Transcripts & Corporate Events

What's inside#

• Earnings-call transcripts: 1.75M transcript versions from a licensed institutional archive, one clean row per call. Duplicate versions of the same call are collapsed to the best available copy (Proofed > Edited > Spellchecked), so you always get the most authoritative text.
• Full transcript text with speakers: ~24M speaker-turn components rendered as an ordered script: each turn carries the speaker's name, their role (executive / analyst / operator) and the component type (prepared remarks / question / answer). Slice to just the prepared remarks or just the analyst Q&A.
• Full-text search: search call headlines across every company, or search the spoken words inside one company's transcripts and get back per-call hit counts and a first-hit snippet.
• Key Developments events: 41.9M dated corporate events, 1990–2026: M&A announcements/closings, corporate guidance (raised/lowered/new), executive & board changes, buybacks, bankruptcy, index adds/drops, offerings, investor activism, litigation and more. Each event carries a headline and a situation summary.
• Event-type taxonomy: the full 105-type legend (id, human label, and the filter slug) so you can filter /events/{ticker} precisely.
• IPO pipeline. Deals that are priced, upcoming or newly filed, with offer size, share count, exchange and dates. Use it for new-issue supply and going-public timing.

Coverage caveats (stated honestly):

• Full transcript text covers 2020-01-01 → 2025-12-31. Listings can include metadata outside that window. The text endpoint returns 404 transcript_text_not_found when no usable spoken words are present, with a coverage note.
• Key Developments events cover 1990–2026.
• The IPO pipeline serves only deals refreshed in the last 30 days for the requested status. It is a second, independent view of going-public activity: corroborate it against S-1 filings on Public Filings rather than treating either source as complete.
• Ticker resolution is scoped to the US security master. Tickers map exchange symbol → gvkey → companyid; a symbol outside the security master returns an explicit ticker_not_resolved error rather than a wrong company.
• These tables are large and archival. Treat them as a deep, authoritative record, not a real-time wire.

Access#

Endpoints#

Earnings-call transcripts#

Corporate events#

IPO pipeline#

Examples#

Example 1: List a company's calls, then pull one transcript (bash + curl)#

Find Apple's most recent calls, then fetch the full Q&A section of one of them (3 credits per call).

# 1. List the 5 most recent calls (3 credits)curl -H "Authorization: Bearer $WEALTHNOW_API_KEY" \  "https://firm.wealthnow.io/api/v3/transcripts/AAPL?limit=5" # Response envelope:# {#   "ok": true,#   "timestamp": "2026-07-19T14:22:00Z",#   "ticker": "AAPL",#   "company": "APPLE INC",#   "companyid": 24937,#   "gvkey": "001690",#   "n": 5,#   "transcripts": [#     {#       "event_id": 2864051,#       "keydev_id": 998123456,#       "date": "2025-10-30",#       "title": "Apple Inc., Q4 2025 Earnings Call, Oct 30, 2025",#       "event_type": "Earnings Calls",#       "version": "Proofed Copy",#       "version_status": "Final"#     }#     // ... 4 more#   ],#   "note": "full text coverage is 2020-01-01 → 2025-12-31; calls outside that window have metadata only.",#   "source": "warehouse:transcript-meta-archive"# } # 2. Pull just the analyst Q&A of that call using its event_id (3 credits)curl -H "Authorization: Bearer $WEALTHNOW_API_KEY" \  "https://firm.wealthnow.io/api/v3/transcripts/AAPL/2864051?components=qa&max_turns=400" # Response envelope:# {#   "ok": true,#   "timestamp": "2026-07-19T14:22:05Z",#   "ticker": "AAPL",#   "event_id": 2864051,#   "transcript": {#     "event_id": 2864051,#     "keydev_id": 998123456,#     "date": "2025-10-30",#     "title": "Apple Inc., Q4 2025 Earnings Call, Oct 30, 2025",#     "event_type": "Earnings Calls",#     "version": "Proofed Copy",#     "version_status": "Final"#   },#   "components": "qa",#   "n_turns": 128,#   "turns": [#     {#       "order": 42,#       "section": "qa",#       "component_type": "question",#       "speaker": "Erik Woodring",#       "speaker_role": "analyst",#       "text": "Thanks for taking my question. Tim, on Services gross margin..."#     },#     {#       "order": 43,#       "section": "qa",#       "component_type": "answer",#       "speaker": "Timothy Cook",#       "speaker_role": "executive",#       "text": "Yeah, thanks Erik. On Services, we feel great about the momentum..."#     }#     // ... more turns#   ]# }

When usable text is absent, the text route returns 404 transcript_text_not_found, with metadata when available and "warning": "no_text_for_transcript". Source or request-budget failures return 503 instead of claiming that the archive is empty. If the response hits the ~2 MB cap it sets "truncated": true; re-fetch the sections separately with components=presentation and components=qa.

