Changelog#

Here are the notable changes.

2023-07-20#

The IEX Cloud Apperate gateway has been upgraded to use Transport Layer Security (TLS) 1.2. All API endpoint clients using TLS must upgrade to TLS 1.2+.

2023-07-14#

The Has News fact now requires the News bundle.

2023-06-06#

(NEW article) Real-Time Write Performance Tips

2023-05-24#

2023-05-09#

2023-05-05#

2023-04-24#

2023-04-21#

2023-04-20#

  • Change free trial credit expiration to seven days.

2023-04-18#

2023-04-14#

  • Remove non-timeseries IEX Cloud Data from datasets list in the Console’s left navigation because they do not make sense to query using SQL.

  • (NEW article) Filter on Custom Dataset Events

2023-04-10#

  • Add more stats to rule details, including the state and timestamp of the last failed event.

2023-04-05#

2023-04-03#

2023-03-31#

2023-03-28#

2023-03-24#

  • In the Connector UI, enable selecting an existing dataset.

2023-03-22#

(NEW features)

2023-03-17#

The HISTORICAL_FX dataset is deprecated and removed.

2023-03-15#

The Apperate UI has been updated for the following capabilities:

  • Re-organized and simplified left navigation bar

  • Re-ordered tabs on the dataset page

  • Simplified overview page for datasets

  • Left navigation bar now shows most recent data sources, rules, and datasets

2023-03-06#

The FUTURE_PRICES dataset and endpoints are deprecated and planned for removal from Apperate and IEX Cloud Legacy.

  • Apperate endpoint: GET /data/CORE/FUTURE_PRICES

  • Legacy endpoint: End of Day Futures (Beta)

2023-03-03#

Deprecated and removed the following datasets from Apperate:

  • DIVIDENDS - replaced by superset dataset ADVANCED_DIVIDENDS

  • DIVIDENDS_FORECAST - was mistakenly added to Apperate

  • ESTIMATES - was mistakenly added to Apperate

  • FINANCIALS - use BALANCE_SHEET, INCOME, and CASH_FLOW instead

  • SPLITS - replaced by superset dataset ADVANCED_SPLITS

  • STATS - replaced by superset dataset ADVANCED_STATS

2023-03-02#

Deprecated the IPO Calendar dataset and endpoint. To get today’s IPOs and upcoming scheduled IPOs, please see Today IPOs and Upcoming IPO Calendar respectively.

2023-02-10#

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

  • Ability to write rules on private (My Workspace) data

  • A rule is no longer limited to just one symbol

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

  • ruleset has been removed and is replaced by index.

  • index has been added. It is an array that accomodates multiple data points IEX Cloud Financial Data or private (My Workspace) datasets–rules are no longer limited to IEX Cloud Financial Data and 1 symbol.

  • conditions references index values and not just field conditions.

2023-01-25#

  • Removed the Cryptocurrency endpoints and corresponding documentation.

2023-01-19#

  • POST /write is deprecated and replaced with POST /record. This was done to comply to RESTful Maturity level 1 & 2.

2023-01-13#

  • The Crypto endpoints are deprecated. This affects the following endpoints:

    • GET /crypto/{symbol}/quote

    • GET /crypto/{symbol}/book

    • GET /crypto/{symbol}/price

    • GET https://cloud-sse.iexapis.com/stable/cryptoEvents

    • GET /ref-data/crypto/symbols

2022-12-14#

  • Add CUSIP, ISIN and PermID URL(permid) to Knowledge Graph corpactions view.

  • add PermID (alpha) to supported securities identifier.

2022-12-13#

  • Improve POST /write speed.

  • Add Data Timing and Update Schedule details for IEX Cloud Financial Datasets.

2022-12-12#

2022-12-07#

  • Fix iexjs installation command instructions.

2022-12-06#

2022-12-05#

  • Disable real-time datasets for free plans.

  • Pause Apperate input streams until the data sources attach.

  • Reinstate the following common Apperate query parameters: cache, cacheTTL, callback

2022-12-02#

  • Egress credits are now charged for all active membership plans, including free plans.

  • Describe the GET /data parameters.

2022-12-01#

2022-11-28#

2022-11-22#

  • (NEW feature) Real-time writes with the apperate.write() JS method and the POST /write REST endpoint

  • Fix interface for managing the IEX Cloud Legacy pay-as-you-go credit limit

2022-11-21#

2022-11-16#

  • Exclude system datasets from max dataset check. See Pricing for your plan’s maximum Number of Datasets.

2022-11-15#

  • Add validationTopic to data-job schema. See also Create a Job.

  • Speed up metadata: HSCAN 10 -> HSCAN 500. See SCAN.

  • Fix unhandled rejection in validation task

2022-11-14#

2022-11-10#

2022-10-18#

  • When UTP is not authorized, specific fields are not returned from Quote, Intraday Prices, and OHLC endpoints. See Get Nasdaq-listed Stock Data.

2022-10-17#

  • Perform symbology lookup for aliased columns.

2022-10-12#

  • Add edit-on-GitHub icon for all docs site articles.

2022-10-11#

  • Fix IEX Cloud Financial Dataset Open Docs link.

2022-10-07#

  • In credit use page, show user-visible IDs of deleted datasets.

2022-10-05#

  • Disable the sql-query Data API endpoint.

