Signal8

Look up a term in the Signal8 Academy glossary (signal8.ai/learn/glossary) — dilution, SEC filing and trading jargon such as "ATM offering", "baby shelf", "full ratchet", "pre-funded warrant", "going concern", "LULD", "days to cover", "Form 25". Accepts a glossary slug ("atm-offering"), the term itself, or a common alias ("ATM", "price reset"); matching is case- and punctuation-insensitive. Returns the term, a one-line short definition, the long definition as Markdown, related terms, the Academy guides that use it, and the public url. A TERM_NOT_FOUND error means the glossary has no entry for that wording — not that the concept does not exist; try search_learn_guides with the same words. Works without an API key.

Get intraday accumulation/distribution metrics for the current or most recent trading session. Returns session VWAP, volume above/below VWAP, estimated buy vs sell volume (tick rule), volume by time period (morning/midday/afternoon), and comparison to average volume. Use for assessing real-time buying/selling pressure.

Get analyst ratings consensus for a company including average target price, number of analysts, buy/hold/sell breakdown, and consensus recommendation. Use when evaluating Wall Street sentiment or price targets.

Get aggregated analyst coverage for a ticker — consolidated view of grades, targets, and coverage breadth across covering firms.

Get forward analyst estimates for a company including EPS, revenue, EBITDA, and net income (low/high/avg) with analyst counts. Supports annual and quarterly periods. Use when analyzing forward earnings expectations or revenue forecasts.

Get recent analyst grade actions (upgrades, downgrades, initiations) for a ticker, including the grading firm and previous/new grade.

Get the SEC Form S-3 General Instruction I.B.6 "baby shelf" capacity: how much the issuer may raise off an effective shelf right now, given the one-third-of-public-float cap that applies below a $75M non-affiliate float, less the trailing-twelve-month takedowns already used. Returns the public float basis, the cap, takedowns counted and the remaining raisable amount. 🔴 `constraintApplies: false` means the cap does NOT bind (float at or above $75M, so primary offerings are unlimited under I.B.1) — it is NOT "no capacity" and NOT a favourable finding. 🔴 `constraintApplies: null` means the float value was NOT MEASURED (`suppressedReason: "float_unmeasured"`): neither the $75M test nor the cap could be answered — report it as not measured, NEVER as "the cap does not bind" and NEVER as unlimited. 🔴 A `suppressed` response means the figure is WITHHELD (for example an issuer that has been delisted to OTC and cannot run an S-3 primary at all) — report it as not stateable, NEVER as $0 raisable, which is a claim. 🔴 `suppressedReason: "ib6_pool_unattributed"` means the cap DOES apply but the trailing sales that would exhaust it could not all be attributed to an I.B.6 registration, so the derived $0 is a lower BOUND, not a measurement — `remainingCapacity` is null and `capacityUpperBoundDollars` is "at most", never a figure. 🔴 `suppressedReason: "issuer_not_ib6_limited"` means the issuer's own current prospectus offers MORE than the cap our float valuation would strike, on a cover with no I.B.6 limitation (`issuerUnlimitedOffer` echoes it): whether the cap applies is NOT MEASURED (`constraintApplies: null`) — never report it as $0, as constrained, or as unlimited. `floatValueBasis: "issuer_stated"` means the issuer's own printed I.B.6 float value (`issuerStatedFloat`, a prospectus no older than 60 days) was lower than the live valuation and was used. A null remaining capacity is likewise not measured, not zero. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get up to 10 years of quarterly cash position history from SEC XBRL filings (data.sec.gov company-facts). Returns an array of {periodEnd, usd, formType, isAnnual} sorted chronologically. Deduped by period with annual filings preferred over quarterly. Not feature-gated — works for any company with SEC filings.

Get the Signal8 cash position model for a company, derived from the dilution snapshot pipeline: anchor cash and anchor date, monthly burn, post-anchor capital raises (with SEC filing citations), known outflows, estimated current cash and runway months. Use when analyzing a company's current cash situation, runway, or capital raise activity. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status: coverage is partial, so `available: false` with reason `snapshot_not_generated` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no cash data and different from an outage (an outage is a 5xx). Never report a company as having no cash or no runway on the strength of an unavailable response. The `scenarios` envelope is preserved for compatibility but only `scenarios.closed` is populated: `pending` and `announced` are null with reason `scenario_not_modelled` because the extraction records only REALIZED cash-raising events and never models speculative raises. Do not infer them from shelf or ATM capacity. CURRENCY: amounts are in the filer's REPORTING currency, which is not always USD (Canadian, European, Japanese and Chinese filers report in their own currency). Read top-level `currency` (ISO 4217; null = not determined) and `currencySource` ("presumed_usd" means no foreign-currency marker was found, not a measurement). Every money object is {usd, native: {amount, currency}}: `usd` (and scenarios.closed.estimatedCashUsd / adjustedEstimatedCashUsd / netCapitalRaisesUsd) is null when the block is not in USD; nothing is converted. Never present `native.amount` as dollars. monthsOfCashLeft is currency-neutral and stays populated. Included in Signal8 Pro (403 FEATURE_NOT_AVAILABLE, requiredTier "pro", without it). That is a tier upgrade, not an add-on purchase — the add-on is no longer sold.

Find companies projected to run out of cash within a date window. Similar to lockup expiration calendars but for cash depletion events. Returns companies sorted by urgency (lowest runway first). Runway is an estimate based on current burn rate — actual depletion depends on future capital raises and operational changes. Default window is today to 90 days out. When the window starts today or earlier it also lists, first, companies whose ESTIMATED cash is already exhausted (cash_runway_months null, cashRunwayReason "estimate_would_be_negative", cashRunwayAsOf = the date of the cash figure that was rolled forward) — an estimate, never a reported zero balance.

Get clinical trial data for a biotech/pharma company including trial phase, status, conditions, and interventions. Use when analyzing a biotech company's pipeline or upcoming catalyst events.

Get an enriched company profile by ticker symbol. Returns CIK, exchange, sector, industry, market cap, employee count, description, and other fundamental data. This is a lightweight lookup -- use this when you only need basic company info rather than the full bundle. Always includes halted/haltCode/haltedAt trading-halt status (false/null when trading normally); a halted-but-listed ticker reports delisted:false. `sharesOutstanding` is DATED: `sharesOutstandingAsOf` + `sharesOutstandingAsOfKind` ("stated" = the issuer's statement date; "checked" = when it was last confirmed against a vendor; "none" = date not recorded) and a vendor-free `sharesOutstandingSource`. Quote the date with the count; null is NOT MEASURED, never zero.

Get full compliance rules evaluation for a company. Runs Nasdaq/NYSE deficiency detection, bid price tracking, and delinquent filing detection. Returns a comprehensive compliance picture combining SEC filing data, market data, and exchange rules. This is the most thorough compliance check available.

