate, 'Authorization':authorization_header}

const options = {
    host: host,
    port: 443,
    path: canonical_uri + "?" + canonical_querystring,
    method: 'GET',
    headers: headers
};

const req = https.request(options, function(res) {
    res.setEncoding('utf8');
    res.on('data', function(chunk) {
        var parsed = JSON.parse(chunk);
        console.log(parsed);
    });
});
req.end();

Python Example

#!/usr/bin/env python

# Copyright 2019-2020 iexcloud. or its affiliates. All Rights Reserved.
#
# This file is licensed under the Apache License, Version 2.0 (the "License").
# You may not use this file except in compliance with the License. A copy of the
# License is located at
#
# https://www.apache.org/licenses/LICENSE-2.0
#
# This file is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS
# OF ANY KIND, either express or implied. See the License for the specific
# language governing permissions and limitations under the License.

import sys, os, base64, datetime, hashlib, hmac
import requests # pip install requests

# ************* REQUEST VALUES *************
method = 'GET'
host = 'cloud.iexapis.com'

access_key = os.environ.get('IEX_PUBLIC_KEY')
secret_key = os.environ.get('IEX_SECRET_KEY')

canonical_querystring = 'token=' + access_key
canonical_uri = '/v1/stock/aapl/company'
endpoint = "https://" + host + canonical_uri

def sign(key, msg):
    return hmac.new(key, msg.encode('utf-8'), hashlib.sha256).hexdigest()

def getSignatureKey(key, dateStamp):
    kDate = sign(key, dateStamp)
    return sign(kDate, 'iex_request')

if access_key is None or secret_key is None:
    print('No access key is available.')
    sys.exit()

t = datetime.datetime.utcnow()
iexdate = t.strftime('%Y%m%dT%H%M%SZ')
datestamp = t.strftime('%Y%m%d') # Date w/o time, used in credential scope
canonical_headers = 'host:' + host + '\n' + 'x-iex-date:' + iexdate + '\n'
signed_headers = 'host;x-iex-date'
payload_hash = hashlib.sha256(('').encode('utf-8')).hexdigest()
canonical_request = method + '\n' + canonical_uri + '\n' + canonical_querystring + '\n' + canonical_headers + '\n' + signed_headers + '\n' + payload_hash
algorithm = 'IEX-HMAC-SHA256'
credential_scope = datestamp + '/' + 'iex_request'
string_to_sign = algorithm + '\n' +  iexdate + '\n' +  credential_scope + '\n' +  hashlib.sha256(canonical_request.encode('utf-8')).hexdigest()
signing_key = getSignatureKey(secret_key, datestamp)
signature = hmac.new(signing_key, (string_to_sign).encode('utf-8'), hashlib.sha256).hexdigest()
authorization_header = algorithm + ' ' + 'Credential=' + access_key + '/' + credential_scope + ', ' +  'SignedHeaders=' + signed_headers + ', ' + 'Signature=' + signature

headers = {'x-iex-date':iexdate, 'Authorization':authorization_header}

# ************* SEND THE REQUEST *************
request_url = endpoint + '?' + canonical_querystring

print('\nBEGIN REQUEST++++++++++++++++++++++++++++++++++++')
print('Request URL = ' + request_url)
r = requests.get(request_url, headers=headers)

print('\nRESPONSE++++++++++++++++++++++++++++++++++++')
print('Response code: %d\n' % r.status_code)
print(r.text)

Usage

Used to retrieve current month usage for your account.

HTTP Request

GET /account/usage/{type}

JSON Response

{
    "monthlyUsage": 215200,
    "monthlyPayAsYouGo": 0,
    "dailyUsage": {
        "20190120": 115200, 
        "20190121": 100000
    },
    "tokenUsage": {
        "pk_123": 215200
    },
    "keyUsage": {
        "IEX_STATS": 0, 
        "EARNINGS": 115200, 
        "STOCK_QUOTES": 100000
    }
}

Data Weighting

Free

Data Timing

Real-time

Notes

Available Methods

GET /account/usage/{type}

Path Parameters

Option Description
type Optional.
• Used to specify which quota to return. Ex: credits, rules, rule-records, alerts, alert-records

API System Metadata

Status

Used to retrieve current system status.

HTTP Request

GET /status

JSON response

{
    "status": "up",
    "version": "1.32",
    "time": 1607979129127,
    "currentMonthAPICalls": 14225180421
}

Data Weighting

Free

Data Timing

Real-time

Available Methods

GET /status

Notes

No token required

Changelog

The following is a list of running updates to the IEX API.

v1

2021-03-05

2021-02-11

2021-01-27

2021-01-25

2020-08-10

2020-06-22

2020-06-01

2020-04-07

2020-03-20

2020-03-18

2020-03-17

2020-03-16

2020-03-13

2020-03-12

2020-03-04

2020-03-03

2020-02-28

2020-02-27

2020-02-07

2020-02-03

2020-01-17

2019-12-09

2019-12-05

2019-11-26

2019-11-25

2019-11-20

2019-11-15

2019-11-14

2019-11-12

2019-11-08

2019-11-07

2019-11-01

2019-10-29

2019-10-23

2019-10-14

2019-10-11

2019-10-10

2019-10-01

2019-09-20

2019-09-09

2019-08-15

2019-08-10

2019-07-31

2019-07-18

2019-07-15

2019-07-01

2019-06-14

2019-06-03

2019-05-28

2019-05-16

2019-05-15

2019-05-10

2019-04-30

2019-04-26

2019-04-18

Beta

2019-04-15

2019-04-10

2019-04-09

2019-03-22

2019-03-21

2019-03-20

2019-03-18

2019-03-14

2019-03-13

2019-03-12

2019-03-08

2019-03-07

2019-03-06

2019-02-28

2019-02-27

2019-02-26

2019-02-21

2019-02-20

2019-02-19

2019-02-14

2019-02-12

2019-02-07

2019-02-01

Core Data

Stocks / Equities

Advanced Fundamentals

The New Constructs Reported Fundamentals Data dataset provides immediate access to the data points in our models for 2850+ companies. Models are updated daily. Reported Fundamentals includes data as reported by the company from their financial statements - the income statement, balance sheet, and cash flow statement.

HTTP request

GET /time-series/fundamentals/{symbol}/{period}

JSON response

[
  {
    "accountsPayable": 20673000000,
    "accountsPayableTurnover": 8,
    "accountsReceivable": 9237000000,
    "accountsReceivableTurnover": 17,
    "asOfDate": "2020-02-05",
    "assetsCurrentCash": 22288000000,
    "assetsCurrentCashRestricted": 0,
    "assetsCurrentDeferredCompensation": 0,
    "assetsCurrentDeferredTax": 0,
    "assetsCurrentDiscontinuedOperations": 2383000000,
    "assetsCurrentInvestments": 3296000000,
    "assetsCurrentLeasesOperating": 0,
    "assetsCurrentLoansNet": 53651000000,
    "assetsCurrentOther": 3339000000,
    "assetsCurrentSeparateAccounts": 0,
    "assetsCurrentUnadjusted": 114047000000,
    "assetsFixed": 144490000000,
    "assetsFixedDeferredCompensation": 0,
    "assetsFixedDeferredTax": 11863000000,
    "assetsFixedDiscontinuedOperations": 0,
    "assetsFixedLeasesOperating": 0,
    "assetsFixedOperatingDiscontinuedOperations": 0,
    "assetsFixedOperatingSubsidiaryUnconsolidated": 2519000000,
    "assetsFixedOreo": 0,
    "assetsFixedOther": 93639000000,
    "assetsFixedUnconsolidated": 0,
    "assetsUnadjusted": 258537000000,
    "capex": -7632000000,
    "capexAcquisition": -55576000000,
    "capexMaintenance": 0,
    "cashConversionCycle": -6,
    "cashFlowFinancing": -3129000000,
    "cashFlowInvesting": -13721000000,
    "cashFlowOperating": 17639000000,
    "cashFlowShareRepurchase": -237000000,
    "cashLongTerm": 0,
    "cashOperating": 9067000000,
    "cashPaidForIncomeTaxes": 0,
    "cashPaidForInterest": 0,
    "cashRestricted": 0,
    "chargeAfterTax": 37000000,
    "chargeAfterTaxDiscontinuedOperations": 0,
    "chargesAfterTaxOther": 0,
    "cik": "37996",
    "creditLossProvision": 0,
    "dataGenerationDate": "2020-02-05",
    "daysInAccountsPayable": 48,
    "daysInInventory": 25,
    "daysInRevenueDeferred": 5,
    "daysRevenueOutstanding": 22,
    "debtFinancial": 140029000000,
    "debtShortTerm": 1575000000,
    "depreciationAndAmortizationAccumulated": 31020000000,
    "depreciationAndAmortizationCashFlow": 10888000000,
    "dividendsPreferred": 0,
    "dividendsPreferredRedeemableMandatorily": 0,
    "earningsRetained": 20320000000,
    "ebitReported": 1796000000,
    "ebitdaReported": 12684000000,
    "equityShareholder": 33185000000,
    "equityShareholderOther": 0,
    "equityShareholderOtherDeferredCompensation": 0,
    "equityShareholderOtherEquity": 0,
    "equityShareholderOtherMezzanine": 0,
    "expenses": 157762000000,
    "expensesAcquisitionMerger": 0,
    "expensesCompensation": 0,
    "expensesDepreciationAndAmortization": 0,
    "expensesDerivative": 0,
    "expensesDiscontinuedOperations": 0,
    "expensesDiscontinuedOperationsReits": 0,
    "expensesEnergy": 0,
    "expensesForeignCurrency": 0,
    "expensesInterest": 1049000000,
    "expensesInterestFinancials": 0,
    "expensesInterestMinority": 37000000,
    "expensesLegalRegulatoryInsurance": 0,
    "expensesNonOperatingCompanyDefinedOther": -106000000,
    "expensesNonOperatingOther": 1602000000,
    "expensesNonOperatingSubsidiaryUnconsolidated": 0,
    "expensesNonRecurringOther": -89000000,
    "expensesOperating": 155326000000,
    "expensesOperatingOther": 9472000000,
    "expensesOperatingSubsidiaryUnconsolidated": 0,
    "expensesOreo": 0,
    "expensesOreoReits": 0,
    "expensesOtherFinancing": 0,
    "expensesRestructuring": -20000000,
    "expensesSga": 11161000000,
    "expensesStockCompensation": 0,
    "expensesWriteDown": 0,
    "ffo": 0,
    "figi": "BBG000BQPC32",
    "filingDate": "2020-02-05",
    "filingType": "10-K",
    "fiscalQuarter": 3,
    "fiscalYear": 2019,
    "goodwillAmortizationCashFlow": 0,
    "goodwillAmortizationIncomeStatement": 0,
    "goodwillAndIntangiblesNetOther": 0,
    "goodwillNet": 0,
    "incomeFromOperations": 0,
    "incomeNet": 47000000,
    "incomeNetPerRevenue": 0,
    "incomeNetPerWabso": 0,
    "incomeNetPerWabsoSplitAdjusted": 0,
    "incomeNetPerWabsoSplitAdjustedYoyDeltaPercent": -1,
    "incomeNetPerWadso": 0,
    "incomeNetPerWadsoSplitAdjusted": 0,
    "incomeNetPerWadsoSplitAdjustedYoyDeltaPercent": -1,
    "incomeNetPreTax": -640000000,
    "incomeNetYoyDelta": -3630000000,
    "incomeOperating": 1222000000,
    "incomeOperatingDiscontinuedOperations": 0,
    "incomeOperatingOther": 1190000000,
    "incomeOperatingSubsidiaryUnconsolidated": 32000000,
    "incomeOperatingSubsidiaryUnconsolidatedAfterTax": 0,
    "incomeTax": -724000000,
    "incomeTaxCurrent": 670000000,
    "incomeTaxDeferred": -1394000000,
    "incomeTaxDiscontinuedOperations": 0,
    "incomeTaxOther": 0,
    "incomeTaxRate": 1,
    "interestMinority": 45000000,
    "inventory": 10786000000,
    "inventoryTurnover": 14,
    "liabilities": 258537000000,
    "liabilitiesCurrent": 185790000000,
    "liabilitiesNonCurrentAndInterestMinorityTotal": 39562000000,
    "liabilitiesNonCurrentDebt": 13703000000,
    "liabilitiesNonCurrentDeferredCompensation": 0,
    "liabilitiesNonCurrentDeferredTax": 490000000,
    "liabilitiesNonCurrentDiscontinuedOperations": 0,
    "liabilitiesNonCurrentLeasesOperating": 1047000000,
    "liabilitiesNonCurrentLongTerm": 24322000000,
    "liabilitiesNonCurrentOperatingDiscontinuedOperations": 0,
    "liabilitiesNonCurrentOther": 24277000000,
    "nibclDeferredCompensation": 0,
    "nibclDeferredTax": 0,
    "nibclDiscontinuedOperations": 526000000,
    "nibclLeasesOperating": 367000000,
    "nibclOther": 20529000000,
    "nibclRestructuring": 0,
    "nibclRevenueDeferred": 2091000000,
    "nibclRevenueDeferredTurnover": 75,
    "nibclSeparateAccounts": 0,
    "oci": -7728000000,
    "periodEndDate": "2020-02-05",
    "ppAndENet": 36469000000,
    "pricePerEarnings": 792,
    "pricePerEarningsPerRevenueYoyDeltaPercent": -286,
    "profitGross": 21207000000,
    "profitGrossPerRevenue": 0,
    "researchAndDevelopmentExpense": 0,
    "reserves": 975000000,
    "reservesInventory": 462000000,
    "reservesLifo": 0,
    "reservesLoanLoss": 513000000,
    "revenue": 155900000000,
    "revenueCostOther": 134693000000,
    "revenueIncomeInterest": 0,
    "revenueOther": 155900000000,
    "revenueSubsidiaryUnconsolidated": 0,
    "salesCost": 134693000000,
    "sharesIssued": 4082000000,
    "sharesOutstandingPeDateBs": 0,
    "sharesTreasury": 0,
    "stockCommon": 22206000000,
    "stockPreferred": 0,
    "stockPreferredEquity": 0,
    "stockPreferredMezzanine": 0,
    "stockTreasury": -1613000000,
    "symbol": "F",
    "wabso": 3972000000,
    "wabsoSplitAdjusted": 3972000000,
    "wadso": 4004000000,
    "wadsoSplitAdjusted": 4004000000,
    "id": "FUNDAMENTALS",
    "key": "F",
    "subkey": "quarterly",
    "date": 1605360441000,
    "updated": 1635419177511
  }
]

Data Weighting

75,000 per record

Data Timing

Real-time Historical

Data Schedule

daily

Data Source(s)

Copyright: Data provided by New Constructs, LLC © All rights reserved.

Notes

Only included with paid subscription plans

Available Methods

GET /time-series/fundamentals/{symbol}/{period}

Examples

Pull the last 4 annual reports (10-K) for Ford. - /time-series/fundamentals/F/annual

Pull the lastest quarterly report (10-Q) for Apple. - /time-series/fundamentals/F/annual

Pull the last 2 reported quarters for Tesla. - /time-series/fundamentals/F/annual

Pull the last 2 reported quarters for Tesla. - /time-series/fundamentals/F/annual

Path Parameters

Option Details
symbol Primary security symbol
period Either annual, quarterly, or ttm

Query Parameters

This end point uses all standard time-series query parameters.

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
asOfDate string Date last updated
accountsPayable number Accounts Payable
Accounts payable, a current liability on the balance sheet.
accountsPayableTurnover number Accounts Payable Turnover
The accounts payable turnover ratio shows how many times a company pays off its accounts payable during the period.
accountsReceivable number Accounts Receivable
Accounts receivable, a current asset on the balance sheet.
accountsReceivableTurnover number Accounts Receivable Turnover
The accounts receivable turnover ratio shows how quickly the company is paid for the credit it extends to customers.
assetsUnadjusted number Total Assets (unadjusted)
Total Assets (unadjusted) as reported on the balance sheet.
assetsCurrentUnadjusted number Total Current/Investment Assets (unadjusted)
Total Current/Investment Assets (unadjusted) as reported on the balance sheet.
assetsCurrentCash number Cash and Equivalents (Non-Operating)
Cash and cash equivalents, a current asset on the balance sheet. This data point collects cash for non-financial companies.
assetsCurrentCashRestricted number Current Restricted Cash
Restricted cash, a current asset on the balance sheet.
assetsCurrentDeferredCompensation number Reported Current Deferred Compensation Assets
Current deferred compensation assets, a current asset on the balance sheet.
assetsCurrentDeferredTax number Reported Current Deferred Tax Assets
Current deferred tax assets, a current asset on the balance sheet.
assetsCurrentDiscontinuedOperations number Current Discontinued Operations (Non-Operating)
Current assets from discontinued operations, a current asset on the balance sheet.
assetsCurrentInvestments number Other Investment Securities (Operating)
Investment securities, a current asset on the balance sheet for financial companies or financial segments.
assetsCurrentLeasesOperating number Reported Current Operating Lease Assets
Current operating lease assets, a current asset on the balance sheet.
assetsCurrentLoansNet number Net Loans
Net loans, a current asset on the balance sheet for financial companies or financial segments
assetsCurrentOther number Other Current or Investment Assets
Other current assets on the balance sheet.
assetsCurrentSeparateAccounts number Separate Accounts
Separate accounts, a current asset on the balance sheet.
assetsFixed number Total Fixed Assets
Total fixed assets from the balance sheet.
assetsFixedDeferredCompensation number Reported Deferred Compensation Assets
Fixed deferred compensation assets, a fixed asset on the balance sheet.
assetsFixedDeferredTax number Reported Deferred Tax Assets
Fixed deferred tax assets, a fixed asset on the balance sheet.
assetsFixedDiscontinuedOperations number Discontinued Operations (Non-Operating)
Fixed assets from discontinued operations, a fixed asset on the balance sheet.
assetsFixedLeasesOperating number Reported Non-Current Operating Lease Assets
Fixed operating lease assets, a fixed asset on the balance sheet.
assetsFixedOperatingDiscontinuedOperations number Discontinued Operations (Operating)
Fixed assets from discontinued operations, a fixed asset on the balance sheet for REITs.
assetsFixedOperatingSubsidiaryUnconsolidated number Unconsolidated Subsidiary Assets (Operating)
Investment in unconsolidated subsidiaries that are part of operations. A fixed asset on the balance sheet.
assetsFixedOreo number Other Real Estate Owned
Other Real Estate Owned (OREO) assets, a fixed asset on the balance sheet for financial companies or segments.
assetsFixedOther number Other Fixed Assets
Other fixed assets on the balance sheet.
assetsFixedUnconsolidated number Unconsolidated Subsidiary Assets (non-operating)
Investment in unconsolidated subsidiaries that are not part of operations. A fixed asset on the balance sheet.
capex number Capital Expenditures
Capital expenditures, from cash flows from investing section of the cash flow statement.
capexAcquisition number Acquisition Capital Expenditures
Acquisition expenditures, from cash flows from investing section of the cash flow statement.
capexMaintenance number Maintenance Capital Expenditures
Capital expenditures, as reported on the cash flow statement, that are necessary for the company to continue operating in its current form.
cashConversionCycle number Cash Conversion Cycle
The cash conversion cycle show the number of days it takes for a company to convert its inventory and other resources into revenue.
cashFlowFinancing number Cash Flow from Financing Activities
Total cash flow from financing activities.
cashFlowInvesting number Cash Flow from Investing Activities
Total cash flow from investing activities.
cashFlowOperating number Cash Flow from Operations
Total cash flow from operations.
cashFlowShareRepurchase number Cash Paid for Share Repurchases
Total cash flow from share repurchases.
cashLongTerm number Long-Term Investments (Non-Operating)
Long-term investments, a long-term asset on the balance sheet.
cashOperating number Cash and Equivalents (Operating)
Cash and cash equivalents, a current asset on the balance sheet. This data point collects cash for financial companies or segments.
cashPaidForIncomeTaxes number Cash Paid for Income Taxes
Cash paid for income taxes, a data point disclosed on the cash flow statement or in the notes.
cashPaidForInterest number Cash Paid for Interest
Cash paid for interest, a data point disclosed on the cash flow statement or in the notes.
cashRestricted number Long-term Restricted Cash
Restricted cash, a long-term asset on the balance sheet.
chargesAfterTaxOther number Reported Other After-Tax Charges, Net
HBS & MIT Sloan Data. Reported Other After-tax Charges, net are other non-operating expenses and income that appear directly on the income statement after tax.
chargeAfterTax number Reported After-Tax Non-Operating Expense/(Income), Net
Net After-Tax Non-Operating Expense/(Income) are the net of non-operating expenses and income that appear directly on the income statement after tax. We classify Non-Operating After-Tax Expenses into the following types:__
chargeAfterTaxDiscontinuedOperations number Reported Loss/(Gain) from Discontinued Operations After-Tax, Net
HBS & MIT Sloan Data. Reported Loss/(Gain) from Discontinued Operations, net is the after-tax expense from assets or subsidiaries that are held for sale.
cik string The unique identifier for this data set, the Central Index Key (“CIK”) is used to identify entities that are regulated by the Securities and Exchange Commission (“SEC”).
creditLossProvision number Credit Loss Provision
Credit loss provision, an expense on the income statement recognized by financial companies or segments.
dataGenerationDate string Date data was generated, formatted YYYY-MM-DD
daysInAccountsPayable number Days in Accounts Payable
Days in accounts payable shows the average number of days it takes a company to pay its bills.
daysInInventory number Days in Inventory
The days in inventory ratio shows how quickly, in days, a company is converting its inventory into revenue.
daysInRevenueDeferred number Days in Deferred Revenue
Days in deferred revenue shows the average number of days it takes a company to collect on deferred revenue.
daysRevenueOutstanding number Days Revenue Outstanding
Days in revenue outstanding shows the average number of days it takes a compnay to collect payment after a sale has been made.
debtFinancial number Investment Liabilities - Debt
Short-term and long-term debt for financial companies or segments.
debtShortTerm number Short-Term Debt
Short-term debt, a current liability on the balance sheet.
depreciationAndAmortizationAccumulated number Accumulated Depreciation and Amortization
Accumulated depreciation and amortization, a data point collected from the balance sheet or notes.
depreciationAndAmortizationCashFlow number Depreciation and Amortization (Cash Flow)
Depreciation and amortization from cash flows from operations section of the cash flow statement.
dividendsPreferred number Reported Preferred Dividends, Net
Reported Preferred Stock Dividends, net are the dividends that must be paid out to preferred equity owners before common stock owners can receive any money.
dividendsPreferredRedeemableMandatorily number Reported Dividends on Redeemable Preferred Stock, Net
Reported Redeemable Preferred Stock Dividends, net are the dividends that must be paid out to redeemable preferred equity owners before common stock owners can receive any money.
earningsRetained number Retained Earnings
Retained earnings, from the shareholders’ equity section of the balance sheet.
ebitdaReported number Reported EBITDA
Reported operating earnings before interest, taxes, depreciation and amortization. This version of EBITDA uses only reported data from the income statment and is not adjusted for unusual gains/losses found only in the footnotes or MD&A.
ebitReported number Reported EBIT
Reported operating earnings before interest and taxes. This version of EBIT uses only reported data from the income statment and is not adjusted for unusual gains/losses found only in the footnotes or MD&A.
equityShareholder number Total Shareholders’ Equity
Total shareholders’ equity, from the shareholders’ equity section of the balance sheet.
equityShareholderOther number Other Shareholders’ Equity
Other shareholders’ equity, from the shareholders’ equity section of the balance sheet.
equityShareholderOtherDeferredCompensation number Deferred Compensation Shareholders’ Equity
Deferred compensation shareholder’s equity, from the shareholders’ equity section of the balance sheet.
equityShareholderOtherEquity number Other Shareholders’ Equity
Other shareholders’ equity, from the shareholders’ equity section of the balance sheet.
equityShareholderOtherMezzanine number Mezzanine Shareholders’ Equity
Mezzanine shareholders’ equity, from the shareholders’ equity section of the balance sheet.
expenses number Total Expenses
expensesAcquisitionMerger number Reported Acquisition and Merger Expenses, Net
HBS & MIT Sloan Data. Reported Acquisition and Merger Expenses, net are the net of non-operating expenses related to an acquisition or merger that appear directly on the income statement.
expensesCompensation number Other Compensation
Other compensation, an expense on the income statement.
expensesDepreciationAndAmortization number Depreciation and Amortization
Depreciation and amortization, an expense on the income statement.
expensesDerivative number Reported Derivate Related Expenses, Net
HBS & MIT Sloan Data. Reported Derivative Related Expenses, net are the net of non-operating expenses related to derivatives that appear directly on the income statement.
expensesDiscontinuedOperations number Reported Expenses/(Income) from Discontinued Operations, Net
HBS & MIT Sloan Data. Reported Expenses/(Income) from Discontinued Operations, net are non-operating expenses associated with businesses or subsidiaries that are held for sale. These expenses appear directly on the income statement.
expensesDiscontinuedOperationsReits number Losses from Discontinued Operations (Operating)
Losses from discontinued operations for REITs.
expensesEnergy number Energy Operating Expense
Energy expense, an expense on the income statement for energy companies.
expensesForeignCurrency number Reported Foreign Currency Expenses, Net
HBS & MIT Sloan Data. Reported Foreign Currency Loss/(Gain), net is a non-operating expense related to the changes in the value of foreign currency that appears directly on the income statement.
expensesInterest number Reported Interest Expense/(Income), Net
Reported Interest Expense/(Income), net is a non-operating expense related to the cost of financing that appears directly on the income statement.
expensesInterestFinancials number Interest Expense (Operating)
Interest expense, an exense on the income statement for financial companies or financial segments.
expensesInterestMinority number Reported Minority Interest Expense, Net
Reported Minority Interest Expenses, net are the net of non-operating expenses associated with significant but non-controlling ownership of a company’s voting shares. The portion of the parent company’s income attributed to minority interest is subtracted from reported profits.
expensesLegalRegulatoryInsurance number Reported Legal, Regulatory, and Insurance Related Expenses, Net
HBS & MIT Sloan Data. Reported Legal, Regulatory, and Insurance Related Expenses, net are the net of non-operating expenses related to legal, regulatory, and insurance costs that appear directly on the income statement.
expensesNonOperatingCompanyDefinedOther number Reported Company Defined Other Non-Operating Expenses, Net
HBS & MIT Sloan Data. Reported Company Defined Other Non-Operating Expenses, net are the net of non-operating expenses for costs specifically defined as other that appear directly on the income statement.
expensesNonOperatingOther number Reported Other Non-Operating Expense/(Income), Net
HBS & MIT Sloan Data. Reported Other Non-Operating Expenses/(Income), net are non-operating expenses for other costs that appear directly on the income statement.
expensesNonOperatingSubsidiaryUnconsolidated number Reported Losses/(Income) from Unconsolidated Subsidiaries, Net
Reported Losses/(Income) from Unconsolidated Subsidiaries, net are non-operating expenses associated with subsidiaries that are not consolidated within the parent company’s financial statements. These expenses appear directly on the income statement.
expensesNonRecurringOther number Reported Other Non-Recurring Expense/(Income), Net
HBS & MIT Sloan Data. Reported Other Non-Recurring Expenses/(Income), net are non-operating expenses for other costs that appear directly on the income statement. These costs should not recur in the future.
expensesOperating number Total Operating Expense
Total operating expenses disclosed on the income statement.
expensesOperatingOther number Other Operating Expense
Other operating expense, an expense on the income statement.
expensesOperatingSubsidiaryUnconsolidated number Losses from Unconsolidated Subsidiaries (Operating)
Losses from unconsolidated subsidiaries, treated as operating if the corresponding asset is operating.
expensesOreo number Reported Non-Operating Other Real Estate Owned Expense/(Income), Net
HBS & MIT Sloan Data. Reported Non-Operating Other Real Estate Owned Expenses/(Income), net are non-operating expenses associated with foreclosed assets owned or controlled by a bank. These expenses appear directly on the income statement.
expensesOreoReits number Operating Other Real Estate Owned Expense
Other real estate owned (OREO) expense, an expense on the income statement.
expensesOtherFinancing number Reported Other Financing Expenses, Net
HBS & MIT Sloan Data. Reported Other Financing Expenses, net are the net of non-operating expenses related to the cost of financing that appear directly on the income statement.
expensesRestructuring number Reported Restructuring Expenses, Net
HBS & MIT Sloan Data. Reported Restructuring Expenses, net are the net of non-operating expenses related to the reorganization of a business that appear directly on the income statement.
expensesSga number Selling, General, and Administrative Expense
Selling, general, and administrative, an expense on the income statement.
expensesStockCompensation number Stock Compensation
Stock compensation, an expense on the income statement.
expensesWriteDown number Reported Write-Downs (Non-Operating), Net
HBS & MIT Sloan Data. Reported Write-Downs, net are non-operating expenses related to the impairment in value of a company’s assets. These expenses appear directly on the income statement.
ffo number Funds from Operations
figi string Financial Instrument Global Identifier for the symbol if available
filingDate string Formatted YYYY-MM-DD
filingType string Filing type
fiscalQuarter number Associated fiscal quarter
fiscalYear number Associated fiscal year
goodwillAmortizationCashFlow number Goodwill Amortization (Cash Flow Statement)
Goodwill amortization, from cash flows from operations section of the cash flow statement, collected prior to 2001 when companies where permitted to amortize goodwill.
goodwillAmortizationIncomeStatement number Goodwill Amortization
Goodwill amortization, a data point on the income statement collected prior to 2001 when companies where permitted to amortize goodwill.
goodwillAndIntangiblesNetOther number Other Intangibles
Goodwill and intangible assets, net, a long-term asset reported on the balance sheet.
goodwillNet number Goodwill, net
Goodwill, net, a long-term asset reported on the balance sheet.
incomeFromOperations number Reported Income from Operations
Reported income from operations, an item on the income statement.
incomeNet number GAAP Net Income
GAAP net income.
incomeNetPerRevenue number GAAP Net Income Margin
GAAP net income margin.
incomeNetPerWabso number Basic EPS (Not Split-Adjusted)
Basic earnings per share (not split-adjusted).
incomeNetPerWabsoSplitAdjusted number Basic EPS
Basic earnings per share.
incomeNetPerWabsoSplitAdjustedYoyDeltaPercent number Basic EPS Annual Growth
Percent growth in basic earnings per share year over year.
incomeNetPerWadso number Diluted GAAP EPS (Not Split-Adjusted)
Diluted earnings per share (not split-adjusted).
incomeNetPerWadsoSplitAdjusted number Diluted GAAP EPS
Diluted earnings per share.
incomeNetPerWadsoSplitAdjustedYoyDeltaPercent number Diluted GAAP EPS Annual Growth
Percent growth in diluted earnings per share year over year.
incomeNetPreTax number Pre-Tax Income
Pre-tax income.
incomeNetYoyDelta number Annual Change in Net Income
The change in Net Income year over year.
incomeOperating number Total Operating Income
Sum of a company’s operating income derived outside of revenues.
incomeOperatingDiscontinuedOperations number Income from Discontinued Operations (Operating)
Income from discontinued operations, an item on the income statement for REITs.
incomeOperatingOther number Other Operating Income
Other operating income.
incomeOperatingSubsidiaryUnconsolidated number Income from Unconsolidated Subsidiaries (Operating)
Income from unconsolidated subsidiaries, an operating item on the income statement.
incomeOperatingSubsidiaryUnconsolidatedAfterTax number Income from Unconsolidated Subsidiaries After-tax (Operating)
Income from unconsolidated subsidiaries after-tax, an operating item on the income statement.
incomeTax number Income Tax Provision
A line item on a company’s income statement representing its estimated tax liability or benefit for the current year.
incomeTaxCurrent number Total Current Income Taxes
Current income taxes payable.
incomeTaxDeferred number Total Deferred Income Taxes
Deferred income taxes.
incomeTaxDiscontinuedOperations number Income Tax Expense/(Benefit) - Discontinued Operations
Income tax expense/(benefit) from discontinued operations.
incomeTaxOther number Income Tax Expense/(Benefit) - Other
Other income tax expense/(benefit).
incomeTaxRate number Effective Income Tax Rate
The reported, effective income tax rate.
interestMinority number Minority Interests
Minority interests, a component of shareholder’s equity representing a significant but non-controlling ownership of a company’s voting shares by either an investor or another company.
inventory number Inventory
Inventory, a current asset on the balance sheet.
inventoryTurnover number Inventory Turnover
Inventory turnover shows how many times a company has sold and replaced inventory during the period.
liabilities number Total Liabilities and Shareholders’ Equity
Total liabilities and shareholders’ equity.
liabilitiesCurrent number Total Current/Investment Liabilities
Total current/investment liabilities.
liabilitiesNonCurrentAndInterestMinorityTotal number Total Long-term Liabilities and Minority Interest
Total Long-term Liabilities and Minority Interest
liabilitiesNonCurrentDebt number Long-Term Debt
Long-term debt, a long-term, liability on the balance sheet.
liabilitiesNonCurrentDeferredCompensation number Reported Deferred Compensation Liability
Long-term deferred compensation liability, a long-term liability on the balance sheet.
liabilitiesNonCurrentDeferredTax number Reported Deferred Tax Liability
Long-term deferred tax liabilities, a long-term liability on the balance sheet.
liabilitiesNonCurrentDiscontinuedOperations number Discontinued Operations (Non-Operating)
Long-term discontinued operations, a long-term liability on the balance sheet.
liabilitiesNonCurrentLeasesOperating number Reported Non-Current Operating Lease Liabilities
Long-term operating lease liability, a long-term liability on the balance sheet.
liabilitiesNonCurrentLongTerm number Discontinued Long-term Liabilities
Long-term discontinued liabilities.
liabilitiesNonCurrentOperatingDiscontinuedOperations number Discontinued Operations (Operating)
Long-term discontinued operations, a long-term liability on the balance sheet for REITs.
liabilitiesNonCurrentOther number Other Long-term Liabilities
Other long-term liabilities, a long-term liability on the balance sheet.
nibclDeferredCompensation number Reported Current Deferred Compensation Liability
Current deferred compensation liability, a current liability on the balance sheet.
nibclDeferredTax number Reported Current Deferred Tax Liability
Current deferred tax liability, a current liability on the balance sheet.
nibclDiscontinuedOperations number Current Discontinued Operations (Non-Operating)
Current liability for discontinued operations, a current liability on the balance sheet.
nibclLeasesOperating number Reported Current Operating Lease Liabilities
Current operating lease liabilities, a current liability on the balance sheet.
nibclOther number Other NIBCL or Investment Liabilities
Other non-interest bearing current liabilities or investment liabilities, a current liability on the balance sheet.
nibclRestructuring number Accrued Restructuring Charges
Current liability for restructuring charges, a current liability on the balance sheet.
nibclRevenueDeferred number Current Deferred Revenue
Current deferred revenue, a current liability on the balance sheet.
nibclRevenueDeferredTurnover number Deferred Revenue Turnover
Deferred revenue turnover
nibclSeparateAccounts number Separate Accounts
Separate accounts, a current liability on the balance sheet.
oci number Accumulated OCI (Other Comprehensive Income)
Accumulated Other Comprehensive Income, from the shareholders’ equity section of the balance sheet.
periodEndDate string Formatted YYYY-MM-DD
ppAndENet number Net Property, Plant, and Equipment
Property, plant, and equipment, net, a fixed asset on the balance sheet.
pricePerEarnings number P/E (Price/Earnings Multiple)
Traditional P/E multiple
pricePerEarningsPerRevenueYoyDeltaPercent number P/E Per Revenue Growth
Traditional P/E multiple divided by the annual percent change in revenue.
profitGross number Gross Profit
Gross Profit
profitGrossPerRevenue number Gross Margin
Gross Profit Margin
researchAndDevelopmentExpense number Research and Development Expense
Research and development expense, an expense on the income statement.
reserves number Total Reserves
Sum of the current ending reserve balances for LIFO, inventory, and loan loss reserves.
reservesInventory number Inventory Reserves
Inventory reserve from the current year.
reservesLifo number LIFO Reserves
LIFO reserve from the current year.
reservesLoanLoss number Loan Loss Reserves
Loan loss reserve from the current year.
revenue number Total Revenue
Total revenue as reported on the income statement.
revenueCostOther number Cost of Sales
Cost of sales, an expense on the income statement.
revenueIncomeInterest number Interest Income
Interest income for financials, an item on the income statement.
revenueOther number Operating Revenue
Revenue, an item on the income statement.
revenueSubsidiaryUnconsolidated number Unconsolidated Subsidiary Revenue
Unconsolidated subsidiary revenue, an item on the income statement.
salesCost number Total Cost of Sales
Total cost of sales, an expense on the income statement.
sharesIssued number Shares Issued (Not Split-Adjusted)
Shares issued (not split-adjusted).
sharesOutstandingPeDateBs number Shares Outstanding on the PE Date (Not Split-Adjusted)
Shares outstanding on the period end date (not split-adjusted).
sharesTreasury number Treasury Shares (not split-adjusted)
Treasury shares (not split-adjusted).
stockCommon number Common Stock
Common stock, from the shareholders’ equity section of the balance sheet.
stockPreferred number Preferred Capital
Total preferred stock from the Shareholder’s Equity section of the balance sheet and the Mezzanine section of the balance sheet.
stockPreferredEquity number Preferred Stock
Preferred stock, from the shareholders’ equity section of the balance sheet.
stockPreferredMezzanine number Preferred Stock - Mezzanine
Preferred stock - mezzanine, from the mezzanine section of the balance sheet.
stockTreasury number Treasury Stock
Treasury stock, from the shareholders’ equity section of the balance sheet.
symbol string Associated symbol or ticker
wabso number Basic Weighted Avg. Shares (Not Split-Adjusted)
Basic weighted average shares (not split-adjusted).
wabsoSplitAdjusted number Basic Weighted Avg. Shares
Weighted average basic shares oustanding as reported on the income statment, adjusted for stock splits.
wadso number Diluted Weighted Avg. Shares (Not Split-Adjusted)
Diluted weighted average shares (not split-adjusted).
wadsoSplitAdjusted number Weighted Average Diluted Shares Outstanding (Split Adjusted)
Weighted average diluted shares oustanding as reported on the income statment, adjusted for stock splits.
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.

