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Instrument Data

Retrieve instrument analytics, market data, news, and related reference data.

Get All Instrument Events
GET/v1/instruments/events
Get Instrument Events
GET/v1/instruments/{instrument_id}/events
Get Instrument Fundamentals
GET/v1/instruments/{instrument_id}/fundamentals
Get Instrument Balance Sheet Statements
GET/v1/instruments/{instrument_id}/balance-sheets
Get Instrument Income Statements
GET/v1/instruments/{instrument_id}/income-statements
Get Instrument Analyst Consensus
GET/v1/instruments/{instrument_id}/analyst-reporting
Get Instrument Cash Flow Statements
GET/v1/instruments/{instrument_id}/cash-flow-statements
ModelsExpand Collapse
AllEventsEventType = "EARNINGS" or "DIVIDEND" or "STOCK_SPLIT" or "IPO"

Event types supported by the all-events endpoint.

One of the following:
"EARNINGS"
"DIVIDEND"
"STOCK_SPLIT"
"IPO"
AnalystDistribution object { buy, hold, sell, 2 more }

Analyst recommendation distribution

buy: number

Number of buy recommendations

formatint64
hold: number

Number of hold recommendations

formatint64
sell: number

Number of sell recommendations

formatint64
strong_buy: number

Number of strong buy recommendations

formatint64
strong_sell: number

Number of strong sell recommendations

formatint64
AnalystRating = "STRONG_BUY" or "BUY" or "HOLD" or 2 more

Analyst rating category

One of the following:
"STRONG_BUY"
"BUY"
"HOLD"
"SELL"
"STRONG_SELL"
FiscalPeriodType = "QUARTERLY" or "ANNUAL" or "TTM" or "BIANNUAL"

Fiscal period type for earnings reports

One of the following:
"QUARTERLY"
"ANNUAL"
"TTM"
"BIANNUAL"
InstrumentAllEventsData object { event_dates }

All-events payload grouped by date.

event_dates: array of InstrumentEventsByDate { date, events }

Events grouped by date in descending order.

date: string

Event date.

formatdate
events: array of InstrumentEventEnvelope { symbol, type, dividend_event_data, 6 more }

Flat event envelopes for this date.

symbol: string

Symbol associated with the event.

Event type discriminator.

One of the following:
"EARNINGS"
"DIVIDEND"
"STOCK_SPLIT"
"IPO"
dividend_event_data: optional InstrumentDividendEvent { adjusted_dividend_amount, ex_date, declaration_date, 5 more }

Dividend payload when type is DIVIDEND. When a null/undefined value is observed, it indicates it does not apply.

adjusted_dividend_amount: string

The adjusted dividend amount accounting for any splits.

ex_date: string

The day the stock starts trading without the right to receive that dividend.

formatdate
declaration_date: optional string

The declaration date of the dividend When a null/undefined value is observed, it indicates that there is no available data.

formatdate
dividend_amount: optional string

The dividend amount per share. When a null/undefined value is observed, it indicates that there is no available data.

dividend_yield: optional string

The dividend yield as a percentage of the stock price. When a null/undefined value is observed, it indicates that there is no available data.

frequency: optional string

The frequency of the dividend payments (e.g., “Quarterly”, “Annual”). When a null/undefined value is observed, it indicates that there is no available data.

payment_date: optional string

The payment date is the date on which a declared stock dividend is scheduled to be paid. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
record_date: optional string

The record date, set by a company’s board of directors, is when a company compiles a list of shareholders of the stock for which it has declared a dividend. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
earnings_event_data: optional InstrumentEarnings { date, eps_actual, eps_estimate, 5 more }

Earnings payload when type is EARNINGS. When a null/undefined value is observed, it indicates it does not apply.

date: string

The date when the earnings report was published

formatdate
eps_actual: optional string

The actual earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_estimate: optional string

The estimated earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_surprise_percent: optional string

The percentage difference between actual and estimated EPS When a null/undefined value is observed, it indicates that there is no available data.

report_time: optional ReportTime

Report timing: before market open or after market close When a null/undefined value is observed, it indicates that there is no available data.

One of the following:
"BMO"
"AMC"
revenue_actual: optional string

The actual total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_estimate: optional string

The estimated total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_surprise_percent: optional string

The percentage difference between actual and estimated revenue When a null/undefined value is observed, it indicates that there is no available data.

instrument_id: optional string

Instrument identifier, when available. When a null/undefined value is observed, it indicates that there is no available data.

formatuuid
ipo_event_data: optional InstrumentEventIpoItem { actions, announced_at, company, 4 more }

IPO payload when type is IPO. When a null/undefined value is observed, it indicates it does not apply.

actions: optional string

IPO action. When a null/undefined value is observed, it indicates that there is no available data.

announced_at: optional string

IPO announced timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
company: optional string

IPO company name. When a null/undefined value is observed, it indicates that there is no available data.

exchange: optional string

IPO exchange. When a null/undefined value is observed, it indicates that there is no available data.

market_cap: optional string

IPO market cap. When a null/undefined value is observed, it indicates that there is no available data.

price_range: optional string

IPO price range. When a null/undefined value is observed, it indicates that there is no available data.

shares: optional string

IPO shares offered. When a null/undefined value is observed, it indicates that there is no available data.

name: optional string

Instrument name associated with the event, when available. When a null/undefined value is observed, it indicates that there is no available data.

reporting_currency: optional string

The currency used for reporting financial data. When a null/undefined value is observed, it indicates that there is no available data.

stock_split_event_data: optional InstrumentSplitEvent { date, denominator, numerator, split_type }

Stock split payload when type is STOCK_SPLIT. When a null/undefined value is observed, it indicates it does not apply.

date: string

The date of the stock split

formatdate
denominator: string

The denominator of the split ratio

numerator: string

The numerator of the split ratio

split_type: string

The type of stock split (e.g., “stock-split”, “stock-dividend”, “bonus-issue”)

InstrumentAnalystConsensus object { date, distribution, price_target, rating }

Aggregated analyst consensus metrics

date: string

The date the consensus snapshot was generated

formatdate
distribution: optional AnalystDistribution { buy, hold, sell, 2 more }

Count of individual analyst recommendations by category When a null/undefined value is observed, it indicates that there is no available data.

buy: number

Number of buy recommendations

formatint64
hold: number

Number of hold recommendations

formatint64
sell: number

Number of sell recommendations

formatint64
strong_buy: number

Number of strong buy recommendations

formatint64
strong_sell: number

Number of strong sell recommendations

formatint64
price_target: optional PriceTarget { average, currency, high, low }

Aggregated analyst price target statistics When a null/undefined value is observed, it indicates that there is no available data.

average: string

Average analyst price target

currency: string

ISO 4217 currency code of the price targets

high: string

Highest analyst price target

low: string

Lowest analyst price target

rating: optional AnalystRating

Consensus analyst rating When a null/undefined value is observed, it indicates that there is no available data.

One of the following:
"STRONG_BUY"
"BUY"
"HOLD"
"SELL"
"STRONG_SELL"
InstrumentBalanceSheetStatement object { accepted_date, filing_date, period, 55 more }

A quarterly balance sheet statement for an instrument.

accepted_date: string

The date and time when the filing was accepted by the SEC

formatdate-time
filing_date: string

The date the financial statement was filed

formatdate
period: string

The fiscal period identifier (e.g., “Q1”, “Q2”, “Q3”, “Q4”)

period_type: FiscalPeriodType

The type of fiscal period

One of the following:
"QUARTERLY"
"ANNUAL"
"TTM"
"BIANNUAL"
reported_currency: string

The currency in which the statement is reported (ISO 4217)

year: number

The fiscal year of the statement

formatint32
account_payables: optional string

Account payables

accounts_receivables: optional string

Accounts receivables

accrued_expenses: optional string

Accrued expenses

accumulated_other_comprehensive_income_loss: optional string

Accumulated other comprehensive income/loss

additional_paid_in_capital: optional string

Additional paid-in capital

capital_lease_obligations: optional string

Capital lease obligations (total)

capital_lease_obligations_current: optional string

Capital lease obligations (current portion)

cash_and_cash_equivalents: optional string

Cash and cash equivalents

cash_and_short_term_investments: optional string

Cash and short-term investments combined

common_stock: optional string

Common stock

deferred_revenue: optional string

Deferred revenue

deferred_revenue_non_current: optional string

Deferred revenue (non-current)

deferred_tax_liabilities_non_current: optional string

Deferred tax liabilities (non-current)

goodwill: optional string

Goodwill

goodwill_and_intangible_assets: optional string

Goodwill and intangible assets combined

intangible_assets: optional string

Intangible assets

inventory: optional string

Inventory

long_term_debt: optional string

Long-term debt

long_term_investments: optional string

Long-term investments

minority_interest: optional string

Minority interest

net_debt: optional string

Net debt (total debt minus cash)

net_receivables: optional string

Net receivables

other_assets: optional string

Other assets

other_current_assets: optional string

Other current assets

other_current_liabilities: optional string

Other current liabilities

other_liabilities: optional string

Other liabilities

other_non_current_assets: optional string

Other non-current assets

other_non_current_liabilities: optional string

Other non-current liabilities

other_payables: optional string

Other payables

other_receivables: optional string

Other receivables

other_total_stockholders_equity: optional string

Other total stockholders equity

preferred_stock: optional string

Preferred stock

prepaids: optional string

Prepaids

property_plant_and_equipment_net: optional string

Property, plant and equipment net of depreciation

retained_earnings: optional string

Retained earnings

short_term_debt: optional string

Short-term debt

short_term_investments: optional string

Short-term investments

tax_assets: optional string

Tax assets

tax_payables: optional string

Tax payables

total_assets: optional string

Total assets

total_current_assets: optional string

Total current assets

total_current_liabilities: optional string

Total current liabilities

total_debt: optional string

Total debt

total_equity: optional string

Total equity

total_investments: optional string

Total investments

total_liabilities: optional string

Total liabilities

total_liabilities_and_total_equity: optional string

Total liabilities and total equity

total_non_current_assets: optional string

Total non-current assets

total_non_current_liabilities: optional string

Total non-current liabilities

total_payables: optional string

Total payables

total_stockholders_equity: optional string

Total stockholders equity

treasury_stock: optional string

Treasury stock

InstrumentBalanceSheetStatementList = array of InstrumentBalanceSheetStatement { accepted_date, filing_date, period, 55 more }
accepted_date: string

The date and time when the filing was accepted by the SEC

formatdate-time
filing_date: string

The date the financial statement was filed

formatdate
period: string

The fiscal period identifier (e.g., “Q1”, “Q2”, “Q3”, “Q4”)

period_type: FiscalPeriodType

The type of fiscal period

One of the following:
"QUARTERLY"
"ANNUAL"
"TTM"
"BIANNUAL"
reported_currency: string

