# Wealthnow API > Market, fundamentals, filings, alternative and private-markets data for applications and AI agents, over REST and the Model Context Protocol. One API key (`wn_…`), one credit wallet, plan-gated datasets. - REST base URL: https://firm.wealthnow.io (send the key as `Authorization: Bearer wn_…` or `X-API-Key`) - OpenAPI 3.1 spec: https://firm.wealthnow.io/api/openapi.json - MCP server (Streamable HTTP, OAuth sign-in or X-API-Key): https://mcp.wealthnow.io/mcp - Get a key: https://app.wealthnow.io/auth/sign-up - Service status: https://app.wealthnow.io/status (JSON: https://app.wealthnow.io/status.json) - Changelog: https://app.wealthnow.io/docs/changelog (Atom feed: https://app.wealthnow.io/docs/changelog.xml) ## Overview - [Introduction](https://app.wealthnow.io/docs/introduction.md): Wealthnow is institutional financial data for applications and AI agents. One wn_ key and one credit wallet open 370 REST endpoints across 22 data products, and every endpoint except the real-time streams is also a tool on the MCP server, so Claude, ChatGPT, Cursor or Codex can call it directly. - [Quickstart](https://app.wealthnow.io/docs/quickstart.md): Ship a live market-data call in under a minute. One wn_ key unlocks the FIRM data API (firm.wealthnow.io) and the Brain agent API (brain.wealthnow.io) — same credential, same credit wallet. - [Pricing & Credits](https://app.wealthnow.io/docs/pricing-and-credits.md): Wealthnow uses a single credit wallet per customer. Your subscription tier grants a monthly pool of credits and a rate limit; every API call draws from that pool. Above the included grant, paid tiers can spend into metered overage up to a hard cap. - [Connect via MCP & SDKs](https://app.wealthnow.io/docs/mcp-and-sdks.md): Your wn_ key works over three interfaces — the raw REST API, the Model Context Protocol (for AI agents like Claude and Cursor), and generated SDKs. All three authenticate the same way, debit the same credit wallet, and honor the same tier gating. - [Changelog](https://app.wealthnow.io/docs/changelog.md): Customer-visible changes to the Wealthnow REST API, MCP server and dashboard, newest first. Dates are UTC; changes before 2026-09-19 are listed by month. Within each date or month, breaking changes and deprecations come first. ## Products - [Market Data](https://app.wealthnow.io/docs/market-data.md): Equity prices with their freshness, OHLCV bars, survivorship-bias-free daily history, corporate actions, charts, and ETF composition. A successful request does not guarantee a real-time price, so every quote says how old it is. - [Crypto](https://app.wealthnow.io/docs/crypto.md): Crypto prices, the liquid trading universe, perpetual-futures positioning, options volatility, exchange announcements, on-chain flows, and crypto news, all behind the same API key as the rest of Wealthnow. - [Real-Time Streaming](https://app.wealthnow.io/docs/streaming.md): Live market data and model output over Server-Sent Events (SSE): top-of-book quotes (NBBO), 1-minute candles as they close, trade ticks, fused signals, decision events and structured news, plus a freshness-labelled market-event contract. One long-lived HTTP connection replaces polling, so a quote panel, live chart or agent stays current without paying for a call per refresh. Not every feed has a producer running today: When data flows says which ones carry data. - [Fundamentals](https://app.wealthnow.io/docs/fundamentals.md): Public company financials, ratios, growth metrics, as-reported XBRL facts, point-in-time vintages, and business segments, sourced from SEC EDGAR and licensed institutional archives. - [Public Filings](https://app.wealthnow.io/docs/public-filings.md): Access SEC EDGAR filing index and structured extracts for any ticker. Get filing metadata, balance-sheet / cash-flow summaries, and shares-outstanding trends from SEC filings (10-K, 10-Q, 8-K, S-1, etc.). - [Reference Data](https://app.wealthnow.io/docs/reference-data.md): An identifier crosswalk for listed securities: translate between tickers, CUSIPs, ISINs, SEDOLs, estimate-vendor tickers, gvkeys and CIKs, as of today or any past date, with retired identifiers still resolving and every match stating how it was made. - [Congressional Trades](https://app.wealthnow.io/docs/congressional.md): Access US Congress & Senate trading disclosures and corporate PAC donations linked to public company leadership. - [News & Sentiment](https://app.wealthnow.io/docs/news-sentiment.md): Equity news and sentiment in one product: a seconds-fresh cross-publisher newswire, one-call news digests per ticker, filtered news search, detected market events, analyst rating actions, and daily sentiment scores back to 2000. Use it to spot catalysts, explain a move, and measure whether the news backdrop is turning. - [Macro, Rates & FX](https://app.wealthnow.io/docs/macro-rates.md): Cross-asset macro data and the earnings calendar: live Treasury curves and T-bill yields, commodity spot prices, the macro regime, CFTC positioning, economic and analyst-ratings calendars, next earnings dates with Street estimates, and FX news, sentiment and prices. The core macro desk toolkit. - [Quant Signals](https://app.wealthnow.io/docs/quant-signals.md): Quant Signals exposes stored model predictions, feature attributions, voter evidence, model-health diagnostics, regime reads, factor data, and research candidates. Coverage and freshness depend on the available source snapshot; a returned row does not guarantee usable numerical evidence. - [Funds & Institutional](https://app.wealthnow.io/docs/funds.md): Track institutional positioning, insider activity, and smart-money clusters: 13F holdings and quarter-over-quarter position changes, multi-quarter holder history, top shareholders by ticker, mutual-fund ownership, Form 4 insider transactions, Rule 10b5-1 plan splits, Form 144 intent-to-sell notices, and insider buying clusters. - [Alt-Data](https://app.wealthnow.io/docs/alt-data.md): Alternative and licensed-research datasets that show what a company is doing before it reaches a filing: monthly workforce momentum and WARN-Act layoff notices, the supply-chain graph and revenue dependence, geographic revenue exposure, board and audit governance with forensic accounting flags, plus lobbying spend, federal contracts, patents, executive pay and r/wallstreetbets sentiment. - [Options Flow](https://app.wealthnow.io/docs/options-flow.md): Options and securities-lending intelligence: unusual options flow, the options chain with Greeks, implied-volatility analytics, gamma exposure, max pain, dark-pool prints, off-exchange volume, short interest and borrow cost. Live routes show positioning now; history routes show how it built up. - [Execution & Research](https://app.wealthnow.io/docs/execution-research.md): Execution & Research covers the work before a trade: order-schedule scenarios (TWAP and VWAP), a returns-correlation mesh for finding co-movers and hedge candidates, and three one-call research skills that fuse many data sources into a single read on a ticker. Nothing here submits orders. - [Risk Analytics](https://app.wealthnow.io/docs/risk-analytics.md): Risk Analytics proposes index hedges for SPY, QQQ and IWM from live dealer positioning: protective puts when dealers are short gamma and protection is cheap, collars when calls are rich relative to puts, and a note when the volatility term structure is inverted. - [LLM Research](https://app.wealthnow.io/docs/llm-research.md): LLM Research combines search results and provider-generated synthesis with source links, and reads the pages those links point to. Available results depend on the query, configured providers, and source coverage. A returned citation does not establish that the information is current. - [Copilot](https://app.wealthnow.io/docs/copilot.md): Copilot turns the quant ensemble's stored predictions into ticker research, ranked ideas, and checks on whether the model is currently working. It exposes the available source evidence and the limits of that evidence. - [Tape & Intraday History](https://app.wealthnow.io/docs/tape.md): FIRM's OWN self-collected tick and intraday capture — full-market minute bars, per-print options and futures trade tape, futures term structure, live microstructure windows, and a daily options-chain history with greeks, implied vol and open interest. We have been snapshotting the tape into the lakehouse every trading day since May 2026. No competitor sells this history self-serve: options and futures vendors rent you today's prints and today's chain, but FIRM lets an agent replay the intraday tape and the greeks/IV/OI surface exactly as they stood on any past captured day. - [Transcripts & Corporate Events](https://app.wealthnow.io/docs/events-transcripts.md): Transcripts & Corporate Events provides earnings-call listings, available speaker-turn text, and corporate-event history from the warehouse archive, plus the pipeline of companies going public. Transcript text coverage is 2020–2025. Corporate-event metadata extends to 1990; that earlier date does not describe transcript text coverage. - [Credit & Fixed-Income](https://app.wealthnow.io/docs/credit.md): Institutional corporate-credit data assembled from licensed multi-decade institutional archives: FINRA TRACE corporate-bond trade prints, single-name CDS spreads, credit-rating actions, and syndicated-loan facilities. This is the credit-desk stack — realised bond spreads, market-implied default probabilities, the full rating-action ledger, and the private bank-loan book — for any US public issuer, keyed off the equity ticker. This is data that usually requires a terminal contract. Coverage is deep (2005 onward) but the source archives are disseminated with an academic lag, so the API serves the latest available print rather than pretending to be realtime. - [Research Datasets](https://app.wealthnow.io/docs/research-datasets.md): Direct, row-level access to the licensed multi-decade research archives behind the API (fundamentals, estimates, credit, options, governance, ownership, and factor returns), plus the derived feature panels the platform computes for its own models. Where the product endpoints give you a curated answer, these give you the underlying table. ## Private Markets - [Private Markets](https://app.wealthnow.io/docs/private-markets.md): The private-capital graph: 10.6M companies, 3M deals, 4.9M people/executives, 645k investors & funds with returns (IRR/DPI/TVPI), and 100k+ limited partners — all searchable, queryable, and connected. The crown jewel of Wealthnow's alternative data suite, sourced from licensed private-markets archives (updated weekly) with real-time enrichment overlays (headcount, jobs, funding freshness) and automatic going-public detection. ## Tengu Brain - [Tengu Brain](https://app.wealthnow.io/docs/tengu-brain.md): Brain is an OpenAI/Anthropic-compatible agent that orchestrates the FIRM data products for you. You send one natural-language request; Brain plans the work, calls the right FIRM tools server-side, and returns a synthesized answer — you write no tool-calling code. - [Matching the Wealthnow platform chat](https://app.wealthnow.io/docs/chat-parity.md): The Brain agent API spawns the same agent that powers the chat in the Wealthnow platform. Out of the box, a plain messages[] request already gives you fully-orchestrated, tool-using answers. ## API Reference - [API Reference](https://app.wealthnow.io/docs/api-reference.md): Authentication, per-plan access, pagination, errors, and every FIRM endpoint. The API has two surfaces, and they share one key and one credit wallet. ## Endpoint reference Every endpoint, grouped by product: https://app.wealthnow.io/docs/reference.md ### Market Data - [Crypto markets](https://app.wealthnow.io/docs/reference/crypto-quote.md): `GET /api/crypto/{ticker}`. Live crypto quote from the market-data feed (real-time entitlement): last-trade price, change and volume over the las… - [Full liquid crypto universe](https://app.wealthnow.io/docs/reference/crypto-universe.md): `GET /api/crypto/universe`. The full liquid crypto universe: every priced USD pair that clears a dollar-volume floor (default $1M a day), ranked … - [Crypto perp basis](https://app.wealthnow.io/docs/reference/crypto-derivatives-basis.md): `GET /api/v3/crypto/derivatives/basis`. Call