2022-10-03#

  • Premium Data is no longer available for purchase and the following endpoints are deprecated:

    • Audit Analytics

    • Audit Analytics Accounting Quality and Risk Matrix

    • Audit Analytics Director and Officer Changes

    • Fraud Factors

    • Non-Timely Filings

    • Kavout

    • K Score For China A-Shares

    • K Score For US Equities

    • Precision Alpha

    • Precision Alpha Price Dynamics

    • Refinitiv - Earnings

    • Refinitiv - Estimates

    • Refinitiv - Price Target

    • Analyst Recommendations

    • Refinitiv - Refinitiv

2022-09-29#

2022-09-27#

2022-09-22#

  • Disable but show paid IEX Cloud Financial Datasets to free users.

  • Forbid dashes in workspace names.

2022-09-14#

  • Reduce initial console load time.

2022-09-08#

  • Handle Paygo credit if needed at upgrade

2022-08-31#

  • Show data ingestion progress in dataset overviews

2022-08-30#

  • Speed up time series metadata API call

  • Fix schema index UI

  • Add missing routes to GET /openapi-doc response

2022-08-29#

  • Deprecate the Sandbox testing environment

  • For a dataset’s Share API Docs token selector, show only tokens that have access to that dataset

  • Detect updates to time-series-inventory metadata, even when the dataset has not records

2022-08-25#

  • Return an error code in the message when an entity can’t be created

  • Fix workspace creation on upgrades from legacy plans

2022-08-23#

  • Fix upgrade from legacy Individual plan

  • Disable Cloud Cache in Apperate

  • Enable free Apperate plan tiers to create data sources, schedules, and credentials

2022-08-22#

  • Increase Minutebar transaction processing

2022-08-19#

  • Fix creating a dataset without any data source

  • Fix creating a dataset manually

  • Refactor Minutebar to consume less resources

2022-08-18#

  • Fix undefined data types in dataset API response attribute descriptions

  • Auto-enable pay-as-you-go in Apperate

  • Fix IEX Cloud Financial Data API docs rendering speed

  • Restrict dataset names to alpha-numeric characters and underscores

  • Show console error message when max number of datasets reached

2022-08-15#

  • Add descriptions for all IEX Cloud Financial Datasets

2022-08-11#

  • Fix dataset record counts

2022-08-10#

  • Provide one-step dataset creation–Apperate infers the schema

2022-08-05#

  • Support renaming datasets

2022-08-03#

  • Deconflict references to API docs for IEX Cloud Financial datasets and private datasets with the same name

2022-07-26#

  • Mark IEX Cloud Financial Dataset indexed attributes in IEX Cloud Financial Datasets sidebar

2022-07-22#

  • Fix displaying attribute types in datasets sidebar

2022-07-19#

  • Deprecate the internal “platform” dataset

2022-07-07#

  • Fix propagating indexed columns from nested views

2022-07-05#

  • Correct storage limit to 5gb

2022-06-30#

  • If you click an S3 bucket file name, select that file for ingestion

  • If an S3 data source object isnt found, indicate the missing bucket or file, including its name path

  • List each workspace’s datasets

  • If the user exceeds the storage limit, halt data ingestion jobs and print the amount of data currently stored

2022-06-28#

  • Keep auto-generated data sources from creating datasets

2022-06-24#

  • Fix ingestion schedule pause/re-enable functionality

  • List bucket contents when creating dataset from an S3 bucket

  • Add ability to create credentials in the Credentials dropdown

2022-06-17#

  • Add a dataset export mechanism

2022-06-16#

  • Make indexed schema properties required; allow all others to be null

2022-06-15#

  • Go to the create dataset page immediately upon creating a workspace

  • Add an API to page through S3 bucket listings

  • Make _system a reserved name prefix

2022-06-13#

2022-06-09#

  • Map the symbology property to the primary index property

  • Add APIs to generate schemas from remote data sources

2022-06-08#

  • Supprt selecting data files that have any name suffix or no name suffix

2022-06-03#

2022-06-02#

2022-05-31#

  • Save console messages to the log stream

  • Add aliases as suggested words in the SQL editor

2022-05-27#

  • Improve API docs URLs by replacing spaces with hyphens

2022-05-25#

2022-05-24#

  • Validate schemas during dataset generation

  • Fix insert row on the DATASET → Database page

2022-05-19#

2022-05-17#

  • Support DISTINCT in SQL queries

  • Support changing the dataset property associated with IEX Cloud’s metadata graph.

2022-05-16#

  • Support querying datasets that have hyphens in their names

2022-05-12#

  • Generate JSON schema for SQL view datasets

2022-05-11#

2022-05-10#

2022-05-09#

  • Make table lookup case-insensitive

  • Add SQL support for column aliases. Try it in your dataset Databse page’s SQL editor.

2022-05-06#

  • Support GROUP BY in SQL queries

2022-04-29#

  • Get new/modified dataset data by calling GET /data/:workspace/:id/:key?/:subkey? specifying a previous query ID using the queryId query parameter. See GET /data.

2022-04-27#

  • Support synchronous ingestion using “wait” query parameter. You can ingest data synchronously when calling the POST /data/:workspace/:id endpoint by setting the wait query parameter to true. See POST /data.

2022-04-25#

  • Add API endpoint to GET log messages. You can fetch your logs by executing the GET /logs/:workspace. endpoint. See GET /logs.

2022-04-20#

  • Improve logging for dataset jobs and console events. Learn more at Monitoring Logs.

2022-04-18#

  • Opt-in to map a property to our financial identifier metadata graph. See Define a Schema.

2022-04-13#