This is IEX Cloud Legacy documentation. For the latest IEX Cloud, please visit the API Reference and Guides.

IEX Cloud Legacy API Docs

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

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

Third Party Requirements

The following third parties require displaying attributions and copyrights for using their data.

CityFALCON

Intraday News endpoint, Historical News endpoint, and News stream endpoints provided by © City Falcon Limited.

If you use the Intraday News endpoint, Historical News endpoint, or News stream, you must display the following attribution and copyright:

Attribution: Powered by CityFALCON via IEX Cloud
Copyright: © City Falcon Limited

Invezz

The Intraday News endpoint data, Historical News endpoint data, and News stream endpoints data provided by Invezz (invezz.com).

If you use the Intraday News endpoint, Historical News endpoint, or News stream, you must display the following attribution and copyright:

Attribution: Invezz data provided by IEX Cloud
Copyright: invezz.com

KWhen

The Intraday News endpoint data, Historical News endpoint data, and News stream endpoints data provided by Kwhen Inc.

If you use the Intraday News endpoint, Historical News endpoint, or News stream, you must display the following attribution and copyright:

Attribution: Kwhen Finance provided by IEX Cloud
Copyright: Kwhen Inc.

New Constructs

Balance Sheet endpoint, Cash Flow endpoint, Fundamental Valuations endpoint, and Fundamentals endpoint provided by New Constructs, LLC © All rights reserved.

If you use data from the Balance Sheet endpoint, Cash Flow endpoint, Fundamental Valuations endpoint, or Fundamentals endpoint, you must display the following attribution and copyright:

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

Wall Street Horizon

Premium Data Deprecated is provided by Wall Street Horizon, Inc.

If you use Premium Data Deprecated, you must display the following attribution and copyright:

Attribution: Wall Street Horizon, Inc.
Copyright: Wall Street Horizon, Inc.

UTP Plan

Intraday Prices endpoint, Largest Trades endpoint, Quote endpoint, Collections endpoint, and U.S. Stocks SSE Streaming endpoints provided by UTP Plan (utpplan.com). Intraday Prices endpoint, Largest Trades endpoint, Quote endpoint, Collections endpoint, and U.S. Stocks SSE Streaming endpoints delayed 15 minutes.

Any access to Intraday Prices endpoint, Largest Trades endpoint, Quote endpoint, Collections endpoint, or U.S. Stocks SSE Streaming endpoints must be separately approved by the UTP Plan Administrator prior to the provision of Intraday Prices endpoint, Largest Trades endpoint, Quote endpoint, Collections endpoint, or U.S. Stocks SSE Streaming endpoints by IEX Cloud, including the completion of a Vendor Agreement with the UTP Plan.

Refinitiv

Analyst Recommendations endpoint Deprecated, Earnings endpoint Deprecated, Estimates endpoint Deprecated, and Price Target endpoint Deprecated provided by ©Refinitiv, 2018. All rights reserved. Use, duplication, or sale of this service, or data contained herein, except as described in the IEX Cloud Terms of Service is strictly prohibited. The Refinitiv Kinesis Logo and Refinitiv are trademarks of Refinitiv and its affiliated companies in the United States and other countries and used herein under license.

Copyright © 2018, Refinitiv. All rights reserved. Refinitiv Holdings Limited (“Refinitiv”) and its affiliates are referred to below as “Refinitiv”.

The “Information Product” is any data or service provided by Refinitiv. Refinitiv or its third party providers own and retain all rights, title and interest, including but not limited to copyright, trademarks, patents, database rights, trade secrets, know-how, and all other intellectual property rights or forms of protection of similar nature or having equivalent effect, anywhere in the world, in the Information Product and user is not granted any proprietary interest therein or thereto. The Information Product constitutes confidential and trade secrets of Refinitiv or its third party providers. Display, performance, reproduction, distribution of, or creation of derivative works or improvements from Information Product in any form or manner is expressly prohibited, except to the extent expressly permitted hereunder, or otherwise, with the prior written permission of Refinitiv.

User may use the Information Product for internal purposes only. User may copy, paste and distribute internally only an insubstantial amount of the data contained in the Information Product provided that: (a) the distribution is incidental to or supports user’s business purpose; (b) the data is not distributed by user in connection with information vending or commercial publishing (in any manner or format whatsoever), not reproduced through the press or mass media or on the Internet; and © where practicable, clearly identifies Refinitiv or its third party providers as the source of the data. Data will be considered in “insubstantial amount” if such amount (a) has no independent commercial value; or (b) could not be used by the recipient as a substitute for any product or service (including any download service) provided by Refinitiv or a substantial part of it.

To the extent that the Information Product contains any third party data referred to in the General Restrictions/Notices page set forth on http://www.thomsonreuters.com/datause, the terms set forth on such General Restrictions/Notices page shall apply to user.

User acknowledges that access tocertain elements of the Information Product may cease or may be made subject to certain conditions by Refinitiv or upon the instructions of the third party provider of those elements. Upon termination or expiration of this user license, all rights granted hereunder shall immediately terminate and user shall cease to use the Information Product and delete or destroy all copies thereof in its possession or control.

NEITHER REFINITIV NOR ITS THIRD PARTY PROVIDERS WARRANT THAT THE PROVISION OF THE INFORMATION PRODUCT WILL BE UNINTERRUPTED, ERROR FREE, TIMELY, COMPLETE OR ACCURATE, NOR DO THEY MAKE ANY WARRANTIES AS TO THE RESULTS TO BE OBTAINED FROM USE OF THE SAME. USE OF THE INFORMATION PRODUCT AND RELIANCE THEREON IS AT USER’S SOLE RISK. NEITHER REFINITIV OR ITS THIRD PARTY PROVIDERS WILL IN ANY WAY BE LIABLE TO USER OR ANY OTHER ENTITY OR PERSON FOR THEIR INABILITY TO USE THE INFORMATION PRODUCT, OR FOR ANY INACCURACIES, ERRORS, OMISSIONS, DELAYS, COMPUTER VIRUS OR OTHER INFIRMITY OR CORRUPTION, DAMAGES, CLAIMS, LIABILITIES OR LOSSES, REGARDLESS OF CAUSE, IN OR ARISING FROM THE USE OF THE INFORMATION PRODUCT. THE INFORMATION PRODUCT IS PROVIDED ON AN “AS IS” BASIS AND WITHOUT WARRANTY OF ANY KIND. NO WARRANTIES EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, INFRINGEMENT OR OTHERWISE IS PROVIDED HEREUNDER.

IN NO EVENT WILL REFINITIV OR ITS THIRD PARTY PROVIDERS BE LIABLE FOR ANY DAMAGES, INCLUDING WITHOUT LIMITATION DIRECT OR INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, LOSSES OR EXPENSES ARISING IN CONNECTION WITH INFORMATION PRODUCT EVEN IF REFINITIV OR ITS THIRD PARTY PROVIDERS OR THEIR REPRESENTATIVES ARE ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, LOSSES OR EXPENSES. FURTHER, REFINITIV OR ITS PARTY PROVIDERS SHALL NOT BE LIABLE IN ANY MANNER FOR REDISTRIBUTOR’S PRODUCTS OR SERVICES.

API Versioning

IEX Cloud will release new versions of the API when we make backwards-incompatible changes. 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:

Current Version is v1

Naming Convention

stable can be used to access the latest stable API version. beta can be used to access the latest API version.

Endpoint Versioning

Endpoints may be in various states of alpha, beta, deprecated, etc. These indicate that an endpoint is either not yet subject to the requirements above (in the case of alpha, beta) or that it will be modified within the same API version (in the case of deprecated).

Deprecation

Both the IEX Cloud platform and the financial data ecosystem are constantly evolving. Occasionally, it may become necessary to deprecate specific features, including endpoints. Events that may necessitate feature deprecation include, but are not limited to, data contract changes, critical usability issues, and data universe expansion. We publish new feature deprecations in the Changelog and in each feature’s documentation as soon as possible.

In case of impending data feature removals, we make every effort to provide alternative access to underlying data or access to another provider’s data, and maintain respective deprecated endpoints for a reasonable timeframe.

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

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.

Security

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

Request Limits

Each IEX Cloud Plan has a request rate limit. Limits are applied to each organization.

Requests per Second Limits

Legacy Plan Requests Per Second Limit
Start 5
Launch 5
Individual 5
Grow 200
Scale 200
Business 200

We do allow bursts, but the Scale/Grow/Business allowance should be sufficient for almost all use cases.

Note that Sandbox Testing has a request limit of 5 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.

Credits and Pricing

On February 16, 2021, our the legacy Individual and Business plans replaced our legacy Launch, Grow, and Scale plans.

Credit Basics

Every dataset has an associated cost in credits based on:

We call this associated credit cost the dataset’s weight. When you access a dataset, the total weight charged for the access will generally be the weight multiplied by the number of records received (taking into account the other possible credits or debits below). If you don’t receive any records, you won’t be charged for accessing that dataset. Each endpoint has its own weight which you can find in the documentation below. If the sum of these charges exceeds your monthly credit allocation, you will need to upgrade or purchase additional packages to continue accessing data.

Credit allocations reset on the first of each month at 00:00:00 UTC. 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. You can also track this information in the console.

Other credits and debits

API Use

All API calls will have an additional 1 credit access charge. This allows us to keep data costs lower across a wide variety of datasets. The following endpoints are omitted:

SSE connections will have a 1 credit charge on initial connection, not per record. Batch calls will have an additional 1 credit charge for the entire batch, regardless of the number of symbols or channels contained in the batch.

Legacy Individual Plans and Business Plans

Included with Individual plans ($9 per month with an annual subscription, or $19 per month with a monthly subscription):

Included with Business plans ($199 per month with an annual subscription, or $299 per month with a monthly subscription):

Both plans provide the following:

If you need to add more credits, API tokens, or user logins to your account, you can upgrade your plan or add packages.

Credits in Legacy Plans

Credits are the fundamental units used to access data and make API calls on IEX Cloud legacy plans. Each API endpoint has a certain “data weight,” or a given number of credits that are used every time you make an API call with that endpoint. 

For example, the Earnings endpoint has a data weight of 1,000 credits per symbol per period. This means you would use 1,000 credits to see a company’s earnings for one specific quarter. 

Credits make your legacy subscription with IEX Cloud flexible and adjustable to your use case. You may use a higher volume of lower-weighted endpoints, fewer higher-weighted endpoints, or a combination. Note that certain endpoints are only available with paid legacy plans on IEX Cloud. 

The IEX Cloud Console Credits → Credit Use tab automatically keeps track of how many credits you have used so far in the month. Note to the data weights for different endpoints on IEX Cloud. 

Why do different API endpoints use different numbers of credits?  

Data weights are determined by a number of factors, including agreements between IEX Cloud and our third-party data providers, the cost of sourcing the data further upstream, and other computational costs.  

Rather than requiring customers to pay for a preset selection of data in bulk, credits give you the flexibility to choose exactly the data you want to use with your subscription and how often you want to use it. IEX Cloud serves a diverse range of use cases and is designed to make data accessible for everyone.   

How many credits do I need, and which plan should I choose? 

Each IEX Cloud legacy plan provides a different monthly allocation of credits, tokens for connecting your applications to your account, and user logins. The different plans also come with a designated set of tools and available datasets, which you can see on our pricing page.

You can choose your plan based on your use case:

In addition to choosing your base plan, you can also further customize it by adding packages. Packages add credits for more data usage, tokens for connecting more apps to your account, and user logins.

To help choose your plan and how many packages you need, it can be helpful to estimate how many credits you’ll need on a monthly basis. Once you know what data you would like to use on IEX Cloud, you can estimate your monthly credit usage by referencing those endpoints’ data weights in our documentation and multiplying that weighting by how frequently you will request this data.  

Our calculator here can help assist with a rough estimation. Alternatively, use the following formula as a guideline:  

Data Weight x Number of Symbols x Frequency = Credit Use for that API Endpoint

For example, let’s say you were looking to see the last three quarters’ earnings for a list of 5,000 companies. The Earnings endpoint uses 1,000 credits per symbol per period. 

Your credit usage for that endpoint would be: 

(1,000 credits) x (5,000 symbols) x (3 periods) x (1 call per symbol) = 15,000,000 credits 

Core credits vs. Pay-as-you-go Credits (For legacy Launch, Grow, and Scale plans only)

On our legacy plans, each IEX Cloud plan provides a different number of monthly core credits, as well as different pay-as-you-go credits.

Core credits represent the base number of credits included with your subscription each month. Core credits can be used towards any of the Core Data endpoints included with your plan. Your core credit usage is reset at the beginning of each calendar month.

Pay-as-you-go credits can be used in addition to your core credits as needed and are priced at a discounted rate. After you’ve used your core credits for a given month, you can use pay-as-you-go credits to continue accessing as much data as you need. With legacy Launch, Grow, and Scale plans, pay-as-you-go credits can also be used to access Premium Data — specialized datasets that can be added onto your subscription.

It’s recommended that you enable the automatic use of pay-as-you-go credits in the IEX Cloud Console. This setting helps prevent disruption in your service and allows IEX Cloud to default over to using pay-as-you-go credits after you have used all of your core credits for the month.

If you do not have the automatic use of pay-as-you-go credits enabled, IEX Cloud will pause access to data after you have used all of your core credits and will restore access at the beginning of the next month.

Best practices for credits

Make the most of your credits by checking out these IEX Cloud features: 

Budgeting Credit Usage

Some legacy Launch, legacy Grow, and legacy Scale plans still support the pay-as-you-go credits billing method. That is you can pay as you go for either Premium Data usage or for overages if you use more credits in a given month than allocated with your plan.