this to read CARRY — perpetual premium (mark vs oracle/index) in basis points per venue read first-party, and th… - [Crypto funding (cross-venue)](https://app.wealthnow.io/docs/reference/crypto-derivatives-funding.md): `GET /api/v3/crypto/derivatives/funding`. Call this when you need to know whether a coin's perp market is CROWDED — cross-venue perpetual funding for up to 20 … - [Crypto open interest](https://app.wealthnow.io/docs/reference/crypto-derivatives-open-interest.md): `GET /api/v3/crypto/derivatives/open_interest`. Call this for LEVERAGE in the system — perpetual open interest per base asset in USD: oi_usd_total over the venues re… - [Crypto vol surface (options)](https://app.wealthnow.io/docs/reference/crypto-derivatives-vol-surface.md): `GET /api/v3/crypto/derivatives/vol_surface`. Call this for the OPTIONS market's view — the implied-volatility surface for BTC or ETH from one full-chain read (~1,… - [Exchange listings & delistings](https://app.wealthnow.io/docs/reference/crypto-events-announcements.md): `GET /api/v3/crypto/events/announcements`. Call this to know WHAT an exchange announced and WHEN — listings, delistings and trading-caution flags pulled from se… - [Crypto breaking headlines](https://app.wealthnow.io/docs/reference/crypto-events-headlines.md): `GET /api/v3/crypto/events/headlines`. Call this for what is BREAKING on crypto-native social and blogs right now, already mapped to coins - [On-chain flows & liquidations](https://app.wealthnow.io/docs/reference/crypto-onchain-flows.md): `GET /api/v3/crypto/onchain/flows`. Call this for the numbers that cannot be spun — stablecoin issuance and lending liquidations read straight off the ch… - [Price chart](https://app.wealthnow.io/docs/reference/intel-chart.md): `GET /api/v3/intel/chart/{ticker}`. Candlestick chart with optional RSI/MACD/Bollinger overlays — returns a base64 PNG in a standard image envelope plus … - [ETF holdings](https://app.wealthnow.io/docs/reference/intel-etf-holdings.md): `GET /api/v3/intel/etf_holdings`. ETF composition or inverse-lookup - [ETF summary](https://app.wealthnow.io/docs/reference/intel-etf-summary.md): `GET /api/v3/intel/etf_summary/{ticker}`. One-call ETF intelligence rollup — top holdings + commodity exposure + which other v3 tools work for this ticker ### Crypto Market Data - [Blockchain ids](https://app.wealthnow.io/docs/reference/crypto-market-asset-platforms.md): `GET /api/v3/crypto/market/asset_platforms`. Call this when you need every blockchain (asset platform) id, e.g - [Crypto sectors](https://app.wealthnow.io/docs/reference/crypto-market-categories.md): `GET /api/v3/crypto/market/categories`. Call this when the user asks how crypto sectors are doing (DeFi, layer 1, memes, AI ...): market cap and 24 h change … - [Crypto sector ids](https://app.wealthnow.io/docs/reference/crypto-market-categories-list.md): `GET /api/v3/crypto/market/categories/list`. Call this when you need every category id and name (to pass as category= elsewhere) - [Coin chart](https://app.wealthnow.io/docs/reference/crypto-market-chart.md): `GET /api/v3/crypto/market/chart`. Call this when the user wants a coin's recent price, market cap and volume series (e.g - [Coin chart (date range)](https://app.wealthnow.io/docs/reference/crypto-market-chart-range.md): `GET /api/v3/crypto/market/chart/range`. Call this when the user wants a coin's price, market cap and volume between two exact dates - [Coin details](https://app.wealthnow.io/docs/reference/crypto-market-coin.md): `GET /api/v3/crypto/market/coin`. Call this when the user asks what a coin is, its links, categories, genesis or contract addresses, or wants every mar… - [Coin market table](https://app.wealthnow.io/docs/reference/crypto-market-coins.md): `GET /api/v3/crypto/market/coins`. Call this when the user wants a ranked table of coins (by market cap, volume or name), optionally filtered to ids, sy… - [All coin ids](https://app.wealthnow.io/docs/reference/crypto-market-coins-list.md): `GET /api/v3/crypto/market/coins/list`. Call this when you need every coin's id, symbol and name (about 17,000 rows), e.g - [New coin listings](https://app.wealthnow.io/docs/reference/crypto-market-coins-new.md): `GET /api/v3/crypto/market/coins/new`. Call this when the user asks which coins were listed most recently - [Token by contract](https://app.wealthnow.io/docs/reference/crypto-market-contract.md): `GET /api/v3/crypto/market/contract`. Call this when the user gives a token's contract address and chain and wants to know which coin it is and its market … - [Derivatives venue profile](https://app.wealthnow.io/docs/reference/crypto-market-derivatives-exchange.md): `GET /api/v3/crypto/market/derivatives/exchange`. Call this when the user asks about one derivatives exchange: open interest, volume and, with include_tickers, its con… - [Crypto derivatives venues](https://app.wealthnow.io/docs/reference/crypto-market-derivatives-exchanges.md): `GET /api/v3/crypto/market/derivatives/exchanges`. Call this when the user asks which derivatives exchanges have the most open interest or volume - [Derivatives venue ids](https://app.wealthnow.io/docs/reference/crypto-market-derivatives-exchanges-list.md): `GET /api/v3/crypto/market/derivatives/exchanges/list`. Call this when you need every derivatives exchange id and name - [Crypto exchange profile](https://app.wealthnow.io/docs/reference/crypto-market-exchange.md): `GET /api/v3/crypto/market/exchange`. Call this when the user asks about one exchange: its volume, trust score, country and top pairs - [Bitcoin exchange rates](https://app.wealthnow.io/docs/reference/crypto-market-exchange-rates.md): `GET /api/v3/crypto/market/exchange_rates`. Call this when the user wants Bitcoin's exchange rate against fiat currencies, commodities and other coins - [Exchange trading pairs](https://app.wealthnow.io/docs/reference/crypto-market-exchange-tickers.md): `GET /api/v3/crypto/market/exchange/tickers`. Call this when the user wants every trading pair on one exchange, optionally for given coins (100 per page) - [Exchange volume history](https://app.wealthnow.io/docs/reference/crypto-market-exchange-volume.md): `GET /api/v3/crypto/market/exchange/volume`. Call this when the user asks how an exchange's trading volume changed over time - [Crypto exchanges](https://app.wealthnow.io/docs/reference/crypto-market-exchanges.md): `GET /api/v3/crypto/market/exchanges`. Call this when the user asks which crypto exchanges are the largest or most trusted - [Crypto exchange ids](https://app.wealthnow.io/docs/reference/crypto-market-exchanges-list.md): `GET /api/v3/crypto/market/exchanges/list`. Call this when you need every exchange id and name (to pass as id= elsewhere) - [Crypto market overview](https://app.wealthnow.io/docs/reference/crypto-market-global.md): `GET /api/v3/crypto/market/global`. Call this when the user asks about the whole crypto market: total market cap, 24 h volume and their change, Bitcoin a… - [Crypto market cap history](https://app.wealthnow.io/docs/reference/crypto-market-global-chart.md): `GET /api/v3/crypto/market/global/chart`. Call this when the user wants the total crypto market cap and volume over time - [Coin price history](https://app.wealthnow.io/docs/reference/crypto-market-history.md): `GET /api/v3/crypto/market/history`. Call this when the user asks how a coin's price, market cap or volume moved over a year, five years or its whole life… - [Crypto gainers & losers](https://app.wealthnow.io/docs/reference/crypto-market-movers.md): `GET /api/v3/crypto/market/movers`. Call this when the user asks which coins rose or fell the most (top gainers and losers) over 1h to 1y, filtered to co… - [Coin candles (OHLC)](https://app.wealthnow.io/docs/reference/crypto-market-ohlc.md): `GET /api/v3/crypto/market/ohlc`. Call this when the user wants a coin's open-high-low-close candles - [Coin on a date](https://app.wealthnow.io/docs/reference/crypto-market-on-date.md): `GET /api/v3/crypto/market/on_date`. Call this when the user asks what a coin's price, market cap or volume was on a specific past date - [DEX pool details](https://app.wealthnow.io/docs/reference/crypto-market-onchain-pool.md): `GET /api/v3/crypto/market/onchain/pool`. Call this when the user asks about one decentralised-exchange pool: its prices, liquidity, volume and trades - [On-chain token](https://app.wealthnow.io/docs/reference/crypto-market-onchain-token.md): `GET /api/v3/crypto/market/onchain/token`. Call this when the user asks about a token on a decentralised exchange: its price, liquidity, volume and top pools - [On-chain token prices](https://app.wealthnow.io/docs/reference/crypto-market-onchain-token-price.md): `GET /api/v3/crypto/market/onchain/token_price`. Call this when the user wants the on-chain USD price of tokens by contract address (up to 30 on one chain) - [Trending DEX pools](https://app.wealthnow.io/docs/reference/crypto-market-onchain-trending-pools.md): `GET /api/v3/crypto/market/onchain/trending_pools`. Call this when the user asks which decentralised-exchange pools are trending on a chain - [Coin prices](https://app.wealthnow.io/docs/reference/crypto-market-price.md): `GET /api/v3/crypto/market/price`. Call this when the user only needs the current price of one or more coins (up to 50 symbols or 250 ids), with market … - [Coin profile](https://app.wealthnow.io/docs/reference/crypto-market-profile.md): `GET /api/v3/crypto/market/profile`. Call this when the user asks for a coin's price, market cap, rank, supply or all-time high/low, for one coin or up to… - [Coin search](https://app.wealthnow.io/docs/reference/crypto-market-search.md): `GET /api/v3/crypto/market/search`. Call this to find a coin, exchange, category or NFT by name or symbol when you do not know its id - [Where a coin trades](https://app.wealthnow.io/docs/reference/crypto-market-tickers.md): `GET /api/v3/crypto/market/tickers`. Call this when the user asks where a coin trades: its trading pairs on every exchange, with price, 24 h volume, sprea… - [Public company crypto holdings](https://app.wealthnow.io/docs/reference/crypto-market-treasuries.md): `GET /api/v3/crypto/market/treasuries`. Call this when the user asks which public companies hold Bitcoin or Ether and how much - [Crypto trending (searches)](https://app.wealthnow.io/docs/reference/crypto-market-trending.md): `GET /api/v3/crypto/market/trending`. Call this when the user asks what coins, categories or NFTs are trending in searches right now ### Crypto History - [Crypto derivatives history](https://app.wealthnow.io/docs/reference/crypto-history-derivatives.md): `GET /api/v3/crypto/history/derivatives`. Recorded history of cross-venue perpetual funding, open interest and basis for one base asset, one row per 15-minute … - [Crypto venue history](https://app.wealthnow.io/docs/reference/crypto-history-derivatives-venues.md): `GET /api/v3/crypto/history/derivatives_venues`. Recorded history of every venue row behind the cross-venue funding / open-interest / basis aggregates for one base as… - [Crypto event archive](https://app.wealthnow.io/docs/reference/crypto-history-events.md): `GET /api/v3/crypto/history/events`. The recorded crypto event archive (since 2026-09-02): exchange announcements (listings, delistings, trading cautions)… - [On-chain flow history](https://app.wealthnow.io/docs/reference/crypto-history-onchain.md): `GET /api/v3/crypto/history/onchain`. Recorded history of on-chain flow readings (since 2026-09-02), one row per metric per 15-minute cycle: stablecoin_flo… - [Crypto vol surface history](https://app.wealthnow.io/docs/reference/crypto-history-vol-surface.md): `GET /api/v3/crypto/history/vol_surface`. Recorded history of the BTC or ETH options volatility surface, one row per 15-minute cycle (recorded since 2026-09-02… ### Fundamentals - [All](https://app.wealthnow.io/docs/reference/fundamentals-all.md): `GET /api/v3/fundamentals/all`. All three financial statements (income, balance sheet, cash flow) for a ticker in one call (default quarterly, last 4) - [Balance sheet](https://app.wealthnow.io/docs/reference/fundamentals-balance-sheets.md): `GET /api/v3/fundamentals/balance_sheets`. SEC-reported balance sheets for a ticker: assets, liabilities and equity per period, quarterly or annual (default qua… - [Cash