Key Features
- Normalized Identifiers: Includes common identifiers such as ticker, CUSIP, ISIN, FIGI, LEI, and composite keys to support cross-dataset joins.
- Exchange and Listing Details: Provides primary exchange, listing status (active/delisted), share class type, and trading currency.
- Corporate Hierarchy: Tracks parent companies, subsidiaries, and name changes, useful for corporate actions and entity resolution.
- Metadata Enrichment: Includes sector, industry classification (GICS/NAICS), IPO date, and headquarters location.
- Symbol History: Maintains mapping of prior tickers to current symbols for accurate backtesting and longitudinal analysis.
- Entity Linking: Provides company-level keys to tie back to other APIs like fundamentals, insider transactions, or earnings calls.
Coverage
- Universe: All U.S.-listed equities including common stock, ADRs, ETFs, SPACs, and preferred shares.
- Updates: Daily refresh with event-driven updates for corporate actions such as ticker changes, delistings, or mergers.
Use Cases
- Ticker normalization across disparate data vendors
- Portfolio and position reconciliation
- Entity resolution for joining transcripts, fundamentals, and market data
- Reference data foundation for compliance and risk tools