> ## Documentation Index
> Fetch the complete documentation index at: https://stockcontext.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# SEC data and catalogs

> What SEC-backed data StockContext serves, how it is verified, and the self-describing 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.                                       |

```bash theme={null}
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](/docs/reference/coverage-and-gaps) for the full perimeter.