Advanced Stats

Returns everything in key stats plus additional advanced stats such as EBITDA, ratios, key financial data, and more.

HTTP request

GET /stock/{symbol}/advanced-stats

JSON response

{
    // ...key stats
    "beta": 1.4661365583766115,
    "totalCash": 66301000000,
    "currentDebt": 20748000000,
    "revenue": 265809000000,
    "grossProfit": 101983000000,
    "totalRevenue": 265809000000,
    "EBITDA": 80342000000,
    "revenuePerShare": 0.02,
    "revenuePerEmployee": 2013704.55,
    "debtToEquity": 1.07,
    "profitMargin": 22.396157,
    "enterpriseValue": 1022460690000,
    "enterpriseValueToRevenue": 3.85,
    "priceToSales": 3.49,
    "priceToBook": 8.805916432564608,
    "forwardPERatio": 18.14,
    "pegRatio": 2.19,
    "peHigh": 22.61,
    "peLow": 11.98,
    "week52highDate": "2019-11-19",
    "week52lowDate": "2019-01-03",
    "week52highDateSplitAdjustOnly": null,
    "week52lowDateSplitAdjustOnly": null,
    "putCallRatio": 0.7611902044412406,
}

Data Weighting

3,000 per symbol + Key Stats weight

Data Timing

End of day

Data Schedule

4am, 5am ET

Data Source(s)

IEX Cloud

Notes

Only included with paid subscription plans

Available Methods

GET /stock/{symbol}/advanced-stats/

Examples

Response Attributes

Key Type Description
Inherited stats See key stats
totalCash number Cash on hand
currentDebt number The current debt
revenue number In accounting, revenue is the income that a business has from its normal business activities, usually from the sale of goods and services to customers
grossProfit number Gross profit is the profit a company makes after deducting the costs associated with making and selling its products, or the costs associated with providing its services
totalRevenue number Calculated as the sum of gross income (the difference between sales or revenues and cost of goods sold and depreciation) and cost of goods sold for the period
EBITDA number Earnings before interest, tax, depreciation and amortization from the most recent quarterly financial report.
revenuePerShare number Amount of revenue over common shares outstanding
revenuePerEmployee number Net Income per employee (NIPE) is a company’s net income divided by the number of employees
debtToEquity number The debt-to-equity (D/E) ratio is calculated by dividing a company’s total liabilities by its shareholder equity
profitMargin number A measure of profitability by finding the net profit as a percentage of the revenue
enterpriseValue number Enterprise value (EV) is a measure of a company’s total value, often used as a more comprehensive alternative to equity market capitalization
enterpriseValueToRevenue number The enterprise value-to-revenue multiple (EV/R) is a measure of the value of a stock that compares a company’s enterprise value to its revenue
priceToSales number Price–sales ratio, P/S ratio, or PSR, is a valuation metric for stocks. It is calculated by dividing the company’s market capitalization by the revenue in the most recent year; or, equivalently, divide the per-share stock price by the per-share revenue
priceToBook number The price-to-book ratio, or P/B ratio, is a financial ratio used to compare a company’s current market price to its book value
forwardPERatio number Forward price-to-earnings (forward P/E) is a version of the ratio of price-to-earnings (P/E) that uses forecasted earnings for the P/E calculation
pegRatio number The PEG ratio is calculated easily and represents the ratio of the P/E to the trailing twelve month (ttm) earnings per share (EPS) growth rate of a company
beta number Beta is a measure used in fundamental analysis to determine the volatility of an asset or portfolio in relation to the overall market. Levered beta calculated with 1 year historical data and compared to SPY.
peHigh string 52 week high of the symbol’s PE Ratio.
peLow string 52 week low of the symbol’s PE Ratio.
week52highDate string Date of 52 week high
week52lowDate string Date of 52 week low
week52highDateSplitAdjustOnly string Date of 52 week high, split adjusted only
week52lowDateSplitAdjustOnly string Date of 52 week low, split adjusted only
putCallRatio number The security’s total put volume relative to its total call volume over all available option contract dates. Investopedia

Balance Sheet

Pulls balance sheet data. Available quarterly or annually with the default being the last available quarter. This data is currently only available for U.S. symbols.

HTTP request

GET /stock/{symbol}/balance-sheet

JSON response

{
  "symbol": "AAPL",
  "balancesheet": [
    {
      "reportDate": "2020-10-17",
      "filingType": "10-K",
      "fiscalDate": "2020-09-13",
      "fiscalQuarter": 4,
      "fiscalYear": 2010,
      "currency": "USD",
      "currentCash": 25913000000,
      "shortTermInvestments": null,
      "receivables": 23186000000,
      "inventory": 3956000000,
      "otherCurrentAssets": 12087000000,
      "currentAssets": 131339000000,
      "longTermInvestments": 170799000000,
      "propertyPlantEquipment": 41304000000,
      "goodwill": null,
      "intangibleAssets": null,
      "otherAssets": 22283000000,
      "totalAssets": 365725000000,
      "accountsPayable": 55888000000,
      "currentLongTermDebt": null,
      "otherCurrentLiabilities": null,
      "totalCurrentLiabilities": 116866000000,
      "longTermDebt": 93735000000,
      "otherLiabilities": null,
      "minorityInterest": 0,
      "totalLiabilities": 258578000000,
      "commonStock": 40201000000,
      "retainedEarnings": 70400000000,
      "treasuryStock": null,
      "capitalSurplus": null,
      "shareholderEquity": 107147000000,
      "netTangibleAssets": 107147000000,
      "id": "BALANCE_SHEET",
      "key": "AAPL",
      "subkey": "quarterly",
      "date": 1635273127391,
      "updated": 1635273127391
    },
    // { ... }
  ]
}

Data Weighting

3000 per symbol per period

Data Timing

End of day

Data Schedule

Updates at 8am, 9am UTC daily

Data Source(s)

Copyright: Data provided by New Constructs, LLC © All rights reserved.

Notes

Examples

Query String Parameters

Option Details
period Optional.
• string. Allows you to specify annual or quarterly balance sheet. Defaults to quarter. Values should be annual or quarter
last Optional.
• number. Specify the number of quarters or years to return. One quarter is returned by default. You can specify up to 12 quarters with quarter, or up to 4 years with annual.

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
reportDate string Date financials were reported
filingType string Filing type
fiscalDate string The last day of the relevant fiscal period, formatted YYYY-MM-DD
fiscalQuarter number Associated fiscal quarter
fiscalYear number Associated fiscal year
currency string Currency code for reported financials.
currentCash number Represents current cash excluding short-term investments. Current cash excludes commercial paper issued by unconsolidated subsidiaries to the parent company, amount due from sale of debentures, checks written by the company but not yet deposited and charged to the company’s bank account, and promissory notes.
shortTermInvestments number Returns null as of December 1, 2020. Total short-term investments.
receivables number Represents net claims against customers for merchandise sold or services performed in the ordinary course of business. Investopedia
inventory number Represents tangible items or merchandise net of advances and obsolescence acquired for either resale directly or included in the production of finished goods manufactured for sale in the normal course of operation. Excludes tools that are listed in current assets, supplies and prepaid expenses for companies that lump these items together, advances from customers, and contract billings. For non-U.S. companies, if negative inventories arise from advances from customers greater than costs on long-term contracts, it is reclassified to current liabilities.
otherCurrentAssets number Represents other current assets for the period. Investopedia
currentAssets number Represents cash and other assets that are reasonably expected to be realized in cash, sold or consumed within one year or one operating cycle. Generally, the sum of cash and equivalents, receivables, inventories, prepaid expenses, and other current assets. For non-U.S. companies, long term receivables are excluded from current assets even though included in net receivables. Investopedia
longTermInvestments number Represents total investments and advances for the period. Calculated as long term investment minus affiliate companies and other long term investments. Investopedia
propertyPlantEquipment number Represents gross property, plant, and equipment less accumulated reserves for depreciation, depletion, and ammortization. Investopedia
goodwill number Represents the excess cost over the fair market value of the net assets purchased. Is excluded from other intangible assets. Investopedia
intangibleAssets number Represents other assets not having a physical existence. The value of these assets lie in their expected future return. This excludes goodwill. Investopedia
otherAssets number Returns other assets for the period calculated as other assets including intangibles minus intangible other assets.
totalAssets number Represents the sum of total current assets, long-term receivables, investment in unconsolidated subsidiaries, other investments, net property plant and equipment, deferred tax assets, and other assets.
accountsPayable number Represents the claims of trade creditors for unpaid goods and services that are due within the normal operating cycle of the company. Investopedia
currentLongTermDebt number Returns null as of December 1, 2020. Represents the amount of long term debt due within the next twelve months. Excludes notes payable arising from short term borrowings, current maturities of participation and entertainment obligation, contracts payable for broadcast rights, current portion of advances and production payments Bank overdrafts, advances from subsidiaries/associated companies, and current portion of preferred stock of a subsidiary. Investopedia
otherCurrentLiabilities number Returns null as of December 1, 2020. Represents other current liabilities and calculated as the sum of misc current liabilities, dividends payable, and accrued payroll.
totalCurrentLiabilities number Represents debt or other obligations that the company expects to satisfy within one year.
longTermDebt number Represents all interest-bearing financial obligations, excluding amounts due within one year, net of premium or discount. Excludes current portion of long-term debt, pensions, deferred taxes, and minority interest. Investopedia
otherLiabilities number Returns null as of December 1, 2020. Returns other liabilities for the period calculated as the sum of other liabilities excluding deferred revenue, deferred income, and deferred tax liability in untaxed reserves.
minorityInterest number Represents the portion of earnings/losses of a subsidiary pertaining to common stock not owned by the controlling company or other members of the consolidated group. Minority Interest is subtracted from consolidated net income to arrive at the company’s net income.
totalLiabilities number Represents all short and long term obligations expected to be satisfied by the company. Excludes minority interest preferred stock equity, preferred stock equity, common stock equity, and non-equity reserves.
commonStock number Number of shares outstanding as the difference between issued shares and treasury shares. Investopedia
retainedEarnings number Represents the accumulated after tax earnings of the company which have not been distributed as dividends to shareholders or allocated to a reserve amount. Excess involuntary liquidation value over stated value of preferred stock is deducted if there is an insufficient amount in the capital surplus account. Investopedia
treasuryStock number Represents the acquisition cost of shares held by the company. For non-U.S. companies treasury stock may be carried at par value. This stock is not entitled to dividends, has no voting rights, and does not share in the profits in the event of liquidation. Investopedia
capitalSurplus number Returns null as of December 1, 2020. Represents the amount received in excess of par value from the sale of common stock. Along with common stock it is the equity capital received from parties outside the company.
shareholderEquity number Total shareholders’ equity for the period calculated as the sum of total common equity and preferred stock carrying value.
netTangibleAssets number Calculated as shareholder equity less goodwill and less
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.

Book

HTTP request

GET /stock/{symbol}/book

JSON response

{
  "quote": {...},
  "bids": [...],
  "asks": [...],
  "trades": [...],
  "systemEvent": {...},
}

Data Weighting

1 per quote returned

Data Timing

Real-time + 15min delayed

Data Schedule

Real-time during Investors Exchange market hours

Data Source(s)

Investors Exchange IEX Cloud Consolidated Tape

Available Methods

GET /stock/{symbol}/book

Examples

Response Attributes

Response includes data from deep and quote. Refer to each endpoint for details.

Cash Flow

Pulls cash flow data. Available quarterly or annually, with the default being the last available quarter. This data is currently only available for U.S. symbols.

HTTP request

GET /stock/{symbol}/cash-flow

JSON response

{
  "symbol": "AAPL",
  "cashflow": [
    {
      "capitalExpenditures": -3742080084,
      "cashChange": null,
      "cashFlow": 38385893986,
      "cashFlowFinancing": -28735881222,
      "changesInInventories": null,
      "changesInReceivables": null,
      "currency": "USD",
      "depreciation": 31163596487,
      "dividendsPaid": null,
      "exchangeRateEffect": null,
      "filingType": "10-K",
      "fiscalDate": "2020-10-23",
      "fiscalQuarter": 4,
      "fiscalYear": 2020,
      "investingActivityOther": null,
      "investments": null,
      "netBorrowings": null,
      "netIncome": 13197898763,
      "otherFinancingCashFlows": null,
      "reportDate": "2020-10-27",
      "symbol": "AAPL",
      "totalInvestingCashFlows": -3480671359,
      "id": "CASH_FLOW",
      "key": "AAPL",
      "subkey": "quarterly",
      "date": 1612403165595,
      "updated": 1612403165595
    }
  ]
}

Data Weighting

1,000 per symbol per period

Data Timing

End of day

Data Schedule

Updates at 8am, 9am UTC daily

Data Source(s)

Copyright: Data provided by New Constructs, LLC © All rights reserved.

Notes

Examples

Query String Parameters

Option Details
period Optional.
• string. Allows you to specify annual or quarterly cash flow. Defaults to quarter. Values should be annual or quarter
last Optional.
• number. Specify the number of quarters or years to return. One quarter is returned by default. You can specify up to 12 quarters with quarter, or up to 4 years with annual.

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
reportDate string Date financials were reported.
filingType string Filing type
fiscalDate string The last day of the relevant fiscal period, formatted YYYY-MM-DD
fiscalQuarter number Associated fiscal quarter
fiscalYear number Associated fiscal year
currency string Currency code for reported financials.
netIncome number Represents income before extraordinary items and preferred and common dividends, but after operating and non-operating income and expenses, minority interest and equity in earnings.
depreciation number Depreciation represents the process of allocating the cost of a depreciable asset to the accounting periods covered during its expected useful life to a business. Depletion refers to cost allocation for natural resources such as oil and mineral deposits. Amortization relates to cost allocation for intangible assets such as patents and leasehold improvements, trademarks, book plates, tools & film costs. This item includes dry-hole expense, abandonments and oil and gas property valuation provision for extractive companies. This item excludes amortization of discounts or premiums on financial instruments owned or outstanding and depreciation on discontinued operations.
changesInReceivables number Returns null as of December 1, 2020. Represents the change in the amount of inventories from one year to the next as reported in the cash flow statement.
changesInInventories number Returns null as of December 1, 2020. Represents the change in the amount of inventories from one year to the next as reported in the cash flow statement.
cashChange number Returns null as of December 1, 2020. Represents the change in cash and short term investments from one year to the next. This item is available only when the Statement of Changes in Financial Position is based on cash and short term investments.
cashFlow number Returns net cash from operating activities for the period calculated as the sum of funds from operations, extraordinary items, and funds from other operating activities.
capitalExpenditures number Returns total capital expenditures for the period calculated as the sum of capital expenditures additions to fixed assets, and additions to other assets.
investments number Returns null as of December 1, 2020. Returns purchase/sale of investments for the period calculated as the sum of the negative of increase in investments, and decrease in investments
investingActivityOther number Returns null as of December 1, 2020. Represents any other funds employed in investing activities and not included in capital expenditures, net assets from acquisitions, increase in investments, decrease in investments or additions to property.
dividendsPaid number Returns null as of December 1, 2020. Represents the total common and preferred dividends paid to shareholders of the company. Excludes dividends paid to minority shareholders.
netBorrowings number Returns null as of December 1, 2020. Returns net issuance/reduction of debt for the period calculated as (increase/decrease in short term borrowings) + (long term borrowings - reduction in long term debt)
otherFinancingCashFlows number Returns null as of December 1, 2020. Returns other financing activities for the period.
cashFlowFinancing number Returns net cash from financing activities for the period.
exchangeRateEffect number Returns null as of December 1, 2020. Represents the effect of translating from one currency to another on the cash flow of the company.
symbol string Associated symbol or ticker
totalInvestingCashFlows number Returns net cash from investing activities for the period calculated as (Cash Flow from Investing Activity) - Net. If this is not available, then it is calculated as (Other Uses/(Sources) Investing) + (Disposal of fixed assets) + (decrease in investments) - (net assets from acquisitions) - (capital expenditures other assets) - (increase in investments) - (capital expenditures additions to fixed assets)
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.

Charts

Price charts can be built using the historical or intraday price endpoints

Company

HTTP request

GET /stock/{symbol}/company

JSON response

{
  "symbol": "AAPL",
  "companyName": "Apple Inc.",
  "exchange": "NASDAQ",
  "industry": "Telecommunications Equipment",
  "website": "http://www.apple.com",
  "description": "Apple, Inc. engages in the design, manufacture, and marketing of mobile communication, media devices, personal computers, and portable digital music players. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises of China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak on April 1, 1976 and is headquartered in Cupertino, CA.",
  "CEO": "Timothy Donald Cook",
  "securityName": "Apple Inc.",
  "issueType": "cs",
  "sector": "Electronic Technology",
  "primarySicCode": 3663,
  "employees": 132000,
  "tags": [
    "Electronic Technology",
    "Telecommunications Equipment"
  ],
  "address": "One Apple Park Way",
  "address2": null,
  "state": "CA",
  "city": "Cupertino",
  "zip": "95014-2083",
  "country": "US",
  "phone": "1.408.974.3123"
}

Data Weighting

1 per symbol

Data Timing

End of Day

Data Schedule

Updates at 4am and 5am UTC every day

Data Source(s)

IEX Cloud

Examples

Response Attributes

Key Type Description
symbol string Ticker of the company
companyName string Name of the company
employees number Number of employees
exchange string Refers to Exchange using IEX Supported Exchanges list
industry string Refers to the industry the company belongs to
website string Website of the company
description string Description for the company
CEO string Name of the CEO of the company
securityName string Name of the security
issueType string Refers to the common issue type of the stock.
ad - ADR
cs - Common Stock
cef - Closed End Fund
et - ETF
oef - Open Ended Fund
ps - Preferred Stock
rt - Right
struct - Structured Product
ut - Unit
wi - When Issued
wt - Warrant
empty - Other
sector string Refers to the sector the company belongs to.
primarySicCode string Primary SIC Code for the symbol (if available)
tags array An array of strings used to classify the company.
address string Street address of the company if available
address2 string Street address of the company if available
state string State of the company if available
city string City of the company if available
zip string Zip code of the company if available
country string Country of the company if available
phone string Phone number of the company if available

Delayed Quote

This returns the 15 minute delayed market quote.

HTTP request

GET /stock/{symbol}/delayed-quote

JSON response

{
  "symbol": "AAPL",
  "delayedPrice": 143.08,
  "delayedSize": 200,
  "delayedPriceTime": 1498762739791,
  "high": 143.90,
  "low": 142.26,
  "totalVolume": 33547893,
  "processedTime": 1498763640156
}

Data Weighting

1 per symbol per quote

Data Timing

15min delayed

Data Schedule

4:30am - 8pm ET M-F when market is open

Data Source(s)

IEX Cloud

Notes

Available Methods

GET /stock/{symbol}/delayed-quote

Examples

Query Parameters

Option Details
oddLot Optional.
• true or false. True returns latest 15 minute delayed odd Lot trade data

Response Attributes

Key Type Description
symbol string Refers to the stock ticker.
delayedPrice number Refers to the 15 minute delayed market price.
high number Refers to the 15 minute delayed high price.
low number Refers to the 15 minute delayed low price.
delayedSize number Refers to the 15 minute delayed last trade size.
delayedPriceTime number Refers to the time of the delayed market price.
totalVolume number Refers to the 15 minute delayed total volume.
processedTime number Refers to when IEX processed the SIP price.

Dividends (Basic)

Provides basic dividend data for US equities, ETFs, and Mutual Funds for the last 5 years. For 13+ years of history, comprehensive data, and international dividends, use the Advanced Dividends endpoint.

HTTP request

GET /stock/{symbol}/dividends/{range}

JSON response

[
    {
        "amount": 0.70919585493507512,
        "currency": "USD",
        "declaredDate": "2020-10-19",
        "description": "Ordinary Shares",
        "exDate": "2020-10-28",
        "flag": "Cash",
        "frequency": "quarterly",
        "paymentDate": "2020-11-06",
        "recordDate": "2020-10-28",
        "refid": 2096218,
        "symbol": "AAPL",
        "id": "DIVIDENDS",
        "key": "AAPL",
        "subkey": "2053393",
        "date": 1612392166191,
        "updated": 1612392166191
    },
    // { ... }
]

Data Weighting

10 per symbol per period returned

Data Timing

End of day

Data Schedule

Updated at 9am UTC every day

Data Source(s)

IEX Cloud

Notes

Dividends prior to last reported are only included with paid subscription plans

Available Methods

GET /stock/{symbol}/dividends/{range}

Examples

Path Parameters

Range Description Source
5y Five years Historical market data
2y Two years Historical market data
1y One year Historical market data
ytd Year-to-date Historical market data
6m Six months Historical market data
3m Three months Historical market data
1m One month (default) Historical market data
next The next upcoming dividend Historical market data

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
amount number Refers to the payment amount
currency string Currency of the dividend
declaredDate string Refers to the dividend declaration date
description string Description of the dividend event
exDate string Refers to the dividend ex-date
flag string The payment type.
Supported Values:
• Autocall
• Cash&Stock
• Cash
• DissenterRights
• Interest
• Maturity
• Rebate
• Stock
• Special
• ToBeAnnounced
• Blank
frequency string Frequency of the dividend
paymentDate string Refers to the payment date
recordDate string Refers to the dividend record date
symbol string Associated symbol or ticker
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.

Extended Hours Quote

Financials

Pulls income statement, balance sheet, and cash flow data from the most recent reported quarter.

HTTP request

GET /stock/{symbol}/financials/

JSON response

{
  "symbol": "AAPL",
  "financials": [
    {
      "EBITDA": 17719601200,
      "accountsPayable": 42998973564,
      "capitalSurplus": null,
      "cashChange": null,
      "cashFlow": 82243225634,
      "cashFlowFinancing": -90480740851,
      "changesInInventories": null,
      "changesInReceivables": null,
      "commonStock": 52683500776,
      "costOfRevenue": 41281698523,
      "currency": "USD",
      "currentAssets": 147408209562,
      "currentCash": 92433115477,
      "currentDebt": 14042702867,
      "currentLongTermDebt": null,
      "depreciation": 11091337897,
      "dividendsPaid": null,
      "ebit": 15229091974,
      "exchangeRateEffect": null,
      "filingType": "10-K",
      "fiscalDate": "2020-10-17",
      "fiscalQuarter": 4,
      "fiscalYear": 2020,
      "goodwill": 0,
      "grossProfit": 25476146025,
      "incomeTax": 2237447945,
      "intangibleAssets": 0,
      "interestIncome": 653431048,
      "inventory": 4110848973,
      "investingActivityOther": null,
      "investments": null,
      "longTermDebt": 90201000000,
      "longTermInvestments": 103250878098,
      "minorityInterest": 0,
      "netBorrowings": null,
      "netIncome": 13007112349,
      "netIncomeBasic": 13211528403,
      "netTangibleAssets": null,
      "operatingExpense": 51023064506,
      "operatingIncome": 14873382386,
      "operatingRevenue": null,
      "otherAssets": 43334740957,
      "otherCurrentAssets": 11337007423,
      "otherCurrentLiabilities": null,
      "otherIncomeExpenseNet": 45025988542,
      "otherLiabilities": null,
      "pretaxIncome": 15342982672,
      "propertyPlantEquipment": 37297136451,
      "receivables": 37549658022,
      "reportDate": "2020-10-18",
      "researchAndDevelopment": 5221387455,
      "retainedEarnings": 15481666532,
      "revenue": 64962762222,
      "sellingGeneralAndAdmin": 5160667378,
      "shareholderEquity": 65804482428,
      "shortTermDebt": 14085341819,
      "shortTermInvestments": null,
      "symbol": "AAPL",
      "totalAssets": 337635772114,
      "totalCash": 80433000000,
      "totalDebt": 112630000000,
      "totalInvestingCashFlows": -4319108499,
      "totalLiabilities": 260962428116,
      "totalRevenue": 65427328464,
      "treasuryStock": 0,
      "id": "FINANCIALS",
      "key": "AAPL",
      "subkey": "quarterly",
      "updated": 1671015835008
    }
  ]
}

Data Weighting

5000 per symbol per period

Data Timing

End of day

Data Schedule

Updates at 8am, 9am UTC daily

Data Source(s)

Copyright: Data provided by New Constructs, LLC © All rights reserved.

