Catalog

Curated financial datasets with coverage, source, cadence, freshness, schema version, licence posture and quality status.

Company Identity

CIK, ticker, FIGI, exchange, aliases, former names, historical symbols.

MVP · Moat

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SEC Company Facts

Extracted XBRL facts normalized into company, period, concept, value, provenance.

MVP · REST

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EDGAR Filings

Submissions, forms, accession numbers, filing timelines, amendments, source links.

MVP · MCP

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Filing Events

Typed 8-K/10-K/10-Q events, restatements, amendments, risk-relevant changes.

MVP+ · AI

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Mutual Fund Risk/Return

SEC mutual fund prospectus risk/return summaries, fees, objectives, and performance.

Next · Underserved

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Ownership Intelligence

13F, insiders, N-PORT/N-CEN, manager/fund holdings, point-in-time releases.

Next · PIT

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Risk Scores

Financial health, leverage, margin quality, restatement, concentration, and anomaly scores.

Premium · Differentiator

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Macro Context

FRED, BEA, Fed, ECB, World Bank context linked to company and portfolio analysis.

Context · Agent

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Bulk Snapshots

Versioned exports of fundamentals, filings, ownership, risk, and fund datasets.

Sync · Enterprise

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Issuer ETF Holdings

Same-day holdings where legally approved; fallback to N-PORT when unavailable.

Legal review · Later

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Partner Market Data

Future licensed prices, corporate actions, news, sentiment, options, and alternative data.

Licensed · Edge

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Financial Knowledge Graph

Company, issuer, fund, manager, filing, industry, peer, risk, and event relationships.

Moat · Phase 2

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