Proprietary Knowledge
Live| Dataset | Description | Count |
|---|---|---|
| Quant Wiki | Quantitative finance concepts, formulas, factors, strategies | 50,000+ entries |
| Quant Paper | Curated summaries of academic finance papers | 1,200+ summaries |
*_search → *_read) keeps agent context cheap.
US Equities
Live- Exchanges: NYSE · NASDAQ · AMEX
- History: Up to 30+ years of daily OHLCV
- Universe: 10,000+ tickers (active and delisted)
- Adjustments: Dividends and splits applied
ETFs
Live- Disclosure basis: SEC official regulatory disclosure snapshots — not issuer daily books, with multi-week to ~60-day publication lag
- Currently covered:
SPY·QQQ·VTI·SOXX·ARKK(with more curated popular ETFs added over time) - Outside coverage still return
200 OK,coverage_status="unsupported"+ an explicit notice — never silently empty. Currently outside:IBIT·DRAM - Two endpoints:
etf_lookup— ETF basic info + top holdings summary + sector / country / asset-type exposure (free)etf_holdings— full position list, sorted by weight descending (1 credit; 0 for tickers outside coverage)
- Pricing: ETF OHLCV history is served by
equity_historical_prices— ETFs trade like stocks on the daily-bar contract - Coverage state: every response carries
coverage_status(full/partial/stale/unsupported),as_of_date, andcoverage_notice; agents should branch oncoverage_statusbefore consuming data
Crypto
Live- Coverage: 500+ spot pairs
- Pairs: 500+ spot pairs (BTC, ETH, SOL, USDT-quoted majors and long-tail)
- Granularity: 1h / 4h / 1d / 1w klines + last-trade snapshot
Macro Indicators
Live- Coverage: Supported U.S. macro indicator catalog
- Universe: 50+ indicators across 8 categories — Activity, Labor, Inflation, Rates, Money, External, Markets, Sentiment
- Series examples:
CPIAUCSL·UNRATE·FEDFUNDS·GDPC1·DGS10 - Frequency: daily · weekly · monthly · quarterly (per series)
- Revisions: Returns the latest published vintage, so agents may see revised values instead of the original release
SEC Filings (10-K / 10-Q / 8-K)
Live- Filing system: SEC EDGAR
- Forms: 10-K (annual), 10-Q (quarterly), 8-K (current report / events)
- Universe: All US public filers
- Workflow:
sec_filing_browse(metadata, free) →sec_filing_read(specific item / section)
SEC Form 13F (Smart Money)
Live- Universe: Top 1,000 institutional managers, at least the last 4 quarters (actual coverage in response
meta.scope.available_ranking_periods) - Lenses:
sec_13f_list_top_managers— leaderboard by 13F reportable valuesec_13f_list_manager_holdings— what does manager X hold?sec_13f_list_ticker_holders— who holds ticker Y?
- Use case: consensus / overlap leaderboards, smart-money momentum, regime tagging
Financial Statements
Coming Soon Standardized line-items across all US public filers. Coverage will include:- Income statements, balance sheets, cash flow statements
- Annual (10-K) and quarterly (10-Q) frequency
- Trailing twelve months (TTM) aggregations