Search registered investment advisers and adviser metadata.

Create agent credentials and exchange bootstrap tokens for API keys.

Tenant-safe analytical query workflows over supported SEC API history datasets.

Artifact creation, retrieval, manifests, and download/reconcile workflows.

Board composition and director-level governance APIs derived from SEC proxy disclosures.

Read company statements, ratios, subsidiaries, and financial snapshots.

Compensation and governance-oriented executive pay workflows.

Delivery and request introspection for troubleshooting customer integrations.

Track offering pressure, warrants, convertibles, lockups, float changes, and dilution scores.

SEC-furnished earnings materials, coverage state, and earnings-related filing extracts.

Resolve and search canonical public-market entities across issuers, managers, insiders, and funds.

Filing-derived event APIs such as SEC-native M&A and related structured event workflows.

Fetch factor catalogs, returns, exposures, correlations, screens, and related stocks.

Read normalized SEC company facts for issuer, concept, unit, and filing filters.

Search, resolve, and read filing manifests, accession payloads, and rendered filings.

Retrieve specialized SEC form workflows such as Form 144 notices.

Read fund holdings and SEC N-PORT-derived fund data.

Insider transaction history and actor-level trading APIs.

Run company, security, earnings, portfolio, watchlist, and semantic intelligence workflows.

Fetch macro indicators, releases, forecasts, regimes, calendars, and country reports.

Market calendars, rights-safe index constituents, and reusable market utility endpoints.

Inspect model portfolio factor views and portfolio-level exposure context.

Search stories and news records connected to public-market workflows.

Read offering and prospectus records derived from SEC offering filings.

Institutional and beneficial ownership APIs for managers, holders, and ticker-centric analysis.

Identity, organization, auth metadata, billing, usage, and event endpoints.

Analyze, optimize, and stress-test portfolios with factor and macro context.

Run full-text and semantic search across SEC filing content and section text.

Search and extract filing sections, items, and snippets.

Derived public-market signals such as the SEC API Volatility Score.

Read normalized statement bundles, facts, and segmented revenue APIs.

Read ticker-level factor loadings and stock-oriented analytics.

Run factor rotation and regime-screening strategy workflows.

Create stream tickets and connect to WebSocket delivery paths.

Stream subscription creation and event polling for replay-safe event delivery.

Trace hydration, filing page anchors, and source-to-derived lineage workflows. Traces cover filing-derived data (segmented revenues, section excerpts), SEC enforcement actions, market price snapshots, and analyst estimates.

Signed webhook endpoint, delivery history, replay, and secret rotation workflows.