equibles.com

Get each ticker's newest traded, settled daily close in USD, with one-session change, volume, and trailing 52-week closing range.

Get Commitments of Traders (COT) positioning data for a specific futures contract.

Record a user-confirmed purchase or sale in the caller's portfolio.

Get the current US equity market status (NYSE/Nasdaq), evaluated in America/New_York: whether the market is open, the current session (pre-market, regular, after-hours, or closed), whether today is a full-day holiday or a 1:00 p.m.

Get the stocks members of Congress traded most over a trailing window, aggregated across EVERY member and ticker — 'what did Congress buy this week' without needing a ticker or a member name.

Get the latest independently verified stored result for one of the caller's web data feeds, or the latest retained result at or before a requested timestamp.

Screen listed stocks with optional min/max bounds for price, market cap, institutional ownership, short data, insider activity, valuation, growth, margins, liquidity and earnings.

Get a registered fund's profile and largest stored holdings from its latest SEC Form NPORT-P report.

Get the speaker-labelled transcript of a specific investor event (earnings call, conference, investor day) by its event id — every speaker turn in order, attributed to the real person (executive or analyst) with their role when the resolution is trusted; unverified voices show as a role label (e.g.

Combine 2-25 institutions' 13F portfolios on their latest common report date.

Search the tracked 13F filer set by institution name or SEC CIK.

Get bi-monthly short interest history for an exact stock or ETF listing from FINRA.

Get CBOE put/call ratio data showing market sentiment.

List a company's recent investor events — earnings calls AND the other events it webcasts (conferences, investor/analyst days, shareholder meetings) — newest first.

Get congressional securities transactions for a specific ticker (newest first, last year by default).

Backtest how cloning an institutional filer's reported 13F portfolio would have performed against a market benchmark, either over a trailing window (windowYears) or an explicit fromDate/toDate range.

Compare two institutions' 13F portfolios on their latest common report date.

Get up to ~10 years of quarterly EV/Revenue, EV/EBIT, EV/EBITDA and P/E, with P/FFO and P/AFFO for REITs and EV/Adjusted EBITDA for verified filers.

Get upcoming investor-relations events for a stock — earnings webcasts, conference appearances, presentations, and shareholder meetings — scraped from the company's IR website.

Get a company's stored declared cash dividends newest first.

Correct a lot the USER already recorded: a mistyped quantity, price, trade date or note.

Market-wide snapshot of the latest FINRA bi-monthly short interest settlement — one row per exact listed security, sorted by days to cover (descending) by default.

Get current EV/Revenue, EV/EBIT and P/E with peer median, quartiles and sample size; REITs also include verified company-stated P/FFO and P/AFFO, and any filer with a verified reconciliation also includes EV over its own stated Adjusted EBITDA, when available.

Get recent exempt securities offerings (private placements) for a company from SEC Form D notices.

Get the registered investment companies (mutual funds and ETFs) holding an exact stock or ETF listing, from SEC Form NPORT-P portfolio reports.

Get the earnings-call event for a company's fiscal quarter — the single record that groups the quarter's call artefacts (audio, transcript, slide deck, and 8-K earnings release) under one event.

Get the companies that have joined or left a major US stock index, newest first.

Get ETF settled performance, SEC assets, allocation and top holdings.

Get a company's revenue disaggregated by business segment, geography and product/service — plus operating income by segment when the issuer tags it, so segment profitability and margins are answerable — from the dimensional XBRL facts the issuer tags in its own filings.

Get federal government contract awards (from USAspending.gov) won by a specific public company.

Get the stocks whose daily price returns are most (or least) correlated with one stock — Pearson correlation of daily log returns on comparable raw closes (dividends excluded), computed over the trading days both stocks priced, never on raw price levels.

Average True Range (ATR) for a stock.

Get the caller's saved personal portfolios, including stock and option lots, cost basis, realized and unrealized profit, and watched instruments.

Create a new, empty portfolio in the USER's own Equibles account, then add holdings to it with AddPortfolioLot.

Search the tracked SEC Form NPORT-P fund directory by fund name, ticker, SEC series ID, or registrant.

Suggest the smallest actionable contract improvement to an existing Equibles tool you actually called when it worked as documented but lacked a useful operation, filter, parameter or output option.

Get an ETF's stored portfolio holdings from its latest SEC Form NPORT-P report, largest position first.

Get the speaker-labelled transcript of a company's earnings call for a fiscal quarter — every speaker turn in order, attributed to the real person (executive or sell-side analyst) with their role at the time.

Get the US S-1/F-1 registration pipeline, newest filing activity first.

Apply an index's published entry rules and return candidates with rule-by-rule evidence.

Get the latest values for key economic indicators across categories: interest rates, yield spreads, inflation, employment, GDP, money supply, sentiment, housing, exchange rates, and market indicators.