The currency in which the statement is reported (ISO 4217)

year: number

The fiscal year of the statement

formatint32
account_payables: optional string

Account payables

accounts_receivables: optional string

Accounts receivables

accrued_expenses: optional string

Accrued expenses

accumulated_other_comprehensive_income_loss: optional string

Accumulated other comprehensive income/loss

additional_paid_in_capital: optional string

Additional paid-in capital

capital_lease_obligations: optional string

Capital lease obligations (total)

capital_lease_obligations_current: optional string

Capital lease obligations (current portion)

cash_and_cash_equivalents: optional string

Cash and cash equivalents

cash_and_short_term_investments: optional string

Cash and short-term investments combined

common_stock: optional string

Common stock

deferred_revenue: optional string

Deferred revenue

deferred_revenue_non_current: optional string

Deferred revenue (non-current)

deferred_tax_liabilities_non_current: optional string

Deferred tax liabilities (non-current)

goodwill: optional string

Goodwill

goodwill_and_intangible_assets: optional string

Goodwill and intangible assets combined

intangible_assets: optional string

Intangible assets

inventory: optional string

Inventory

long_term_debt: optional string

Long-term debt

long_term_investments: optional string

Long-term investments

minority_interest: optional string

Minority interest

net_debt: optional string

Net debt (total debt minus cash)

net_receivables: optional string

Net receivables

other_assets: optional string

Other assets

other_current_assets: optional string

Other current assets

other_current_liabilities: optional string

Other current liabilities

other_liabilities: optional string

Other liabilities

other_non_current_assets: optional string

Other non-current assets

other_non_current_liabilities: optional string

Other non-current liabilities

other_payables: optional string

Other payables

other_receivables: optional string

Other receivables

other_total_stockholders_equity: optional string

Other total stockholders equity

preferred_stock: optional string

Preferred stock

prepaids: optional string

Prepaids

property_plant_and_equipment_net: optional string

Property, plant and equipment net of depreciation

retained_earnings: optional string

Retained earnings

short_term_debt: optional string

Short-term debt

short_term_investments: optional string

Short-term investments

tax_assets: optional string

Tax assets

tax_payables: optional string

Tax payables

total_assets: optional string

Total assets

total_current_assets: optional string

Total current assets

total_current_liabilities: optional string

Total current liabilities

total_debt: optional string

Total debt

total_equity: optional string

Total equity

total_investments: optional string

Total investments

total_liabilities: optional string

Total liabilities

total_liabilities_and_total_equity: optional string

Total liabilities and total equity

total_non_current_assets: optional string

Total non-current assets

total_non_current_liabilities: optional string

Total non-current liabilities

total_payables: optional string

Total payables

total_stockholders_equity: optional string

Total stockholders equity

treasury_stock: optional string

Treasury stock

InstrumentCashFlowStatement object { accepted_date, filing_date, period, 42 more }

A quarterly cash flow statement for an instrument.

accepted_date: string

The date and time when the filing was accepted by the SEC

formatdate-time
filing_date: string

The date the financial statement was filed

formatdate
period: string

The fiscal period identifier (e.g., “Q1”, “Q2”, “Q3”, “Q4”)

period_type: FiscalPeriodType

The type of fiscal period

One of the following:
"QUARTERLY"
"ANNUAL"
"TTM"
"BIANNUAL"
reported_currency: string

The currency in which the statement is reported (ISO 4217)

year: number

The fiscal year of the statement

formatint32
accounts_payables: optional string

Change in accounts payables

accounts_receivables: optional string

Change in accounts receivables

acquisitions_net: optional string

Net acquisitions

capital_expenditure: optional string

Capital expenditure

cash_at_beginning_of_period: optional string

Cash and cash equivalents at beginning of period

cash_at_end_of_period: optional string

Cash and cash equivalents at end of period

change_in_working_capital: optional string

Change in working capital

common_dividends_paid: optional string

Common dividends paid

common_stock_issuance: optional string

Common stock issuance

common_stock_repurchased: optional string

Common stock repurchased (buybacks)

deferred_income_tax: optional string

Deferred income tax expense

depreciation_and_amortization: optional string

Depreciation and amortization expense

effect_of_forex_changes_on_cash: optional string

Effect of foreign exchange changes on cash

free_cash_flow: optional string

Free cash flow (operating cash flow minus capital expenditure)

income_taxes_paid: optional string

Income taxes paid

interest_paid: optional string

Interest paid

inventory: optional string

Change in inventory

investments_in_property_plant_and_equipment: optional string

Investments in property, plant, and equipment

long_term_net_debt_issuance: optional string

Long-term net debt issuance

net_cash_provided_by_financing_activities: optional string

Net cash provided by financing activities

net_cash_provided_by_investing_activities: optional string

Net cash provided by investing activities

net_cash_provided_by_operating_activities: optional string

Net cash provided by operating activities

net_change_in_cash: optional string

Net change in cash during the period

net_common_stock_issuance: optional string

Net common stock issuance

net_debt_issuance: optional string

Net debt issuance (long-term + short-term)

net_dividends_paid: optional string

Net dividends paid (common + preferred)

net_income: optional string

Net income for the period

net_preferred_stock_issuance: optional string

Net preferred stock issuance

net_stock_issuance: optional string

Net stock issuance (common + preferred)

operating_cash_flow: optional string

Operating cash flow (alternative calculation)

other_financing_activities: optional string

Other financing activities

other_investing_activities: optional string

Other investing activities

other_non_cash_items: optional string

Other non-cash items

other_working_capital: optional string

Change in other working capital

preferred_dividends_paid: optional string

Preferred dividends paid

purchases_of_investments: optional string

Purchases of investments

sales_maturities_of_investments: optional string

Sales and maturities of investments

short_term_net_debt_issuance: optional string

Short-term net debt issuance

stock_based_compensation: optional string

Stock-based compensation expense

InstrumentCashFlowStatementList = array of InstrumentCashFlowStatement { accepted_date, filing_date, period, 42 more }
accepted_date: string

The date and time when the filing was accepted by the SEC

formatdate-time
filing_date: string

The date the financial statement was filed

formatdate
period: string

The fiscal period identifier (e.g., “Q1”, “Q2”, “Q3”, “Q4”)

period_type: FiscalPeriodType

The type of fiscal period

One of the following:
"QUARTERLY"
"ANNUAL"
"TTM"
"BIANNUAL"
reported_currency: string

The currency in which the statement is reported (ISO 4217)

year: number

The fiscal year of the statement

formatint32
accounts_payables: optional string

Change in accounts payables

accounts_receivables: optional string

Change in accounts receivables

acquisitions_net: optional string

Net acquisitions

capital_expenditure: optional string

Capital expenditure

cash_at_beginning_of_period: optional string

Cash and cash equivalents at beginning of period

cash_at_end_of_period: optional string

Cash and cash equivalents at end of period

change_in_working_capital: optional string

Change in working capital

common_dividends_paid: optional string

Common dividends paid

common_stock_issuance: optional string

Common stock issuance

common_stock_repurchased: optional string

Common stock repurchased (buybacks)

deferred_income_tax: optional string

Deferred income tax expense

depreciation_and_amortization: optional string

Depreciation and amortization expense

effect_of_forex_changes_on_cash: optional string

Effect of foreign exchange changes on cash

free_cash_flow: optional string

Free cash flow (operating cash flow minus capital expenditure)

income_taxes_paid: optional string

Income taxes paid

interest_paid: optional string

Interest paid

inventory: optional string

Change in inventory

investments_in_property_plant_and_equipment: optional string

Investments in property, plant, and equipment

long_term_net_debt_issuance: optional string

Long-term net debt issuance

net_cash_provided_by_financing_activities: optional string

Net cash provided by financing activities

net_cash_provided_by_investing_activities: optional string

Net cash provided by investing activities

net_cash_provided_by_operating_activities: optional string

Net cash provided by operating activities

net_change_in_cash: optional string

Net change in cash during the period

net_common_stock_issuance: optional string

Net common stock issuance

net_debt_issuance: optional string

Net debt issuance (long-term + short-term)

net_dividends_paid: optional string

Net dividends paid (common + preferred)

net_income: optional string

Net income for the period

net_preferred_stock_issuance: optional string

Net preferred stock issuance

net_stock_issuance: optional string

Net stock issuance (common + preferred)

operating_cash_flow: optional string

Operating cash flow (alternative calculation)

other_financing_activities: optional string

Other financing activities

other_investing_activities: optional string

Other investing activities

other_non_cash_items: optional string

Other non-cash items

other_working_capital: optional string

Change in other working capital

preferred_dividends_paid: optional string

Preferred dividends paid

purchases_of_investments: optional string

Purchases of investments

sales_maturities_of_investments: optional string

Sales and maturities of investments

short_term_net_debt_issuance: optional string

Short-term net debt issuance

stock_based_compensation: optional string

Stock-based compensation expense

InstrumentDividendEvent object { adjusted_dividend_amount, ex_date, declaration_date, 5 more }

Represents a dividend event for an instrument

adjusted_dividend_amount: string

The adjusted dividend amount accounting for any splits.

ex_date: string

The day the stock starts trading without the right to receive that dividend.

formatdate
declaration_date: optional string

The declaration date of the dividend When a null/undefined value is observed, it indicates that there is no available data.

formatdate
dividend_amount: optional string

The dividend amount per share. When a null/undefined value is observed, it indicates that there is no available data.

dividend_yield: optional string

The dividend yield as a percentage of the stock price. When a null/undefined value is observed, it indicates that there is no available data.

frequency: optional string

The frequency of the dividend payments (e.g., “Quarterly”, “Annual”). When a null/undefined value is observed, it indicates that there is no available data.

payment_date: optional string

The payment date is the date on which a declared stock dividend is scheduled to be paid. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
record_date: optional string

The record date, set by a company’s board of directors, is when a company compiles a list of shareholders of the stock for which it has declared a dividend. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
InstrumentEarnings object { date, eps_actual, eps_estimate, 5 more }

Represents instrument earnings data

date: string

The date when the earnings report was published

formatdate
eps_actual: optional string

The actual earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_estimate: optional string

The estimated earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_surprise_percent: optional string

The percentage difference between actual and estimated EPS When a null/undefined value is observed, it indicates that there is no available data.

report_time: optional ReportTime

Report timing: before market open or after market close When a null/undefined value is observed, it indicates that there is no available data.

One of the following:
"BMO"
"AMC"
revenue_actual: optional string

The actual total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_estimate: optional string

The estimated total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_surprise_percent: optional string

The percentage difference between actual and estimated revenue When a null/undefined value is observed, it indicates that there is no available data.

InstrumentEventEnvelope object { symbol, type, dividend_event_data, 6 more }

Unified envelope for the all-events response.

symbol: string

Symbol associated with the event.

Event type discriminator.

One of the following:
"EARNINGS"
"DIVIDEND"
"STOCK_SPLIT"
"IPO"
dividend_event_data: optional InstrumentDividendEvent { adjusted_dividend_amount, ex_date, declaration_date, 5 more }

Dividend payload when type is DIVIDEND. When a null/undefined value is observed, it indicates it does not apply.

adjusted_dividend_amount: string

The adjusted dividend amount accounting for any splits.

ex_date: string

The day the stock starts trading without the right to receive that dividend.

formatdate
declaration_date: optional string

The declaration date of the dividend When a null/undefined value is observed, it indicates that there is no available data.

formatdate
dividend_amount: optional string

The dividend amount per share. When a null/undefined value is observed, it indicates that there is no available data.

dividend_yield: optional string

The dividend yield as a percentage of the stock price. When a null/undefined value is observed, it indicates that there is no available data.

frequency: optional string

The frequency of the dividend payments (e.g., “Quarterly”, “Annual”). When a null/undefined value is observed, it indicates that there is no available data.

payment_date: optional string

The payment date is the date on which a declared stock dividend is scheduled to be paid. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
record_date: optional string

The record date, set by a company’s board of directors, is when a company compiles a list of shareholders of the stock for which it has declared a dividend. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
earnings_event_data: optional InstrumentEarnings { date, eps_actual, eps_estimate, 5 more }

Earnings payload when type is EARNINGS. When a null/undefined value is observed, it indicates it does not apply.

date: string

The date when the earnings report was published

formatdate
eps_actual: optional string

The actual earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_estimate: optional string

The estimated earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_surprise_percent: optional string

The percentage difference between actual and estimated EPS When a null/undefined value is observed, it indicates that there is no available data.

report_time: optional ReportTime

Report timing: before market open or after market close When a null/undefined value is observed, it indicates that there is no available data.

