Data Catalog

What's in the datasets

Two datasets, one catalog: financial fundamentals (Free tier and up) and the smart-money dataset — insider and institutional ownership filings, on the Institutional tier. Browse every queryable field, its SEC XBRL tag, and how the tables relate.

120.5M+

Total Facts

19,000+

Entities

1993–Now

History

Tables

Schema Browser

Every queryable field across both datasets, with its SEC XBRL tag. Start with how the tables relate, then search the full field list below. Fields from the smart-money dataset carry an

Institutional

tag.

How the catalog tables relate

entity is the hub; every fact ties back to it and to the SEC filing it came from. Hover or focus a table to highlight its joins.

The financials core — the fact-lineage spine. Foreign keys point child → parent.

Core financialsReferenceDerived

Relationships (text)

security references entity via entity_id → cik (many → 1)
filing references entity via entity_id → cik (many → 1)
fact references entity via entity_id → cik (many → 1)
fact references filing via accession_id (many → 1)
fact references standard_concept via standard_concept (many → 1)
standard_concept references taxonomy_guide via standard_concept (many → 1)
ratio references entity via entity_id → cik (many → 1)
references references entity via cik (many → 1)
index_membership references references via cik = cik (many → 1)

Field reference

Field Name	Type	Table	Description	SEC Tag
`cik`	`VARCHAR`	references	SEC Central Index Key — 10-digit unique company identifier (from entity)	`dei:EntityCentralIndexKey`
`name`	`VARCHAR`	references	Legal registered company name (from entity)	`dei:EntityRegistrantName`
`sector`	`VARCHAR`	references	Broad market sector (from entity)	—
`industry`	`VARCHAR`	references	Industry classification description (from entity)	—
`sic_code`	`VARCHAR`	references	Standard Industrial Classification code 4-digit (from entity)	`dei:EntitySICCode`
`status`	`VARCHAR`	references	Entity status: ACTIVE, INACTIVE, or DELISTED (from entity)	—
`entity_type`	`VARCHAR`	references	SEC-defined filer category (from entity)	—
`security_id`	`INTEGER`	references	Surrogate PK of the security record (from security)	—
`symbol`	`VARCHAR`	references	Exchange ticker symbol (from security)	`dei:TradingSymbol`
`exchange`	`VARCHAR`	references	Stock exchange name e.g. NASDAQ, NYSE (from security)	—
`mic`	`VARCHAR`	references	Market Identification Code ISO 10383 (from security)	—
`valid_from`	`DATE`	references	SCD Type 2 start date — when this ticker became active (from security)	—
`valid_to`	`DATE`	references	SCD Type 2 end date — NULL means currently active (from security)	—
`is_active`	`BOOLEAN`	references	TRUE when valid_to IS NULL — use to filter current tickers only (from security). For index membership, JOIN index_membership ON references.cik = index_membership.cik — there is no is_sp500 flag (dropped 2026-05-02 because it was snapshot-only and single-index).	—
`figi`	`VARCHAR`	references	Financial Instrument Global Identifier share-class level (from security)	—
`composite_figi`	`VARCHAR`	references	Composite FIGI at the exchange level (from security)	—
`share_class_figi`	`VARCHAR`	references	Share class FIGI (from security)	—
`cik`	`VARCHAR`	entity	SEC Central Index Key — 10-digit unique company identifier	`dei:EntityCentralIndexKey`
`name`	`VARCHAR`	entity	Legal registered company name	`dei:EntityRegistrantName`
`lei`	`VARCHAR`	entity	Legal Entity Identifier (ISO 17442 20-character code)	—
`industry`	`VARCHAR`	entity	Industry classification description	—
`sector`	`VARCHAR`	entity	Broad market sector, SIC-derived with GICS-style labels (e.g. Information Technology, Health Care, Financials)	—
`sic_code`	`VARCHAR`	entity	Standard Industrial Classification code (4-digit)	`dei:EntitySICCode`
`sic_description`	`VARCHAR`	entity	Full SEC SIC industry label (e.g. 'Electronic Computers'). Companion to sic_code — use this when a human-readable string is more useful than the raw 4-digit code.	—
`fiscal_year_end`	`VARCHAR`	entity	Fiscal year end as MMDD (e.g. 1231 = December 31)	—

Showing 25 of 374 fields

Standard Concepts

The canonical standard_concept dictionary — 291 normalized financial concepts that the raw XBRL tags map onto. Filter fact.standard_concept by any of these for clean, comparable cross-company queries.