Since pay-as-you-go credits are not prepaid (and you can consume as many as you want on top of your plan), many users prefer to set a limit inside of their IEX Cloud Console to prevent accidental runaway usage.

If you have pay-as-you-go, you can also set a “credit budget” for both core data usage and Premium Data usage. To set up, navigate to the Credit Use tab in the IEX Cloud Console and click at the top to either “Core Use” or “Premium Use.”

Under the month’s usage chart, you can set your budget.

Premium Data credit budgets

If you are on a legacy Launch, Grow, and Scale plan, a default budget of 100,000,000 credits was set when you enable access to your first dataset. When this limit is reached, access to Premium Data will be paused until the end of the month or until the limit is modified. You can change this limit at any time in the IEX Cloud Console.

Questions? Let us know at support@iexcloud.io

Legacy Packages

Packages make it easier to customize your IEX Cloud plan according to your use case so that your plan scales with you as you grow. You can add packages as you need them throughout your legacy plan term.

Add packages to your plan to receive more of the following:

You can both add and remove packages from your legacy plan as you need. Once you add a package, by default it will be added to your plan for each subsequent month. If you remove a package from your plan, it expires at the end of the current month. Packages can be removed or added month to month for both monthly and annual plans.

Packages cannot be added to free legacy Start plans or to legacy Launch, Grow, and Scale plans. To use packages, you must have the legacy Individual plan or legacy Business plan.

What is included with each package?

Packages are different depending on your paid plan, and can only be added to legacy Individual plans or legacy Business plans.

Legacy Individual plan ($10 per month per package - for both monthly and annual plans) – each package includes every package adds:

Legacy Business plan ($30 per month per package - for both monthly and annual plans) – every package adds:

How do I add more packages to my legacy plan, and when should I add them?

How many packages you need depends on how many credits, tokens, or seats for users you need. You can always add more packages to your plan as you go, or purchase multiple packages up front.

To add packages, manage your plan in the Console or contact Support. You might add more packages if:

To see your current credit and plan usage, log into the IEX Cloud Console and go to Credits → Credit Use.

Packages are only available with the legacy Individual and Business plans, and cannot be added to legacy Launch, Grow, or Scale plans. If you already have a paid Launch, Grow, or Scale plan.

How do overages work with the new plans?

IEX Cloud users on legacy Launch, Grow, or Scale plans will be familiar with the concept of pay-as-you-go messages (now pay-as-you-go credits). Instead of paying overages this way at the end of each month using pay-as-you-go credits, to use additional credits with these pricing plans, you’ll purchase packages.

We replaced overages with packages based on user feedback, with the goal of providing a simpler, more transparent way of scaling your plan with your usage.

If you reach your plan’s monthly credit limits, we will notify you via email with instructions on how to add packages to your plan. To prevent disruption, we suggest periodically checking your credit usage in the Console as well as purchasing packages in advance if you anticipate needing to use additional credits. When you reach your monthly credit limit, access to data will be temporarily paused until more credits are added to your plan or the next month begins.

How are packages billed?

For both monthly and annual plans, packages are billed immediately upon purchase for the current month. They are then billed on the 1st{sup}** of each subsequent month. For instance, let’s say you purchase a package with your annual Business plan on the 16th. You’ll pay $30 upon purchase, and then $30 on the 1st of each subsequent month. If you remove your package in the middle of a month, you’ll have it for the remainder of the month, after which it expires and you’ll no longer be charged for that package.

{sup}** IEX Cloud billing utilizes Universal Time Coordinated (UTC). Renewals will occur at 00:00 UTC (08:00 PM EST).

Legacy Premium Data

IEX Cloud paid legacy plans include a breadth of data through a single easy-to-use API - ranging from simple stock prices for everyday investing to Premium Data for more specialized use. 

This guide provides more detail on how Premium Data differs from Core Data and how to get started. 

Core Data vs. Premium Data

Core Data is the data included with IEX Cloud subscriptions. This includes any endpoints listed outside of the Premium Data section, such as stock data, FX data, macroeconomic data, and more. The credits allocated with the IEX Cloud subscription can be used towards Core Data only. 

Premium Data is specialized data made available through the IEX Cloud API, sourced from various Data Partners directly. Premium Data consumption is on a pay-as-you-go basis using Premium Data credits, with different credit weights for each specific dataset. Premium Data is only included in paid IEX Cloud legacy subscriptions.  

Premium Data is available to customers with a paid legacy plan on IEX Cloud. 

How do I start using Premium Data?

Follow the steps below to access Premium Data:

  1. Add Premium Data credits to your account on the add-ons page. Premium Data usage is purchased with prepaid Premium Data credits.
  2. Request access to data on the Premium Data page of the IEX Cloud Console. For many datasets, you’ll be granted access right away. However, a couple requires partner approval and it could be a few business days before your access is activated. You can request access here.

    Once the Data Partner that provides that dataset confirms your request, it will be marked as “Enabled.“  

  3. Start accessing data! Your account will then be able to successfully make API requests to the dataset’s endpoints. You can start and stop using Premium Data at any time.  

Be sure to check Premium Dataset endpoints’ data weights before use. The endpoints for Premium Data and their weighting are documented. 

Please note that each Data Partner has its own unique protocol for processing data access requests. You may be asked to complete a couple of extra steps or experience wait times when confirming access for different datasets.  

Pricing for Premium Data on IEX Cloud

Premium Data is available as an addition to the Core Data already accessible through the IEX Cloud paid legacy subscriptions and uses Premium Data credits. For legacy Launch, Grow, and Scale plan users, it also uses pay-as-you-go credits. Credits included with the IEX Cloud subscriptions are used for Core Data and cannot be used towards Premium Data. 

Premium Data makes it easy to access a wider range of financial data and alternative data all in one place. Premium Data may be priced higher than other endpoints used as a part of the IEX Cloud Core Data offering, as it provides curated, specialized data sourced directly from other data creators.   

How much data usage do I get with each dollar of Premium Data credits?

When you purchase Premium Data credits, you’ll notice that you purchase in dollar amounts. Our Premium Data endpoints, on the other hand, are priced in credits. For instance – you might purchase $50 worth of Premium Data credits, with the plan of using a Premium Data endpoint with a data weight of 100,000 credits per API call.

For our Business and Individual legacy plans, you purchase credits for Premium Data use at $1 per 1 credit. For instance, $20 would provide 20,000,000 credits.

For our legacy plans, the dollar-to-credit conversion depends on your plan. Premium Data is charged at the cost of your pay-as-you-go credit rate:

What is the monthly credit budget on Premium Data use? (Legacy Launch, Grow, and Scale plans only)

Credit budgets are the same as message budgets.

With legacy Launch, Grow, and Scale plans that use pay-as-you-go credits, IEX Cloud allows you to set customizable limits for the number of credits used on Premium Data per month. Credit budgets can be used to help maintain a cap on your credits consumption for the month or prevent accidental runaway use of Premium Data. 

A default budget of 100,000,000 credits is set when you enable access to your first dataset. When this limit is reached, access to Premium Data will be paused until the end of the month or until the limit is modified. You can change this limit at any time in the IEX Cloud Console. 

Other Premium Data FAQs  

What Premium Data is currently available?

You can see a full list of available Premium Data in the IEX Cloud Console under the Premium Data tab.

If there is certain data you would like to access that is not currently offered, please reach out to support@iexcloud.io with your request. Your feedback is essential to our future product roadmap.  

Can I test Premium Data with IEX Cloud’s sandbox (deprecated)?

  You can test Premium Data using IEX Cloud’s sandbox (deprecated), regardless of whether you have enabled access to that dataset. IEX Cloud’s sandbox provides scrambled test data and does not charge for any credits.

Prepaying for Premium Data with Premium Data Credits

Premium Data credits are a payment method on IEX Cloud where you purchase Premium Data usage upfront in bulk. You can choose how much you purchase in advance based on your anticipated usage of Premium Data, and add more Premium Data credits as you go.

For Individual and Business legacy plans, Premium Data credits are the only payment method for Premium Data.

For other legacy plans, you also have the option of using our legacy pay-as-you-go credits to purchase Premium Data. The legacy Launch, Grow, and Scale plans will allow you to use a certain number of pay-as-you-go credits every month for purchasing Premium Data. For usage beyond that amount, you will need to use prepaid Premium Data credits as your payment method.

How do I purchase Premium Data credits?

To view the Premium Data credits option, you must be logged in as an account admin. Navigate to the Add Ons tab of the IEX Cloud Console. You can select how much credit you would like to purchase, with a $20 minimum. There is no limit on how many Premium Data credit packages that can be purchased at a time. After you complete your purchase, Premium Data credits will be valid for one year.

Note that Premium Data credits are available for use after purchase beginning the first day of the upcoming month. For instance, if you purchased $200 worth of Premium Data credits on April 15th, 2020, this credit would be applied to your account and available starting May 1st, 2020 – the first day of the upcoming month – and would be available for use until May 1st, 2021.

Premium Data credits are available with IEX Cloud paid legacy plans only.

When can I apply my Premium Data credits?

Premium Data credits can be applied towards Premium Data only, and cannot be used towards your Core Data subscription or add-ons, except from widgets (deprecated). Premium Data credits can be used for up to 12 months from the time of purchase.

For instance, if you purchase Premium Data credits on March 1st, 2020, they will expire after March 1st, 2021. Note that unused credits cannot be returned as a refund.

Where can I see how much credit I have remaining?

After you purchase Premium Data credits in the Add Ons tab, you can track how much credit you have remaining in the Premium Data usage dashboard.

Premium Data credits vs. pay-as-you-go credits (For legacy Launch, Grow, and Scale plans only)

For our legacy Launch, Grow, and Scale plans, there are two methods for purchasing Premium Data: Premium Data credits and pay-as-you-go credits.

Premium Data credits can be used towards Premium Data only – credits can be purchased in advance in bulk, rather than paying for Premium Data as you use it. You can choose how much you would like to purchase upfront based on your expected usage of Premium Data. After purchasing Premium Data credits, that balance will be applied to your Premium Data usage for the next 12 months.

You can also pay for Premium Data as you need it using pay-as-you-go credits. Pay-as-you-go credit usage is billed at the end of each month. For each subscription tier, there is a limit for how many pay-as-you-go credits you can use in a month. Consuming credits beyond this monthly limit will require that you purchase prepaid premium data credits. Learn more about pay-as-you-go credits here.

When do I need to use Premium Data credits? (For legacy Launch, Grow, and Scale plans only)

Depending on your plan and the amount of Premium Data usage, Premium Data credits may be the required payment method. For each subscription tier, there is a monthly limit on how many pay-as-you-go credits you can use for Premium Data. To continue using Premium Data after that limit, you will need to purchase Premium Data credits. Those pay-as-you-go limits are outlined below:

If you have not reached any of the limits above, and you use all your Premium Data credits, pay-as-you-go credits will automatically be used for additional Premium Data usage. If you want to prevent IEX Cloud from automatically using pay-as-you-go credits, you can enable a monthly credit budget. You can also purchase additional Premium Data Credits at any time.

Caching Data in Legacy Plans

Setting up your own caching

Legacy Individual and legacy Business plan users, as well as legacy Launch, Grow, and Scale subscribers are permitted to cache data on their own servers and can then display data from the cache to their users for commercial use.

Please note that you cannot provide IEX Cloud data via your own API to users or provide a mechanism for mass downloads, including a CSV download. Read more about acceptable usage of the platform in our Terms of Service.

One Additional Credit Used Per API Call

Starting July 15, 2021, each API call uses one additional credit on top of the endpoint’s data weight.

For instance, if the data weight for an endpoint is 100 credits per request, each API call would use a total of 101 credits. Or if you’re using free real-time stock prices from IEX, you would use a total of one credit per API call.

If you’re streaming data, you would use one additional credit per connection.

This applies to all production API calls (API calls not made in our Sandbox environment).

Why is one extra credit used per API call?

This one-credit covers our operational costs for delivering data and enables us to keep the costs lower across dozens of endpoints. This also allows us to continue investing in scalable infrastructure.

For most users, this adds minimal cost – a few cents to a few dollars per month in usage. For instance, if you make one million API calls per month, this update would add roughly $1 per month in credit usage.

What about sandbox API calls?

The Sandbox environment is deprecated

Sandbox API calls are free and unlimited and do not use any of your monthly credit allocations.

Sandbox API calls can also be used to help show how many credits would be used if that same API call were performed in the production. You’ll see this one credit reflected in “sandbox data weight” that’s returned in the API request’s response header to help you accurately estimate how many credits you would use.

Does this apply to Premium Data and other add-ons?

Every production API call across the platform will use one additional credit. This includes:

This does NOT include:

Legacy Plan Cost for Stock Price Data

The Quote and Intraday Prices endpoints are available with free legacy plans, although specific fields – such as 15 minute delayed data – require a paid legacy plan. Without a paid legacy plan, those fields return null. For both legacy free and legacy paid users, the use of these endpoints requires credits (previously called messages).

Furthermore, 15 minute delayed price data for Nasdaq-listed securities also requires UTP authorization.

The Quote endpoint uses one credit per update per symbol. Similarly, the Intraday Prices endpoint uses one credit per update per symbol per interval – for instance, you might request minute-by-minute data for 30 minutes in one API call, which would use 30 credits.

The Intraday Prices endpoint only charges you a maximum of 50 credits per update per symbol if you are querying for multiple-minute time intervals. For instance, if you request 90 minutes of data, while this would be 60 intervals, you are charged only 50 credits.

Note that data provided by the Investors Exchange via the IEX Cloud API, including the real-time IEX prices, is free for use. You can access this using our TOPS endpoint (coming soon). You can also apply the chartIEXOnly parameter to the Intraday Prices endpoint to access IEX-only minute-by-minute data from the current trading day free of charge.