flow](https://app.wealthnow.io/docs/reference/fundamentals-cash-flow-statements.md): `GET /api/v3/fundamentals/cash_flow_statements`. SEC EDGAR cash-flow statements for a ticker — operating, investing, and financing flows per period, quarterly or annu… - [Company facts](https://app.wealthnow.io/docs/reference/fundamentals-company-facts.md): `GET /api/v3/fundamentals/company_facts`. Static company profile for one ticker — sector, industry, CIK, exchange, market cap and employee count (employees; th… - [Company profile](https://app.wealthnow.io/docs/reference/fundamentals-company-full.md): `GET /api/v3/fundamentals/company_full/{ticker}`. One-call company snapshot: profile, latest fiscal year and quarter, trailing twelve months (income, cash flow with it… - [XBRL concepts](https://app.wealthnow.io/docs/reference/xbrl-concepts.md): `GET /api/v3/fundamentals/companyfacts/{ticker}`. Directory of every as-reported XBRL concept (us-gaap/dei/ifrs-full) a company has filed — unit(s), observation count … - [Dividends](https://app.wealthnow.io/docs/reference/fundamentals-dividends.md): `GET /api/v3/fundamentals/dividends`. Dividend profile per ticker — DPS, payout ratio, consecutive-growth streak and 10Y history; accepts comma-separated t… - [Fundamentals](https://app.wealthnow.io/docs/reference/fundamentals-full.md): `GET /api/v3/fundamentals/full/{ticker}`. One-shot fundamentals bundle for a ticker, fetched in parallel: the metrics snapshot (same blocks and labels as funda… - [Growth trajectory](https://app.wealthnow.io/docs/reference/fundamentals-growth.md): `GET /api/v3/fundamentals/growth`. Growth metrics — YoY, 3Y CAGR, 5Y CAGR and margin trends; accepts comma-separated tickers for one-call bulk comparison - [Financial history](https://app.wealthnow.io/docs/reference/fundamentals-historical.md): `GET /api/v3/fundamentals/historical/{ticker}`. Multi-decade historical financial statements for one ticker from SEC EDGAR — income, balance, and cash-flow, filterab… - [Income statement](https://app.wealthnow.io/docs/reference/fundamentals-income-statements.md): `GET /api/v3/fundamentals/income_statements`. SEC-reported income statements (revenue through net income and EPS), quarterly, annual or TTM (default quarterly, las… - [Key metrics (full)](https://app.wealthnow.io/docs/reference/fundamentals-metrics.md): `GET /api/v3/fundamentals/metrics`. Derived financial-metric rows per period for a ticker — P/E, ROE, margins, FCF yield, debt ratios — quarterly, annual… - [Key metrics (snapshot)](https://app.wealthnow.io/docs/reference/fundamentals-metrics-snapshot.md): `GET /api/v3/fundamentals/metrics_snapshot`. Latest fundamentals snapshot for a ticker in one call: profile, latest fiscal year and quarter, a trailing-twelve-mon… - [Company news](https://app.wealthnow.io/docs/reference/fundamentals-news.md): `GET /api/v3/fundamentals/news`. Curated news articles for one ticker from the fundamentals market-data feed, with start_date/end_date filtering (defa… - [Sector peers](https://app.wealthnow.io/docs/reference/fundamentals-peers.md): `GET /api/v3/fundamentals/peers/{ticker}`. Same-industry comparables for a ticker, ranked by revenue, margins and ROE (default 10) - [Price snapshot (fundamentals)](https://app.wealthnow.io/docs/reference/fundamentals-price-snapshot.md): `GET /api/v3/fundamentals/price_snapshot`. Latest quote for one ticker - [Price history](https://app.wealthnow.io/docs/reference/fundamentals-prices.md): `GET /api/v3/fundamentals/prices`. Historical OHLCV bars for one ticker at second/minute/hour/day/week/month granularity (interval_multiplier for e.g - [Stock screener](https://app.wealthnow.io/docs/reference/fundamentals-screener.md): `GET /api/v3/fundamentals/screener`. Multi-filter stock screener combining profitability (ROE, ROA, net margin), growth (revenue, EPS), financial-health (… - [Strategy screens](https://app.wealthnow.io/docs/reference/fundamentals-screener-presets.md): `GET /api/v3/fundamentals/screener/presets`. Catalog of pre-built screener strategies — Aristocrats, Cash Cows, Value, Quality and more - [Ticker search](https://app.wealthnow.io/docs/reference/fundamentals-search.md): `GET /api/v3/fundamentals/search`. Fuzzy company lookup — resolves a free-text name or partial ticker to matching companies (default 10) - [Ticker list](https://app.wealthnow.io/docs/reference/fundamentals-tickers.md): `GET /api/v3/fundamentals/tickers`. Paged listing of the full covered ticker universe, filterable to S&P 500 membership or one sector (limit/page paging:… - [XBRL concept history](https://app.wealthnow.io/docs/reference/xbrl-concept-history.md): `GET /api/v3/fundamentals/xbrl/{ticker}/{concept}`. One XBRL concept's as-reported history — period, value, SEC form, accession, filed date — from SEC EDGAR's live compa… ### Public Filings - [SEC filings](https://app.wealthnow.io/docs/reference/fundamentals-sec-filings.md): `GET /api/v3/fundamentals/sec_filings`. SEC filings list for a ticker — 10-K, 10-Q, 8-K, S-1 and more, with an optional form_type filter (default limit 20) - [SEC filing detail](https://app.wealthnow.io/docs/reference/sec-filing-extract.md): `GET /api/v3/sec/filing/{ticker}/{filing_type}`. The company's latest 10-K, 10-Q or 8-K, read from SEC EDGAR ### Congressional Trades - [Congressional trades](https://app.wealthnow.io/docs/reference/intel-congress.md): `GET /api/v3/intel/congress`. Congressional stock trades from two coverage sources — a realtime cross-ticker feed (provider=options_flow, default) … - [Corporate donors](https://app.wealthnow.io/docs/reference/intel-corporate-donors.md): `GET /api/v3/intel/corporate_donors/{ticker}`. Corporate-PAC donations linked to the ticker's parent company (alternative-data): candidate, committee, amount, trans… - [Politician trades](https://app.wealthnow.io/docs/reference/intel-politicians.md): `GET /api/v3/intel/politicians`. Full US Congress roster (House + Senate, alternative-data) with disclosed trade counts per member ### News & Sentiment - [Analyst coverage](https://app.wealthnow.io/docs/reference/intel-analyst-consensus.md): `GET /api/v3/intel/analyst_consensus/{ticker}`. Analyst consensus: rating_label (Strong Buy…Strong Sell), rating_score (1-5), bucket counts, price_target_avg/high/lo… - [Crypto newswire](https://app.wealthnow.io/docs/reference/intel-news-crypto.md): `GET /api/v3/intel/news_crypto`. The newswire's cryptocurrency channel, live, newest first: title, teaser, url, published (UTC), channels, tags, ticke… - [News headlines](https://app.wealthnow.io/docs/reference/intel-news-headlines.md): `GET /api/v3/intel/news_headlines`. MARKET-WIDE ONLY — never for one ticker's news (that is news_summary) - [Today's movers](https://app.wealthnow.io/docs/reference/intel-news-movers.md): `GET /api/v3/intel/news_movers`. The newswire's movers channel, live, newest first: stories on the biggest gainers, losers, halts and breakouts, with … - [Press releases](https://app.wealthnow.io/docs/reference/intel-news-press-releases.md): `GET /api/v3/intel/news_press_releases`. Company press releases carried on the newswire, live, newest first: title, teaser, url, tickers, published (UTC); bod… - [News pro](https://app.wealthnow.io/docs/reference/intel-news-pro.md): `GET /api/v3/intel/news_pro`. Newswire stories, live: cross-ticker, by ticker (comma-separated, up to 20) or by channel, newest first, with history… - [Why it's moving](https://app.wealthnow.io/docs/reference/intel-news-why-moving.md): `GET /api/v3/intel/news_why_moving`. 'Why It's Moving' explainers, live: short stories on why a stock or coin is making a notable move, newest first, each… - [Twitter mentions](https://app.wealthnow.io/docs/reference/intel-twitter.md): `GET /api/v3/intel/twitter/{ticker}`. Daily Twitter mention volume and follower count for one ticker from the alternative-data feed (default 60 days) - [Crypto sentiment per ticker](https://app.wealthnow.io/docs/reference/news-crypto-all-tickers-sentiment.md): `GET /api/v3/news_crypto/all_tickers_sentiment`. Sentiment leaderboard across the full tracked crypto universe — every coin's sentiment_score over the window (default… - [Crypto news by category](https://app.wealthnow.io/docs/reference/news-crypto-by-category.md): `GET /api/v3/news_crypto/by_category`. Crypto news by section: section='general' for overall crypto-market headlines, section='alltickers' for cross-coin co… - [Crypto events](https://app.wealthnow.io/docs/reference/news-crypto-events.md): `GET /api/v3/news_crypto/events`. Clustered crypto headline events — related stories grouped into discrete events; fetch recent events, filter by ticke… - [Crypto news (latest)](https://app.wealthnow.io/docs/reference/news-crypto-latest.md): `GET /api/v3/news_crypto/latest`. Recent crypto news for one or more symbols: title, source, date, topic tags, and the vendor's own per-article sentime… - [Crypto sentiment (overall)](https://app.wealthnow.io/docs/reference/news-crypto-market-sentiment.md): `GET /api/v3/news_crypto/market_sentiment`. Overall crypto market sentiment rollup across the news feed (no ticker filter) - [Crypto news (multi-ticker)](https://app.wealthnow.io/docs/reference/news-crypto-multi-ticker.md): `GET /api/v3/news_crypto/multi_ticker`. Crypto news where ALL the listed coins co-appear in the same story — a correlation feed - [Crypto sentiment stats](https://app.wealthnow.io/docs/reference/news-crypto-sentiment-stats.md): `GET /api/v3/news_crypto/sentiment_stats`. crypto-news: daily sentiment rollup for a crypto symbol (-1.5 to +1.5) - [Crypto news (summary)](https://app.wealthnow.io/docs/reference/news-crypto-summary.md): `GET /api/v3/news_crypto/summary/{ticker}`. crypto-news: one-shot per-coin intel summary - [Crypto evening digest](https://app.wealthnow.io/docs/reference/news-crypto-sundown.md): `GET /api/v3/news_crypto/sundown`. Evening crypto market-recap digest, published Mon-Fri at 7pm ET - [Crypto news (ticker only)](https://app.wealthnow.io/docs/reference/news-crypto-ticker-only.md): `GET /api/v3/news_crypto/ticker_only`. Crypto news mentioning ONLY the requested coin, with no co-tagged altcoins — the strictest per-coin filter - [Crypto price](https://app.wealthnow.io/docs/reference/news-crypto-ticker-price.md): `GET /api/v3/news_crypto/ticker_price`. Delayed crypto prices with 24h volume and price changes — a single coin, a list, or the top 50 by 24h volume when tic… - [Crypto trending (mentions)](https://app.wealthnow.io/docs/reference/news-crypto-top-mentions.md): `GET /api/v3/news_crypto/top_mentions`. Top 50 most-mentioned crypto tickers over the window (default last7days) — a crypto-attention proxy - [Crypto trending (movers)](https://app.wealthnow.io/docs/reference/news-crypto-trending.md): `GET /api/v3/news_crypto/trending`. Trending crypto headlines, noise-filtered down to top stories only - [Whale watch (summary)](https://app.wealthnow.io/docs/reference/news-crypto-whale-summary.md): `GET /api/v3/news_crypto/whale_summary`. Aggregated whale-transaction stats over the window: total volume, net exchange flow (in vs out), and biggest single tx - [Whale watch (transactions)](https://app.wealthnow.io/docs/reference/news-crypto-whale-transactions.md): `GET /api/v3/news_crypto/whale_transactions`. Large crypto on-chain and exchange transactions for BTC/ETH/SOL/TRX plus major exchanges, filterable by min_amount US… - [News digest](https://app.wealthnow.io/docs/reference/news-aggregated.md): `GET /api/v3/news/aggregated`. MARKET-WIDE feed by default: the aggregated cross-source news stream published in the last N hours (default 24), newe… - [News alerts](https://app.wealthnow.io/docs/reference/news-alerts.md): `GET /api/v3/news/alerts`. Headline-only alert stream — lighter and faster than full news items; category=general for market-wide or tickers for… - [Sentiment per ticker](https://app.wealthnow.io/docs/reference/news-all-tickers-sentiment.md): `GET /api/v3/news/all_tickers_sentiment`. Market-wide daily sentiment of ticker-tagged news over a date_range (default last7days): one row per date with positi… - [News by topic](https://app.wealthnow.io/docs/reference/news-by-topic.md): `GET /api/v3/news/by_topic`. Topic-filtered headlines, optionally per ticker, over a date_range (default last7days, 50 items) - [News category](https://app.wealthnow.io/docs/reference/news-category.md): `GET /api/v3/news/category`. Category-scoped