SEC EDGAR financials, benchmarks, screening & Buffett value scans for agents. Pay x402 or API key.
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Rank US public companies by Quality Score (0-100) over a 10-year window from five components: return on invested capital (30 points, blended 60/40 with the company's industry percentile), durability through the cycle (20), cash conversion (20), balance-sheet strength (15) and capital discipline (15). Every component is explainable from the returned row (roic_median, fcf_conversion, net_debt_to_ebit, ...); a component with no usable data is dropped and the rest renormalized. Companies that stopped filing (4,313), have fewer than five fiscal years on file (1,702), lack the tags to measure returns on capital in enough of those years -- missing EBIT tags, or an unclassified balance sheet, common among homebuilders and industrials with captive finance arms (1,612) -- or are balance-sheet financials (banks, insurers, REITs; 1,539) are not scored and do not appear: 2,885 of 12,051 companies (roughly a quarter of all filers, ~37% of active ones) are scored today. Use it for price-independent quality; use buffett_value to add valuation. Methodology v3; heuristic screen, not investment advice. Cost: $0.25 per call; unpaid calls return a payment-required error.
Fiscal year of the published Quality Scores; omit for the latest. A year that isn't published returns an error listing the published years.
Maximum companies to return, 1-200.
2-digit SIC industry group, e.g. 73 (business services, including software); omit for every industry.
Minimum Quality Score, 0-100.
Minimum annual revenue in USD, e.g. 1e9.
Exclude foreign private issuers (20-F filers); set false to include them.
Rank US public companies by Quality Score (0-100) over a 10-year window from five components: return on invested capital (30 points, blended 60/40 with the company's industry percentile), durability through the cycle (20), cash conversion (20), balance-sheet strength (15) and capital discipline (15). Every component is explainable from the returned row (roic_median, fcf_conversion, net_debt_to_ebit, ...); a component with no usable data is dropped and the rest renormalized. Companies that stopped filing (4,313), have fewer than five fiscal years on file (1,702), lack the tags to measure returns on capital in enough of those years -- missing EBIT tags, or an unclassified balance sheet, common among homebuilders and industrials with captive finance arms (1,612) -- or are balance-sheet financials (banks, insurers, REITs; 1,539) are not scored and do not appear: 2,885 of 12,051 companies (roughly a quarter of all filers, ~37% of active ones) are scored today. Use it for price-independent quality; use buffett_value to add valuation. Methodology v3; heuristic screen, not investment advice. Cost: $0.25 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| fy | any | Fiscal year of the published Quality Scores; omit for the latest. A year that isn't published returns an error listing the published years. |
| limit | integer | Maximum companies to return, 1-200. |
| industry | any | 2-digit SIC industry group, e.g. 73 (business services, including software); omit for every industry. |
| min_score | integer | Minimum Quality Score, 0-100. |
| min_revenue | number | Minimum annual revenue in USD, e.g. 1e9. |
| exclude_foreign | boolean | Exclude foreign private issuers (20-F filers); set false to include them. |
{
"type": "object",
"title": "buffett_scanArguments",
"properties": {
"fy": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Fy",
"default": null,
"description": "Fiscal year of the published Quality Scores; omit for the latest. A year that isn't published returns an error listing the published years."
},
"limit": {
"type": "integer",
"title": "Limit",
"default": 25,
"description": "Maximum companies to return, 1-200."
},
"industry": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Industry",
"default": null,
"description": "2-digit SIC industry group, e.g. 73 (business services, including software); omit for every industry."
},
"min_score": {
"type": "integer",
"title": "Min Score",
"default": 60,
"description": "Minimum Quality Score, 0-100."
},
"min_revenue": {
"type": "number",
"title": "Min Revenue",
"default": 1000000000,
"description": "Minimum annual revenue in USD, e.g. 1e9."
},
"exclude_foreign": {
"type": "boolean",
"title": "Exclude Foreign",
"default": true,
"description": "Exclude foreign private issuers (20-F filers); set false to include them."