One of the following:
"BMO"
"AMC"
revenue_actual: optional string

The actual total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_estimate: optional string

The estimated total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_surprise_percent: optional string

The percentage difference between actual and estimated revenue When a null/undefined value is observed, it indicates that there is no available data.

instrument_id: optional string

Instrument identifier, when available. When a null/undefined value is observed, it indicates that there is no available data.

formatuuid
ipo_event_data: optional InstrumentEventIpoItem { actions, announced_at, company, 4 more }

IPO payload when type is IPO. When a null/undefined value is observed, it indicates it does not apply.

actions: optional string

IPO action. When a null/undefined value is observed, it indicates that there is no available data.

announced_at: optional string

IPO announced timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
company: optional string

IPO company name. When a null/undefined value is observed, it indicates that there is no available data.

exchange: optional string

IPO exchange. When a null/undefined value is observed, it indicates that there is no available data.

market_cap: optional string

IPO market cap. When a null/undefined value is observed, it indicates that there is no available data.

price_range: optional string

IPO price range. When a null/undefined value is observed, it indicates that there is no available data.

shares: optional string

IPO shares offered. When a null/undefined value is observed, it indicates that there is no available data.

name: optional string

Instrument name associated with the event, when available. When a null/undefined value is observed, it indicates that there is no available data.

reporting_currency: optional string

The currency used for reporting financial data. When a null/undefined value is observed, it indicates that there is no available data.

stock_split_event_data: optional InstrumentSplitEvent { date, denominator, numerator, split_type }

Stock split payload when type is STOCK_SPLIT. When a null/undefined value is observed, it indicates it does not apply.

date: string

The date of the stock split

formatdate
denominator: string

The denominator of the split ratio

numerator: string

The numerator of the split ratio

split_type: string

The type of stock split (e.g., “stock-split”, “stock-dividend”, “bonus-issue”)

InstrumentEventIpoItem object { actions, announced_at, company, 4 more }

IPO event in the all-events date grouping response.

actions: optional string

IPO action. When a null/undefined value is observed, it indicates that there is no available data.

announced_at: optional string

IPO announced timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
company: optional string

IPO company name. When a null/undefined value is observed, it indicates that there is no available data.

exchange: optional string

IPO exchange. When a null/undefined value is observed, it indicates that there is no available data.

market_cap: optional string

IPO market cap. When a null/undefined value is observed, it indicates that there is no available data.

price_range: optional string

IPO price range. When a null/undefined value is observed, it indicates that there is no available data.

shares: optional string

IPO shares offered. When a null/undefined value is observed, it indicates that there is no available data.

InstrumentEventsByDate object { date, events }

Instrument events for a single date.

date: string

Event date.

formatdate
events: array of InstrumentEventEnvelope { symbol, type, dividend_event_data, 6 more }

Flat event envelopes for this date.

symbol: string

Symbol associated with the event.

Event type discriminator.

One of the following:
"EARNINGS"
"DIVIDEND"
"STOCK_SPLIT"
"IPO"
dividend_event_data: optional InstrumentDividendEvent { adjusted_dividend_amount, ex_date, declaration_date, 5 more }

Dividend payload when type is DIVIDEND. When a null/undefined value is observed, it indicates it does not apply.

adjusted_dividend_amount: string

The adjusted dividend amount accounting for any splits.

ex_date: string

The day the stock starts trading without the right to receive that dividend.

formatdate
declaration_date: optional string

The declaration date of the dividend When a null/undefined value is observed, it indicates that there is no available data.

formatdate
dividend_amount: optional string

The dividend amount per share. When a null/undefined value is observed, it indicates that there is no available data.

dividend_yield: optional string

The dividend yield as a percentage of the stock price. When a null/undefined value is observed, it indicates that there is no available data.

frequency: optional string

The frequency of the dividend payments (e.g., “Quarterly”, “Annual”). When a null/undefined value is observed, it indicates that there is no available data.

payment_date: optional string

The payment date is the date on which a declared stock dividend is scheduled to be paid. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
record_date: optional string

The record date, set by a company’s board of directors, is when a company compiles a list of shareholders of the stock for which it has declared a dividend. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
earnings_event_data: optional InstrumentEarnings { date, eps_actual, eps_estimate, 5 more }

Earnings payload when type is EARNINGS. When a null/undefined value is observed, it indicates it does not apply.

date: string

The date when the earnings report was published

formatdate
eps_actual: optional string

The actual earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_estimate: optional string

The estimated earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_surprise_percent: optional string

The percentage difference between actual and estimated EPS When a null/undefined value is observed, it indicates that there is no available data.

report_time: optional ReportTime

Report timing: before market open or after market close When a null/undefined value is observed, it indicates that there is no available data.

One of the following:
"BMO"
"AMC"
revenue_actual: optional string

The actual total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_estimate: optional string

The estimated total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_surprise_percent: optional string

The percentage difference between actual and estimated revenue When a null/undefined value is observed, it indicates that there is no available data.

instrument_id: optional string

Instrument identifier, when available. When a null/undefined value is observed, it indicates that there is no available data.

formatuuid
ipo_event_data: optional InstrumentEventIpoItem { actions, announced_at, company, 4 more }

IPO payload when type is IPO. When a null/undefined value is observed, it indicates it does not apply.

actions: optional string

IPO action. When a null/undefined value is observed, it indicates that there is no available data.

announced_at: optional string

IPO announced timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
company: optional string

IPO company name. When a null/undefined value is observed, it indicates that there is no available data.

exchange: optional string

IPO exchange. When a null/undefined value is observed, it indicates that there is no available data.

market_cap: optional string

IPO market cap. When a null/undefined value is observed, it indicates that there is no available data.

price_range: optional string

IPO price range. When a null/undefined value is observed, it indicates that there is no available data.

shares: optional string

IPO shares offered. When a null/undefined value is observed, it indicates that there is no available data.

name: optional string

Instrument name associated with the event, when available. When a null/undefined value is observed, it indicates that there is no available data.

reporting_currency: optional string

The currency used for reporting financial data. When a null/undefined value is observed, it indicates that there is no available data.

stock_split_event_data: optional InstrumentSplitEvent { date, denominator, numerator, split_type }

Stock split payload when type is STOCK_SPLIT. When a null/undefined value is observed, it indicates it does not apply.

date: string

The date of the stock split

formatdate
denominator: string

The denominator of the split ratio

numerator: string

The numerator of the split ratio

split_type: string

The type of stock split (e.g., “stock-split”, “stock-dividend”, “bonus-issue”)

InstrumentEventsData object { dividends, earnings, instrument_id, 3 more }

Grouped instrument events by type

dividends: array of InstrumentDividendEvent { adjusted_dividend_amount, ex_date, declaration_date, 5 more }

Dividend distribution events

adjusted_dividend_amount: string

The adjusted dividend amount accounting for any splits.

ex_date: string

The day the stock starts trading without the right to receive that dividend.

formatdate
declaration_date: optional string

The declaration date of the dividend When a null/undefined value is observed, it indicates that there is no available data.

formatdate
dividend_amount: optional string

The dividend amount per share. When a null/undefined value is observed, it indicates that there is no available data.

dividend_yield: optional string

The dividend yield as a percentage of the stock price. When a null/undefined value is observed, it indicates that there is no available data.

frequency: optional string

The frequency of the dividend payments (e.g., “Quarterly”, “Annual”). When a null/undefined value is observed, it indicates that there is no available data.

payment_date: optional string

The payment date is the date on which a declared stock dividend is scheduled to be paid. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
record_date: optional string

The record date, set by a company’s board of directors, is when a company compiles a list of shareholders of the stock for which it has declared a dividend. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
earnings: array of InstrumentEarnings { date, eps_actual, eps_estimate, 5 more }

Earnings announcement events

date: string

The date when the earnings report was published

formatdate
eps_actual: optional string

The actual earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_estimate: optional string

The estimated earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_surprise_percent: optional string

The percentage difference between actual and estimated EPS When a null/undefined value is observed, it indicates that there is no available data.

report_time: optional ReportTime

Report timing: before market open or after market close When a null/undefined value is observed, it indicates that there is no available data.

One of the following:
"BMO"
"AMC"
revenue_actual: optional string

The actual total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_estimate: optional string

The estimated total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_surprise_percent: optional string

The percentage difference between actual and estimated revenue When a null/undefined value is observed, it indicates that there is no available data.

instrument_id: string

Instrument identifier

formatuuid
ipos: array of InstrumentIpoEvent { date, actions, announced_at, 5 more }

IPO events

date: string

The date of the IPO

formatdate
actions: optional string

IPO action. When a null/undefined value is observed, it indicates that there is no available data.

announced_at: optional string

IPO announced timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
company: optional string

IPO company name. When a null/undefined value is observed, it indicates that there is no available data.

exchange: optional string

IPO exchange. When a null/undefined value is observed, it indicates that there is no available data.

market_cap: optional string

IPO market cap. When a null/undefined value is observed, it indicates that there is no available data.

price_range: optional string

IPO price range. When a null/undefined value is observed, it indicates that there is no available data.

shares: optional string

IPO shares offered. When a null/undefined value is observed, it indicates that there is no available data.

splits: array of InstrumentSplitEvent { date, denominator, numerator, split_type }

Stock split events

date: string

The date of the stock split

formatdate
denominator: string

The denominator of the split ratio

numerator: string

The numerator of the split ratio

split_type: string

The type of stock split (e.g., “stock-split”, “stock-dividend”, “bonus-issue”)

reporting_currency: optional string

The currency used for reporting financial data When a null/undefined value is observed, it indicates that there is no available data.

InstrumentFundamentals object { average_volume, beta, description, 12 more }

Supplemental fundamentals and company profile data for an instrument.

average_volume: optional number

The average daily trading volume over the past 30 days When a null/undefined value is observed, it indicates that there is no available data.

formatint64
beta: optional string

The beta value, measuring the instrument’s volatility relative to the overall market When a null/undefined value is observed, it indicates that there is no available data.

description: optional string

A detailed description of the instrument or company When a null/undefined value is observed, it indicates that there is no available data.

dividend_yield: optional string

The trailing twelve months (TTM) dividend yield When a null/undefined value is observed, it indicates that there is no available data.

earnings_per_share: optional string

The trailing twelve months (TTM) earnings per share When a null/undefined value is observed, it indicates that there is no available data.

fifty_two_week_high: optional string

The highest price over the last 52 weeks When a null/undefined value is observed, it indicates that there is no available data.

fifty_two_week_low: optional string

The lowest price over the last 52 weeks When a null/undefined value is observed, it indicates that there is no available data.

industry: optional string

The specific industry of the instrument’s issuer When a null/undefined value is observed, it indicates that there is no available data.

list_date: optional string

The date the instrument was first listed When a null/undefined value is observed, it indicates that there is no available data.

formatdate
logo_url: optional string

URL to a representative logo image for the instrument or issuer When a null/undefined value is observed, it indicates that there is no available data.

market_cap: optional string

The total market capitalization When a null/undefined value is observed, it indicates that there is no available data.

previous_close: optional string

The closing price from the previous trading day When a null/undefined value is observed, it indicates that there is no available data.

price_to_earnings: optional string

The price-to-earnings (P/E) ratio for the trailing twelve months (TTM) When a null/undefined value is observed, it indicates that there is no available data.

reporting_currency: optional string

The currency used for reporting financial data When a null/undefined value is observed, it indicates that there is no available data.

sector: optional string

The business sector of the instrument’s issuer When a null/undefined value is observed, it indicates that there is no available data.