Example 2: Full-text search across transcripts (Python)#

Search call headlines across every company, then search the spoken words inside one company's transcripts (3 credits per call).

import os, requests HEADERS = {"Authorization": f"Bearer {os.environ['WEALTHNOW_API_KEY']}"}BASE = "https://firm.wealthnow.io" # 1. Headline search across ALL companies (default scope)r = requests.get(    f"{BASE}/api/v3/transcripts/search",    params={"q": "artificial intelligence", "limit": 10},    headers=HEADERS, timeout=30,)r.raise_for_status()data = r.json()print(f"{data['n']} calls with '{data['query']}' in the title")for hit in data["results"]:    print(f"  {hit['date']}  {hit['title']}  (event_id={hit['event_id']})") # 2. Full-text search inside ONE company's transcripts (scope=text REQUIRES ticker)r = requests.get(    f"{BASE}/api/v3/transcripts/search",    params={"q": "supply chain", "ticker": "TSLA", "scope": "text",            "since": "2024-01-01", "limit": 10},    headers=HEADERS, timeout=30,)r.raise_for_status()data = r.json()# Envelope:# {#   "ok": true,#   "timestamp": "2026-07-19T14:23:00Z",#   "query": "supply chain",#   "scope": "text",#   "ticker": "TSLA",#   "n": 6,#   "results": [#     {#       "event_id": 3120774,#       "hits": 9,#       "snippet": "...our supply chain has never been more resilient, and we expect..."#     }#     // ... more calls, most hits first#   ],#   "searched_recent_calls": 42,#   "note": "full text coverage is 2020-01-01 → 2025-12-31; calls outside that window have metadata only."# }for hit in data["results"]:    print(f"  event_id={hit['event_id']}  {hit['hits']} hits, {hit['snippet']}")

Note: scope=text without a ticker returns 422 ticker_required_for_text_search: text search scans transcript bodies and must be scoped to a single company to stay inside the request budget. Pass any returned event_id to /api/v3/transcripts/{ticker}/{event_id} for the full text.

Example 3: Corporate events + the type taxonomy (bash + Python)#

Look up the event-type legend, then pull Microsoft's M&A and guidance events since 2023 (3 credits per call).

# 1. Fetch the taxonomy so you know the filter slugs/ids (3 credits)curl -H "Authorization: Bearer $WEALTHNOW_API_KEY" \  "https://firm.wealthnow.io/api/v3/events/types" # Response envelope (105 types):# {#   "ok": true,#   "timestamp": "2026-07-19T14:24:00Z",#   "n": 105,#   "types": [#     { "id": 1,  "label": "Seeking to Sell/Divest",           "slug": "seeking_to_sell_divest" },#     { "id": 27, "label": "Corporate Guidance - Raised",       "slug": "corporate_guidance_raised" },#     { "id": 48, "label": "Earnings Calls",                    "slug": "earnings_calls" },#     { "id": 80, "label": "M&A Transaction Announcements",     "slug": "m_and_a_transaction_announcements" },#     { "id": 101,"label": "Executive Changes - CEO",           "slug": "executive_changes_ceo" }#     // ... 100 more#   ],#   "source": "warehouse:key-developments-archive"# }

One event per key development#

The vendor keeps a key development's history: a row for each version, each event type it is filed under, and each role the company plays in it (for example target or buyer). /events returns the development once, from the vendor's current version:

• types lists every type it is filed under, and roles every role the company plays.
• The top-level type_id is one of the types you filtered for, when you pass type.
• limit and n count events.
• since and until apply to the current version's announce date.

The vendor sometimes closes a development (it has no current version). It is left out unless you pass include_closed=true, which returns it with vendor_status: "closed" and closed_at, the vendor's timestamp (no zone is stated). Every other event has vendor_status: "open".

An unknown type slug/id returns 422 unknown_event_type with a hint to call /api/v3/events/types. A ticker outside the security master returns "error": "ticker_not_resolved", and a valid ticker with no matching events returns "warning": "no_events_for_filters", both inside a normal 200 envelope.

Example 4: Deals that priced recently (bash)#

Pull the deals that have priced, freshest first (3 credits).

curl -H "Authorization: Bearer $WEALTHNOW_API_KEY" \  "https://firm.wealthnow.io/api/v3/origin/ipo_pipeline?status=priced&limit=20" # Response envelope:# {#   "ok": true,#   "timestamp": "2026-09-24T14:40:00Z",#   "available": true,#   "status": "priced",#   "n_deals": 20,#   "deals": [#     {#       "symbol": "...",#       "company": "...",#       "ipo_date": "2026-09-23",#       "filed_date": "2026-08-14",#       "offer_amount_usd": 412500000.0,#       "share_count": 16500000.0,#       "exchange": "NASDAQ Global Select"#     }#     // ... 19 more#   ],#   "data_source": "...",#   "note": "a second, independent view of going-public activity; corroborate against the filing index rather than treating either source as complete on its own"# }

status=upcoming (the default) returns deals that have not priced yet and status=filed newly filed ones. symbol, ipo_date, filed_date and exchange are null when the calendar does not carry them for a deal.

Related#