Notes

Examples

Query String Parameters

Option Details
period Optional.
• string. Allows you to specify annual or quarterly financials. Defaults to quarter. Values should be annual or quarter

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
EBITDA number Reported Earnings Before Interest, Tax, Depreciation and Amortization
accountsPayable number Accounts Payable
capitalSurplus number Returns null as of December 1, 2020.
cashChange number Returns null as of December 1, 2020. Cash in Cash from last period
cashFlow number Cash Flow from Operations
cashFlowFinancing number Cash Flow from Financing Activities
changesInInventories number Returns null as of December 1, 2020. Changes in Inventories
changesInReceivables number Returns null as of December 1, 2020. Changes in Receivables
commonStock number Common stock
costOfRevenue number Total Cost of Sales
currency string Reporting Currency
currentAssets number Total Current/Investment Assets (Unadjusted)
currentCash number Cash and Equivalents (Non-Operating)
currentDebt number Short-Term Debt
currentLongTermDebt number Short Term Debt and Investment Liabilities
depreciation number Depreciation and Amortization (Cash Flow)
dividendsPaid number Returns null as of December 1, 2020.
ebit number Reported earnings before interest and tax
exchangeRateEffect number Returns null as of December 1, 2020.
filingType string Filing type
fiscalDate string The last day of the relevant fiscal period, formatted YYYY-MM-DD
fiscalQuarter number Associated fiscal quarter
fiscalYear number Associated fiscal year
goodwill number Good Will Net
grossProfit number Gross Profit
incomeTax number Income Tax Provision
intangibleAssets number Other Intangibles
interestIncome number Reported Interest Expense/(Income), Net
inventory number Inventory
investingActivityOther number Returns null as of December 1, 2020.
investments number Returns null as of December 1, 2020.
longTermDebt number Long-Term Debt
longTermInvestments number Total Fixed Assets
minorityInterest number Minority Interests
netBorrowings number Net Borrowings
netIncome number GAAP Net Income
netIncomeBasic number GAAP Net Income
netTangibleAssets number Net Tangible Assets
operatingExpense number Total Expenses
operatingIncome number Operating Income (Revenues-Total Expenses)
operatingRevenue number Operating Revenue
otherAssets number Other Fixed Assets
otherCurrentAssets number Other Current or Investment Assets
otherCurrentLiabilities number Other Current Liabilities
otherIncomeExpenseNet number Other Operating Income
otherLiabilities number Other Long-term Liabilities
pretaxIncome number Pre-Tax Income
propertyPlantEquipment number Net Property, Plant, and Equipment
receivables number Accounts Receivable
reportDate string Date financials were reported.
researchAndDevelopment number Research and Development Expense
retainedEarnings number Retained Earnings
revenue number Total Revenue
sellingGeneralAndAdmin number Selling, General, and Administrative Expense
shareholderEquity number Selling, General, and Administrative Expense
shortTermDebt number Short-Term Debt
shortTermInvestments number Short Term Investments
symbol string Associated symbol or ticker
totalAssets number Total Assets (Unadjusted)
totalCash number Current and Operating Cash
totalDebt number Total Debt
totalInvestingCashFlows number Cash Flow from Investing Activities
totalLiabilities number Total Liabilities (including Minorities)
totalRevenue number Total Revenue
treasuryStock number Treasury Stock
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.

Financials As Reported

As reported financials are pulled directly from the raw SEC filings. Returns raw financial data reported in 10-K and 10-Q filings.
History available as far back as 2009.

HTTP request

GET /time-series/reported_financials/{symbol?}/{filing?}

JSON response

[
  {
    "id": "REPORTED_FINANCIALS",
    "source": "SEC",
    "key": "GOOGL",
    "subkey": "10-K",
    "date": 1549324800,
    "updated": 1560349214,
    "DecreaseInUnrecognizedTaxBenefitsIsReasonablyPossible": 600000000,
    "formFiscalYear": 2018,
    "version": "us-gaap",
    "periodStart": 1514764800000,
    "periodEnd": 1546214400000,
    "dateFiled": 1549324800000,
    "formFiscalQuarter": null,
    "reportLink": "",
    "OtherAccruedLiabilitiesCurrent": 7394000000,
    "OtherAssetsCurrent": 4236000000,
    "DeferredFederalStateAndLocalTaxExpenseBenefit": 907000000,
    "OtherAssetsNoncurrent": 2693000000,
    "DeferredForeignIncomeTaxExpenseBenefit": -134000000,
    "DeferredIncomeTaxAssetsNet": 737000000,
    "DeferredIncomeTaxesAndTaxCredits": 778000000,
    "DeferredIncomeTaxExpenseBenefit": 773000000,
    "DeferredIncomeTaxLiabilities": 3491000000,
    "DeferredIncomeTaxLiabilitiesNet": 1264000000,
    "OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentNetOfTax": -823000000,
    "OtherComprehensiveIncomeLossAvailableForSaleSecuritiesTax": -156000000,
    "OtherComprehensiveIncomeLossCashFlowHedgeGainLossAfterReclassificationAndTax": 388000000,
    "OtherComprehensiveIncomeLossCashFlowHedgeGainLossAfterReclassificationTax": 103000000,
    "OtherComprehensiveIncomeLossCashFlowHedgeGainLossBeforeReclassificationAfterTax": 290000000,
    "OtherComprehensiveIncomeLossCashFlowHedgeGainLossReclassificationAfterTax": -98000000,
    "DeferredTaxAssetsGross": 5781000000,
    "DeferredTaxAssetsLiabilitiesNet": 250000000,
    "DeferredTaxAssetsNet": 2964000000,
    "DeferredTaxAssetsOperatingLossCarryforwards": 557000000,
    "DeferredTaxAssetsOther": 251000000,
    "OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax": -781000000,
    "OtherComprehensiveIncomeLossNetOfTax": -1216000000,
    "OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent": -1314000000,
    "OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax": 911000000,
    "DeferredTaxAssetsTaxCreditCarryforwardsOther": 1979000000,
    "DeferredTaxAssetsTaxDeferredExpenseCompensationAndBenefitsEmployeeBenefits": 387000000,
    "DeferredTaxAssetsTaxDeferredExpenseCompensationAndBenefitsShareBasedCompensationCost": 291000000,
    "DeferredTaxAssetsTaxDeferredExpenseReservesAndAccrualsOther": 1062000000,
    "DeferredTaxAssetsValuationAllowance": 2817000000,
    "DeferredTaxLiabilities": 527000000,
    "DeferredTaxLiabilitiesGoodwillAndIntangibleAssetsIntangibleAssets": 229000000,
    "DeferredTaxLiabilitiesInvestments": 1143000000,
    "DeferredTaxLiabilitiesOther": 237000000,
    "DeferredTaxLiabilitiesPropertyPlantAndEquipment": 1382000000,
    "LossContingencyAccrualCarryingValueCurrent": 7754000000,
    "DefinedContributionPlanCostRecognized": 691000000,
    "InventoryNet": 1107000000,
    "EmployeeRelatedLiabilitiesCurrent": 6839000000,
    "LossContingencyLossInPeriod": 5071000000,
    "IncreaseDecreaseInIncomeTaxes": -2251000000,
    "ForeignCurrencyCashFlowHedgeGainLossToBeReclassifiedDuringNext12Months": 247000000,
    "AccountsPayableCurrent": 4378000000,
    "IncreaseDecreaseInOtherOperatingAssets": 1207000000,
    "OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax": 88000000,
    "EmployeeServiceShareBasedCompensationTaxBenefitFromCompensationExpense": 1500000000,
    "ForeignCurrencyTransactionGainLossBeforeTax": -80000000,
    "ForeignCurrencyTransactionLossBeforeTax": 195000000,
    "AccountsReceivableNetCurrent": 20838000000,
    "ContractWithCustomerLiabilityCurrent": 1784000000,
    "ContractWithCustomerLiabilityNoncurrent": 396000000,
    "ContractWithCustomerLiabilityRevenueRecognized": 1500000000,
    "Assets": 232792000000,
    "AssetsCurrent": 135676000000,
    "ImpairmentOfInvestments": 0,
    "IncomeLossFromContinuingOperationsBeforeIncomeTaxesDomestic": 15800000000,
    "IncomeLossFromContinuingOperationsBeforeIncomeTaxesForeign": 19100000000,
    "IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments": 34913000000,
    "IncomeTaxesPaidNet": 5671000000,
    "IncomeTaxesReceivable": 355000000,
    "IncomeTaxExpenseBenefit": 4177000000,
    "CommercialPaper": 0,
    "CommitmentsAndContingencies": 0,
    "MarketableSecuritiesCurrent": 92439000000,
    "CommonStockCapitalSharesReservedForFutureIssuance": 31848134,
    "MarketingAndAdvertisingExpense": 6400000000,
    "PreferredStockParOrStatedValuePerShare": 0.001,
    "PreferredStockSharesAuthorized": 100000000,
    "PreferredStockSharesIssued": 0,
    "PreferredStockSharesOutstanding": 0,
    "DerivativeAssetFairValueGrossLiability": 56000000,
    "DerivativeAssetFairValueOffsetAgainstCollateralNetOfNotSubjectToMasterNettingArrangementPolicyElection": 102000000,
    "AssetsNoncurrent": 97116000000,
    "CommonStockParOrStatedValuePerShare": 0.001,
    "CommonStockSharesAuthorized": 15000000000,
    "CommonStockSharesIssued": 695556000,
    "CommonStockSharesOutstanding": 695556000,
    "CommonStocksIncludingAdditionalPaidInCapital": 45049000000,
    "AccruedIncomeTaxesCurrent": 69000000,
    "AccruedIncomeTaxesNoncurrent": 11327000000,
    "AccruedLiabilitiesCurrent": 16958000000,
    "IncreaseDecreaseInAccountsPayable": 1067000000,
    "IncreaseDecreaseInAccountsReceivable": 2169000000,
    "IncreaseDecreaseInAccruedLiabilities": 8614000000,
    "ConvertiblePreferredStockNonredeemableOrRedeemableIssuerOptionValue": 0,
    "LongTermDebt": 4062000000,
    "LongTermDebtAndCapitalLeaseObligations": 4012000000,
    "ComprehensiveIncomeNetOfTax": 29520000000,
    "LongTermDebtFairValue": 3900000000,
    "LongTermDebtMaturitiesRepaymentsOfPrincipalAfterYearFive": 3039000000,
    "LongTermDebtMaturitiesRepaymentsOfPrincipalInNextTwelveMonths": 0,
    "NetCashProvidedByUsedInFinancingActivities": -13179000000,
    "NetCashProvidedByUsedInInvestingActivities": -28504000000,
    "NetCashProvidedByUsedInOperatingActivities": 47971000000,
    "DerivativeAssetNotOffsetPolicyElectionDeduction": 90000000,
    "DerivativeAssets": 513000000,
    "EntityPublicFloat": 680000000000,
    "NetIncomeLoss": 30736000000,
    "IncreaseDecreaseInCollateralHeldUnderSecuritiesLending": 0,
    "IncreaseDecreaseInContractWithCustomerLiability": 371000000,
    "DerivativeCollateralObligationToReturnCash": 307000000,
    "DerivativeCollateralObligationToReturnSecurities": 14000000,
    "DerivativeCollateralRightToReclaimCash": 0,
    "DerivativeCollateralRightToReclaimSecurities": 0,
    "AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment": 22788000000,
    "PaymentsForRepurchaseOfCommonStock": 9075000000,
    "LeaseAndRentalExpense": 1300000000,
    "LongTermDebtMaturitiesRepaymentsOfPrincipalInYearFive": 3000000,
    "LongTermDebtMaturitiesRepaymentsOfPrincipalInYearFour": 3000000,
    "LongTermDebtMaturitiesRepaymentsOfPrincipalInYearThree": 1003000000,
    "LongTermDebtMaturitiesRepaymentsOfPrincipalInYearTwo": 14000000,
    "LongTermDebtNoncurrent": 3950000000,
    "DerivativeFairValueOfDerivativeAsset": 569000000,
    "DerivativeFairValueOfDerivativeLiability": 289000000,
    "AvailableForSaleDebtSecuritiesAccumulatedGrossUnrealizedGainBeforeTax": 213000000,
    "AvailableForSaleDebtSecuritiesAccumulatedGrossUnrealizedLossBeforeTax": 1054000000,
    "AccumulatedOtherComprehensiveIncomeLossNetOfTax": -2306000000,
    "ProceedsFromCollectionOfNotesReceivable": 0,
    "ProceedsFromDebtNetOfIssuanceCosts": 6766000000,
    "IntangibleAssetsNetExcludingGoodwill": 2220000000,
    "UnrecognizedTaxBenefits": 4652000000,
    "UnrecognizedTaxBenefitsDecreasesResultingFromPriorPeriodTaxPositions": 623000000,
    "UnrecognizedTaxBenefitsDecreasesResultingFromSettlementsWithTaxingAuthorities": 191000000,
    "UnrecognizedTaxBenefitsIncomeTaxPenaltiesAndInterestAccrued": 490000000,
    "UnrecognizedTaxBenefitsIncreasesResultingFromCurrentPeriodTaxPositions": 449000000,
    "UnrecognizedTaxBenefitsIncreasesResultingFromPriorPeriodTaxPositions": 321000000,
    "AvailableForSaleSecuritiesDebtMaturitiesAfterFiveThroughTenYearsFairValue": 2236000000,
    "AvailableForSaleSecuritiesDebtMaturitiesAfterOneThroughFiveYearsFairValue": 54504000000,
    "AvailableForSaleSecuritiesDebtMaturitiesAfterTenYearsFairValue": 10808000000,
    "EquityMethodInvestments": 1300000000,
    "CapitalLeasedAssetsGross": 648000000,
    "CapitalLeaseObligationsNoncurrent": 62000000,
    "ProceedsFromMinorityShareholders": 950000000,
    "ProceedsFromPaymentsForSecuritiesPurchasedUnderAgreementsToResell": 0,
    "DerivativeLiabilities": 233000000,
    "DerivativeLiabilityFairValueGrossAsset": 56000000,
    "DerivativeLiabilityFairValueOffsetAgainstCollateralNetOfNotSubjectToMasterNettingArrangementPolicyElection": 143000000,
    "DerivativeLiabilityNotOffsetPolicyElectionDeduction": 90000000,
    "EquitySecuritiesFvNiGainLoss": 5460000000,
    "EquitySecuritiesFvNiRealizedGainLoss": 1458000000,
    "EquitySecuritiesFvNiUnrealizedGainLoss": 4002000000,
    "AvailableForSaleSecuritiesDebtMaturitiesWithinOneYearFairValue": 23669000000,
    "AvailableForSaleSecuritiesDebtSecurities": 91217000000,
    "ProceedsFromSaleAndMaturityOfMarketableSecurities": 48507000000,
    "ProceedsFromSaleAndMaturityOfOtherInvestments": 1752000000,
    "PaymentsToAcquireMarketableSecurities": 50158000000,
    "PaymentsToAcquireOtherInvestments": 2073000000,
    "PaymentsToAcquirePropertyPlantAndEquipment": 25139000000,
    "EquitySecuritiesWithoutReadilyDeterminableFairValueAmount": 12275000000,
    "EquitySecuritiesWithoutReadilyDeterminableFairValueDownwardPriceAdjustmentAnnualAmount": 178000000,
    "EquitySecuritiesWithoutReadilyDeterminableFairValueDownwardPriceAdjustmentCumulativeAmount": -178000000,
    "EquitySecuritiesWithoutReadilyDeterminableFairValueUpwardPriceAdjustmentAnnualAmount": 4285000000,
    "EquitySecuritiesWithoutReadilyDeterminableFairValueUpwardPriceAdjustmentCumulativeAmount": -4285000000,
    "CashAndCashEquivalentsAtCarryingValue": 16701000000,
    "CashAndCashEquivalentsFairValueDisclosure": 3493000000,
    "CashAndCashEquivalentsPeriodIncreaseDecrease": 5986000000,
    "CashCashEquivalentsAndShortTermInvestments": 109140000000,
    "PurchaseObligation": 7400000000,
    "AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue": 9353000000,
    "NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest": 659000000,
    "Liabilities": 55164000000,
    "LiabilitiesAndStockholdersEquity": 232792000000,
    "LiabilitiesCurrent": 34620000000,
    "ProceedsFromSaleOfPropertyPlantAndEquipment": 98000000,
    "InterestCostsCapitalized": 92000000,
    "InterestExpense": 114000000,
    "GeneralAndAdministrativeExpense": 8126000000,
    "PropertyPlantAndEquipmentGross": 82507000000,
    "PropertyPlantAndEquipmentNet": 59719000000,
    "AllocatedShareBasedCompensationExpense": 10000000000,
    "CostMethodInvestments": 4500000000,
    "CostMethodInvestmentsFairValueDisclosure": 8800000000,
    "InterestIncomeOther": 1878000000,
    "InterestPaidNet": 69000000,
    "SellingAndMarketingExpense": 16333000000,
    "Goodwill": 17888000000,
    "GoodwillAcquiredDuringPeriod": 1227000000,
    "AllowanceForDoubtfulAccountsReceivableCurrent": 729000000,
    "NonoperatingIncomeExpense": 8592000000,
    "StockholdersEquity": 177628000000,
    "GoodwillImpairmentLoss": 0,
    "GoodwillTransfers": 0,
    "GoodwillTranslationAndPurchaseAccountingAdjustments": -86000000,
    "FiniteLivedIntangibleAssetsAccumulatedAmortization": 3957000000,
    "FiniteLivedIntangibleAssetsAmortizationExpenseAfterYearFive": 182000000,
    "FiniteLivedIntangibleAssetsAmortizationExpenseNextTwelveMonths": 712000000,
    "FiniteLivedIntangibleAssetsAmortizationExpenseYearFive": 7000000,
    "FiniteLivedIntangibleAssetsAmortizationExpenseYearFour": 201000000,
    "FiniteLivedIntangibleAssetsAmortizationExpenseYearThree": 533000000,
    "FiniteLivedIntangibleAssetsAmortizationExpenseYearTwo": 585000000,
    "FiniteLivedIntangibleAssetsGross": 6177000000,
    "FiniteLivedIntangibleAssetsNet": 2220000000,
    "EarningsPerShareBasic": 44.22,
    "EarningsPerShareDiluted": 43.7,
    "RevenueFromContractWithCustomerExcludingAssessedTax": 136819000000,
    "OciBeforeReclassificationsNetOfTaxAttributableToParent": -527000000,
    "EffectiveIncomeTaxRateContinuingOperations": 0.12,
    "EffectiveIncomeTaxRateReconciliationAtFederalStatutoryIncomeTaxRate": 0.21,
    "EffectiveIncomeTaxRateReconciliationChangeInDeferredTaxAssetsValuationAllowance": -0.02,
    "EffectiveIncomeTaxRateReconciliationChangeInEnactedTaxRate": -0.012,
    "EffectiveIncomeTaxRateReconciliationForeignIncomeTaxRateDifferential": -0.049,
    "CostOfRevenue": 59549000000,
    "EffectiveIncomeTaxRateReconciliationNondeductibleExpenseShareBasedCompensationCost": 0.022,
    "EffectiveIncomeTaxRateReconciliationOtherAdjustments": 0.007,
    "EffectiveIncomeTaxRateReconciliationTaxCreditsResearch": 0.024,
    "RetainedEarningsAccumulatedDeficit": 134885000000,
    "CostsAndExpenses": 110498000000,
    "RepaymentsOfDebtAndCapitalLeaseObligations": 6827000000,
    "EffectOfExchangeRateOnCashAndCashEquivalents": -302000000,
    "CumulativeEffectOfNewAccountingPrincipleInPeriodOfAdoption": -697000000,
    "CurrentFederalStateAndLocalTaxExpenseBenefit": 2153000000,
    "OperatingIncomeLoss": 26321000000,
    "UnrecognizedTaxBenefitsThatWouldImpactEffectiveTaxRate": 2900000000,
    "StockIssuedDuringPeriodValueNewIssues": 148000000,
    "StockRepurchasedAndRetiredDuringPeriodValue": 9075000000,
    "CurrentForeignTaxExpenseBenefit": 1251000000,
    "CurrentIncomeTaxExpenseBenefit": 3404000000,
    "OperatingLeasesFutureMinimumPaymentsDue": 10102000000,
    "OperatingLeasesFutureMinimumPaymentsDueCurrent": 1319000000,
    "OperatingLeasesFutureMinimumPaymentsDueInFiveYears": 980000000,
    "OperatingLeasesFutureMinimumPaymentsDueInFourYears": 1153000000,
    "OperatingLeasesFutureMinimumPaymentsDueInThreeYears": 1337000000,
    "OperatingLeasesFutureMinimumPaymentsDueInTwoYears": 1397000000,
    "OperatingLeasesFutureMinimumPaymentsDueThereafter": 3916000000,
    "OperatingLeasesFutureMinimumPaymentsReceivable": 55000000,
    "OperatingLeasesFutureMinimumPaymentsReceivableCurrent": 16000000,
    "OperatingLeasesFutureMinimumPaymentsReceivableInFiveYears": 3000000,
    "OperatingLeasesFutureMinimumPaymentsReceivableInFourYears": 8000000,
    "OperatingLeasesFutureMinimumPaymentsReceivableInThreeYears": 10000000,
    "OperatingLeasesFutureMinimumPaymentsReceivableInTwoYears": 13000000,
    "OperatingLeasesFutureMinimumPaymentsReceivableThereafter": 5000000,
    "DebtAndEquitySecuritiesGainLoss": 6650000000,
    "VariableInterestEntityConsolidatedAssetsPledged": 2400000000,
    "VariableInterestEntityConsolidatedLiabilitiesNoRecourse": 909000000,
    "ResearchAndDevelopmentExpense": 21419000000,
    "DebtInstrumentUnamortizedDiscount": 50000000,
    "DebtSecuritiesAvailableForSaleRealizedLoss": 143000000,
    "DebtSecuritiesAvailableForSaleUnrealizedLossPosition": 71665000000,
    "DebtSecuritiesAvailableForSaleUnrealizedLossPositionAccumulatedLoss": 1054000000,
    "DebtSecuritiesAvailableForSaleContinuousUnrealizedLossPositionLessThan12MonthsAccumulatedLoss": 267000000,
    "DebtSecuritiesAvailableForSaleContinuousUnrealizedLossPositionLessThan12Months": 27724000000,
    "DebtSecuritiesAvailableForSaleContinuousUnrealizedLossPosition12MonthsOrLongerAccumulatedLoss": 787000000,
    "DebtSecuritiesAvailableForSaleContinuousUnrealizedLossPosition12MonthsOrLonger": 43941000000,
    "DebtSecuritiesAvailableForSaleRealizedGain": 1300000000,
    "DebtSecuritiesRealizedGainLoss": 1190000000,
    "ShareBasedCompensation": 9353000000,
    "TaxCreditCarryforwardAmount": 2400000000,
    "OtherLiabilitiesNoncurrent": 3545000000,
    "OtherLongTermInvestments": 13859000000,
    "OtherNoncashIncomeExpense": 189000000,
    "OtherNonoperatingIncomeExpense": 378000000,
    "ReclassificationFromAociCurrentPeriodNetOfTaxAttributableToParent": 813000000
  }
]

Data Weighting

5000 per filing per date returned

Data Timing

Quarterly

Data Source(s)

IEX Cloud SEC Filings

Notes

Available to paid plans only. Data may not be available back to 2009 for all symbols.

This is a time series endpoint, and supports all common time series features.

Available Methods

GET /time-series/reported_financials/{symbol?}/{filing?}

Examples

Path Parameters

Option Value Description
symbol A valid stock symbol
filing 10-K Annual report
10-Q Quarterly report

Fund Ownership

Returns the top 10 fund holders by default, meaning any firm not defined as buy-side or sell-side such as mutual funds, pension funds, endowments, investment firms, and other large entities that manage funds on behalf of others. Full ownership is available by using time series API.

HTTP request

GET /stock/{symbol}/fund-ownership

JSON response

[
  {
    "symbol": "AAPL",
    "id": "MUTUAL_FUND_HOLDERS",
    "adjHolding": 177998597,
    "adjMv": 20036225482,
    "entityProperName": "PARNASSUS INCOME FUNDS",
    "report_date": 1676849549242,
    "reportedHolding": 174277099,
    "reportedMv": 19808288329,
    "updated": 1615663857444
  },
  {
    "symbol": "AAPL",
    "id": "MUTUAL_FUND_HOLDERS",
    "adjHolding": 157069011,
    "adjMv": 13938361025,
    "entityProperName": "INVESCO QQQ TRUST",
    "report_date": 1607991008468,
    "reportedHolding": 39517849,
    "reportedMv": 14310176930,
    "updated": 1650595136026
  },
  // { ... }
]

Data Weighting

10000 per symbol per period

Data Timing

End of day

Data Schedule

Updates at 5am, 6am ET every day

Data Source(s)

IEX Cloud

Notes

Only included with paid subscription plans

Available Methods

GET /stock/{symbol}/fund-ownership

Examples

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
symbol string Associated symbol or ticker
adjHolding number Share amount held by the fund as of the report date, adjusted for corporate actions
adjMv number Total share amount multiplied by the latest month-end share price, adjusted for corporate actions in USD
entityProperName string Name of the entity
report_date number Refers to the update time of report_date as epoch timestamp
reportedHolding number Share amount held by the fund as reported in the source
reportedMv number Market value held by the fund as reported in the source, represented in USD.
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.

Historical Prices

Returns adjusted and unadjusted historical data for up to 15 years, and historical minute-by-minute intraday prices for the last 30 trailing calendar days. Useful for building charts.

Learn more about how to get historical prices using this endpoint in our help center.

HTTP request

GET /stock/{symbol}/chart/{range}/{date}

JSON response

// .../3m
[
    {
    "close": 116.59,
    "high": 117.49,
    "low": 116.22,
    "open": 116.57,
    "symbol": "AAPL",
    "volume": 46691331,
    "id": "HISTORICAL_PRICES",
    "key": "AAPL",
    "subkey": "",
    "date": "2020-11-27",
    "updated": 1606746790000,
    "changeOverTime": 0,
    "marketChangeOverTime": 0,
    "uOpen": 116.57,
    "uClose": 116.59,
    "uHigh": 117.49,
    "uLow": 116.22,
    "uVolume": 46691331,
    "fOpen": 116.57,
    "fClose": 116.59,
    "fHigh": 117.49,
    "fLow": 116.22,
    "fVolume": 46691331,
    "label": "Nov 27, 20",
    "change": 0,
    "changePercent": 0
  },
  // { ... }
]

Data Weighting

Adjusted + Unadjusted
10 per symbol per time interval returned (Excluding 1d)
Example: If you query for AAPL 5 day, it will return 5 days of prices for AAPL for a total of 50.

Adjusted close only
2 per symbol per time interval returned (Excluding 1d)
use chartCloseOnly param

NOTE: For minute-bar historical prices when a specific date is used in the range parameter, the weight is 50 credits
Example: If you query for AAPL minute-bar for 20190610, it will return 390 minutes of data at a cost of 50 credits.

Data Timing

End of Day

Data Schedule

Prior trading day adjusted data available after 4am ET Tue-Sat

Data Source(s)

IEX Cloud Investors Exchange

Notes

Access to Historical Prices from more than 5 years ago is only included with paid subscriptions

Available Methods

GET /stock/{symbol}/chart/{range}/{date}

Examples

Path Parameters

Option Description
symbol Valid symbol
range See below
Range Description Source
max All available data up to 15 years Historically adjusted market-wide data
5y Five years Historically adjusted market-wide data
2y Two years Historically adjusted market-wide data
1y One year Historically adjusted market-wide data
ytd Year-to-date Historically adjusted market-wide data
6m Six months Historically adjusted market-wide data
3m Three months Historically adjusted market-wide data
1m One month (default) Historically adjusted market-wide data
1mm One month Historically adjusted market-wide data in 30 minute intervals
5d Five Days Historically adjusted market-wide data by day.
5dm Five Days Historically adjusted market-wide data in 10 minute intervals
date Specific date If used with the query parameter chartByDay, then this returns historical OHLCV data for that date. Otherwise, it returns data by minute for a specified date, if available. Date format YYYYMMDD. Currently supporting trailing 30 calendar days of minute bar data.
dynamic One day Will return 1d or 1m data depending on the day or week and time of day. Intraday per minute data is only returned during market hours.

