API access

• SEC Filing
• CIK Information
• Symbol to CIK mapping
• Fusion Hunter
• Insider Trading
• Insider Holding
• Top Insider Trading
• Investment Company CIK
• Investment Company Holding
• Top Investment Company Trading
• Income Statement
• Balance Sheet
• Cash FLow
• Fundamental Query
• Sector Code Mapping
• Industry Code Mapping

Access Guide Briefing

All users will be granted an API token (a 20 character string) on successful registration. The API token can be found in your account information page. All tiers from tier 0 to tier 5 have API access as indicated in Access Guide. The only difference between each tiers is the number of API queries you can make each day (i.e. all tiers have access to the same content as shown below).

All API queries should be started with

For example, if your API token is "abcdefg1234567890123", the query should be like

Remember that all API queries are case sensitive unless otherwise specified.
A query is not counted (i.e. do not consume your daily query quota) unless it returns at least one valid record to you.
Output by default is in CSV format. To output json format add format=json to the end of your query

SEC Filing [access=secfiling]

Retrieve SEC filings of specific CIK or trading symbol or form types

E.g. Retrieve SEC filings of AAPL for the latest filing day

Note: Symbol must be upcased.
For simplicity reason, we do not show the main path in the remaining examples.

E.g. Retrieve SEC filings of CIK 320193 for the latest filing day

Note: When both cik and symbol appear, cik takes precedence.

E.g. Retrieve SEC filings of AAPL from 2019-01-01 to 2019-03-01

Note: When startdate or enddate is not specified, default is the latest filing day.
Your can query up to 10 years of SEC filings. Each query is limited to output up to 2000 records.

E.g. Retrieve SEC filings of AAPL with form equal to 10-Q, 10-Q/A, 10-K, 10-K/A from 2015-01-01 to 2019-12-31

See below a comprehensive list of forms. Use "+" sign to represent white space in form name when making API query

E.g. Add links to child documents filed in each filing

E.g. Retrieve SEC filings for all filers with form equal to 4,4/A on the latest filing day

Input

Output

CIK Information [access=cikinfo]

Retrieve details of CIK like name, address, phone number

E.g. Retrieve details of CIK 320193

E.g. Retrieve details of CIKs with entity name starts with "Apple"

Note: startingchars is case insensitive, and by default is set to "AA".

Input

Output

refer to CIK to company information mapping

Symbol to CIK mapping [access=cikinfo]

E.g. Retrieve mapping between all trading symbols and CIKs

Output

refer to Symbol to CIK mapping

Fusion hunter [access=hunter]

A comprehensive screener that allows for filtering of fundamental, technical, and statistical indicators to quickly narrow down your watch list for top trading opportunity.

E.g. Retrieve stocks with close price ≥$5 and ≤$100 in the last trading day, and closed 10% higher than previous trading day, and trading volume ≥ 10000

E.g. similar to previous query but closed ≥10% and ≤50% than previous trading day

E.g. Retrieve stocks with significant daily price variation (≥upper 95% CI) and close price ≥$8 in the last trading day, and closed 5% higher than previous trading day

E.g. same as previous query, and also ouptut price variation related fields

E.g. similar to previous query, but require price variation ≥upper 99% CI

E.g. similar to previous query, also require PE ratio ≥5 and ≤50, and also output pe field

E.g. similar to previous query, also require market capital ≥30% of industry peers, and also output market capital, market capital industry quantile field

E.g. Retrieve stocks with close price crossed above 20-day SMA, and have close price ≥$10, and have volume ≥10000 in the last trading day

E.g. similar to previous query, also output 20-day SMA

E.g. similar to previous query, also require significant(≥99% CI) daily price variation

E.g. similar to previous query, also require 20-day boll's band span [(BB upper - BB lower)/20-day SMA * 100%] ≥ 10%, and add 20-day bbspan to output

E.g. similar to previous query, but relax BB span to ≥5%, and require RSI(relative strength index) of 20-day SMA ≥50 (i.e. upward trend), and add 20-day SMA RSI to output

E.g. similar to previous query, but require close price cross below 20-day SMA, and 20-day SMA RSI ≤50 (i.e. downward tend)

E.g. Retrieve stocks with close price within 2% above daily BB lower, and have significant price variation ≥95% CI, and add BB lower to the output

E.g. similar to previous query, and also limit close price to ≥$5, and volume to ≥10000, and BB span ≥10

E.g. Retrieve stocks that has 100% support on daily BB lower in the past 5 trading days, and have daily BB span ≥5

E.g. Retrieve stocks with ≥80% resistance on 20-day SMA In the past 5 trading days, and crossed above 20-day SMA in the last trading day, and have daily BB span ≥5, and include 20-day SMA in the output

E.g. similar to previous query, but require 80% resistance on 20-day SMA in the past 8 trading days, and add support/resistance possibility to output

E.g. Retrieve stocks with ≥ 80% resistance on 20-day SMA in the past 8 trading days, and crossed above 20-day SMA in the last trading day, and have BB span greater than 5%. Add 20-day SMA, bbspan, and percentage difference between close price and 20-day SMA to output

E.g. similar to previous query, but require a more stringent definition of resistance (i.e high price must be within ≤1% region below specific line to be considered as resistance event)

E.g. Retrieve stocks with ≥ 80% resistance (≤1.5% region) on daily pivot point in the past 5 trading days, and closed above daily pivot point in the last trading day, and have BB span greater than 5%. Add pivot point, bbspan, and percentage difference between close price and daily pivot point to output

E.g. Retrieve stocks closed 20% higher, and force include AAPL, IBM, NKE into hunting results

Tips: By setting close price (or any other parameters) to an unreasonable level, we can retrieve results only for a user defined list of symbols

Summarize hunting results

Query results from [access=hunter] can be further summarized by adding [getstat=1] to obtain the count and percentage of qualified stocks grouped by sector and industry. Note that when this option is enabled, the limit (max = 50 records) on the hunting results will be removed.