Legacy Plan Credits and SSE Streaming

We use a special "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 later reconciles the amount.

When you connect to an SSE endpoint, we validate your API token and then attempt to reserve an amount of credits (previously known as messages) from your account. If you have enough credits in your quota, or if you’re on a legacy Launch, Grow, or Scale plan and you have pay-as-you-go credits enabled, we allow data to start streaming.

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

Once the reserve interval expires, we reconcile usage. This means we compare the number of credits sent to the number of credits we reserved. For example, if you used 1,200 credits, you used 200 more than we reserved; so we use 200 additional credits from your account. If we only used 100 credits, we return the 900 unused credits back to your account.

After reconciling the credits, we 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 is disabled, then we disconnect the SSE streaming service. You can avoid service disruptions by ensuring you have enough packages purchased in advance, or for legacy plans, by enabling pay-as-you-go credits in the Console.

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

Firehose

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

Prorated Credits

While IEX Cloud monthly subscriptions renew at the start of every calendar month, you can sign up for a paid plan or upgrade at any time. When you upgrade or sign up for a monthly paid plan in the middle of a calendar month, the total cost of your first invoice is prorated.

Correspondingly, for the rest of your first calendar month, your plan will also include a prorated number of credits based on when you signed up in the month.

“prorated_messages” on the Credit Use Page

Note that we recently updated the term *messages* to *credits*. They mean the same thing – we just updated the terminology to make their usage and definition clearer. You may notice the term *prorated_messages* in your Console, which is the same thing as prorated credits.

In the IEX Cloud Console, navigate to Credits → Credit Use. Beneath Credit Use by Endpoint, notice the label prorated_messages. prorated_messages shows you the difference between your regular credit allocation and your prorated credit allocation.

For example, if you sign up on September 15, you will only be invoiced for about half of the standard subscription amount and receive half the number of credits allocated for that subscription plan on a monthly basis. Normal billing and credit allocations will resume at the start of the following month.

Note that annual plans are not prorated. The annual term begins on the day you sign up and ends a full year later. For instance, if you signed up on January 15, 2022, your plan will renew on January 15, 2023.

Support

Please consult the following links for information and support.

Have a question or want to report a problem regarding the IEX Cloud API?

Please email us with the below information:

Disclaimers

Guides

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'

Excel How-To

IEX Cloud Legacy supports Excel and Google Sheets data import methods.

Excel

Excel provides the Webservice function to import data into a cell. We support this functions in the /stock/{symbol}/quote and /stock/{symbol}/stats endpoints, and in the Balance Sheet, Cash Flow, Dividends, Financials, and Income core dataset endpoints:

Example: Pull latest price for Apple

=WEBSERVICE("https://cloud.iexapis.com/v1/stock/aapl/quote/latestPrice?token=YOUR_TOKEN_HERE")

IEX Cloud Legacy provides an example Excel file that can be used to see how the web service 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 must enter your token in column B1. And make sure to refresh your workbook (CTRL + ALT + F9).

Google Sheets

Google Sheets provides IMPORT functions to populate cells with data.

Example: Pull latest price for Apple

=IMPORTDATA("https://cloud.iexapis.com/v1/stock/aapl/quote/latestPrice?token=YOUR_TOKEN_HERE")

Example: Next earnings report date for Apple

=IMPORTDATA("https://cloud.iexapis.com/v1/stock/aapl/estimates/1/reportDate?token=YOUR_TOKEN_HERE")

CSV Files

You can also return most endpoints in CSV format by using the query parameter format=csv.

https://cloud.iexapis.com/v1/stock/aapl/quote?token=YOUR_TOKEN_HERE&format=csv

Developer Tools and Open Source

Client Libraries

IEX Cloud has a growing set of official and unofficial client libraries, open source apps, and integrations. More information is available on our Developer Community Page.

Official Libraries

IEX Cloud is no longer maintaining the iexjs Client Library and pyEX library.

<br

Our official libraries are actively maintained by both IEX Cloud and the open source community. If you’re interested in a language not covered here, reach via our community page and/or vote on the corresponding tickets on our unofficial roadmap.

Name Language GitHub Install
pyEX Python GitHub Org's stars PyPI
iexjs JavaScript GitHub Org's stars npm

Testing Sandbox Deprecated

The testing sandbox is deprecated and applies to legacy plans only. Since current plans don’t use data weights, there is no need to calculate current plan data costs in a sandbox.


IEX Cloud Legacy 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.

Please note that sandbox response data is purposefully manipulated to scramble values and is not suitable for production usage. Data returned in the sandbox will look real, but strings are scrambled, dates are maniuplated, and numbers are changed.


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.

API Usage

Common functionality across all APIs.

Query Parameters

Data Formats

Some 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

Filter Results

Some 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 listed in each endpoint reference document’s Response Attributes section.

Example: filter=symbol,volume,lastSalePrice returns only these three specified attributes.

Result Schema

In many cases, you may want to know the type of returned data. For example, you want to build a SQL table from endpoint results and you want to know/verify column types.

Some endpoints support a schema parameter to return just the types of the result set. Simply pass in the schema=true query parameter and the endpoint returns an array of column names and data types from a resulting data record.

Time Series

Time Series Endpoint

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

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.

The /time-series endpoint supports batch requests.

/time-series batch requests are limited to 12 individual queries (i.e., queries = datasets queried × keys queried). If a batch request exceeds this limit, Apperate reports the error and skips executing the batch request.

Data Weighting (applicable only to legacy price plans)

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 Parameters

Parameter Type Details
range string Optional.
Returns data for a given range. Supported ranges described below.
calendar boolean Optional.
Boolean. Used in conjunction with range to return data in the future.
limit number Optional.
Limits the number of results returned. Defaults to 1 when no date or range {subkey} is specified
subattribute string Optional.
Allows you to query time series by fields 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, lang
By default you can only query by symbol or id. Maybe you want to query all news where the language is English.

Your query would be: /time-series/news?subattribute=lang|en
The syntax is subattribute={keyName1}|{value1},{keyName2}|{value2}

Both the key name and the value are case sensitive. A pipe symbol (|) is used to represent “equal to”, and a tilde symbol (~) is used to represent “not equal to”.
dateField string 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 string Optional.
Returns data on or after the given from date. Format YYYY-MM-DD
to string Optional.
Returns data on or before the given to date. Format YYYY-MM-DD
on string Optional.
Returns data on the given date. Format YYYY-MM-DD
last number Optional.
Returns the latest n number of records in the series
next number Optional.
Returns the next n number of records in the series
first number Optional.
Returns the first n number of records in the series
filter string Optional.
The standard filter parameter. Filters return data to the specified comma delimited list of keys (case-sensitive)
format string Optional.
The standard format parameter. Returns data as JSON by default. See the data format section for supported types.
sort string Optional.
Specify the order of results, either ASC or DESC. Historical queries, including queries that use last, will default to descending date order (e.g. first record returned is most recent record). Forward looking queries, including queries that use first or specify calendar, will default to ascending date order (e.g. first record returned is nearest record in the future or from the start).
interval number Optional.
Return every nth record in the result

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
specific quarter Use the short hand Q[1-4]YYYY to return a specific quarter for a given year. Example: Q22020 returns from January 1, 2020 to March 31, 2020.
specific half Use the short hand H[1-2]YYYY to return a specific half for a given year. Example: H12020 returns from January 1, 2020 to June 30, 2020.
specific year Use the short hand YYYY to return a specific half for a given year. Example: 2020 returns from January 1, 2020 to December 31, 2020.

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
key string The requested dataset key
subkey string The requested dataset subkey
date number The time series date as milliseconds since Epoch
updated number The time data was last updated as milliseconds since Epoch

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.

Time Series Metadata BETA

Time-Series presents us a with a powerful query interface on top of our data, while the inventory calls allow us to know the shape of the data contained therein. But sometimes we want to answer questions like “What are all the possible values of key for the time series id FUNDAMENTALS?” or “What time series ids contain data on AAPL?”

For these, we have time series metadata.

HTTP REQUEST

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

RESPONSE

// metadata/time-series
[
  {
    "id":"ADVANCED_BONUS",
    "value":"ADVANCED_BONUS",
    "numberOfRecords":5149
  },
  {
    "id":"ADVANCED_DISTRIBUTION",
    "value":"ADVANCED_DISTRIBUTION",
    "numberOfRecords":1093
  },
  // ...
]

// metadata/time-series/FUNDAMENTALS
[
  {
    "key":"A",
    "value":"A",
    "numberOfRecords":127
  },
  {
    "key":"AA",
    "value":"AA",
    "numberOfRecords":41
  },
  {
    "key":"AAIC",
    "value":"AAIC",
    "numberOfRecords":108
  },
  // ...

// metadata/time-series/*/AAPL
[
  {
    "id":"ADVANCED_BONUS",
    "value":"ADVANCED_BONUS",
    "numberOfRecords": 3
  },
  {
    "id":"ADVANCED_DIVIDENDS",
    "value":"ADVANCED_DIVIDENDS",
    "numberOfRecords":36
  },
  {
    "id":"ADVANCED_SPLITS",
    "value":"ADVANCED_SPLITS",
    "numberOfRecords": 1
  },
  // ...
]

Data Weighting (applicable only to legacy price plans)

The time series metadata call is Free.

Data Timing

Varies

Data Schedule

Varies

Data Source(s)

Varies

Available Methods

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

Examples

Path Parameters

Parameter Details
id ID used to identify a time series dataset. Leave as * for all satisfying records
key 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.

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.

Calendar is a feature of the time series endpoint above. Refer to the time series docs to learn how to use this feature.


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

Points and Files

Data Points let you access individual data values, while Files lets you conveniently access pregenerated files.

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. Some endpoints provide update times; this allows you to call an endpoint only once it has new data.

To use this endpoint, 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}

RESPONSE

[
    {
        "key": "BETA",
        "weight": 1,
        "description": "",
        "lastUpdated": "2022-07-29T09:46:08+00:00"
    },
    {
        "key": "ACCOUNTSPAYABLE",
        "weight": 3000,
        "description": "Balance Sheet: accountsPayable",
        "lastUpdated": "2022-05-09T12:47:55+00:00"
    },
    {
        "key": "CAPITALSURPLUS",
        "weight": 3000,
        "description": "Balance Sheet: capitalSurplus",
        "lastUpdated": "2022-05-09T12:47:55+00:00"
    }
]

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

HTTP REQUEST

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

Data Weighting (applicable only to legacy price plans)

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 is based on the source Stocks endpoint.

Available Methods

Examples

Response Attributes

Data point calls return a single plain text value.

Available data keys calls return:

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

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 Available 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

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".

Batch Requests

Batch requests are only available for some endpoints, including /stock and /time-series.


HTTP REQUEST

GET /stock/{symbol}/batch

RESPONSE

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

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

Note: If a batch query exceeds its limit, Apperate reports the error and skips executing the batch query. Please see the endpoint’s documentation for information on its limits.

Data Weighting (applicable only to legacy price plans)

Based on each type of call

Examples

Path Parameters

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

Query Parameters

Option Details
types Required.
Comma delimited list of endpoints to call. The names must match the individual endpoint names. The cross product count of types and symbols must not exceed 2000.
Limit:
symbols * types <= 2000
symbols Optional.
Comma delimited list of symbols. The cross product count of types and symbols must not exceed 2000. This parameter is used only if market option is used.
Limit:
symbols * types <= 2000
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 are applied to each supporting endpoint. For example, last can be used for the news endpoint to specify the number of articles

Response Attributes

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

Streaming Data

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.

Currently SSE requests are limited to 50 symbols per connection, but you can have multiple connections. Not available to Start users.


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 in milliseconds since Epoch.

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
IEX Cloud provides real time prices, volume, and quotes for all NMS US securities; sourced from the Investors Exchange. In order to receive DELAYED Nasdaq-listed security data through this endpoint Nasdaq UTP requires you to complete a Vendor Agreement. Delayed prices include open, close, extended hours prices, and other derived values. All users will continue to receive real time Investors Exchange data for free. DELAYED NYSE listed symbols are only available to paid users due to reporting requirements.


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 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'

# 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,msft',
    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();

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.
• string. 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 credits, and you do not want to exceed 10 for the month, then you will pass 10 as total credits.

Token Credit Limit

Set monthly credit limits for your publishable API tokens.

HTTP REQUEST

POST /account/tokenlimit

Data Weighting

Free

Notes

Requires SK token to access

Available Methods

POST /account/tokenlimit

Query Parameters

Option Description
token Required.
• string. Your SK API token.
tokenToUpdate Required.
• string. The publishable token you are setting a limit on.
usageLimit Required.
• number. The total credits tokenToUpdate is allowed to consume per calendar month. Value must be less than or equal to your total monthly credit allocation (including packages).

Metadata

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

HTTP REQUEST

GET /account/metadata

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
Note when you turn off pay-as-you-go, there is a 30 second period before you can re-enable.


Data Weighting

Free

Notes

Requires SK token to access

Available Methods

POST /account/payasyougo

Query Parameters

Option Description
token Required.
• string. 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

RESPONSE

{
  "secret" : "e2700e6b-3be0-4f31-a408-61365caa263a",
  "signedToken" : "pk_6b95e1fac3114f0392a5becd4d8f08e1"
}
Note the unsign attribute is optional and will allow you to unsign a key. You may run this API call more than once, and it will generate a new secret for the token each time.


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

RESPONSE

{
  "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}

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

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

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

2024-01-19

The Rules Engine and rules features are removed.