Query String Parameters

Option Details
chartCloseOnly Optional.
• boolean. Will return adjusted data only with keys date, close, and volume.
chartByDay Optional.
• boolean. Used only when range is date to return OHLCV data instead of minute bar data.
chartSimplify Optional.
• boolean. If true, runs a polyline simplification using the Douglas-Peucker algorithm. This is useful if plotting sparkline charts.
chartInterval Optional.
• number. If passed, chart data will return every Nth element as defined by chartInterval
changeFromClose Optional.
• boolean. If true, changeOverTime and marketChangeOverTime will be relative to previous day close instead of the first value.
chartLast Optional.
• number. If passed, chart data will return the last N elements from the time period defined by the range parameter
displayPercent Optional.
• If set to true, all percentage values will be multiplied by a factor of 100 (Ex: /stock/twtr/chart?displayPercent=true)
range Optional.
• string. Same format as the path parameter. This can be used for batch calls.
exactDate Optional.
• string. Formatted as YYYYMMDD. This can be used for batch calls when range is 1d or date.
sort Optional.
• string. Can be asc or desc to sort results by date. Defaults to desc
includeToday Optional.
• boolean. If true, current trading day data is appended

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
close number Adjusted data for historical dates. Split adjusted only.
high number Adjusted data for historical dates. Split adjusted only.
low number Adjusted data for historical dates. Split adjusted only.
open number Adjusted data for historical dates. Split adjusted only.
symbol string Associated symbol or ticker
volume number Adjusted data for historical dates. Split adjusted only.
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.
changeOverTime number Percent change of each interval relative to first value. Useful for comparing multiple stocks.
marketChangeOverTime number Percent change of each interval relative to first value. 15 minute delayed consolidated data.
uOpen number Unadjusted data for historical dates.
uClose number Unadjusted data for historical dates.
uHigh number Unadjusted data for historical dates.
uLow number Unadjusted data for historical dates.
uVolume number Unadjusted data for historical dates.
fOpen number Fully adjusted for historical dates.
fClose number Fully adjusted for historical dates.
fHigh number Fully adjusted for historical dates.
fLow number Fully adjusted for historical dates.
fVolume number Fully adjusted for historical dates.
label number A human readable format of the date depending on the range.
change number Change from previous trading day.
changePercent number Change percent from previous trading day.

Income Statement

Pulls income statement data. Available quarterly or annually with the default being the last available quarter. This data is currently only available for U.S. symbols.

HTTP request

GET /stock/{symbol}/income

JSON response

{
  "symbol": "AAPL",
  "income": [
    {
      "reportDate": "2020-10-21",
      "filingType": "10-K",
      "fiscalDate": "2020-09-13",
      "fiscalQuarter": 4,
      "fiscalYear": 2010,
      "currency": "USD",
      "totalRevenue": 62681000000,
      "costOfRevenue": 39086000000,
      "grossProfit": 23595000000,
      "researchAndDevelopment": 3750000000,
      "sellingGeneralAndAdmin": 4216000000,
      "operatingExpense": 47052000000,
      "operatingIncome": 15629000000,
      "otherIncomeExpenseNet": 792000000,
      "ebit": 15629000000,
      "interestIncome": 868000000,
      "pretaxIncome": 16421000000,
      "incomeTax": 2296000000,
      "minorityInterest": 0,
      "netIncome": 14125000000,
      "netIncomeBasic": 14125000000
    },
    // { ... }
  ]
}

Data Weighting

1,000 per symbol per period

Data Timing

End of day

Data Schedule

Updates at 8am, 9am UTC daily

Data Source(s)

Copyright: Data provided by New Constructs, LLC © All rights reserved.

Notes

Examples

Query String Parameters

Option Details
period Optional.
• string. Allows you to specify annual or quarterly income statement. Defaults to quarter. Values should be annual or quarter
last Optional.
• number. Specify the number of quarters or years to return. One quarter is returned by default. You can specify up to 12 quarters with quarter, or up to 4 years with annual.

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
reportDate string Date financials were reported.
filingType string Filing type
fiscalDate string The last day of the relevant fiscal period, formatted YYYY-MM-DD
fiscalQuarter number Associated fiscal quarter
fiscalYear number Associated fiscal year
currency string Currency code for reported financials.
totalRevenue number Refers to the sum of both operating and non-operating revenues . Investopedia
costOfRevenue number Represents the cost of goods sold for the period including depletion and amortization. Investopedia
grossProfit number Represents the difference between sales or revenues and cost of goods sold and depreciation. Investopedia
researchAndDevelopment number Represents all direct and indirect costs related to the creation and development of new processes, techniques, applications and products with commercial possibilities. Excludes customer or government sponsored research, purchase of mineral rights (for oil, gas, coal, drilling and mining companies), engineering expense, and contributions by government, customers, partnerships or other corporations to the company’s research and development expense
sellingGeneralAndAdmin number Represents expenses not directly attributable to the production process but relating to selling, general and administrative functions. Excludes research and development.
operatingExpense number Calculated as cost of revenue minus selling, general & administrative expense. Investopedia
operatingIncome number Represents operating income for the period calculated as (net sales or revenue) - (cost of goods sold) - (selling, general & administrative expenses) - (other operating expenses). This will only return for industrial companies.
otherIncomeExpenseNet number Calculated as income before tax minus operating income.
ebit number Represents operating income for the period calculated as (net sales or revenue) - (cost of goods sold) - (selling, general & administrative expenses) - (other operating expenses). This will only return for industrial companies. Investopedia
interestIncome number Represents interest expense, net of interest capitalized for the period calculated as (interest expense on debt) - (interest capitalized) Investopedia
pretaxIncome number Represents all income/loss before any federal, state or local taxes. Extraordinary items reported net of taxes are excluded.
incomeTax number Represents all income taxes levied on the income of a company by federal, state and foreign governments. Excludes domestic international sales corporation taxes, ad valorem taxes, excise taxes, windfall profit taxes, taxes other than income, and general and services taxes.
minorityInterest number Represents the portion of earnings/losses of a subsidiary pertaining to common stock not owned by the controlling company or other members of the consolidated group.
netIncome number Represents income before extraordinary items and preferred and common dividends, but after operating and non-operating income and expenses, minority interest and equity in earnings. Investopedia
netIncomeBasic number Represents net income available to common basic EPS before extraordinaries for the period calculated as (net income after preferred dividends) - (discontinued operations)
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.

Insider Roster

Returns the top 10 insiders, with the most recent information.

HTTP request

GET /stock/{symbol}/insider-roster

JSON response

[
    {
        entityName : "Random insider",
        position : 12345,
        reportDate : 1546387200000
    }
]

Data Weighting

5000 per symbol

Data Timing

End of day

Data Schedule

Updates at 5am, 6am ET every day

Data Source(s)

IEX Cloud

Notes

Only included with paid subscription plans

Available Methods

GET /stock/{symbol}/insider-roster

Examples

Response Attributes

Key Type Description
entityName string Name of the entity
reportDate number Refers to the update time of report_date in milliseconds since midnight Jan 1, 1970.
position number Number of shares held, adjusted for corporate actions

Insider Summary

Returns aggregated insiders summary data for the last 6 months.

HTTP request

GET /stock/{symbol}/insider-summary

JSON response

[
  {
    "fullName": "John Appleseed",
    "netTransacted": 1307282,
    "reportedTitle": "General Counsel",
    "symbol": "AAPL",
    "totalBought": 2433589,
    "totalSold": -1178724,
    "id": "INSIDER_SUMMARY",
    "key": "AAPL",
    "subkey": "335777",
    "updated": 1683414527684
  }
]

Data Weighting

5000 per symbol

Data Timing

End of day

Data Schedule

Updates at 5am, 6am ET every day

Data Source(s)

IEX Cloud

Notes

Only included with paid subscription plans

Available Methods

GET /stock/{symbol}/insider-summary

Examples

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
fullName string Full name of the individual. This field concatenates the individuals First Name, Middle Name, Last Name and Suffix.
netTransacted number As-reported (unadjusted) number of shares acquired or disposed
reportedTitle string Insiders job title per the sourced filing
totalBought number Total shares purchased
totalSold number Total shares sold
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.

Insider Transactions

Returns insider transactions.

HTTP request

GET /stock/{symbol}/insider-transactions

JSON response

[
  {
    "conversionOrExercisePrice": null,
    "directIndirect": "D",
    "effectiveDate": 1592507189879,
    "filingDate": "2020-02-04",
    "fullName": "WAGNER SUSAN",
    "is10b51": false,
    "postShares": 886126,
    "reportedTitle": null,
    "symbol": "AAPL",
    "transactionCode": "M",
    "transactionDate": "2020-02-01",
    "transactionPrice": null,
    "transactionShares": 1429,
    "transactionValue": null,
    "id": "INSIDER_TRANSACTIONS",
    "key": "AAPL",
    "subkey": "0000320193-20-000023",
    "date": 1592507189879,
    "updated": 1606805326000,
    "tranPrice": null,
    "tranShares": 1429,
    "tranValue": null
  },
  // { ... }
]

Data Weighting

50 per transaction

Data Timing

End of day

Data Schedule

Updates at UTC every day

Data Source(s)

IEX Cloud

Notes

Available Methods

GET /stock/{symbol}/insider-transactions

Examples

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
conversionOrExercisePrice number The conversion or exercise price of the transaction, if available
directIndirect letter (D)irect or (I)ndirect
effectiveDate number Effective date of the transaction.
filingDate string Date the transaction was filed with the SEC.
fullName string Full name of the individual. This field concatenates the individuals First Name, Middle Name, Last Name and Suffix.
is10b51 boolean Whether the transaction was executed under Rule 10b5-1. Rule 10b5-1 allows company insiders to make predetermined trades while following insider trading laws and avoiding insider trading accusations. Learn more.
postShares number The reported number of shares held after the transaction.
reportedTitle string Insiders job title per the sourced filing if available
symbol string Associated ticker or symbol
transactionCode letter Transaction Codes
transactionDate string Date the transaction was executed
transactionPrice number As-reported (unadjusted) unit price at which shares were acquired or disposed, represented in USD.
transactionShares number As-reported (unadjusted) number of shares acquired or disposedValue of the transaction, calculated as Tran_Shares * Tran_Price, represented in USD. This value is not adjusted for corporate actions.
transactionValue number Value of the transaction, calculated as Tran_Shares * Tran_Price, represented in USD. This value is not adjusted for corporate actions.
tranPrice number As-reported (unadjusted) unit price at which shares were acquired or disposed, represented in USD.
tranShares number As-reported (unadjusted) number of shares acquired or disposedValue of the transaction, calculated as Tran_Shares * Tran_Price, represented in USD. This value is not adjusted for corporate actions.
tranValue number Value of the transaction, calculated as Tran_Shares * Tran_Price, represented in USD. This value is not adjusted for corporate actions.
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.

Institutional Ownership

Returns the top 10 institutional holders by default, defined as buy-side or sell-side firms. Full ownership is available by using time series API.

HTTP request

GET /stock/{symbol}/institutional-ownership

JSON response

[
  {
    "symbol": "AAPL",
    "id": "0001104659-20-095098",
    "adjHolding": 1315961000,
    "adjMv": 120015645,
    "entityProperName": "VANGUARD GROUP INC",
    "reportDate": 1593475200000,
    "filingDate": "2020-06-30",
    "reportedHolding": 328990250,
    "date": 1606608000000,
    "updated": 1606622415000
  },
  // { ... }
]

Data Weighting

10000 per symbol per period

Data Timing

End of day

Data Schedule

Updates at 5am, 6am ET every day

Data Source(s)

IEX Cloud

Notes

Only included with paid subscription plans

Available Methods

GET /stock/{symbol}/institutional-ownership

Examples

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
adjHolding number Share amount held by the fund as of the report date, adjusted for corporate actions
adjMv number Total share amount multiplied by the latest month-end share price, adjusted for corporate actions in USD
entityProperName string Name of the entity
reportDate number Refers to the update time of report_date in milliseconds since midnight Jan 1, 1970.
reportedHolding number Share amount held by the institution as reported in the source
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.

Intraday Prices

This endpoint will return aggregated intraday prices in one-minute buckets for the current day. For historical intraday data, use our Historical Prices endpoint.

Learn more about how to get real-time stock prices using in our help center.

HTTP request

GET /stock/{symbol}/intraday-prices

JSON response

[
  {
    "date": "2017-12-15",
    "minute": "09:30",
    "label": "09:30 AM",
    "marketOpen": 143.98,
    "marketClose": 143.775,
    "marketHigh": 143.98,
    "marketLow": 143.775,
    "marketAverage": 143.889,
    "marketVolume": 3070,
    "marketNotional": 441740.275,
    "marketNumberOfTrades": 20,
    "marketChangeOverTime": -0.004,
    "high": 143.98,
    "low": 143.775,
    "open": 143.98,
    "close": 143.775,
    "average": 143.889,
    "volume": 3070,
    "notional": 441740.275,
    "numberOfTrades": 20,
    "changeOverTime": -0.0039,
  },
  // { ... }
]

Data Weighting

1 per symbol per time interval up to a max use of 50 credits
Example: If you query for twtr 1d at 11:00am, it will return 90 minutes of data for a total of 50.

IEX Only intraday minute bar
Free This will only return IEX data with keys minute, high, low, average, volume, notional, and numberOfTrades
Use the chartIEXOnly param

Data Timing

No delay for IEX data
15 minutes delayed for market data

Data Schedule

9:30-4pm ET Mon-Fri on regular market trading days
9:30-1pm ET on early close trading days

Data Source(s)

IEX Cloud Investors Exchange

Notes

All response attributes related to 15 minute delayed market-wide price data are only available to paid plans

Available Methods

GET /stock/{symbol}/intraday-prices

Examples

Path Parameters

Option Details
symbol Valid symbol

Query String Parameters

Option Details
chartIEXOnly Optional.
• boolean. Limits the return of intraday prices to IEX only data.
chartReset Optional.
• boolean. If true, chart will reset at midnight instead of the default behavior of 9:30am ET.
chartSimplify Optional.
• boolean. If true, runs a polyline simplification using the Douglas-Peucker algorithm. This is useful if plotting sparkline charts.
chartInterval Optional.
• number. If passed, chart data will return every Nth element as defined by chartInterval
changeFromClose Optional.
• boolean. If true, changeOverTime and marketChangeOverTime will be relative to previous day close instead of the first value.
chartLast Optional.
• number. If passed, chart data will return the last N elements
exactDate Optional.
• string. Formatted as YYYYMMDD. This can be used for batch calls when range is 1d or date. Currently supporting trailing 30 calendar days of minute bar data.
chartIEXWhenNull Optional.
• boolean. By default, all market prefixed fields are 15 minute delayed, meaning the most recent 15 objects will be null. If this parameter is passed as true, all market prefixed fields that are null will be populated with IEX data if available.

Response Attributes

Key Type Description
date string
minute string Formatted as HHmm
marketAverage number 15 minute delayed data. Average price during the minute across all markets. This represents data from all markets. If the value is null, then the market did not trade during the minute.
marketNotional number 15 minute delayed data. Total notional value during the minute for trades across all markets. This represents data from all markets. If the value is null, then the market did not trade during the minute.
marketNumberOfTrades number 15 minute delayed data. Number of trades during the minute across all markets. This represents data from all markets. If the value is null, then the market did not trade during the minute.
marketOpen number 15 minute delayed data. First price during the minute across all markets. This represents data from all markets. If the value is null, then the market did not trade during the minute.
marketClose number 15 minute delayed data. Last price during the minute across all markets. This represents data from all markets. If the value is null, then the market did not trade during the minute.
marketHigh number 15 minute delayed data. Highest price during the minute across all markets. This represents data from all markets. If the value is null, then the market did not trade during the minute.
marketLow number 15 minute delayed data. Lowest price during the minute across all markets. This represents data from all markets. If the value is null, then the market did not trade during the minute.
marketVolume number 15 minute delayed data. Total volume of trades during the minute across all markets. This represents data from all markets. If the value is null, then the market did not trade during the minute.
marketChangeOverTime number Percent change of each interval relative to first value. 15 minute delayed consolidated data.
simplifyFactor array Only when chartSimplify is true. The first element is the original number of points. Second element is how many remain after simplification.
changeOverTime number Percent change of each interval relative to first value. Useful for comparing multiple stocks.
label number A human readable format of the date depending on the range.
average number IEX only data. Average price during the minute for trades on IEX.
notional number IEX only data. Total notional value during the minute for trades on IEX.
numberOfTrades number IEX only data. Number of trades during the minute on IEX.
high number IEX only data. Highest price during the minute on IEX.
low number IEX only data. Lowest price during the minute on IEX.
volume number IEX only data. Total volume during the minute on IEX.
open number IEX only data. First price during the minute on IEX.
close number IEX only data. Last price during the minute on IEX.

Key Stats

HTTP request

GET /stock/{symbol}/stats/{stat?}

JSON response

{
  "companyName": "Apple Inc.",
  "marketcap": 760334287200,
  "week52high": 156.65,
  "week52low": 93.63,
  "week52highSplitAdjustOnly": null,
  "week52lowSplitAdjustOnly": null,
  "week52change": 58.801903,
  "sharesOutstanding": 5213840000,
  "float": null,
  "avg10Volume": 2774000,
  "avg30Volume": 12774000,
  "day200MovingAvg": 140.60541,
  "day50MovingAvg": 156.49678,
  "employees": 120000,
  "ttmEPS": 16.5,
  "ttmDividendRate": 2.25,
  "dividendYield": .021,
  "nextDividendDate": '2019-03-01',
  "exDividendDate": '2019-02-08',
  "nextEarningsDate": '2019-01-01',
  "peRatio": 14,
  "beta": 1.25,
  "maxChangePercent": 153.021,
  "year5ChangePercent": 0.5902546932200027,
  "year2ChangePercent": 0.3777449874142869,
  "year1ChangePercent": 0.39751716851558366,
  "ytdChangePercent": 0.36659492036160124,
  "month6ChangePercent": 0.12208398133748043,
  "month3ChangePercent": 0.08466584665846649,
  "month1ChangePercent": 0.009668596145283263,
  "day30ChangePercent": -0.002762605699968781,
  "day5ChangePercent": -0.005762605699968781
}

Data Weighting

5 per call per symbol for full stats
1 per call per symbol for single stat filter

Data Timing

End of day

Data Schedule

8am, 9am ET

Data Source(s)

IEX Cloud

Available Methods

GET /stock/{symbol}/stats/{stat?}

Examples

Path Parameter

Option Details
stat Optional.
• Case sensitive string matching the name of a single key to return one value. Ex: If you only want the next earnings date, you would call /stock/aapl/stats/nextEarningsDate

Response Attributes

Key Type Description
companyName string Company name of the security
marketcap number Market cap of the security calculated as shares outstanding * previous day close.
week52high number Highest fully adjusted price observed during trading hours over the past 52 calendar weeks
week52low number Lowest fully adjusted price observed during trading hours over the past 52 calendar weeks
week52highSplitAdjustOnly number Highest split adjusted price observed during trading hours over the past 52 calendar weeks
week52lowSplitAdjustOnly number Lowest split adjusted price observed during trading hours over the past 52 calendar weeks
week52change number Based on 52 calendar weeks
sharesOutstanding number Number of shares outstanding as the difference between issued shares and treasury shares. Investopedia
avg30Volume number Average 30 day volume based on calendar days
avg10Volume number Average 10 day volume based on calendar days
float Returns null as of December 1, 2020
employees number
ttmEPS number Trailing twelve month earnings per share. Investopedia
This property will continue to be available after December 1, 2020.
ttmDividendRate number Trailing twelve month dividend rate per share
dividendYield number The ratio of trailing twelve month dividend compared to the previous day close price. The dividend yield is represented as a percentage calculated as (ttmDividendRate) / (previous day close price) Investopedia
nextDividendDate string Expected ex date of the next dividend
exDividendDate string Ex date of the last dividend
nextEarningsDate string Expected next earnings report date.
Note: This key may be temporarily unavailable starting December 1, 2020 and return null. We plan to continue offering this datapoint as soon as possible and are actively in the process of securing a new provider.
peRatio number Price to earnings ratio calculated as (previous day close price) / (ttmEPS)
beta number Beta is a measure used in fundamental analysis to determine the volatility of an asset or portfolio in relation to the overall market. Levered beta calculated with 1 year historical data and compared to SPY.
day200MovingAvg number Based on calendar days
day50MovingAvg number Based on calendar days
maxChangePercent number Based on calendar days
year5ChangePercent number Based on calendar days
year2ChangePercent number Based on calendar days
year1ChangePercent number Based on calendar days
ytdChangePercent number Based on calendar days
month6ChangePercent number Based on calendar days
month3ChangePercent number Based on calendar days
month1ChangePercent number Based on calendar days
day30ChangePercent number Based on calendar days
day5ChangePercent number Based on calendar days

Largest Trades

This returns 15 minute delayed, last sale eligible trades.

HTTP request

GET /stock/{symbol}/largest-trades

JSON response

[
  {
    "price": 186.39,
    "size": 10000,
    "time": 1527090690175,
    "timeLabel": "11:51:30",
    "venue": "EDGX",
    "venueName": "Cboe EDGX"
  },
  ...
]

Data Weighting

1 per trade returned

Data Timing

15min delayed

Data Schedule

9:30-4pm ET M-F during regular market hours

Data Source(s)

Consolidated Tape

Notes

Only included with paid subscription plans

Available Methods

GET /stock/{symbol}/largest-trades

Examples

Response Attributes

Key Type Description
price number Refers to the price of the trade.
size number Refers to the number of shares of the trade.
time number Refers to the time of the trade.
timeLabel string formatted time string as HH:MM:SS
venue string Refers to the venue where the trade occurred. None refers to a TRF (off exchange) trade.
venueName string formatted venue name where the trade occurred.

This is a helper function, but the Google APIs url is standardized.

HTTP request

GET /stock/{symbol}/logo

JSON response

{
  "url": "https://storage.googleapis.com/iex/api/logos/AAPL.png"
}

Data Weighting

1 per logo

Data Timing

End of day

Data Schedule

8am UTC daily

Data Source(s)

Web

Available Methods

GET /stock/{symbol}/logo

Examples

Response Attributes

Key Type
url string

OHLC

Returns the official open and close for a give symbol. The official open is available as soon as 9:45am ET and the official close as soon as 4:15pm ET. Some stocks can report late open or close prices.

HTTP request

GET /stock/{symbol}/ohlc

JSON response

{
  "open": {
    "price": 154,
    "time": 1506605400394
  },
  "close": {
    "price": 153.28,
    "time": 1506605400394
  },
  "high": 154.80,
  "low": 153.25
}

Data Weighting

2 per symbol

Data Timing

15min delayed

Data Schedule

9:30am-5pm ET Mon-Fri

Data Source(s)

Consolidated Tape

Notes

Only available to paid plans.

Available Methods

GET /stock/{symbol}/ohlc

Examples

NOTE: /stock/market/ohlc currently only available to users approved to receive UTP data by IEX Cloud

Response Attributes

Key Type Description
open Object Refers to the official open
    price number Refers to the official open price. Will return 0 if symbol has no volume for the day.
    time number Refers to the official listing exchange time for the open in millisecond epoch
close Object Refers to the official close
    price number Refers to the official close price. Will return 0 if symbol has no volume for the day.
    time number Refers to the official listing exchange time for the close in millisecond epoch
high number Refers to the market-wide highest price from the SIP (15 minute delayed)
low number Refers to the market-wide lowest price from the SIP (15 minute delayed)

Open / Close Price

Refer to ohlc

Peer Groups

HTTP request

GET /stock/{symbol}/peers

JSON response

[
    "MSFT",
    "NOK",
    "IBM",
    "BBRY",
    "HPQ",
    "GOOGL",
    "XLK"
]

Data Weighting

500 per call

Data Timing

End of day

Data Schedule

8am UTC daily

Data Source(s)

IEX Cloud

Notes

Only included with paid subscription plans

Available Methods

GET /stock/{symbol}/peers

Examples

Response Attributes

An array of peer symbols.

Previous Day Price

This returns previous day adjusted price data for one or more stocks.

HTTP request

GET /stock/{symbol}/previous

JSON response

{
  "close": 116.59,
  "high": 117.49,
  "low": 116.22,
  "open": 116.57,
  "symbol": "AAPL",
  "volume": 46691331,
  "id": "HISTORICAL_PRICES",
  "key": "AAPL",
  "subkey": "",
  "date": "2020-11-27",
  "updated": 1606746790000,
  "changeOverTime": 0,
  "marketChangeOverTime": 0,
  "uOpen": 116.57,
  "uClose": 116.59,
  "uHigh": 117.49,
  "uLow": 116.22,
  "uVolume": 46691331,
  "fOpen": 116.57,
  "fClose": 116.59,
  "fHigh": 117.49,
  "fLow": 116.22,
  "fVolume": 46691331,
  "label": "Nov 27, 20",
  "change": 0,
  "changePercent": 0
},

Data Weighting

2 per symbol

Data Timing

End of day

Data Schedule

Available after 4am ET Tue-Sat

Data Source(s)

IEX Cloud

Available Methods

GET /stock/{symbol}/previous
GET /stock/market/previous

Examples

Response Attributes

Returns the same attributes as historical prices

Price Only

HTTP request

GET /stock/{symbol}/price

JSON response

143.28

Data Weighting

1 per call

Data Timing

Real-time 15min delayed End of day

Data Schedule

4:30am-8pm ET Mon-Fri

Data Source(s)

IEX Cloud Investors Exchange Consolidated Tape

Notes

Only included with paid subscription plans

Available Methods

GET /stock/{symbol}/price

Examples

Path Parameters

Option Details
symbol Valid symbol

Response Attributes

Returns a number. Refer to the latestPrice attribute in the quote endpoint for a description.

Quote

Learn more about how to get real-time stock prices with the Quote endpoint in our help center.

HTTP request

GET /stock/{symbol}/quote/{field}

SSE Real-time Streaming Example (paid plans only)

curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/stocksUS\?symbols\=spy\&token\=YOUR_TOKEN

JSON response

{
  "symbol": "BAC",
  "companyName": "Bank Of America Corp.",
  "primaryExchange": "NEW YORK STOCK EXCHANGE, INC.",
  "calculationPrice": "close",
  "open": 28.81,
  "openTime": 1607437801023,
  "openSource": "official",
  "close": 28.81,
  "closeTime": 1607461201852,
  "closeSource": "official",
  "high": 29.12,
  "highTime": 1607461198592,
  "highSource": "15 minute delayed price",
  "low": 27.68,
  "lowTime": 1607437803011,
  "lowSource": "15 minute delayed price",
  "latestPrice": 28.81,
  "latestSource": "Close",
  "latestTime": "December 8, 2020",
  "latestUpdate": 1607461201852,
  "latestVolume": 33820759,
  "iexRealtimePrice": 28.815,
  "iexRealtimeSize": 100,
  "iexLastUpdated": 1607461192396,
  "delayedPrice": 28.82,
  "delayedPriceTime": 1607461198592,
  "oddLotDelayedPrice": 28.82,
  "oddLotDelayedPriceTime": 1607461198391,
  "extendedPrice": 28.93,
  "extendedChange": 0.04,
  "extendedChangePercent": 0.00137,
  "extendedPriceTime": 1607471631362,
  "previousClose": 29.49,
  "previousVolume": 42197768,
  "change": -0.16,
  "changePercent": -0.0045,
  "volume": 33820759,
  "iexMarketPercent": 0.01709376134658947,
  "iexVolume": 578127,
  "avgTotalVolume": 60029202,
  "iexBidPrice": 0,
  "iexBidSize": 0,
  "iexAskPrice": 0,
  "iexAskSize": 0,
  "iexOpen": 28.815,
  "iexOpenTime": 1607461192355,
  "iexClose": 28.815,
  "iexCloseTime": 1607461192355,
  "marketCap": 2502673458439,
  "peRatio": 14.23,
  "week52High": 34.68,
  "week52Low": 17.50,
  "ytdChange": -0.1573975163337491,
  "lastTradeTime": 1607461198587,
  "isUSMarketOpen": false
}

Data Weighting

1 per quote called or streamed

Data Timing

Real-time 15min delayed End of day

Data Schedule

4:30am-8pm ET Mon-Fri

Data Source(s)

IEX Cloud Investors Exchange Consolidated Tape

Notes

Available Methods

GET /stock/{symbol}/quote
GET /stock/{symbol}/quote/{field}

Examples

Here is an example of how to pull the latest price of the stock as a number. This is a great way to get values into Excel.

Path Parameters

Option Details
field Optional.
• Case sensitive string matching a response attribute below. Specifying an attribute will return just the attribute value. This is useful for Excel Webservice calls.