InstrumentIncomeStatement object { accepted_date, filing_date, period, 34 more }

A quarterly income statement for an instrument.

accepted_date: string

The date and time when the filing was accepted by the SEC

formatdate-time
filing_date: string

The date the financial statement was filed

formatdate
period: string

The fiscal period identifier (e.g., “Q1”, “Q2”, “Q3”, “Q4”)

period_type: FiscalPeriodType

The type of fiscal period

One of the following:
"QUARTERLY"
"ANNUAL"
"TTM"
"BIANNUAL"
reported_currency: string

The currency in which the statement is reported (ISO 4217)

year: number

The fiscal year of the statement

formatint32
bottom_line_net_income: optional string

Bottom line net income after all adjustments

cost_and_expenses: optional string

Total costs and expenses

cost_of_revenue: optional string

Direct costs attributable to producing goods sold

depreciation_and_amortization: optional string

Depreciation and amortization expenses

ebit: optional string

Earnings before interest and taxes

ebitda: optional string

Earnings before interest, taxes, depreciation, and amortization

eps: optional string

Basic earnings per share

eps_diluted: optional string

Diluted earnings per share

general_and_administrative_expenses: optional string

General administrative overhead expenses

gross_profit: optional string

Revenue minus cost of revenue

income_before_tax: optional string

Income before income tax expense

income_tax_expense: optional string

Income tax expense for the period

interest_expense: optional string

Interest paid on debt

interest_income: optional string

Interest earned on investments and cash

net_income: optional string

Total net income for the period

net_income_deductions: optional string

Deductions from net income

net_income_from_continuing_operations: optional string

Net income from continuing operations

net_income_from_discontinued_operations: optional string

Net income from discontinued operations

net_interest_income: optional string

Net interest income (interest income minus interest expense)

non_operating_income_excluding_interest: optional string

Non-operating income excluding interest

operating_expenses: optional string

Total operating expenses

operating_income: optional string

Income from core business operations

other_adjustments_to_net_income: optional string

Other adjustments to net income

other_expenses: optional string

Other miscellaneous expenses

research_and_development_expenses: optional string

Expenditure on research and development activities

revenue: optional string

Total revenue from sales of goods and services

selling_and_marketing_expenses: optional string

Expenditure on marketing and sales activities

selling_general_and_administrative_expenses: optional string

Combined selling, general, and administrative expenses

total_other_income_expenses_net: optional string

Net of other income and expenses

weighted_average_shs_out: optional string

Weighted average shares outstanding (basic)

weighted_average_shs_out_dil: optional string

Weighted average shares outstanding (diluted)

InstrumentIncomeStatementList = array of InstrumentIncomeStatement { accepted_date, filing_date, period, 34 more }
accepted_date: string

The date and time when the filing was accepted by the SEC

formatdate-time
filing_date: string

The date the financial statement was filed

formatdate
period: string

The fiscal period identifier (e.g., “Q1”, “Q2”, “Q3”, “Q4”)

period_type: FiscalPeriodType

The type of fiscal period

One of the following:
"QUARTERLY"
"ANNUAL"
"TTM"
"BIANNUAL"
reported_currency: string

The currency in which the statement is reported (ISO 4217)

year: number

The fiscal year of the statement

formatint32
bottom_line_net_income: optional string

Bottom line net income after all adjustments

cost_and_expenses: optional string

Total costs and expenses

cost_of_revenue: optional string

Direct costs attributable to producing goods sold

depreciation_and_amortization: optional string

Depreciation and amortization expenses

ebit: optional string

Earnings before interest and taxes

ebitda: optional string

Earnings before interest, taxes, depreciation, and amortization

eps: optional string

Basic earnings per share

eps_diluted: optional string

Diluted earnings per share

general_and_administrative_expenses: optional string

General administrative overhead expenses

gross_profit: optional string

Revenue minus cost of revenue

income_before_tax: optional string

Income before income tax expense

income_tax_expense: optional string

Income tax expense for the period

interest_expense: optional string

Interest paid on debt

interest_income: optional string

Interest earned on investments and cash

net_income: optional string

Total net income for the period

net_income_deductions: optional string

Deductions from net income

net_income_from_continuing_operations: optional string

Net income from continuing operations

net_income_from_discontinued_operations: optional string

Net income from discontinued operations

net_interest_income: optional string

Net interest income (interest income minus interest expense)

non_operating_income_excluding_interest: optional string

Non-operating income excluding interest

operating_expenses: optional string

Total operating expenses

operating_income: optional string

Income from core business operations

other_adjustments_to_net_income: optional string

Other adjustments to net income

other_expenses: optional string

Other miscellaneous expenses

research_and_development_expenses: optional string

Expenditure on research and development activities

revenue: optional string

Total revenue from sales of goods and services

selling_and_marketing_expenses: optional string

Expenditure on marketing and sales activities

selling_general_and_administrative_expenses: optional string

Combined selling, general, and administrative expenses

total_other_income_expenses_net: optional string

Net of other income and expenses

weighted_average_shs_out: optional string

Weighted average shares outstanding (basic)

weighted_average_shs_out_dil: optional string

Weighted average shares outstanding (diluted)

InstrumentIpoEvent object { date, actions, announced_at, 5 more }

Represents an IPO event for an instrument

date: string

The date of the IPO

formatdate
actions: optional string

IPO action. When a null/undefined value is observed, it indicates that there is no available data.

announced_at: optional string

IPO announced timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
company: optional string

IPO company name. When a null/undefined value is observed, it indicates that there is no available data.

exchange: optional string

IPO exchange. When a null/undefined value is observed, it indicates that there is no available data.

market_cap: optional string

IPO market cap. When a null/undefined value is observed, it indicates that there is no available data.

price_range: optional string

IPO price range. When a null/undefined value is observed, it indicates that there is no available data.

shares: optional string

IPO shares offered. When a null/undefined value is observed, it indicates that there is no available data.

InstrumentSplitEvent object { date, denominator, numerator, split_type }

Represents a stock split event for an instrument

date: string

The date of the stock split

formatdate
denominator: string

The denominator of the split ratio

numerator: string

The numerator of the split ratio

split_type: string

The type of stock split (e.g., “stock-split”, “stock-dividend”, “bonus-issue”)

PriceTarget object { average, currency, high, low }

Analyst price target statistics

average: string

Average analyst price target

currency: string

ISO 4217 currency code of the price targets

high: string

Highest analyst price target

low: string

Lowest analyst price target

ReportTime = "BMO" or "AMC"

Earnings report timing: before market open or after market close

One of the following:
"BMO"
"AMC"
InstrumentDataGetAllInstrumentEventsResponse = BaseResponse { metadata, error }
data: InstrumentAllEventsData { event_dates }

All-events payload grouped by date.

event_dates: array of InstrumentEventsByDate { date, events }

Events grouped by date in descending order.

date: string

Event date.

formatdate
events: array of InstrumentEventEnvelope { symbol, type, dividend_event_data, 6 more }

Flat event envelopes for this date.

symbol: string

Symbol associated with the event.

Event type discriminator.

One of the following:
"EARNINGS"
"DIVIDEND"
"STOCK_SPLIT"
"IPO"
dividend_event_data: optional InstrumentDividendEvent { adjusted_dividend_amount, ex_date, declaration_date, 5 more }

Dividend payload when type is DIVIDEND. When a null/undefined value is observed, it indicates it does not apply.

adjusted_dividend_amount: string

The adjusted dividend amount accounting for any splits.

ex_date: string

The day the stock starts trading without the right to receive that dividend.

formatdate
declaration_date: optional string

The declaration date of the dividend When a null/undefined value is observed, it indicates that there is no available data.

formatdate
dividend_amount: optional string

The dividend amount per share. When a null/undefined value is observed, it indicates that there is no available data.

dividend_yield: optional string

The dividend yield as a percentage of the stock price. When a null/undefined value is observed, it indicates that there is no available data.

frequency: optional string

The frequency of the dividend payments (e.g., “Quarterly”, “Annual”). When a null/undefined value is observed, it indicates that there is no available data.

payment_date: optional string

The payment date is the date on which a declared stock dividend is scheduled to be paid. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
record_date: optional string

The record date, set by a company’s board of directors, is when a company compiles a list of shareholders of the stock for which it has declared a dividend. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
earnings_event_data: optional InstrumentEarnings { date, eps_actual, eps_estimate, 5 more }

Earnings payload when type is EARNINGS. When a null/undefined value is observed, it indicates it does not apply.

date: string

The date when the earnings report was published

formatdate
eps_actual: optional string

The actual earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_estimate: optional string

The estimated earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_surprise_percent: optional string

The percentage difference between actual and estimated EPS When a null/undefined value is observed, it indicates that there is no available data.

report_time: optional ReportTime

Report timing: before market open or after market close When a null/undefined value is observed, it indicates that there is no available data.

One of the following:
"BMO"
"AMC"
revenue_actual: optional string

The actual total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_estimate: optional string

The estimated total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_surprise_percent: optional string

The percentage difference between actual and estimated revenue When a null/undefined value is observed, it indicates that there is no available data.

instrument_id: optional string

Instrument identifier, when available. When a null/undefined value is observed, it indicates that there is no available data.

formatuuid
ipo_event_data: optional InstrumentEventIpoItem { actions, announced_at, company, 4 more }

IPO payload when type is IPO. When a null/undefined value is observed, it indicates it does not apply.

actions: optional string

IPO action. When a null/undefined value is observed, it indicates that there is no available data.

announced_at: optional string

IPO announced timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
company: optional string

IPO company name. When a null/undefined value is observed, it indicates that there is no available data.

exchange: optional string

IPO exchange. When a null/undefined value is observed, it indicates that there is no available data.

market_cap: optional string

IPO market cap. When a null/undefined value is observed, it indicates that there is no available data.

price_range: optional string

IPO price range. When a null/undefined value is observed, it indicates that there is no available data.

shares: optional string

IPO shares offered. When a null/undefined value is observed, it indicates that there is no available data.

name: optional string

Instrument name associated with the event, when available. When a null/undefined value is observed, it indicates that there is no available data.

reporting_currency: optional string

The currency used for reporting financial data. When a null/undefined value is observed, it indicates that there is no available data.

stock_split_event_data: optional InstrumentSplitEvent { date, denominator, numerator, split_type }

Stock split payload when type is STOCK_SPLIT. When a null/undefined value is observed, it indicates it does not apply.

date: string

The date of the stock split

formatdate
denominator: string

The denominator of the split ratio

numerator: string

The numerator of the split ratio

split_type: string

The type of stock split (e.g., “stock-split”, “stock-dividend”, “bonus-issue”)

InstrumentDataGetInstrumentEventsResponse = BaseResponse { metadata, error }
data: InstrumentEventsData { dividends, earnings, instrument_id, 3 more }

Grouped instrument events by type

dividends: array of InstrumentDividendEvent { adjusted_dividend_amount, ex_date, declaration_date, 5 more }

Dividend distribution events

adjusted_dividend_amount: string

The adjusted dividend amount accounting for any splits.

ex_date: string

The day the stock starts trading without the right to receive that dividend.

formatdate
declaration_date: optional string

The declaration date of the dividend When a null/undefined value is observed, it indicates that there is no available data.

formatdate
dividend_amount: optional string

The dividend amount per share. When a null/undefined value is observed, it indicates that there is no available data.

dividend_yield: optional string

The dividend yield as a percentage of the stock price. When a null/undefined value is observed, it indicates that there is no available data.

frequency: optional string

The frequency of the dividend payments (e.g., “Quarterly”, “Annual”). When a null/undefined value is observed, it indicates that there is no available data.

payment_date: optional string

The payment date is the date on which a declared stock dividend is scheduled to be paid. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
record_date: optional string

The record date, set by a company’s board of directors, is when a company compiles a list of shareholders of the stock for which it has declared a dividend. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
earnings: array of InstrumentEarnings { date, eps_actual, eps_estimate, 5 more }

Earnings announcement events

date: string

The date when the earnings report was published

formatdate
eps_actual: optional string

The actual earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_estimate: optional string

The estimated earnings per share (EPS) for the period When a null/undefined value is observed, it indicates that there is no available data.

eps_surprise_percent: optional string

The percentage difference between actual and estimated EPS When a null/undefined value is observed, it indicates that there is no available data.

report_time: optional ReportTime

Report timing: before market open or after market close When a null/undefined value is observed, it indicates that there is no available data.