2024-01-16

IEX Cloud is no longer maintaining the iexjs Client Library and pyEX library

2024-01-09

2023-12-07

2023-11-01

2023-10-04

2023-07-20

2023-04-27

2023-03-06

2023-02-10

The Apperate UI and Rules Engine API have been updated for the following capabilities:

When using the Rules Engine API to edit a rule or create new rule, please note the following parameter changes:

2023-01-25

2023-01-13

2022-10-03

2021-08-26

2021-08-16

2021-07-25

2021-07-15

2021-07-13

2021-06-07

2021-06-01

2021-05-12

2021-05-05

2021-04-05

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

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.

This data is also available with Time Series under ID BALANCE_SHEET


HTTP REQUEST

GET /stock/{symbol}/balance-sheet

RESPONSE

{
  "symbol": "AAPL",
  "balancesheet": [
    {
      "accountsPayable": 46699000000,
      "capitalSurplus": null,
      "commonStock": 15697614000,
      "currency": "USD",
      "currentAssets": 122659000000,
      "currentCash": 62482000000,
      "currentLongTermDebt": 11209000000,
      "filingType": "10-Q",
      "fiscalDate": "2023-07-01",
      "fiscalQuarter": 3,
      "fiscalYear": 2023,
      "goodwill": 0,
      "intangibleAssets": 0,
      "inventory": 7351000000,
      "longTermDebt": 98071000000,
      "longTermInvestments": 212379000000,
      "minorityInterest": 0,
      "netTangibleAssets": 60274000000,
      "otherAssets": 64768000000,
      "otherCurrentAssets": 13640000000,
      "otherCurrentLiabilities": 67055000000,
      "otherLiabilities": 51730000000,
      "propertyPlantEquipment": 43550000000,
      "receivables": 39186000000,
      "reportDate": "2023-08-04",
      "retainedEarnings": 1408000000,
      "shareholderEquity": 60274000000,
      "shortTermInvestments": 13640000000,
      "symbol": "AAPL",
      "totalAssets": 335038000000,
      "totalCurrentLiabilities": 124963000000,
      "totalLiabilities": 274764000000,
      "treasuryStock": 0,
      "id": "BALANCE_SHEET",
      "key": "AAPL",
      "subkey": "quarterly",
      "date": 1688169600000,
      "updated": 1692028190000
    }
  ]
}

Data Weighting (applicable only to legacy price plans)

.003 credit 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 Parameters

Parameter 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
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
capitalSurplus number 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.
commonStock number Number of shares outstanding as the difference between issued shares and treasury shares. Investopedia
currency string Currency code for reported financials.
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
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.
currentLongTermDebt number 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
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 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
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.
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
longTermInvestments number Represents total investments and advances for the period. Calculated as long term investment minus affiliate companies and other long term investments. Investopedia
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.
netTangibleAssets number Calculated as shareholder equity less goodwill (and other intangibles) and par value of preferred shares.
otherAssets number Returns other assets for the period calculated as other assets including intangibles minus intangible other assets.
otherCurrentAssets number Represents other current assets for the period. Investopedia
otherCurrentLiabilities number Represents other current liabilities and calculated as the sum of misc current liabilities, dividends payable, and accrued payroll.
otherLiabilities number 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.
propertyPlantEquipment number Represents gross property, plant, and equipment less accumulated reserves for depreciation, depletion, and ammortization. Investopedia
receivables number Represents net claims against customers for merchandise sold or services performed in the ordinary course of business. Investopedia
reportDate string Date financials were reported
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
shareholderEquity number Total shareholders’ equity for the period calculated as the sum of total common equity and preferred stock carrying value.
shortTermInvestments number Total short-term investments.
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.
totalCurrentLiabilities number Represents debt or other obligations that the company expects to satisfy within one year.
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.
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

Bonus Issue

Corporate action bonus issue. A stock dividend, allotted by the company to reward the shareholders, and issued out of the reserves of the company.

HTTP REQUEST

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

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",
    "key": "BVHMF",
    "subkey": "5951486",
    "date": 1578009600000,
    "updated": 1574690010000
  },
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.075 credit 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

Parameter 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.

Query Parameters

This endpoint uses all standard time-series query parameters.

Response Attributes

This endpoint inherits common response attributes from time-series.

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

Book

HTTP REQUEST

GET /stock/{symbol}/book

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

.000001 credit 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.

This data is also available with Time Series under ID CASH_FLOW


HTTP REQUEST

GET /stock/{symbol}/cash-flow

RESPONSE

{
  "symbol": "ASML",
  "cashflow": [
    {
      "capitalExpenditures": -596930348.1808,
      "cashChange": 6928006112.9309,
      "cashFlow": 423545236.1255001,
      "cashFlowFinancing": -153492421.1515,
      "changesInInventories": 8443207248.1805,
      "changesInReceivables": 6128923093.4765,
      "currency": "USD",
      "depreciation": 198639187.9729,
      "dividendsPaid": null,
      "exchangeRateEffect": null,
      "filingType": "6-K",
      "fiscalDate": "2023-07-02",
      "fiscalQuarter": 2,
      "fiscalYear": 2023,
      "investingActivityOther": null,
      "investments": null,
      "netBorrowings": -4946891545.0268,
      "netIncome": 2119644124.1456,
      "otherFinancingCashFlows": null,
      "reportDate": "2023-07-19",
      "symbol": "ASML",
      "totalInvestingCashFlows": -596972611.6633999,
      "id": "CASH_FLOW",
      "key": "ASML",
      "subkey": "quarterly",
      "date": 1688256000000,
      "updated": 1690297322000
    }
  ]
}

Data Weighting (applicable only to legacy price plans)

.001 credit 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 Parameters

Parameter 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 response attributes 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 Represents the change in the amount of inventories from one year to the next as reported in the cash flow statement.
changesInInventories number Represents the change in the amount of inventories from one year to the next as reported in the cash flow statement.
cashChange number 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 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)

CEO Compensation

This endpoint provides CEO compensation for a company by symbol.

HTTP REQUEST

GET /stock/{symbol}/ceo-compensation

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 (applicable only to legacy price plans)

.00002 credit 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

Charts

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

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}

RESPONSE

[
    quote,
    ...
]

Data Weighting (applicable only to legacy price plans)

Weight of /stock/quote per quote returned

Examples

Query Parameters

Parameter 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.

Company

HTTP REQUEST

GET /stock/{symbol}/company

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 (applicable only to legacy price plans)

.00001 credit 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 number 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

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

.000001 credit 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

Parameter 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.

Distribution

Corporate action bonus issue. A stock dividend, allotted by the company to reward the shareholders, and issued out of the reserves of the company. Includes international symbols. History available since 2007.

HTTP REQUEST

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

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",
    "key": "KERRF",
    "subkey": "6008685",
    "date": 1574726400000,
    "updated": 1574691580000
  }
]

Data Weighting (applicable only to legacy price plans)

.075 credit 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

Parameter 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.

Query Parameters

This endpoint uses all standard time-series query parameters.

Response Attributes

This endpoint inherits common response attributes from time-series.

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
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?}

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",
    "key": "US",
    "subkey": "ASML",
    "date": 1572825600000,
    "updated": 1573134765000
  },
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.075 credit 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

Parameter 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.

Query Parameters

This endpoint uses all standard time-series query parameters.

Response Attributes

This endpoint inherits common response attributes from time-series.

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

Dividends (Basic)

Provides basic dividend data for US equities, ETFs, and Mutual Funds for the last 5 years. This endpoint provides a simplified subset of the fields from our Dividends endpoint and is ideal for more basic use cases. For 13+ years of history, comprehensive data, and international dividends, use the Dividends endpoint.

This data is also available with Time Series under ID DIVIDENDS


HTTP REQUEST

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

RESPONSE

[
  {
    "amount": 0.23,
    "currency": "USD",
    "declaredDate": "2022-04-28",
    "description": "Ordinary Shares",
    "exDate": "2022-05-06",
    "flag": "Cash",
    "frequency": "quarterly",
    "paymentDate": "2022-05-12",
    "recordDate": "2022-05-09",
    "refid": 2502890,
    "symbol": "AAPL",
    "id": "DIVIDENDS",
    "key": "AAPL",
    "subkey": "2502890",
    "date": 1651795200000,
    "updated": 1652531943175.202
  },
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.00001 credit 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
This endpoint provides a simplified subset of the fields from our Dividends endpoint and is ideal for more basic use cases.


Response Attributes

This endpoint inherits common response attributes 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
refid string Unique id representing the record
symbol string Associated symbol or ticker

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.

This endpoint requires additional entitlements.


HTTP REQUEST

GET /stock/market/today-earnings

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 (applicable only to legacy price plans)

.001 credit per symbol returned + .000001 credit 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

Extended Hours Quote

See the Quote endpoint above which includes real time, pre market, post market, delayed, and end of day prices