}
}
}Find high-quality US public companies trading below intrinsic value: the Quality Score (see buffett_scan) combined with a value score from the previous close (FCF yield, 10-year owner-earnings DCF margin of safety, P/E), ranked by combined_score, the mean of the two (0-100 each). Rows also carry market cap, owner-earnings yield and intrinsic value. Use buffett_scan for quality alone; it needs no price data. Foreign private issuers (20-F filers, e.g. Chinese ADRs) are excluded by default: they screen cheap for structural reasons fundamentals cannot see. Methodology v3; heuristic screen, not investment advice. Cost: $0.25 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| fy | any | Fiscal year of the published Quality Scores; omit for the latest. A year that isn't published returns an error listing the published years. |
| limit | integer | Maximum companies to return, 1-200. |
| industry | any | 2-digit SIC industry group, e.g. 73 (business services, including software); omit for every industry. |
| min_score | integer | Minimum combined_score (the mean of the quality and value scores), 0-100. |
| min_revenue | number | Minimum annual revenue in USD, e.g. 1e9. |
| exclude_foreign | boolean | Exclude foreign private issuers (20-F filers); set false to include them. |
Raw normalized XBRL facts for one company as reported in its SEC filings, newest first: concept, value, unit, period_start and period_end, fiscal_year, fiscal_period, form, filed date and data-quality flags. Use it for individual reported values, quarterly figures or filing provenance; use company_financials for clean annual statements and ratios. Cost: $0.01 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| cik* | integer | SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free). |
| limit | integer | Maximum facts to return, newest first; up to 20000. |
| concept | any | Canonical concept to return, e.g. revenue, net_income, total_assets, operating_cash_flow; omit for every concept. |
| fy_from | any | Earliest fiscal year to include, by each filing's own fiscal-year tag (fiscal_year in the rows); omit for every year. |
{
"type": "object",
"title": "company_factsArguments",
"required": [
"cik"
],
"properties": {
"cik": {
"type": "integer",
"title": "Cik",
"description": "SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free)."
},
"limit": {
"type": "integer",
"title": "Limit",
"default": 500,
"description": "Maximum facts to return, newest first; up to 20000."
},
"concept": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Concept",
"default": null,
"description": "Canonical concept to return, e.g. revenue, net_income, total_assets, operating_cash_flow; omit for every concept."
},
"fy_from": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Fy From",
"default": null,
"description": "Earliest fiscal year to include, by each filing's own fiscal-year tag (fiscal_year in the rows); omit for every year."
}
}
}SEC filing index for one company, newest first: form, filing date, report period, accession number, 8-K item codes and a direct sec.gov document_url. Use it to find or cite a specific 10-K, 10-Q, 8-K or Form 4; use company_facts or company_financials for the numbers in the filings. Cost: $0.005 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| cik* | integer | SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free). |
| form | any | Form type to return, as SEC names it, e.g. 10-K, 10-Q, 8-K, 4; omit for every form. |
| limit | integer | Maximum filings to return, newest first; up to 2000. |
{
"type": "object",
"title": "company_filingsArguments",
"required": [
"cik"
],
"properties": {
"cik": {
"type": "integer",
"title": "Cik",
"description": "SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free)."
},
"form": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Form",
"default": null,
"description": "Form type to return, as SEC names it, e.g. 10-K, 10-Q, 8-K, 4; omit for every form."
},
"limit": {
"type": "integer",
"title": "Limit",
"default": 50,
"description": "Maximum filings to return, newest first; up to 2000."
}
}
}Annual financial statements for one company, one row per fiscal year: income statement, balance sheet and cash flow lines plus ratios (gross_margin, operating_margin, roe, roa, fcf, debt_to_equity, ...). Use it for a known company's history; use company_facts for individual reported values and quarterly periods, compare_to_peers to benchmark it against its industry, and screen_companies to find companies by criteria. Cost: $0.02 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| cik* | integer | SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free). |
| fy_to | any | Last fiscal year to include; omit to end at the latest year on file. |
| fy_from | any | First fiscal year to include, e.g. 2020; omit to start at the earliest year on file. |
{
"type": "object",
"title": "company_financialsArguments",
"required": [
"cik"
],
"properties": {
"cik": {
"type": "integer",
"title": "Cik",
"description": "SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free)."
},
"fy_to": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Fy To",
"default": null,
"description": "Last fiscal year to include; omit to end at the latest year on file."
},
"fy_from": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Fy From",
"default": null,
"description": "First fiscal year to include, e.g. 2020; omit to start at the earliest year on file."