Query String Parameters

Option Details
displayPercent Optional.
• If set to true, all percentage values will be multiplied by a factor of 100 (Ex: /stock/twtr/quote?displayPercent=true)

Response Attributes

Key Type Description
symbol string Refers to the stock ticker.
companyName string Refers to the company name.
primaryExchange string Refers to the primary listing exchange for the symbol.
calculationPrice string Refers to the source of the latest price.
Possible values are tops, sip, previousclose, close, or iexlasttrade. The iexlasttrade value indicates that the latest price is the price of the last trade on IEX rather than the SIP closing price. iexlasttrade is provided for Nasdaq-listed symbols between 4:00 p.m. and 8 p.m. E.T. if you do not have UTP authorization.
open number Refers to the official open price from the SIP. 15 minute delayed (can be null after 00:00 ET, before 9:45 and weekends)
openTime number Refers to the official listing exchange time for the open from the SIP. 15 minute delayed
openSource string Source of open if available
close number Refers to the 15-minute delayed official close price from the SIP. For Nasdaq-listed stocks, if you do not have UTP authorization, between 4:00 p.m. and 8 p.m. E.T. this field will return the price of the last trade on IEX rather than the SIP closing price.
closeTime number Refers to the official listing exchange time for the close from the SIP. 15 minute delayed
closeSource string Source of close if available
high number Refers to the market-wide highest price from the SIP. 15 minute delayed during normal market hours 9:30 - 16:00 (null before 9:45 and weekends).
highTime number Refers to time high was updated as epoch timestamp
highSource string This will represent a human readable description of the source of high.
Possible values are IEX real time price, 15 minute delayed price, Close or Previous close
low number Refers to the market-wide lowest price from the SIP. 15 minute delayed during normal market hours 9:30 - 16:00 (null before 9:45 and weekends).
lowTime number Refers to time low was updated as epoch timestamp
lowSource string This will represent a human readable description of the source of low.
Possible values are IEX real time price, 15 minute delayed price, Close or Previous close
latestPrice number Use this to get the latest price
Refers to the latest relevant price of the security which is derived from multiple sources. We first look for an IEX real time price. If an IEX real time price is older than 15 minutes, 15 minute delayed market price is used. If a 15 minute delayed price is not available, we will use the current day close price. If a current day close price is not available, we will use the last available closing price (listed below as previousClose)
IEX real time price represents trades on IEX only. Trades occur across over a dozen exchanges, so the last IEX price can be used to indicate the overall market price.
15 minute delayed prices are from all markets using the Consolidated Tape.
This will not included pre or post market prices.
latestSource string This will represent a human readable description of the source of latestPrice.
Possible values are IEX real time price, 15 minute delayed price, Close or Previous close
latestTime string Refers to a human readable time/date of when latestPrice was last updated. The format will vary based on latestSource is inteded to be displayed to a user. Use latestUpdate for machine readable timestamp.
latestUpdate number Refers to the machine readable epoch timestamp of when latestPrice was last updated. Represented in milliseconds since midnight Jan 1, 1970.
latestVolume number Use this to get the latest volume
Refers to the latest total market volume of the stock across all markets. This will be the most recent volume of the stock during trading hours, or it will be the total volume of the last available trading day.
iexRealtimePrice number Refers to the price of the last trade on IEX.
iexRealtimeSize number Refers to the size of the last trade on IEX.
iexLastUpdated number Refers to the last update time of iexRealtimePrice in milliseconds since midnight Jan 1, 1970 UTC or -1 or 0. If the value is -1 or 0, IEX has not quoted the symbol in the trading day.
delayedPrice number Refers to the 15 minute delayed market price from the SIP during normal market hours 9:30 - 16:00 ET.
delayedPriceTime number Refers to the last update time of the delayed market price during normal market hours 9:30 - 16:00 ET.
oddLotDelayedPrice number Refers to the 15 minute delayed odd Lot trade price from the SIP during normal market hours 9:30 - 16:00 ET.
oddLotDelayedPriceTime number Refers to the last update time of the odd Lot trade price during normal market hours 9:30 - 16:00 ET.
extendedPrice number Refers to the 15 minute delayed price outside normal market hours 0400 - 0930 ET and 1600 - 2000 ET. This provides pre market and post market price. This is purposefully separate from latestPrice so users can display the two prices separately.
extendedChange number Refers to the price change between extendedPrice and latestPrice.
extendedChangePercent number Refers to the price change percent between extendedPrice and latestPrice.
extendedPriceTime number Refers to the last update time of extendedPrice
previousClose number Refers to the previous trading day closing price.
previousVolume number Refers to the previous trading day volume.
change number Refers to the change in price between latestPrice and previousClose
changePercent number Refers to the percent change in price between latestPrice and previousClose. For example, a 5% change would be represented as 0.05. You can use the query string parameter displayPercent to return this field multiplied by 100. So, 5% change would be represented as 5.
volume number Total volume for the stock, but only updated after market open. To get premarket volume, use latestVolume
iexMarketPercent number Refers to IEX’s percentage of the market in the stock.
iexVolume number Refers to shares traded in the stock on IEX.
avgTotalVolume number Refers to the 30 day average volume.
iexBidPrice number Refers to the best bid price on IEX.
iexBidSize number Refers to amount of shares on the bid on IEX.
iexAskPrice number Refers to the best ask price on IEX.
iexAskSize number Refers to amount of shares on the ask on IEX.
iexOpen number Refers to the open price from IEX.
iexOpenTime number Refers to the listing exchange time for the open from IEX.
iexClose number Refers to the close price from IEX.
iexCloseTime number Refers to the listing exchange time for the close from IEX.
marketCap number is calculated in real time using latestPrice.
peRatio number Refers to the price-to-earnings ratio for the company.
week52High number Refers to the adjusted 52 week high.
week52Low number Refers to the adjusted 52 week low.
ytdChange number Refers to the price change percentage from start of year to previous close.
lastTradeTime number Epoch timestamp in milliseconds of the last market hours trade excluding the closing auction trade.
isUSMarketOpen boolean For US stocks, indicates if the market is in normal market hours. Will be false during extended hours trading.

Real-time Quote

SEC Filings

Use the Financials As Reported endpoint for raw SEC filings data.

Splits (Basic)

HTTP request

GET /stock/{symbol}/splits/{range}

JSON response

[
  {
    "declaredDate": "2017-08-01",
    "description": "7-for-1 split",
    "exDate": "2017-08-10",
    "fromFactor": 1,
    "ratio": 0.142857,
    "refid": 6910760,
    "symbol": "AAPL",
    "toFactor": 7,
    "id": "SPLITS",
    "key": "AAPL",
    "subkey": "6846210",
    "updated": 1609576419432
  },
  // { ... }
]

Data Weighting

10 per symbol per record

Data Timing

End of day

Data Schedule

Updated at 9am UTC every day

Data Source(s)

IEX Cloud

Notes

Splits prior to last reported are only included with paid subscription plans

Available Methods

GET /stock/{symbol}/splits
GET /stock/{symbol}/splits/{range}

Examples

Path Parameters

Range Description Source
5y Five years Historical market data
2y Two years Historical market data
1y One year Historical market data
ytd Year-to-date Historical market data
6m Six months Historical market data
3m Three months Historical market data
1m One month (default) Historical market data
next Next upcoming split Historical market data

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
exDate string Refers to the split ex-date
declaredDate string Refers to the split declaration date
ratio number Refers to the split ratio. The split ratio is an inverse of the number of shares that a holder of the stock would have after the split divided by the number of shares that the holder had before.
For example: Split ratio of .5 = 2 for 1 split.
toFactor string To factor of the split. Used to calculate the split ratio fromfactor/tofactor = ratio (eg ½ = 0.5)
fromFactor string From factor of the split. Used to calculate the split ratio fromfactor/tofactor = ratio (eg ½ = 0.5)
description string Description of the split event.
symbol string Associated symbol or ticker
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.

Technical Indicators

Technical indicators are available for any historical or intraday range. This endpoint calls the historical or intraday price endpoints for the given range, and the associated indicator for the price range.

HTTP request

GET /stock/{symbol}/indicator/{indicator-name}

JSON response

{
  "indicator": [
    [
      null,
      null,
      5974647,
      -11915723,
      // ...
    ]
  ],
  "chart": [
    {
      // chart keys
    },
    // ...
  ]
}

Data Weighting

50 per indicator value Plus weight of chart data returned as described in historical prices or intraday prices

Data Timing

On Demand

Data Schedule

On Demand

Data Source(s)

IEX Cloud

Notes

Only included with paid subscription plans

Examples

Query Parameters

All historical price and intraday price query parameters are supported. In addition, some technical indicators provide optional inputs which are listed in the table below. To use a custom input, pass in the numbered input query parameter to correspond with the option below.

Parameter Type Description
range string Required.
• This should match the range provided in historical prices
lastIndicator boolean Optional. Use this parameter to return only the last indicator value(s)
indicatorOnly boolean Optional. Use this parameter to return only indicator data and omit chart data. You will not be charged for chart data.
input1 number Optional.
input2 number Optional.
input3 number Optional.
input4 number Optional.

Indicators

Each indicator can be called by using the indicator name in the table. Some inidicators support optional inputs which can be specified with the query parameters in the table above.

Indicator Name Description Inputs Defaults Outputs
abs Vector Absolute Value abs
acos Vector Arccosine acos
ad Accumulation/Distribution Line ad
add Vector Addition add
adosc Accumulation/Distribution Oscillator short period,long period 2,5 adosc
adx Average Directional Movement Index period 5 dx
adxr Average Directional Movement Rating period 5 dx
ao Awesome Oscillator ao
apo Absolute Price Oscillator short period,long period 2,5 apo
aroon Aroon period 5 aroon_down,aroon_up
aroonosc Aroon Oscillator period 5 aroonosc
asin Vector Arcsine asin
atan Vector Arctangent atan
atr Average True Range period 5 atr
avgprice Average Price avgprice
bbands Bollinger Bands period,stddev 20,2 bbands_lower,bbands_middle,bbands_upper
bop Balance of Power
cci Commodity Channel Index period 5 cci
ceil Vector Ceiling ceil
cmo Chande Momentum Oscillator period 5 cmo
cos Vector Cosine cos
cosh Vector Hyperbolic Cosine cosh
crossany Crossany crossany
crossover Crossover crossover
cvi Chaikins Volatility period 5 cvi
decay Linear Decay period 5 decay
dema Double Exponential Moving Average period 5 dema
di Directional Indicator period 5 plus_di,minus_di
div Vector Division div
dm Directional Movement period 5 plus_dm,minus_dm
dpo Detrended Price Oscillator period 5 dpo
dx Directional Movement Index period 5 dx
edecay Exponential Decay period 5 edecay
ema Exponential Moving Average period 5 ema
emv Ease of Movement emv
exp Vector Exponential exp
fisher Fisher Transform period 5 fisher,fisher_signal
floor Vector Floor floor
fosc Forecast Oscillator period 5 fosc
hma Hull Moving Average period 5 hma
kama Kaufman Adaptive Moving Average period 5 kama
kvo Klinger Volume Oscillator short period,long period 2,5 kvo
lag Lag period 5 lag
linreg Linear Regression period 5 linreg
linregintercept Linear Regression Intercept period 5 linregintercept
linregslope Linear Regression Slope period 5 linregslope
ln Vector Natural Log ln
log10 Vector Base-10 Log log10
macd Moving Average Convergence/Divergence short period,long period,signal period 12,26,9 macd,macd_signal,macd_histogram
marketfi Market Facilitation Index marketfi
mass Mass Index period 5 mass
max Maximum In Period period 5 max
md Mean Deviation Over Period period 5 md
medprice Median Price medprice
mfi Money Flow Index period 5 mfi
min Minimum In Period period 5 min
mom Momentum period 5 mom
msw Mesa Sine Wave period 5 msw_sine,msw_lead
mul Vector Multiplication mul
natr Normalized Average True Range period 5 natr
nvi Negative Volume Index nvi
obv On Balance Volume obv
ppo Percentage Price Oscillator short period,long period 2,5 ppo
psar Parabolic SAR acceleration factor step,acceleration factor maximum .2,2 psar
pvi Positive Volume Index pvi
qstick Qstick period 5 qstick
roc Rate of Change period 5 roc
rocr Rate of Change Ratio period 5 rocr
round Vector Round round
rsi Relative Strength Index period 5 rsi
sin Vector Sine sin
sinh Vector Hyperbolic Sine sinh
sma Simple Moving Average period 5 sma
sqrt Vector Square Root sqrt
stddev Standard Deviation Over Period period 5 stddev
stderr Standard Error Over Period period 5 stderr
stoch Stochastic Oscillator %k period,%k slowing period,%d period 5,3,3 stoch_k,stoch_d
stochrsi Stochastic RSI period 5 stochrsi
sub Vector Subtraction sub
sum Sum Over Period period 5 sum
tan Vector Tangent tan
tanh Vector Hyperbolic Tangent tanh
tema Triple Exponential Moving Average period 5 tema
todeg Vector Degree Conversion degrees
torad Vector Radian Conversion radians
tr True Range tr
trima Triangular Moving Average period 5 trima
trix Trix period 5 trix
trunc Vector Truncate trunc
tsf Time Series Forecast period 5 tsf
typprice Typical Price typprice
ultosc Ultimate Oscillator short period,medium period,long period 2,3,5 ultosc
var Variance Over Period period 5 var
vhf Vertical Horizontal Filter period 5 vhf
vidya Variable Index Dynamic Average short period,long period,alpha 2,5,.2 vidya
volatility Annualized Historical Volatility period 5 volatility
vosc Volume Oscillator short period,long period 2,5 vosc
vwma Volume Weighted Moving Average period 5 vwma
wad Williams Accumulation/Distribution wad
wcprice Weighted Close Price wcprice
wilders Wilders Smoothing period 5 wilders
willr Williams %R period
wma Weighted Moving Average period 5 wma
zlema Zero-Lag Exponential Moving Average period 5 zlema

Response Attributes

Key Type Description
indicator array An array of arrays is returned. Some indicators return multiple outputs which are described in the above table. The first array contains each output. The second array contains the values of the indicator output. Note The number of values may be less than the number of chart items returned for most indicators.
chart array Returns the associated chart object as defined in historical prices or intraday prices

Volume by Venue

This returns 15 minute delayed and 30 day average consolidated volume percentage of a stock, by market. This call will always return 13 values, and will be sorted in ascending order by current day trading volume percentage.

HTTP request

GET /stock/{symbol}/volume-by-venue

JSON response

[
  {
    "volume": 289791,
    "venue": "IEXG",
    "venueName": "IEX",
    "date": "2017-09-19",
    "marketPercent": 0.014105441890783691,
  },
  // { ... }
]

Data Weighting

20 per call

Data Timing

15 min delayed

Data Schedule

Updated during regular market hours 9:30am-4pm ET

Data Source(s)

Consolidated Tape Investors Exchange

Examples

Response Attributes

Key Type Description
volume number Refers to the current day, 15 minute delayed volume
venue string Refers to the Market Identifier Code (MIC)
venueName string Refers to a readable version of the venue defined by IEX
date string Refers to the date the data was last updated in the format YYYY-MM-DD
marketPercent number Refers to the 15 minute delayed percent of total stock volume traded by the venue

Corporate Actions

Bonus Issue

Obtain up-to-date and detailed information on all new announcements, as well as 12+ years of historical records.

HTTP request

GET /time-series/advanced_bonus/{symbol?}/{refid?}

JSON response

[
  {
    "symbol": "BVHMF",
    "exDate": "2020-01-03",
    "recordDate": "2020-01-02",
    "paymentDate": "2020-01-03",
    "fromFactor": 1,
    "toFactor": 0.03819,
    "ratio": 26.184865147944485,
    "description": "Ordinary Shares",
    "flag": "Stock",
    "securityType": "Equity Shares",
    "resultSecurityType": "Equity Shares",
    "notes": "(As on 10/09/2019) CAB<BR><BR>SITUATION:      BONUS ISSUE <BR>",
    "figi": "BBG000FZ8989",
    "lastUpdated": "2019-11-08",
    "currency": "",
    "countryCode": "US",
    "parValue": 0.5,
    "parValueCurrency": "GBP",
    "lapsedPremium": 0,
    "refid": "5951486",
    "created": "2019-09-11",
    "id": "ADVANCED_BONUS",
    "source": "IEX Cloud",
    "key": "BVHMF",
    "subkey": "5951486",
    "date": 1578009600000,
    "updated": 1574690010000
  },
  // { ... }
]

Data Weighting

75,000 per item returned

Data Timing

End of day

Data Schedule

Updated at 5am, 10am, 8pm UTC daily

Data Source(s)

IEX Cloud

Notes

Only available to paid plans.

Available Methods

GET /time-series/advanced_bonus/{symbol?}/{refid?}

Examples

Path Parameters

Range Type Description
symbol string Optional.
• Symbol name.
refid string Optional.
• Id that matches the refid field returned in the response object. This allows you to pull a specific event for a symbol.

Response Attributes

Key Type Description
symbol string Symbol of the security
exDate string The date that determines which shareholders will be entitled to receive the issue, formatted as YYYY-MM-DD
recordDate string When the company examines its current list of shareholders to determine who will receive the issue. Only those who are registered as shareholders in the company’s books as of the record date will be entitled to receive the issue, formatted as YYYY-MM-DD
paymentDate string The date when the dividend is actually paid to eligible shareholders, formatted as YYYY-MM-DD
fromFactor number Number of starting shares
toFactor number Number of ending shares
ratio number fromFactor divided by toFactor
description string Security description.
flag string The payment type.
Supported values
• Autocall
• Cash&Stock
• Cash
• DissenterRights
• Interest
• Maturity
• Rebate
• Stock
• Special
• ToBeAnnounced
• Blank
securityType string Type of security.
Supported values
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
resultSecurityType string Type of security.
Supported values
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
notes string Long description
figi string OpenFIGI id for the symbol
lastUpdated string Date the record was last changed, formatted as YYYY-MM-DD
currency string ISO currency code for the amount
countryCode string Refers to the country code for the symbol using ISO 3166-1 alpha-2
parValue number Par value is the face value of a bond. Par value is important for a bond or fixed-income instrument because it determines its maturity value as well as the dollar value of coupon payments. Par value for a share refers to the stock value stated in the corporate charter.
parValueCurrency string ISO currency code for parValue
lapsedPremium number
refid string Unique id representing the record
created string Date the record was created, formatted as YYYY-MM-DD

Distribution

Obtain up-to-date and detailed information on all new announcements, as well as 12+ years of historical records.

HTTP request

GET /time-series/advanced_distribution/{symbol?}/{refid?}

JSON response

[
  {
    "symbol": "KERRF",
    "exDate": "2019-11-26",
    "recordDate": "2019-11-19",
    "paymentDate": "2019-11-29",
    "withdrawalFromDate": null,
    "withdrawalToDate": null,
    "electionDate": null,
    "fromFactor": 3.451963,
    "toFactor": 1,
    "ratio": 3.451963,
    "minPrice": 0,
    "maxPrice": 0,
    "description": "Ordinary Shares",
    "flag": "Stock",
    "securityType": "Equity Shares",
    "hasWithdrawalRights": 1,
    "notes": "(As on 09/10/2019) CAB<BR>SITUATION:      CAPITAL REDUCTION AND DEMERGER <BR>",
    "figi": "BBG00N70C5N1",
    "lastUpdated": "2019-11-21",
    "countryCode": "US",
    "parValue": 0.0001,
    "parValueCurrency": "GBP",
    "refid": "6008685",
    "created": "2019-10-09",
    "id": "ADVANCED_DISTRIBUTION",
    "source": "IEX Cloud",
    "key": "KERRF",
    "subkey": "6008685",
    "date": 1574726400000,
    "updated": 1574691580000
  }
]

Data Weighting

75,000 per item returned

Data Timing

End of day

Data Schedule

Updated at 5am, 10am, 8pm UTC daily

Data Source(s)

IEX Cloud

Notes

Only available to paid plans.

Available Methods

GET /time-series/advanced_distribution/{symbol?}/{refid?}

Examples

Path Parameters

Range Type Description
symbol String Optional.
• Symbol name.
refid String Optional.
• Id that matches the refid field returned in the response object. This allows you to pull a specific event for a symbol.

Response Attributes

Key Type Description
symbol string Symbol of the security
exDate string The date that determines which shareholders will be entitled to receive the issue, formatted as YYYY-MM-DD
recordDate string When the company examines its current list of shareholders to determine who will receive the issue. Only those who are registered as shareholders in the company’s books as of the record date will be entitled to receive the issue, formatted as YYYY-MM-DD
paymentDate string The date paid to eligible shareholders, formatted as YYYY-MM-DD
announceDate string This is the date on which the company announces a future issue, formatted as YYYY-MM-DD
withdrawalFromDate string Formatted as YYYY-MM-DD
withdrawalToDate string Formatted as YYYY-MM-DD
electionDate string Formatted as YYYY-MM-DD
fromFactor number Number of starting shares
toFactor number Number of ending shares
ratio number fromFactor divided by toFactor
minPrice number Minimum price
maxPrice number Maximum price
description string Security description.
flag string The payment type.
Supported Values
• Autocall
• Cash&Stock
• Cash
• DissenterRights
• Interest
• Maturity
• Rebate
• Stock
• Special
• ToBeAnnounced
• Blank
securityType string Type of security.
Supported Values
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
hasWithdrawalRights boolean If has withdrawal rights
notes string Long description
figi string OpenFIGI id for the symbol
lastUpdated string Date the record was last changed, formatted as YYYY-MM-DD
countryCode string Refers to the country code for the symbol using ISO 3166-1 alpha-2
parValue number Par value is the face value of a bond. Par value is important for a bond or fixed-income instrument because it determines its maturity value as well as the dollar value of coupon payments. Par value for a share refers to the stock value stated in the corporate charter.
parValueCurrency string ISO currency code for parValue
refid string Unique id representing the record
created string Date the record was created, formatted as YYYY-MM-DD

Dividends

Obtain up-to-date and detailed information on all new dividend announcements, as well as 12+ years of historical dividend records. This endpoint covers over 39,000 US equities, international dividends, mutual funds, ADRs, and ETFs.

You’ll be provided with:


HTTP request

GET /time-series/advanced_dividends/{symbol?}/{refid?}

JSON response

[
  {
    "symbol": "ASML",
    "exDate": "2019-11-04",
    "recordDate": "2019-11-05",
    "paymentDate": "2019-11-15",
    "announceDate": "2019-10-16",
    "currency": "USD",
    "frequency": "semi-annual",
    "amount": "1.1697",
    "description": "New York Shares",
    "flag": "Cash",
    "securityType": "Depository Receipts",
    "notes": "(As on 04/11/2019) USDRJPM<BR>Security Name: ASML HOLDING NV (ASML US) - ADR - Final Announcement<BR>CUSIP: N07059210<BR>DR Record Date:November 05, 2019<BR>DR Payment/Value Date:November 15, 2019<BR>Foreign Payment Date:November 15, 2019<BR>Euro per foreign share 1.05<BR>DR Ratio 1 : 1<BR>Euro per DR 1.05<BR>Foreign Exchange Date<BR>Final Foreign Exchange Rate: 1.114<BR>Inclusive of a fee of 0.0000000<BR>All amounts are in USD<BR>Withholding Tax Rate 15%<BR>Rate per DR 1.1697000<BR>Withholding Amount 0.1754550<BR>Dividend Fee 0.0000000<BR>DSC 0.0000000<BR>Final Dividend Rate per DR 0.9942450<BR><BR>(As on 04/11/2019)USDIVINVEST <BR>Symbol ASML<BR>New.Amount 0.9942<BR>Exchange NASDAQ<BR>Div.DecDate 00-00-0000<BR>Div.ExDate 11/04/2019<BR>Div.RecDate 11/05/2019<BR>Div.PayDate 11-15-2019<BR><BR>(As on 01/11/2019)DEDIVS<BR>Ex date :04/11/2019<BR><BR>(As on 16/10/2019 ) USDRJPM_APPX<BR>Security Name: ASML HOLDING NV (ASML US) - ADR - Initial Announcement<BR>CUSIP: N07059210<BR>DR Record Date:November 05, 2019<BR>DR Payment/Value Date: November 15, 2019<BR>Foreign Exchange Date: 10/15/2019<BR>F X Conversion Rate :1.1034<BR>All amounts are in USD:<BR>Withholding Tax Rate 15%<BR>Rate per DR 1.1585700<BR>Withholding Amount 0.1737855<BR>Dividend Fee 0.0000000<BR>DSC 0.0000000<BR>Approximate Dividend Rate per DR 0.9847845<BR><BR>(As on 16/10/2019)USDIVINVEST<BR>Symbol ASML<BR>New.Amount 0.9848<BR>Exchange NASDAQ<BR>Div.DecDate 00-00-0000<BR>Div.ExDate 11/04/2019<BR>Div.RecDate 11/05/2019<BR>Div.PayDate 11-15-2019<BR>",
    "figi": "BBG000K6MRN4",
    "lastUpdated": "2019-11-05",
    "countryCode": "US",
    "parValue": "",
    "parValueCurrency": "USD",
    "netAmount": "0.994245",
    "grossAmount": "1.1697",
    "marker": "Interim",
    "taxRate": "15",
    "fromFactor": "",
    "toFactor": "",
    "adrFee": "",
    "coupon": "",
    "declaredCurrencyCD": "",
    "declaredGrossAmount": "",
    "isNetInvestmentIncome": 1,
    "isDAP": 1,
    "isApproximate": 1,
    "fxDate": "2019-11-15",
    "secondPaymentDate": null,
    "secondExDate": null,
    "fiscalYearEndDate": "2019-12-31",
    "periodEndDate": "2019-06-30",
    "optionalElectionDate": null,
    "toDate": null,
    "registrationDate": null,
    "installmentPayDate": null,
    "declaredDate": "2019-10-16",
    "refid": "1691530",
    "created": "2019-10-17",
    "id": "ADVANCED_DIVIDENDS",
    "source": "IEX Cloud",
    "key": "US",
    "subkey": "ASML",
    "date": 1572825600000,
    "updated": 1573134765000
  },
  // { ... }
]

Data Weighting

75,000 per dividend returned

Data Timing

End of day

Data Schedule

Updated at 5am, 10am, 8pm UTC daily

Data Source(s)

IEX Cloud

Notes

Only available to paid plans.

Available Methods

GET /time-series/advanced_dividends/{symbol?}/{refid?}

Examples

Path Parameters

Range Type Description
symbol String Optional.
• Symbol name.
refid String Optional.
• Id that matches the refid field returned in the response object. This allows you to pull a specific dividend for a symbol.

Response Attributes

Key Type Description
symbol string Symbol of the security
exDate string The date that determines which shareholders will be entitled to receive the dividend. Typically, the ex-dividend date is set two business days before the record date. Only those shareholders who owned their shares at least two full business days before the record date will be entitled to receive the dividend, formatted as YYYY-MM-DD
recordDate string When the company examines its current list of shareholders to determine who will receive dividends. Only those who are registered as shareholders in the company’s books as of the record date will be entitled to receive dividends, formatted as YYYY-MM-DD
paymentDate string The date when the dividend is actually paid to eligible shareholders, formatted as YYYY-MM-DD
announceDate string This is the date on which the company announces that it will be issuing a dividend in the future, formatted as YYYY-MM-DD
currency string ISO currency code for the amount
frequency string How often the dividend is paid.
Supported Values:
• Every 35 Days
• Annual
• BiMonthly
• Daily
• Final
• Interim
• Interest on Maturity
• Interest on Trigger
• Irregular
• Monthly
• Quarterly
• Semi-Annual
• Trimesterly
• Unspecified
• Weekly
• Blank
amount number Dividend rate. The amount paid.
description string Security description.
flag string The payment type.
Supported Values:
• Autocall
• Cash&Stock
• Cash
• DissenterRights
• Interest
• Maturity
• Rebate
• Stock
• Special
• ToBeAnnounced
• Blank
securityType string Type of security.
Supported Values:
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
notes string Long description
figi string OpenFIGI id for the symbol
lastUpdated string Date the dividend record was last changed, formatted as YYYY-MM-DD
countryCode string Refers to the country code for the symbol using ISO 3166-1 alpha-2
parValue number Par value is the face value of a bond. Par value is important for a bond or fixed-income instrument because it determines its maturity value as well as the dollar value of coupon payments. Par value for a share refers to the stock value stated in the corporate charter.
parValueCurrency string ISO currency code for parValue
netAmount number Net amount is the dividend return after tax
grossAmount number Gross amount is the dividend return on a stock before any expenses, taxes or deductions are taken into account
marker string Supported Values:
• Annual
• Arrears
• Capital Gain
• Capital Gain Long Term
• Capital Gain Short Term
• Final
• Installment
• Interim
• Interest on Capital
• Memorial
• Regular
• Special
• Supplementary
• Unspecified
taxRate number The percent tax rate. Example: 15% tax rate is represented as “15”
fromFactor number Number of starting shares
toFactor number Number of ending shares
adrFee number ADR custody fee amount
coupon number The coupon payment or interest rate paid
declaredCurrencyCD string ISO currency code for certificate of deposit
declaredGrossAmount number Declared gross amount
isNetInvestmentIncome boolean Net investment income (NII) is income received from investment assets (before taxes) such as bonds, stocks, mutual funds, loans and other investments (less related expenses). The individual tax rate on net investment income depends on whether it is interest income, dividend income or capital gains. Investopedia
isDAP boolean Dividend Advantage Portfolio, a unit investment trust.
isApproximate boolean Is approximate
fxDate string Date used for the FX rate, formatted as YYYY-MM-DD
secondPaymentDate string Second payment date, formatted as YYYY-MM-DD
secondExDate string Second ex date, formatted as YYYY-MM-DD
fiscalYearEndDate string Fiscal year end date, formatted as YYYY-MM-DD
periodEndDate string Period end date, formatted as YYYY-MM-DD
optionalElectionDate string Optional election date, formatted as YYYY-MM-DD
toDate string To Date, formatted as YYYY-MM-DD
registrationDate string Registration date, formatted as YYYY-MM-DD
installmentPayDate string Installment payment date, formatted as YYYY-MM-DD
declaredDate string This is the date on which the company announces that it will be issuing a dividend in the future, formatted as YYYY-MM-DD
refid string Unique id representing the dividend record
created string Date the dividend record was created, formatted as YYYY-MM-DD

Return of Capital

Obtain up-to-date and detailed information on all new announcements, as well as 12+ years of historical records.

HTTP request

GET /time-series/advanced_return_of_capital/{symbol?}/{refid?}

JSON response


  {
    "symbol": "ICGGF",
    "exDate": "2020-06-26",
    "recordDate": "2020-06-30",
    "paymentDate": null,
    "withdrawalFromDate": null,
    "withdrawalToDate": null,
    "electionDate": null,
    "cashBack": 2190,
    "description": "Ordinary Shares",
    "flag": "Cash",
    "securityType": "Equity Shares",
    "hasWithdrawalRights": 1,
    "currency": "JPY",
    "notes": "As per the announcement company announced a dividend event and a return of capital event with record date 30-06-2020. The amount for cash dividend is JPY 1390 and the amount for Return of capital is JPY 2190 (1390+2190=3580).",
    "figi": "BBG00HPS2WC7",
    "lastUpdated": "2019-08-12",
    "countryCode": "US",
    "parValue": 0,
    "parValueCurrency": "JPY",
    "refid": "17077",
    "created": "2019-08-12",
    "id": "ADVANCED_RETURN_OF_CAPITAL",
    "source": "IEX Cloud",
    "key": "ICGGF",
    "subkey": "17077",
    "date": 1593129600000,
    "updated": 1574690148000
  }
  // { ... }
]

Data Weighting

75,000 per item returned

Data Timing

End of day

Data Schedule

Updated at 5am, 10am, 8pm UTC daily

Data Source(s)

IEX Cloud

Notes

Only available to paid plans.

Available Methods

GET /time-series/advanced_return_of_capital/{symbol?}/{refid?}

Examples

Path Parameters

Range Type Description
symbol String Optional.
• Symbol name.
refid String Optional.
• Id that matches the refid field returned in the response object. This allows you to pull a specific event for a symbol.

Response Attributes

Key Type Description
symbol string Symbol of the security
exDate string The date that determines which shareholders will be entitled to receive the issue, formatted as YYYY-MM-DD
recordDate string When the company examines its current list of shareholders to determine who will receive the issue. Only those who are registered as shareholders in the company’s books as of the record date will be entitled to receive the issue, formatted as YYYY-MM-DD
paymentDate string The date paid to eligible shareholders, formatted as YYYY-MM-DD
withdrawalFromDate string Formatted as YYYY-MM-DD
withdrawalToDate string Formatted as YYYY-MM-DD
electionDate string Formatted as YYYY-MM-DD
cashBack number The amount paid.
description string Security description.
flag string The payment type.
Supported values
• Autocall
• Cash&Stock
• Cash
• DissenterRights
• Interest
• Maturity
• Rebate
• Stock
• Special
• ToBeAnnounced
• Blank
securityType string Type of security.
Supported values
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
When Issued
hasWithdrawalRights boolean 0 or 1
currency string ISO currency code for the amount
notes string Long description
figi string OpenFIGI id for the symbol
lastUpdated string Date the record was last changed, formatted as YYYY-MM-DD
countryCode string Refers to the country code for the symbol using ISO 3166-1 alpha-2
parValue number Par value is the face value of a bond. Par value is important for a bond or fixed-income instrument because it determines its maturity value as well as the dollar value of coupon payments. Par value for a share refers to the stock value stated in the corporate charter.
parValueCurrency string ISO currency code for parValue
refid string Unique id representing the record
created string Date the record was created, formatted as YYYY-MM-DD

Rights Issue

Obtain up-to-date and detailed information on all new announcements, as well as 12+ years of historical records.