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?}

RESPONSE

[
 {
    "AccountsPayableCurrent" : 6932000000,
    "AccountsReceivableNetCurrent" : 16186000000,
    "AccruedIncomeTaxesCurrent" : 711000000,
    "AccruedIncomeTaxesNoncurrent" : 11300000000,
    "AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment" : 16192000000,
    "AccumulatedOtherComprehensiveIncomeLossNetOfTax" : 3383000000,
    "AcquisitionsNetofCashAcquiredAndPurchasesOfIntangibleandOtherAssets" : 2794000000,
    "AllocatedShareBasedCompensationExpense" : 633000000,
    "AllowanceForDoubtfulAccountsReceivableCurrent" : 288000000,
    "AmortizationOfIntangibleAssets" : 329000000,
    "Assets" : 174848000000,
    "AssetsCurrent" : 116362000000,
    "AssetsFairValueDisclosureRecurring" : 97350000000,
    "AvailableForSaleDebtSecuritiesAmortizedCostBasis" : 84953000000,
    "AvailableForSaleSecurities" : 102563000000,
    "AvailableForSaleSecuritiesAccumulatedGrossUnrealizedGainBeforeTax" : 5243000000,
    "AvailableForSaleSecuritiesAccumulatedGrossUnrealizedLossBeforeTax" : 427000000,
    "AvailableForSaleSecuritiesAmortizedCost" : 97747000000,
    "AvailableForSaleSecuritiesContinuousUnrealizedLossPosition12MonthsOrLongerAccumulatedLoss" : 103000000,
    "AvailableForSaleSecuritiesContinuousUnrealizedLossPositionAccumulatedLoss" : 427000000,
    "AvailableForSaleSecuritiesContinuousUnrealizedLossPositionFairValue" : 39900000000,
    "AvailableForSaleSecuritiesContinuousUnrealizedLossPositionLessThan12MonthsAccumulatedLoss" : 324000000,
    "AvailableForSaleSecuritiesContinuousUnrealizedLossPositionLessThanTwelveMonthsFairValue" : 38893000000,
    "AvailableForSaleSecuritiesContinuousUnrealizedLossPositionTwelveMonthsOrLongerFairValue" : 1007000000,
    "AvailableForSaleSecuritiesCurrent" : 83823000000,
    "AvailableForSaleSecuritiesDebtMaturitiesNextRollingTwelveMonthsAmortizedCostBasis" : 29985000000,
    "AvailableForSaleSecuritiesDebtMaturitiesNextRollingTwelveMonthsFairValue" : 29998000000,
    "AvailableForSaleSecuritiesDebtMaturitiesRollingAfterYearTenAmortizedCostBasis" : 1457000000,
    "AvailableForSaleSecuritiesDebtMaturitiesRollingAfterYearTenFairValue" : 1540000000,
    "AvailableForSaleSecuritiesDebtMaturitiesRollingYearSixThroughTenAmortizedCostBasis" : 2719000000,
    "AvailableForSaleSecuritiesDebtMaturitiesRollingYearSixThroughTenFairValue" : 2710000000,
    "AvailableForSaleSecuritiesDebtMaturitiesRollingYearTwoThroughFiveAmortizedCostBasis" : 50792000000,
    "AvailableForSaleSecuritiesDebtMaturitiesRollingYearTwoThroughFiveFairValue" : 50822000000,
    "AvailableForSaleSecuritiesDebtSecurities" : 85070000000,
    "AvailableForSaleSecuritiesGrossRealizedGains" : 421000000,
    "AvailableForSaleSecuritiesGrossRealizedLosses" : 78000000,
    "BusinessCombinationIntegrationRelatedCosts" : 243000000,
    "CapitalizedComputerSoftwareAmortization" : 15000000,
    "CashAndCashEquivalentsAtCarryingValue" : 6426000000,
    "CashAndCashEquivalentsPeriodIncreaseDecrease" : 124000000,
    "CashCashEquivalentsAndShortTermInvestments" : 90249000000,
    "CommercialPaper" : 8300000000,
    "CommitmentAmountUponClosingMergerTransaction" : 2000000000,
    "CommonStockDividendsPerShareDeclared" : 0.31,
    "CommonStockSharesAuthorized" : 24000000000,
    "CommonStockSharesOutstanding" : 8218000000,
    "CommonStocksIncludingAdditionalPaidInCapital" : 68765000000,
    "ComprehensiveIncomeNetOfTax" : 5489000000,
    "CostOfRevenue" : 10136000000,
    "DebtInstrumentFaceAmount" : 20104000000,
    "DebtInstrumentUnamortizedDiscount" : 95000000,
    "DebtLongtermAndShorttermCombinedAmount" : 28300000000,
    "DeferredIncomeTaxExpenseBenefit" : 314000000,
    "DeferredRevenue" : 21243000000,
    "DeferredRevenueCurrent" : 19192000000,
    "DeferredRevenueNoncurrent" : 2051000000,
    "DeferredTaxAssetsLiabilitiesNetCurrent" : 1701000000,
    "DeferredTaxLiabilitiesNoncurrent" : 2820000000,
    "DepositsReceivedForSecuritiesLoanedAtCarryingValue" : 430000000,
    "DepreciationAmortizationAndOther" : 1521000000,
    "DerivativeInstrumentsNotDesignatedAsHedgingInstrumentsGainLossNet" : -77000000,
    "DividendPayableDateToBePaidDayMonthAndYear" : "2015-03-12",
    "DividendsCommonStockCash" : 2548000000,
    "DividendsPayableDateDeclaredDayMonthAndYear" : "2014-12-03",
    "DividendsPayableDateOfRecordDayMonthAndYear" : "2015-02-19",
    "DocumentFiscalPeriodFocus" : "Q2",
    "DocumentFiscalYearFocus" : "2015",
    "DocumentType" : "10-Q",
    "EarningsPerShareBasic" : 0.71,
    "EarningsPerShareDiluted" : 0.71,
    "EffectOfExchangeRateOnCashAndCashEquivalents" : -34000000,
    "EffectiveIncomeTaxRateContinuingOperations" : 0.25,
    "EmployeeRelatedLiabilitiesCurrent" : 3479000000,
    "ExcessTaxBenefitFromShareBasedCompensationFinancingActivities" : 22000000,
    "ExcessTaxBenefitFromShareBasedCompensationOperatingActivities" : 22000000,
    "FiniteLivedIntangibleAssetsAccumulatedAmortization" : 4680000000,
    "FiniteLivedIntangibleAssetsAmortizationExpenseAfterYearFive" : 2803000000,
    "FiniteLivedIntangibleAssetsAmortizationExpenseRemainderOfFiscalYear" : 683000000,
    "FiniteLivedIntangibleAssetsAmortizationExpenseYearFive" : 759000000,
    "FiniteLivedIntangibleAssetsAmortizationExpenseYearFour" : 843000000,
    "FiniteLivedIntangibleAssetsAmortizationExpenseYearThree" : 978000000,
    "FiniteLivedIntangibleAssetsAmortizationExpenseYearTwo" : 1233000000,
    "FiniteLivedIntangibleAssetsGross" : 11979000000,
    "FiniteLivedIntangibleAssetsNet" : 7299000000,
    "ForeignCurrencyCashFlowHedgeGainLossToBeReclassifiedDuringNext12Months" : 478000000,
    "ForeignCurrencyTransactionGainLossBeforeTax" : 83000000,
    "GainLossOnInvestments" : 317000000,
    "GainLossOnInvestmentsAndDerivativeInstruments" : 179000000,
    "GeneralAndAdministrativeExpense" : 1097000000,
    "Goodwill" : 21855000000,
    "GrossProfit" : 16334000000,
    "HeldToMaturitySecurities" : 351000000,
    "HeldToMaturitySecuritiesAccumulatedUnrecognizedHoldingGain" : 78000000,
    "HeldToMaturitySecuritiesAmortizedCostBeforeOtherThanTemporaryImpairment" : 351000000,
    "HeldToMaturitySecuritiesFairValue" : 429000000,
    "IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments" : 7850000000,
    "IncomeTaxExpenseBenefit" : 1987000000,
    "IncreaseDecreaseInAccountsPayable" : 137000000,
    "IncreaseDecreaseInAccountsReceivable" : 3378000000,
    "IncreaseDecreaseInCollateralHeldUnderSecuritiesLending" : -238000000,
    "IncreaseDecreaseInDeferredRevenue" : 10200000000,
    "IncreaseDecreaseInInventories" : -1070000000,
    "IncreaseDecreaseInOtherCurrentAssets" : 159000000,
    "IncreaseDecreaseInOtherCurrentLiabilities" : -986000000,
    "IncreaseDecreaseInOtherNoncurrentAssets" : -170000000,
    "IncreaseDecreaseInOtherNoncurrentLiabilities" : 651000000,
    "IncrementalCommonSharesAttributableToShareBasedPaymentArrangements" : 69000000,
    "InterestExpense" : 162000000,
    "InventoryFinishedGoodsNetOfReserves" : 1112000000,
    "InventoryNet" : 2053000000,
    "InventoryRawMaterialsNetOfReserves" : 681000000,
    "InventoryWorkInProcessNetOfReserves" : 260000000,
    "InvestmentIncomeNet" : 183000000,
    "Liabilities" : 82969000000,
    "LiabilitiesAndStockholdersEquity" : 174848000000,
    "LiabilitiesCurrent" : 47415000000,
    "LongTermDebt" : 20000000000,
    "LongTermDebtCurrent" : 1749000000,
    "LongTermDebtFairValue" : 21600000000,
    "LongTermDebtNoncurrent" : 18260000000,
    "LongTermInvestments" : 12665000000,
    "LongTermInvestmentsExcludingHeldToMaturity" : 12314000000,
    "MarketableSecuritiesRealizedGainLossOtherThanTemporaryImpairmentsAmount" : 26000000,
    "NetCashProvidedByUsedInFinancingActivitiesContinuingOperations" : 534000000,
    "NetCashProvidedByUsedInInvestingActivitiesContinuingOperations" : -4716000000,
    "NetCashProvidedByUsedInOperatingActivitiesContinuingOperations" : 4340000000,
    "NetIncomeLoss" : 5863000000,
    "NoncashAssetRelatedRestructuringCharge" : 56000000,
    "NonoperatingIncomeExpense" : 74000000,
    "OperatingExpenses" : 8558000000,
    "OperatingIncomeLoss" : 7776000000,
    "OtherAssetsCurrent" : 6173000000,
    "OtherAssetsFairValueDisclosure" : 2000000,
    "OtherAssetsNoncurrent" : 3060000000,
    "OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentNetOfTax" : -231000000,
    "OtherComprehensiveIncomeLossAvailableForSaleSecuritiesTax" : -124000000,
    "OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax" : 247000000,
    "OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesTax" : 6000000,
    "OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax" : -390000000,
    "OtherComprehensiveIncomeLossForeignCurrencyTranslationAdjustmentTax" : -211000000,
    "OtherComprehensiveIncomeLossNetOfTax" : -374000000,
    "OtherFinancialInstrumentCovenantMinimumLiquidity" : 1000000000,
    "OtherLiabilitiesCurrent" : 6623000000,
    "OtherLiabilitiesNoncurrent" : 12423000000,
    "OtherNonoperatingIncomeExpense" : -209000000,
    "PaymentsForRepurchaseOfCommonStock" : 2145000000,
    "PaymentsOfDividendsCommonStock" : 2547000000,
    "PaymentsToAcquireInvestments" : 19167000000,
    "PaymentsToAcquirePropertyPlantAndEquipment" : 1490000000,
    "ProceedsFromDebtMaturingInMoreThanThreeMonths" : 0,
    "ProceedsFromIssuanceOfCommonStock" : 121000000,
    "ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities" : 2389000000,
    "ProceedsFromPaymentsForOtherFinancingActivities" : 285000000,
    "ProceedsFromRepaymentsOfShortTermDebtMaturingInThreeMonthsOrLess" : 4798000000,
    "ProceedsFromSaleOfAvailableForSaleSecurities" : 16108000000,
    "PropertyPlantAndEquipmentNet" : 13607000000,
    "RecognitionOfDeferredRevenue" : 11495000000,
    "RepaymentsOfDebtMaturingInMoreThanThreeMonths" : 0,
    "ResearchAndDevelopmentExpense" : 2903000000,
    "RestructuringAndRelatedCostExpectedCostRemaining1" : 200000000,
    "RestructuringAndRelatedCostNumberOfPositionsEliminatedInceptionToDate" : 17500,
    "RestructuringCharges" : 132000000,
    "RestructuringReserve" : 275000000,
    "RetainedEarningsAccumulatedDeficit" : 19731000000,
    "SalesRevenueNet" : 26470000000,
    "SecuritiesLoaned" : 414000000,
    "SegmentOperatingExpenseExcludingIntegrationAndRestructuring" : 8315000000,
    "SellingAndMarketingExpense" : 4315000000,
    "ShortTermBorrowings" : 8299000000,
    "StockRepurchaseProgramRemainingAuthorizedRepurchaseAmount1" : 31100000000,
    "StockholdersEquity" : 91879000000,
    "TradingSymbol" : "MSFT",
    "WeightedAverageNumberOfDilutedSharesOutstanding" : 8297000000,
    "WeightedAverageNumberOfSharesOutstandingBasic" : 8228000000,
    "accessionNumber" : "0001193125-15-020351",
    "cik" : "0000789019",
    "date" : 1422230400000,
    "dateFiled" : 1422230400000,
    "documentType" : "10-Q",
    "entityName" : "MICROSOFT CORP",
    "id" : "REPORTED_FINANCIALS",
    "irsNumber" : "911144442",
    "key" : "MSFT",
    "periodEnd" : 1419984000000,
    "periodStart" : 1412121600000,
    "reportLink" : "https://www.sec.gov/Archives/edgar/data/789019/000119312515020351/msft-20141231.xml",
    "subkey" : "10-Q",
    "update" : "20150126",
    "updated" : 1620931568000
  }
]

Data Weighting (applicable only to legacy price plans)

.001 credit 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.

The example object above represents data available for one stock, and keys may vary across stocks or dates.


Available Methods

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

Examples

Path Parameters

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

Query Parameters

This endpoint uses all standard time-series query parameters.

Response Parameters

This endpoint inherits common response attributes from time-series.

Financials

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

This endpoint is carried over from the IEX 1.0 API. Use our new cash-flow, income statement, and balance-sheet endpoints for new data.
This data is also available with Time Series under ID FINANCIALS


HTTP REQUEST

GET /stock/{symbol}/financials/

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 (applicable only to legacy price plans)

.005 credit 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 Parameters

Parameter 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 response attributes 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

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.

This data is also available with Time Series under ID MUTUAL_FUND_HOLDERS


HTTP REQUEST

GET /stock/{symbol}/fund-ownership

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 (applicable only to legacy price plans)

.01 credit 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 response attributes 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 time report_date was udpated as milliseconds since Epoch
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.

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. If the company you are searching for is not returning data under Fundamentals or any of the Financials endpoints (Balance Sheet, Cash Flow, Income), then try Financials As Reported.

HTTP REQUEST

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

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 (applicable only to legacy price plans)

.03 credit 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?last=4

Pull the lastest quarterly report (10-Q) for Apple. - /time-series/fundamentals/AAPL/quarterly?range=latest

Pull the last 2 reported quarters for Tesla. - /time-series/fundamentals/TSLA/quarterly?range=2q

Pull the last 2 reported quarters for Tesla. - /time-series/fundamentals/TSLA/quarterly?range=2q

Pull the last Q3 2020 for Tesla. - /time-series/fundamentals/TSLA/quarterly?limit=1&subattribute=fiscalQuarter|3,fiscalYear|2020

Path Parameters

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

Query Parameters

This endpoint uses all standard time-series query parameters.

Response Attributes

This endpoint inherits common response attributes 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
totalCashFlow number Sum of Cash Flow from Financing Activities, Cash Flow from Investing Activities, and Cash Flow from Operations
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.

Fundamental Valuations

Valuation inputs, key financial performance, growth and valuation ratios.