}
}
}Composite factor scorecard for one company: quality (Piotroski, Altman, accruals), value (owner-earnings DCF), insider conviction (Form 4 buying as bps of market cap), institutional positioning (13F) and short sentiment, each 0-100, plus a renormalized composite_score and coverage (the share of factors present). Also returns institutional ownership %, insider buy intensity, short-to-ADV and governance flags (Form 4 latency, Item 4.02 restatements, stale fundamentals). Use top_signals to rank every company by the same composite. RESEARCH SIGNAL, NOT INVESTMENT ADVICE. Cost: $0.05 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| cik* | integer | SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free). |
| weights | any | Optional JSON object of factor weights, e.g. {"quality":0.4,"value":0.4}. Factors: quality, value, insider, institutional and sentiment; each defaults to 0.2, and unknown keys or negative weights are ignored. |
{
"type": "object",
"title": "company_signalArguments",
"required": [
"cik"
],
"properties": {
"cik": {
"type": "integer",
"title": "Cik",
"description": "SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free)."
},
"weights": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Weights",
"default": null,
"description": "Optional JSON object of factor weights, e.g. {\"quality\":0.4,\"value\":0.4}. Factors: quality, value, insider, institutional and sentiment; each defaults to 0.2, and unknown keys or negative weights are ignored."
}
}
}One company's metrics for a fiscal year next to its industry cohort: the percentiles of every metric for each revenue size bucket in its 2-digit SIC group. Use it to judge whether a company's margins, returns or leverage are above or below sector norms; use industry_aggregate for a cohort without a specific company. Cost: $0.05 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| fy* | integer | Fiscal year to compare, e.g. 2025. |
| cik* | integer | SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free). |
{
"type": "object",
"title": "compare_to_peersArguments",
"required": [
"cik",
"fy"
],
"properties": {
"fy": {
"type": "integer",
"title": "Fy",
"description": "Fiscal year to compare, e.g. 2025."
},
"cik": {
"type": "integer",
"title": "Cik",
"description": "SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free)."
}
}
}Benchmark percentiles (p10, p25, median, p75, p90, plus mean and company count n) for one financial metric, per fiscal year, 2-digit SIC industry group and revenue size bucket. Use it for questions like "what is the median gross margin of large software companies?"; use compare_to_peers to place one company in its cohort and market_insight (sector_landscape) for margin medians across every industry. Cost: $0.05 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| fy | any | Fiscal year; omit for every year, newest first. |
| size | any | Revenue size bucket: micro (under 10M USD), small (10M+), mid (100M+), large (1B+) or mega (10B+); omit for every bucket. |
| metric* | string | Metric to benchmark, e.g. gross_margin, operating_margin, net_margin, roe, roa, debt_to_equity, current_ratio, rd_intensity, revenue, fcf. |
| industry | any | 2-digit SIC industry group, e.g. 73 (business services, including software); omit for every industry. |
{
"type": "object",
"title": "industry_aggregateArguments",
"required": [
"metric"
],
"properties": {
"fy": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Fy",
"default": null,
"description": "Fiscal year; omit for every year, newest first."
},
"size": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Size",
"default": null,
"description": "Revenue size bucket: micro (under 10M USD), small (10M+), mid (100M+), large (1B+) or mega (10B+); omit for every bucket."
},
"metric": {
"type": "string",
"title": "Metric",
"description": "Metric to benchmark, e.g. gross_margin, operating_margin, net_margin, roe, roa, debt_to_equity, current_ratio, rd_intensity, revenue, fcf."
},
"industry": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Industry",
"default": null,
"description": "2-digit SIC industry group, e.g. 73 (business services, including software); omit for every industry."
}
}
}Insider (Form 4) transactions for one company over the trailing months, plus a summary: open-market buys vs sales, distinct buyers and net dollar value, with 10b5-1 plan flags. Cluster buying by officers and directors is a studied positive signal. Use company_signal for insider conviction scored alongside other factors. Not investment advice. Cost: $0.02 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| cik* | integer | SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free). |
| months | integer | Trailing window in months, 1-60. |
{
"type": "object",
"title": "insider_activityArguments",
"required": [
"cik"
],
"properties": {
"cik": {
"type": "integer",
"title": "Cik",
"description": "SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free)."
},
"months": {
"type": "integer",
"title": "Months",
"default": 12,
"description": "Trailing window in months, 1-60."
}
}
}13F institutional ownership snapshot for one company: number of holders, aggregate shares and value, and quarter-over-quarter change (accumulating vs trimming). 13F filings lag the quarter by up to 45 days and show long positions only. Use company_signal for institutional positioning scored alongside other factors. Not investment advice. Cost: $0.02 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| cik* | integer | SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free). |
{
"type": "object",
"title": "institutional_ownershipArguments",
"required": [
"cik"
],
"properties": {
"cik": {
"type": "integer",
"title": "Cik",
"description": "SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free)."