HTTP request

GET /time-series/advanced_rights/{symbol?}/{refid?}

JSON response

[
  {
    "symbol": "OBDCF",
    "exDate": "2019-11-29",
    "recordDate": "2019-12-02",
    "paymentDate": null,
    "subscriptionStartDate": "2019-12-03",
    "subscriptionEndDate": "2019-12-17",
    "tradeStartDate": "2019-12-03",
    "tradeEndDate": "2019-12-13",
    "splitDate": null,
    "fromFactor": 30,
    "toFactor": 1,
    "ratio": 30,
    "description": "Ordinary Shares - Class B",
    "flag": "Stock",
    "securityType": "Equity Shares",
    "resultSecurityType": "Units",
    "currency": "SEK",
    "notes": "(As on 28/10/2019)SECA<BR>Obducat: guaranteed rights issue of 32,5 MSEK<BR>Not to be published in the USA, Australia, Japan or Canada<BR><BR>Ratio: 30 shares entitle to subscribe one unit. Each unit consists of five shares and three warrants. Price per warrant is SEK 9,25 and price per share is SEK 1,85.<BR>Ex-date: 29 November 2019<BR>Record date: 2 December 2019<BR>Subscription period: 3 - 17 December, 2019<BR>Trading period: 3 - 13 December, 2019<BR>",
    "figi": "BBG000FQBWJ2",
    "lastUpdated": "2019-10-28",
    "countryCode": "US",
    "parValue": 1,
    "parValueCurrency": "SEK",
    "issuePrice": 37,
    "lapsedPremium": 0,
    "isOverSubscription": 1,
    "refid": "6036935",
    "created": "2019-10-28",
    "id": "ADVANCED_RIGHTS",
    "source": "IEX Cloud",
    "key": "OBDCF",
    "subkey": "6036935",
    "date": 1574985600000,
    "updated": 1574691160000
  }
  // { ... }
]

Data Weighting

75,000 per item returned

Data Timing

End of day

Data Schedule

Updated at 5am, 10am, 8pm UTC daily

Data Source(s)

IEX Cloud

Notes

Only available to paid plans.

Available Methods

GET /time-series/advanced_rights/{symbol?}/{refid?}

Examples

Path Parameters

Range Type Description
symbol String Optional.
• Symbol name.
refid String Optional.
• Id that matches the refid field returned in the response object. This allows you to pull a specific event for a symbol.

Response Attributes

Key Type Description
symbol string Symbol of the security
exDate string The date that determines which shareholders will be entitled to receive the issue, formatted as YYYY-MM-DD
recordDate string When the company examines its current list of shareholders to determine who will receive the issue. Only those who are registered as shareholders in the company’s books as of the record date will be entitled to receive the issue, formatted as YYYY-MM-DD
paymentDate string The date paid to eligible shareholders, formatted as YYYY-MM-DD
subscriptionStartDate string Formatted as YYYY-MM-DD
subscriptionEndDate string Formatted as YYYY-MM-DD
tradeStartDate string Formatted as YYYY-MM-DD
tradeEndDate string Formatted as YYYY-MM-DD
splitDate string Formatted as YYYY-MM-DD
fromFactor number Number of starting shares
toFactor number Number of ending shares
ratio number fromFactor divided by toFactor
description string Security description.
flag string The payment type.
Supported Values:
• Autocall
• Cash&Stock
• Cash
• DissenterRights
• Interest
• Maturity
• Rebate
• Stock
• Special
• ToBeAnnounced
• Blank
securityType string Type of security.
Supported Values:
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
resultSecurityType string Type of security.
Supported Values:
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
currency string ISO currency code for the amount
notes string Long description
figi string OpenFIGI id for the symbol
lastUpdated string Date the record was last changed, formatted as YYYY-MM-DD
countryCode string Refers to the country code for the symbol using ISO 3166-1 alpha-2
parValue number Par value is the face value of a bond. Par value is important for a bond or fixed-income instrument because it determines its maturity value as well as the dollar value of coupon payments. Par value for a share refers to the stock value stated in the corporate charter.
parValueCurrency string ISO currency code for parValue
issuePrice number Issue price
lapsedPremium number
isOverSubscription boolean 0 or 1
refid string Unique id representing the record
created string Date the record was created, formatted as YYYY-MM-DD

Right to Purchase

Obtain up-to-date and detailed information on all new announcements, as well as 12+ years of historical records.

HTTP request

GET /time-series/advanced_right_to_purchase/{symbol?}/{refid?}

JSON response

[
  {
    "symbol": "APBCF",
    "exDate": "2019-12-05",
    "recordDate": "2019-12-06",
    "paymentDate": null,
    "subscriptionStart": "2019-12-13",
    "subscriptionEnd": "2019-12-17",
    "issuePrice": 38,
    "description": "Ordinary Shares",
    "flag": "Stock",
    "securityType": "Equity Shares",
    "resultSecurityType": "Equity Shares",
    "isOverSubscription": 1,
    "currency": "TWD",
    "notes": "(As on 21/11/2019) TWEM <BR>Company Name Applied BioCode Corporation<BR>ISIN code KYG0488D1051<BR>Ticker 6598<BR>Ex_date 20191205<BR>Record date 20191206<BR>pay date <BR>Listing Date <BR>rights ratio(1000 for X) 16.225<BR>rights price 38<BR>subscription period-start 20191213<BR>subscription period-end 20191217<BR>Issue size(thousand shares) 1280<BR>Sucess/Failed Sucess<BR>Subscribe stock 6598 Applied BioCode Corporation<BR>",
    "figi": "BBG00JLYZ733",
    "lastUpdated": "2019-11-21",
    "countryCode": "US",
    "parValue": 10,
    "parValueCurrency": "TWD",
    "refid": "6091477",
    "created": "2019-11-21",
    "id": "ADVANCED_RIGHT_TO_PURCHASE",
    "source": "IEX Cloud",
    "key": "APBCF",
    "subkey": "6091477",
    "date": 1575504000000,
    "updated": 1574694416000
  }
  // { ... }
]

Data Weighting

75,000 per item returned

Data Timing

End of day

Data Schedule

Updated at 5am, 10am, 8pm UTC daily

Data Source(s)

IEX Cloud

Notes

Only available to paid plans.

Available Methods

GET /time-series/advanced_right_to_purchase/{symbol?}/{refid?}

Examples

Path Parameters

Range Type Description
symbol String Optional.
• Symbol name.
refid String Optional.
• Id that matches the refid field returned in the response object. This allows you to pull a specific event for a symbol.

Response Attributes

Key Type Description
symbol string Symbol of the security
exDate string The date that determines which shareholders will be entitled to receive the issue, formatted as YYYY-MM-DD
recordDate string When the company examines its current list of shareholders to determine who will receive the issue. Only those who are registered as shareholders in the company’s books as of the record date will be entitled to receive the issue, formatted as YYYY-MM-DD
paymentDate string The date paid to eligible shareholders, formatted as YYYY-MM-DD
subscriptionStartDate string Formatted as YYYY-MM-DD
subscriptionEndDate string Formatted as YYYY-MM-DD
issuePrice number Issue price
description string Security description.
flag string The payment type.
Supported Values:
• Autocall
• Cash&Stock
• Cash
• DissenterRights
• Interest
• Maturity
• Rebate
• Stock
• Special
• ToBeAnnounced
• Blank
securityType string Type of security.
Supported Values:
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
resultSecurityType string Type of security.
Supported Values:
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
isOverSubscription boolean 0 or 1
currency string ISO currency code for the amount
notes string Long description
figi string OpenFIGI id for the symbol
lastUpdated string Date the record was last changed, formatted as YYYY-MM-DD
countryCode string Refers to the country code for the symbol using ISO 3166-1 alpha-2
parValue number Par value is the face value of a bond. Par value is important for a bond or fixed-income instrument because it determines its maturity value as well as the dollar value of coupon payments. Par value for a share refers to the stock value stated in the corporate charter.
parValueCurrency string ISO currency code for parValue
refid string Unique id representing the record
created string Date the record was created, formatted as YYYY-MM-DD

Security Reclassification

Obtain up-to-date and detailed information on all new announcements, as well as 12+ years of historical records.

HTTP request

GET /time-series/advanced_security_reclassification/{symbol?}/{refid?}

JSON response

[
  {
    "symbol": "SSBFX",
    "exDate": "2020-03-27",
    "fromFactor": 0,
    "toFactor": 0,
    "ratio": null,
    "description": "State Street Target Retirement Class 2015 Fund Class I",
    "flag": "Stock",
    "securityType": "Unit Trust",
    "resultSecurityType": "Unit Trust",
    "notes": "(As on 18/04/13) USNYSE <BR>Symbol :  ADT<BR>Issue Name :  The ADT Corporation<BR>CUSIP :  00101J106           <BR>Issue Type : Common stock<BR>Frequency QUARTERLY<BR>Ex Date : 22/04/2013<BR>Declared Date : 14/03/2013<BR>Pay Date :  15/05/2013<BR>Record Date :  24/04/2013<BR>Dividend Amount :USD  0.125<BR>Notes: Return of Capital Return Of Capital = 0.125<BR>",
    "figi": "BBG006T4JVT6",
    "lastUpdated": "2019-08-22",
    "countryCode": "US",
    "parValue": 0,
    "parValueCurrency": "USD",
    "refid": "5844",
    "created": "2019-08-22",
    "id": "ADVANCED_SECURITY_RECLASSIFICATION",
    "source": "IEX Cloud",
    "key": "SSBFX",
    "subkey": "5844",
    "date": 1585267200000,
    "updated": 1574693523000
  }
  // { ... }
]

Data Weighting

75,000 per item returned

Data Timing

End of day

Data Schedule

Updated at 5am, 10am, 8pm UTC daily

Data Source(s)

IEX Cloud

Notes

Only available to paid plans.

Available Methods

GET /time-series/advanced_security_reclassification/{symbol?}/{refid?}

Examples

Path Parameters

Range Type Description
symbol String Optional.
• Symbol name.
refid String Optional.
• Id that matches the refid field returned in the response object. This allows you to pull a specific event for a symbol.

Response Attributes

Key Type Description
symbol string Symbol of the security
exDate string The date that determines which shareholders will be entitled to receive the issue formatted as YYYY-MM-DD
fromFactor number Number of starting shares
toFactor number Number of ending shares
ratio number fromFactor divided by toFactor
description string Security description.
flag string The payment type.
Supported Values:
• Autocall
• Cash&Stock
• Cash
• DissenterRights
• Interest
• Maturity
• Rebate
• Stock
• Special
• ToBeAnnounced
• Blank
securityType string Type of security.
Supported Values:
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
resultSecurityType string Type of security.
Supported Values:
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
notes string Long description
figi string OpenFIGI id for the symbol
lastUpdated string Date the record was last changed formatted as YYYY-MM-DD
countryCode string Refers to the country code for the symbol using ISO 3166-1 alpha-2
parValue number Par value is the face value of a bond. Par value is important for a bond or fixed-income instrument because it determines its maturity value as well as the dollar value of coupon payments. Par value for a share refers to the stock value stated in the corporate charter.
parValueCurrency string ISO currency code for parValue
refid string Unique id representing the record
created string Date the record was created formatted as YYYY-MM-DD

Security Swap

Obtain up-to-date and detailed information on all new announcements, as well as 12+ years of historical records.

HTTP request

GET /time-series/advanced_security_swap/{symbol?}/{refid?}

JSON response

[
  {
    "symbol": "FCEDX",
    "exDate": "2020-02-07",
    "recordDate": null,
    "paymentDate": null,
    "fromFactor": 0,
    "toFactor": 0,
    "ratio": null,
    "description": "Franklin Select U.S. Equity Fund Class C",
    "flag": "Stock",
    "securityType": "Unit Trust",
    "resultSecurityType": "Unit Trust",
    "notes": "(As on 30/09/2019) <BR>Date 30-Sep-19<BR>Issuer CIK 0000872625<BR>Issuer Name Franklin Strategic Series<BR>Fund Name Franklin Select U.S. Equity Fund Class C",
    "figi": "BBG000QCG970",
    "lastUpdated": "2019-10-01",
    "countryCode": "US",
    "parValue": 0,
    "parValueCurrency": "USD",
    "refid": "5983233",
    "created": "2019-10-01",
    "id": "ADVANCED_SECURITY_SWAP",
    "source": "IEX Cloud",
    "key": "FCEDX",
    "subkey": "5983233",
    "date": 1581033600000,
    "updated": 1574691224000
  }
  // { ... }
]

Data Weighting

75,000 per item returned

Data Timing

End of day

Data Schedule

Updated at 5am, 10am, 8pm UTC daily

Data Source(s)

IEX Cloud

Notes

Only available to paid plans.

Available Methods

GET /time-series/advanced_security_swap/{symbol?}/{refid?}

Examples

Path Parameters

Range Type Description
symbol String Optional.
• Symbol name.
refid String Optional.
• Id that matches the refid field returned in the response object. This allows you to pull a specific event for a symbol.

Response Attributes

Key Type Description
symbol string Symbol of the security
exDate string The date that determines which shareholders will be entitled to receive the issue formatted as YYYY-MM-DD
recordDate string When the company examines its current list of shareholders to determine who will receive the issue. Only those who are registered as shareholders in the company’s books as of the record date will be entitled to receive the issue formatted as YYYY-MM-DD
paymentDate string The date paid to eligible shareholders formatted as YYYY-MM-DD
fromFactor number Number of starting shares
toFactor number Number of ending shares
ratio number fromFactor divided by toFactor
amount number The amount paid.
description string Security description.
flag string The payment type.
Supported Values:
• Autocall
• Cash&Stock
• Cash
• DissenterRights
• Interest
• Maturity
• Rebate
• Stock
• Special
• ToBeAnnounced
• Blank
securityType string Type of security.
Supported Values:
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
resultSecurityType string Type of security.
Supported Values:
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
notes string Long description
figi string OpenFIGI id for the symbol
lastUpdated string Date the record was last changed formatted as YYYY-MM-DD
countryCode string Refers to the country code for the symbol using ISO 3166-1 alpha-2
parValue number Par value is the face value of a bond. Par value is important for a bond or fixed-income instrument because it determines its maturity value as well as the dollar value of coupon payments. Par value for a share refers to the stock value stated in the corporate charter.
parValueCurrency string ISO currency code for parValue
refid string Unique id representing the record
created string Date the record was created formatted as YYYY-MM-DD

Spinoff

Obtain up-to-date and detailed information on all new announcements, as well as 12+ years of historical records.

HTTP request

GET /time-series/advanced_spinoff/{symbol?}/{refid?}

JSON response

[
  {
    "symbol": "REPH",
    "exDate": "2019-11-22",
    "recordDate": "2019-11-15",
    "paymentDate": "2019-11-21",
    "withdrawalFromDate": null,
    "withdrawalToDate": null,
    "electionDate": null,
    "effectiveDate": null,
    "minPrice": 0,
    "maxPrice": 0,
    "description": "Ordinary Shares",
    "flag": "Stock",
    "securityType": "Equity Shares",
    "hasWithdrawalRights": 1,
    "currency": "",
    "notes": "(As on 05/11/19) USNWDIVS<BR>Recro Pharma `s Board of Directors Approves Separation of Acute Care Business Segment and Declares Special Dividend Distribution of Baudax Bio Common Stock<BR>2019-11-05 07:00 ET - News Release<BR>MALVERN, Pa., Nov. 05, 2019 (GLOBE NEWSWIRE) -- Recro Pharma, Inc. (NASDAQ:REPH), a specialty pharmaceutical company with a high-performing revenue generating contract development and manufacturing (CDMO) division, today announced that its board of directors has approved the planned spin-off of its Acute Care business segment, which will be known as Baudax Bio, Inc. and declared a special dividend distribution of all outstanding shares of Baudax Bio common stock.<BR>For every two and one half (2.5) shares of Recro common stock held of record as of the close of business on November 15, 2019, Recro shareholders will receive one (1) share of Baudax Bio common stock.  Shareholders will receive cash in lieu of fractional shares.  The special dividend distribution is expected to be paid on November 21, 2019.<BR>The distribution of Baudax Bio common stock will complete the separation of the Acute Care business segment from Recro. After the separation, Baudax Bio will become an independent, publicly-traded company focused on developing and commercializing innovative products for hospital and related acute care settings, and Recro will retain no ownership interest. Baudax Bio has applied for listing of its common stock on the NASDAQ Capital Market under the ticker symbol `BXRX.`<BR>The stock dividend distribution is subject to, among other conditions, the U.S. Securities and Exchange Commission (SEC) having declared effective Baudax Bio`s Registration Statement on Form 10, as amended, which Baudax Bio has filed with the SEC. The Registration Statement includes information regarding the details of the spin-off and Baudax Bio`s business. <BR>No action is required by Recro shareholders to receive shares of Baudax Bio common stock as part of this special dividend distribution. Any holder of Recro common stock who sells shares of Recro common stock on or before the distribution date may be selling the entitlement to receive shares of Baudax Bio common stock.<BR>",
    "figi": "BBG005H82125",
    "lastUpdated": "2019-11-22",
    "countryCode": "US",
    "parValue": 0.01,
    "parValueCurrency": "USD",
    "refid": "6053355",
    "created": "2019-11-05",
    "id": "ADVANCED_SPINOFF",
    "source": "IEX Cloud",
    "key": "REPH",
    "subkey": "6053355",
    "date": 1574380800000,
    "updated": 1574690765000
  }
  // { ... }
]

Data Weighting

75,000 per item returned

Data Timing

End of day

Data Schedule

Updated at 5am, 10am, 8pm UTC daily

Data Source(s)

IEX Cloud

Notes

Only available to paid plans.

Available Methods

GET /time-series/advanced_spinoff/{symbol?}/{refid?}

Examples

Path Parameters

Range Type Description
symbol String Optional.
• Symbol name.
refid String Optional.
• Id that matches the refid field returned in the response object. This allows you to pull a specific event for a symbol.

Response Attributes

Key Type Description
symbol string Symbol of the security
exDate string The date that determines which shareholders will be entitled to receive the issue, formatted as YYYY-MM-DD
recordDate string When the company examines its current list of shareholders to determine who will receive the issue. Only those who are registered as shareholders in the company’s books as of the record date will be entitled to receive the issue, formatted as YYYY-MM-DD
paymentDate string The date paid to eligible shareholders, formatted as YYYY-MM-DD
withdrawalFromDate string Formatted as YYYY-MM-DD
withdrawalToDate string Formatted as YYYY-MM-DD
electionDate string Formatted as YYYY-MM-DD
effectiveDate string Formatted as YYYY-MM-DD
minPrice number Minimum price
maxPrice number Maximum price
description string Security description.
flag string The payment type.
Supported Values:
• Autocall
• Cash&Stock
• Cash
• DissenterRights
• Interest
• Maturity
• Rebate
• Stock
• Special
• ToBeAnnounced
• Blank
securityType string Type of security.
Supported Values:
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
hasWithdrawalRights boolean 0 or 1
currency string ISO currency code for the amount
notes string Long description
figi string OpenFIGI id for the symbol
lastUpdated string Date the record was last changed, formatted as YYYY-MM-DD
countryCode string Refers to the country code for the symbol using ISO 3166-1 alpha-2
parValue number Par value is the face value of a bond. Par value is important for a bond or fixed-income instrument because it determines its maturity value as well as the dollar value of coupon payments. Par value for a share refers to the stock value stated in the corporate charter.
parValueCurrency string ISO currency code for parValue
refid string Unique id representing the record
created string Date the record was created, formatted as YYYY-MM-DD

Splits

Obtain up-to-date and detailed information on all new announcements, as well as 12+ years of historical records.

HTTP request

GET /time-series/advanced_splits/{symbol?}/{refid?}

JSON response

[
  {
    "symbol": "CRPYF",
    "exDate": "2020-01-15",
    "recordDate": "2020-01-14",
    "paymentDate": "2020-01-15",
    "fromFactor": 10,
    "toFactor": 1,
    "ratio": 10,
    "description": "Ordinary Shares",
    "splitType": "Reverse Split",
    "flag": "Stock",
    "securityType": "Equity Shares",
    "notes": "(As on 07/11/2019) ZAJSE<BR>Share Consolidation<BR>It is intendVd tha:t following completion of the Proposed Transaction, the Company s issued share capital will be consolidated on the basis of 10 Ordinary Shares of 1 pence each for 1 new ordinary share of 10 pence (a  Consolidated Ordinary Share ), by reference to the Capital & Regional Shares in issue at 6.00 p.m. on 14 January 2020 on the UK Register",
    "figi": "BBG000CQTXJ4",
    "lastUpdated": "2019-11-08",
    "countryCode": "US",
    "parValue": 0.01,
    "parValueCurrency": "GBP",
    "oldParValue": 0.01,
    "oldParValueCurrency": "GBP",
    "refid": "6057319",
    "created": "2019-11-07",
    "id": "ADVANCED_SPLITS",
    "source": "IEX Cloud",
    "key": "CRPYF",
    "subkey": "6057319",
    "date": 1579046400000,
    "updated": 1574689890000
  }
  // { ... }
]

Data Weighting

75,000 per item returned

Data Timing

End of day

Data Schedule

Updated at 5am, 10am, 8pm UTC daily

Data Source(s)

IEX Cloud

Notes

Only available to paid plans.

Available Methods

GET /time-series/advanced_splits/{symbol?}/{refid?}

Examples

Path Parameters

Range Type Description
symbol String Optional.
• Symbol name.
refid String Optional.
• Id that matches the refid field returned in the response object. This allows you to pull a specific event for a symbol.

Response Attributes

Key Type Description
symbol string Symbol of the security
exDate string The date that determines which shareholders will be entitled to receive the issue, formatted as YYYY-MM-DD
recordDate string When the company examines its current list of shareholders to determine who will receive the issue. Only those who are registered as shareholders in the company’s books as of the record date will be entitled to receive the issue, formatted as YYYY-MM-DD
paymentDate string The date paid to eligible shareholders, formatted as YYYY-MM-DD
fromFactor number Number of starting shares
toFactor number Number of ending shares
ratio number fromFactor divided by toFactor
description string Security description.
splitType string Type of split
Supported Values:
• Split
• Reverse Split
flag string The payment type.
Supported Values:
• Autocall
• Cash&Stock
• Cash
• DissenterRights
• Interest
• Maturity
• Rebate
• Stock
• Special
• ToBeAnnounced
• Blank
securityType string Type of security.
Supported Values:
• A BLANK value is possible
• Barbados Depository Receipts
• Bond
• Basket Warrant
• Convertible Debenture
• Share Depository Certificate
• Chess Depository Interest
• CEDEAR
• Convertible Notes
• Conversion
• Commodity
• Certificate
• Convertible Unsecured Loan Stock
• Currency
• Contingent Value Rights
• Covered Warrant
• Debenture
• Derivatives
• Depository Receipts
• Distribution Rights
• Deferred Settlement Trading
• Equity Shares
• Exchange Traded Commodities
• Exchange Traded Fund
• Exchange Traded Notes
• Fund
• Global Depository Notes
• Irredeemable Convertible Loan Stock
• Index
• Interval Fund
• Inflation
• Interbank Offered Rate
• Letter of Allotment
• Unit Trust
• Non Convertible Debenture
• Non-Redeemable Convertible Cumulative Preference S
• Notes
• Partly Convertible Debenture
• Perpetual Exchangeable Repurchaseable Listed Share
• Preferred Security
• Poison Pill Rights
• Preference Share
• Parallel Line
• Redeemable Convertible Secured Loan Stocks
• Redeemable Convertible Secured Notes
• Receipt
• Redemption Rights
• Redeemable Shares
• Redeemable Optional Convertible Preference Shares
• rights
• Redeemable Unconvertible Notes
• Structured Product
• Subscription Receipts
• Second Trading Line
• Stapled Security
• Swap Rate
• Tradeable Rights
• Tendered Shares Security
• Unit Investment Trust
• Units
• Warrants
• When Distributed
• When Issued
notes string Long description
figi string OpenFIGI id for the symbol
lastUpdated string Date the record was last changed, formatted as YYYY-MM-DD
countryCode string Refers to the country code for the symbol using ISO 3166-1 alpha-2
parValue number Par value is the face value of a bond. Par value is important for a bond or fixed-income instrument because it determines its maturity value as well as the dollar value of coupon payments. Par value for a share refers to the stock value stated in the corporate charter.
parValueCurrency string ISO currency code for parValue
oldParValue number Par value is the face value of a bond. Par value is important for a bond or fixed-income instrument because it determines its maturity value as well as the dollar value of coupon payments. Par value for a share refers to the stock value stated in the corporate charter.
oldParValueCurrency string ISO currency code for parValue
refid string Unique id representing the record
created string Date the record was created, formatted as YYYY-MM-DD

Market Info

Collections

Returns an array of quote objects for a given collection type. Currently supported collection types are sector, tag, and list

HTTP request

GET /stock/market/collection/{collectionType}

JSON response

[
    quote,
    ...
]

Data Weighting

Weight of /stock/quote per quote returned

Examples

Query String Parameters

Option Details
collectionName Required.
• Name of the sector, tag, or list to return and is case sensitive.
• Supported lists can be found under the list section.
• Supported sectors can be found in the sector ref data.
• Supported tags can be found in the tag ref data.
* You must URL encode the collection name before sending

Response Attributes

Key Type Description
quote object See the quote section.

Earnings Today

Returns earnings that will be reported today as three arrays: before the open bto, after market close amc and during the trading day other. Each array contains an object with all keys from earnings, a quote object, and a headline key.

HTTP request

GET /stock/market/today-earnings

JSON response

{
  "bto": [
    {
        "consensusEPS": "-0.03",
        "announceTime": "BTO",
        "numberOfEstimates": 4,
        "fiscalPeriod": "Q4 2018",
        "fiscalEndDate": "2018-12-31",
        "symbol": "Z",
        "quote": {
          ...
        },
    },
    ...
  ],
  "amc": [
    {
        "consensusEPS": "-0.03",
        "announceTime": "AMC",
        "numberOfEstimates": 4,
        "fiscalPeriod": "Q4 2018",
        "fiscalEndDate": "2018-12-31",
        "symbol": "NBEV",
        "quote": {
          ...
        },
    },
    ...
  ],
  "dmt": []
}

Data Weighting

1,000 per symbol returned + 1 per quote returned

Data Timing

End of day

Data Schedule

Updates at 9am, 11am, 12pm UTC daily

Data Source(s)

IEX Cloud

Available Methods

GET /stock/market/today-earnings

Examples

Response Attributes

Key Type Description
actualEPS number Actual earnings per share for the period
consensusEPS number Consensus EPS estimate trend for the period
announceTime string Time of earnings announcement. BTO (Before open), DMT (During trading or if the time is unknown), AMC (After close)
numberOfEstimates number Number of estimates for the period
EPSSurpriseDollar number Dollar amount of EPS surprise for the period
EPSReportDate string Expected earnings report date YYYY-MM-DD
fiscalPeriod string The fiscal quarter the earnings data applies to Q# YYYY
fiscalEndDate string Date representing the company fiscal quarter end YYYY-MM-DD
yearAgo number Represents the EPS of the quarter a year ago
yearAgoChangePercent number Represents the percent difference between the quarter a year ago actualEPS and current period actualEPS. Returned as a decimal – for example a 13% decline is returned as –0.13.
estimatedChangePercent number Represents the percent difference between the quarter a year ago actualEPS and current period consensusEPS
symbol string The symbol the earning relates to
quote object See quote

IPO Calendar

This returns a list of upcoming or today IPOs scheduled for the current and next month. The response is split into two structures: rawData and viewData. rawData represents all available data for an IPO. viewData represents data structured for display to a user.