One of the following:
"BMO"
"AMC"
revenue_actual: optional string

The actual total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_estimate: optional string

The estimated total revenue for the period When a null/undefined value is observed, it indicates that there is no available data.

revenue_surprise_percent: optional string

The percentage difference between actual and estimated revenue When a null/undefined value is observed, it indicates that there is no available data.

instrument_id: string

Instrument identifier

formatuuid
ipos: array of InstrumentIpoEvent { date, actions, announced_at, 5 more }

IPO events

date: string

The date of the IPO

formatdate
actions: optional string

IPO action. When a null/undefined value is observed, it indicates that there is no available data.

announced_at: optional string

IPO announced timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
company: optional string

IPO company name. When a null/undefined value is observed, it indicates that there is no available data.

exchange: optional string

IPO exchange. When a null/undefined value is observed, it indicates that there is no available data.

market_cap: optional string

IPO market cap. When a null/undefined value is observed, it indicates that there is no available data.

price_range: optional string

IPO price range. When a null/undefined value is observed, it indicates that there is no available data.

shares: optional string

IPO shares offered. When a null/undefined value is observed, it indicates that there is no available data.

splits: array of InstrumentSplitEvent { date, denominator, numerator, split_type }

Stock split events

date: string

The date of the stock split

formatdate
denominator: string

The denominator of the split ratio

numerator: string

The numerator of the split ratio

split_type: string

The type of stock split (e.g., “stock-split”, “stock-dividend”, “bonus-issue”)

reporting_currency: optional string

The currency used for reporting financial data When a null/undefined value is observed, it indicates that there is no available data.

InstrumentDataGetInstrumentFundamentalsResponse = BaseResponse { metadata, error }
data: InstrumentFundamentals { average_volume, beta, description, 12 more }

Supplemental fundamentals and company profile data for an instrument.

average_volume: optional number

The average daily trading volume over the past 30 days When a null/undefined value is observed, it indicates that there is no available data.

formatint64
beta: optional string

The beta value, measuring the instrument’s volatility relative to the overall market When a null/undefined value is observed, it indicates that there is no available data.

description: optional string

A detailed description of the instrument or company When a null/undefined value is observed, it indicates that there is no available data.

dividend_yield: optional string

The trailing twelve months (TTM) dividend yield When a null/undefined value is observed, it indicates that there is no available data.

earnings_per_share: optional string

The trailing twelve months (TTM) earnings per share When a null/undefined value is observed, it indicates that there is no available data.

fifty_two_week_high: optional string

The highest price over the last 52 weeks When a null/undefined value is observed, it indicates that there is no available data.

fifty_two_week_low: optional string

The lowest price over the last 52 weeks When a null/undefined value is observed, it indicates that there is no available data.

industry: optional string

The specific industry of the instrument’s issuer When a null/undefined value is observed, it indicates that there is no available data.

list_date: optional string

The date the instrument was first listed When a null/undefined value is observed, it indicates that there is no available data.

formatdate
logo_url: optional string

URL to a representative logo image for the instrument or issuer When a null/undefined value is observed, it indicates that there is no available data.

market_cap: optional string

The total market capitalization When a null/undefined value is observed, it indicates that there is no available data.

previous_close: optional string

The closing price from the previous trading day When a null/undefined value is observed, it indicates that there is no available data.

price_to_earnings: optional string

The price-to-earnings (P/E) ratio for the trailing twelve months (TTM) When a null/undefined value is observed, it indicates that there is no available data.

reporting_currency: optional string

The currency used for reporting financial data When a null/undefined value is observed, it indicates that there is no available data.

sector: optional string

The business sector of the instrument’s issuer When a null/undefined value is observed, it indicates that there is no available data.

InstrumentDataGetInstrumentBalanceSheetStatementsResponse = BaseResponse { metadata, error }
data: InstrumentBalanceSheetStatementList { accepted_date, filing_date, period, 55 more }
accepted_date: string

The date and time when the filing was accepted by the SEC

formatdate-time
filing_date: string

The date the financial statement was filed

formatdate
period: string

The fiscal period identifier (e.g., “Q1”, “Q2”, “Q3”, “Q4”)

period_type: FiscalPeriodType

The type of fiscal period

One of the following:
"QUARTERLY"
"ANNUAL"
"TTM"
"BIANNUAL"
reported_currency: string

The currency in which the statement is reported (ISO 4217)

year: number

The fiscal year of the statement

formatint32
account_payables: optional string

Account payables

accounts_receivables: optional string

Accounts receivables

accrued_expenses: optional string

Accrued expenses

accumulated_other_comprehensive_income_loss: optional string

Accumulated other comprehensive income/loss

additional_paid_in_capital: optional string

Additional paid-in capital

capital_lease_obligations: optional string

Capital lease obligations (total)

capital_lease_obligations_current: optional string

Capital lease obligations (current portion)

cash_and_cash_equivalents: optional string

Cash and cash equivalents

cash_and_short_term_investments: optional string

Cash and short-term investments combined

common_stock: optional string

Common stock

deferred_revenue: optional string

Deferred revenue

deferred_revenue_non_current: optional string

Deferred revenue (non-current)

deferred_tax_liabilities_non_current: optional string

Deferred tax liabilities (non-current)

goodwill: optional string

Goodwill

goodwill_and_intangible_assets: optional string

Goodwill and intangible assets combined

intangible_assets: optional string

Intangible assets

inventory: optional string

Inventory

long_term_debt: optional string

Long-term debt

long_term_investments: optional string

Long-term investments

minority_interest: optional string

Minority interest

net_debt: optional string

Net debt (total debt minus cash)

net_receivables: optional string

Net receivables

other_assets: optional string

Other assets

other_current_assets: optional string

Other current assets

other_current_liabilities: optional string

Other current liabilities

other_liabilities: optional string

Other liabilities

other_non_current_assets: optional string

Other non-current assets

other_non_current_liabilities: optional string

Other non-current liabilities

other_payables: optional string

Other payables

other_receivables: optional string

Other receivables

other_total_stockholders_equity: optional string

Other total stockholders equity

preferred_stock: optional string

Preferred stock

prepaids: optional string

Prepaids

property_plant_and_equipment_net: optional string

Property, plant and equipment net of depreciation

retained_earnings: optional string

Retained earnings

short_term_debt: optional string

Short-term debt

short_term_investments: optional string

Short-term investments

tax_assets: optional string

Tax assets

tax_payables: optional string

Tax payables

total_assets: optional string

Total assets

total_current_assets: optional string

Total current assets

total_current_liabilities: optional string

Total current liabilities

total_debt: optional string

Total debt

total_equity: optional string

Total equity

total_investments: optional string

Total investments

total_liabilities: optional string

Total liabilities

total_liabilities_and_total_equity: optional string

Total liabilities and total equity

total_non_current_assets: optional string

Total non-current assets

total_non_current_liabilities: optional string

Total non-current liabilities

total_payables: optional string

Total payables

total_stockholders_equity: optional string

Total stockholders equity

treasury_stock: optional string

Treasury stock

InstrumentDataGetInstrumentIncomeStatementsResponse = BaseResponse { metadata, error }
data: InstrumentIncomeStatementList { accepted_date, filing_date, period, 34 more }
accepted_date: string

The date and time when the filing was accepted by the SEC

formatdate-time
filing_date: string

The date the financial statement was filed

formatdate
period: string

The fiscal period identifier (e.g., “Q1”, “Q2”, “Q3”, “Q4”)

period_type: FiscalPeriodType

The type of fiscal period

One of the following:
"QUARTERLY"
"ANNUAL"
"TTM"
"BIANNUAL"
reported_currency: string

The currency in which the statement is reported (ISO 4217)

year: number

The fiscal year of the statement

formatint32
bottom_line_net_income: optional string

Bottom line net income after all adjustments

cost_and_expenses: optional string

Total costs and expenses

cost_of_revenue: optional string

Direct costs attributable to producing goods sold

depreciation_and_amortization: optional string

Depreciation and amortization expenses

ebit: optional string

Earnings before interest and taxes

ebitda: optional string

Earnings before interest, taxes, depreciation, and amortization

eps: optional string

Basic earnings per share

eps_diluted: optional string

Diluted earnings per share

general_and_administrative_expenses: optional string

General administrative overhead expenses

gross_profit: optional string

Revenue minus cost of revenue

income_before_tax: optional string

Income before income tax expense

income_tax_expense: optional string

Income tax expense for the period

interest_expense: optional string

Interest paid on debt

interest_income: optional string

Interest earned on investments and cash

net_income: optional string

Total net income for the period

net_income_deductions: optional string

Deductions from net income

net_income_from_continuing_operations: optional string

Net income from continuing operations

net_income_from_discontinued_operations: optional string

Net income from discontinued operations

net_interest_income: optional string

Net interest income (interest income minus interest expense)

non_operating_income_excluding_interest: optional string

Non-operating income excluding interest

operating_expenses: optional string

Total operating expenses

operating_income: optional string

Income from core business operations

other_adjustments_to_net_income: optional string

Other adjustments to net income

other_expenses: optional string

Other miscellaneous expenses

research_and_development_expenses: optional string

Expenditure on research and development activities

revenue: optional string

Total revenue from sales of goods and services

selling_and_marketing_expenses: optional string

Expenditure on marketing and sales activities

selling_general_and_administrative_expenses: optional string

Combined selling, general, and administrative expenses

total_other_income_expenses_net: optional string

Net of other income and expenses

weighted_average_shs_out: optional string

Weighted average shares outstanding (basic)

weighted_average_shs_out_dil: optional string

Weighted average shares outstanding (diluted)

InstrumentDataGetInstrumentAnalystConsensusResponse = BaseResponse { metadata, error }
data: InstrumentAnalystConsensus { date, distribution, price_target, rating }

Aggregated analyst consensus metrics

date: string

The date the consensus snapshot was generated

formatdate
distribution: optional AnalystDistribution { buy, hold, sell, 2 more }

Count of individual analyst recommendations by category When a null/undefined value is observed, it indicates that there is no available data.

buy: number

Number of buy recommendations

formatint64
hold: number

Number of hold recommendations

formatint64
sell: number

Number of sell recommendations

formatint64
strong_buy: number

Number of strong buy recommendations

formatint64
strong_sell: number

Number of strong sell recommendations

formatint64
price_target: optional PriceTarget { average, currency, high, low }

Aggregated analyst price target statistics When a null/undefined value is observed, it indicates that there is no available data.

average: string

Average analyst price target

currency: string

ISO 4217 currency code of the price targets

high: string

Highest analyst price target

low: string

Lowest analyst price target

rating: optional AnalystRating

Consensus analyst rating When a null/undefined value is observed, it indicates that there is no available data.