Cheap pre-check for whether Signal8 holds a dilution analysis for a company: coverage status (verified / stale / not_covered), extraction state (never_extracted / running / failed / timeout / complete), last attempt and last success timestamps, the coverage tier, and whether the ticker is out of scope. CALL THIS FIRST before the expensive dilution tools — it answers "is there anything to fetch" for a fraction of the cost. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. An `outOfScope` ticker is a statement about the PRODUCT (dilution analysis covers small-cap issuers only) and says NOTHING about that company's dilution — do not report a large-cap as having no dilution because it is out of scope. A `stale` status means the analysis is real but predates recent filings. `statusDetail` refines it: `newer_filing_unread` (a material filing — new/amended instrument, 424B5 pricing, split, 10-K — was filed after the snapshot and it has not read it; `unreadFilings` names them) and `delisting_filed` (a Form 25/25-NSE/15 filed after the snapshot; `delistingFiled` names it) both report `status: stale` — say the analysis predates that filing, never present it as current. A null `unreadFilings` is NOT MEASURED, never "nothing filed since". NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get the historical shares-outstanding and cash series from SEC XBRL filings, with offering and material-cash-event overlays so an issuance or a raise can be lined up against the share count and cash balance around it. Use for share count growth over time and for the cash trajectory between financings. 🔴 THE HISTORICAL SHARE COUNTS ARE AS FILED — each point is on the split basis in force when it was reported and is NOT rebased to today, so a reverse split shows as a step and points either side of one are not directly comparable. Do not compute a growth rate across a split boundary from these raw points. A gap in the series means no filing supplied that period, not that the share count was unchanged. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get ONE instrument family's rows with per-field SEC citations — each figure carries the accession number, filing date and the verbatim quoted sentence it was read from, so every number can be traced to a filing. Families: warrants, convertibles, preferred, shelfs, atms, elocs, s1_offerings, equity_plans, exchangeables, recent_offerings. One family per call — request the families you actually need rather than sweeping all ten. 🔴 ROW-LEVEL WITHHOLDING: `withheldRows` / `withheldRowCount` mean specific rows could NOT be verified and were blanked, so every family total in the response is a LOWER BOUND, not a complete figure. Say so — presenting a holed total as complete understates a named issuer's dilution. An empty rows array on a covered company is a measured "none found in the filings read"; an unavailable response is not. 🔴 STATUS `disputed` (warrants / convertibles / preferred / exchangeables) means the ISSUER'S LATEST FILING DISPUTES THE INSTRUMENT'S EXISTENCE OR VALIDITY and its financial statements do not carry it: the row is SHOWN and EXCLUDED from every total (`summary.disputedInstrumentCount` / `disputedInstrumentShares`) — report it as a disputed claim against the company, never as outstanding and never as retired. 🔴 `contingencyTrigger: "event_of_default"` marks an instrument that converts ONLY on an event of default; it is still outstanding and still COUNTED — say "converts only on an event of default", never that it is not dilutive. 🔴 ON `convertibles` ROWS `principalBasis` says HOW `principalOutstanding` was arrived at: `aggregate_only` / `fair_value_only` / `conflict` / `undisclosed_since_issue` mean the current balance is NOT MEASURED (principalOutstanding is null) — report `principalOriginal` as the ORIGINAL principal with the balance undisclosed, never as the current balance. `conversionBasis: "formula_unanchored"` means the conversion mechanism is disclosed but no price input exists, so no share count can be computed — the row is unquantified, not zero. 🔴 ON `convertibles` / `preferred` ROWS `sharesIssuableBasis: "conflict_upper_bound"` means two filed counts DISAGREE and the filings do not explain why: `sharesIssuableIfConverted` is the HIGHER (principal ÷ conversion price, used so dilution is never understated) and `sharesIssuableIssuerStated` is the issuer's own printed figure. Report both, as "up to X; the issuer states Y" — never the higher figure alone as the issuer's count. 🔴 ON `warrants` ROWS a null `sharesUnderlying` beside `aggregateExerciseValueDollars` / `exercisePriceFloor` / `sharesCeilingAsFiled` is a DOLLAR-DENOMINATED or capped warrant: `summary.warrantSharesCeiling` is the MOST such rows could deliver — a ceiling (`≤`), never a count, never in `potentialNewShares`. `warrantCount` is a count of WARRANTS, not shares. 🔴 ON `shelfs` ROWS `babyShelfCurrentCapacityDollars` IS A STORED, DATED FIGURE, NOT TODAY'S HEADROOM: it was struck at extraction time from a float value that may be the issuer's own cover recital months old, less a takedown pool anchored to the corpus window. Always report it WITH its `babyShelfCapacityAsOf` date (`babyShelfCapacityBasis` says which float it rests on); a null date means undated, never current. For the raisable-now figure recomputed from the live float and 60-day-high price call `get_baby_shelf_capacity` — never present the stored figure as current. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get post-offering price performance: for each recorded offering, how the stock traded after it priced or closed. Use when assessing how the market has absorbed this issuer's past financings. 🔴 THIS IS HISTORY, NOT A FORECAST — it describes what happened after prior offerings and must never be phrased as an expectation, a price target or a prediction about a named company. An empty or unavailable series means no offering performance was measured, NOT that offerings had no effect and NOT that there were no offerings. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get the dilution pressure score: a 0-100 score with its seven-component breakdown (shelf capacity, ATM/equity-line capacity, warrants in the money, convertible proximity, cash burn urgency, historical dilution, toxic financing), plus four risk levels — overall, offering ability, overhead supply, cash need. When the filings state no current share count, components that need the share count or market cap (warrants in the money, shelf / ATM capacity) are scored on the best-estimate share count — `details.sharesOutstandingEstimate` {shares, kind, asOf, source} and `details.marketCapSource: "derived_price_x_estimated_os"` say so; report those components as resting on an estimate. 🔴 THE SCORE IS MEANINGLESS WITHOUT `scoreMaxMeasured` AND `scoreWithheldReason`: components whose inputs could not be measured are DROPPED FROM THE DENOMINATOR, so a score of 58 may be 58 out of 85, not out of 100. Always report it as `score`/`scoreMaxMeasured` and name the excluded components from `scoreUnmeasuredComponents`; NEVER rescale it to /100, and never treat a low numerator as a low-risk finding. When `scoreDenominatorThin` is true the score rests on fewer than 70 measured points — report it as a PARTIAL reading ("N of M measured"), never as a full one. A non-null `scoreWithheldReason` (e.g. `no_dilution_snapshot`) means there is NO score — not a score of zero. 🔴 WHEN `levelsAreLowerBound` IS TRUE THE LEVELS ARE FLOORS, NOT MEASUREMENTS: a "medium" then means AT LEAST medium. State it as a lower bound; presenting a floor as a measurement understates the risk of a named issuer. `levelsLowerBoundScope` names WHICH levels are floors and ONLY those carry the at-least qualifier; `levelsLowerBoundReason` says why: `unquantified_live_instruments` (instruments that could not be sized were excluded — floors `overall` + `overheadSupply`), `offering_capacity_unknown` (a live shelf/ATM/equity line/registration states no remaining capacity) or `market_cap_unmeasured` (no market cap to compare capacity against) — both of which floor `overall` + `offeringAbility`, NOT `overheadSupply`; `os_growth_span_short` (share counts span under a year, growth shown raw, not annualized — floors `historical` + `overall`) or `os_growth_issuance_floor` (the latest share count could not be reconciled with the share history, so growth counts the last balance sheet plus only the filed issuances since — floors `historical` + `overall`) or `os_growth_rebased_partial` (growth measured on the company's own filed share history put onto one split basis, but some counts could not be placed — floors `historical` + `overall`) or `overhead_capacity_unquantified` (a live ATM, equity line or S-1 could not be converted to shares — size not stated or no current price — floors `overheadSupply` + `overall`). Name the stated reason, never another. `details.levelBounds` (since 2026-10-15) gives, per level, `floor` (the published level, unsized instruments counted at zero), `ceiling` (each unsized instrument at its filed maximum; null = some instrument has no filed maximum), `exact` (floor and ceiling agree, or the floor is high — the unsized instruments cannot move it, and the level is NOT in `levelsLowerBoundScope`), `bestEstimate` (each unsized instrument at its most likely size, never below the floor), `estimated` and `estimateBasis` (the assumptions, e.g. `atm_total_no_sales_reported`, `convertible_original_principal`). Signal8 surfaces show an estimated level as its `bestEstimate`; when you report one, say it is a best estimate and give the floor and ceiling — never present it as a measurement. `offeringAbilityBasis` / `overheadSupplyBasis` `atmRemainingBasis` / `elocRemainingBasis` say how a remaining was read: `total_minus_reported_sales` / `total_no_sales_reported` are the authorised total less reported sales, or the full total for a program started after the last periodic report — "up to". `details.osGrowthSource` names the share series behind `details.osGrowthRate`. When the rate is null, `details.osGrowthFacts` {fromShares, fromDate, toShares, toDate, splitsInWindow, basis} may carry two dated share counts from the filed history: a FACT, never a rating — the historical level stays not measured; with `basis: "as_filed"` the two counts are not on one split basis and must not be compared as growth. `levelsAreLowerBound` is always present. A null `overall` with a non-null `levelsWithheldReason` is WITHHELD — not low. `offeringAbility` is a capability profile, not pressure today: a live ATM/equity line whose drawable capacity is a MEASURED $0 (e.g. clamped by the I.B.6 cap) reads medium, while the score prices the $0 — do not describe that as the company being unable to raise. `overheadSupply` is TOTAL POTENTIAL DILUTION EXCLUDING SHELF as a % of shares outstanding: warrants, convertibles and preferred at their GROSS share counts, PLUS live ATM remaining (baby-shelf clamped) and equity-line remaining converted to shares at the current price, PLUS live S-1 registration shares, PLUS `details.registeredResaleOverhangShares` (already-issued affiliate shares on an EFFECTIVE resale registration). Low up to 20%, Medium 20-50%, High over 50%. Shelf capacity is NOT in it (that is `offeringAbility`). `details.overheadSupplyBasis` gives every component (`existingInstrumentShares`, `atmShares`, `elocShares`, `registeredShares`, `priceUsed`, `priceAsOf`, `pctOfOs`) and `unquantified` lists inputs that could not be converted; a null component is NOT MEASURED, never zero. It is NOT `inTheMoneySupplyPct` / `totalDilutiveShares`, which stay treasury-stock netted in-the-money figures. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get the dilution snapshot header (the heaviest dilution call): summary totals (potential new shares and their percentage of shares outstanding, per-family share totals), the cash position (anchor cash, monthly burn, estimated current cash, runway months), the float block, and `meta` provenance. Cash amounts are in the filer's REPORTING currency, not always USD: read `cashPosition.currency` (ISO 4217; null = not determined) and `cashPosition.currencySource` ("presumed_usd" = no foreign marker found, not a measurement) before calling a figure dollars. Runway months are currency-neutral. DOES NOT INCLUDE INSTRUMENT ROWS — call get_dilution_instruments per family for those, and call get_dilution_coverage first to avoid a wasted call on an uncovered ticker. 🔴 FLOAT: a declined float block (`available: false`) carries the read tier's `reason` and, when the extraction recorded a veto, a `refusal` object whose `withheldReason` is the exact value get_float serves — read that, not the bare reason, when reconciling the two. 🔴 FLOAT: when `floatWithheldReason` is non-null the tradeable float was NOT MEASURED and must not be stated as a number. `tradeableFloatCeiling` is an UPPER BOUND ("at most X"), NOT a float — never feed it to a market capitalisation, a percent-of-float, a short-interest ratio or a comparison; say in words that the float is at most that figure (a bound) — never print it as a bare number and never with a ~ / ≤ / ≥ glyph (2026-10-18). 🔴 BOUNDED TOTALS: a null share total (`potentialNewShares`, `totalWarrantShares`, `totalConvertibleShares`, `totalEquityPlanShares`, `totalExchangeableShares`, and `potentialDilutionPercent`) may sit beside `<key>Bound: "ceiling"`, `<key>Ceiling` and `<key>Floor`: some rows could not be placed on one split basis, but they can add at most a provably small amount. Report the ceiling as "at most X" and the floor as the measured part — NEVER the ceiling as the measured total, and never feed it to a ratio or comparison as if measured. The null key itself still means not measured. 🔴 RUNWAY: a runway figure beside `goingConcern: true` is a contradiction the issuer's own auditors have flagged — report both, never the runway alone. ALWAYS RETURNS 200 — read `available` and `reason`, never the HTTP status. Coverage is partial: `not_covered` means THIS COMPANY HAS NOT BEEN ANALYSED YET, which is different from it having no dilution and different from an outage (an outage is a 5xx). Never report a company as having no dilution on the strength of an unavailable response. NULL, absent or withheld means NOT MEASURED — it NEVER means "no dilution", "no warrants", "no shelf" or zero. A numeric 0 is a MEASURED zero and defeats a null check, so decide from the accompanying availability/withheld/reason field, never from the value itself. If a figure is absent, say it was not measured; do not describe the company as having none of that instrument. Figures are as of `meta.asOfDate`, from filings read through `meta.filingsThrough` — a stale as-of date means the answer predates anything filed since, not that nothing has happened. Share counts are rebased onto a single split basis; a row that cannot be rebased is omitted and counted rather than published on a mixed basis. Included in Signal8 Pro — without it the call returns 403 with code FEATURE_NOT_AVAILABLE and `requiredTier: "pro"`. That is a subscription-tier upgrade, not an add-on purchase; there is no separate add-on to buy.

Get market-wide campaign-finance rollups across ALL tracked politicians for a cycle: total raised, top 10 individual donors, top 10 PACs, party/chamber/cycle splits, and a most-funded politician leaderboard. Use for "who are the biggest donors in 2024?" or "which party raised more?" type questions. For a single politician, use get_politician_donor_summary.

Get historical earnings data for a company including EPS actual vs estimate, revenue actual vs estimate, and surprise percentages. Use when analyzing earnings beats/misses or upcoming earnings expectations.

Get upcoming and recent earnings releases between two dates. Optionally restrict to a list of tickers. Returns ticker, date, time (BMO/AMC), EPS estimate, and revenue estimate when available. Supports market cap filtering to focus on large-cap or small-cap earnings only.

Get scheduled macro/economic events (CPI, FOMC, jobs reports, GDP, etc.) between two dates. Optionally filter to a single country (ISO-3166 alpha-2, e.g. "US"). Defaults to US when omitted.