HTTP REQUEST

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

RESPONSE

[
  {
    "accountsPayableTurnover": 10.3562709301069,
    "accountsReceivableTurnover": 5.08799490499947,
    "altmanZScore": 2.2261012486168648,
    "asOfDate": "2021-06-30",
    "assetTurnover": 0.4421058456770766,
    "assetsToEquity": 2.658933454318051,
    "bbgCompositeTicker": "CDMO US",
    "bookValuePerShare": 1.3351654013946619,
    "cashConversionCycle": 81.6898235073226,
    "cik": "0000704562",
    "companyName": "Avid Bioservices Inc.",
    "companyStatusCurrent": "live",
    "currentRatio": 2.929457539190256,
    "dataGenerationDate": "2021-06-30",
    "dataType": "TTM",
    "daysInAccountsPayable": 35.244346392957,
    "daysInInventory": 45.1966766804356,
    "daysInRevenueDeferred": 0,
    "daysRevenueOutstanding": 71.737493219844,
    "debtToAssets": 0.3651425558359384,
    "debtToCapitalization": 0.5549932736067779,
    "debtToEbitda": 6.176669215086647,
    "debtToEquity": 0.8403798756636789,
    "dividendPerShare": 1,
    "dividendYield": 0.00631512,
    "earningsYield": 0.0025670872032095542,
    "ebitGrowth": 1.8287892791127542,
    "ebitReported": 12243000,
    "ebitToInterestExpense": 10.518041237113403,
    "ebitToRevenue": 0.12770684691450745,
    "ebitdaGrowth": 1.0429519718859819,
    "ebitdaMargin": 0.16372512204280887,
    "ebitdaReported": 15696000,
    "enterpriseValue": 1193362500,
    "evToEbit": 97.47304582210242,
    "evToEbitda": 76.02972094801223,
    "evToFcf": -28.272032693674486,
    "evToInvestedCapital": 6.845697354910138,
    "evToNopat": 97.47304582210242,
    "evToOcf": -38.270877429286124,
    "evToSales": 12.447975341094004,
    "expenseOperating": 17064000,
    "fcfYield": -0.0333325831330496,
    "figi": "BBG000JDWKY3",
    "filingDate": "2021-06-29",
    "filingType": "10-K",
    "fiscalQuarter": 4,
    "fiscalYear": 2021,
    "fixedAssetTurnover": 1.6613177139292274,
    "freeCashFlow": -42210000,
    "freeCashFlowGrowth": -3.0039219181745254,
    "freeCashFlowToRevenue": -0.44029290274126925,
    "goodwillTotal": 0,
    "incomeNetPerWabso": 0.06,
    "incomeNetPerWabsoSplitAdjusted": 0.056988767132699,
    "incomeNetPerWabsoSplitAdjustedYoyDeltaPercent": 1.2118498744401,
    "incomeNetPerWadso": 0.06,
    "incomeNetPerWadsoSplitAdjusted": 0.0558341466698078,
    "incomeNetPerWadsoSplitAdjustedYoyDeltaPercent": 1.20755769174522,
    "incomeNetPreTax": 11212000,
    "interestBurden": 0.9157886139018214,
    "interestMinority": 0,
    "inventoryTurnover": 8.07581501137225,
    "investedCapital": 174323000,
    "investedCapitalGrowth": 1.0294186127732892,
    "investedCapitalTurnover": 0.5499446429903111,
    "leverage": 2.658933454318051,
    "marketCapPeriodEnd": 1266328500,
    "netDebt": -72966000,
    "netDebtToEbitda": -4.648700305810397,
    "netIncomeGrowth": -15.240343347639485,
    "netIncomeToRevenue": 0.034610088872199275,
    "netWorkingCapital": 136868000,
    "netWorkingCapitalGrowth": 1.5470448116718774,
    "nibclRevenueDeferredTurnover": 0,
    "nopat": 12243000,
    "nopatGrowth": 1.8287892791127542,
    "nopatMargin": 0.12770684691450745,
    "operatingCashFlowGrowth": -7.6133616118769885,
    "operatingCashFlowInterestCoverage": -26.788659793814432,
    "operatingCfToRevenue": -0.3252597321316811,
    "operatingIncome": 12243000,
    "operatingIncomeToRevenue": 0.12770684691450745,
    "operatingReturnOnAssets": 0.05645994355389128,
    "pToBv": 16.290116548317382,
    "pToE": 381.6541591320071,
    "periodEndDate": "2021-04-30",
    "ppAndENet": 37455000,
    "preferredEquityToCapital": 0,
    "pretaxIncomeMargin": 0.11695247632160888,
    "priceAccountingPeriodEnd": 21.75,
    "priceDateAccountingPeriodEnd": "2021-04-29",
    "priceToRevenue": 13.209084366003255,
    "profitGrossToRevenue": 0.305701589685818,
    "quickRatio": 2.660947896695613,
    "researchDevelopmentToRevenue": 0,
    "returnOnAssets": 0.01249670445557606,
    "returnOnEquity": 0.09202592315921157,
    "revenueGrowth": 0.18630896401524533,
    "roce": 0.0629220759197015,
    "roic": 0.07023169633381711,
    "scexhid": 130241,
    "secid": 78563,
    "sgaToRevenue": 0.17799474277131055,
    "stockExchange": "NASDAQ",
    "symbol": "CDMO",
    "taxBurden": 0.2959329290046379,
    "ticker": "CDMO",
    "totalCapital": 174685000,
    "totalDebt": 96949000,
    "updateReason": "UPDATED_DATA",
    "wabso": 58222000,
    "wabsoSplitAdjusted": 58222000,
    "wadso": 59426000,
    "wadsoSplitAdjusted": 59426000,
    "workingCapitalTurnover": 1.005939014920988,

    "id": "FUNDAMENTAL_VALUATIONS",
    "key": "AAP",
    "subkey": "annual",
    "date": 1613952000000,
    "updated": 1623901673000
  },
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.075 credit per record

Data Timing

End of day

Data Schedule

6am, 7am, 8am, 11am, 12pm, 3pm UTC 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/FUNDAMENTAL_VALUATIONS/{symbol?}?next=1

Examples

Path Parameters

Parameter Details
symbol Primary security symbol
period Either annual, or ttm

Query Parameters

This endpoint uses all standard time-series query parameters. The most common use case will use the next query parameter.

Response Attributes

This endpoint inherits common response attributes from time-series.

Key Type Description
accountsPayableTurnover number Accounts Payable Turnover
The accounts payable turnover ratio shows how many times a company pays off its accounts payable during the period.
accountsReceivableTurnover number Accounts Receivable Turnover
The accounts receivable turnover ratio shows how quickly the company is paid for the credit it extends to customers.
altmanZScore number Altman Z-score
The Altman Z-score is the output of a credit-strength test that gauges a publicly-traded manufacturing company’s likelihood of bankruptcy.
Altman Z-Score is 1.2 * (working capital / total assets) + 1.4 * (retained earnings / total assets) + 3.3 * (earnings before interest and tax / total assets) + 0.6*(market value of equity / total liabilities) + 1.0*(sales / total assets).
asOfDate string Date last updated
assetTurnover number Asset Turnover
Revenue/average total assets
assetsToEquity number Equity Multiplier
Total Assets divided by average equity.
bbgCompositeTicker string BBG Composite Ticker
bookValuePerShare number Basic Book Value per Share
Basic Book Value per Share
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.
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”).
companyName string Company Name
companyStatusCurrent string Company Status Current
currentRatio number Current Ratio
Current assets divided by current liabilities
dataGenerationDate string Date data was generated, formatted YYYY-MM-DD
dataType string Data Type
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.
debtToAssets number Debt to Assets
Short term plus long term debt divided by total assets
debtToCapitalization number Debt to Capital Ratio
Total Debt divided by total debt & capital
debtToEbitda number Debt to EBITDA Ratio
Total Debt divided by EBITDA
debtToEquity number Debt to Equity (average)
Total Liabilities divided by Shareholders Equity
dividendPerShare number Dividend per share
Dividend paid per share of the accounting period
dividendYield number Dividend Yield (%)
Historic annual return from dividends
earningsYield number Earnings Yield
Earnings Yield = EPS / Price = 1 / (P/E Ratio), expressed as a percentage.
ebitGrowth number EBIT growth
EBIT growth
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.
ebitToInterestExpense number Interest Coverage
EBIT divided by net interest expense
ebitToRevenue number EBIT Margin (EBIT/Revenue)
EBIT divided by Revenue
ebitdaGrowth number EBITDA growth
EBITDA growth
ebitdaMargin number EBITDA Margin
EBITDA divided by Revenue
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.
enterpriseValue number Enterprise Value (EV)
Market Cap plus Net debt plus Minorities
evToEbit number EV/EBIT
Enterprise Value to EBIT Ratio
evToEbitda number EV/EBITDA
Enterprise Value to EBITDA Ratio
evToFcf number Enterprise Value to Free Cash Flow
Enterprise Value to Free Cash Flow Ratio
evToInvestedCapital number Enterprise Value to Invested Capital
Enterprise Value to Invested Capital Ratio
evToNopat number Enterprise Value to NOPAT
Enterprise Value to NOPAT Ratio
evToOcf number Enterprise Value to Operating Cash Flow
Enterprise Value to Operating Cash Flow Ratio
evToSales number EV/Sales
Enterprise Value to Sales Ratio
expenseOperating number Total Operating Expenses
Total operating expenses (SG&A, R&D and Depreciation)
fcfYield number Free Cashflow Yield (%)
Free Cash flow divided by Market Cap
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
fixedAssetTurnover number Fixed Asset Turnover
Revenue divided by Fixed Assets
freeCashFlow number Free Cash Flow
Cash Flow from Operating Activities less Interest expense (net of tax shield) and less Capex
freeCashFlowGrowth number Free Cash Flow Firm Growth
Free Cash Flow Firm Growth
freeCashFlowToRevenue number Free Cashflow Margin
Free Cashflow Margin
goodwillTotal number Goodwill and Intangibles
The difference between the fair market value of the assets and liabilities
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.
interestBurden number Interest Burden
EBT/EBIT
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.
inventoryTurnover number Inventory Turnover
Inventory turnover shows how many times a company has sold and replaced inventory during the period.
investedCapital number Invested Capital
Net working Capital plus net fixed assets plus net intangible assets
investedCapitalGrowth number Invested Capital Growth
Invested Capital Growth
investedCapitalTurnover number Invested Capital Turnover
Revenue divided by Invested Capital
leverage number Leverage
Average total assets/average equity
marketCapPeriodEnd number Market Cap at Period End
Market Cap at Period End
netDebt number Net Debt (including cash)
Net Debt (including cash)
netDebtToEbitda number Net Debt to EBITDA Ratio
Net Debt divided by EBITDA
netIncomeGrowth number Net Profit growth
Net Profit growth
netIncomeToRevenue number Net Margin
Net Income divided by Revenue
netWorkingCapital number Net Working Capital
The difference between a company’s current assets and current liabilities.
netWorkingCapitalGrowth number Net Working Capital growth
Net Working Capital growth
nibclRevenueDeferredTurnover number Deferred Revenue Turnover
Deferred revenue turnover
nopat number Net Operating Profit after Tax (NOPAT)
Net Operating Profit after Tax, or EBIT taxed at the effective tax rate
nopatGrowth number NOPAT Growth
NOPAT Growth
nopatMargin number NOPAT Margin
NOPAT divided by Revenue
operatingCashFlowGrowth number Operating Cash Flow Growth
Operating Cash Flow Growth
operatingCashFlowInterestCoverage number Operating Cash Flow Interest Coverage Ratio
Operating Cashflow divided by Interest cost
operatingCfToRevenue number Operating Cash Flow Margin
Operating Cashflow divided by Revenue
operatingIncome number Operating Income
Profit realized from operations, after deducting operating expenses such as wages, depreciation, and cost of goods sold (COGS).
operatingIncomeToRevenue number Operating Margin
Operating Income divided by Revenue
operatingReturnOnAssets number Operating Return on Assets (OROA)
Operating Return on Assets (OROA)
pToBv number P/BV
Price to Book Value
pToE number P/E
Price to Earnings Ratio
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.
preferredEquityToCapital number Preferred Equity to Total Capital
Preferred equity divided by Total Capital
pretaxIncomeMargin number Pretax Income Margin
Pretax Income divided by Revenue
priceAccountingPeriodEnd number Share Price Period End
Share price at the end of the accounting period
priceDateAccountingPeriodEnd string Date of Share Price Period End
Date of Share Price Period End
priceToRevenue number Price to Revenue
Price to Revenue
profitGrossToRevenue number Gross Margin
Gross Profit divided by Revenue
quickRatio number Quick Ratio
Cash and marketable securities plus accounts receivable all divided by current liabilities
researchDevelopmentToRevenue number R&D to Revenue
Research and development expensed divided by Revenue
returnOnAssets number Return on Assets (ROA)
Return on Assets (ROA)
returnOnEquity number Return on Equity (ROE)
Return on Equity (ROE)
revenueGrowth number Revenue growth
Revenue growth
roce number Return on Capital Employed (ROCE)
Return on Capital Employed (ROCE)
roic number Return on Invested Capital (ROIC)
Return on Invested Capital (ROIC)
scexhid number
secid number
sgaToRevenue number SG&A Expense to Revenue
SG&A expense divided by Revenue
stockExchange string Stock Exchange
symbol string Associated symbol or ticker
taxBurden number Tax Burden
Net Income / EBT
ticker string Ticker
totalCapital number Total Capital
Total Capital of the firm (Debt, Equity and Minorities)
totalDebt number Total Debt
Short and Long Term Debt
updateReason string Update Reason
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.
workingCapitalTurnover number Working Capital Turnover
Revenue divided by average working capital

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.

This data is also available with Time Series under ID HISTORICAL_PRICES


HTTP REQUEST

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

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 (applicable only to legacy price plans)

Adjusted + Unadjusted
.00001 credit per symbol per time interval returned (Excluding 1d)
Example: If you query for AAPL 5 days, it will return 5 days of prices for AAPL for .00005 credit.

Adjusted close only
.000002 credit 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 .00005 credit
Example: If you query for AAPL minute-bar for 20190610, it will return 390 minutes of data at a cost of .00005 credit.

Data Timing

End of Day

Data Schedule

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

If you are looking for the current day open, high, low, and close prices as soon as possible, use the ohlc endpoint. It is updated 15 minutes after the close, but note that it is unadjusted data.


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.
You can use the previous endpoint if you only need the previous day.


Query Parameters

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

Response Attributes

This endpoint inherits common response attributes 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.
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.

This data is also available with Time Series under ID INCOME

HTTP REQUEST

GET /stock/{symbol}/income

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 (applicable only to legacy price plans)

.001 credit 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 Parameters

Parameter 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 response attributes 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)

Insider Roster

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

This data is also available with Time Series under ID INSIDERS


HTTP REQUEST

GET /stock/{symbol}/insider-roster

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

.005 credit 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.

This data is also available with Time Series under ID INSIDER_SUMMARY


HTTP REQUEST

GET /stock/{symbol}/insider-summary

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 (applicable only to legacy price plans)

.005 credit 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 response attributes 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

Insider Transactions

Returns insider transactions.

This data is also available with Time Series under ID INSIDER_TRANSACTIONS


HTTP REQUEST

GET /stock/{symbol}/insider-transactions

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 (applicable only to legacy price plans)

.00005 credit 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 response attributes 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.

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.

This data is also available with Time Series under ID INSTITUTIONAL_HOLDERS


HTTP REQUEST

GET /stock/{symbol}/institutional-ownership

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 (applicable only to legacy price plans)

.01 credit 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 response attributes 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

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.

This returns 1 minute bar data where open, high, low, and close are per minute. If you need the latest stock price use the quote endpoint.


HTTP REQUEST

GET /stock/{symbol}/intraday-prices

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 (applicable only to legacy price plans)

.000001 credit per symbol per time interval up to a max use of .00005 credit
Example: If you query for msft 1d at 11:00am, it will return 90 minutes of data for a total of .00005 credit.

IEX Only intraday minute bar
0 credits per record returned. This will only return IEX data with keys minute, high, low, average, volume, notional, and numberOfTrades
Use the chartIEXOnly param

This endpoint is still subject to any API Usage debits.