news feed: section=general for market-wide or alltickers for company-tagged stories, filterable by to… - [News curated events](https://app.wealthnow.io/docs/reference/news-curated-events.md): `GET /api/v3/news/curated_events`. Structured market events — clusters of articles about one catalyst (earnings, deals, contracts, rating moves), each w… - [News event](https://app.wealthnow.io/docs/reference/news-event-by-id.md): `GET /api/v3/news/event_by_id`. All news items belonging to one clustered event, looked up by eventid, paginated - [News events](https://app.wealthnow.io/docs/reference/news-events.md): `GET /api/v3/news/events`. Detected market-moving events across the market over a lookback window (hours param, default 24) - [Latest news](https://app.wealthnow.io/docs/reference/news-latest.md): `GET /api/v3/news/latest`. DRILL-DOWN ONLY — never a first-round call and never alongside news_summary (it already includes recent stories) - [Overall market sentiment](https://app.wealthnow.io/docs/reference/news-market-sentiment.md): `GET /api/v3/news/market_sentiment`. Daily sentiment of general market and macro news (the articles the source tags with no ticker) over a date_range (def… - [Multi-ticker news](https://app.wealthnow.io/docs/reference/news-multi-ticker.md): `GET /api/v3/news/multi_ticker`. News stories where ALL the listed tickers co-appear in the same article — a correlation feed - [Analyst ratings](https://app.wealthnow.io/docs/reference/news-ratings.md): `GET /api/v3/news/ratings`. Analyst rating actions — upgrades, downgrades, and initiations, filterable by tickers, rating_type, and date_range; h… - [News sentiment history](https://app.wealthnow.io/docs/reference/news-sentiment-history.md): `GET /api/v3/news/sentiment_history/{ticker}`. Daily aggregated news sentiment for one company back to 2000 — mean event sentiment (ESS), event count and mean relev… - [Sentiment stats](https://app.wealthnow.io/docs/reference/news-sentiment-stats.md): `GET /api/v3/news/sentiment_stats`. Daily news-sentiment rollup for one ticker: a -1.5 to +1.5 score per day with article counts, over a date_range (defa… - [News brief](https://app.wealthnow.io/docs/reference/news-summary.md): `GET /api/v3/news/summary/{ticker}`. One-shot news intelligence for a ticker: stories of the last 24 hours (news_count_24h counts them all; the newest 20 … - [Evening digest](https://app.wealthnow.io/docs/reference/news-sundown.md): `GET /api/v3/news/sundown`. Curated end-of-day 'sundown' digest — a market-close recap of the day's news from the newswire, one per trading day, … - [Ticker news](https://app.wealthnow.io/docs/reference/news-ticker-news.md): `GET /api/v3/news/ticker_news`. FILTERED-SEARCH ONLY — reach for this when the user specifies filters (topic, source, sentiment, date_range, article/… - [News ticker only](https://app.wealthnow.io/docs/reference/news-ticker-only.md): `GET /api/v3/news/ticker_only`. News stories tagged with ONLY this one ticker — the strictest filter, excluding articles that co-tag competitors or p… - [Trending tickers](https://app.wealthnow.io/docs/reference/news-top-mentions.md): `GET /api/v3/news/top_mentions`. Most-mentioned tickers in the news over a window (default today), optionally filtered by sector, each with mention co… - [Trending news](https://app.wealthnow.io/docs/reference/news-trending.md): `GET /api/v3/news/trending`. DRILL-DOWN ONLY — never alongside news_summary (it already includes trending status) ### Macro, Rates & FX - [Macro dashboard](https://app.wealthnow.io/docs/reference/macro-dashboard.md): `GET /api/macro`. One-call macro dashboard - [Market regime](https://app.wealthnow.io/docs/reference/market-regime.md): `GET /api/regime`. Current market regime label plus the model's regime probabilities - [Next earnings (consensus)](https://app.wealthnow.io/docs/reference/earnings-next.md): `GET /api/v3/earnings/next/{ticker}`. Use when: the user asks for a specific ticker's next earnings date, when a company reports, the earnings calendar ent… - [Earnings next stream](https://app.wealthnow.io/docs/reference/earnings-next-stream.md): `GET /api/v3/earnings/next/{ticker}/stream`. STREAMING variant of ``earnings_next`` — same consensus contract, delivered as Server-Sent Events (text/event-stream) - [Economic calendar](https://app.wealthnow.io/docs/reference/intel-calendar-economics.md): `GET /api/v3/intel/calendar/economics`. UNAVAILABLE: the macro calendar's live feed stopped on 2026-06-30 and was retired on 2026-09-24, and no other source … - [Analyst calendar](https://app.wealthnow.io/docs/reference/intel-calendar-ratings.md): `GET /api/v3/intel/calendar/ratings`. Analyst rating actions and price-target changes, live: analyst_firm, action_company (Upgrades/Downgrades/Initiates/Re… - [Futures positioning](https://app.wealthnow.io/docs/reference/intel-cftc-cot.md): `GET /api/v3/intel/cftc_cot`. CFTC Commitments-of-Traders positioning for COMMODITY futures (the Disaggregated report: energy, metals, grains, live… - [Commodities](https://app.wealthnow.io/docs/reference/intel-commodities.md): `GET /api/v3/intel/commodities`. Live prices for the macro commodities (oil WTI/Brent, gold, silver, nat-gas, copper) - [Earnings history](https://app.wealthnow.io/docs/reference/intel-earnings-history.md): `GET /api/v3/intel/earnings_history/{ticker}`. Last N quarters of earnings for a ticker — report date, EPS estimate vs actual, surprise %, and the earnings-reaction… - [Cross-asset snapshot](https://app.wealthnow.io/docs/reference/intel-macro-snapshot.md): `GET /api/v3/intel/macro_snapshot`. NOW WITH a `credit` block: CDX IG/HY on-the-run 5Y composite spreads + 1-session delta (T-2 by source, cadence-aware … - [T-bill yields](https://app.wealthnow.io/docs/reference/intel-risk-free-rate.md): `GET /api/v3/intel/risk_free_rate`. Current US T-bill yields + parked-cash quick-reference - [Street estimates](https://app.wealthnow.io/docs/reference/intel-street-estimates.md): `GET /api/v3/intel/street_estimates/{ticker}`. Street consensus EPS + options-implied expected move per earnings event, with an 8-quarter history (est vs actual vs … - [Yield curve](https://app.wealthnow.io/docs/reference/intel-yield-curve.md): `GET /api/v3/intel/yield_curve`. US Treasury yield curve + recession-watch spreads + breakeven inflation - [Macro treasury curve](https://app.wealthnow.io/docs/reference/macro-treasury-curve.md): `GET /api/v3/macro/treasury_curve`. US Treasury yield curve from the Treasury's own daily par yield curve, posted the same business day: all 11 tenors 1m… - [Forex news by category](https://app.wealthnow.io/docs/reference/news-forex-by-category.md): `GET /api/v3/news_forex/by_category`. Macro and cross-pair FX news: section='general' = market macro (Fed, CPI, ECB, NFP, BoJ, BoE), section='alltickers' =… - [Forex calendar](https://app.wealthnow.io/docs/reference/news-forex-economic-calendar.md): `GET /api/v3/news_forex/economic_calendar`. Economic calendar with actual, forecast, and previous values for macro releases (Fed/CPI/NFP/ECB) — these prints are … - [Forex events](https://app.wealthnow.io/docs/reference/news-forex-events.md): `GET /api/v3/news_forex/events`. Clustered FX news events from a forex newswire — high press-coverage stories like central-bank decisions, rate hikes,… - [Forex news (latest)](https://app.wealthnow.io/docs/reference/news-forex-latest.md): `GET /api/v3/news_forex/latest`. Recent FX news with sentiment for one or more currency pairs: title, source, sentiment (Positive/Neutral/Negative), d… - [Forex sentiment (overall)](https://app.wealthnow.io/docs/reference/news-forex-market-sentiment.md): `GET /api/v3/news_forex/market_sentiment`. Overall FX market sentiment rollup (no pair filter) — gauges DXY-style market posture rather than any single pair - [Forex rates](https://app.wealthnow.io/docs/reference/news-forex-prices.md): `GET /api/v3/news_forex/prices`. Live FX mid prices (15-min upstream refresh): pass pairs for specific quotes (e.g - [Forex sentiment stats](https://app.wealthnow.io/docs/reference/news-forex-sentiment-stats.md): `GET /api/v3/news_forex/sentiment_stats`. fx-news: daily sentiment rollup for an FX pair (-1.5 to +1.5) - [Forex news (summary)](https://app.wealthnow.io/docs/reference/news-forex-summary.md): `GET /api/v3/news_forex/summary/{pair}`. fx-news: one-shot per-pair intel summary - [Forex evening digest](https://app.wealthnow.io/docs/reference/news-forex-sundown-digest.md): `GET /api/v3/news_forex/sundown_digest`. Daily evening FX market summary article - [Forex trending (mentions)](https://app.wealthnow.io/docs/reference/news-forex-top-mentions.md): `GET /api/v3/news_forex/top_mentions`. fx-news: most-mentioned FX pairs over a window with sentiment tilt - [Forex trending (movers)](https://app.wealthnow.io/docs/reference/news-forex-trending.md): `GET /api/v3/news_forex/trending`. Trending FX headlines, noise-filtered down to top stories only - [Macro pulse](https://app.wealthnow.io/docs/reference/origin-macro-pulse.md): `GET /api/v3/origin/macro_pulse`. One call for the cross-asset state of the world from the issuing authorities: volatility futures TERM STRUCTURE (cont… - [Cross-asset signals](https://app.wealthnow.io/docs/reference/signals-cross-asset.md): `GET /api/v3/signals/cross_asset`. Cross-asset regime signals — the regime read taken across asset classes rather than from single tickers ### Volatility & Positioning - [COT trader categories](https://app.wealthnow.io/docs/reference/positioning-cot.md): `GET /api/v3/positioning/cot`. COMMITMENTS OF TRADERS, FULL DISAGGREGATED REPORT (CFTC, commodity futures only): per market, each trader category (p… - [Volatility index history](https://app.wealthnow.io/docs/reference/volatility-vix-indices.md): `GET /api/v3/volatility/vix_indices`. VOLATILITY INDEX HISTORY: daily open, high, low and close of VIX (S&P 500 30-day implied volatility), VXO (S&P 100, t… - [VIX futures curve](https://app.wealthnow.io/docs/reference/volatility-vx-curve.md): `GET /api/v3/volatility/vx_curve`. VIX FUTURES CURVE: the monthly VIX futures' daily settlements for one session (contract_month, expiration, days_to_ex… ### Quant Signals - [ML predict](https://app.wealthnow.io/docs/reference/ml-predict.md): `GET /api/ml/predict/{ticker}`. Latest ML ensemble prediction for one ticker: blended_score, conviction, decile rank, and per-voter sub-scores - [ML top picks](https://app.wealthnow.io/docs/reference/ml-top-picks.md): `GET /api/ml/top-picks`. Top-N ranked tickers from the latest ML ensemble scoring snapshot, optionally floored by min_conviction - [ML weights](https://app.wealthnow.io/docs/reference/ml-weights.md): `GET /api/ml/weights`. ML ensemble voter weights (latest history row, broken out per market regime) - [ML weights history](https://app.wealthnow.io/docs/reference/ml-weights-history.md): `GET /api/ml/weights/history`. Time series of ML ensemble voter weights (per regime, newest first; days=1-365, default 30) - [Price snapshot (live)](https://app.wealthnow.io/docs/reference/quote-and-fundamentals.md): `GET /api/snapshot/{ticker}`. Live price snapshot for one ticker: latest price plus basic trading stats - [Factor decay](https://app.wealthnow.io/docs/reference/factor-decay.md): `GET /api/v2/features/decay`. IC/IR half-life per factor — how fast each factor's predictive power decays - [Feature importance](https://app.wealthnow.io/docs/reference/feature-importance.md): `GET /api/v2/features/importance`. Top-N feature importances for the prediction models (default top 50, optionally filtered to one model) - [Model drift](https://app.wealthnow.io/docs/reference/model-drift.md): `GET /api/v2/models/drift`. Feature and prediction drift over a rolling window (default 30 days) - [Prediction intervals](https://app.wealthnow.io/docs/reference/prediction-intervals.md): `GET /api/v2/predict/{ticker}/intervals`. Conformal band around one ticker's SCORE at the requested miscoverage alpha (default 0.1 = 90%) - [Model scores (batch)](https://app.wealthnow.io/docs/reference/multi-horizon-batch.md): `GET /api/v2/predict/multi_horizon`. Multi-horizon model ranks for up to 200 tickers in one call - [Regime forecast](https://app.wealthnow.io/docs/reference/regime-forecast.md): `GET /api/v2/regime/forecast`. Forecast regime probabilities N days ahead (default 21-day horizon) - [Regime