}
}
}Catalog of the curated market-wide analyses: each one's name, path, description, parameters with defaults, and price. Call it before market_insight or standard_score to choose an analysis and its parameters. Free: no API key or payment needed.
No arguments.
{
"type": "object",
"title": "list_insightsArguments",
"properties": {}
}Find a company's SEC CIK from its ticker, CIK or name. Every company tool takes a cik, so call this first when you only have a ticker (AAPL) or a name (apple). Returns up to limit matches, best first (exact ticker, exact CIK, name prefix, name contains; within each, companies with tickers before other filers such as individuals), each with cik, name, tickers, sic and sic_description; no match is an empty list, not an error. Free: no API key or payment needed.
| Argument | Type | Description |
|---|---|---|
| limit | integer | Maximum matches to return, 1-25. |
| query* | string | A ticker (AAPL, BRK.B), CIK digits (320193), or all or part of a company name (apple); 1-100 characters. |
{
"type": "object",
"title": "lookup_companyArguments",
"required": [
"query"
],
"properties": {
"limit": {
"type": "integer",
"title": "Limit",
"default": 10,
"description": "Maximum matches to return, 1-25."
},
"query": {
"type": "string",
"title": "Query",
"description": "A ticker (AAPL, BRK.B), CIK digits (320193), or all or part of a company name (apple); 1-100 characters."
}
}
}Curated analysis computed live across all US public companies, chosen by name: top_companies (rank by a metric, optionally within an industry), movers (largest change in a metric between fy_from and fy_to), sector_landscape (margin medians per industry), metric_trend (yearly sum, median or mean of a metric), capital_returns (buybacks vs dividends by size bucket) or filing_velocity (monthly filing counts for a form type). Each parameter's description says which analyses read it; the response reports the fiscal year(s) used. Use screen_companies for your own criteria and standard_score for F-Score, Z-Score and similar scores. Cost: $0.15 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| fy | any | Fiscal year for top_companies, sector_landscape and capital_returns, and the default end year for movers and metric_trend; omit for the current fiscal year. |
| agg | any | metric_trend only: sum (the default), median or mean. |
| form | any | filing_velocity only: form type to count, e.g. 8-K (the default). |
| name* | string | Analysis to run: top_companies, movers, sector_landscape, metric_trend, capital_returns or filing_velocity. |
| fy_to | any | End year for movers and metric_trend (default fy). |
| limit | any | Maximum rows for top_companies and movers, 1-200 (default 25). |
Screen US public companies for one fiscal year by financial criteria and return the matches with their name, tickers, industry and metrics, largest revenue first. Use it to discover companies; use company_financials for one known company's history and industry_aggregate for cohort benchmarks. Cost: $0.10 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| fy* | integer | Fiscal year to screen, e.g. 2025. |
| limit | integer | Maximum companies to return, largest revenue first; up to 500. |
| filters* | string | JSON list of [metric, op, value] triples that must all hold, e.g. [["gross_margin",">",0.6],["revenue",">",1e9]]. op is >, >=, <, <= or =; value is a number; up to 8 triples (more are ignored). An unknown metric returns an error listing the valid ones. |
{
"type": "object",
"title": "screen_companiesArguments",
"required": [
"fy",
"filters"
],
"properties": {
"fy": {
"type": "integer",
"title": "Fy",
"description": "Fiscal year to screen, e.g. 2025."
},
"limit": {
"type": "integer",
"title": "Limit",
"default": 50,
"description": "Maximum companies to return, largest revenue first; up to 500."
},
"filters": {
"type": "string",
"title": "Filters",
"description": "JSON list of [metric, op, value] triples that must all hold, e.g. [[\"gross_margin\",\">\",0.6],[\"revenue\",\">\",1e9]]. op is >, >=, <, <= or =; value is a number; up to 8 triples (more are ignored). An unknown metric returns an error listing the valid ones."
}
}
}Short-selling pressure for one company: the FINRA daily short-volume ratio (short volume / total volume) over about 20 trading days, a bearish-sentiment proxy. This is daily short-sale volume, not bi-monthly short interest. Use company_signal for short sentiment scored alongside other factors. Not investment advice. Cost: $0.02 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| cik* | integer | SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free). |
{
"type": "object",
"title": "short_pressureArguments",
"required": [
"cik"
],
"properties": {
"cik": {
"type": "integer",
"title": "Cik",
"description": "SEC Central Index Key (CIK), e.g. 320193 for Apple. Only have a ticker or company name? Call lookup_company first (free)."