One of the following:
"STRONG_BUY"
"BUY"
"HOLD"
"SELL"
"STRONG_SELL"
InstrumentDataGetInstrumentCashFlowStatementsResponse = BaseResponse { metadata, error }
data: InstrumentCashFlowStatementList { accepted_date, filing_date, period, 42 more }
accepted_date: string

The date and time when the filing was accepted by the SEC

formatdate-time
filing_date: string

The date the financial statement was filed

formatdate
period: string

The fiscal period identifier (e.g., “Q1”, “Q2”, “Q3”, “Q4”)

period_type: FiscalPeriodType

The type of fiscal period

One of the following:
"QUARTERLY"
"ANNUAL"
"TTM"
"BIANNUAL"
reported_currency: string

The currency in which the statement is reported (ISO 4217)

year: number

The fiscal year of the statement

formatint32
accounts_payables: optional string

Change in accounts payables

accounts_receivables: optional string

Change in accounts receivables

acquisitions_net: optional string

Net acquisitions

capital_expenditure: optional string

Capital expenditure

cash_at_beginning_of_period: optional string

Cash and cash equivalents at beginning of period

cash_at_end_of_period: optional string

Cash and cash equivalents at end of period

change_in_working_capital: optional string

Change in working capital

common_dividends_paid: optional string

Common dividends paid

common_stock_issuance: optional string

Common stock issuance

common_stock_repurchased: optional string

Common stock repurchased (buybacks)

deferred_income_tax: optional string

Deferred income tax expense

depreciation_and_amortization: optional string

Depreciation and amortization expense

effect_of_forex_changes_on_cash: optional string

Effect of foreign exchange changes on cash

free_cash_flow: optional string

Free cash flow (operating cash flow minus capital expenditure)

income_taxes_paid: optional string

Income taxes paid

interest_paid: optional string

Interest paid

inventory: optional string

Change in inventory

investments_in_property_plant_and_equipment: optional string

Investments in property, plant, and equipment

long_term_net_debt_issuance: optional string

Long-term net debt issuance

net_cash_provided_by_financing_activities: optional string

Net cash provided by financing activities

net_cash_provided_by_investing_activities: optional string

Net cash provided by investing activities

net_cash_provided_by_operating_activities: optional string

Net cash provided by operating activities

net_change_in_cash: optional string

Net change in cash during the period

net_common_stock_issuance: optional string

Net common stock issuance

net_debt_issuance: optional string

Net debt issuance (long-term + short-term)

net_dividends_paid: optional string

Net dividends paid (common + preferred)

net_income: optional string

Net income for the period

net_preferred_stock_issuance: optional string

Net preferred stock issuance

net_stock_issuance: optional string

Net stock issuance (common + preferred)

operating_cash_flow: optional string

Operating cash flow (alternative calculation)

other_financing_activities: optional string

Other financing activities

other_investing_activities: optional string

Other investing activities

other_non_cash_items: optional string

Other non-cash items

other_working_capital: optional string

Change in other working capital

preferred_dividends_paid: optional string

Preferred dividends paid

purchases_of_investments: optional string

Purchases of investments

sales_maturities_of_investments: optional string

Sales and maturities of investments

short_term_net_debt_issuance: optional string

Short-term net debt issuance

stock_based_compensation: optional string

Stock-based compensation expense

Instrument DataMarket Data

Retrieve instrument analytics, market data, news, and related reference data.

Get Snapshots
GET/v1/market-data/snapshot
Get Daily Aggregate Summaries
Deprecated
GET/v1/market-data/daily-summary
ModelsExpand Collapse
DailySummary object { instrument_id, high, low, 6 more }

Daily aggregate (OHLV) summary for a single instrument.

Returned by GET /market-data/daily-summary. Every field except instrument_id and not_applicable is Option:

  • Unresolvable instrument_id → all other fields None (including symbol).
  • Resolvable instrument_id with no realtime cache entry → symbol populated, OHLV/trade_date/open_interest None.
  • trade_date reflects the session the OHLV represents (today during trading hours, the last trading date during weekends/holidays).
  • open_interest is populated for options only; None for equities and indices.
  • not_applicable is a non-optional bool, always serialized: true for instrument types with no daily summary by definition (e.g. an index, whose OHLV/trade_date are None), false otherwise.
instrument_id: string

Unique instrument identifier. Always populated; echoes the request ID.

formatuuid
high: optional string

Session high. When a null/undefined value is observed, it indicates that there is no available data.

low: optional string

Session low. When a null/undefined value is observed, it indicates that there is no available data.

not_applicable: optional boolean

true when the instrument type has no daily summary by definition (e.g. an index). Distinguishes an intentional N/A from OHLV that is merely not loaded yet. false for instruments that can have a summary.

open: optional string

Opening price for the session. When a null/undefined value is observed, it indicates that there is no available data.

open_interest: optional number

Open interest (outstanding contracts). Populated for options only; None for equities and indices. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
symbol: optional string

Display symbol for the security. None for unresolvable IDs. When a null/undefined value is observed, it indicates that there is no available data.

trade_date: optional string

Session date the OHLV represents, US/Eastern. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
volume: optional number

Session cumulative trading volume. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
DailySummaryList = array of DailySummary { instrument_id, high, low, 6 more }
instrument_id: string

Unique instrument identifier. Always populated; echoes the request ID.

formatuuid
high: optional string

Session high. When a null/undefined value is observed, it indicates that there is no available data.

low: optional string

Session low. When a null/undefined value is observed, it indicates that there is no available data.

not_applicable: optional boolean

true when the instrument type has no daily summary by definition (e.g. an index). Distinguishes an intentional N/A from OHLV that is merely not loaded yet. false for instruments that can have a summary.

open: optional string

Opening price for the session. When a null/undefined value is observed, it indicates that there is no available data.

open_interest: optional number

Open interest (outstanding contracts). Populated for options only; None for equities and indices. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
symbol: optional string

Display symbol for the security. None for unresolvable IDs. When a null/undefined value is observed, it indicates that there is no available data.

trade_date: optional string

Session date the OHLV represents, US/Eastern. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
volume: optional number

Session cumulative trading volume. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
MarketDataSnapshot object { instrument_id, session, short_sale_restricted, 7 more }

Market data snapshot for a single security.

instrument_id: string

Unique instrument identifier.

session: SnapshotSession { ohlv_applicable, change, change_percent, 7 more }

Session-level pricing and OHLV metrics. Always present; each inner field is independently nullable.

ohlv_applicable: boolean

false only for instrument types with no OHLV by definition (e.g. an index instrument, whose price is a computed level rather than a traded security) — open/high/low/ohlv_date/cumulative_volume are then always absent. true otherwise, even when those fields simply haven’t loaded yet. Always serialized.

change: optional string

Absolute change from previous close to the most recent last-sale-eligible trade. Absent when either side of the computation is unavailable. When a null/undefined value is observed, it indicates that there is no available data.

change_percent: optional string

Percent change from previous close to the most recent last-sale-eligible trade. Absent under the same conditions as change. When a null/undefined value is observed, it indicates that there is no available data.

cumulative_volume: optional number

Cumulative traded volume for the current session, in shares for equities or contracts for options. Always reflects the current session, even when ohlv_date trails it. Absent when ohlv_applicable is false, or when no trade is available. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
minimum0
high: optional string

Session high. When a null/undefined value is observed, it indicates that there is no available data.

low: optional string

Session low. When a null/undefined value is observed, it indicates that there is no available data.

ohlv_date: optional string

Session date the open/high/low values represent, US/Eastern. May trail the current session until the upstream feed rolls. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
open: optional string

Session opening price, from the day’s OHLC bar. Absent when ohlv_applicable is false, or when the bar has not loaded yet. When a null/undefined value is observed, it indicates that there is no available data.

previous_close: optional string

Previous session close price. Corporate-action-adjusted (stock dividends, cash dividends, and forward/reverse splits) when an adjustment exists for the close date; the raw close otherwise. An adjustment can carry the price beyond 2 decimal places. Absent when no previous close is on record (e.g. an instrument’s first session). When a null/undefined value is observed, it indicates that there is no available data.

previous_close_unadjusted: optional string

Unadjusted (raw) previous session close. Present only when a corporate-action adjustment exists for the previous close date; when no adjustment exists, previous_close is the raw close and this field is omitted. When a null/undefined value is observed, it indicates that there is no available data.

short_sale_restricted: boolean

Whether the SEC Rule 201 short-sale price test is currently restricting short sales in this security, from the trading-status feed.

true restricts non-exempt short sales at or below the national best bid. null means we have no answer, either because no trading status has been seen for this security yet or because Rule 201 does not cover this security type. A null is not a statement that short selling is unrestricted, and must not be treated as clear to short.

This is the current market condition, not a statement about whether Clear Street will reject your order. It is also distinct from is_short_prohibited on the instrument endpoints, which is a standing property of the security rather than a live circuit breaker. When a null/undefined value is observed, it indicates that there is no available data.

symbol: string

Display symbol for the security.

Deprecatedcumulative_volume: optional number

Cumulative traded volume reported on the most recent trade, in shares for equities or contracts for options. Absent when no trade is available.

Deprecated: use session.cumulative_volume, the same value from the same source. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
minimum0
greeks: optional SnapshotGreeks { delta, gamma, iv, 5 more }

Theoretical price and Greeks for option instruments. None for equities, and for options whose Greeks have not yet been observed When a null/undefined value is observed, it indicates that there is no available data.

delta: string

Delta: ∂V/∂S, range [-1, 1].

gamma: string

Gamma: ∂²V/∂S².

iv: string

Implied volatility, annualized (0.20 == 20%).

rho: string

Rho per 1.0 rate point.

theo_price: string

Theoretical option price in USD per share.

theta: string

Theta per trading day.

timestamp: string

Timestamp when the Greeks were calculated.

formatdate-time
vega: string

Vega per 1.0 vol point.

last_quote: optional SnapshotQuote { ask, ask_size, ask_timestamp, 6 more }

Most recent quote if available. When a null/undefined value is observed, it indicates that there is no available data.

ask: optional string

Current best ask. Absent when no ask is available (one-sided quote). When a null/undefined value is observed, it indicates that there is no available data.

ask_size: optional number

Size at the best ask, in shares. When a null/undefined value is observed, it indicates that there is no available data.

formatint32
minimum0
ask_timestamp: optional string

Exchange timestamp of the best ask. Absent when the ask side carries no timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
ask_venue: optional string

ISO 10383 Market Identifier Code (MIC) of the venue currently holding the national best offer (NBBO). Absent when the ask side carries no venue. When a null/undefined value is observed, it indicates that there is no available data.

bid: optional string

Current best bid. Absent when no bid is available (one-sided quote). When a null/undefined value is observed, it indicates that there is no available data.

bid_size: optional number

Size at the best bid, in shares. When a null/undefined value is observed, it indicates that there is no available data.

formatint32
minimum0
bid_timestamp: optional string

Exchange timestamp of the best bid. Absent when the bid side carries no timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
bid_venue: optional string

ISO 10383 Market Identifier Code (MIC) of the venue currently holding the national best bid (NBBO). Absent when the bid side carries no venue. When a null/undefined value is observed, it indicates that there is no available data.

midpoint: optional string

Midpoint of bid and ask. Absent when either side is missing. When a null/undefined value is observed, it indicates that there is no available data.

last_trade: optional SnapshotLastTrade { price, size, timestamp, venue }

Most recent last-sale-eligible trade if available. Omitted when the most recent known print is ineligible (e.g. an odd lot or an out-of-sequence report) rather than showing that print’s price. When a null/undefined value is observed, it indicates that there is no available data.

price: string

Most recent last-sale eligible trade price. For index instruments, the current index level.

size: number

Share quantity of the most recent last-sale eligible trade. Always 0 for index instruments, whose level is computed rather than traded.

formatint32
minimum0
timestamp: optional string

Exchange timestamp of the most recent last-sale eligible trade. For index instruments, the time the index level was computed. Absent when the trade carries no timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
venue: optional string

ISO 10383 Market Identifier Code (MIC) of the venue where the most recent last-sale eligible trade took place. Absent when the trade carries no venue; index levels are computed rather than traded and have no venue. When a null/undefined value is observed, it indicates that there is no available data.