history](https://app.wealthnow.io/docs/reference/regime-history.md): `GET /api/v2/regime/history`. Historical regime labels over the last N days (default 180) - [Signal correlation](https://app.wealthnow.io/docs/reference/signal-correlation.md): `GET /api/v2/signals/correlation`. Correlation matrix across the voter signals feeding the ensemble - [Trade screens](https://app.wealthnow.io/docs/reference/trade-setups.md): `GET /api/v3/decision/trade_setups`. Top trade setups from the decision engine with **defensive-alternates baked in** - [Final verdict](https://app.wealthnow.io/docs/reference/ultimate-decision.md): `GET /api/v3/decision/ultimate`. Ultimate-engine aggregate decision for one ticker — the top-level verdict aggregated across the engine stack - [Universe scan](https://app.wealthnow.io/docs/reference/universe-scan.md): `GET /api/v3/decision/universe_scan`. Latest universe-scanner output: the most recent scan results across the tradable universe, up to `limit` names (defau… - [Factor characteristics](https://app.wealthnow.io/docs/reference/factor-characteristics.md): `GET /api/v3/factors/characteristics/{ticker}`. Latest monthly firm-characteristic vector from the academic firm-characteristic panel (~460 columns incl - [Factor signal history](https://app.wealthnow.io/docs/reference/factor-characteristic-history.md): `GET /api/v3/factors/characteristics/{ticker}/history`. Monthly time series of ONE factor characteristic for a stock (e.g - [Factor exposures](https://app.wealthnow.io/docs/reference/factor-exposures.md): `GET /api/v3/factors/exposures/{ticker}`. Rolling factor betas (Fama-French 5 + momentum) for one stock: beta_mkt/smb/hml/rmw/cma/umd with alpha, idiosyncratic… - [Factor predictors](https://app.wealthnow.io/docs/reference/factor-predictors.md): `GET /api/v3/factors/predictors/{ticker}`. academic open-source predictor panel for one stock — a compact vector of 13 replicated accounting anomalies (Sloan ac… - [Feature panel](https://app.wealthnow.io/docs/reference/features-dataset.md): `GET /api/v3/features/{dataset}`. READ ONE DERIVED FEATURE PANEL — the model-ready research features this platform computes for itself: price/return an… - [Feature store catalogue](https://app.wealthnow.io/docs/reference/features-catalogue.md): `GET /api/v3/features/datasets`. FEATURE-STORE CATALOGUE — the derived research panels this platform computes for its own models: what exists, how muc… - [Factor importance](https://app.wealthnow.io/docs/reference/intel-factor-importance.md): `GET /api/v3/intel/factor_importance`. What drives the model: Fama-French 5-factor loadings showing which systematic factors explain the strategy's returns,… - [What's driving it](https://app.wealthnow.io/docs/reference/intel-ml-drivers.md): `GET /api/v3/intel/ml_drivers/{ticker}`. UNAVAILABLE: no SHAP drivers can be served - [Quant signal](https://app.wealthnow.io/docs/reference/intel-ml-prediction.md): `GET /api/v3/intel/ml_prediction/{ticker}`. Stored equity model SCORE, available voter evidence, and nullable interval bounds - [Signal drivers](https://app.wealthnow.io/docs/reference/intel-voter-attribution.md): `GET /api/v3/intel/voter_attribution/{ticker}`. Causal attribution for a voter's score on a ticker - [Voter IC drift (raw)](https://app.wealthnow.io/docs/reference/intel-voter-ic-drift.md): `GET /api/v3/intel/voter_ic_drift`. UNAVAILABLE: the voter IC-drift table is empty (not produced yet), so the answer has no voter rows - [Prediction accuracy](https://app.wealthnow.io/docs/reference/prediction-accuracy.md): `GET /api/v3/learning/accuracy`. Realised-vs-predicted accuracy over a rolling window (window_days, default 90) — how well predictions matched what ac… - [Prediction tracking](https://app.wealthnow.io/docs/reference/prediction-tracker.md): `GET /api/v3/learning/prediction_tracker`. Recent predictions with their resolution state, up to `limit` entries (default 200) — each call and whether it has re… - [Combined signals](https://app.wealthnow.io/docs/reference/signals-fusion.md): `GET /api/v3/signals/fusion`. Latest fused signals across all voters — the combined signal after voter aggregation, up to `limit` names (default 10… - [Stream alerts](https://app.wealthnow.io/docs/reference/stream-alerts.md): `GET /api/v3/stream/alerts`. UNAVAILABLE: no producer publishes risk or guardrail alerts, so a connect answers 503 upstream_unavailable (error_cod… - [Stream bars](https://app.wealthnow.io/docs/reference/stream-bars.md): `GET /api/v3/stream/bars`. SSE stream of live 1-minute OHLCV bars for EVERY US-listed ticker (no subscribe step needed — the all-ticker feed is … - [Stream decisions](https://app.wealthnow.io/docs/reference/stream-decisions.md): `GET /api/v3/stream/decisions`. SSE stream of decision-lifecycle events - [Stream events](https://app.wealthnow.io/docs/reference/stream-events.md): `GET /api/v3/stream/events`. Per-user SSE event stream, scoped to the calling key: a customer key reads only its own namespace, whatever user_id i… - [Stream market events](https://app.wealthnow.io/docs/reference/stream-market-events.md): `GET /api/v3/stream/market_events`. UNAVAILABLE: no producer publishes market events, so a connect answers 503 upstream_unavailable (error_code producer_… - [Stream news](https://app.wealthnow.io/docs/reference/stream-news.md): `GET /api/v3/stream/news`. UNAVAILABLE: no news producer publishes the live news stream, so a connect answers 503 upstream_unavailable (error_co… - [Stream quotes](https://app.wealthnow.io/docs/reference/stream-quotes.md): `GET /api/v3/stream/quotes`. SSE stream of live per-venue bid/ask quote events for the requested symbols (bid/ask price+size + per-side venue IDs) - [Stream realtime guide](https://app.wealthnow.io/docs/reference/stream-realtime-guide.md): `GET /api/v3/stream/realtime_guide`. Agent protocol for real-time queries: which SSE feed maps to which intent (live price, bars, quotes, signals, decisio… - [Stream signals](https://app.wealthnow.io/docs/reference/stream-signals.md): `GET /api/v3/stream/signals`. SSE stream of fused signals - [Stream ticks](https://app.wealthnow.io/docs/reference/stream-ticks.md): `GET /api/v3/stream/ticks`. SSE stream of live US-equity trades - [Position sizing](https://app.wealthnow.io/docs/reference/kelly-uncertainty.md): `GET /api/v3/validation/{ticker}/kelly_uncertainty`. Uncertainty-discounted Kelly fraction for one ticker — the bet size after haircutting full Kelly for estimation error… - [CPCV validation](https://app.wealthnow.io/docs/reference/cpcv.md): `POST /api/v3/validation/cpcv`. Subsample Sharpe dispersion over the combinatorial group splits of CPCV (AFML Ch - [Deflate](https://app.wealthnow.io/docs/reference/deflate.md): `POST /api/v3/validation/deflate`. Deflates a supplied Sharpe ratio using the registry's lifetime trial count — no need to pass trials yourself - [Deflated Sharpe](https://app.wealthnow.io/docs/reference/deflated-sharpe.md): `POST /api/v3/validation/deflated_sharpe`. Deflated Sharpe Ratio (AFML Ch.11) from an observed Sharpe given the number of trials, observations, and higher momen… ### Funds & Institutional - [Insider clusters](https://app.wealthnow.io/docs/reference/insider-clusters.md): `GET /api/insider/clusters`. Clusters of insider buying across companies: tickers where two or more distinct insiders made purchases (Form 4 code … - [Insider Form-4 filings](https://app.wealthnow.io/docs/reference/fundamentals-insider-trades.md): `GET /api/v3/fundamentals/insider_trades`. Form-4 insider transactions for one ticker — officer and director buys and sells (default limit 50) - [Institutional ownership](https://app.wealthnow.io/docs/reference/fundamentals-institutional-ownership.md): `GET /api/v3/fundamentals/institutional_ownership`. 13F institutional holdings for one ticker, itemized by holding institution (default limit 50) - [Fundamentals segments](https://app.wealthnow.io/docs/reference/fundamentals-segments.md): `GET /api/v3/fundamentals/segments/{ticker}`. Business + geographic SEGMENT breakdown for one company — decomposes a fiscal period into reportable segments by line… - [Mutual fund ownership](https://app.wealthnow.io/docs/reference/funds-mutual-fund-ownership.md): `GET /api/v3/funds/mutual_fund_ownership/{ticker}`. Which mutual funds hold a stock — each fund's portfolio number (fund names are not held yet: fund_name is null, and s… - [Insider trades (newswire)](https://app.wealthnow.io/docs/reference/intel-insider-trades.md): `GET /api/v3/intel/insider_trades/{ticker}`. SEC Form 4 insider trades for one ticker — recent buys and sells by officers, directors, and large holders (default 2… - [Insider activity](https://app.wealthnow.io/docs/reference/intel-insiders.md): `GET /api/v3/intel/insiders`. Live cross-ticker Form-4 insider-transaction feed (alternative-data, last ~20k rows): name, transaction_code, shares,… - [Institutional holdings](https://app.wealthnow.io/docs/reference/intel-sec13f.md): `GET /api/v3/intel/sec13f`. 13F position snapshots from the institutional 13F archive: fund, ticker, shares, value_usd, report_period — the insti… - [13F holder history](https://app.wealthnow.io/docs/reference/intel-sec13f-history.md): `GET /api/v3/intel/sec13f_history/{ticker}`. Institutional-holder history — a holder × quarter matrix of 13F positions (shares per quarter-end + latest value, eac… - [Institutional changes](https://app.wealthnow.io/docs/reference/intel-sec13f-changes.md): `GET /api/v3/intel/sec13f/changes`. Quarter-over-quarter 13F position deltas from the institutional 13F archive, sign preserved: positive = added, negati… - [Guidance history](https://app.wealthnow.io/docs/reference/intel-street-estimates-guidance.md): `GET /api/v3/intel/street_estimates_guidance/{ticker}`. Management guidance history — every company-issued guidance range (measure, period, low/high, announce date, street c… - [Estimate revisions](https://app.wealthnow.io/docs/reference/intel-street-estimates-history.md): `GET /api/v3/intel/street_estimates_history/{ticker}`. Analyst-level estimate revision timeline — every individual broker estimate (announce/revision dates, analyst id, fis… - [Top shareholders](https://app.wealthnow.io/docs/reference/intel-top-shareholders.md): `GET /api/v3/intel/top_shareholders/{ticker}`. Top institutional / fund / insider shareholders for a ticker (13F archive first, alternative-data fallback), as two l… - [Insider flow](https://app.wealthnow.io/docs/reference/origin-insider-flow.md): `GET /api/v3/origin/insider_flow/{ticker}`. Insider transactions straight from the Form 4 filings: owner, title, transaction code, direction, shares, price and s… - [Whale holdings](https://app.wealthnow.io/docs/reference/origin-whale-holdings.md): `GET /api/v3/origin/whale_holdings`. What the tracked managers own, as filed on Form 13F: each manager's latest filing, when it is for the quarter now due… - [Corporate actions](https://app.wealthnow.io/docs/reference/prices-corporate-actions.md): `GET /api/v3/prices/corporate_actions/{ticker}`. Complete corporate-action history — every cash dividend, stock split and distribution back to first listing, from the… - [Deep price history](https://app.wealthnow.io/docs/reference/prices-history.md): `GET /api/v3/prices/history/{ticker}`. Survivorship-bias-free daily price history — archive daily closes, returns, volume and cumulative split adjustment fa… ### Alt-Data - [EPS surprise history](https://app.wealthnow.io/docs/reference/estimates-history-earnings-surprises.md): `GET /api/v3/estimates_history/earnings_surprises/{ticker}`. A ticker's quarterly EPS estimate vs actual as the estimates feed published them, from the archive: period_end (calen… - [Insider sentiment history](https://app.wealthnow.io/docs/reference/estimates-history-insider-sentiment.md): `GET /api/v3/estimates_history/insider_sentiment/{ticker}`. A ticker's monthly insider sentiment from the estimates feed's archive: mspr, the feed's monthly share purchase ratio… - [Analyst rating counts](https://app.wealthnow.io/docs/reference/estimates-history-recommendations.md): `GET /api/v3/estimates_history/recommendations/{ticker}`. A ticker's monthly analyst rating counts from the estimates feed's archive: strong buy, buy, hold, sell and strong se… - [Point-in-time coverage](https://app.wealthnow.io/docs/reference/fundamentals-pit-coverage.md): `GET /api/v3/fundamentals/pit_coverage`. The honest bounds of the point-in-time primitive: how many published versions are held, for how many companies, the s… - [Point-in-time financials](https://app.wealthnow.io/docs/reference/fundamentals-pit.md): `GET /api/v3/fundamentals/pit/{ticker}`. WHAT THE MARKET ACTUALLY KNEW on a given date — as-FIRST-REPORTED quarterly financials for a ticker as they stood on … - [Restatement history](https://app.wealthnow.io/docs/reference/fundamentals-pit-vintages.md): `GET /api/v3/fundamentals/pit/{ticker}/vintages`. THE RESTATEMENT TRAIL for one fiscal quarter — every published version of the period in order, each with the day it b… - [Governance dossier](https://app.wealthnow.io/docs/reference/governance-dossier.md): `GET /api/v3/governance/{ticker}`. One-call corporate-governance dossier: board size + composition (independent vs executive directors, current members)… - [Accounting red flags](https://app.wealthnow.io/docs/reference/accounting-flags.md): `GET /api/v3/intel/accounting_flags/{ticker}`. Forensic accounting red flags with plain-language reasons, from the forensic-audit dataset: fraud/SEC-investigation/a… - [Executive pay](https://app.wealthnow.io/docs/reference/intel-exec-compensation.md): `GET /api/v3/intel/exec_compensation/{ticker}`. Annual executive compensation history for a ticker (alternative-data): CEO + named officers, one row per executive an… - [Government contracts (live)](https://app.wealthnow.io/docs/reference/intel-gov-contracts-live.md): `GET /api/v3/intel/gov_contracts_live`. Quarterly federal-contract award totals across tickers (alternative-data): one total per ticker and US federal fiscal… - [Government contracts](https://app.wealthnow.io/docs/reference/intel-gov-contracts.md): `GET /api/v3/intel/gov_contracts/{ticker}`. Federal contract awards to one ticker's company as QUARTERLY TOTALS (not individual awards) on the US federal fiscal … - [Insider flow coverage](https://app.wealthnow.io/docs/reference/intel-insider-flow-coverage.md): `GET /api/v3/intel/insider_flow_coverage`. What insider history exists, for which dates, and how much of it carries a Rule 10b5-1 plan flag — rows by record typ… - [Insider flow (10b5-1 split)](https://app.wealthnow.io/docs/reference/intel-insider-flow.md): `GET /api/v3/intel/insider_flow/{ticker}`. INSIDER TRANSACTIONS SPLIT BY WHETHER THE TRADE WAS PRE-SCHEDULED — Form 4/5 activity for one company with the metada… - [Intent-to-sell notices](https://app.wealthnow.io/docs/reference/intel-insider-form144.md): `GET /api/v3/intel/insider_form144/{ticker}`. INSIDER INTENT-TO-SELL NOTICES — supply before it hits the tape - [Lobbying activity](https://app.wealthnow.io/docs/reference/intel-lobbying.md): `GET /api/v3/intel/lobbying/{ticker}`. Corporate lobbying filings for one ticker, newest first (client, registrant, amount, issues, filing date; limit, defa… - [Patents](https://app.wealthnow.io/docs/reference/intel-patents.md): `GET /api/v3/intel/patents/{ticker}`. Issued USPTO patents tagged to one ticker — date, title, IPC class, claim count, and abstract for each (default 25) —… - [Ownership data coverage](https://app.wealthnow.io/docs/reference/intel-top-shareholders-coverage.md): `GET /api/v3/intel/top_shareholders_coverage`. How much institutional-ownership history has actually landed — per quarter: rows, securities and distinct holders hel… - [Top shareholders (current)](https://app.wealthnow.io/docs/reference/intel-top-shareholders-current.md): `GET /api/v3/intel/top_shareholders_current/{ticker}`. CURRENT INSTITUTIONAL HOLDERS of a company, largest first — holder-level positions with shares, market value (USD), p… - [Retail chatter](https://app.wealthnow.io/docs/reference/intel-wsb.md): `GET /api/v3/intel/wsb/{ticker}`. Daily r/wallstreetbets mention count and sentiment for one ticker from the alternative-data feed, newest day first (l… - [Shipping chokepoints](https://app.wealthnow.io/docs/reference/macro-history-chokepoints.md): `GET /api/v3/macro_history/chokepoints`. Daily ship transits and estimated cargo (metric tons) through 24 maritime chokepoints (Suez Canal, Panama Canal, Stra… - [Dealer positioning history](https://app.wealthnow.io/docs/reference/macro-history-dealer-positioning.md): `GET /api/v3/macro_history/dealer_positioning`. Weekly primary-dealer NET positions in Treasury bills, coupons by maturity bucket, TIPS, floating-rate notes and agen… - [Fed Treasury holdings](https://app.wealthnow.io/docs/reference/macro-history-fed-holdings.md): `GET /api/v3/macro_history/fed_holdings`. The Federal Reserve's Treasury holdings (System Open Market Account), weekly as of each Wednesday: total par in USD a… - [Leading indicators history](https://app.wealthnow.io/docs/reference/macro-history-leading-indicators.md): `GET /api/v3/macro_history/leading_indicators`. OECD composite leading indicators, monthly, by country or area (US, China, G7, G20 and 18 more): amplitude-adjusted i… - [Economic series list](https://app.wealthnow.io/docs/reference/macro-history-series-catalog.md): `GET /api/v3/macro_history/series`. Catalogue of the 68 U.S - [Economic series history](https://app.wealthnow.io/docs/reference/macro-history-series.md): `GET /api/v3/macro_history/series/{series_id}`. One U.S - [S&P 500 valuation history](https://app.wealthnow.io/docs/reference/macro-history-sp500-valuation.md): `GET /api/v3/macro_history/sp500_valuation`. S&P 500 valuation, monthly since 1871: CAPE (price over ten years of inflation-adjusted earnings), trailing P/E (rati… - [Treasury auction results](https://app.wealthnow.io/docs/reference/macro-history-treasury-auctions.md): `GET /api/v3/macro_history/treasury_auctions`. U.S - [13F position changes](https://app.wealthnow.io/docs/reference/ownership-changes.md): `GET /api/v3/ownership/changes/{ticker}`. Quarter-over-quarter 13F position changes in a US stock: new, added, reduced and exited positions per filer, largest … - [13F filer holdings](https://app.wealthnow.io/docs/reference/ownership-filer.md): `GET /api/v3/ownership/filer/{filer_id}`. One 13F filer's holdings at a quarter-end, largest value first: CUSIP, the ticker at the report period, shares, value… - [13F filer search](https://app.wealthnow.io/docs/reference/ownership-filers.md): `GET /api/v3/ownership/filers`. Find 13F filers by name: filer_id, manager name, entity type code, the newest report period and filing date held, and… - [13F holders](https://app.wealthnow.io/docs/reference/ownership-holders.md): `GET /api/v3/ownership/holders/{ticker}`. Every 13F institutional holder of a US stock at one quarter-end, largest first: filer id, manager name, entity type c… - [Crosswalk (batch)](https://app.wealthnow.io/docs/reference/reference-batch.md): `GET /api/v3/reference/batch`. BATCH CROSSWALK — up to 100 symbols resolved in ONE pass, each returning its current identifiers (CUSIP9, CUSIP8, ISI… - [Crosswalk coverage](https://app.wealthnow.io/docs/reference/reference-coverage.md): `GET /api/v3/reference/coverage`. CROSSWALK COVERAGE — what the reference dataset actually contains, measured live and stated as numbers rather than ad… - [Identifier crosswalk](https://app.wealthnow.io/docs/reference/reference-crosswalk.md): `GET /api/v3/reference/crosswalk/{symbol}`. IDENTITY CROSSWALK for one symbol — every identifier the security and its issuer carry, which rung matched, and how c… - [Identifier history](https://app.wealthnow.io/docs/reference/reference-history.md): `GET /api/v3/reference/history/{symbol}`. IDENTIFIER HISTORY for one symbol — every identifier this security has ever been bound to, with the dates each bindin… - [Identifier lookup](https://app.wealthnow.io/docs/reference/reference-lookup.md): `GET /api/v3/reference/lookup`. REVERSE IDENTIFIER LOOKUP — give it a CUSIP, ISIN, SEDOL, ticker, estimate-vendor ticker, gvkey, regulator filer numb… - [Revenue by country](https://app.wealthnow.io/docs/reference/supply-chain-geo-revenue.md): `GET /api/v3/supply_chain/geo_revenue/{ticker}`. GEOGRAPHIC REVENUE EXPOSURE for one company — where the revenue actually comes from, estimated region by region and c… - [Supply chain map](https://app.wealthnow.io/docs/reference/supply-chain-relationships.md): `GET /api/v3/supply_chain/relationships/{ticker}`. The SUPPLY-CHAIN GRAPH around one company — its customers, suppliers, competitors and partners in one call, each with… - [Revenue dependence](https://app.wealthnow.io/docs/reference/supply-chain-revenue-dependence.md): `GET /api/v3/supply_chain/revenue_dependence/{ticker}`. REVENUE DEPENDENCE, both sides — the revenue-at-risk map around one company - [Layoff screen](https://app.wealthnow.io/docs/reference/workforce-layoff-screen.md): `GET /api/v3/workforce/layoff_screen`. CROSS-SECTIONAL LAYOFF SCREEN — which listed companies filed WARN-Act layoff notices in the last N days, ranked by em… - [Layoff filings](https://app.wealthnow.io/docs/reference/workforce-layoffs.md): `GET /api/v3/workforce/layoffs/{ticker}`. WARN-Act LAYOFF FILINGS for one company — the public notices an employer must file WEEKS BEFORE a cut, so they lead t… - [Hiring screen](https://app.wealthnow.io/docs/reference/workforce-momentum-screen.md): `GET /api/v3/workforce/momentum_screen`. CROSS-SECTIONAL HIRING SCREEN — rank listed employers by headcount growth between the panel's latest month and N mont… - [Hiring momentum](https://app.wealthnow.io/docs/reference/workforce-momentum.md): `GET /api/v3/workforce/momentum/{ticker}`. Monthly EMPLOYMENT MOMENTUM for one company — headcount trend, hiring vs attrition and salary level, from a monthly w… ### Options Flow - [Short interest (v2)](https://app.wealthnow.io/docs/reference/short-interest.md): `GET /api/v2/short-interest/{ticker}`. Short interest for one ticker: the latest settled short interest (shares short, average daily volume, days-to-cover) … - [Borrow cost history](https://app.wealthnow.io/docs/reference/intel-borrow-cost-history.md): `GET /api/v3/intel/borrow_cost_history/{ticker}`. Daily securities-lending borrow-cost HISTORY for one ticker from the licensed-research warehouse (default: last 90 da… - [Borrow cost](https://app.wealthnow.io/docs/reference/intel-borrow-cost.md): `GET /api/v3/intel/borrow_cost/{ticker}`. Securities-lending borrow cost (annualized fee %, rebate, utilization, shares available) — LIVE - [Dark pool history](https://app.wealthnow.io/docs/reference/intel-darkpool-history.md): `GET /api/v3/intel/darkpool_history/{ticker}`. Historical dark-pool (off-exchange) prints for one ticker — the per-print warehouse capture behind the live /intel/da… - [Dark pool prints (ticker)](https://app.wealthnow.io/docs/reference/intel-darkpool-ticker.md): `GET /api/v3/intel/darkpool/{ticker}`. Dark-pool prints for one ticker from the options-flow feed (default 50), with the same fields as intel_darkpool_recen… - [Dark pool prints (recent)](https://app.wealthnow.io/docs/reference/intel-darkpool-recent.md): `GET /api/v3/intel/darkpool/recent`. Most recent dark-pool prints across all tickers from the options-flow feed (default 50): size, price, notional, execu… - [ETF options tide](https://app.wealthnow.io/docs/reference/intel-etf-tide.md): `GET /api/v3/intel/etf_tide/{etf}`. One ETF's options net-premium tide for one session, per tick (archived sessions: one per minute) with its UTC time: n… - [Gamma exposure history](https://app.wealthnow.io/docs/reference/intel-gex-history.md): `GET /api/v3/intel/gex_history/{ticker}`. Historical dealer gamma-exposure (GEX) for one ticker — daily per-strike snapshots behind the live /intel/gex tool - [Gamma exposure by strike](https://app.wealthnow.io/docs/reference/intel-gex-strikes.md): `GET /api/v3/intel/gex_strikes/{ticker}`. Dealer greek exposure per strike for one ticker, current session, all expiries summed at each strike: call_gex / put_… - [Gamma exposure](https://app.wealthnow.io/docs/reference/intel-gex.md): `GET /api/v3/intel/gex/{ticker}`. Aggregate gamma exposure (GEX) and delta exposure for one ticker from the options-flow feed - [IV analytics](https://app.wealthnow.io/docs/reference/intel-iv-analytics.md): `GET /api/v3/intel/iv_analytics/{ticker}`. Implied-volatility analytics from the end-of-day archive in one call; as_of is the latest completed session (during m… - [Market options