The API serves only data we are allowed to pass on: public records, openly licensed sources, and what we derive from them. Each answer says where it comes from, and some sources ask for a notice when their data is shown.

SourcesLink to this section

SourceWhat the API serves from itTools (examples)
SEC EDGARThe company directory; the index of every filing; financial statements from XBRL filings, normalized onto one chart of lines and as filed; insider transactions (Forms 3, 4 and 5); institutional holdings (Form 13F); executive pay from proxy statementssearch_companies, get_company, get_financials, list_filings, get_insider_trades
U.S. House Clerk and SenateMembers' periodic transaction reportsget_congress_trades
congress-legislators (public domain)Members' party, state and chamberget_congress_trades
The GDELT ProjectPress headlines found in GDELT's news index: headline, outlet, date and link, never the article textget_headlines
FRED (Federal Reserve Bank of St. Louis)U.S. economic indicators, their history and release datesget_economy
FINRAConsolidated short interest by settlement dateget_short_interest
FundalyzeWhat we derive from the sources above: standardized statements, margins and growth, founder and control research, peer lists, AI summaries of filingsseveral

What is not in the APILink to this section

No live or delayed prices, no market capitalisations or valuation ratios, no analyst estimates, and no data from commercial market-data vendors, whatever the website shows to subscribers. Those sources do not allow us to pass their data on.

Notices that travel with the dataLink to this section

Some answers carry a notice. When you show that data to someone else, show the notice with it.

  • FRED: every get_economy answer ends with "This product uses the FREDĀ® API but is not endorsed or certified by the Federal Reserve Bank of St. Louis." Some series belong to their publishers (Freddie Mac, the University of Michigan, Cboe and others); for those, the answer includes the citation to show (citation in data).
  • The GDELT Project: headlines are credited to The GDELT Project (the attribution object in data). Each headline belongs to its publisher and links to the article on the publisher's site.
  • FINRA: every short-interest answer carries this line in text and an attribution object in data: "Short interest data are owned by and sourced from FINRA (Financial Industry Regulatory Authority, Inc.), including figures derived from it; FINRA does not endorse Fundalyze."
  • SEC filings are public records; filing links point to sec.gov.

Our Data attributions page lists every source's terms.

Crediting FundalyzeLink to this section

When output from the API is shown to other people (in a post, a report, a screenshot, an answer your assistant writes for someone else), credit it as "Data via Fundalyze" with a link to fundalyze.ai or to the page the answer links to. Every answer includes that link: More: <link> at the end of text, and link in REST responses.

What you may do with the dataLink to this section

The API and MCP access section of our Terms sets the rules. In short:

  • Yes: use what the API returns for your own analysis and in your own tools, including AI assistants and agents you run for yourself, and keep what you need for that.
  • No: resell, sublicense or redistribute the data, in raw or bulk form; offer it to others as a feed, a dataset or an API of your own; use the API to rebuild our dataset or a large part of it; share a key, or use more keys or accounts to get around the limits.

Your access ends when your plan does.

This page as Markdown, for language models and scripts: /developers/md/concepts/data-sources