}
}
}Academic fundamental scores across US public companies, chosen by name: piotroski (F-Score 0-9, financial strength), altman_z (bankruptcy-risk zones), beneish_m (elevated M-Score: an accounting-quality screen, not evidence of manipulation), magic_formula (Greenblatt rank on earnings yield and return on capital) or accruals (Sloan earnings quality). Each company is scored on its own latest fiscal year (fiscal_year per row); fy selects the cohort whose latest scored year is fy -- it does not re-score companies on an earlier year. Use company_signal for one company's quality, value and sentiment factors together. Peer-reviewed formulas; not investment advice. Cost: $0.15 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| fy | any | Cohort to return: companies whose latest scored fiscal year is fy (they are not re-scored on an earlier year). Omit for every company on its own latest year. A year no company is scored on returns an error listing the available years. |
| name* | string | Score to rank by: piotroski, altman_z, beneish_m, magic_formula or accruals. |
| zone | any | altman_z only: safe, grey or distress; omit for every zone, most distressed first. |
| limit | integer | Maximum companies to return, 1-200. |
| worst | any | accruals only: true ranks the highest accrual ratios (lowest earnings quality) first; omit or false ranks the lowest first. |
Rank US public companies by composite factor score (quality, value, insider, institutional and short-sentiment factors, each 0-100), highest first, with each company's factor scores, coverage, and restatement and stale-fundamentals flags. Use company_signal for one company's full scorecard. RESEARCH SIGNAL, NOT INVESTMENT ADVICE. Cost: $0.25 per call; unpaid calls return a payment-required error.
| Argument | Type | Description |
|---|---|---|
| limit | integer | Maximum companies to return, 1-200. |
| weights | any | Optional JSON object of factor weights, e.g. {"quality":0.4,"value":0.4}. Factors: quality, value, insider, institutional and sentiment; each defaults to 0.2, and unknown keys or negative weights are ignored. |
| min_coverage | number | Minimum share of the five factors a company must be scored on, 0-1 (0.6 means at least 3 of 5). |
| min_composite | number | Minimum composite score, 0-100. |
{
"type": "object",
"title": "top_signalsArguments",
"properties": {
"limit": {
"type": "integer",
"title": "Limit",
"default": 25,
"description": "Maximum companies to return, 1-200."
},
"weights": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Weights",
"default": null,
"description": "Optional JSON object of factor weights, e.g. {\"quality\":0.4,\"value\":0.4}. Factors: quality, value, insider, institutional and sentiment; each defaults to 0.2, and unknown keys or negative weights are ignored."
},
"min_coverage": {
"type": "number",
"title": "Min Coverage",
"default": 0.6,
"description": "Minimum share of the five factors a company must be scored on, 0-1 (0.6 means at least 3 of 5)."
},
"min_composite": {
"type": "number",
"title": "Min Composite",
"default": 0,
"description": "Minimum composite score, 0-100."
}
}
}| min_margin_of_safety | number | Minimum DCF margin of safety (1 - market cap / intrinsic value), e.g. 0.2 for a price 20% below intrinsic value; 0 keeps companies at or below intrinsic value. |
{
"type": "object",
"title": "buffett_valueArguments",
"properties": {
"fy": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Fy",
"default": null,
"description": "Fiscal year of the published Quality Scores; omit for the latest. A year that isn't published returns an error listing the published years."
},
"limit": {
"type": "integer",
"title": "Limit",
"default": 25,
"description": "Maximum companies to return, 1-200."
},
"industry": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Industry",
"default": null,
"description": "2-digit SIC industry group, e.g. 73 (business services, including software); omit for every industry."
},
"min_score": {
"type": "integer",
"title": "Min Score",
"default": 50,
"description": "Minimum combined_score (the mean of the quality and value scores), 0-100."
},
"min_revenue": {
"type": "number",
"title": "Min Revenue",
"default": 1000000000,
"description": "Minimum annual revenue in USD, e.g. 1e9."
},
"exclude_foreign": {
"type": "boolean",
"title": "Exclude Foreign",
"default": true,
"description": "Exclude foreign private issuers (20-F filers); set false to include them."