tide](https://app.wealthnow.io/docs/reference/intel-market-tide.md): `GET /api/v3/intel/market_tide`. Whole-market options net-premium tide for one session, one tick every 5 minutes: net call premium and net put premium… - [Max pain](https://app.wealthnow.io/docs/reference/intel-max-pain.md): `GET /api/v3/intel/max_pain/{ticker}`. Max-pain price per options expiration for one ticker from the options-flow feed, with the underlying's latest price (… - [Options net premium (intraday)](https://app.wealthnow.io/docs/reference/intel-net-premium.md): `GET /api/v3/intel/net_premium/{ticker}`. One ticker's options net-premium ticks for one session, one row per minute carrying that minute's flow (tape_time, UT… - [Off-exchange flow](https://app.wealthnow.io/docs/reference/intel-off-exchange.md): `GET /api/v3/intel/off_exchange/{ticker}`. Daily off-exchange (dark pool + ATS) volume for one ticker, newest session first (default 30 rows), from the warehous… - [Options chain](https://app.wealthnow.io/docs/reference/intel-options-chain.md): `GET /api/v3/intel/options_chain/{ticker}`. Live options-chain snapshot for a ticker: per contract Greeks (delta/gamma/theta/vega), implied volatility, open inte… - [Option contract tape](https://app.wealthnow.io/docs/reference/intel-options-contract.md): `GET /api/v3/intel/options_contract/{option_ticker}`. Live quote and trade tape for ONE option contract: the most recent NBBO quotes (bid/ask/sizes/midpoint) and trades (p… - [Options flow (recent)](https://app.wealthnow.io/docs/reference/intel-options-flow.md): `GET /api/v3/intel/options_flow`. The most recent unusual options-flow alerts across the whole market from the options-flow feed with premium at or abo… - [Options flow history](https://app.wealthnow.io/docs/reference/intel-options-flow-history.md): `GET /api/v3/intel/options_flow_history/{ticker}`. Historical options-flow aggregates for one ticker — the ~60s warehouse capture behind the live /intel/options_flow to… - [Options flow (ticker)](https://app.wealthnow.io/docs/reference/intel-options-flow-ticker.md): `GET /api/v3/intel/options_flow/{ticker}`. Unusual options-flow alerts for one ticker from the options-flow feed (default 25), newest first; executed_at is the … - [Options volume history](https://app.wealthnow.io/docs/reference/intel-options-volume-history.md): `GET /api/v3/intel/options_volume_history/{ticker}`. Daily options volume history for one ticker from the options-volume archive (one row per session, newest first; each … - [Options volume](https://app.wealthnow.io/docs/reference/intel-options-volume.md): `GET /api/v3/intel/options_volume/{ticker}`. Daily options volume and put/call ratio per day for one ticker from the options-flow feed (default 30 days) - [Sector options tide](https://app.wealthnow.io/docs/reference/intel-sector-tide.md): `GET /api/v3/intel/sector_tide/{sector}`. One sector's options net-premium tide for one session, per tick (archived sessions: one per minute) with each tick's … - [Short interest history](https://app.wealthnow.io/docs/reference/intel-short-interest-history.md): `GET /api/v3/intel/short_interest_history/{ticker}`. Deep short-selling history — daily off-exchange short-volume series (short vs total shares across FINRA venues + shor… - [Short interest (v3)](https://app.wealthnow.io/docs/reference/intel-short-interest.md): `GET /api/v3/intel/short_interest/{ticker}`. FINRA bi-monthly short interest: short_interest_shares, short_interest_pct_of_shares_outstanding (with shares_outstan… - [Vol surface](https://app.wealthnow.io/docs/reference/intel-vol-surface.md): `GET /api/v3/intel/vol_surface/{ticker}`. HISTORICAL standardized implied-vol SURFACE for a company from a licensed academic archive, joined from a plain equit… - [Short activity](https://app.wealthnow.io/docs/reference/origin-short-activity.md): `GET /api/v3/origin/short_activity/{ticker}`. How shorted is this name, from the tape itself: the DAILY consolidated short-volume prints (short ratio per session, … - [Borrow fee & availability](https://app.wealthnow.io/docs/reference/short-borrow.md): `GET /api/v3/short/borrow/{ticker}`. Daily borrow cost and availability for a US stock from a broker-lending feed: indicative borrow fee and rebate (perce… - [Securities lending](https://app.wealthnow.io/docs/reference/short-lending.md): `GET /api/v3/short/lending/{ticker}`. Daily securities-lending supply and demand for a US stock: lendable and actively lendable shares and USD value, share… ### Execution & Research - [TWAP execution](https://app.wealthnow.io/docs/reference/twap-plan.md): `GET /api/v3/execution/twap_plan/{ticker}`. Even-slice arithmetic scenario for a requested quantity and duration - [VWAP execution](https://app.wealthnow.io/docs/reference/vwap-plan.md): `GET /api/v3/execution/vwap_plan/{ticker}`. Historical volume-weighted quantity scenario for one ticker and a completed XNYS session - [Research correlation mesh](https://app.wealthnow.io/docs/reference/research-correlation-mesh.md): `GET /api/v3/research/correlation_mesh`. Returns-correlation mesh around a seed ticker — nodes = tickers, edges = |rho| >= 0.6, from the 36-month realised-ret… - [Score for your portfolio](https://app.wealthnow.io/docs/reference/research-portfolio-aware-score.md): `POST /api/v3/research/portfolio_aware_score`. Adjusts a candidate's standalone score for the user's portfolio - [Scenarios](https://app.wealthnow.io/docs/reference/research-scenario-simulator.md): `POST /api/v3/research/scenario_simulator`. Deterministic DCF-style projection under bull, base and bear (or your own) scenarios - [Equity profile](https://app.wealthnow.io/docs/reference/equity-brief.md): `GET /api/v3/skills/apex_equity/{ticker}`. Apex Equity Intelligence — single-call omnibus brief for 'what do you think about $TICKER' - [Technical analysis](https://app.wealthnow.io/docs/reference/technical-analysis.md): `GET /api/v3/skills/ta_master/{ticker}`. One-call technical read on a ticker: fuses candlestick chart (RSI/MACD/BB), GEX, max pain, options flow/volume, insid… - [Trade plan](https://app.wealthnow.io/docs/reference/trading-plan.md): `GET /api/v3/skills/trading_plan/{ticker}`. Long/short plan levels for a ticker: entry (the last completed daily close, dated plan.as_of), stop (the 20-day swing… ### Risk Analytics - [Hedge analysis](https://app.wealthnow.io/docs/reference/index-hedge-proposals.md): `GET /api/v3/institutional/hedging`. Index hedge proposals (SPY/QQQ/IWM) computed from live dealer positioning — protective puts when dealers are short ga… ### LLM Research - [Investment framework](https://app.wealthnow.io/docs/reference/framework-lookup.md): `POST /api/v3/framework/lookup`. Curated decision framework for an intent (capital_allocation / verdict / comparison): methodology paragraph, decision… - [Filings analysis](https://app.wealthnow.io/docs/reference/fundamentals-ai-analyze.md): `GET /api/v3/fundamentals/ai_analyze/{ticker}`. AI-generated company analysis for one ticker — summary, strengths, concerns, peer comparison and a quality score - [Read page](https://app.wealthnow.io/docs/reference/research-fetch-url.md): `GET /api/v3/research/fetch_url`. Read ONE specific page you already have the URL for — call ONLY after a search returned the link, never to discover p… - [Research synthesis](https://app.wealthnow.io/docs/reference/research-synthesis.md): `GET /api/v3/research/synthesis`. Citation-rich research synthesis (grounded LLM) - [Web search](https://app.wealthnow.io/docs/reference/research-web-search.md): `GET /api/v3/research/web_search`. Multi-mode web search in parallel across link, cited-synthesis and social-sentiment coverage ### Social Sentiment - [X/Twitter sentiment](https://app.wealthnow.io/docs/reference/research-x-sentiment.md): `GET /api/v3/research/x_sentiment`. Real-time X/Twitter sentiment narrative ### Copilot - [Signal quality (live)](https://app.wealthnow.io/docs/reference/copilot-live-ic-drift.md): `GET /api/v1/copilot/live-ic-drift`. Live IC drift status — comparison of realised live IC vs training-time IC - [Market regime](https://app.wealthnow.io/docs/reference/copilot-macro-regime.md): `GET /api/v1/copilot/macro-regime`. Current macro regime (read off the prediction book) and the live measured IC - [Portfolio review](https://app.wealthnow.io/docs/reference/copilot-portfolio.md): `POST /api/v1/copilot/portfolio`. Score a list of user-held tickers and report factor tilts and top strengths/weaknesses - [Portfolio impact](https://app.wealthnow.io/docs/reference/copilot-portfolio-impact.md): `POST /api/v1/copilot/portfolio-impact`. Portfolio-aware verdict on a candidate ticker - [Quant score](https://app.wealthnow.io/docs/reference/copilot-score-ticker.md): `GET /api/v1/copilot/score/{ticker}`. Full per-ticker quant analysis - [Signal health](https://app.wealthnow.io/docs/reference/copilot-signal-health.md): `GET /api/v1/copilot/signal-health`. CONTRACT C2 — is the alpha signal fit to trade, and do we actually know? CALL THIS BEFORE acting on /top-picks or /sc… - [Today's picks](https://app.wealthnow.io/docs/reference/copilot-top-picks.md): `GET /api/v1/copilot/top-picks`. Today's top N picks (long or short side) - [Picks for your portfolio](https://app.wealthnow.io/docs/reference/copilot-top-picks-portfolio-aware.md): `POST /api/v1/copilot/top-picks-portfolio-aware`. Portfolio-aware 'what should I buy' picks - [Track record](https://app.wealthnow.io/docs/reference/copilot-track-record.md): `GET /api/v1/copilot/track-record`. Out-of-sample model performance — Sharpe, IC, factor-decomp alpha, DSR confidence, PBO, SPA - [Universe](https://app.wealthnow.io/docs/reference/copilot-universe.md): `GET /api/v1/copilot/universe`. Every served equity in one call (limit=0 = all of them; the book scores more, and funds, ADRs and quarantined rows ar… - [Briefing overnight](https://app.wealthnow.io/docs/reference/copilot-briefing-overnight.md): `POST /api/v3/copilot/briefing_overnight`. Pre-market overnight briefing for a list of holdings and a watchlist (up to 50 each): overnight news and the next ear… - [Capital allocation full](https://app.wealthnow.io/docs/reference/copilot-capital-allocation-full.md): `POST /api/v3/copilot/capital_allocation_full`. Capital-allocation answer in one call: the decision framework, the risk-free rate, the macro regime and the top picks… - [Comparison full](https://app.wealthnow.io/docs/reference/copilot-comparison-full.md): `POST /api/v3/copilot/comparison_full`. Side-by-side comparison of 2-6 tickers in one call, for 'X vs Y', 'should I buy NVDA or AMD' or 'compare these three … - [Decision track](https://app.wealthnow.io/docs/reference/copilot-decision-track.md): `POST /api/v3/copilot/decision_track`. RECORD A DECISION the user has acted on - [Ticker full](https://app.wealthnow.io/docs/reference/copilot-ticker-full.md): `GET /api/v3/copilot/ticker_full/{ticker}`. OMNIBUS aggregation for one ticker — the single-call single-stock verdict path - [Ticker smartmoney](https://app.wealthnow.io/docs/reference/copilot-ticker-smartmoney.md): `GET /api/v3/copilot/ticker_smartmoney/{ticker}`. Smart-money aggregation for one ticker — collapses 7 individual tools (sec13f_changes, institutional_ownership, insid… - [Ticker transparency](https://app.wealthnow.io/docs/reference/copilot-ticker-transparency.md): `GET /api/v3/copilot/ticker_transparency/{ticker}`. ML-transparency aggregation for one ticker — collapses 5 individual tools (ml_drivers, ml_prediction, model_calibrati… ### Tape & Intraday - [Intraday bars](https://app.wealthnow.io/docs/reference/tape-bars.md): `GET /api/v3/tape/bars/{ticker}`. Intraday minute bars for one equity from the API's own capture (~10.5k tickers, extended hours included, each bar lab… - [Futures contracts](https://app.wealthnow.io/docs/reference/tape-futures-contracts.md): `GET /api/v3/tape/futures_contracts/{root}`. Live list of the tradeable outright futures contracts for one product root (ES, NQ, CL, GC, ZN, 6E, SR3...), front mo… - [Futures curve](https://app.wealthnow.io/docs/reference/tape-futures-curve.md): `GET /api/v3/tape/futures_curve/{root}`. Futures term structure for one CME root (27 roots incl - [Live futures](https://app.wealthnow.io/docs/reference/tape-futures-live.md): `GET /api/v3/tape/futures_live/{symbol}`. Live market data for ONE futures contract: pass a contract (ESZ6, CLX6; the