Get aggregated ETF data in a single call. Combines multiple data sources (profile, holdings, sector weightings, country exposure, performance, news, analyst coverage, and comparables) into one response. Each data type is cached independently. Specify which types to include or omit to get above-the-fold defaults (profile, stock-summary, holdings, sectors).

Get key executives and officers of a company including name, title, compensation, and tenure. Use when researching company leadership or management quality.

Get the full text/HTML content of a single exhibit from an SEC filing. Returns the exhibit text along with exhibit_type, description, company_name, accession_number, and form_type. Use the maxLength parameter to truncate large exhibits. Find exhibit IDs with get_filing_documents (`exhibitId`, by accession number) or get_filing_exhibits (by filing ID), or from search_filing_text matches (`exhibit_id`).

Get the forward-looking 10-K / 10-Q SEC filing-deadline calendar within a date window. Optionally restrict to a universe (sp500/ndx/dji/all) and/or a list of form types (default both 10-K and 10-Q).

Get the full raw text/HTML content of an SEC filing by its internal filing ID (the `id` on search_sec_filings rows, `filingId` from lookup_accession_number or get_filing_documents). Returns the complete filing document which can be very large (10-K filings can be 1MB+). Use the maxLength parameter to truncate content for previews. The response includes company_name, form_type, filing_date, cik, and accession_number alongside the content. Record-only filings (bodyStored: false) have no body here — open them on sec.gov. To read one exhibit rather than the whole submission, use get_filing_documents or get_filing_exhibits, then get_exhibit_content. For Form 3/4/5, 13F and SCHEDULE 13D/G, get_filing_structured returns parsed fields instead of XML. Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL.

List EVERY document in one SEC filing by accession number — the primary document, each exhibit, XML and XBRL files, graphics — with seq, type (e.g. "8-K", "EX-99.1"), description, size in bytes, `stored` and `secUrl`. Also returns the filing's cik, companyName, formType, filingDate, acceptedAt, bodyStored, primaryDocument, indexUrl, and `filingId`. HOW TO READ A DOCUMENT: if it has an `exhibitId`, call get_exhibit_content with that id; for the whole submission text call get_filing_document with `filingId`. `exhibitId: null` means the document has no readable text row here (XML/XBRL/graphics, or text not held) — open its `secUrl`. When `readableIdsResolved` is false the id lookup failed and exhibitId is omitted (not "none"); get_filing_exhibits(filingId) lists them. `stored: false` means Signal8 holds the filing record but not that document's body — it exists on EDGAR at `secUrl`. A filing not held in the archive returns a not-found error; its documents are still on EDGAR. Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL.

List the readable exhibits (individual documents with stored text) within an SEC filing, by internal filing ID. Returns each exhibit's `id`, exhibit type, description, content size and sec_url. Use the `id` with get_exhibit_content. Excludes XML/XBRL. For the COMPLETE document list of a filing by accession number (including files with no stored text), use get_filing_documents.

Parsed, machine-readable data from an ownership or holdings filing, by accession number. `kind` says which: "ownership" (Form 3/4/5 and amendments) — issuer, reporting owners with relationship (director, officer title, 10% owner, or the filer's own "Other" text), and `parsed.transactions` (one row per transaction: table nonDerivative/derivative, securityTitle, transactionDate, code, acquiredDisposed A/D, shares, pricePerShare, sharesOwnedAfter, ownership D/I, and for derivatives exercisePrice, exerciseDate, expirationDate, underlyingTitle, underlyingShares); "thirteen_f" (13F-HR) — period, holdings with cusip, issuer, shares/principal, put/call, discretion and voting; "schedule13" (XML SCHEDULE 13D/G, filed 2025 onward) — reporting persons, percent of class, items. 13F VALUES: `valueThousands` is the raw filed number; the SEC changed its unit from thousands of dollars to whole dollars for filings on/after 2023-01-03, so use `valueUsd` / `totalMarketValueUsd` (normalised to dollars; null when the unit cannot be determined) and `valueUnit`. Holdings are capped at holdingsLimit (default 200) — `holdingsTotal` is the full count and `holdingsTruncated` says whether rows were cut. NULL MEANS NOT STATED IN THE FILING, never zero (e.g. a gift or grant with no price has pricePerShare null; Form 4 `directShares` is null on a derivative-only filing). `parsed.transactions` ABSENT (not empty) means the transaction table could not be read — the totals still apply. `parsed: null` on a 13F means the filing has no information table (e.g. 13F-NT), not zero holdings. Unsupported forms, pre-2025 Schedule 13D/G (not XML), and filings not in the archive return a not-found error whose `details.reason` says which — read those with get_filing_document instead. Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL.

Get income statement, balance sheet, and cash flow data for a company. Supports annual, quarterly, and trailing-twelve-month views. Use when analyzing revenue, profitability, debt, or cash position.

Get float data for a company: floatShares, floatDefinition, as-of date, and — when the headline float is WITHHELD — the bounds and labelled stand-ins that replace it. Use when analyzing share supply. The share count the float was judged against (`basisSharesOutstanding`) is DATED: `sharesOutstandingAsOf` + `sharesOutstandingAsOfKind` ("stated" / "checked" / "none" = date not recorded) and a vendor-free `sharesOutstandingSource`; never present the count without its date. CARDINAL RULE: null / absent / withheld means NOT MEASURED — never "no float", never "no restricted shares", never zero. A numeric 0 is a MEASURED zero and passes a null check, so decide from the reason/marker field ("floatWithheldReason", "restrictedBlockCount", "provenance", "direction"), never from the value alone. IMPORTANT: check "floatDefinition" to know which float you are reading — "tradeable" (shares outstanding minus affiliates minus restricted/unregistered blocks: what can actually reach the tape; used on filing-derived dilution-snapshot tickers), "non_affiliate" (the SEC I.B.6 figure, which INCLUDES restricted shares held by non-affiliates — not what a trader means by float), "non_affiliate_estimate" (approximated from ownership filings), or "free_float" (vendor methodology). TODAY "floatDefinition" and "source" are only present on dilution-snapshot results: a vendor-sourced float arrives with neither (just floatShares, asOfDate, floatEstimated) because vendors are not named — read an ABSENT floatDefinition as "not a filing-derived tradeable float" and do not assume it is tradeable. On snapshot tickers "nonAffiliateFloatShares" carries the SEC I.B.6 figure separately — it is the ONLY correct input to baby-shelf / I.B.6 shelf-capacity math; never use the tradeable float there, and never present the non-affiliate figure as tradeable supply. floatShares:null with "floatWithheldReason" set ("restricted_blocks_unnetted" | "stated_figure_impossible" | "affiliate_basis_stale" | "affiliate_figure_declined" | "affiliate_unreconciled" | "share_count_unavailable" | "split_post_dates_basis" | "split_unconfirmed" | "snapshot_float_unconfirmed" | "refusal_evaluation_failed") means the figure was deliberately WITHHELD by the snapshot AND no lower tier could answer — do not substitute a vendor float of your own. Since 2026-09-29 a snapshot that withheld its float FALLS THROUGH: when a lower tier can answer, "source" names that tier (computed / sec-10k / a market-data vendor tier), "floatShares" is ITS figure under ITS definition, and "snapshotFloatWithheldReason" carries the snapshot's reason as context ("the filing-derived snapshot could not state a float; showing <source>"). Read that field as provenance, never as a second refusal. 🔴 SINCE 2026-10-03 THE SNAPSHOT FIGURE ALWAYS HEADLINES: when the snapshot carries ANY figure — "floatEstimate" (bound "point" / "ceiling" / "floor"), "tradeableFloatCeiling", or an "affiliateBasis" range — "floatShares" stays null and THAT figure is the answer. 🔴 RENDERING RULE (2026-10-18): print NO "~", "<=" or ">=" glyph. A "point" (or a "floatEstimate" carrying "statedAsOf" {asOf, source, events[]}, the issuer's own dated count) is printed as the PLAIN number followed by "as of <asOf>" and the caveat (the unsized later issuances in "statedAsOf.events"); a "ceiling" / "floor" / range is NOT a figure — write "float not stated (the filings put it at most / at least N; <reason>)" and never the bare number. A lower tier that also answered and passed the guard rides "otherSourceFloat" {floatShares, source, provenance:"other_source", floatDefinition, asOfDate} as a SECONDARY "other source" line — never the float, never arithmetic. A lower tier fills "floatShares" ONLY when the snapshot carries no figure at all. 🔴 SINCE 2026-10-04 A TRIVIAL CEILING IS NOT A FIGURE: a snapshot ceiling ("tradeableFloatCeiling", a "floatEstimate" with bound "ceiling", or an upper-only "affiliateBasis" range) at or above 99% of the share count says only "the float is at most every issued share" and is STRIPPED from the response (null), so the lower tier may headline under its own "source" with "snapshotFloatWithheldReason" as context (e.g. a vendor figure of 5.12M, not "<= 11.18M" on 11.18M shares). Floors and point estimates are never stripped. EXCEPT (2026-10-08): a "floatEstimate" with rung "affiliate_sizing_estimate" carries a "reason" built from the filings' itemised insiders (e.g. "no reported insider holdings (4 affiliates at zero); 1 unreported: <name> (CFO, since <date>)") and "unsizedAffiliates" [{holder, role, since}]; it is KEPT even at the share count because the reason is a finding — quote the reason with the figure, and never present it as floatShares. A "shares_outstanding_ceiling" whose "reason" states a declared affiliate floor ("the insider holdings the filings size total at least N shares") may likewise be served at the share count, but ONLY as the last resort when no lower tier answered or its answer was refused (2026-10-11). 🔴 SUPERSEDED LATER ON 2026-10-11: EVERY "shares_outstanding_ceiling" now carries a "reason" (the declared floor, or "the filings do not size the insider holdings, so none are deducted") and HEADLINES even at the share count — a vendor figure then rides "otherSourceFloat" only. A "floatEstimate" may also carry "qualifier" (a short label — quote it with the figure, e.g. "insider holdings not sized") and "offBasis" (an array): "pre_split_as_filed" = the figure is AS OF "asOf", BEFORE the split(s) in "splitsAfter" [{ratio, effectiveDate, status}], NOT restated across them; "ordinary_shares_unconverted" = in ORDINARY shares on an ADS whose ratio is unresolved, NOT ADSs; "count_predates_issuances" = struck from a dated filing-cover count ("countSource") with later issuances not counted. An "offBasis" figure is true ONLY with its label: never compare it with a price, a market cap, another float or a threshold, and never state it without the label. Since 2026-10-01 that fall-through is GUARDED: a lower-tier figure dated before a split the snapshot names, or outside the snapshot's own floor / ceiling / point estimate, or (since 2026-10-08) COUNTED before share issuances the snapshot records totalling at least 10% of it, is REFUSED and the withheld envelope is served with "fallbackRefusal" {reason: "fallback_predates_split" | "fallback_predates_issuance" | "fallback_outside_snapshot_bounds", refusedSource, detail} beside the snapshot's "floatWithheldReason". The refused figure is NOT in the response and must not be fetched from a vendor to fill the gap — the detail says why no lower tier is shown either. A snapshot that stated a float never carries it. A withheld result may carry up to four stand-ins, each labelled IN the object; NONE is a float and NONE may be fed to a market cap, a percent-of-float, a short-interest ratio, a screen, a sort or a comparison: (1) "tradeableFloatCeiling" is an UPPER BOUND — the tradeable float is AT MOST this; render it with "<=" and nothing else (null = no bound stateable, never 0). (2) "affiliateBasis.floatLowerBound" / "floatUpperBound" are a RANGE the float lies in — "between X and Y"; each end is null independently when not measurable, so state the ends that exist as inequalities. They bound the NON-AFFILIATE float, which still INCLUDES restricted shares held by non-affiliates — NOT the tradeable floatShares. This object also appears on PUBLISHED floats; there it is context, never a bound on floatShares (a "convention_conservative" tradeable figure can sit BELOW floatLowerBound because it also deducts the restricted shares the bound includes — that is not a contradiction). (3) "floatEstimate" is a BADGED ESTIMATE {shares, basis, direction, confidence}: "basis" is the itemised working (quote it), "direction" says which way it errs ("overstates" = the true float is at most shares; "understates" = at least; "unknown"), "confidence" describes the estimate, not a float. Since 2026-09-29 it is the SNAPSHOT FLOAT LADDER figure on any withheld snapshot ticker and may also carry "rung" ("non_affiliate_estimate" | "shares_outstanding_ceiling" | "rolled_forward_lower_bound" | "recital_rolled_forward_estimate" | "successor_exchange_estimate" | "affiliate_sizing_estimate" | "form4_rolled_forward_estimate" (2026-10-18: the ownership table's D&O floor rolled forward by the insiders' own Form 4/5 transactions since the table date) | "best_estimate" (2026-10-18, founder: EVERY covered ticker shows ONE float number — the last rung: the MOST LIKELY figure when every filing-derived rung withheld; "basisKind" says what it rests on: rolled_forward_itemised | issuer_recital | declared_floor | affiliates_only_blocks_overlap | pre_split_derived | unconfirmed_split_excluded | vendor_float (with "vendorSource" / "vendorStale") | shares_outstanding_less_sized_affiliates | shares_outstanding; "assumptions" itemises every unsized holder and how it was treated, and "reason" opens "Estimate:" — report it AS an estimate with its assumptions, never as a measurement) | "restricted_block_ceiling" — since 2026-10-18 a POINT: O/S less affiliates, less the restricted blocks the filings place outside them and the part of the unplaced blocks too large to fit inside them, labelled "excludes N unregistered shares (<holders>)" in "reason"), "bound" ("point" = X as of "asOf"; "ceiling" = AT MOST X, render "<= X"; "floor" = AT LEAST X, render ">= X" — both only on payloads minted before 2026-10-18: the ladder now serves ONE dated point or nothing) and "asOf"; a floor or ceiling is a BOUND, never a point value. "statedAsOf" (when present) dates the point at the issuer's last stated count and lists later issuances NOT in it; "staleness" flags a point older than 12 months or one a known issuance post-dates. null means no figure could be derived from the snapshot's structured fields. An estimate never becomes floatShares — present shares WITH basis and direction, never alone. Unrelated to the boolean "floatEstimated", which flags a published floatShares back-derived from a USD public-float disclosure. (4) "vendorFallback" is a third-party free-float figure {floatShares, provenance:"vendor", floatDefinition:"free_float", asOfDate, splitAdjusted} offered beside the withhold — NOT our number, NOT on the tradeable definition, already refused when our filings refute it. Present it as the vendor free float as of its own date, never in the "Float" slot. "restrictedShares":null means NOT MEASURED (a block exists whose size the filings do not state), NEVER zero; "restrictedBlockCount":0 is an answer, not an absence. "affiliateBasisStale" (with basisSpanDays/affiliateAnchorDate) labels a float whose affiliate table is materially older than its share count — the number itself is unchanged. "tradeableBasis":"convention_conservative" means the filings did not answer and a published convention resolved it — see "tradeableConvention" and do not present the figure as exact.

