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Coverage changes as filings are ingested, so do not hard-code a count from docs copy. Query coverage from the API.
  • Schema 1: use stock_search to resolve a security and read its coverage flags.
  • Schema 2: use stock_universe to enumerate/filter listings, stock_reference with { "catalog": "coverage" } for measured rates, and stock_search to resolve user input.

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Enumerate the universe

Rows align to data.columns. Page metadata reports the filtered total, returned and omitted counts, and next_offset. Coverage is exactly one of has_fundamentals, prices_only, or discovery_only; these markers come from published pointers and held price rows, not guesses.

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Coverage is per symbol

Every stock_search result carries coverage flags, so you always know before you spend a call:
stock_search coverage block
  • is_covered: true — fundamentals are ingested and served.
  • is_covered: false with ingestion_pending — the ticker is a real, known security whose fundamentals have not been ingested yet. This is a coverage fact, not an error; do not guess a value.

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All filer shapes

Covered filers span multiple SEC filer shapes, each with its own statement structure and extraction rules: A response tells you the shape it applied via data.applies_to (for example operating_company). IFRS filers can return the more specific sub-shape tokens ifrs_bank or ifrs_insurer when their statement face is bank-like or insurance-like. The full router shape list is served by stock_reference with { "catalog": "shapes" }. In schema 2, the committed shapes catalog uses shape values such as operating_company, bank, broker_dealer, insurer, reit, bdc, ifrs, shell_blank_check, and unsupported_entity_type, with financials_status on each item.

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Where the data ends

StockContext is fundamentals and licensed prices — not a market-intelligence platform. None of these exist; do not imply them in UI copy or generated summaries:
  • options, futures, FX, crypto
  • an intraday tick stream, a consolidated real-time feed, or L2 / order-book depth
  • analyst consensus, price targets, or earnings estimates
  • earnings-call transcripts, news, or sentiment
  • forecasts, fair-value targets, or investment advice
  • non-US local listings (US-filed securities only)
Fundamentals come only from SEC filings; prices come only from a licensed feed. Provider names are never embedded in payloads. See Concepts for the trust model and Clocks and provenance for the two clocks.