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

IEX Cloud provides real time prices, volume, and quotes for all NMS US securities; sourced from the Investors Exchange. In order to receive DELAYED Nasdaq-listed security data through this endpoint Nasdaq UTP requires you to complete a Vendor Agreement. Delayed prices include open, close, extended hours prices, and other derived values. All users will continue to receive real time Investors Exchange data for free. DELAYED NYSE listed symbols are only available to paid users due to reporting requirements.


Available Methods

GET /stock/{symbol}/intraday-prices

Examples

Path Parameters

Parameter Details
symbol Valid symbol

Query 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.

IPO Calendar V2

This returns a list of upcoming or today IPOs scheduled for the current and next month.

HTTP REQUEST

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

RESPONSE

[
    {
      "currentPrice": null,
      "filedDate": "2021-06-03",
      "firstDayClose": null,
      "status": "WEDNESDAY",
      "companyName": "TIMPCO",
      "lockupPeriod": "",
      "managers": "MORGAN STANLEY/ GOLDMAN SACHS/ BOFA SECURITIES/ BARCLAYS/ WELLS FARGO SECURITIES/ UBS INVESTMENT BANK/ JEFFERIES/ DEUTSCHE BANK SECURITIES",
      "offeringDate": "2021-06-30",
      "offerPrice": null,
      "priceRangeHigh": 45,
      "priceRangeLow": 39,
      "quietperiod": "",
      "return": null,
      "shares": 42000000,
      "symbol": "TKPCO",
      "updated": "2021-06-21",
      "volume": 980000000
  },
  // ...
]

Data Weighting (applicable only to legacy price plans)

.0001 credit per IPO returned for upcoming-ipos
.0005 credit 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

Query Parameters

Option type Details
limit number Optional.
Limit total number of results returned, omit to collect all (note that this could lead to large credit cost)

Response Attributes

This endpoint inherits common response attributes from time-series.

Key Type Description
companyName string IPO Company Name
currentPrice number Current Price (USD)
filedDate string IPO file date, formatted YYYY-MM-DD
firstDayClose number Price after the first trade day (USD)
lockupPeriod string Date the lockup period expires, formatted YYYY-MM-DD
managers string Company lead managers
offeringDate string The IPO offering date, formatted YYYY-MM-DD
offerPrice number Initial offering price (USD)
priceRangeHigh number The high end of share price range
priceRangeLow number The low end of share price range
quietPeriod string Date the quiet period expires, formatted YYYY-MM-DD
return number Return value (Percentage)
shares number Shares
status string Possible values are:
• Priced
• Withdrawn
• Postponed
• Week of
• Monday
• Tuesday
• Wednesday
• Thursday
• Friday
• Day-to-Day
symbol string The symbol of the company.
updated string When entry was last updated, formatted YYYY-MM-DD
volume number Estimated dollar volume

Largest Trades

This returns 15 minute delayed, last sale eligible trades.

HTTP REQUEST

GET /stock/{symbol}/largest-trades

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

.000001 credit 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

For Nasdaq-listed stocks, this endpoint returns an empty array unless the account has been authorized by UTP to receive delayed market data on Nasdaq-listed stocks.


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.

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}

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 (applicable only to legacy price plans)

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

Parameter Details
list-type Required.
• Valid values are mostactive, gainers, losers, iexvolume, iexpercent, premarket_losers, postmarket_losers, premarket_gainers, postmarket_gainers
• If omitted, all valid list-type values will be returned
• Access to pre or post market lists require UTP permissions

Query Parameters

Parameter 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.

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

HTTP REQUEST

GET /stock/{symbol}/logo

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

.000001 credit 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

Market Volume (U.S.)

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

HTTP REQUEST

GET /stock/market/volume

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 (applicable only to legacy price plans)

.000001 credit 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 Parameters

Parameter 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.

Markets

HTTP REQUEST

GET /market

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
  }
]

Examples

This endpoint returns near real time traded volume on the markets. Market data is captured by the IEX system from approximately 7:45 a.m. to 5:15 p.m. ET.

Query 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.

OHLC

Returns the official open and close for a given 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.

To get OHLC data over a period of time use the chart endpoint.


HTTP REQUEST

GET /stock/{symbol}/ohlc

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

.000002 credit 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.

Nasdaq Listed Securities: In order to receive Nasdaq-listed security data through this endpoint during the day, you will need to complete a Vendor Agreement with UTP. You will continue to receive Investors Exchange data for free and OHLC is available after 8pm ET for everyone else.


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 milliseconds since 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 milliseconds since 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

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

.0005 credit 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

RESPONSE

{
  "close": 116.59,
  "high": 117.49,
  "low": 116.22,
  "open": 116.57,
  "priceDate": "2020-11-27",
  "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 (applicable only to legacy price plans)

.000002 credit 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

RESPONSE

143.28

Data Weighting (applicable only to legacy price plans)

.000001 credit 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

Parameter 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

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,
  "currency": "USD",
  "isUSMarketOpen": false
}

Data Weighting (applicable only to legacy price plans)

.000001 credit 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

IEX Cloud provides real time prices, volume, and quotes for all NMS US securities; sourced from the Investors Exchange. In order to receive 15 minute DELAYED Nasdaq-listed security data through this endpoint Nasdaq UTP requires you to complete a Vendor Agreement. Delayed prices include open, close, extended hours prices, and other derived values. All users will continue to receive real time Investors Exchange data for free. 15 minute DELAYED NYSE listed symbols are only available to paid users due to reporting requirements.


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

Parameter 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 Parameters

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

Response Attributes

Key Type Description
avgTotalVolume number Refers to the 30 day average volume.
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.
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.
companyName string Refers to the company name.
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.
closeSource string Source of close if available
closeTime number Refers to the official listing exchange time for the close from the SIP. 15 minute delayed
currency string Currency in which the prices are quoted
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.
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
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).
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
highTime number Refers to the time high was updated as milliseconds since Epoch
iexAskPrice number Refers to the best ask price on IEX.
iexAskSize number Refers to amount of shares on the ask on IEX.
iexBidPrice number Refers to the best bid price on IEX.
iexBidSize number Refers to amount of shares on the bid on IEX.
iexClose number Refers to the close price from IEX.
iexCloseTime number Refers to the listing exchange time for the close from 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.
iexOpen number Refers to the open price from IEX.
iexOpenTime number Refers to the listing exchange time for the open from IEX.
iexRealtimePrice number Refers to the price of the last trade on IEX.
iexRealtimeSize number Refers to the size of the last trade on IEX.
iexMarketPercent number Refers to IEX’s percentage of the market in the stock.
iexVolume number Refers to shares traded in the stock on IEX.
isUSMarketOpen boolean For US stocks, indicates if the market is in normal market hours. Will be false during extended hours trading.
lastTradeTime number Milliseconds since Epoch of the last market hours trade excluding the closing auction trade.
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 milliseconds since Epoch 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.
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 the time low was updated as milliseconds since Epoch
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
marketCap number is calculated in real time using latestPrice.
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.
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)
openSource string Source of open if available
openTime number Refers to the official listing exchange time for the open from the SIP. 15 minute delayed
peRatio number Refers to the price-to-earnings ratio for the company.
previousClose number Refers to the previous trading day closing price. If the request is made before normal market hours (i.e., before 9:30am ET Monday - Friday), the price is from two trading days ago.
previousVolume number Refers to the previous trading day volume. If the request is made before normal market hours (i.e., before 9:30am ET Monday - Friday), the volume is from two trading days ago.
primaryExchange string Refers to the primary listing exchange for the symbol.
symbol string Refers to the stock ticker.
week52High number Refers to the adjusted 52 week high.
week52Low number Refers to the adjusted 52 week low.
volume number Total volume for the stock, but only updated after market open. To get premarket volume, use latestVolume
ytdChange number Refers to the price change percentage from start of year to previous close.

Real-Time Quote

See the Quote endpoint above which includes real time, pre market, post market, delayed, and end of day prices


Return of Capital

Corporate action rights issue. An offering of additional or new shares to current shareholders. Includes international symbols. History available since 2007.

HTTP REQUEST

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

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",
    "key": "ICGGF",
    "subkey": "17077",
    "date": 1593129600000,
    "updated": 1574690148000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.075 credit 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

Parameter 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.

Query Parameters

This endpoint uses all standard time-series query parameters.

Response Attributes

This endpoint inherits common response attributes from time-series.

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

Right to Purchase

Corporate action right to purchase. Includes international symbols. History available since 2007.

HTTP REQUEST

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

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",
    "key": "APBCF",
    "subkey": "6091477",
    "date": 1575504000000,
    "updated": 1574694416000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.075 credit 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

Parameter 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.

Query Parameters

This endpoint uses all standard time-series query parameters.

Response Attributes

This endpoint inherits common response attributes from time-series.

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

Rights Issue

Corporate action rights issue. An offering of additional or new shares to current shareholders. Includes international symbols. History available since 2007.

HTTP REQUEST

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

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",
    "key": "OBDCF",
    "subkey": "6036935",
    "date": 1574985600000,
    "updated": 1574691160000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.075 credit 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

Parameter 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.

Query Parameters

This endpoint uses all standard time-series query parameters.

Response Attributes

This endpoint inherits common response attributes from time-series.

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

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

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

.000001 credit 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
symbol string The symbol of the Select Sector SPDR ETF corresponding to the sector
performance number Change percent of the sector for the trading day.
lastUpdated number Last updated time of the performance metric represented as milliseconds since Epoch.

SEC Filings

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

Security Reclassification

Security Reclassification. When a symbol undergoes a change. Includes international symbols. History available since 2018.

HTTP REQUEST

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

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",
    "key": "SSBFX",
    "subkey": "5844",
    "date": 1585267200000,
    "updated": 1574693523000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.075 credit 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

Parameter 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.

Query Parameters

This endpoint uses all standard time-series query parameters.

Response Attributes

This endpoint inherits common response attributes from time-series.

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

Security Swaps. A financial contract where two parties agree to exchange payments with each other based on stock price, interest rate, or commodity. Includes international symbols. History available since 2016.

HTTP REQUEST

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

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",
    "key": "FCEDX",
    "subkey": "5983233",
    "date": 1581033600000,
    "updated": 1574691224000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.075 credit 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

Parameter 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.

Query Parameters

This endpoint uses all standard time-series query parameters.

Response Attributes

This endpoint inherits common response attributes from time-series.

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

Coporate Action Spinoff. A company creates a new independent company by selling or distributing shares of its existing business. Includes international symbols. History available since 2007.

HTTP REQUEST

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

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",
    "key": "REPH",
    "subkey": "6053355",
    "date": 1574380800000,
    "updated": 1574690765000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.075 credit 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

Parameter 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.

Query Parameters

This endpoint uses all standard time-series query parameters.

Response Attributes

This endpoint inherits common response attributes from time-series.

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

Corporate action stock split. Regular and reverse stock splits. Includes international symbols. History available since 2007.

HTTP REQUEST

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

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",
    "key": "CRPYF",
    "subkey": "6057319",
    "date": 1579046400000,
    "updated": 1574689890000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.075 credit 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

Parameter 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.

Query Parameters

This endpoint uses all standard time-series query parameters.

Response Attributes

This endpoint inherits common response attributes from time-series.

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

Splits (Basic)

Company stock splits (US symbols only). This endpoint provides a simplified subset of the fields from our Splits endpoint and is ideal for more basic use cases.

This data is also available with Time Series under ID SPLITS


HTTP REQUEST

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

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 (applicable only to legacy price plans)

.00001 credit 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
This endpoint provides a simplified subset of the fields from our Splits endpoint and is ideal for more basic use cases.


Response Attributes

This endpoint inherits common response attributes 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 US symbol or ticker

Stats

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

HTTP REQUEST

GET /stock/{symbol}/advanced-stats

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": null,
}

Data Weighting (applicable only to legacy price plans)

.003 credit per symbol + Basic 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 basic 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 null as of 2024-02-15

Stats (Basic)

Key stats about a company. This endpoint provides a simplified subset of the fields from our Stats endpoint and is ideal for more basic use cases.

HTTP REQUEST

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

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 (applicable only to legacy price plans)

.000005 credit per call per symbol for full stats
.000001 credit 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

If you want to load a single stat into Excel, use the second example above. It shows how to pull the next earnings date.


Path Parameter

Parameter 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
This endpoint provides a simplified subset of the fields from our Stats endpoint and is ideal for more basic use cases.


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 Announced ex date of the next dividend
exDividendDate string Ex date of the last dividend
nextEarningsDate string Announced next earnings report date
peRatio number Price to earnings ratio calculated as (previous day close price) / (ttmEPS).
Note: This endpoint is calculated on a trailing twelve month basis.
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

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}

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

.00005 credit 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

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.

Use with caution. Due to the number of events returned, this can use a large number of credits. Please check the data weight of each type before using. This can return over 4,000 estimates for 40m credits. To limit usage, pass in an exactDate, specify from and to, and/or limit which event types you query for.