Get the POINT-IN-TIME float history for a company — one sample per trade date (float shares, shares outstanding, and the source the float came from). Use to answer "what was the float on date X" or to see float expand across a dilution event, which the latest-only get_float cannot show. IMPORTANT: this series is FORWARD-ONLY — it began accumulating in mid-2026 and is NOT backfilled, so early/absent history is expected and an empty rows array is a normal result, not an error or a delisted company. Each row carries "source" ("computed" | "sec_10k" or a market-data vendor tier) because float quality varies by provider — weigh rows accordingly rather than treating all sources as equal. Charged per your API tier.

Get historical OHLCV price candles for a stock. Supports daily, weekly, and monthly resolutions. Use period shorthand (1M, 3M, 6M, 1Y, 5Y, ALL) or explicit from/to UNIX timestamps. Default is 1 year of daily candles. Use this to compute price returns, chart price history, or analyze volume trends over time.

Detect cluster buying patterns for a company. Identifies periods where 3+ distinct insiders purchased shares within a 14-day window -- a strong bullish signal that often precedes positive corporate announcements or price appreciation.

Discover insider trading patterns across multiple companies. Unlike get_insiders which shows insider activity for a single ticker, this tool searches the entire universe to find insiders active across multiple companies, cluster buying patterns, and large transactions. Filter by insider name, transaction type, or date range. Cluster buying is computed only for purchases (transactionType P, the default). Useful for detecting coordinated insider activity, cross-company insider networks, and market-wide buying/selling trends.

Get current open insider positions for a CIK (either an insider or an issuer). If an issuer (company) CIK is supplied, returns all insiders' positions for that company. If an insider (reporting-person) CIK is supplied, returns that insider's open positions across all issuers they have filed Form 4 for. The response includes a `lookupMode` field (`"issuer"` or `"insider"`) indicating which interpretation matched. Derived from Form 4 filings.

Get per-insider position aggregates for a given ticker — which insiders hold positions in the stock and their aggregate cost/value. Derived from Form 4 filings. NOT LIFETIME: every figure covers only the Form 4 history Signal8 holds, which starts at the response's `coverageStart` date (also repeated on each row) — say "since <coverageStart>", never "lifetime" or "all-time". Each row carries `costBasisStatus`: `complete` (every share the history knows was bought inside coverage), `partial` (the holding predates coverage, so `weightedAvgCost` averages only in-coverage priced buys and is NOT the cost of the position), or `unknown` (the first in-coverage event was a sale, or there was no priced buy — `weightedAvgCost`/`costBasisTotal` are null, which means NOT MEASURED, never zero cost).

Get detailed insider transaction history for a company from Form 4 filings. Returns individual buy/sell transactions with insider name, title, shares, price, and transaction codes. Supports pagination for companies with extensive insider activity. Filter by year/month to narrow results, or use transactionCode to find only purchases (P), sales (S), etc. Useful for identifying "first insider buy since X" patterns. IMPORTANT: each row's sharesOwnedFollowing is the holding on THAT row's ownership line only (securityTitle + directOrIndirect + natureOfOwnership), NOT the insider's total position — insiders often report several lines. holdingsByInsider lists every line with its as-of filing; its sumOfReportedLines is not beneficial ownership (lines can be stale). Never compute a "% of position" from one row; use 13D/13G totals, or omit the percentage. A trade re-reported in a later filing is listed once.

Get insider trading discovery data for a company. Includes cluster buying detection, entity-centric insider model, and Form 4 cross-referencing. Shows insider transactions with buying/selling patterns that may signal upcoming corporate actions. Each insider includes a transactionBreakdown by SEC code (P=Purchase, S=Sale, F=Tax withholding, M=Exercise, G=Gift, A=Award), netSharesSold12m (code S only, excludes tax withholding), and isPrimarilyTaxWithholding flag to distinguish routine RSU vesting from discretionary selling. Supports pagination with limit/offset.

Get an institution's position changes over recent 13F periods by CIK. Reads the number of trailing periods to include.

Get an institution's reported PUT/CALL derivative positions by CIK (13F options), with pagination and sorting.

Get detailed information about a specific institutional investor by their SEC CIK number. Returns the institution name, total AUM, number of holdings, and filing history. Use get_institutions first to find the CIK for an institution.

Get the list of 13F filings for an institution by CIK, with pagination.

Get the full portfolio holdings for a specific institution by CIK. Returns all positions from their latest 13F filing with shares, value, and portfolio weight. Supports pagination for institutions with large portfolios.

Get sector allocation and top holdings analytics for an institution's portfolio by CIK.

Diff two quarterly 13F snapshots for an institution. Compares the latest filing against the prior quarter and returns per-position changes: new positions, increased, decreased, and exited. Sorted by |changePercent| descending so the biggest moves surface first. Much more efficient than calling get_institution_holdings twice and diffing client-side — the server computes everything in a single SQL query.

Discover top institutional holders across the entire company universe ranked by assets under management (AUM). Unlike get_ownership which shows institutions for a single company, this tool searches across all companies to find the largest institutional players. Optionally set a minimum AUM. Useful for identifying smart money flows and major institutional positioning trends.

Get institutional holders (13F filers) for a company. Returns institutions that hold positions in this stock based on SEC 13F filings, including shares held, portfolio weight, and filing dates. Useful for understanding institutional ownership concentration.

Two market-wide institution leaderboards in one call: topByAum (largest holders by assets under management, name-deduped) and mostActive (highest 13F position-change volume). No CIK required. For the full paginated AUM list use get_institution_top_aum.

Get intraday OHLCV candles at 1, 5, 15, 30, or 60-minute resolution. Use for intraday price action analysis, volume patterns, and short-term technical analysis. Returns open, high, low, close, and volume for each bar. Set extended=true (1-minute resolution only) to include premarket (04:00–09:30 ET) and after-hours (16:00–20:00 ET) bars.

Get one Signal8 Academy guide as Markdown, by track and slug (both come from search_learn_guides, or from a signal8.ai/learn/<track>/<slug> URL). Returns title, description, section, lastVerified, the public url, the full Markdown body (links already rewritten to absolute signal8.ai URLs), the related guides, the glossary terms it uses (with one-line definitions) and its SEC sources (accession numbers). Guides use hypothetical examples ("Company X") unless a source is cited; they are education, not advice about any named company. When you quote or paraphrase a guide, cite its url. Works without an API key.