name: optional string

Security name if available. When a null/undefined value is observed, it indicates that there is no available data.

open_interest: optional number

Open interest (outstanding contracts) as of the most recent OPRA Refresh. Populated for options only; absent for equities and indices. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
minimum0
MarketDataSnapshotList = array of MarketDataSnapshot { instrument_id, session, short_sale_restricted, 7 more }
instrument_id: string

Unique instrument identifier.

session: SnapshotSession { ohlv_applicable, change, change_percent, 7 more }

Session-level pricing and OHLV metrics. Always present; each inner field is independently nullable.

ohlv_applicable: boolean

false only for instrument types with no OHLV by definition (e.g. an index instrument, whose price is a computed level rather than a traded security) — open/high/low/ohlv_date/cumulative_volume are then always absent. true otherwise, even when those fields simply haven’t loaded yet. Always serialized.

change: optional string

Absolute change from previous close to the most recent last-sale-eligible trade. Absent when either side of the computation is unavailable. When a null/undefined value is observed, it indicates that there is no available data.

change_percent: optional string

Percent change from previous close to the most recent last-sale-eligible trade. Absent under the same conditions as change. When a null/undefined value is observed, it indicates that there is no available data.

cumulative_volume: optional number

Cumulative traded volume for the current session, in shares for equities or contracts for options. Always reflects the current session, even when ohlv_date trails it. Absent when ohlv_applicable is false, or when no trade is available. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
minimum0
high: optional string

Session high. When a null/undefined value is observed, it indicates that there is no available data.

low: optional string

Session low. When a null/undefined value is observed, it indicates that there is no available data.

ohlv_date: optional string

Session date the open/high/low values represent, US/Eastern. May trail the current session until the upstream feed rolls. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
open: optional string

Session opening price, from the day’s OHLC bar. Absent when ohlv_applicable is false, or when the bar has not loaded yet. When a null/undefined value is observed, it indicates that there is no available data.

previous_close: optional string

Previous session close price. Corporate-action-adjusted (stock dividends, cash dividends, and forward/reverse splits) when an adjustment exists for the close date; the raw close otherwise. An adjustment can carry the price beyond 2 decimal places. Absent when no previous close is on record (e.g. an instrument’s first session). When a null/undefined value is observed, it indicates that there is no available data.

previous_close_unadjusted: optional string

Unadjusted (raw) previous session close. Present only when a corporate-action adjustment exists for the previous close date; when no adjustment exists, previous_close is the raw close and this field is omitted. When a null/undefined value is observed, it indicates that there is no available data.

short_sale_restricted: boolean

Whether the SEC Rule 201 short-sale price test is currently restricting short sales in this security, from the trading-status feed.

true restricts non-exempt short sales at or below the national best bid. null means we have no answer, either because no trading status has been seen for this security yet or because Rule 201 does not cover this security type. A null is not a statement that short selling is unrestricted, and must not be treated as clear to short.

This is the current market condition, not a statement about whether Clear Street will reject your order. It is also distinct from is_short_prohibited on the instrument endpoints, which is a standing property of the security rather than a live circuit breaker. When a null/undefined value is observed, it indicates that there is no available data.

symbol: string

Display symbol for the security.

Deprecatedcumulative_volume: optional number

Cumulative traded volume reported on the most recent trade, in shares for equities or contracts for options. Absent when no trade is available.

Deprecated: use session.cumulative_volume, the same value from the same source. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
minimum0
greeks: optional SnapshotGreeks { delta, gamma, iv, 5 more }

Theoretical price and Greeks for option instruments. None for equities, and for options whose Greeks have not yet been observed When a null/undefined value is observed, it indicates that there is no available data.

delta: string

Delta: ∂V/∂S, range [-1, 1].

gamma: string

Gamma: ∂²V/∂S².

iv: string

Implied volatility, annualized (0.20 == 20%).

rho: string

Rho per 1.0 rate point.

theo_price: string

Theoretical option price in USD per share.

theta: string

Theta per trading day.

timestamp: string

Timestamp when the Greeks were calculated.

formatdate-time
vega: string

Vega per 1.0 vol point.

last_quote: optional SnapshotQuote { ask, ask_size, ask_timestamp, 6 more }

Most recent quote if available. When a null/undefined value is observed, it indicates that there is no available data.

ask: optional string

Current best ask. Absent when no ask is available (one-sided quote). When a null/undefined value is observed, it indicates that there is no available data.

ask_size: optional number

Size at the best ask, in shares. When a null/undefined value is observed, it indicates that there is no available data.

formatint32
minimum0
ask_timestamp: optional string

Exchange timestamp of the best ask. Absent when the ask side carries no timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
ask_venue: optional string

ISO 10383 Market Identifier Code (MIC) of the venue currently holding the national best offer (NBBO). Absent when the ask side carries no venue. When a null/undefined value is observed, it indicates that there is no available data.

bid: optional string

Current best bid. Absent when no bid is available (one-sided quote). When a null/undefined value is observed, it indicates that there is no available data.

bid_size: optional number

Size at the best bid, in shares. When a null/undefined value is observed, it indicates that there is no available data.

formatint32
minimum0
bid_timestamp: optional string

Exchange timestamp of the best bid. Absent when the bid side carries no timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
bid_venue: optional string

ISO 10383 Market Identifier Code (MIC) of the venue currently holding the national best bid (NBBO). Absent when the bid side carries no venue. When a null/undefined value is observed, it indicates that there is no available data.

midpoint: optional string

Midpoint of bid and ask. Absent when either side is missing. When a null/undefined value is observed, it indicates that there is no available data.

last_trade: optional SnapshotLastTrade { price, size, timestamp, venue }

Most recent last-sale-eligible trade if available. Omitted when the most recent known print is ineligible (e.g. an odd lot or an out-of-sequence report) rather than showing that print’s price. When a null/undefined value is observed, it indicates that there is no available data.

price: string

Most recent last-sale eligible trade price. For index instruments, the current index level.

size: number

Share quantity of the most recent last-sale eligible trade. Always 0 for index instruments, whose level is computed rather than traded.

formatint32
minimum0
timestamp: optional string

Exchange timestamp of the most recent last-sale eligible trade. For index instruments, the time the index level was computed. Absent when the trade carries no timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
venue: optional string

ISO 10383 Market Identifier Code (MIC) of the venue where the most recent last-sale eligible trade took place. Absent when the trade carries no venue; index levels are computed rather than traded and have no venue. When a null/undefined value is observed, it indicates that there is no available data.

name: optional string

Security name if available. When a null/undefined value is observed, it indicates that there is no available data.

open_interest: optional number

Open interest (outstanding contracts) as of the most recent OPRA Refresh. Populated for options only; absent for equities and indices. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
minimum0
SnapshotGreeks object { delta, gamma, iv, 5 more }

Theoretical price and Greeks for an options snapshot. All values are per share; no contract multiplier is applied.

delta: string

Delta: ∂V/∂S, range [-1, 1].

gamma: string

Gamma: ∂²V/∂S².

iv: string

Implied volatility, annualized (0.20 == 20%).

rho: string

Rho per 1.0 rate point.

theo_price: string

Theoretical option price in USD per share.

theta: string

Theta per trading day.

timestamp: string

Timestamp when the Greeks were calculated.

formatdate-time
vega: string

Vega per 1.0 vol point.

SnapshotLastTrade object { price, size, timestamp, venue }

Last-trade fields for a market data snapshot.

For index instruments this carries the current index level — a computed value, not a trade: price is the level and size is always 0 (no contract changes hands).

price: string

Most recent last-sale eligible trade price. For index instruments, the current index level.

size: number

Share quantity of the most recent last-sale eligible trade. Always 0 for index instruments, whose level is computed rather than traded.

formatint32
minimum0
timestamp: optional string

Exchange timestamp of the most recent last-sale eligible trade. For index instruments, the time the index level was computed. Absent when the trade carries no timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
venue: optional string

ISO 10383 Market Identifier Code (MIC) of the venue where the most recent last-sale eligible trade took place. Absent when the trade carries no venue; index levels are computed rather than traded and have no venue. When a null/undefined value is observed, it indicates that there is no available data.

SnapshotQuote object { ask, ask_size, ask_timestamp, 6 more }

L1 quote fields for a market data snapshot.

ask: optional string

Current best ask. Absent when no ask is available (one-sided quote). When a null/undefined value is observed, it indicates that there is no available data.

ask_size: optional number

Size at the best ask, in shares. When a null/undefined value is observed, it indicates that there is no available data.

formatint32
minimum0
ask_timestamp: optional string

Exchange timestamp of the best ask. Absent when the ask side carries no timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
ask_venue: optional string

ISO 10383 Market Identifier Code (MIC) of the venue currently holding the national best offer (NBBO). Absent when the ask side carries no venue. When a null/undefined value is observed, it indicates that there is no available data.

bid: optional string

Current best bid. Absent when no bid is available (one-sided quote). When a null/undefined value is observed, it indicates that there is no available data.

bid_size: optional number

Size at the best bid, in shares. When a null/undefined value is observed, it indicates that there is no available data.

formatint32
minimum0
bid_timestamp: optional string

Exchange timestamp of the best bid. Absent when the bid side carries no timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
bid_venue: optional string

ISO 10383 Market Identifier Code (MIC) of the venue currently holding the national best bid (NBBO). Absent when the bid side carries no venue. When a null/undefined value is observed, it indicates that there is no available data.

midpoint: optional string

Midpoint of bid and ask. Absent when either side is missing. When a null/undefined value is observed, it indicates that there is no available data.

SnapshotSession object { ohlv_applicable, change, change_percent, 7 more }

Session-level pricing and OHLV metrics for a market data snapshot. Always present on the snapshot row; every field here is independently nullable except ohlv_applicable.

ohlv_applicable: boolean

false only for instrument types with no OHLV by definition (e.g. an index instrument, whose price is a computed level rather than a traded security) — open/high/low/ohlv_date/cumulative_volume are then always absent. true otherwise, even when those fields simply haven’t loaded yet. Always serialized.

change: optional string

Absolute change from previous close to the most recent last-sale-eligible trade. Absent when either side of the computation is unavailable. When a null/undefined value is observed, it indicates that there is no available data.

change_percent: optional string

Percent change from previous close to the most recent last-sale-eligible trade. Absent under the same conditions as change. When a null/undefined value is observed, it indicates that there is no available data.

cumulative_volume: optional number

Cumulative traded volume for the current session, in shares for equities or contracts for options. Always reflects the current session, even when ohlv_date trails it. Absent when ohlv_applicable is false, or when no trade is available. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
minimum0
high: optional string

Session high. When a null/undefined value is observed, it indicates that there is no available data.

low: optional string

Session low. When a null/undefined value is observed, it indicates that there is no available data.

ohlv_date: optional string

Session date the open/high/low values represent, US/Eastern. May trail the current session until the upstream feed rolls. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
open: optional string

Session opening price, from the day’s OHLC bar. Absent when ohlv_applicable is false, or when the bar has not loaded yet. When a null/undefined value is observed, it indicates that there is no available data.

previous_close: optional string

Previous session close price. Corporate-action-adjusted (stock dividends, cash dividends, and forward/reverse splits) when an adjustment exists for the close date; the raw close otherwise. An adjustment can carry the price beyond 2 decimal places. Absent when no previous close is on record (e.g. an instrument’s first session). When a null/undefined value is observed, it indicates that there is no available data.

previous_close_unadjusted: optional string

Unadjusted (raw) previous session close. Present only when a corporate-action adjustment exists for the previous close date; when no adjustment exists, previous_close is the raw close and this field is omitted. When a null/undefined value is observed, it indicates that there is no available data.

