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SEC Data for Investment Managers

Omni Datastream delivers structured SEC data, factor analytics, ownership tracking, and intelligence bundles through a single API built for agent-driven investment research. Every response carries provenance, freshness metadata, and request traceability.

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Why investment managers use Datastream

Factor decomposition

84-factor model spanning market, style, macro, sector, and industry categories. Decompose portfolios, run correlation analysis, and monitor regime shifts.

13F ownership tracking

Retrieve and compare institutional 13F holdings by quarter. Track position changes across your coverage universe.

Intelligence bundles

Single-call endpoints that join filings, financials, ownership, signals, and macro context into analyst-ready outputs.

Insider trade monitoring

Track Form 4 insider transactions by company or executive. Filter by transaction type, date range, and dollar value.

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Key endpoints for investment workflows

EndpointMethodUse case
/v1/factors/exposuresGETPer-stock factor exposure loadings
/v1/factors/returnsGETHistorical factor return series with z-scores
/v1/intelligence/securityGETComprehensive single-security analysis bundle
/v1/intelligence/earnings-previewGETPre-earnings analysis with guidance history
/v1/intelligence/portfolioPOSTPortfolio-level macro and factor analysis
/v1/owners/13fGETLatest 13F ownership report for an institution
/v1/owners/13f/comparePOSTQuarter-over-quarter 13F position changes
/v1/insidersGETInsider transactions by company or executive

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Example: track institutional ownership changes across your portfolio

Compare the latest two 13F filings for a major institution: 
curl -X POST \
  -H "content-type: application/json" \
  -H "x-api-key: $OMNI_DATASTREAM_API_KEY" \
  -d '{"cik":"0001067983","limit":20}' \
  "https://api.secapi.ai/v1/owners/13f/compare"
Pull current factor exposures for a ticker in your portfolio: 
curl -H "x-api-key: $OMNI_DATASTREAM_API_KEY" \
  -H "omni-version: 2026-03-19" \
  "https://api.secapi.ai/v1/factors/exposures?ticker=NVDA"
Run a pre-earnings intelligence bundle before a reporting date: 
curl -H "x-api-key: $OMNI_DATASTREAM_API_KEY" \
  "https://api.secapi.ai/v1/intelligence/earnings-preview?ticker=TSLA&includeGuidance=true"

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Example: portfolio-level factor decomposition

Decompose a portfolio across all 84 factors in a single call: 
curl -X POST \
  -H "content-type: application/json" \
  -H "x-api-key: $OMNI_DATASTREAM_API_KEY" \
  -H "omni-version: 2026-03-19" \
  -d '{"positions":[{"ticker":"AAPL","weight":0.25},{"ticker":"MSFT","weight":0.25},{"ticker":"NVDA","weight":0.25},{"ticker":"GOOGL","weight":0.25}]}' \
  "https://api.secapi.ai/v1/intelligence/portfolio"
Returns factor attribution, concentration metrics, and macro sensitivity analysis.
These Claude Code skills accelerate investment research workflows:
SkillWhat it does
intelligence.securityPull a full security intelligence bundle via natural language
intelligence.earningsPre-earnings analysis with filing context and guidance
owners.13fRetrieve and compare institutional ownership positions
factors.exposuresFactor exposure analysis for individual securities
insiders.listScan insider transactions with flexible filters
Install via MCP for agent-driven portfolio research: 
omni-sec mcp install

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Pricing for investment managers

Pay-as-you-go

No commitment. Metered billing scales with your research volume. Intelligence bundles, factor queries, and ownership lookups are billed per request.

Team plan

Shared access for multi-analyst teams with higher throughput limits and consolidated billing.