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
GET /stock/market/upcoming-events
GET /stock/market/upcoming-events?exactDate=20210925
GET /stock/market/upcoming-events?includeToday=true
GET /stock/market/upcoming-events?from=20210925

RESPONSE

// If symbol is specified
{
  "earnings": [
    // see earnings for record format
  ],
  "dividends": [
    // see dividends for record format
  ],
  "splits": [
    // see splits for record format
  ]
}

// If symbol is market
{
  "ipos": [
    // see IPOs v2 for record format
  ],
  "earnings": [
    // see earnings for record format
  ],
  "dividends": [
    // see dividends for record format
  ],
  "splits": [
    // see splits for record format
  ]
}

Data Weighting (applicable only to legacy price plans)

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
GET /stock/market/upcoming-events
GET /stock/market/upcoming-dividends
GET /stock/market/upcoming-splits
GET /stock/market/upcoming-earnings
GET /stock/market/upcoming-ipos

Examples

Query Parameters

Parameter Type Details
fullUpcomingEarnings boolean Optional.
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 cost many credits.
includeToday boolean Optional.
Include today in upcoming results. Default false
exactDate string Optional.
Formatted as YYYYMMDD. This can be used for to limit data to only a certain date. For earnings this is the projected announcement date. For splits and dividends it is the exDate. For IPOs it is the IPO date.
from string Optional.
Formatted as YYYYMMDD. Select data from this date onward.
to string Optional.
Formatted as YYYYMMDD. Select data up to this date. If omitted, default will be next 2 weeks.
sort string Optional.
Sort results in asc or desc order.

Response Attributes

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

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

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

.00002 credit 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

News

Intraday 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

This data is also available with Time Series under ID NEWS.


HTTP REQUEST

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

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 (applicable only to legacy price plans)

.0001 credit per symbol per news item returned

Data Timing

Intraday

Data Schedule

Continuous

Data Source(s)

Source Delay Regions Coverage
CityFalcon 1 hour* US only* 10,000+ assets
Kwhen 15 min US Only 1,000+ assets
Invezz 15 min US Only 100+ assets
Public None US Only 10,000+ assets
Bullish 15 min US Only 100+ assets

and more…

Available Methods

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

Examples

Query Parameters

Option type Details
language string Optional.
Filter results by ISO 639-1 language code, e.g. language=en for English. Note that this is equivalent to calling Time Series with subattribute=lang|en

Path Parameters

Parameter 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  Article publish timestamp as milliseconds since Epoch
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. 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}

RESPONSE

[
  {
  "datetime":1624014000000,
  "hasPaywall":false,
  "headline":"COVID-19 vaccines for Taiwan to be bought by Apple suppliers TSMC and Foxconn",
  "image":"https://cloud.iexapis.com/v1/news/image/3FR4KFyB2Dg3Dv0hIwxSMxmGJRG87M1iscBgyeUkA5ud",
  "imageUrl":"https://i1.wp.com/9to5mac.com/wp-content/uploads/sites/6/2021/06/COVID-19-vaccines-for-Taiwan.jpg?resize=1200%2C628&quality=82&strip=all&ssl=1",
  "lang":"en",
  "provider":"CityFalcon",
  "qmUrl":"https://machash.com/9to5mac/309507/covid-19-vaccines-taiwan-to-bought-apple-suppliers-tsmc/?utm_campaign=cityfalcon&utm_medium=cityfalcon&utm_source=cityfalcon",
  "related":"AAPL",
  "source":"GlassWave",
  "summary":"Apple suppliers TSMC and Foxconn are working on buying millions of doses of COVID-19 vaccines for Taiwan. The plan is for the two companies to buy the vaccines, then donate them to the government for distribution to the people of the island nation. The indirect arrangement, where the government authorizes private companies to buy vaccines on behalf of the country, is designed to thwart Chinese interference . . . more . . . The post COVID-19 vaccines for Taiwan to be bought by Apple suppliers TSMC and Foxconn appeared first on 9to5Mac.",
  "url":"https://cloud.iexapis.com/v1/news/article/3FR4KFyB2Dg3Dv0hIwxSMxmGJRG87M1iscBgyeUkA5ud",
  "id":"NEWS",
  "key":"AAPL",
  "subkey":"3FR4KFyB2Dg3Dv0hIwxSMxmGJRG87M1iscBgyeUkA5ud",
  "date":1624014000000,
  "updated":1624014000000
  }
]

Data Weighting (applicable only to legacy price plans)

.0001 credit per news item returned

Data Timing

Intraday EOD

Data Schedule

Continuous

Data Source(s)

Source Delay Coverage
CityFalcon 1 hour US only
Kwhen None Global
Invezz None Global
Public None Global
Bullish None Global

and more…

Available Methods

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

Examples

Path Parameters

Parameter Description
symbol Optional.
• Valid symbol

Query Parameters

All query parameters supported by time series

Response Attributes

This endpoint inherits common response attributes from time-series.

Key Type Description
datetime number  Article publish timestamp as milliseconds since Epoch
hasPaywall boolean  Whether the news source has a paywall
headline string 
image string  URL to IEX Cloud for associated news image. Note: You will need to append your token before calling.
imageUrl string Source image url
lang string  Language of the source article
provider string  Provider of the news article.
qmUrl string Source article url
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
source string  Source of the news article. Make sure to always attribute the source.
summary string 
url string  URL to IEX Cloud for associated news image. Note: You will need to append your token before calling.

Streaming News

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

SSE Streaming Example (Paid subscriptions only)

curl --header 'Accept: text/event-stream' 'https://cloud-sse.iexapis.com/v1/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/v1/news-stream?token=YOUR_TOKEN'

RESPONSE

  {
  "datetime":1624014000000,
  "hasPaywall":false,
  "headline":"COVID-19 vaccines for Taiwan to be bought by Apple suppliers TSMC and Foxconn",
  "image":"https://cloud.iexapis.com/v1/news/image/3FR4KFyB2Dg3Dv0hIwxSMxmGJRG87M1iscBgyeUkA5ud",
  "imageUrl":"https://i1.wp.com/9to5mac.com/wp-content/uploads/sites/6/2021/06/COVID-19-vaccines-for-Taiwan.jpg?resize=1200%2C628&quality=82&strip=all&ssl=1",
  "lang":"en",
  "provider":"CityFalcon",
  "qmUrl":"https://machash.com/9to5mac/309507/covid-19-vaccines-taiwan-to-bought-apple-suppliers-tsmc/?utm_campaign=cityfalcon&utm_medium=cityfalcon&utm_source=cityfalcon",
  "related":"AAPL",
  "source":"GlassWave",
  "summary":"Apple suppliers TSMC and Foxconn are working on buying millions of doses of COVID-19 vaccines for Taiwan. The plan is for the two companies to buy the vaccines, then donate them to the government for distribution to the people of the island nation. The indirect arrangement, where the government authorizes private companies to buy vaccines on behalf of the country, is designed to thwart Chinese interference . . . more . . . The post COVID-19 vaccines for Taiwan to be bought by Apple suppliers TSMC and Foxconn appeared first on 9to5Mac.",
  "url":"https://cloud.iexapis.com/v1/news/article/3FR4KFyB2Dg3Dv0hIwxSMxmGJRG87M1iscBgyeUkA5ud",
  "id":"NEWS",
  "key":"AAPL",
  "subkey":"3FR4KFyB2Dg3Dv0hIwxSMxmGJRG87M1iscBgyeUkA5ud",
  "date":1624014000000,
  "updated":1624014000000
  }

Data Weighting (applicable only to legacy price plans)

.0001 credit per symbol per update

Data Timing

Real-time

Data Schedule

Continous

Data Source(s)

Source Delay Regions Coverage
CityFalcon 1 hour* US only* 10,000+ assets
Kwhen 15 min US only 1,000+ assets
Invezz 15 min US only 100+ assets
Public None US only 10,000+ assets
Bullish 15 min US only 100+ assets

and more…

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  Article publish timestamp as milliseconds since Epoch
hasPaywall boolean  Whether the news source has a paywall
headline string 
image string  URL to IEX Cloud for associated news image. Note: You will need to append your token before calling.
imageUrl string Source image url
lang string  Language of the source article
provider string  Provider of the news article. (Is always CityFalcon for this dataset)
qmUrl string Source article URL
related string  Comma-delimited list of tickers associated with this news article. Not all tickers are available on the API. Make sure to check for tickers in the Symbols reference data page.
source string  Source of the news article. Make sure to always attribute the source.
summary string 
url string  URL to IEX Cloud for associated news image. Note: You will need to append your token before calling.

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

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

.00001 credit 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  milliseconds since Epoch 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

RESPONSE

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

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per rate

Data Timing

Realtime

Data Schedule

9pm Sun - 9pm 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  milliseconds since Epoch 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

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 (applicable only to legacy price plans)

.00001 credit 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  milliseconds since Epoch 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

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 (applicable only to legacy price plans)

.00001 credit 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  milliseconds since Epoch of the given rate

Treasuries

Daily Treasury Rates

This endpoint provides the daily constant maturity rate for 30 year, 20 year, 10 year, 7 year, 5 year, 3 year, 2 year, 1 year, 6 month, 3 month, and 1 month treasuries.
History available since 1962.

This data is also available with Time Series under ID TREASURY and keys as specified below


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",
    "key": "COMPOUT",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.00001 credit 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

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
DGS7 7 Year constant maturity rate
DGS5 5 Year constant maturity rate
DGS3 3 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.

This data is also available with Time Series under ID ENERGY and keys DCOILWTICO, DCOILBRENTEU


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",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.00001 credit 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.

This data is also available with Time Series under ID ENERGY and key DHHNGSP


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",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.00001 credit 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.

This data is also available with Time Series under ID ENERGY and key DHOILNYH


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",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.00001 credit 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.

This data is also available with Time Series under ID ENERGY and key DJFUELUSGULF


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",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.00001 credit 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.

This data is also available with Time Series under ID ENERGY and key GASDESW


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",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.00001 credit 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.

This data is also available with Time Series under ID ENERGY and keys GASREGCOVW, GASMIDCOVW, GASPRMCOVW


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",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.00001 credit 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.

This data is also available with Time Series under ID ENERGY and key DPROPANEMBTX


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",
    "key": "DCOILWTICO",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.00001 credit 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

Consumer Price Index

This endpoint provides the consumer price index for all urban consumers

This data is also available with Time Series under ID ECONOMIC and key CPIAUCSL


HTTP REQUEST

GET /data-points/market/{symbol}

Plain Text Response

2.5

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System (US)

Notes

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol CPIAUCSL Consumer Price Index All Urban Consumers

Federal Fund Rates

This endpoint provides the effective federal funds rate

This data is also available with Time Series under ID ECONOMIC and key FEDFUNDS


HTTP REQUEST

GET /data-points/market/{symbol}

Plain Text Response

2.5

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System (US)

Notes

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.

This data is also available with Time Series under ID ECONOMIC and key A191RL1Q225SBEA


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",
    "key": "DGS10",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Quarterly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System (US)

Notes

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

This data is also available with Time Series under ID ECONOMIC and key WIMFSL


HTTP REQUEST

GET /data-points/market/{symbol}

Plain Text Response

2,195

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Weekly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System

Notes

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

This data is also available with Time Series under ID ECONOMIC and key IC4WSA


HTTP REQUEST

GET /data-points/market/{symbol}

Plain Text Response

210,000

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Weekly ending Saturday

Data Schedule

6am UTC

Data Source(s)

U.S. Employment and Training Administration

Notes

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

This data is also available with Time Series under ID ECONOMIC and key INDPRO


HTTP REQUEST

GET /data-points/market/{symbol}

Plain Text Response

2.5

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System (US)

Notes

Available Methods

GET /data-points/market/{symbol}

Examples

Path Parameters

Option Value Description
symbol INDPRO Industrial Production Index

Total Housing Starts

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

This data is also available with Time Series under ID ECONOMIC and key HOUST


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",
    "key": "DGS10",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.00001 credit 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

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

This data is also available with Time Series under ID ECONOMIC and key PAYEMS


HTTP REQUEST

GET /data-points/market/{symbol}

Plain Text Response

160000

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

U.S. Bureau of Labor Statistics

Notes

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

This data is also available with Time Series under ID ECONOMIC and key TOTALSA


HTTP REQUEST

GET /data-points/market/{symbol}

Plain Text Response

15.5

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

U.S. Bureau of Economic Analysis

Notes

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

This data is also available with Time Series under ID ECONOMIC and key WRMFSL


HTTP REQUEST

GET /data-points/market/{symbol}

Plain Text Response

999

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Weekly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System

Notes

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.

This data is also available with Time Series under ID ECONOMIC and key UNRATE


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",
    "key": "DGS10",
    "subkey": "NONE",
    "date": 1574208000000,
    "updated": 1574359220000
  }
  // { ... }
]

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

U.S. Bureau of Labor Statistics

Notes

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

This data is also available with Time Series under ID ECONOMIC and key RECPROUSM156N


HTTP REQUEST

GET /data-points/market/{symbol}

Plain Text Response

.37

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

U.S. Bureau of Economic Analysis

Notes

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.

Rates

CD Rates

This endpoint provides jumbo and non-jumbo CD rates.

This data is also available with Time Series under ID RATES and keys MMNRNJ, MMNRJD


HTTP REQUEST

GET /data-points/market/{symbol}

Plain Text Response

2.5

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Weekly

Data Schedule

6am UTC Friday

Data Source(s)

Federal Deposit Insurance Corporation

Notes

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

Credit Card Interest Rate

This endpoint provides the commercial bank credit card interest rate

This data is also available with Time Series under ID RATES and key TERMCBCCALLNS


HTTP REQUEST

GET /data-points/market/{symbol}

Plain Text Response

15.1

Data Weighting (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Monthly

Data Schedule

6am UTC

Data Source(s)

Board of Governors of the Federal Reserve System (US)

Notes

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

Mortgage

Mortgage Rates

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

This data is also available with Time Series under ID MORTGAGE and keys MORTGAGE30US, MORTGAGE15US, MORTGAGE5US


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 (applicable only to legacy price plans)

.00001 credit per symbol per date

Data Timing

Weekly

Data Schedule

6am UTC Friday

Data Source(s)

Freddie Mac

Notes

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

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.

This endpoint is useful for creating an autocomplete search box.


HTTP REQUEST

GET /search/{fragment}

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":