Get an institution's quarterly position-change activity — Initiated / Increased / Reduced / Exited stocks diffed against the immediately prior quarter.

Get the top institutional holders (fund managers) of an exact stock or ETF listing from SEC 13F-HR filings.

Record that the USER sold (or covered, or let expire) all or part of a lot, at a price and on a date.

Get the AI-scored insights for a company's recent earnings calls — the management-tone read (a net tone score and a hedging score) and the call's key themes with their computed mention counts and per-theme tone.

Search the tracked CFTC futures contracts by name, market code, common contract name, or standard futures symbol, or omit the query to list every tracked contract.

Get the current constituent list of a major US stock index: S&P 500, S&P MidCap 400, S&P SmallCap 600, Nasdaq-100, Russell 1000, Russell 2000, or the Dow Jones Industrial Average.

Get the latest COT positioning snapshot across all tracked futures contracts, grouped by category (Agriculture, Energy, Metals, Equity Indices, Interest Rates, Currencies).

Get recent investor-relations press releases for a stock, scraped from the company's IR website.

Search one SEC filing or earnings-call transcript by document ID.

Get daily OHLCV (Open, High, Low, Close, Volume) price history for a stock.

Get the economic release calendar — scheduled (upcoming) and recent publication dates of US macro data releases, with the FRED series each release updates and an importance tier per release (High = the tier-1 scheduled market movers: CPI, PPI, Employment Situation, GDP, PCE, retail sales; Medium = other genuine scheduled prints; Low = daily rate/market levels like SOFR or VIX).

Get a company's income statement, balance sheet, or cash-flow statement for a given fiscal year and period, sourced from SEC Company Facts (structured XBRL).

List stored SEC filings and earnings-call transcripts newest first.

Report an Equibles tool call you actually made when it failed, timed out, was unexpectedly empty (ToolFailed), or returned verifiably impossible or contradictory data (ImplausibleResult).

Get the curated superinvestor directory — a hand-picked list of well-known value investors and fund managers (Buffett, Ackman, Burry, Klarman and more), each with their 13F filer CIK and latest reported portfolio value, position count, quarter-over-quarter change, and report date.

Get the latest available consolidated SIP intraday reading for active U.S.

Permanently delete one of the USER's own portfolios and every lot in it, open and closed.

Get a company's executive and director changes — CEO/CFO/officer/board appointments, resignations, terminations, and retirements — as disclosed in its 8-K Item 5.02 filings, newest filing first.

Search active exchange-traded funds and products by exact ticker, fund name, or sponsor.

Search the tracked SEC corporate-insider set (directors, officers, 10% owners) by name.

Get weekly off-exchange (dark pool / OTC) trading volume for an exact stock or ETF listing from the FINRA OTC/ATS Transparency data.

Remove a stock or an option contract from one of the USER's portfolio watchlists.

Rank stocks by a peer-relative 0-100 insider-accumulation score over 90 days: net buyers, net shares bought as a percent of shares outstanding, and net buy value.

On-Balance Volume (OBV) for a stock.

Get the historical trend of aggregate reported 13F exposure for an exact stock or ETF listing across multiple quarters.

List the caller's own recurring web data feeds, schedule, state, and most recent run.

Get a company's share-repurchase (buyback) picture: tracked repurchase programs (announcement date, authorized total, remaining availability, expiry, source filings), the latest program-authorization figures, and the repurchase history — cash spent, shares repurchased, and average price per fiscal year and recent quarters.

Read analyst consensus forecasts published through a company's investor-relations sources, including revenue, EPS, product, segment and operating metrics.

Put a stock or an option contract on one of the USER's portfolio watchlists, without recording any position.

View the tracked stock positions of a specific institutional investor from an SEC 13F-HR filing.

Get one durable debt instrument by its Equibles identifier.

Get fails-to-deliver (FTD) data for an exact listed stock or exchange-traded fund from the SEC's twice-monthly FTD files.

Rank public companies by total federal contract dollars awarded over a date range (from USAspending.gov).

Get one S-1/F-1 registration's full picture by the filer's SEC CIK (as listed by GetIpoFeed): lifecycle status, verified offering classification, effective-prospectus accession and EDGAR link, proposed ticker and exchange, the offer price range and shares offered with their verbatim prospectus quotes, what the company does, how it will use the proceeds, the underwriting banks in cover order, the key summary risk factors (each with its verbatim prospectus sentence), the annual pre-IPO financials from the filer's own XBRL-tagged statements, and the complete S-1/amendment/prospectus filing chain with EDGAR links.

Get company guidance from written Item 2.02 earnings releases and earnings-call transcripts, newest release first, with range, unit, GAAP basis, fiscal period and source provenance.

Get recent proposed insider sales for a stock from SEC Form 144 notices.

Get metadata and access links for a captured investor-event slide deck by event id.

Get a summary of insider ownership for a stock, ranked by total shares held.