Forward-looking legislative catalyst calendar: upcoming House/Senate floor votes (bills and Senate cloture motions) filtered to items that can move tickers. Each item includes the predicted vote window (start/end/granularity/confidence/provenance), marketRelevance (low/medium/high), significance (1-5), affected sectors with direction + mechanism, verified affected tickers with evidence quotes, pass outlook, considerationProcedure (suspension-calendar bills pass ~98% of the time), a conflictBadge when the sponsor traded a verified affected ticker, and tweet/plain summaries. An EMPTY calendar is a normal state — it means nothing market-relevant is scheduled in the window, not an error. Defaults: from=today, to=+14 days, minRelevance=low. IMPORTANT: affectedTickers contains VERIFIED rows only — every ticker carries a verbatim evidenceQuote substring-verified against the actual bill text (no hallucinated tickers). sponsorTradeFacts are restatements of public STOCK Act disclosures with verbatim amount brackets and BOTH transactionDate AND disclosureDate — always cite both dates together (disclosures lag trades by up to 45 days), and never present a fact as evidence of wrongdoing. Vote windows are predictions: check window.provenance for trust level ('uc_explicit' is exact; 'rule_xxii_computed' is a medium-confidence estimate) and window.granularity for how precise the window is (exact time vs day vs week).

Get market breadth aggregates (advance/decline counts and ratio, percent of constituents above their 50DMA and 200DMA, and counts of new 52-week highs/lows) for a chosen universe (sp500, ndx, or all). Use to add market-state context to commentary, tweets, or daily summaries.

Get computed market metrics for a company including volume averages, volatility, SMAs, and trend direction. Use when analyzing trading patterns or technical indicators beyond the basic quote.

Get the latest market-wide news across ALL tickers, most recent first. Every item is significance-classified at ingest (critical | major | standard); the default filter of critical,major is the "top stories" view. Use for "what is happening in the market right now" — for news about one company, use get_news with a ticker instead. Requires the /news/latest public endpoint (added 2026-07-29; 404 until that backend deploy).

Get recent news articles, press releases and AI-analysed SEC filings for a company. Use when researching recent developments, catalysts, or sentiment drivers. Filing rows (category "sec_filing") are event-bearing forms only (8-K, 6-K, 424B prospectus supplements, S-1/F-1, 10-K/10-Q/20-F, SC 13D, proxies, delisting notices; never Form 3/4/5, 13G or bank-note 424B2) and carry formType + accessionNumber; a filing that repeats a press release is omitted in favour of the release. For a small foreign issuer that files its news as 6-Ks, the filing IS the news. Set pressReleasesOnly to return only official company press releases (no filings).

Get unified ownership breakdown for a company combining Form 4 insider holdings, 13F institutional holdings, and 13D/13G activist positions. All entities are resolved across the three SEC form types into a single view with counterparty resolution. The allHolders array is paginated via limit/offset (default 100). Aggregate stats (institutional/insider/beneficial totals and percentages, plus the `retail` residual) are always included in full. `retail` is the UNATTRIBUTED residual: shares no filing accounts for, which includes recent offering buyers and acquisition holders who have not filed as well as retail investors — an upper bound on retail, never a retail count. When `retail.reason` is `filed_exceeds_outstanding` the residual is withheld (null) because the counted filings exceed the shares outstanding. 🔴 A bucket (`institutional` / `insider` / `beneficial`) whose shares exceed the shares outstanding by more than a 2% timing tolerance has its `percentOfOutstanding` WITHHELD — null, with `percentWithheldReason: "ownership_exceeds_outstanding"` — and its `totalShares` still published: the percent would not be a measurement (filings on another share basis such as ordinary shares against an ADS count, another class reported under this one, shares lent and reported by both lender and buyer, or filings dated before a buyback or redemption). Report the share figure and the reason; NEVER present such a bucket as 100%, as 0%, or as any percent. When any bucket is withheld, `retail.reason` is `ownership_exceeds_outstanding` and `filedSumPercent` is absent. A null percent with NO `percentWithheldReason` means no share count was available — not measured for a different reason. `sharesOutstanding` is the denominator of every percentage and is DATED: `sharesOutstandingAsOf` + `sharesOutstandingAsOfKind` ("stated" = the issuer's statement date; "checked" = when the figure was last confirmed against a vendor; "none" = date not recorded) and `sharesOutstandingSource` (a vendor-free label). Never present a count without its date. `beneficial.staleShares` / `stalePercentOfOutstanding` / `staleHolderCount` is a MEASURED SUBSET of the counted 5%+ total resting on 13D/G schedules >= 24 months old with no newer reaffirming filing by the same holder family — not a deduction; the total still includes it. A row's `reaffirmedBy` names the newer family filing; `staleFiling.ageMonths` marks a counted row with none. `stalePercentOfOutstanding: null` is not measurable (no share count), never zero.

List mirrored executive orders (policy events) from the Federal Register feed. Filter by signing-date range, affected sector, or free-text title query. Each event includes its Federal Register document number (externalId), title, signing date (eventDate), normalized affected sectors, full-text URL, and flaggedTradeCount — the number of official trades that occurred in an affected sector near the signing date. IMPORTANT: matches are sector-level co-occurrence — the official traded a stock in a sector the executive order affects, within a window of its signing date. Sector matches are broad and many trades will coincide with policy activity by chance; a match is a starting point for research, not evidence of foreknowledge. The matchBasis field describes match strength only ('sector' = broad sector match), never culpability, and matchCount shows how many EOs matched in the window (a noise indicator).

Rank politicians (Congress + executive branch) by trades that occurred near executive-order signings in sectors the orders affect. Each row includes the politician, flaggedTradeCount, totalEstimatedUsd, topSector, and an exampleEvent. Use for "who trades most around policy activity" style questions. Defaults to the same "traded 1-14 days before signing" lens as get_policy_trade_overlap; same-day trades are always excluded. IMPORTANT: matches are sector-level co-occurrence — the official traded a stock in a sector the executive order affects, within a window of its signing date. Sector matches are broad and many trades will coincide with policy activity by chance; a match is a starting point for research, not evidence of foreknowledge. The matchBasis field describes match strength only ('sector' = broad sector match), never culpability, and matchCount shows how many EOs matched in the window (a noise indicator).

For a single politician, list trades that occurred within a window of days before or after the signing of an executive order affecting the traded sector. Each row contains the trade, the nearestEvent, daysDelta (negative = traded N days before EO signing, positive = traded N days after), matchBasis, and matchCount, plus a summary (totalFlags, totalEstimatedUsd, topSector). Defaults to trades 1-14 days BEFORE signing; same-day trades are always excluded (intraday ordering is unknowable). Executive-branch (exec-) slugs return REAL data here: both congressional and executive trade sources feed the overlap computation. IMPORTANT: matches are sector-level co-occurrence — the official traded a stock in a sector the executive order affects, within a window of its signing date. Sector matches are broad and many trades will coincide with policy activity by chance; a match is a starting point for research, not evidence of foreknowledge. The matchBasis field describes match strength only ('sector' = broad sector match), never culpability, and matchCount shows how many EOs matched in the window (a noise indicator).

Which market SECTORS politicians have been trading in over a trailing window. Aggregates congressional + executive trades by sector and returns, per sector: trade count, total dollar volume, number of distinct politicians, and the top tickers. Use it to see where political trading activity is concentrating (e.g. "politicians piled into Energy this month"). Sort by count or dollar volume.

Get activity metrics for a politician broken down by period (30d, 90d, 1y, all-time). Includes buy/sell counts and values per period, most traded tickers (top 10), and transaction type breakdown. Useful for analyzing trading patterns over time.

Get committee assignments for a politician including committee name, chamber, role (Chair, Ranking Member, etc.), and subcommittee memberships. Use to correlate trading activity with committee oversight areas. Requires a politician slug (e.g. "sen-nancy-pelosi") -- use get_politicians first to find the slug.

Get the full profile for a politician including party, state, chamber, trade statistics, filing delay metrics, most traded sector, and their 10 most recent transactions. Use get_politicians first to find the slug (e.g. "sen-nancy-pelosi").

Per-DISCLOSURE feed of politician trades: one item per congressional STOCK Act periodic transaction report (PTR) or executive-branch OGE Form 278-T that contains at least one trade whose bracket LOWER bound is >= minAmount. Each item carries the politician, filing link, filing delay, and ALL trades of the report sorted largest bracket first, with qualifyingTradeCount for how many clear the threshold. Built for polling: pass the returned nextCursor back as `since` and each disclosure is returned exactly once (for the same minAmount and kinds); keep nextCursor even when items is empty, and call again at once when hasMore is true. Without `since` only disclosures that became complete in the last 48h are returned. A report is emitted only after no new row of it has arrived for a settle window (~8h), so items lag the filing by hours; a report that GROWS materially afterwards (+25 trades or +20%) is emitted once more with a higher `revision`, and `replacesPrevious: true` when you already had it — replace it by `id`. filingDelayDays (longest lag), isLateFiling (>45 days) and lateTradeCount EXCLUDE trades with transactionDateSuspect=true: a date lagging its own otherwise on-time report by ~one year is a probable mistyped year upstream, listed as filed and counted in suspectDateCount — never quote it as a filing lag. owner null means the filing did not state one ("Not stated"), NEVER "Self". Render amountRange (the filed bracket); amountMin null means the bracket was not parsed (never $0), amountMax null means "Over $50,000,000" or unparsed, ticker null means a non-equity asset.

Get a bundled donor summary for a single politician: cycle totals (raised, spent, cash-on-hand, debts), donor count, top 10 individual donors, and top 10 PAC donors — all in one response. This is the right tool for "who funds <politician>" or "biggest donors to <politician>" style questions. For the full paginated list, use get_politician_donors.

Get the paginated list of campaign donors (individuals and PACs) for a single politician across one election cycle. Returns donor name, amount, type, employer/occupation (individuals), and committee details (PACs). Use this when a user asks "who donated to <politician>" or wants the full donor list. For a quick top-10 + cycle totals overview, use get_politician_donor_summary instead.

Get STOCK Act late filing violations -- trades where the disclosure was filed more than 45 days after the transaction (a legal violation). Sorted by filing delay descending. Excludes trades whose transaction date is suspect (a probable mistyped year upstream: ~one year off the rest of its own on-time filing) -- their delay is not measured. owner null means not stated, never "Self". Useful for identifying politicians with poor disclosure compliance.