MarketDataGetSnapshotsResponse = BaseResponse { metadata, error }
data: MarketDataSnapshotList { instrument_id, session, short_sale_restricted, 7 more }
instrument_id: string

Unique instrument identifier.

session: SnapshotSession { ohlv_applicable, change, change_percent, 7 more }

Session-level pricing and OHLV metrics. Always present; each inner field is independently nullable.

ohlv_applicable: boolean

false only for instrument types with no OHLV by definition (e.g. an index instrument, whose price is a computed level rather than a traded security) — open/high/low/ohlv_date/cumulative_volume are then always absent. true otherwise, even when those fields simply haven’t loaded yet. Always serialized.

change: optional string

Absolute change from previous close to the most recent last-sale-eligible trade. Absent when either side of the computation is unavailable. When a null/undefined value is observed, it indicates that there is no available data.

change_percent: optional string

Percent change from previous close to the most recent last-sale-eligible trade. Absent under the same conditions as change. When a null/undefined value is observed, it indicates that there is no available data.

cumulative_volume: optional number

Cumulative traded volume for the current session, in shares for equities or contracts for options. Always reflects the current session, even when ohlv_date trails it. Absent when ohlv_applicable is false, or when no trade is available. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
minimum0
high: optional string

Session high. When a null/undefined value is observed, it indicates that there is no available data.

low: optional string

Session low. When a null/undefined value is observed, it indicates that there is no available data.

ohlv_date: optional string

Session date the open/high/low values represent, US/Eastern. May trail the current session until the upstream feed rolls. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
open: optional string

Session opening price, from the day’s OHLC bar. Absent when ohlv_applicable is false, or when the bar has not loaded yet. When a null/undefined value is observed, it indicates that there is no available data.

previous_close: optional string

Previous session close price. Corporate-action-adjusted (stock dividends, cash dividends, and forward/reverse splits) when an adjustment exists for the close date; the raw close otherwise. An adjustment can carry the price beyond 2 decimal places. Absent when no previous close is on record (e.g. an instrument’s first session). When a null/undefined value is observed, it indicates that there is no available data.

previous_close_unadjusted: optional string

Unadjusted (raw) previous session close. Present only when a corporate-action adjustment exists for the previous close date; when no adjustment exists, previous_close is the raw close and this field is omitted. When a null/undefined value is observed, it indicates that there is no available data.

short_sale_restricted: boolean

Whether the SEC Rule 201 short-sale price test is currently restricting short sales in this security, from the trading-status feed.

true restricts non-exempt short sales at or below the national best bid. null means we have no answer, either because no trading status has been seen for this security yet or because Rule 201 does not cover this security type. A null is not a statement that short selling is unrestricted, and must not be treated as clear to short.

This is the current market condition, not a statement about whether Clear Street will reject your order. It is also distinct from is_short_prohibited on the instrument endpoints, which is a standing property of the security rather than a live circuit breaker. When a null/undefined value is observed, it indicates that there is no available data.

symbol: string

Display symbol for the security.

Deprecatedcumulative_volume: optional number

Cumulative traded volume reported on the most recent trade, in shares for equities or contracts for options. Absent when no trade is available.

Deprecated: use session.cumulative_volume, the same value from the same source. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
minimum0
greeks: optional SnapshotGreeks { delta, gamma, iv, 5 more }

Theoretical price and Greeks for option instruments. None for equities, and for options whose Greeks have not yet been observed When a null/undefined value is observed, it indicates that there is no available data.

delta: string

Delta: ∂V/∂S, range [-1, 1].

gamma: string

Gamma: ∂²V/∂S².

iv: string

Implied volatility, annualized (0.20 == 20%).

rho: string

Rho per 1.0 rate point.

theo_price: string

Theoretical option price in USD per share.

theta: string

Theta per trading day.

timestamp: string

Timestamp when the Greeks were calculated.

formatdate-time
vega: string

Vega per 1.0 vol point.

last_quote: optional SnapshotQuote { ask, ask_size, ask_timestamp, 6 more }

Most recent quote if available. When a null/undefined value is observed, it indicates that there is no available data.

ask: optional string

Current best ask. Absent when no ask is available (one-sided quote). When a null/undefined value is observed, it indicates that there is no available data.

ask_size: optional number

Size at the best ask, in shares. When a null/undefined value is observed, it indicates that there is no available data.

formatint32
minimum0
ask_timestamp: optional string

Exchange timestamp of the best ask. Absent when the ask side carries no timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
ask_venue: optional string

ISO 10383 Market Identifier Code (MIC) of the venue currently holding the national best offer (NBBO). Absent when the ask side carries no venue. When a null/undefined value is observed, it indicates that there is no available data.

bid: optional string

Current best bid. Absent when no bid is available (one-sided quote). When a null/undefined value is observed, it indicates that there is no available data.

bid_size: optional number

Size at the best bid, in shares. When a null/undefined value is observed, it indicates that there is no available data.

formatint32
minimum0
bid_timestamp: optional string

Exchange timestamp of the best bid. Absent when the bid side carries no timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
bid_venue: optional string

ISO 10383 Market Identifier Code (MIC) of the venue currently holding the national best bid (NBBO). Absent when the bid side carries no venue. When a null/undefined value is observed, it indicates that there is no available data.

midpoint: optional string

Midpoint of bid and ask. Absent when either side is missing. When a null/undefined value is observed, it indicates that there is no available data.

last_trade: optional SnapshotLastTrade { price, size, timestamp, venue }

Most recent last-sale-eligible trade if available. Omitted when the most recent known print is ineligible (e.g. an odd lot or an out-of-sequence report) rather than showing that print’s price. When a null/undefined value is observed, it indicates that there is no available data.

price: string

Most recent last-sale eligible trade price. For index instruments, the current index level.

size: number

Share quantity of the most recent last-sale eligible trade. Always 0 for index instruments, whose level is computed rather than traded.

formatint32
minimum0
timestamp: optional string

Exchange timestamp of the most recent last-sale eligible trade. For index instruments, the time the index level was computed. Absent when the trade carries no timestamp. When a null/undefined value is observed, it indicates that there is no available data.

formatdate-time
venue: optional string

ISO 10383 Market Identifier Code (MIC) of the venue where the most recent last-sale eligible trade took place. Absent when the trade carries no venue; index levels are computed rather than traded and have no venue. When a null/undefined value is observed, it indicates that there is no available data.

name: optional string

Security name if available. When a null/undefined value is observed, it indicates that there is no available data.

open_interest: optional number

Open interest (outstanding contracts) as of the most recent OPRA Refresh. Populated for options only; absent for equities and indices. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
minimum0
MarketDataGetDailySummariesResponse = BaseResponse { metadata, error }
data: DailySummaryList { instrument_id, high, low, 6 more }
instrument_id: string

Unique instrument identifier. Always populated; echoes the request ID.

formatuuid
high: optional string

Session high. When a null/undefined value is observed, it indicates that there is no available data.

low: optional string

Session low. When a null/undefined value is observed, it indicates that there is no available data.

not_applicable: optional boolean

true when the instrument type has no daily summary by definition (e.g. an index). Distinguishes an intentional N/A from OHLV that is merely not loaded yet. false for instruments that can have a summary.

open: optional string

Opening price for the session. When a null/undefined value is observed, it indicates that there is no available data.

open_interest: optional number

Open interest (outstanding contracts). Populated for options only; None for equities and indices. When a null/undefined value is observed, it indicates that there is no available data.

formatint64
symbol: optional string

Display symbol for the security. None for unresolvable IDs. When a null/undefined value is observed, it indicates that there is no available data.

trade_date: optional string

Session date the OHLV represents, US/Eastern. When a null/undefined value is observed, it indicates that there is no available data.

formatdate
volume: optional number

Session cumulative trading volume. When a null/undefined value is observed, it indicates that there is no available data.

formatint64

Instrument DataNews

Retrieve instrument analytics, market data, news, and related reference data.

Get News
GET/v1/news
ModelsExpand Collapse
NewsInstrument object { instrument_id, name, symbol }

Instrument associated with a news item.

instrument_id: string

Instrument identifier.

formatuuid
name: optional string

Instrument name/description, if available. When a null/undefined value is observed, it indicates that there is no available data.

symbol: optional string

Trading symbol, if available. When a null/undefined value is observed, it indicates that there is no available data.

NewsItem object { instruments, news_type, published_at, 6 more }

A single news item and its associated instruments.

instruments: array of NewsInstrument { instrument_id, name, symbol }

Instruments associated with this news item.

instrument_id: string

Instrument identifier.

formatuuid
name: optional string

Instrument name/description, if available. When a null/undefined value is observed, it indicates that there is no available data.

symbol: optional string

Trading symbol, if available. When a null/undefined value is observed, it indicates that there is no available data.

news_type: NewsType

Classification of the item.

One of the following:
"NEWS"
"PRESS_RELEASE"
published_at: string

The published date/time of the article in UTC.

formatdate-time
publisher: string

The publisher or newswire source.

title: string

The headline/title of the article.

url: string

Canonical URL to the full article.

image_url: optional string

URL of an associated image if provided by the source. When a null/undefined value is observed, it indicates that there is no available data.

site: optional string

The primary domain/site of the publisher. When a null/undefined value is observed, it indicates that there is no available data.

text: optional string

The full or excerpted article body. When a null/undefined value is observed, it indicates that there is no available data.

NewsItemList = array of NewsItem { instruments, news_type, published_at, 6 more }
instruments: array of NewsInstrument { instrument_id, name, symbol }

Instruments associated with this news item.

instrument_id: string

Instrument identifier.

formatuuid
name: optional string

Instrument name/description, if available. When a null/undefined value is observed, it indicates that there is no available data.

symbol: optional string

Trading symbol, if available. When a null/undefined value is observed, it indicates that there is no available data.

news_type: NewsType

Classification of the item.

One of the following:
"NEWS"
"PRESS_RELEASE"
published_at: string

The published date/time of the article in UTC.

formatdate-time
publisher: string

The publisher or newswire source.

title: string

The headline/title of the article.

url: string

Canonical URL to the full article.

image_url: optional string

URL of an associated image if provided by the source. When a null/undefined value is observed, it indicates that there is no available data.

site: optional string

The primary domain/site of the publisher. When a null/undefined value is observed, it indicates that there is no available data.

text: optional string

The full or excerpted article body. When a null/undefined value is observed, it indicates that there is no available data.

NewsType = "NEWS" or "PRESS_RELEASE"

News item classification.

One of the following:
"NEWS"
"PRESS_RELEASE"
NewsGetNewsResponse = BaseResponse { metadata, error }
data: NewsItemList { instruments, news_type, published_at, 6 more }
instruments: array of NewsInstrument { instrument_id, name, symbol }

Instruments associated with this news item.

instrument_id: string

Instrument identifier.

formatuuid
name: optional string

Instrument name/description, if available. When a null/undefined value is observed, it indicates that there is no available data.

symbol: optional string

Trading symbol, if available. When a null/undefined value is observed, it indicates that there is no available data.

news_type: NewsType

Classification of the item.

One of the following:
"NEWS"
"PRESS_RELEASE"
published_at: string

The published date/time of the article in UTC.

formatdate-time
publisher: string

The publisher or newswire source.

title: string

The headline/title of the article.

url: string

Canonical URL to the full article.

image_url: optional string

URL of an associated image if provided by the source. When a null/undefined value is observed, it indicates that there is no available data.

site: optional string

The primary domain/site of the publisher. When a null/undefined value is observed, it indicates that there is no available data.

text: optional string

The full or excerpted article body. When a null/undefined value is observed, it indicates that there is no available data.