Get a company's non-GAAP-to-GAAP reconciliations ('bridges') as extracted from its earnings releases and 10-K/10-Q periodic reports: for each stated non-GAAP measure (Adjusted EBITDA, adjusted EPS, adjusted operating income, FFO/AFFO, ...), the GAAP starting line, each stated adjustment in order, and the non-GAAP result, with the period, unit and the verbatim source quote.

Compare one financial concept across several companies for the same fiscal period — peer comparison.

Get the full snapshot for ONE option contract by its OCC symbol (e.g.

Get scheduled FDA advisory-committee (AdComm) meetings, sourced from the FDA.gov advisory-committee calendar, each with a link to its FDA meeting page.

Stochastic Oscillator (%K and %D) for a stock.

Permanently delete a lot from the USER's portfolio, as if it had never been recorded.

Get a company's reported total debt history and its identified notes, loans, and revolving credit facilities.

Get a congress member's net worth history from their annual financial disclosures.

Get operational data for a registered investment company from its SEC Form N-CEN annual reports.

Get recent insider trading transactions for a stock from SEC Forms 4 and 5, newest first.

Get company-stated operational and non-GAAP KPIs extracted from written 8-K earnings releases and 10-K/10-Q MD&A, with period, filing date, source quote and exactly comparable year-over-year change.

Search the tracked SEC Form ADV adviser set by firm name.

List the US equity market holidays and early-close (1:00 p.m.

Get the option chain (calls and puts) for a stock for ONE expiration: strike, greeks (delta/gamma/theta/vega), implied volatility, open interest, and the latest daily price.

Get a company's customer-concentration risk disclosure — statements like "one customer accounted for 31% of revenue": each disclosed figure's basis (revenue or receivables), customer count, percentage, and period, with the source filing.

Get a company's at-the-market (ATM) equity offering programs — original agreement date and stated precision, latest amendment, money and/or share capacity, cumulative sales, remaining availability with per-figure as-of dates, expiry, derived exhausted/expired status, and source filings.

Get the portfolio summary header for an institutional 13F filer — published tracked 13F value (not total firm AUM), position count, top-10 / top-25 concentration, QoQ turnover, and the latest / prior report dates with the count of quarters tracked in this database.

Get a company's going-concern doubt status: whether its latest examined SEC filing states substantial doubt about the company's ability to continue as a going concern, with the verbatim disclosure, the filing it came from, and the history of examined filings showing when doubt appeared, was alleviated, or cleared.

Get the exact listed securities, including ETFs, with the largest daily short sale volume for a single trading day (defaults to the latest available), from FINRA's daily short sale volume files, sorted by short volume descending.

Get a single financial concept (e.g.

Get an institution's 13F portfolio allocation for a given report quarter (defaults to the latest), grouped by fine-grained industry (default) or rolled up by sector via `groupBy`.

Rank primary operating-company stocks by a peer-relative 0-100 short-squeeze score using short interest, capped days to cover, price versus trailing VWAP, short-volume trend, short-interest change, fails-to-deliver pressure, and bounded price/volume/earnings catalyst boosts.

Search the tracked congressional roster by name.

Get daily short sale volume history for an exact stock or ETF listing from FINRA's short sale volume files.

Get the market-wide 13F leaderboards for a given quarter — which stocks were most bought, most sold, most initiated, or most exited across all 13F filers vs the prior quarter.

Get CBOE Volatility Index (VIX) historical daily OHLC data.

Get a company's named-executive compensation as disclosed in its DEF 14A proxy statements' Summary Compensation Table — salary, bonus, stock and option awards, non-equity incentive, other compensation, and the company-reported total per executive per fiscal year, newest year first.

Get time series data for a FRED economic indicator.

Get the full Form ADV profile for a single SEC-registered investment adviser by its Organization CRD number: legal and business names, SEC file number, main office, website, regulatory assets under management (discretionary, non-discretionary and total), employee count, and how the firm is compensated (fee structure).

Read numbered lines from one SEC filing or earnings-call transcript.

Get the AI 'Earnings Brief' for a company's recent earnings calls — a verifier-approved TL;DR, bullish and bearish points, and verbatim pull-quotes, plus a deterministic narrative shift against the immediately older available approved brief.

List the available option expiration dates for a stock, with the contract count at each.

Bollinger Bands for a stock.

Get the institutions that moved the needle the most on a stock this quarter — biggest absolute share additions (Top Buyers) and biggest absolute share reductions (Top Sellers) versus the previous 13F report date.

Search the curated set of ~40 US macro FRED series Equibles tracks (rates, inflation, employment, GDP, housing, market indicators) — not the full FRED catalog.

Get the cross-sectional ranking of stocks by institutional 13F breadth for a quarter.

Get a congress member's disclosed securities transactions (newest first, last year by default).

Search SEC filings and earnings-call transcripts with hybrid keyword and semantic retrieval.