Get estimated realized + unrealized profit & loss for a politician. Methodology: each disclosed trade amount range is converted to an estimated share count using the stock's historical market price on the transaction date, then FIFO-matched on SHARES (realized = (sellPrice − buyPrice) × matched shares); open positions are marked to the current price for unrealized P&L. Works for Congress (sen-/rep-) AND executive branch (exec-) officials. Response includes a `totals` object (estimatedRealizedPnl, estimatedUnrealizedPnl, winRate, realizedTrades, tickersTraded) and a `byTicker[]` breakdown (estimatedShares, avgCostBasis, currentPrice, realizedPnl, unrealizedPnl, unrealizedPnlPercent) — byTicker open positions double as the estimated holdings. All figures are ESTIMATES (±25-40% from disclosure bracket width). Use get_politicians first to find the slug.

Get recent STOCK Act trades across all politicians. Each trade includes the senator info, ticker, transaction type, amount, and filing delay. Filter by direction (buy/sell) and lookback period. Useful for monitoring current congressional trading activity.

Get committee leadership roles (Chair, Ranking Member, etc.) for a politician. Use get_politicians first to find the slug.

Top 5 and bottom 5 politicians (Congress + executive-branch officials) by ESTIMATED trading P&L over a trailing window (default and only supported window: 90 days), plus SPY's return over the same window as a benchmark, and imageUrl — a ready-to-attach 2160x2700 PNG card of the same ranking (null when unavailable; card.reason says why). ALL P&L FIGURES ARE ESTIMATES (estimate: true, estimateRange "±25–40%"): disclosed amount RANGES are converted to shares at the historical close, FIFO-matched, and open positions marked to the latest quote. State that they are estimates whenever you publish them; the card already prints "Estimates from disclosed amount ranges (±25–40%). Not investment advice." WHAT THE METRIC IS (read `metric`): P&L on trades DISCLOSED INSIDE the window only — realized on round trips opened and closed in the window plus unrealized on positions opened in the window. It is NOT lifetime P&L; sales of positions bought before the window are not counted. Eligibility: at least 5 trades in the window (eligibility.minTradesInWindow), so a single lucky trade cannot top the board. Each row: slug, fullTitle ("Senator", "Representative", or an executive official's filed title), fullName, displayName, party and state as full words, estimatedPnl, winRate (0-1; null = no position closed in the window — not measured, never 0%), tradesInWindow, unrealizedMeasured, and portraitUrl (always null for executive officials). Use the full title and full party/state words — never "Sen." or "D-CA". benchmark.available false means SPY was NOT measured (benchmark.reason) — never 0%. available false with reason "pending" means the window has not been computed yet, not that nobody traded.

Get paginated trade history for a specific politician. Returns individual STOCK Act disclosures with ticker, transaction type, amount range, filing delay, and late filing flag. Includes a summary with total buys/sells and net value.

Get voting records for a politician by slug. Returns congressional votes with bill info, position (Yea/Nay/Not Voting), and result. Useful for assessing alignment between a politician's votes and their trading positions. Requires Bioguide ID resolution.

List and search congressional politicians who have STOCK Act trading disclosures. Filter by party (D/R/I), state, or search by name. Returns paginated results with trade counts, last trade date, and net buy/sell direction over the trailing 12 months.

Discover the most active congressional traders ranked by trade count within a lookback period. Returns each politician with trade count, tickers traded, buy/sell values, and top tickers. Useful for identifying the most prolific political traders.

Rank politicians (Congress + executive branch) by estimated trading P&L across the universe. Sort by total P&L, win rate, or traded volume. P&L uses price-adjusted share estimation: disclosed amount ranges → estimated shares via historical price → FIFO on shares → open positions marked to current price. Figures are ESTIMATES (±25-40% from disclosure bracket width).

Get stocks that moved significantly after earnings reports on a given date. Returns pre-computed price changes with earnings surprise data in a single call — no need to chain get_earnings_calendar + get_historical_prices + get_quote per ticker. Includes preEarningsClose, currentPrice, changePct, EPS/revenue actuals vs estimates, and surprise percentages. Filter by minimum absolute % change threshold.

Historical MARKET-WIDE premarket scan for a single PAST trade date. For the requested ET date, returns every ticker with that day's premarket (default) session volume and its relative volume (RVOL) vs the trailing 30-day same-session baseline — the SAME RVOL math as get_rvol_history, but across the whole market for one date instead of one ticker across many dates. Filter by RVOL, market cap, price, and float to backtest screens like "sub-$500M tickers with premarket RVOL > 5 on 2026-07-20" in one call. Rows are ranked by RVOL descending. A future or non-trading date returns an empty list with an explanatory reason (not an error). Every row also reports "baselineState" (why its RVOL is or is not null), "advRatio" (volume ÷ trailing 30-session average FULL-DAY volume) and "advDays"; set includeNoHistory=true to surface high-volume tickers that have no computable RVOL at all, such as first-session new listings. Each row ALSO publishes the RVOL denominator itself as "baselineVolume" (shares) plus a "baselineThin" flag (true when that denominator is under 200 shares): a 90x RVOL off a 1-share baseline is arithmetically correct and analytically worthless. That is almost entirely an asOfTime-basis effect (0.1% of full-session rows vs ~38% at the 04:30 cutoff, falling to ~9% by 09:15) and it skews to LIQUID LARGE CAPS that simply do not trade early, NOT to microcaps. Screen it out with minBaselineVolume and/or minSessionVolume. The response "meta" also reports asOfApplied / asOfIgnored / asOfIgnoredReason, so a time-of-day request that could not be honoured is visible instead of quietly returning full-session numbers. A price / market-cap / float filter can only be applied to a ticker company_screener_data holds a value for, so a just-renamed or just-listed symbol cannot be rated against it. Those rows are NEVER silently dropped: "meta.unscreened" always reports their count, the filter families involved and the tickers, and includeUnscreened=true returns them in "rows" tagged with "unscreenedFilters". Treat that tag as NOT MEASURED — the value is unknown, not out of range. Charged per your API tier.

Get the live premarket scanner board — the top premarket gainers and losers by absolute gap %, each row enriched with rvol, marketCap, floatShares (the measured POINT float, null on a withheld dilution-snapshot row — such a row then carries "floatEstimate" {shares, bound: "point" | "ceiling" | "floor", basis}. RENDERING (2026-10-18): a "point" is printed as the plain number with its as-of and caveat; a "ceiling" / "floor" is a BOUND, not a figure — say "float not stated (at most / at least N)" and never the bare number, never a "~" / "<=" / ">=" glyph, never arithmetic; neither present = not measured, never 0. The low-float board admits on that figure's VALUE: an 8M ceiling is in, a 26M floor or a 27M estimate is out), short interest, dilution, and news/catalyst flags. Listing-compliance data (row "compliance", the compliance/split badges, "reverseSplitSignal", "deficiencySignal") is Signal8 Pro: for any other caller "compliance" is null with "complianceWithheld": "pro_required" — WITHHELD, which is not "not measured" and never "no deficiency". Off-hours it falls back to the last session. Use for premarket small-cap runner discovery. Set includePennyStocks=true to include sub-$1 names (separate cache slot). During the 04:00–09:30 ET premarket window rows also carry two LIVE volume metrics off the same live cumulative-volume numerator — they are DIFFERENT quantities and must not be substituted for each other or for "rvol": "liveRvol" = live cumulative premarket volume ÷ the trailing 30-session average cumulative volume AT THE SAME TIME OF MORNING (answers "is it busy for 08:00?"), with "liveRvolAsOf" giving the 15-minute ET grid cutoff that baseline came from — compare it to meta.asOf (when the live volume was sampled) to judge the small numerator/denominator time skew; and "premarketPaceRatio" = the same live volume ÷ the trailing 30-session average FULL premarket session (answers "what fraction of a typical entire premarket has it already done?", >1.0 = it already beat a normal premarket before the open). Both are null outside the premarket window or until the baseline is warm — never a fabricated ratio. Set universe="lowfloat" for the separate LOW-FLOAT board (float under 10M shares, no top-100 slice) instead of the default movers-derived board; that board is served from the aggregator snapshot and returns an empty rows array with a meta.reason when no snapshot is currently published (a normal off-hours state, not an error). Charged per your API tier.

Get analyst price target data for a ticker. By default returns the consensus / split-adjusted average price target. Set list=true to return the full per-analyst list of individual price targets instead.

Get the current stock quote for a company including price, volume, change, market cap, and other real-time market data. Use this when a user asks about a stock's current price or trading activity. Always includes halted/haltCode/haltReason/haltedAt/resumptionAt trading-halt fields (false/null when trading normally); a halted ticker returns the last-known quote instead of an error, or currentPrice:null + halted:true when nothing is recoverable. marketCap is the live price × the SEC-derived share count; when that count is unavailable it is null with marketCapWithheldReason set — NOT MEASURED, never "no market cap" and never $0. The count itself rides as `sharesOutstanding` with `sharesOutstandingAsOf` + `sharesOutstandingAsOfKind` ("stated" = the issuer's statement date; "checked" = when it was last confirmed against a vendor; "none" = date not recorded) and a vendor-free `sharesOutstandingSource` — quote the date with the count. When no MEASURED count exists, `sharesOutstanding` and `marketCap` are a BEST ESTIMATE (the newest dated filed or reference count, moved onto today's split basis): `sharesOutstandingEstimated: true`, `sharesOutstandingEstimateKind` ("stated_as_of" = the ISSUER's last stated count, a dated point; the filings record later issuances LISTED in `statedAsOf.events`, not added — "at_least" is the retired name of the same state) and `marketCapEstimated: true` with `marketCapAsOf` (the count's date). Render a stated_as_of count WITH its date and its events ("2,357,498 as of 2026-10-08 · plus an offering closed 2026-10-09 whose share count is not stated"); never as a bound, never as today's count.

Get recent congressional roll-call votes across all members, sourced from GovTrack (both chambers as available — currently Senate-heavy). Each vote includes member, bill info, position, and result.

Recent material 8-K filings (last 7 days) for the constituents of an index universe. By default returns the high-signal 8-K item codes (material agreements, M&A, executive changes, restructurings, etc.); pass `items` to filter to specific 8-K item codes. Choose the universe with `universe`.