archive's CLX26 spelling is accepted) or … - [Futures tape](https://app.wealthnow.io/docs/reference/tape-futures.md): `GET /api/v3/tape/futures/{root}`. Raw CME futures trade prints for one root (NG, CL, ES...) and one day, from the API's own capture: per-print price, s… - [Index intraday bars](https://app.wealthnow.io/docs/reference/tape-index-bars.md): `GET /api/v3/tape/index_bars/{index}`. Intraday minute bars for the major index tapes — SPX, NDX, DJI, RUT, VIX — from the API's own indices capture - [Microstructure windows](https://app.wealthnow.io/docs/reference/tape-microstructure.md): `GET /api/v3/tape/microstructure/{ticker}`. Microstructure windows per ticker from the API's live tape: rolling 60 s vwap, trade count/avg size, block count/vol,… - [Options chain](https://app.wealthnow.io/docs/reference/tape-options-chain.md): `GET /api/v3/tape/options_chain/{ticker}`. Historical OPTIONS CHAIN slice for one underlying on one snapshot day from the API's own daily chain capture — per co… - [Options tape](https://app.wealthnow.io/docs/reference/tape-options.md): `GET /api/v3/tape/options/{ticker}`. Raw options trade prints for one underlying on one trading day from the API's own capture — per-print premium (notion… ### Transcripts & Events - [Market events catchup](https://app.wealthnow.io/docs/reference/market-events-catchup.md): `GET /api/v3/events`. UNAVAILABLE: the market-event stream has no producer publishing, so there is nothing to catch up from; every call ans… - [Corporate events](https://app.wealthnow.io/docs/reference/corporate-events.md): `GET /api/v3/events/{ticker}`. Company corporate-event history from a licensed events feed (41.9M events, 1990-2026): M&A, guidance changes, buyback… - [Event types](https://app.wealthnow.io/docs/reference/corporate-event-types.md): `GET /api/v3/events/types`. Legend of the 105 licensed institutional KeyDev corporate-event types: id, human label, and the slug accepted by the … - [Conference calls](https://app.wealthnow.io/docs/reference/intel-calendar-conference-calls.md): `GET /api/v3/intel/calendar/conference_calls`. Earnings-call schedule per company (tickers required, at most 5): one row per earnings call with date (the call's day… - [IPO pipeline](https://app.wealthnow.io/docs/reference/origin-ipo-pipeline.md): `GET /api/v3/origin/ipo_pipeline`. What is going public: deals that are priced, upcoming or newly filed, with offer size, share count, exchange and dates - [Earnings call list](https://app.wealthnow.io/docs/reference/transcripts-list.md): `GET /api/v3/transcripts/{ticker}`. List a company's earnings calls and investor-event transcripts (1.75M calls), newest first — call this FIRST to get t… - [Earnings call transcript](https://app.wealthnow.io/docs/reference/transcript-text.md): `GET /api/v3/transcripts/{ticker}/{event_id}`. Full earnings-call transcript as ordered speaker turns — use when the user wants what management or analysts actually… - [Transcript search](https://app.wealthnow.io/docs/reference/transcripts-search.md): `GET /api/v3/transcripts/search`. Search earnings-call transcripts ### Credit - [Credit snapshot](https://app.wealthnow.io/docs/reference/credit-snapshot.md): `GET /api/v3/credit/{ticker}`. One-call credit snapshot for a company — call FIRST for any 'how risky is this company's debt?' question: latest secu… - [Bond trades](https://app.wealthnow.io/docs/reference/credit-bonds.md): `GET /api/v3/credit/bonds/{ticker}`. FINRA TRACE corporate-bond trade prints for one issuer — individual OTC trades (price, yield, volume, buy/sell side) … - [CDS spread history](https://app.wealthnow.io/docs/reference/credit-cds-history.md): `GET /api/v3/credit/cds/{ticker}/history`. Daily 5Y single-name CDS spread history: composite par spreads (raw + bps), market-implied default probability, avera… - [Indices](https://app.wealthnow.io/docs/reference/credit-indices.md): `GET /api/v3/credit/indices`. Credit-index composites — the credit market's VIX-equivalents: CDX (NA IG/HY) + iTraxx (Europe/Asia/SovX) daily compo… - [Loan book](https://app.wealthnow.io/docs/reference/credit-loans.md): `GET /api/v3/credit/loans/{ticker}`. Syndicated loan book for one borrower: per-facility size, type (revolver/term), maturity, security/seniority, all-in … - [Credit ratings](https://app.wealthnow.io/docs/reference/credit-ratings.md): `GET /api/v3/credit/ratings/{ticker}`. Full S&P rating-action history for one issuer's debt — every licensed institutional action (new rating, upgrade, down… ### Research Datasets - [Research datasets](https://app.wealthnow.io/docs/reference/research-datasets.md): `GET /api/v2/datasets`. Discover the 47 research datasets served by the research-dataset reader — equity prices (daily/monthly/delistings/dis… - [Research read](https://app.wealthnow.io/docs/reference/research-read.md): `GET /api/v2/datasets/{dataset}`. Read any research dataset by slug (discover via research_datasets) ### Private Markets - [Aggregates](https://app.wealthnow.io/docs/reference/private-markets-aggregates.md): `GET /api/v3/private_markets/aggregates`. Private-market landscape aggregates: company counts, total and median capital raised, median valuation, median employ… - [Companies](https://app.wealthnow.io/docs/reference/private-markets-companies.md): `GET /api/v3/private_markets/companies`. SCREEN private companies by sector, geography, financing/business status, size (total raised/valuation/employees, $MI… - [Company](https://app.wealthnow.io/docs/reference/private-markets-company.md): `GET /api/v3/private_markets/company/{company_id}`. FULL private-company profile by company_id: financials (revenue/EBITDA/EBIT/net income/EV/net debt), complete financi… - [Company comparables](https://app.wealthnow.io/docs/reference/private-markets-company-comparables.md): `GET /api/v3/private_markets/company/{company_id}/comparables`. Private peer set for one company: currently-private operating companies in the same industry group (sector when it ha… - [Company deals](https://app.wealthnow.io/docs/reference/private-markets-company-deals.md): `GET /api/v3/private_markets/company/{company_id}/deals`. Funding-round and M&A deal history for a private company (deal size, type, VC round, pre/post-money valuation), newes… - [Company dossier](https://app.wealthnow.io/docs/reference/private-markets-company-dossier.md): `GET /api/v3/private_markets/company/{company_id}/dossier`. EVERYTHING on a private company in ONE call — the complete detail-page payload: full profile (incl - [Company investors](https://app.wealthnow.io/docs/reference/private-markets-company-investors.md): `GET /api/v3/private_markets/company/{company_id}/investors`. Investor roster for a private company, resolved through the deal-investor relation; detail=full adds every investor c… - [Private company page](https://app.wealthnow.io/docs/reference/private-markets-company-page.md): `GET /api/v3/private_markets/company/{company_id}/page`. The private-company DETAIL PAGE in ONE call, render-ready: identity + key facts + the valuation/revenue/headcount tap… - [Company realtime](https://app.wealthnow.io/docs/reference/private-markets-company-realtime.md): `GET /api/v3/private_markets/company/{company_id}/realtime`. LIVE real-time overlay for a private company — the fast-moving complement to the (weekly, possibly STALE) private-mar… - [Company relations](https://app.wealthnow.io/docs/reference/private-markets-company-relations.md): `GET /api/v3/private_markets/company/{company_id}/relations`. Traverse a company's private-market graph one edge per call (relation=): competitors, investors, board, similar compa… - [Round syndicate](https://app.wealthnow.io/docs/reference/private-markets-company-syndicate.md): `GET /api/v3/private_markets/company/{company_id}/syndicate`. PER-ROUND investor syndicate — who was IN each round, who LED it, and how big the check was - [Private valuation mark](https://app.wealthnow.io/docs/reference/private-markets-company-valuation.md): `GET /api/v3/private_markets/company/{company_id}/valuation`. A private valuation mark for a company: estimate, confidence band, the additive driver bridge (Round Momentum / Compa… - [Deal](https://app.wealthnow.io/docs/reference/private-markets-deal.md): `GET /api/v3/private_markets/deal/{deal_id}`. Single deal / financing round by deal_id: deal size, type, VC round, pre/post-money valuation, and a synopsis - [Deal relations](https://app.wealthnow.io/docs/reference/private-markets-deal-relations.md): `GET /api/v3/private_markets/deal/{deal_id}/relations`. Traverse a deal's graph one edge per call (relation=): investors, tranches, debt lenders, sellers, service providers,… - [Fund](https://app.wealthnow.io/docs/reference/private-markets-fund.md): `GET /api/v3/private_markets/fund/{fund_id}`. Fund profile + performance: vintage, size, category, status, and returns (IRR/DPI/TVPI/RVPI/NAV/quartile) when loaded - [Fund relations](https://app.wealthnow.io/docs/reference/private-markets-fund-relations.md): `GET /api/v3/private_markets/fund/{fund_id}/relations`. Traverse a fund's graph one edge per call (relation=): investors, LP commitments, team, portfolio holdings, close his… - [Investor](https://app.wealthnow.io/docs/reference/private-markets-investor.md): `GET /api/v3/private_markets/investor/{investor_id}`. Investor profile for one VC/PE/family office by investor_id: type, AUM, dry powder, year founded, investment focus, a… - [Investor relations](https://app.wealthnow.io/docs/reference/private-markets-investor-relations.md): `GET /api/v3/private_markets/investor/{investor_id}/relations`. Traverse an investor's graph one edge per call (relation=): portfolio companies, funds raised, co-investors, LPs, boa… - [Limited partner](https://app.wealthnow.io/docs/reference/private-markets-limited-partner.md): `GET /api/v3/private_markets/limited_partner/{lp_id}`. Limited-partner profile by lp_id: LP type, AUM, total/active commitments, allocation to alternatives, and openness to… - [Limited partner relations](https://app.wealthnow.io/docs/reference/private-markets-limited-partner-relations.md): `GET /api/v3/private_markets/limited_partner/{lp_id}/relations`. Traverse an LP's graph one edge per call (relation=): fund commitments, board, mandates, news, service providers - [Private company news](https://app.wealthnow.io/docs/reference/private-markets-news.md): `GET /api/v3/private_markets/news`. News about PRIVATE companies (venture-backed, unbacked or in IPO registration) from the private-markets news archive:… - [Person](https://app.wealthnow.io/docs/reference/private-markets-person.md): `GET /api/v3/private_markets/person/{person_id}`. Person profile (founder/exec/board member) by person_id: role, board seats, affiliated deals/funds, education, and pr… - [Person relations](https://app.wealthnow.io/docs/reference/private-markets-person-relations.md): `GET /api/v3/private_markets/person/{person_id}/relations`. Traverse a person's graph one edge per call (relation=): career positions, board seats, education, affiliated deals/f… - [Relations](https://app.wealthnow.io/docs/reference/private-markets-relations.md): `GET /api/v3/private_markets/relations`. Catalogue of every queryable relation per private-markets entity type — the map of the private-capital graph - [Search](https://app.wealthnow.io/docs/reference/private-markets-search.md): `GET /api/v3/private_markets/search`. Search PRIVATE companies / investors (VC/PE) / funds / people / limited partners by name (prefix, case-insensitive), … - [Search suggest](https://app.wealthnow.io/docs/reference/private-markets-search-suggest.md): `GET /api/v3/private_markets/search/suggest`. INSTANT (sub-100ms) private-company typeahead — prominence-ranked with the SAME ranking as search, so the famous comp… - [Service provider](https://app.wealthnow.io/docs/reference/private-markets-service-provider.md): `GET /api/v3/private_markets/service_provider/{sp_id}`. Advisory-firm profile by sp_id — the law firm, investment bank, auditor or consultancy behind private-market deals: t… - [Service provider relations](https://app.wealthnow.io/docs/reference/private-markets-service-provider-relations.md): `GET /api/v3/private_markets/service_provider/{sp_id}/relations`. Reverse adviser index for one service provider: every deal, company, investor, fund or LP the firm has advised (relat…