HTTP request

GET /stock/market/upcoming-ipos
GET /stock/market/today-ipos

JSON response

{
  "rawData": [
    {
      "symbol": "VCNX",
      "companyName": "VACCINEX, INC.",
      "expectedDate": "2018-08-09",
      "leadUnderwriters": [
        "BTIG, LLC",
        "Oppenheimer & Co. Inc."
      ],
      "underwriters": [
        "Ladenburg Thalmann & Co. Inc."
      ],
      "companyCounsel": [
        "Hogan Lovells US LLP and Harter Secrest & Emery LLP"
      ],
      "underwriterCounsel": [
        "Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C."
      ],
      "auditor": "Computershare Trust Company, N.A",
      "market": "NASDAQ Global",
      "cik": "0001205922",
      "address": "1895 MOUNT HOPE AVE",
      "city": "ROCHESTER",
      "state": "NY",
      "zip": "14620",
      "phone": "585-271-2700",
      "ceo": "Maurice Zauderer",
      "employees": 44,
      "url": "www.vaccinex.com",
      "status": "Filed",
      "sharesOffered": 3333000,
      "priceLow": 12,
      "priceHigh": 15,
      "offerAmount": null,
      "totalExpenses": 2400000,
      "sharesOverAlloted": 499950,
      "shareholderShares": null,
      "sharesOutstanding": 11474715,
      "lockupPeriodExpiration": "",
      "quietPeriodExpiration": "",
      "revenue": 206000,
      "netIncome": -7862000,
      "totalAssets": 4946000,
      "totalLiabilities": 6544000,
      "stockholderEquity": -133279000,
      "companyDescription": "",
      "businessDescription": "",
      "useOfProceeds": "",
      "competition": "",
      "amount": 44995500,
      "percentOffered": "29.05"
    },
    // { ... }
  ],
  "viewData": [
    {
      "Company": "VACCINEX, INC.",
      "Symbol": "VCNX",
      "Price": "$12.00 - 15.00",
      "Shares": "3,333,000",
      "Amount": "44,995,500",
      "Float": "11,474,715",
      "Percent": "29.05%",
      "Market": "NASDAQ Global",
      "Expected": "2018-08-09"
    },
    // { ... }
  ]
}

Data Weighting

100 per IPO returned for upcoming-ipos
500 per IPO returned for today-ipos

Data Timing

End of day

Data Schedule

10am, 10:30am UTC daily

Data Source(s)

IEX Cloud

Notes

Only included with paid subscription plans

Available Methods

GET /stock/market/upcoming-ipos
GET /stock/market/today-ipos

Examples

Response Attributes

Key Type Description
symbol string Refers to the IPO symbol.
companyName string Refers to the name of the IPO company.
expectedDate string Refers to the date the IPO is expected to start trading.
leadUnderwriters array Refers to the list of investment banks leading the IPO.
underwriters array Refers to the list of investment banks underwriting the IPO.
companyCounsel array Refers to the list of legal firms representing the company.
underwriterCounsel array Refers to the list of legal firms representing the underwriter.
auditor string Refers to the auditing firm for the company.
market string Refers to the exchange listing the IPO.
cik string Refers to the unique identifier for this data set, the Central Index Key (“CIK”) is used to identify entities that are regulated by the Securities and Exchange Commission (“SEC”).
address string Refers to the company address.
city string Refers to the company city.
state string Refers to the company state.
zip string Refers to the company zip code.
phone string Refers to the company phone number.
ceo string Refers to the name of the company CEO.
employees number Refers to the number of employees in the company.
url string Refers to the URL of the company website.
status string Refers to the filing status of the SEC Form S-1.
sharesOffered number Refers to the number of shares offered in the IPO.
priceLow number Refers to the low end estimate of IPO share price. On the day of the IPO, this will be the syndicate price which is used similarly to previousClose to determine change versus current price.
priceHigh number Refers to the high end estimate of IPO share price. On the day of the IPO, this value may be null.
offerAmount number Refers to the notional value of the IPO in dollars.
totalExpenses number Refers to company total expenses in dollars.
sharesOverAlloted number Refers to number of shares alloted by underwriters in excess of IPO offering.
shareholderShares number Refers to number of shares offered by existing shareholders.
sharesOutstanding number Refers to the total number of company shares outstanding.
lockupPeriodExpiration string Refers to the date of insider lockup period expiration.
quietPeriodExpiration string Refers to the date following IPO when company quiet period expires.
revenue number Refers to company revenue in dollars.
netIncome number Refers to company net income in dollars.
totalAssets number Refers to company total assets in dollars.
totalLiabilities number Refers to company total liabilities in dollars.
stockholderEquity number Refers to stock holder equity in dollars.
companyDescription string Description of the company.
businessDescription string Description of the company’s business.
useOfProceeds string Description of the company’s planned use of proceeds from the IPO.
competition string Description of the company’s competition.
amount number Refers to the notional value of shares offered * average share price in dollars.
percentOffered string Refers to the percent of outstanding shares being offered as a whole number.
Company string Same as companyName
Symbol string Same as symbol
Price string Formatted as $priceLow - priceHigh
Shares string Same as sharesOffered
Amount string Same as amount
Float string Same as sharesOutstanding
Percent string Same as percentOffered
Market string Same as market
Expected string Same as expectedDate

List

Returns an array of quotes for the top 10 symbols in a specified list.

Requirements for being on a list:


HTTP request

GET /stock/market/list/{list-type}

JSON response

// Array of quotes
[
     {
      "symbol": "SHLL",
      "companyName": "Tortoise Acquisition Corp.",
      "primaryExchange": "New York Stock Exchange",
      "calculationPrice": "close",
      "open": 19.39,
      "openTime": 1593178209955,
      "openSource": "official",
      "close": 24.57,
      // ...
    },
    // { ... }
]

Data Weighting

Weight of /stock/quote for each quote returned in the list

Data Timing

Real-time
15 minute delayed

Data Schedule

Updated intraday

Data Source(s)

Investors Exchange Consolidated Tape

Available Methods

GET /stock/market/list/{list-type}

Examples

Path Parameters

Option Details
list-type Required.
• Valid values are mostactive, gainers, losers, iexvolume, iexpercent, premarket_losers, postmarket_losers, premarket_gainers, postmarket_gainers
Access to pre or post market lists require UTP permissions.

Query String Parameters

Option Details
displayPercent Optional.
• If set to true, all percentage values will be multiplied by a factor of 100 (Ex: /stock/aapl/quote?displayPercent=true)
listLimit Optional.
• Number of items to return, defaults to 10

Response Attributes

Refer to the quote section.

Market Volume (U.S.)

This endpoint returns real time traded volume on U.S. markets.

HTTP request

GET /stock/market/volume

JSON response

[
  {
    "mic": "TRF",
    "tapeId": "-",
    "venueName": "TRF Volume",
    "volume": 589171705,
    "tapeA": 305187928,
    "tapeB": 119650027,
    "tapeC": 164333750,
    "marketPercent": 0.37027,
    "lastUpdated": 1480433817317
  },
  {
    "mic": "XNGS",
    "tapeId": "Q",
    "venueName": "NASDAQ",
    "volume": 213908393,
    "tapeA": 90791123,
    "tapeB": 30731818,
    "tapeC": 92385452,
    "marketPercent": 0.13443,
    "lastUpdated": 1480433817311
  },
  {
    "mic": "XNYS",
    "tapeId": "N",
    "venueName": "NYSE",
    "volume": 204280163,
    "tapeA": 204280163,
    "tapeB": 0,
    "tapeC": 0,
    "marketPercent": 0.12838,
    "lastUpdated": 1480433817336
  },
  {
    "mic": "ARCX",
    "tapeId": "P",
    "venueName": "NYSE Arca",
    "volume": 180301371,
    "tapeA": 64642458,
    "tapeB": 78727208,
    "tapeC": 36931705,
    "marketPercent": 0.11331,
    "lastUpdated": 1480433817305
  },
  {
    "mic": "EDGX",
    "tapeId": "K",
    "venueName": "EDGX",
    "volume": 137022822,
    "tapeA": 58735505,
    "tapeB": 32753903,
    "tapeC": 45533414,
    "marketPercent": 0.08611,
    "lastUpdated": 1480433817310
  },
  {
    "mic": "BATS",
    "tapeId": "Z",
    "venueName": "BATS BZX",
    "volume": 100403461,
    "tapeA": 52509859,
    "tapeB": 25798360,
    "tapeC": 22095242,
    "marketPercent": 0.0631,
    "lastUpdated": 1480433817311
  },
  {
    "mic": "BATY",
    "tapeId": "Y",
    "venueName": "BATS BYX",
    "volume": 54413196,
    "tapeA": 28539960,
    "tapeB": 13638779,
    "tapeC": 12234457,
    "marketPercent": 0.03419,
    "lastUpdated": 1480433817310
  },
  {
    "mic": "XBOS",
    "tapeId": "B",
    "venueName": "NASDAQ BX",
    "volume": 31417461,
    "tapeA": 16673166,
    "tapeB": 5875538,
    "tapeC": 8868757,
    "marketPercent": 0.01974,
    "lastUpdated": 1480433817311
  },
  {
    "mic": "EDGA",
    "tapeId": "J",
    "venueName": "EDGA",
    "volume": 30670687,
    "tapeA": 15223428,
    "tapeB": 8276375,
    "tapeC": 7170884,
    "marketPercent": 0.01927,
    "lastUpdated": 1480433817311
  },
  {
    "mic": "IEXG",
    "tapeId": "V",
    "venueName": "IEX",
    "volume": 26907838,
    "tapeA": 16578501,
    "tapeB": 3889245,
    "tapeC": 6440092,
    "marketPercent": 0.01691,
    "lastUpdated": 1480433817235
  },
  {
    "mic": "XPHL",
    "tapeId": "X",
    "venueName": "NASDAQ PSX",
    "volume": 13334403,
    "tapeA": 5802294,
    "tapeB": 4239741,
    "tapeC": 3292368,
    "marketPercent": 0.00838,
    "lastUpdated": 1480433817071
  },
  {
    "mic": "XCHI",
    "tapeId": "M",
    "venueName": "CHX",
    "volume": 4719854,
    "tapeA": 834762,
    "tapeB": 3168434,
    "tapeC": 716658,
    "marketPercent": 0.00296,
    "lastUpdated": 1480433814711
  },
  {
    "mic": "XASE",
    "tapeId": "A",
    "venueName": "NYSE MKT",
    "volume": 4419196,
    "tapeA": 0,
    "tapeB": 4419196,
    "tapeC": 0,
    "marketPercent": 0.00277,
    "lastUpdated": 1480433816276
  },
  {
    "mic": "XCIS",
    "tapeId": "C",
    "venueName": "NSX",
    "volume": 187785,
    "tapeA": 39923,
    "tapeB": 62191,
    "tapeC": 85671,
    "marketPercent": 0.00011,
    "lastUpdated": 1480433816141
  }
]

Data Weighting

1 per call

Data Timing

Real-time

Data Schedule

7:45am-5:15pm ET Mon-Fri

Data Source(s)

IEX Cloud Consolidated Tape

Available Methods

GET /stock/market/volume

Examples

Query String Parameters

Option Details
format Optional.
• Value can only be csv
• When parameter is not present, format defaults to JSON

Response Attributes

Key Description
mic Refers to the Market Identifier Code (MIC).
tapeId Refers to the tape id of the venue.
venueName Refers to name of the venue defined by IEX.
volume Refers to the amount of traded shares reported by the venue.
tapeA Refers to the amount of Tape A traded shares reported by the venue.
tapeB Refers to the amount of Tape B traded shares reported by the venue.
tapeC Refers to the amount of Tape C traded shares reported by the venue.
marketPercent Refers to the venue’s percentage of shares traded in the market.
lastUpdated Refers to the last update time of the data in milliseconds since midnight Jan 1, 1970.

Sector Performance

This returns an array of each sector and performance for the current trading day. Performance is based on each sector ETF.

HTTP request

GET /stock/market/sector-performance

JSON response

[
  {
    "type": "sector",
    "name": "Industrials",
    "performance": 0.00711,
    "lastUpdated": 1533672000437
  },
  ...
]

Data Weighting

1 per sector

Data Timing

Real-time 15min delayed

Data Schedule

8am-5pm ET Mon-Fri

Data Source(s)

IEX Cloud

Notes

Only included with paid subscription plans

Available Methods

GET /stock/market/sector-performance

Examples

Response Attributes

Key Type Description
type string The type of performance data return. Should always be sector
name string The name of the sector
performance number Change percent of the sector for the trading day.
lastUpdated number Last updated time of the performance metric represented as millisecond epoch.

Upcoming Events

This will return all upcoming estimates, dividends, splits for a given symbol or the market. If market is passed for the symbol, IPOs will also be included.

HTTP request

GET /stock/{symbol}/upcoming-events
GET /stock/{symbol}/upcoming-earnings
GET /stock/{symbol}/upcoming-dividends
GET /stock/{symbol}/upcoming-splits
GET /stock/{symbol}/upcoming-ipos

JSON response

// If symbol is specified
{
    "earnings": [],
    "dividends": [],
    "splits": []
}


// If symbol is market
{
    "ipos": {
        "rawData": [],
        "viewData": []
    },
    "earnings": [],
    "dividends": [],
    "splits": []
}

Data Weighting

Weight is equal to the number of items return by each type. estimates, dividends, splits, ipos

By default, earnings will only return symbol and reportDate for a weight of 5 for each item. If you use fullUpcomingEarnings parameter, the full estimates object is returned for the full weight.

Data Timing

Timing based on each type

Data Schedule

Schedule of each type

Data Source(s)

IEX Cloud

Notes

Only included with paid subscription plans

Available Methods

GET /stock/{symbol}/upcoming-events
GET /stock/{symbol}/upcoming-dividends
GET /stock/{symbol}/upcoming-splits
GET /stock/{symbol}/upcoming-earnings
GET /stock/{symbol}/upcoming-ipos

Examples

Query String Parameters

Option Details
fullUpcomingEarnings Boolean. If set to true and passed to upcoming-events or upcoming-earnings, it will return the full estimate object at the full estimate weight. This can cause the call to be in the millions of credits.

Response Attributes

Response is an object with each item being an array of objects matching the type of data returned.

News

News

Provides intraday news from over 3,000 global news sources including major publications, regional media, and social.. This endpoint returns up to the last 50 articles. Use the historical news endpoint to fetch news as far back as January 2019

HTTP request

GET /stock/{symbol}/news/last/{last}

JSON response

[
  {
    "datetime": 1545215400000,
    "headline": "Voice Search Technology Creates A New Paradigm For Marketers",
    "source": "Benzinga",
    "url": "https://cloud.iexapis.com/stable/news/article/8348646549980454",
    "summary": "<p>Voice search is likely to grow by leap and bounds, with technological advancements leading to better adoption and fueling the growth cycle, according to Lindsay Boyajian, <a href=\"http://loupventures.com/how-the-future-of-voice-search-affects-marketers-today/\">a guest contributor at Loup Ventu...",
    "related": "AAPL,AMZN,GOOG,GOOGL,MSFT",
    "image": "https://cloud.iexapis.com/stable/news/image/7594023985414148",
    "lang": "en",
    "hasPaywall": true
  }
]

SSE Example

curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/news-stream\?symbols\=aapl\&token\=YOUR_TOKEN

Data Weighting

1 per symbol per news item returned

Data Timing

Intraday

Data Schedule

Continuous

Data Source(s)

CityFalcon

Available Methods

GET /stock/{symbol}/news
GET /stock/{symbol}/news/last/{last}

Examples

Path Parameters

Option Description
symbol A stock symbol
last Number between 1 and 50. Default is 10. (i.e. .../news/last/1)

Response Attributes

Key Type Description
datetime number  Millisecond epoch of time of article
headline string 
source string  Source of the news article. Make sure to always attribute the source.
url string  URL to IEX Cloud for associated news image. Note: You will need to append your token before calling.
summary string 
related string  Comma-delimited list of tickers associated with this news article. Not all tickers are available on the API. Make sure to check against available ref-data
image string  URL to IEX Cloud for associated news image. Note: You will need to append your token before calling.
lang string  Language of the source article
hasPaywall boolean  Whether the news source has a paywall

Streaming News

This endpoint provides streaming news sourced from over 3,000 global news sources including major publications, regional media, and social.

SSE Streaming Example (Paid subscriptions only)

curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/news-stream?token=YOUR_TOKEN&symbols=spy'

SSE Firehose - All News (Scale and Business plans only)

curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/stable/news-stream?token=YOUR_TOKEN'

JSON response

{
    "datetime": 1545215400000,
    "headline": "Voice Search Technology Creates A New Paradigm For Marketers",
    "source": "Benzinga",
    "url": "https://cloud.iexapis.com/stable/news/article/8348646549980454",
    "summary": "<p>Voice search is likely to grow by leap and bounds, with technological advancements leading to better adoption and fueling the growth cycle, according to Lindsay Boyajian, <a href=\"http://loupventures.com/how-the-future-of-voice-search-affects-marketers-today/\">a guest contributor at Loup Ventu...",
    "related": "AAPL,AMZN,GOOG,GOOGL,MSFT",
    "image": "https://cloud.iexapis.com/stable/news/image/7594023985414148",
    "lang": "en",
    "hasPaywall": true
}

Data Weighting

1 per symbol per update

Data Timing

Real-time

Data Schedule

Continous

Data Source(s)

CityFalcon

Notes

Only included with paid subscription plans
Firehose streaming of all news only available to Scale and Business plans.

Query Parameters

Parameter Description
symbols Valid symbol

Response Attributes

Key Type Description
datetime number  Millisecond epoch of time of article
headline string 
source string  Source of the news article. Make sure to always attribute the source.
url string  URL to IEX Cloud for associated news image. Note: You will need to append your token before calling.
summary string 
related string  Comma-delimited list of tickers associated with this news article. Not all tickers are available on the API. Make sure to check against available ref-data
image string  URL to IEX Cloud for associated news image. Note: You will need to append your token before calling.
lang string  Language of the source article
hasPaywall boolean  Whether the news source has a paywall

Historical News

Historical news from January 2019 forward. Uses the time series endpoint to provide news across the market or by symbol using any type of supported range.

HTTP request

GET /time-series/news/{?symbol}

JSON response

[
  {
    "datetime": 1545215400000,
    "headline": "Voice Search Technology Creates A New Paradigm For Marketers",
    "source": "Benzinga",
    "url": "https://cloud.iexapis.com/stable/news/article/8348646549980454",
    "summary": "<p>Voice search is likely to grow by leap and bounds, with technological advancements leading to better adoption and fueling the growth cycle, according to Lindsay Boyajian, <a href=\"http://loupventures.com/how-the-future-of-voice-search-affects-marketers-today/\">a guest contributor at Loup Ventu...",
    "related": "AAPL,AMZN,GOOG,GOOGL,MSFT",
    "image": "https://cloud.iexapis.com/stable/news/image/7594023985414148",
    "lang": "en",
    "hasPaywall": true,
    "qmUrl": "https://source.url",
    "imageUrl": "https://image.url",
    "id": "NEWS",
    "key": "AAPL",
    "subkey": "7160327-cd7f-4d09-ae83-1c1d66fec8e3",
    "date": 1572161210000,
    "updated": 1573132090000
  }
]

Data Weighting

5,000 per news item returned

Data Timing

Intraday EOD

Data Schedule

Continuous

Data Source(s)

CityFalcon

Available Methods

GET /time-series/news/{?symbol}

Examples

Path Parameters

Option Description
symbol Optional.
• Valid symbol

Query Parameters

All query parameters supported by time series

Response Attributes

Key Type Description
datetime number  Millisecond epoch of time of article
headline string 
source string  Source of the news article. Make sure to always attribute the source.
url string  URL to IEX Cloud for associated news image. Note: You will need to append your token before calling.
summary string 
related string  Comma-delimited list of tickers associated with this news article. Not all tickers are available on the API. Make sure to check against available ref-data
image string  URL to IEX Cloud for associated news image. Note: You will need to append your token before calling.
lang string  Language of the source article
hasPaywall boolean  Whether the news source has a paywall
qmUrl string Source article url
imageUrl string Source image url

Cryptocurrency

Cryptocurrency Book

This returns a current snapshot of the book for a specified cryptocurrency. For REST, you will receive a current snapshot of the current book for the specific cryptocurrency. For SSE Streaming, you will get a full representation of the book updated as often as the book changes. Examples of each are below:

REST

HTTP request

GET /crypto/{symbol}/book

JSON response

{
  "bids": [
    {
      "price": "10120.04000000",
      "size": "0.48604100",
      "timestamp": 1566407875440
    }
  ],
  "asks": [
    {
      "price": "10121.22000000",
      "size": "0.00847400",
      "timestamp": 1566407875440
    }
  ]
}

SSE Streaming

HTTP request (SSE Streaming)

GET https://cloud-sse.iexapis.com/stable/cryptoBook?symbols={symbol}&token={YOUR_TOKEN}

curl SSE example

curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/cryptoBook\?symbols\=btcusd\&token\=YOUR_TOKEN

JSON response (SSE)

[
  {
    "bid":[
      {
        "price":"0.01",
        "size":"112041.1",
        "timestamp":1566226856910
      },
      {
        "price":"0.02",
        "size":"17960",
        "timestamp":1566226856910
      },
      ...
    ],
    "symbol":"BTCUSD",
    "ask":[
      {
        "price":"10847.07",
        "size":"0.00003975",
        "timestamp":1566226861013
      },
      {
        "price":"10849.63",
        "size":"0.00003975",
        "timestamp":1566226861017
      },
      ...
    ]
  }
]

Data Weighting

10 per symbol per update

Data Timing

Real-time

Data Schedule

continuous

Data Source(s)

Gemini Bitstamp Crypto Provider

Examples

REST

SSE Streaming

Path Parameters

Option Details
symbol Valid cryptocurrency symbol

Response Attributes

Key Type Description
symbol string The symbol of the cryptocurrency
side object Either bid or ask
price string The price of the bid or ask
size string The total quantity remaining at the price
timestamp string Epoch timestamp of when the price level was last updated

Cryptocurrency Events

This returns a streaming list of event updates such as new and canceled orders.

HTTP request (SSE Streaming)

GET https://cloud-sse.iexapis.com/stable/cryptoEvents?symbols={symbol}&token={YOUR_TOKEN}

curl SSE example

curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/cryptoEvents\?symbols\=btcusd\&token\=YOUR_TOKEN

JSON response

[
  {
    "symbol":"BTCUSD",
    "eventType":"change",
    "timestamp":1566314252386,
    "reason":"cancel",
    "price":"10621.50",
    "size":"0",
    "side":"bid"
  }
]

Data Weighting

2 per symbol per event

Data Timing

Real-time

Data Schedule

continuous

Data Source(s)

Gemini Bitstamp Crypto Provider

Examples

Path Parameters

Option Details
symbol Valid cryptocurrency symbol

Response Attributes

Key Type Description
symbol string The symbol of the cryptocurrency
eventType string Either change, trade, block_trade, or auction, to indicate why the type of event
timestamp number Epoch timestamp of when the event occurred
reason string Either place, trade, cancel, or initial, to indicate why the change has occurred. initial is for the initial response message, which will show the entire existing state of the order book
price string The price this trade executed at when reason is trade, otherwise it is the price of the bid or the ask
size string The size of the trade when reason is trade, otherwise it is the remaining volume at that price
side string Either bid or ask

Cryptocurrency Price

This returns the price for a specified cryptocurrency.

HTTP request

GET /crypto/{symbol}/price

JSON response

{
  "price": "10660.00",
  "symbol": "BTCUSD"
}

Data Weighting

1

Data Timing

Real-time

Data Schedule

continuous

Data Source(s)

Gemini Bitstamp Crypto Provider

Available Methods

GET /crypto/{symbol}/price

Examples

Path Parameters

Option Details
symbol Valid cryptocurrency symbol

Response Attributes

Key Type Description
price string The price of the cryptocurrency
symbol string The symbol of the cryptocurrency

Cryptocurrency Quote

This returns the quote for a specified cryptocurrency. Quotes are available via REST and SSE Streaming.

REST

HTTP request

GET /crypto/{symbol}/quote

JSON response

{
  "symbol": "BTCUSDT",
  "sector": "cryptocurrency",
  "calculationPrice": "realtime",
  "latestPrice": "10689.54000000",
  "latestSource": "Real time price",
  "latestUpdate": 1566249085120,
  "latestVolume": null,
  "bidPrice": "10691.17000000",
  "bidSize": "0.02080400",
  "askPrice": "10693.94000000",
  "askSize": "0.09739300",
  "high": null,
  "low": null,
  "previousClose": null
}

SSE Streaming

HTTP request (SSE Streaming)

GET https://cloud-sse.iexapis.com/stable/cryptoQuotes?symbols={symbol}&token={YOUR_TOKEN}

curl SSE example

curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/cryptoQuotes\?symbols\=btcusdt\&token\=YOUR_TOKEN

JSON response (SSE)

[
  { 
    "symbol": "BTCUSDT",
    "sector": "cryptocurrency",
    "calculationPrice": "realtime",
    "latestPrice": "10691.20000000",
    "latestSource": "Real time price",
    "latestUpdate": 1566307331358,
    "latestVolume": null,
    "bidPrice": "10690.07000000",
    "bidSize": "1.34898500",
    "askPrice": "10692.55000000",
    "askSize": "0.02057300",
    "high": null,
    "low": null,
    "previousClose": null
  },
]

Data Weighting

2

Data Timing

Real-time

Data Schedule

continuous

Data Source(s)

Gemini Bitstamp Crypto Provider

Available Methods

GET /crypto/{symbol}/quote

Examples

REST

SSE Streaming

Path Parameters

Option Details
symbol Valid cryptocurrency symbol

Response Attributes

Key Type Description
symbol string The symbol of the cryptocurrency
sector string This will always return cryptocurrency
calculationPrice string This will always return realtime
high string The high of the cryptocurrency within the last 24 hours
low string The low of the cryptocurrency within the last 24 hours
latestPrice string The latest price for this cryptocurrency
latestSource string This will always be Real time price - this is a colloquial representation of calculationPrice
latestUpdate number Epoch timestamp of when the price was last updated
latestVolume string 24 hour trailing volume
previousClose string The price of the cryptocurrency 24 hours ago
bidPrice string The current bid price
bidSize string The current size of the bid
askPrice string The current ask price
askSize string The current size of the ask

Forex / Currencies

Real-time Streaming

This endpoint streams real-time foreign currency exchange rates.

SSE Streaming Example (Paid subscriptions only)

# Updates up to 4 times per second
curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/forex\?symbols\=USDCAD\&token\=YOUR_TOKEN

# Updates no more than once per second
curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/forex1Second\?symbols\=USDCAD\&token\=YOUR_TOKEN

# Updates no more than once per 5 seconds
curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/forex5Second\?symbols\=USDCAD\&token\=YOUR_TOKEN

# Updates no more than once per 1 minute
curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/forex1Minute\?symbols\=USDCAD\&token\=YOUR_TOKEN

# Firehose all news (Only Scale and Business plans)
curl --header 'Accept: text/event-stream' https://cloud-sse.iexapis.com/stable/forex\?token\=YOUR_TOKEN

JSON response

{
  "symbol": "USDCAD",
  "rate": 1.31,
  "timestamp":  1288282222000
}

Data Weighting

500 per symbol per update

Data Timing

Real-time

Data Schedule

5pm Sun-4pm Fri UTC

Data Source(s)

360T

Notes

Only included with paid subscription plans

Query Parameters

Parameter Description
symbols The base currency code which will be used for rates

Response Attributes

Key Type Description
symbol string  symbol for the corresponding forex currency pair
rate number  corresponding rate for the given currency pair
timestamp number  epoch timestamp of the given rate

Latest Currency Rates

This endpoint returns real-time foreign currency exchange rates data updated every 250 milliseconds.

HTTP request

GET /fx/latest

JSON response

[ 
  {
    "symbol": "USDCAD",
    "rate": 1.31,
    "timestamp":  1288282222000
  },
  {
    "symbol": "USDGBP",
    "rate": 0.755,
    "timestamp":  1288282222000
  },
  {
    "symbol": "USDJPY",
    "rate": 100.43,
    "timestamp":  1288282222000
  },
//...
]

Data Weighting

500 per symbol per rate

Data Timing

Realtime

Data Schedule

5pm Sun-4pm Fri UTC

Data Source(s)

360T

Notes

Only included with paid subscription plans

Available Methods

GET /fx/latest

Examples

Query Parameters

Parameter Description
symbols The base currency code which will be used for rates

Response Attributes

Key Type Description
symbol string  symbol for the corresponding forex currency pair
rate number  corresponding rate for the given currency pair
timestamp number  epoch timestamp of the given rate

Currency Conversion

This endpoint performs a conversion from one currency to another for a supplied amount of the base currency. If an amount isn’t provided, the latest exchange rate will be provided and the amount will be null.

HTTP request

GET /fx/convert

JSON response

[ 
  {
    "symbol": "USDCAD",
    "rate": 1.31,
    "timestamp":  1288282222000,
    "amount": 95.63
  },
  {
    "symbol": "USDGBP",
    "rate": 0.755,
    "timestamp":  1288282222000,
    "amount": 56.113
  },
  {
    "symbol": "USDJPY",
    "rate": 100.43,
    "timestamp":  1288282222000,
    "amount": 7331.39
  },
//...
]

Data Weighting

500 per symbol per conversion

Data Timing

Realtime

Data Schedule

5pm Sun-4pm Fri UTC

Data Source(s)

360T

Notes

Only included with paid subscription plans

Available Methods

GET /fx/convert

Examples

Query Parameters

Parameter Description
symbols The base currency code which will be used for rates
amount The decimal amount to convert from one currency to another

Response Attributes

Key Type Description
symbol string  symbol for the corresponding forex currency pair
rate number  corresponding rate for the given currency pair
timestamp number  epoch timestamp of the given rate
amount number  amount of the converted currency, will return null if not specified

Historical Daily

This endpoint returns a daily value for the desired currency pair.

HTTP request

GET /fx/historical

JSON response

[
  [
    {
      "date": "2019-10-06",
      "symbol": "EURUSD",
      "timestamp": 1570406389000,
      "rate": 1.09834
    },
    {
      "date": "2019-10-07",
      "symbol": "EURUSD",
      "timestamp": 1570492793000,
      "rate": 1.09726
    },
  //...
  ],
  [
    {
      "date": "2019-10-06",
      "symbol": "GBPUSD",
      "timestamp": 1570406397000,
      "rate": 1.23347
    },
    {
      "date": "2019-10-07",
      "symbol": "GBPUSD",
      "timestamp": 1570492798000,
      "rate": 1.22885
    },
  //...
  ],
  //...
]

Data Weighting

100,000 per symbol per date

Data Timing

End of day

Data Schedule

1am Mon-Sat UTC

Data Source(s)

360T

Notes

Only included with paid subscription plans

Available Methods

GET /fx/historical

Examples

Query Parameters

Parameter Details
symbols Required.
• The desired currency pairs to get time series data for.
If no date or date range is specified, the last record in the series will be returned.
from Optional.
• Returns data on or after the given from date. Format YYYY-MM-DD. Used together with the to parameter to define a date range.
to Optional.
• Returns data on or before the given to date. Format YYYY-MM-DD
on Optional.
• Returns data on the given date. Format YYYY-MM-DD
last Optional.
• Returns the latest n number of records in the series
first Optional.
• Returns the first n number of records in the series
filter Optional.
• The standard filter parameter. Filters return data to the specified comma delimited list of keys (case-sensitive)
format Optional.
• The standard format parameter. Returns data as JSON by default. See the data format section for supported types.

Response Attributes

Key Type Description
date string the date of the given rate in the format of YYYY-MM-DD
symbol string  symbol for the corresponding forex currency pair
rate number  corresponding rate for the given currency pair
timestamp number  epoch timestamp of the given rate

Options

End of Day Options

Returns end of day options data

HTTP request

# Look up available expiration dates
GET /stock/{symbol}/options

JSON response

[
  "20201204",
  "20201211",
  "20201218",
  "20201231",
  "20210108",
  "20210115",
  "20210219",
  "20210319",
  "20210416",
  "20210618",
  "20210716",
  "20210917",
  "20220121",
  "20220617",
  "20220916",
  "20230120"
]

HTTP request

# Get options data
GET /stock/{symbol}/options/{expiration}/{optionSide?}

JSON response

[
  {
    "ask": 0.1,
    "bid": 0.05,
    "cfiCode": "OPAXXX",
    "close": 0.05,
    "closingPrice": 0.05,
    "contractDescription": "CVM Option Put 18/12/2020 2.5 on Ordinary Shares",
    "contractName": "Cel-Sci Corp",
    "contractSize": 100,
    "currency": "USD",
    "exchangeCode": null,
    "exchangeMIC": null,
    "exerciseStyle": "A",
    "expirationDate": "20201218",
    "figi": "BBG00PZWYFY7",
    "high": 0.1,
    "isAdjusted": false,
    "lastTradeDate": "2020-11-25",
    "lastTradeTime": "20:24:13",
    "lastUpdated": "2020-11-29",
    "low": 0.05,
    "marginPrice": 0,
    "open": 0.1,
    "openInterest": 2039,
    "settlementPrice": 0,
    "side": "put",
    "strikePrice": 3,
    "symbol": "CVM",
    "type": "equity",
    "volume": 17,
    "id": "CVM20201218P00003000",
    "key": "CVM",
    "subkey": "CVM20201218P00003000",
    "date": 1606262400000,
    "updated": 1606739117000
  },
  // { ... }
]

Data Weighting

1,000 per symbol per expiration date
1 per date lookup

Data Timing

End of day

Data Schedule

9:30am ET Mon-Fri

Data Source(s)

IEX Cloud

Notes

Only included with paid subscription plans

Due to requirements from OPRA, EOD prices are not available until 9:30am ET of the next trading day. This means Friday prices cannot be published until the open on Monday.