Get OTC-to-exchange uplistings that FINRA recorded on a given US market day, for companies under a market-cap ceiling. Each row carries the old OTC symbol, the resolved new exchange symbol (or null), a confirmed flag, the destination venue (NASDAQ / NYSE / NYSE American / ARCA), company name, effective date, market cap and float in SHARES. 🔴 THIS IS A SAME-DAY READ AND THERE IS NO FORWARD-LOOKING VERSION. FINRA records an uplisting at roughly 01:45 ET ON the day it becomes effective, and the source table has no scheduled/announced column at all. So there is nothing to publish the night before, and dayOffset exists for catch-up reads of past days, NOT for forecasting — a positive offset returns nothing. Never frame these as upcoming, tomorrow, or expected; they have already happened. 🔴 newSymbol: null IS A FIRST-CLASS PUBLISHED STATE, NOT A MISSING FIELD. FINRA's row names only the OLD OTC symbol; the new ticker is resolved by company-name match against Nasdaq SymDir and sometimes cannot be resolved. A guessed or wrong ticker would name a company that did not uplist, so an unresolved row is published naming the OLD symbol and saying the new one was not resolved. DO NOT infer, guess, look up, or fill in a null newSymbol, and do not drop the row. confirmed: false means the symbol resolution is PROVISIONAL — render it as provisional, keep it out of any headline, and do not assert the new ticker as fact. Only confirmed: true is a confirmed resolution. 🔴 capUnknownCount IS A WITHHOLDING COUNT, NOT A ZERO — rows that cleared every other filter but have NO measured market cap, so they cannot be asserted to sit under the stated ceiling. It does not mean those companies have no cap. Disclose the count if you publish a cap-bracketed framing. AN EMPTY uplistings ARRAY IS THE NORMAL, EXPECTED RESULT ON MOST DAYS — uplistings run roughly 6.6 per month across ALL market caps, so the large majority of days genuinely have none. It is NOT an error, NOT an outage, and NOT evidence that uplisting activity has stopped. Publish nothing rather than publishing an empty-list framing.

Get the most recently introduced bills across all congressional sponsors. Each bill includes the sponsor block (bioguideId, fullName, party, state, politicianSlug) so persona agents can link directly to the sponsor detail page. politicianSlug is null when the sponsor is no longer in the active roster (typically ex-members). Requires CONGRESS_API_KEY on the backend.

Get the per-day relative-volume (RVOL) time series for a ticker, bucketed by trading session (premarket 04:00–09:30 ET, regular 09:30–16:00, afterhours 16:00–20:00, or all four). Each day's RVOL compares that session's volume to a trailing same-session baseline (30 trading days by default — configurable via "baselineDays"), so premarket volume is judged against premarket history (not a stale full-day figure). Use for spotting unusual premarket / session volume surges over the last N days. Each point also carries "baselineState" — "ready" (rvol is populated), "warming" (baseline not yet warm), "no-cutoff-history" (established ticker that never traded at this session/cutoff before) or "no-history" (new listing, no prior trading history at all) — so a null rvol is explained rather than silent. Points additionally carry "advRatio" (that day's volume ÷ the trailing 30-session average FULL-DAY volume, null when no full-day denominator exists) and "advDays" (its sample size), which give a magnitude to points RVOL cannot rate. advRatio is NOT an RVOL — it compares a partial session to a whole day, so it is typically well under 1 and must not be compared to rvol. Charged per your API tier.

Reverse lookup — find which politicians recently traded a given TICKER. Returns recent STOCK Act disclosures for that symbol with politician info, transaction type, and amount.

Get short interest data for a company including short volume, short ratio, days to cover, and short percent of float. Use when analyzing bearish sentiment or potential short squeeze setups. 🔴 "shortInterestPercent" null ALWAYS carries "shortInterestPercentReason" (since 2026-10-04): "float_not_point" = the float on record is a snapshot BOUND or ESTIMATE (<= / >= / ~), and a percent-of-float is never struck off a bound — do NOT divide "shortInterest" by a ceiling, floor or estimate from get_float yourself; "float_unavailable" = no float of any kind on record; "short_pct_of_float_unreconciled" = a point float existed but the ratio was implausible or the split basis could not be resolved; "float_class_scope_mismatch" = the float on record POOLS more than one separately listed share class (e.g. Class A + Class D) while short interest is reported for this symbol's class only — do NOT divide "shortInterest" by get_float's figure yourself for that ticker. A null percent is NOT MEASURED, never 0%.

Get stock split history for a company including forward and reverse splits with dates, ratios, type classification, and cumulative 2-year reverse split ratio. Relevant for NASDAQ/NYSE minimum bid-price compliance (1:250 cumulative reverse-split cap). IMPORTANT: `cumulativeReverseSplitRatio2yr` is null when it CANNOT BE STATED, which is NOT the same as no reverse splits — read `cumulativeWithheldReason` to tell them apart. `unconfirmed_splits_in_window` means at least one in-window reverse split is evidenced by only one source, so no cumulative is defensible: the confirmed splits alone would understate it, and understating a cumulative can put an issuer that breaches the 1:250 cap under it. Each row also carries `confirmed`; a `confirmed: false` split appears only in the announcement calendar, which retains every announcement and retracts none, so it is usually an amended or superseded announcement and occasionally a real split the effected-splits ledger missed. Both are returned. `ratioDisplay` and `type` are likewise null for a ratio whose exact factor cannot be determined.

Get percentage price changes for a stock across multiple timeframes: 1D, 5D, 1M, 3M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, and MAX. Use this for quick "how much is it up/down" answers without fetching full candle data.

Top stock movers — gainers (largest % up), losers (largest % down), or active (highest volume). Optional session window (premarket / regular / afterhours; regular default; not supported for active). Optional date (YYYY-MM-DD) returns a PAST trade date's gainers/losers on a historical daily close-to-close basis (computed from split-adjusted daily bars, NOT intraday) — session is rejected when date is set, date is not supported for direction=active, and a non-trade date (weekend/holiday) returns an empty list (not an error). Penny-stock artifacts are filtered by default — set includePennyStocks to include sub-$1 movers.

List currently-active trading halts across NASDAQ/NYSE/AMEX (from the consolidated Nasdaq Trader halt feed). Each halt includes ticker, market, haltCode (T1/T2/T12/LUDP/H10/...), human-readable reason, haltedAt, and the scheduled resumptionAt when one is set. An EMPTY list is a normal state (no active halts right now), not an error. Halts are tradeable catalysts — use this to discover halted names, then get_quote for the frozen last price.

Get reverse stock splits SCHEDULED to take effect within a day-offset window of the current US market day, for companies under a market-cap ceiling. Offsets are days from today on the US market calendar: fromOffset=1, toOffset=1 is tomorrow; fromOffset=1, toOffset=7 is the week ahead. Each row carries the ticker, company name, the exact vendor integers (splitFrom/splitTo), a pre-rendered ratio ("1-for-20"), the effective date, market cap, float in SHARES, and price. floatShares is on the SAME split basis as the market cap. floatBasis says what it is: "measured", or "estimate" / "estimate_rebased" (the float ladder's point estimate, moved across this split when it predates it) — present an estimate as an estimate. 🔴 floatShares: null MEANS NOT MEASURED OR WITHHELD — never zero, never "no float". Such rows ARE included (they have a valid market cap); floatWithheldReason says why. Do not substitute a float from another source. floatUnknownCount counts those null-float rows IN the list; it is not a withholding count (withheldCount is). price is on the SAME split basis as the market cap (null when it cannot be stated on one basis), so never pair it with a pre-split price from elsewhere. WHAT THIS IS: rows are splits scheduled AS OF NOW — not a guarantee that every split effective in the window is already known. The underlying stock_splits table has NO created_at column, so there is no way to measure when a row first appeared, and a split announced later will simply be missing. Describe results as "scheduled as of now", NEVER as "all of" or "every" reverse split. A scheduled split can also be postponed or cancelled after it is announced. 🔴 capUnknownCount IS A WITHHOLDING COUNT, NOT A ZERO. It counts rows that passed every other filter and were DELIBERATELY EXCLUDED because Signal8 has no measured market cap for them — typically real OTC microcaps. It does NOT mean those companies have no dilution, no split, or no cap; it means the cap was not measured, so they cannot be asserted to sit under the stated ceiling. If you publish a "under $Xm" framing and capUnknownCount is above zero, say that N further companies were withheld for unmeasured market cap — do not present the list as complete and do not describe the withheld rows at all. Funds, ETFs and sub-1.5x fractional ratio adjustments are already removed server-side; do not re-filter or re-derive the ratio. AN EMPTY splits ARRAY IS A NORMAL, COMMON RESULT — most single weekdays have no sub-cap reverse split scheduled at all. It is NOT an error, NOT a failure, and NOT evidence that reverse-split activity has stopped. Publish nothing rather than publishing an empty-list framing.

Get volume distribution across price levels for a single trading day. Returns price buckets with volume, Point of Control (highest volume level), and Value Area (price range containing 70% of volume). Use for identifying support/resistance and high-volume price nodes.

Look up a filing or exhibit by its SEC accession number. Supports both dashed format (e.g., "0001193125-22-010026") and compact 18-digit format. Returns filing metadata including company name, form type, filing date, exhibit count and `filingId` (for get_filing_document / get_filing_exhibits). If the filing is held in Signal8's archive (isInDatabase: true) its content can be read here; if it is only found on SEC EDGAR the response has isInDatabase: false and basic metadata only. For the full document list use get_filing_documents.

Since 2026-10-03 the float column ALWAYS carries the dilution snapshot's own figure when the snapshot has one: "float" is the measured POINT float (null on a withheld snapshot row), and such a row then carries "floatEstimate" (shares) + "floatEstimateBound" ("point" / "ceiling" / "floor") + "floatEstimateBasis" (the working). RENDERING (2026-10-18): a "point" is the plain number with its basis as the caveat; a "ceiling" / "floor" is a BOUND, not a figure — write "float not stated (at most / at least 7,953,957)", never the bare number and never a "~" / "<=" / ">=" glyph. minFloat / maxFloat and the computed_float sort compare the figure's VALUE (COALESCE of the two), so a bounded row is kept; a row with neither is NOT MEASURED, never 0. 🔴 Never feed floatEstimate into a market cap, a percent-of-float or a short-interest ratio — a bound is not a point. Screen companies by price range, volume, cash runway, float, shares outstanding (each row's `shares_outstanding` is DATED by `sharesOutstandingAsOf` + `sharesOutstandingAsOfKind` (stated / checked / none = date not recorded) and a vendor-free `sharesOutstandingSource`; never present the count without its date), market cap, industry, listing exchange (NASDAQ/NYSE/AMEX), listing market (market="otc" / "exchange" — the reliable OTC test; the exchange label is inconsistent on OTC rows), float data source, TTM dividend yield and snapshot cash (minCash / maxCash). CASH RUNWAY: a null cash_runway_months carries cashRunwayReason saying why. "estimate_would_be_negative" means the last cash figure rolled forward by the burn rate is below zero today — ESTIMATED exhausted, not a reported zero balance (cashRunwayAsOf is the cash figure's date). Such rows have no months, so maxCashRunway drops them unless includeRunwayExhausted=true. Any other reason, or a null reason, is NOT a runway claim. CASH: estimatedCurrentCash (with estimatedCashAsOf) is the dilution snapshot's cash PROJECTION in USD, present only for snapshot-covered companies — null means NOT MEASURED, never "no cash", and minCash / maxCash can only return covered companies. A company whose filings report cash in another currency has a null estimatedCurrentCash (no FX conversion) and is never matched by minCash / maxCash; its cash_runway_months is still published. Each row also carries listingMarket ("exchange" / "otc", null = unknown). Each row carries dividendYield (trailing-twelve-month cash dividends with an ex-date in the last 365 days / current price, in percent), nextExDate and lastExDate — null means NOT MEASURED or not a payer, never 0%. Sort results by any sortable column. Returns matching companies with key metrics and pagination. Each row carries live trading-halt status (halted/haltCode/haltedAt; false/null when trading normally); pass excludeHalted=true to drop currently-halted tickers from the results.

