SEC data and catalogs

Everything fundamental in StockContext comes from SEC filings, and only SEC filings — there is no vendor fallback. Each value is extracted from the filer’s own XBRL statement face and re-verified against SEC’s companyconcept API before it is published. Anything unprovable is refused, not guessed.

What is served

Data	Tool	Source
Income statement, balance sheet, cash flow, ratios	`stock_financials`	Filer XBRL, verified against SEC
Profile, DEI, valuation, growth	`stock_overview`	Filer XBRL + DEI cover facts
Filing inventory (accession, dates, primary document)	`stock_filings`	SEC EDGAR
Form 4 insider transactions	`stock_insider`	SEC EDGAR (transcribed)
Tracked 13F institutional holdings	`stock_ownership`	SEC EDGAR (tracked subset)

Fundamentals carry per-value provenance: status (direct/derived), the XBRL concept, and — at detail: "full" — the accession and source_hash. meta.last_verified_at is when the served values were last checked against SEC.

The self-describing catalogs

stock_reference serves deterministic catalogs so an agent resolves tokens at runtime instead of hard-coding them:

Catalog	Contents
`refusal_tokens`	Every refusal `reason` and its `recovery_action`.
`operating_rules`	The derivation rules (`rule_id`) behind derived values.
`concepts`	The XBRL concepts mapped to each served field.
`units`	Unit policies: ISO-4217 money, ISO-4217 per share, shares, and ratios.
`shapes`	The filer shapes (operating, bank, broker-dealer, REIT, insurer, IFRS, BDC).
`filing_forms`	The SEC form types the API recognizes.
`8k_items`	The 8-K item codes and their meanings.

curl -sS "https://api.stockcontext.com/v1/tools/stock_reference" \
  -H "X-API-Key: $STOCKCONTEXT_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"catalog": "shapes"}'

What is excluded

No analyst consensus or estimates (licensed-only data, and not a fact an agent can cite), no news, no transcripts, no forecasts, and no non-SEC market data beyond the separate licensed price feed. See Coverage and gaps for the full perimeter.

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Reference

What is served

The self-describing catalogs

What is excluded

​What is served

​The self-describing catalogs

​What is excluded

What is served

The self-describing catalogs

What is excluded