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Instrument Data

Use instrument, market data, financial statement, and news endpoints for research and discovery.

The Instruments and Market Data APIs provide a single surface for both reference data and prices. Use the instruments endpoints to pull corporate events, analyst consensus, company fundamentals, and financial statements going back multiple years. Use the market-data endpoints for latest quotes and daily open, high, low, volume data. Additionally you can keep up the latest with the News API.

NameMethodPathDescription
All Instrument EventsGET/v1/instruments/eventsReturns all earnings, dividends, stock splits, and IPOs across instruments, grouped by event date
Instrument EventsGET/v1/instruments/{instrument_id}/eventsReturns earnings, dividends, stock splits, and IPOs across instruments, grouped by event date
Analyst ratings & price targetsGET/v1/instruments/{instrument_id}/analyst-reportingReturns the latest available analyst consensus snapshot, including rating distribution and aggregate price targets.
FundamentalsGET/v1/instruments/{instrument_id}/fundamentalsReturns supplemental company data for instruments including sector, industry, market cap, TTM EPS, P/E, beta, volume, 52-week range.
NameMethodPathDescription
Income StatementsGET/v1/instruments/{instrument_id}/income-statementsReturns income statement rows with revenue, expenses, operating income, net income, EPS, and share count fields.
Balance SheetsGET/v1/instruments/{instrument_id}/balance-sheetsReturns balance sheet rows with assets, liabilities, equity, debt, and net debt fields.
Cash Flow StatementsGET/v1/instruments/{instrument_id}/cash-flow-statementsReturns cash flow statement rows with operating, investing, financing, cash position, capital expenditure, and free cash flow fields.
NameMethodPathDescription
SnapshotsGET/v1/market-data/snapshotReturns latest quote, last trade, and session change metrics for one or more instruments
Daily SummariesGET/v1/market-data/daily-summaryReturns daily OHLV and current price summaries for up to 100 instrument UUID

Use the news endpoint GET v1/news for timely market news and press releases, filtered by instrument, publisher, sector, date range, or text search, with instrument associations included in each result.

Use CaseDescriptionExample
Watchlist newsShow one combined news feed across every instrument in a user’s watchlist.GET /v1/news?instrument_ids={id1},{id2},{id3}
Portfolio or position monitoringHelp users understand news affecting instruments they currently hold or trade.Query news for the instruments in a user’s active positions.
Research and discoverySupport keyword-based research across titles, article text, and associated security IDs.GET /v1/news?search_query=earnings%20guidance
Publisher-specific feedsInclude preferred publishers or exclude noisy sources.GET /v1/news?include_publishers=Reuters,Bloomberg
Sector news dashboardPower sector overview pages or market pulse widgets.GET /v1/news?sectors=TECHNOLOGY,FINANCIAL_SERVICES
Press release monitoringSeparate company-issued announcements from general market news.GET /v1/news?news_type=PRESS_RELEASE&instrument_id=528ec5c3-cdbf-447c-b995-ec6c83cfbc02
Time-windowed market recapBuild daily, intraday, or session-specific news recaps.GET /v1/news?from=2026-05-03&to=2026-05-03
Alerting and notificationsNotify users when new articles match a saved instrument or keyword filter.Query with from={last_checked_at} for followed instruments.
AI or summary workflowsFeed relevant articles into an assistant, summary card, or research copilot.Retrieve recent instrument news, then summarize catalysts, risks, or themes.
ParameterDescription
exclude_publishersComma-separated publishers to exclude.
from, toInclusive publish-time range. Accepts YYYY-MM-DD or RFC3339 datetime.
include_publishersComma-separated publishers to include. Mutually exclusive with exclude_publishers.
instrument_idsComma-separated instrument UUIDs.
news_typeFilter by NEWS or PRESS_RELEASE.
page_size, page_tokenCursor-based pagination.
search_queryFree-text search across title, article text, and associated security IDs.
sectorsComma-separated sectors to filter by.