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The Bedrock of Valuation
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Fundamentals and Financials Data

Models built on bad data fail. We provide the deepest, cleanest financial history in the market. From "As-Reported" filings to standardized "Point-in-Time" fundamentals, access 30+ years of Balance Sheet, Income Statement, and Cash Flow data—free from survivor bias.

30,000+
Companies Tracked
15+ Years
Historical Data
T+0
Filing Sync (SEC/EDGAR)
100+
Metrics Per Quarter

Why Use FinIQ Insider Data?

Most providers give you the "headline" number. We give you the forensic detail.

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Point in Time Accuracy

Historical data is often "rewritten" when a company restates earnings. We preserve the data exactly as it was known on the filing date. This is critical for backtesting, ensuring your model doesn't trade on information that wasn't available at the time.

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As-Reported Vs. Standardized

We give you both. Access the raw line items exactly as they appear in the 10-K (e.g., "iPhone Revenue") for granular modeling, or use our Standardized Taxonomy (e.g., "Total Revenue") to compare Apple against Microsoft instantly.

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Deep History & Corp. Actions

Financials don't exist in a vacuum. Our feed automatically adjusts per-share metrics for stock splits (like Apple's 7-for-1 and 4-for-1) and tracks every dividend payout, ensuring your P/E ratios and Yield calculations remain accurate across decades.

Data Delivery Formats

Built for Your Stack

Whether you need a quick ratio check or a full database rebuild, we have a pipe for that.
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REST API (JSON)

Query specific statements (Income_Statement) for any fiscal quarter.

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Bulk Feed (CSV/Excel)

Download the full history (AAPL_Balance_Sheet.csv) to power your local quant models.

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Vector DB (RAG-Ready)

Ask your AI: "How has Apple's R&D spend as a % of Revenue changed since 2015?"

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SQL Direct Connect

Sync our "Fundamentals Master" table directly to your data
warehouse.

Data Output Sample

We provide granular detail for every transaction.
JSON
{
  "ticker": "AAPL",
  "fiscal_period": "2025-Q3",
  "filing_date": "2025-09-30",
  "currency": "USD",
  "Income_Statement": {
    "totalRevenue": 89500000000,
    "costOfRevenue": 48900000000,
    "grossProfit": 40600000000,
    "researchDevelopment": 7800000000,
    "netIncome": 22900000000
  },
  "Balance_Sheet": {
    "totalAssets": 352000000000,
    "totalLiab": 145000000000,
    "totalStockholderEquity": 207000000000
  },
  "Ratios": {
    "grossMargin": 0.453,
    "operatingMargin": 0.301,
    "eps": 1.46
  }
}
Key Fields
  • filing_date vs fiscal_periodCrucial for backtesting. We separate the fiscal period end date from the actual filing_date (when the data became public). This prevents "Look-Ahead Bias" in your historical models.
  • researchDevelopmentA leading indicator of future growth. Track how R&D spend evolves as a percentage of totalRevenue over time to gauge innovation efficiency.
  • totalStockholderEquityThe clean "Book Value" of the firm. Use this to calculate Price-to-Book (P/B) ratios or Return on Equity (ROE) instantly without summing individual line items.
  • grossMargin & operatingMarginPre-calculated efficiency ratios. We standardize these across sectors so you can instantly compare Apple's margin profile against a competitor like Microsoft.

Who Is This For?

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Fundamental Analysts

Build 3-statement DCF models with granular segment data.

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Quant Funds

Backtest "Quality" and "Value" factors using 30 years of Point-in-Time data.

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Credit Risk Managers

Monitor solvency ratios (totalLiab / totalAssets) in real-time.

See What the Boardroom is Doing

Start tracking the "Smart Money" flow today.
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FAQs

Our team of experienced financial advisors is here to provide personalized guidance and support.

How far back does the data go?
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We offer full quarterly financials going back to the early 1990s for major US equities, covering multiple business cycles.

Do you handle Stock Splits?
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Yes. All per-share metrics (EPS, Dividend per Share) in the API are adjusted for splits by default. We also provide a separate Splits endpoint if you need the raw split factors (e.g., "7:1" on 2014-06-09).

What is "Point-in-Time" data?
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It means we timestamp data based on when it was published, not just the fiscal period it covers. If Apple restated their 2020 earnings in 2022, our "Point-in-Time" feed allows you to see the original 2020 number as it appeared to investors in 2020, preventing look-ahead bias in your backtests.

Do you include data for delisted or bankrupt companies?
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Yes. To ensure your backtests are free from Survivor Bias, we retain the full financial history of companies that have been delisted, acquired, or liquidated. If a stock was a constituent of the Russell 3000 in 2008 but went bankrupt in 2009, it remains in our historical dataset exactly as it was.

How do you handle non-standard line items (e.g., "Apple-specific" revenue)?
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We provide a dual-layer structure. The Standardized view maps common fields (like totalRevenue) for easy cross-company comparison. The As-Reported view preserves the exact taxonomy and custom line items used by the company in their specific 10-K filing, allowing for granular, company-specific modeling.

Can I get Trailing Twelve Month (TTM) data?
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Yes. In addition to discrete Quarterly (Q) and Yearly (Y) periods, our API supports a period=ttm parameter. This automatically aggregates the rolling 4 quarters for Income Statement and Cash Flow items, smoothing out seasonality for accurate P/E and EV/EBITDA calculations.