},
"min_margin_of_safety": {
"type": "number",
"title": "Min Margin Of Safety",
"default": 0,
"description": "Minimum DCF margin of safety (1 - market cap / intrinsic value), e.g. 0.2 for a price 20% below intrinsic value; 0 keeps companies at or below intrinsic value."
}
}
}| metric | any | Metric for top_companies, movers and metric_trend, e.g. revenue (the default), gross_margin, research_development. |
| months | any | filing_velocity only: months of history, default 18, up to 120. |
| fy_from | any | Start year for movers (default fy - 2) and metric_trend (default 2015). |
| industry | any | top_companies only: 2-digit SIC industry group, e.g. 73; omit for every industry. |
| min_revenue | any | Minimum annual revenue in USD for movers (default 1e9) and sector_landscape (default 1e8). |
{
"type": "object",
"title": "market_insightArguments",
"required": [
"name"
],
"properties": {
"fy": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Fy",
"default": null,
"description": "Fiscal year for top_companies, sector_landscape and capital_returns, and the default end year for movers and metric_trend; omit for the current fiscal year."
},
"agg": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Agg",
"default": null,
"description": "metric_trend only: sum (the default), median or mean."
},
"form": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Form",
"default": null,
"description": "filing_velocity only: form type to count, e.g. 8-K (the default)."
},
"name": {
"type": "string",
"title": "Name",
"description": "Analysis to run: top_companies, movers, sector_landscape, metric_trend, capital_returns or filing_velocity."
},
"fy_to": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Fy To",
"default": null,
"description": "End year for movers and metric_trend (default fy)."
},
"limit": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Limit",
"default": null,
"description": "Maximum rows for top_companies and movers, 1-200 (default 25)."
},
"metric": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Metric",
"default": null,
"description": "Metric for top_companies, movers and metric_trend, e.g. revenue (the default), gross_margin, research_development."
},
"months": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Months",
"default": null,
"description": "filing_velocity only: months of history, default 18, up to 120."
},
"fy_from": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Fy From",
"default": null,
"description": "Start year for movers (default fy - 2) and metric_trend (default 2015)."
},
"industry": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Industry",
"default": null,
"description": "top_companies only: 2-digit SIC industry group, e.g. 73; omit for every industry."
},
"min_revenue": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"title": "Min Revenue",
"default": null,
"description": "Minimum annual revenue in USD for movers (default 1e9) and sector_landscape (default 1e8)."
}
}
}| min_score |
| any |
| piotroski only: minimum F-Score, 0-9; omit for 7. |
| min_revenue | number | Minimum annual revenue in USD, e.g. 1e9. |
| flagged_only | any | beneish_m only: omit or true for elevated M-Scores only; false for every score. |
| exclude_foreign | boolean | Exclude foreign private issuers (20-F filers); set false to include them. |
{
"type": "object",
"title": "standard_scoreArguments",
"required": [
"name"
],
"properties": {
"fy": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Fy",
"default": null,
"description": "Cohort to return: companies whose latest scored fiscal year is fy (they are not re-scored on an earlier year). Omit for every company on its own latest year. A year no company is scored on returns an error listing the available years."
},
"name": {
"type": "string",
"title": "Name",
"description": "Score to rank by: piotroski, altman_z, beneish_m, magic_formula or accruals."
},
"zone": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Zone",
"default": null,
"description": "altman_z only: safe, grey or distress; omit for every zone, most distressed first."
},
"limit": {
"type": "integer",
"title": "Limit",
"default": 25,
"description": "Maximum companies to return, 1-200."
},
"worst": {
"anyOf": [
{
"type": "boolean"
},
{
"type": "null"
}
],
"title": "Worst",
"default": null,
"description": "accruals only: true ranks the highest accrual ratios (lowest earnings quality) first; omit or false ranks the lowest first."
},
"min_score": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"title": "Min Score",
"default": null,
"description": "piotroski only: minimum F-Score, 0-9; omit for 7."
},
"min_revenue": {
"type": "number",
"title": "Min Revenue",
"default": 1000000000,
"description": "Minimum annual revenue in USD, e.g. 1e9."
},
"flagged_only": {
"anyOf": [
{
"type": "boolean"
},
{
"type": "null"
}
],
"title": "Flagged Only",
"default": null,
"description": "beneish_m only: omit or true for elevated M-Scores only; false for every score."
},
"exclude_foreign": {
"type": "boolean",
"title": "Exclude Foreign",
"default": true,
"description": "Exclude foreign private issuers (20-F filers); set false to include them."
}
}
}