E.g. Summaize the stocks with close price ≥ 10% higher than previous trading day

Input toggle

Output toggle

Insider Trading [access=insidertrading]

Retrieve insider tradings history of specific security issuer by querying CIK or trading symbol. Retrieve insider filings of specific entity by repeorter CIK, for specific date range

E.g. Retrieve insider tradings filed on the last trading day by security issuer with CIK 320193

E.g. similar to previous query, and limit to insider filings between 2019-01-01 and 2019-01-30

Note: startdate and enddate by default are the last trading day

E.g. Retrieve filings of symbol AAPL between 2019-01-01 and 2019-01-30

E.g. Retrieve all insider tradings between 2019-01-01 and 2019-01-30

Note: output up to 2000 records

E.g. similar to pervious query, and limit to transactions with code P and S (i.e. open market purchase and sell)

Input

^a See form 4 for comprehensive list of valid transaction code

Output

Sector Code Mapping [access=seccode]

Retrieve mapping between sector code and sector name

Industry Code Mapping [access=idscode]

Retrieve mapping between industry code and industry name

Insider Holding [access=insiderholding]

Retrieve the latest insider holding details for specific company by trading symbol or CIK.

E.g. Retrieve insider holding information for AAPL

E.g. Retrieve insider holding information for CIK 320193

Input

Output

Top Insider Trading [access=topinsidertrading]

Retrieve stocks with top insider acquisition or disposition under specific transaction code^*

^* For acquisitions, code P (open market purchase), L (small acquisition), and I (at discretion of broker) are counted. For dispositions, code S (open market sell), D (sell back to issuer) and I (at discretion of broker) are counted. Other codes like code F (tax payment by security), G (gift) are less important in decision making and not considered.

E.g. Retrieve stocks with top acquisition transaction count in the past 3 months

E.g. Retrieve stocks with top acquisition shares amount in the past 6 months

E.g. Retrieve stocks with top disposition shares percentage relative to outstanding shares in the past 3 months in energy sector^*

* check sector/industry code mapping

Input

^a check sector/industry code mapping

Output

Investment Company CIK [access=ivccik]

Retrieve a comprehensive list of mappings between investment company name and CIK

Output

Investment Company Holding [access=ivcholding]

Retrieve portfolio holdings of specific investment company at security level, or grouped by sector, industry

E.g. Retrieve holdings of CIK 1067983 (i.e. BERKSHIRE HATHAWAY INC) for the latest period grouped by industry

E.g. Retrieve holdings of CIK 1067983 (i.e. BERKSHIRE HATHAWAY INC) for the first quarter of 2019

Input

^a Check Investment Company CIK

Output

^a The overall acquisition/disposition dollar amount calculated by multiplying changes in shares amount with deduced per share prices.

Top Investment Company Trading [access=topivctrading]

Retrieve stocks with top acquisition or disposition by investment companies

E.g. Retrieve stocks with top investment company acquisition in the latest period, ordered by transaction count(descendingly)

E.g. similar to previous query, and set period to first quarter of 2019

E.g. similar to previous query, and limit search scope to energy sector

E.g. similar to previous query, but look for top dispositions

Input

^a check sector/industry code mapping

Output

Income Statement [access=incomestatement]

Retrieve original or trailing 12 months(TTM) income statement for specific CIK or trading symbol

E.g. Retrieve original income statement for AAPL

E.g. similar to previous query, and trace back 3 years(i.e. 36 months)

E.g. similar to previous query, but query TTM income statement

Input

Output

refer to Income Statement

Balance Sheet [access=balancesheet]

Retrieve balance sheet for specific CIK or trading symbol

E.g. Retrieve balance sheet for AAPL

E.g. similar to previous query, and trace back 3 years(i.e. 36 months)

Input

Output

refer to Balance Sheet

Cash FLow

Retrieve cash flow statement for specific CIK or trading symbol

E.g. Retrieve original cash flow statement for AAPL

E.g. similar to previous query, and trace back 3 years(i.e. 36 months)

Input

Output

refer to Cash Flow

Fundamental Query

Retrieve fundamental indicators and associated quantile rankings for specific CIK or trading symbol, or all trading symbols of specific record date
Note: fundamental data is recorded every saturday

Retrieve fundamental data for CIK 320193 for the latest record date

Retrieve fundamental data for AAPL for the first half of 2019 (i.e. between 2019-01-01 to 2019-06-30)

Retrieve fundamental data for all trading symbols on 2019-01-05

Input

Output

refer to Fundamental Indicators