Find companies with imminent capital raise needs based on estimated cash runway. Defaults to companies with less than 6 months of cash remaining, sorted by urgency (lowest runway first). Useful for identifying distressed companies, imminent dilution situations, or potential financing catalysts. Runway is estimated from current burn rate. Companies whose ESTIMATED cash is already exhausted are included by default and listed first: they carry cash_runway_months null with cashRunwayReason "estimate_would_be_negative" (the last cash figure, dated cashRunwayAsOf, rolled forward by the burn rate is below zero today). That is an estimate from a dated balance, never a reported zero balance — say "estimated exhausted as of today, last cash figure <cashRunwayAsOf>", not "has no cash". Rows also carry estimatedCurrentCash / estimatedCashAsOf (dilution-snapshot cash projection; null = not measured) and listingMarket.

Screen SEC filings across all companies with company-level filters (sector, industry, market cap, exchange) combined with filing-level filters (form type, date range). Returns filings enriched with company metadata: ticker, sector, industry, exchange, market cap, and price. Use this to answer questions like "find all S-1 filings from biotech companies under $500M market cap" or "show me recent 8-K filings from Technology sector companies". This is the most powerful filing DISCOVERY tool for filings — use search_sec_filings only when you already know the specific CIK. This tool returns FILINGS, not a company universe: to enumerate or COUNT companies by market cap / price / float (e.g. "find all companies under $300M market cap"), use screen_companies instead — it supports minMarketCapComputed / maxMarketCapComputed and returns a real total COUNT. Searches only the 500 largest matching companies by market cap (narrow the filters to reach smaller ones); for float, price, company-type, foreign-issuer or recent-IPO filters, full-text queries, or 8-K item codes, use search_sec_filings with its company filters. Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL.

Analyze stock price performance after SEC filings. Returns individual filing records with pre-computed price returns at +1 day, +3 days, +7 days, and +30 days after the filing date, plus aggregate statistics (average, median, % negative, best, worst) across all matching filings. Combine company-level filters (sector, industry, market cap, exchange) with filing filters (form type, date range). Use this to answer questions like "how do biotech stocks perform after S-1 filings?" or "what is the average 7-day return after 8-K filings from companies under $500M market cap?".

Search clinical trials market-wide (cross-company). Distinct from get_clinical_trials, which is scoped to a single ticker. Filter by phase, indication, sponsor, status, and date window; sort and paginate the results.

Search for companies by name or ticker symbol in the Signal8 database. Returns matching companies with their ticker, name, CIK, and exchange. Use this as the first step to find a company before calling other tools.

Full-text search across SEC filing content that returns the MATCHING PASSAGE: one match per filing, each with the exhibit it was found in (`exhibit_id`, `exhibit_type`) and the snippet with context. Query syntax: unquoted words must ALL appear (any order, any distance); "quoted phrase" = exact wording; OR between alternatives (merger OR acquisition); -word or -"phrase" to exclude; w1 NEAR/10 w2 (also NEAR(10), or bare NEAR = within 10) = words close together; word* = prefix of 4+ letters (dilut* matches dilution, dilutive); $AAPL or a capitalised ticker scopes to that company; a form code (8-K, 10-Q, S-1), "item 5.02" / "8-K 1.05" and a bare year (2024) scope to that form / 8-K item / year. Unquoted words match anywhere in the filing, so quote multi-word phrases. When the archive states how it read the query it is in meta.understanding. Best for locating specific clauses ("change of control", "anti-dilution", "right of first refusal") and for getting the excerpt for a known filing (pass accessionNumber or filingId). Use search_sec_filings with `q` instead when you need filing-level paging (cursor), totals, date ranges, 8-K item codes, excluded forms, or company filters. Optionally filter by company (CIK), filing, accession number, or form type, restrict matching to sections (section=risk_factors, mdna, ex99 …; confirmed by meta.sections, otherwise meta.unsupported says the whole filing was searched) and filter by exhibit type (exhibitTypes=EX-10). Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL.

Search institutional investors (13F filers) by name. Returns matching institutions with CIK, name, AUM, holdings count, and latest filing period. Use this to find a specific fund or investment manager when you know part of their name (e.g., "Vanguard", "BlackRock", "Citadel"). Results are ranked by AUM descending.

Search the free Signal8 Academy (signal8.ai/learn) — plain-English guides that explain dilution (ATMs, warrants, convertibles, baby shelf, cash runway), how to read SEC filings (8-K items, Form 4 codes, 13D/13G, 424B5, S-1/S-3), market structure (halts, short interest, float, reverse splits, STOCK Act disclosures) and how to use Signal8. Returns matching guides with title, description, track, section, reading time, lastVerified date, the public url and the signal8:// resource uri — no bodies; call get_learn_guide for the full Markdown. Keyword match: every query word must appear somewhere in the guide; title hits rank highest. An empty query lists every guide (optionally one track) in reading order. Use this to ground an explanation of a concept the user asked about, or to cite a guide alongside data from the dilution / filing tools. Works without an API key. An empty result means no guide matched the words given — try fewer or broader words (e.g. "warrant" rather than "warrant inducement repricing") — not that the topic is unimportant.

Search and list SEC filings by company (CIK), form type, date range, 8-K item codes and excluded forms, optionally with a full-text query over filing bodies, and optionally by COMPANY FACTS (market cap, float, price, sector, industry, exchange, company type, foreign issuer, recent IPO). Returns rows with `id` (the filingId for get_filing_document / get_filing_exhibits), cik, company_name, accession_number, form_type, filing_date, acceptedAt, primaryDocument, bodyStored and itemNumbers, plus `pagination` with `total`, `totalRelation` ("eq" exact; "gte" a lower bound when the count was cut at 10,000 — then `totalEstimate`, when present, is "about N"), `hasMore` and `nextCursor`. With `q`, unfiltered rows also carry `rank` and a `snippet`. Coverage: Signal8's archive of SEC EDGAR filings in the archive's held range (see `archiveFrom` in each response; currently from late 2021, expanding back to 2016 as the history backfill fills in), updated through the day. The archive only holds filings from its `archiveFrom` date; before that it holds only a scatter (well under 1% of most years), so ABSENCE BEFORE archiveFrom IS NOT EVIDENCE a filing was never filed — check SEC EDGAR for earlier periods. Some rows are record-only (bodyStored: false — metadata from the EDGAR index with no document body), so their text cannot be read here; open them at their sec.gov URL. Full-text `q`: Query syntax: unquoted words must ALL appear (any order, any distance); "quoted phrase" = exact wording; OR between alternatives (merger OR acquisition); -word or -"phrase" to exclude; w1 NEAR/10 w2 (also NEAR(10), or bare NEAR = within 10) = words close together; word* = prefix of 4+ letters (dilut* matches dilution, dilutive); $AAPL or a capitalised ticker scopes to that company; a form code (8-K, 10-Q, S-1), "item 5.02" / "8-K 1.05" and a bare year (2024) scope to that form / 8-K item / year. The archive's reading of the query (tickers/companies, forms, items, years, synonym expansions such as buyback → share repurchase) is returned in `meta.understanding` when stated; pass understand=false to search the words literally. Pass facets=true for `facets` — counts of matching filings per form type, per year and per 8-K item over the WHOLE result set (absent when not measured, e.g. on the Postgres engine — never read absence as zero). With sort=relevance, page 1 shows at most a few filings per company; meta.diversity { maxPerCompany, hidden: [{cik, count}] } names who has more — page on with nextCursor (not page) or filter by that CIK. SECTION SEARCH: section=risk_factors (or mdna, business, ex99 for press releases, item_5_02, …) restricts matching to those sections; rows then carry matchedSections and meta.sections confirms it — if meta.unsupported names section instead, the whole filing was searched. exhibitTypes=EX-10 keeps filings with a material contract (EX-99.1 press release, EX-97 clawback, …); facets=true adds facets.sections / facets.exhibitTypes when measured. An empty text result is only definitive when the response's `searchIndex.complete` is true — otherwise `notes` says the index has not confirmed full coverage of the range. Every response carries `archiveFrom` and `rangeStartsBeforeArchive`: a range with no dateFrom, or starting before archiveFrom, is NEVER definitive (`searchIndex.complete: false`, `reason: "outside_held_range"`, `heldFrom`) and `notes` says so — report "the archive only holds filings from <archiveFrom>; absence before that is not evidence", never "no such filing exists". Pass a dateFrom on or after archiveFrom for a definitive empty answer. The `ciks` filter matches the filing's own CIK: an insider Form 4 filed under the reporting owner's CIK is NOT returned for the issuer's CIK. COMPANY FILTERS (any of minMarketCap … recentIpo) are served from the archive only, using Signal8's company data: (1) only issuer-filed forms are searched (10-K, 10-Q, 8-K, S-1, S-3, 424B*, DEF 14A, 20-F, 6-K, …); third-party forms such as Form 4, 144 and SCHEDULE 13D/G are dropped and listed in `companyFilter.droppedForms` — unless `companyFilter.subjectMatch` is true, in which case they ARE searched, matched by the company they are about — and with no formTypes the default is 10-K, 10-Q, 8-K, S-1, S-3, DEF 14A, 20-F, 40-F, 6-K; (2) companies with no measured value for a filter are EXCLUDED, never assumed, and `companyFilter.unknown` counts them per filter; (3) unknown values (e.g. a misspelt sector) are a 400 that lists the allowed names; (4) when the archive cannot answer (e.g. a date range it does not fully hold yet) the call FAILS with code COMPANY_FILTER_NOT_APPLIED and a reason — it never returns unfiltered rows; (5) results are cursor-paged (use nextCursor, not page) and cannot be combined with acceptedFrom/acceptedTo/bodyStored; company-filtered text matches carry no snippet (use search_filing_text with the accessionNumber for the excerpt). The response then includes `companyFilter` (matchedCompanies, searchedCompanies, unknown, forms, droppedForms), `appliedFilters` and `notes`. To COUNT or list companies (not filings) by market cap etc., use screen_companies instead.