Available Methods

GET /stock/{symbol}/options/{expiration}/{optionSide?}

Examples

Lookup available expiration dates for a symbol

Path Parameters

Option Details
symbol valid symbol
expiration expiration date as YYYYMMDD. Optional. If not passed, the call will return all available expiration dates for the symbol.
optionSide Optional.
• put or call will return just those types of contracts.

Response Attributes

This endpoint inherits common keys from Time Series.

Key Type Description
ask number Last ask price of the day
bid number Last bid price of the day
cfiCode string CFI code for determining what the contract is
close number The contract close price
closingPrice number The contract close price
contractDescription string English description of the contract
contractName string OCC options contract symbol
contractSize number The number of units for the contract expressed in the unit of measure
currency string ISO currency code for the contract
exchangeCode number Exchange symbol or ticker for the contract
exchangeMIC number MIC (Marker segment)
exerciseStyle string Exercise type for options.
A = American, E = European, X = Not applicable
expirationDate string The contract expiry date
figi string Financial Instrument Global Identifier (FIGI, formerly BBGID) for the contract if available
high number The contract high price for the day
isAdjusted boolean This will be true in instances where the option has been adjusted such that it is not a straightforward vanilla options contract. This is usually due to a corporate action or event such as an acquisition, merger, special dividend, stock split, reverse split, or spin off The ids for any contract that is flagged as adjusted will also end with _adj
lastTradeDate string Date of close formatted YYYY-MM-DD
lastTradeTime string Time of close formatted HH:MM:SS
lastUpdated string Date data was last updated formatted YYYY-MM-DD
low number The contract low price for the day
marginPrice number The exchange published price for margin calculations
open number The contract open price
openInterest number The total number of derivative contracts that have not been settled
settlementPrice number Not in use. Applies to futures contracts only.
side string call or put
strikePrice number Exercise price for option. Zero filled if not needed.
symbol string Associated symbol or ticker
type string equity or index
volume number The number of contracts transacted in the day or session
id string The dataset ID.
Inherited from time-series common.
source string Source of the data if available.
Inherited from time-series common.
key string The requested dataset key.
Inherited from time-series common.
subkey string The requested dataset subkey.
Inherited from time-series common.
date number The date field of the time series as epoch timestamp.
Inherited from time-series common.
updated number The time data was last updated as epoch timestamp.
Inherited from time-series common.

CEO Compensation

CEO Compensation

This endpoint provides CEO compensation for a company by symbol.

HTTP request

GET /stock/{symbol}/ceo-compensation

JSON response

// Daily
{
    "symbol": "AVGO",
    "name": "Hock E. Tan",
    "companyName": "Broadcom Inc.",
    "location": "Singapore, Asia",
    "salary": 1100000,
    "bonus": 0,
    "stockAwards": 98322843,
    "optionAwards": 0,
    "nonEquityIncentives": 3712500,
    "pensionAndDeferred": 0,
    "otherComp": 75820,
    "total": 103211163,
    "year": "2017"
}

Data Weighting

20 per symbol

Data Timing

End of day

Data Schedule

1am daily

Data Source(s)

IEX Cloud

Notes

Only included with paid subscription plans

Available Methods

GET /stock/{symbol}/ceo-compensation

Examples

Path Parameters

Option Description
symbol valid symbol

Response Attributes

Key Type Description
symbol string  Symbol of the company
name string  CEO name
companyName string  Name of the company
location string  Location of the company
salary number  Salary of the company CEO
bonus number  Bonus amount of the company CEO
stockAwards number 
optionAwards number 
nonEquityIncentives number 
pensionAndDeferred number 
otherComp number 
total number  Total compensation of the company CEO
year string  Fiscal year for the compensation data

Treasuries

Daily Treasury Rates

This endpoint provides the daily constant maturity rate for 30 year, 20 year, 10 year, 5 year, 2 year, 1 year, 6 month, 3 month, and 1 month treasuries.
History available since 1962.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

1.54

Time Series historical data

GET /time-series/treasury/{symbol?}

Plain Text Response

[
  {
    "value": 1.77,
    "id": "TREASURY",
    "source": "IEX Cloud",
    "key": "COMPOUT",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting

1,000 per symbol per date

Data Timing

End of day

Data Schedule

6am, 11pm UTC daily

Data Source(s)

Board of Governors of the Federal Reserve System (US)

Notes

This endpoint uses the generic data points endpoint

This endpoint uses the generic time series endpoint

Available Methods

GET /data-points/market/{symbol}
GET /time-series/treasury/{symbol}

Examples

Path Parameters

Option Value Description
symbol DGS30 30 Year constant maturity rate
DGS20 20 Year constant maturity rate
DGS10 10 Year constant maturity rate
DGS5 5 Year constant maturity rate
DGS2 2 Year constant maturity rate
DGS1 1 Year constant maturity rate
DGS6MO 6 Month constant maturity rate
DGS3MO 3 Month constant maturity rate
DGS1MO 1 Month constant maturity rate

Commodities

Oil Prices

This endpoint provides historical oil prices.
History available since 1986.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

55.95

Time Series historical data

GET /time-series/energy/{symbol?}

Plain Text Response

[
  {
    "value": 1.77,
    "id": "ENERGY",
    "source": "IEX Cloud",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting

1,000 per symbol per date

Data Timing

Weekly

Data Schedule

6am UTC Friday

Data Source(s)

U.S. Energy Information Administration

Notes

Available Methods

GET /data-points/market/{symbol} GET /time-series/energy/{symbol?}

Examples

Path Parameters

Option Value Description
symbol DCOILWTICO Crude oil West Texas Intermediate - in dollars per barrel, not seasonally adjusted
DCOILBRENTEU Crude oil Brent Europe - in dollars per barrel, not seasonally adjusted

Natural Gas Price

This endpoint provides historical Henry Hub natural gas spot price.
History available since 1997.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

2.95

Time Series historical data

GET /time-series/energy/{symbol?}

Plain Text Response

[
  {
    "value": 1.77,
    "id": "ENERGY",
    "source": "IEX Cloud",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting

1,000 per symbol per date

Data Timing

Daily

Data Schedule

6am UTC Daily

Data Source(s)

U.S. Energy Information Administration

Notes

Available Methods

GET /data-points/market/{symbol} GET /time-series/energy/{symbol}

Examples

Path Parameters

Option Value Description
symbol DHHNGSP Henry Hub Natural Gas Spot Price - in dollars per million BTU, not seasonally adjusted

Heating Oil Prices

This endpoint provides historical heating oil prices.
History available since 1986.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

2.95

Time Series historical data

GET /time-series/energy/{symbol?}

Plain Text Response

[
  {
    "value": 1.77,
    "id": "ENERGY",
    "source": "IEX Cloud",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting

1,000 per symbol per date

Data Timing

Daily

Data Schedule

6am UTC Daily

Data Source(s)

U.S. Energy Information Administration

Notes

Available Methods

GET /data-points/market/{symbol} GET /time-series/energy/{symbol?}

Examples

Path Parameters

Option Value Description
symbol DHOILNYH No. 2 Heating Oil New York Harbor - in dollars per gallon, not seasonally adjusted

Jet Fuel Prices

This endpoint provides historical kerosene type jet fuel prices.
Historical data available since 1990.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

2.95

Time Series historical data

GET /time-series/energy/{symbol?}

Plain Text Response

[
  {
    "value": 1.77,
    "id": "ENERGY",
    "source": "IEX Cloud",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting

1,000 per symbol per date

Data Timing

Daily

Data Schedule

6am UTC Daily

Data Source(s)

U.S. Energy Information Administration

Notes

Available Methods

GET /data-points/market/{symbol} GET /time-series/energy/{symbol?}

Examples

Path Parameters

Option Value Description
symbol DJFUELUSGULF Kerosense Type Jet Fuel US Gulf Coast - in dollars per gallon, not seasonally adjusted

Diesel Price

This endpoint provides historical US diesel sales price.
History available since 1994.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

3.15

Time Series historical data

GET /time-series/energy/{symbol?}

Plain Text Response

[
  {
    "value": 1.77,
    "id": "ENERGY",
    "source": "IEX Cloud",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting

1,000 per symbol per date

Data Timing

Weekly

Data Schedule

6am UTC

Data Source(s)

U.S. Energy Information Administration

Notes

Available Methods

GET /data-points/market/{symbol} GET /time-series/energy/{symbol?}

Examples

Path Parameters

Option Value Description
symbol GASDESW US Diesel Sales Price - in dollars per gallon, not seasonally adjusted

Gas Prices

This endpoint provides historical US conventional gas prices.
History available since 1990.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

3.15

Time Series historical data

GET /time-series/energy/{symbol?}

Plain Text Response

[
  {
    "value": 1.77,
    "id": "ENERGY",
    "source": "IEX Cloud",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting

1,000 per symbol per date

Data Timing

Weekly

Data Schedule

6am UTC

Data Source(s)

U.S. Energy Information Administration

Notes

Available Methods

GET /data-points/market/{symbol} GET /time-series/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol GASREGCOVW US Regular Conventional Gas Price - in dollars per gallon, not seasonally adjusted
GASMIDCOVW US Midgrade Conventional Gas Price - in dollars per gallon, not seasonally adjusted
GASPRMCOVW US Premium Conventional Gas Price - in dollars per gallon, not seasonally adjusted

Propane Prices

This endpoint provides historical propane prices.
History available since 1992.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

2.95

Time Series historical data

GET /time-series/energy/{symbol?}

Plain Text Response

[
  {
    "value": 1.77,
    "id": "ENERGY",
    "source": "IEX Cloud",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting

1,000 per symbol per date

Data Timing

Daily

Data Schedule

6am UTC Daily

Data Source(s)

U.S. Energy Information Administration

Notes

Available Methods

GET /data-points/market/{symbol} GET /time-series/energy/{symbol?}

Examples

Path Parameters

Option Value Description
symbol DPROPANEMBTX Propane Prices Mont Belvieu Texas - in dollars per gallon, not seasonally adjusted

Economic Data

CD Rates

This endpoint provides jumbo and non-jumbo CD rates.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

2.5

Data Weighting

1,000 per symbol per date

Data Timing

Weekly

Data Schedule

6am UTC Friday

Data Source(s)

Federal Deposit Insurance Corporation

Notes

This endpoint uses the generic data points endpoint

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol MMNRNJ CD Rate Non-Jumbo less than $100,000 Money market
MMNRJD CD Rate Jumbo more than $100,000 Money market

Consumer Price Index

This endpoint provides the consumer price index for all urban consumers

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

2.5

Data Weighting

1,000 per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System (US)

Notes

This endpoint uses the generic data points endpoint

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol CPIAUCSL Consumer Price Index All Urban Consumers

Credit Card Interest Rate

This endpoint provides the commercial bank credit card interest rate

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

15.1

Data Weighting

1,000 per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System (US)

Notes

This endpoint uses the generic data points endpoint

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol TERMCBCCALLNS Commercial bank credit card interest rate as a percent, not seasonally adjusted

Federal Fund Rates

This endpoint provides the effective federal funds rate

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

2.5

Data Weighting

1,000 per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System (US)

Notes

This endpoint uses the generic data points endpoint

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol FEDFUNDS Effective federal funds rate

Real GDP

This endpoint provides the real gross domestic product.
History available since 1947.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

2.5

Time Series historical data

GET /time-series/economic/{symbol?}

Plain Text Response

[
  {
    "value": 1.77,
    "id": "ECONOMIC",
    "source": "IEX Cloud",
    "key": "DGS10",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting

1,000 per symbol per date

Data Timing

Quarterly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System (US)

Notes

This endpoint uses the generic data points endpoint

This endpoint uses the generic time series endpoint

Available Methods

GET /data-points/market/{symbol}
GET /time-series/economic/{symbol}

Examples

Path Parameters

Option Value Description
symbol A191RL1Q225SBEA Real Gross Domestic Product

Institutional Money Funds

This endpoint provides weekly institutional money funds

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

2,195

Data Weighting

1,000 per symbol per date

Data Timing

Weekly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System

Notes

This endpoint uses the generic data points endpoint

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol WIMFSL Institutional money funds returned as billions of dollars, seasonally adjusted

Initial Claims

This endpoint provides the initial claims 4-week moving average

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

210,000

Data Weighting

1,000 per symbol per date

Data Timing

Weekly ending Saturday

Data Schedule

6am UTC

Data Source(s)

U.S. Employment and Training Administration

Notes

This endpoint uses the generic data points endpoint

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol IC4WSA Returned as a number, seasonally adjusted

Industrial Production Index

This endpoint provides the industrial production index

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

2.5

Data Weighting

1,000 per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System (US)

Notes

This endpoint uses the generic data points endpoint

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol INDPRO Industrial Production Index

Mortgage Rates

This endpoint provides fixed and adjustable mortgage rates.
History available since 1971.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

2.5

Time Series historical data

GET /time-series/economic/{symbol?}

Plain Text Response

[
  {
    "value": 1.77,
    "id": "ECONOMIC",
    "source": "IEX Cloud",
    "key": "DGS10",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting

1,000 per symbol per date

Data Timing

Weekly

Data Schedule

6am UTC Friday

Data Source(s)

Freddie Mac

Notes

This endpoint uses the generic data points endpoint

This endpoint uses the generic time series endpoint

Available Methods

GET /data-points/market/{symbol}
GET /time-series/economic/{symbol?}

Examples

Path Parameters

Option Value Description
symbol MORTGAGE30US US 30-Year fixed rate mortgage average
MORTGAGE15US US 15-Year fixed rate mortgage average
MORTGAGE5US US 5/1-Year adjustable rate mortgage average

Total Housing Starts

This endpoint provides total US, privately owned housing starts.
History available since 1959.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

2000

Time Series historical data

GET /time-series/economic/{symbol?}

Plain Text Response

[
  {
    "value": 1.77,
    "id": "ECONOMIC",
    "source": "IEX Cloud",
    "key": "DGS10",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting

1,000 per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

U.S. Census Bureau and U.S. Department of Housing and Urban Development

Notes

This endpoint uses the generic data points endpoint

This endpoint uses the generic time series endpoint

Available Methods

GET /data-points/market/{symbol}
GET /time-series/economic/{symbol?}

Examples

Path Parameters

Option Value Description
symbol HOUST Total Housing Starts in thousands of units, seasonally adjusted annual rate

Total Payrolls

This endpoint provides total nonfarm payrolls

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

160000

Data Weighting

1,000 per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

U.S. Bureau of Labor Statistics

Notes

This endpoint uses the generic data points endpoint

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol PAYEMS Total nonfarm employees in thousands of persons seasonally adjusted

Total Vehicle Sales

This endpoint provides total vehicle sales

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

15.5

Data Weighting

1,000 per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

U.S. Bureau of Economic Analysis

Notes

This endpoint uses the generic data points endpoint

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol TOTALSA Total Vehicle Sales in millions of units

Retail Money Funds

This endpoint provides weekly retail money funds

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

999

Data Weighting

1,000 per symbol per date

Data Timing

Weekly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System

Notes

This endpoint uses the generic data points endpoint

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol WRMFSL Retail money funds returned as billions of dollars, seasonally adjusted

Unemployment Rate

This endpoint provides the civilian unemployment rate.
History available since 1948.

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

3.2

Time Series historical data

GET /time-series/economic/{symbol?}

Plain Text Response

[
  {
    "value": 1.77,
    "id": "ECONOMIC",
    "source": "IEX Cloud",
    "key": "DGS10",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting

1,000 per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

U.S. Bureau of Labor Statistics

Notes

This endpoint uses the generic data points endpoint

This endpoint uses the generic time series endpoint

Available Methods

GET /data-points/market/{symbol}
GET /time-series/economic/{symbol?}

Examples

Path Parameters

Option Value Description
symbol UNRATE Unemployment rate returned as a percent, seasonally adjusted

US Recession Probabilities

This endpoint provides smoothed US recession probabilities

HTTP request

GET /data-points/market/{symbol}

Plain Text Response

.37

Data Weighting

1,000 per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

U.S. Bureau of Economic Analysis

Notes

This endpoint uses the generic data points endpoint

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol RECPROUSM156N US Recession Probabilities. Smoothed recession probabilities for the United States are obtained from a dynamic-factor markov-switching model applied to four monthly coincident variables: non-farm payroll employment, the index of industrial production, real personal income excluding transfer payments, and real manufacturing and trade sales.

Reference Data

Returns an array of symbols up to the top 10 matches. Results will be sorted for relevancy. Search currently defaults to equities only, where the symbol returned is supported by endpoints listed under the Stocks category.

HTTP request

GET /search/{fragment}

JSON response

// GET /search/tsl
[
  {
    "symbol": "TSLA-SE",
    "cik": "0001318605",
    "securityName": "",
    "securityType": "SHARE",
    "region": "CH",
    "exchange": "SWX",
    "sector": "Manufacturing"
  },
  {
    "symbol": "TSLA-RM-RX",
    "cik": "0001318605",
    "securityName": "",
    "securityType": "SHARE",
    "region": "RU",
    "exchange": "MIC",
    "sector": "Manufacturing"
  },
  {
    "symbol": "TSLA-MM",
    "cik": "0001318605",
    "securityName": "",
    "securityType": "SHARE",
    "region": "MX",
    "exchange": "MEX",
    "sector": "Manufacturing"
  },
  {
    "symbol": "TSLA-AV",
    "cik": "0001318605",
    "securityName": "",
    "securityType": "SHARE",
    "region": "AT",
    "exchange": "WBO",
    "sector": "Manufacturing"
  },
  {
    "symbol": "TSLA",
    "cik": "0001318605",
    "securityName": "Tesla Inc",
    "securityType": "SHARE",
    "region": "US",
    "exchange": "NAS",
    "sector": "Manufacturing"
  },
  {
    "symbol": "TSLTF",
    "cik": "0001144800",
    "securityName": "",
    "securityType": "PREF",
    "region": "US",
    "exchange": "PINX",
    "sector": "Utilities"
  },
  {
    "symbol": "TSLX",
    "cik": "0001508655",
    "securityName": "Sixth Street Specialty Lending Inc",
    "securityType": "SHARE",
    "region": "US",
    "exchange": "NYS",
    "sector": "Finance and Insurance"
  },
  {
    "symbol": "TSLLF",
    "cik": null,
    "securityName": "",
    "securityType": "SHARE",
    "region": "US",
    "exchange": "PINX",
    "sector": "Manufacturing"
  },
  {
    "symbol": "TSL.ZW-ZH",
    "cik": null,
    "securityName": "TSL Limited",
    "securityType": "SHARE",
    "region": "ZW",
    "exchange": "ZIM",
    "sector": "Management of Companies and Enterprises"
  }
]

Data Weighting

1 per call (search)

Data Source(s)

Investors Exchange

Notes

Only included with paid subscription plans

Available Methods

GET /search/{fragment}

Examples

Path Parameters

Option Type Description
fragment string URL encoded search string. Currently search by symbol or security name.

Response Attributes

Key Type Description
symbol string Refers to the symbol represented in Nasdaq Integrated symbology (INET).
cik string Refers to the unique identifier for this data set, the Central Index Key (“CIK”) is used to identify entities that are regulated by the Securities and Exchange Commission (“SEC”).
securityName string Name of the security
securityType string Refers to the common issue type
ad - ADR
cs - Common Stock
cef - Closed End Fund
et - ETF
oef - Open Ended Fund
ps - Preferred Stock
rt - Right
struct - Structured Product
ut - Unit
wi - When Issued
wt - Warrant
empty - Other
region string Refers to the country code for the symbol using ISO 3166-1 alpha-2
exchange string Refers to Exchange using IEX Supported Exchanges list
sector string Refers to the sector the security belongs to.

Cryptocurrency Symbols

This provides a full list of supported cryptocurrencies by IEX Cloud.

HTTP request

GET /ref-data/crypto/symbols

JSON response

[
  {
    "symbol": "BTCUSD",
    "name": "Bitcoin to USD",
    "exchange": null,
    "date": "2019-08-19",
    "type": "crypto",
    "iexId": null,
    "region": "US",
    "currency": "USD",
    "isEnabled": true
  },
  {
    "symbol": "ETHUSD",
    "name": "Ethereum to USD",
    "exchange": null,
    "date": "2019-08-19",
    "iexId": null,
    "type": "crypto",
    "region": "US",
    "currency": "USD",
    "isEnabled": true
  },
  ...
]

Data Weighting

1

Data Schedule

8AM UTC daily

Data Source(s)

Gemini Crypto Provider

Available Methods

GET /ref-data/crypto/symbols

Examples

Response Attributes

Key Type Description
symbol string The symbol of the cryptocurrency
name string The name of the cryptocurrency
exchange string Will return null for cryptocurrency, this field is present to maintain consistency with other ref data endpoints
iexId string Will return null for cryptocurrency, this field is present to maintain consistency with other ref data endpoints
currency string The currency in which this symbol will be quoted in. For example, BTCUSD will be in the currency of “USD”
date string The last time we as IEX updated it
type string The type of the symbol – defaults to “crypto”
isEnabled boolean Whether or not the cryptocurrency is currently live and updating
region string The region in which this cryptocurrency comes from – defaults to “US”

FX Symbols

This call returns a list of supported currencies and currency pairs.

HTTP request

GET /ref-data/fx/symbols

JSON response

{
  "currencies": [
    {
      "code": "USD",
      "name": "U.S. Dollar"
    },
  //...
  ],
  "pairs": [
    { 
      "fromCurrency": "EUR",
      "toCurrency": "USD",
      "symbol": "EURUSD"
    }, 
  //...
  ]
}

Data Weighting

1 per call

Data Timing

End of day

Data Schedule

7am, 9am, UTC daily

Data Source(s)

360T

Notes

Only available to paid plans.

Available Methods

GET /ref-data/fx/symbols

Examples

Response Attributes

Key Type Description
currencies array Array of currencies. Each currency is an object containing a code and name as strings.
pairs array Array of supported currency pairs. Each pair is an object containing from code and to code.

IEX Symbols

This call returns an array of symbols the Investors Exchange supports for trading. This list is updated daily as of 7:45 a.m. ET. Symbols may be added or removed by the Investors Exchange after the list was produced.

HTTP request

GET /ref-data/iex/symbols

JSON response

[
  {
    "symbol": "A",
    "date": "2017-04-19",
    "isEnabled": true,
  },
  {
    "symbol": "AA",
    "date": "2017-04-19",
    "isEnabled": true,
  }
]

Data Weighting

Free

Data Timing

End of day

Data Schedule

8am, 9am, 12pm, 1pm UTC daily

Data Source(s)

Investors Exchange

Available Methods

GET /ref-data/iex/symbols

Query String Parameters

Option Details
format Optional.
• Value can only be csv
• When parameter is not present, format defaults to JSON

Response Attributes

Key Description
symbol Refers to the symbol represented in Nasdaq Integrated symbology (INET).
date Refers to the date the symbol reference data was generated.
isEnabled will be true if the symbol is enabled for trading on IEX.

International Symbols

This call returns an array of international symbols that IEX Cloud supports for API calls.

HTTP request

GET /ref-data/region/{region}/symbols
GET /ref-data/exchange/{exchange}/symbols

JSON response

[
  {
    "symbol": "A.V",
    "exchange": "TSX",
    "name": "Armor Minerals Inc.",
    "date": "2019-03-12",
    "type": "cs",
    "iexId": "IEX_4656374258322D52",
    "region": "CA",
    "currency": "CAD",
    "isEnabled": true
  },
  {
    "symbol": "AA.V",
    "exchange": "TSX",
    "name": "Alba Minerals Ltd.",
    "date": "2019-03-12",
    "type": "cs",
    "iexId": "IEX_4E44474238422D52",
    "region": "CA",
    "currency": "CAD",
    "isEnabled": true
  }
]

Data Weighting

100 per call

Data Timing

End of day

Data Schedule

8am, 9am, 12pm, 1pm UTC daily

Data Source(s)

IEX Cloud Investors Exchange

Notes

Currently International symbols only have End of Day prices.

Available Methods

GET /ref-data/region/{region}/symbols
GET /ref-data/exchange/{exchange}/symbols

Examples

Path Parameters

Option Details
region • Required.
• 2 letter case insensitive string of country codes using ISO 3166-1 alpha-2
exchange • Required.
• Case insensitive string of Exchange using IEX Supported Exchanges list

Query String Parameters

Option Details
format Optional.
• Value can only be csv
• When parameter is not present, format defaults to JSON

Response Attributes

Key Description
symbol Refers to the symbol
exchange Refers to Exchange using IEX Supported Exchanges list
name Refers to the name of the company or security.
date Refers to the date the symbol reference data was generated.
isEnabled will be true if the symbol is trading.
type Refers to the common issue type
ad - ADR
cs - Common Stock
cef - Closed End Fund
et - ETF
oef - Open Ended Fund
ps - Preferred Stock
rt - Right
struct - Structured Product
ut - Unit
wi - When Issued
wt - Warrant
empty - Other
region Refers to the region of the world the symbol is in
currency Refers to the currency the symbol is traded in
iexId unique ID applied by IEX to track securities through symbol changes.

International Exchanges

Returns an array of exchanges.

HTTP request

GET /ref-data/exchanges

JSON response

[
  {
    "exchange": "ADS",
    "region": "AE",
    "description": "Abu Dhabi Securities Exchange",
    "mic": "XADS",
    "exchangeSuffix": "-DH"
  }
]

Data Weighting

1 per call

Data Timing

End of day

Data Schedule

8am, 9am, 12pm, 1pm UTC daily

Data Source(s)

Investors Exchange

Available Methods

GET /ref-data/exchanges

Examples

Query String Parameters

Option Details
format Optional.
• Value can only be csv
• When parameter is not present, format defaults to JSON

Response Attributes

Key Type Description
exchange string Exchange abbreviation
region string 2 letter case insensitive string of country codes using ISO 3166-1 alpha-2
description string Full name of the exchange.
mic string Market Identifier Code using ISO 10383
exchangeSuffix string Exchange Suffix to be added for symbols on that exchange

ISIN Mapping

Helper call to convert ISIN to IEX Cloud symbols. Note that due to licensing restrictions we are unable to return the ISIN.

HTTP request

GET /ref-data/isin

JSON response

[
    {
        "symbol" : "foo",
        "exchange" : "NAS",
        "region" : "US"
    }
]

Data Weighting

100 per call

Data Source(s)

Primary Data Partner

Available Methods

GET /ref-data/isin

Examples

Query Parameters

Key Type Description
isin string ISIN number. Pass up to 100 comma delimited ISINs per call.

Response Attributes

Key Type Description
symbol string The ticker
exchange string An identifier of where the symbol is listed
region string The geographic identifier where the symbol is listed

FIGI Mapping

Helper call to convert FIGI to IEX Cloud symbols. Note that due to licensing restrictions we are unable to return the FIGI.

HTTP request

GET /ref-data/figi

JSON response

[
    {
        "symbol" : "foo",
        "exchange" : "NAS",
        "region" : "US"
    }
]

Data Weighting

100 per call

Data Source(s)

Primary Data Partner

Available Methods

GET /ref-data/figi

Examples

Query Parameters

Key Type Description
figi string FIGI Composite. Pass comma delimited FIGI to process more than one.

Response Attributes

Key Type Description
symbol string The ticker
exchange string An identifier of where the symbol is listed
region string The geographic identifier where the symbol is listed
iexId string

Mutual Fund Symbols

This call returns an array of mutual fund symbols that IEX Cloud supports for API calls.

HTTP request

GET /ref-data/mutual-funds/symbols

JSON response

[
  {
    "symbol": "AAAAX",
    "name": "DWS Alternative Asset Allocation Fund Class A",
    "date": "2019-03-07",
    "type": "oef",
    "iexId": "IEX_4258444437432D52",
    "region": "US",
    "currency": "USD",
    "isEnabled": true
  },
]

Data Weighting

100 per call

Data Timing

End of day

Data Schedule

8am, 9am, 12pm, 1pm UTC daily

Data Source(s)

IEX Cloud Investors Exchange

Examples

Query String Parameters

Option Details
format Optional.
• Value can only be csv
• When parameter is not present, format defaults to JSON

Response Attributes

Key Description
symbol Refers to the symbol
name Refers to the name of the company or security.
date Refers to the date the symbol reference data was generated.
type Refers to the common issue type
OEF - Open Ended Fund
CEF - Closed Ended Fund
region Refers to the region of the world the symbol is in
currency Refers to the currency the symbol is traded in
iexId Unique ID applied by IEX to track securities through symbol changes.

Options Symbols

This call returns an object keyed by symbol with the value of each symbol being an array of available contract dates.

HTTP request

GET /ref-data/options/symbols

JSON response

{
  "DAL": [
    "201904",
    "201905",
    "201906",
    "201909",
    "201912",
    "202001",
    "202101"
  ],
  "RUSS": [
    "201905",
    "201906",
    "201909",
    "201912"
  ],

  //...
}

Data Weighting

100 per call

Data Timing

End of day

Data Schedule

10:00am ET Tue-Sat

Data Source(s)

IEX Cloud Investors Exchange

Notes

Only included with paid subscription plans

Available Methods

GET /ref-data/options/symbols

Examples

Response Attributes

Key Description
symbol Array of available contract date strings formatted as YYYYMM

OTC Symbols

This call returns an array of OTC symbols that IEX Cloud supports for API calls.

HTTP request

GET /ref-data/otc/symbols

JSON response

[
  {
    "symbol": "A",
    "name": "AGILENT TECHNOLOGIES INC",
    "date": "2019-01-01",
    "type": "cs",
    "iexId": "IEX_46574843354B2D52"
  },
]

Data Weighting

100 per call