Concept	Name	Statement	Definition
`AntidilutiveShares`	Antidilutive Shares	Income Statement	Shares excluded from diluted EPS as antidilutive.
`ClaimsAndBenefits`	Claims And Benefits	Income Statement	Insurance claims and policyholder benefits incurred.
`ClinicalTrialCosts`	Clinical Trial Costs	Income Statement	Costs incurred running clinical trials. Not always disclosed as a separate line — often embedded in R&D. When broken out, reveals development-stage focus.
`CostOfRevenue`	Cost Of Revenue	Income Statement	Direct costs attributable to revenue generation (COGS + COS).
`CurrentIncomeTaxExpense`	Current Income Tax Expense	Income Statement	Aggregated current-period income tax expense (federal + state + foreign). Distinct from the deferred-tax component, which moves through DeferredTaxExpense. Companies that report only an aggregated figure surface here; per-jurisdiction filers expose CurrentTaxFederal / CurrentTaxState / CurrentTaxForeign.
`CurrentTaxFederal`	Current Tax Federal	Income Statement	Federal/national current income tax.
`CurrentTaxForeign`	Current Tax Foreign	Income Statement	Foreign jurisdiction current income tax.
`CurrentTaxState`	Current Tax State	Income Statement	State and local current income tax.
`DeferredTaxExpense`	Deferred Tax Expense	Income Statement	Deferred income tax provision from timing differences.
`DepletionExpense`	Depletion Expense	Income Statement	Period write-down of natural-resource asset basis based on units extracted. Energy/mining specific cousin of depreciation.
`DepreciationAndAmortization`	Depreciation And Amortization	Income Statement	D&A expense from income statement or supplemental disclosure.
`DiscontinuedOpsIncome`	Discontinued Ops Income	Income Statement	Net income from discontinued business segments.
`DividendPerShare`	Dividend Per Share	Income Statement	Cash dividends declared per common share.
`EPSBasic`	EPS Basic	Income Statement	Basic earnings per share (US-GAAP + IFRS).
`EPSBasicAndDiluted`	EPS Basic And Diluted	Income Statement	Combined basic and diluted EPS (equal when no dilutive securities).
`EPSContinuingOpsBasic`	EPS Continuing Ops Basic	Income Statement	Basic EPS from continuing operations.
`EPSContinuingOpsDiluted`	EPS Continuing Ops Diluted	Income Statement	Diluted EPS from continuing operations.
`EPSDiluted`	EPS Diluted	Income Statement	Diluted earnings per share — most conservative, standard for valuation.
`EPSDiscontinuedOps`	EPS Discontinued Ops	Income Statement	EPS from discontinued operations.
`EffectiveTaxRate`	Effective Tax Rate	Income Statement	Effective income tax rate.
`EquityMethodIncome`	Equity Method Income	Income Statement	Share of income from unconsolidated affiliates (20-50% ownership).
`ExplorationCosts`	Exploration Costs	Income Statement	Cost of exploring for new oil/gas/mineral reserves. Often written off in the period (successful efforts vs full cost accounting choice matters here).
`ExplorationExpense`	Exploration Expense	Income Statement	Exploration costs for extractive industries (oil/gas, mining).
`FederalIncomeTax`	Federal Income Tax	Income Statement	US Federal income tax expense/benefit (current + deferred).
`FeesAndCommissions`	Fees And Commissions	Income Statement	Fee and commission income for financial institutions.

Showing 25 of 291 concepts

Example Queries

Copy-ready SQL that runs unchanged in the Python SDK's client.run_query(), or in plain DuckDB once each table is a view (see the SQL cookbook).

Annual Revenue Trend for AAPL

Annual revenue per fiscal year with the filing it came from. A 10-K repeats earlier years, so QUALIFY keeps the latest-filed value per period.

sql

SELECT  f.period_end,  f.numeric_value / 1e9 AS revenue_billions,  fi.form_type,  fi.filing_date,  f.accepted_atFROM fact fJOIN "references" r ON r.cik = f.entity_idJOIN filing fi      ON fi.accession_id = f.accession_idWHERE r.symbol = 'AAPL'  AND r.is_active  AND f.standard_concept = 'TotalRevenue'  AND f.fiscal_period = 'FY'QUALIFY ROW_NUMBER() OVER (  PARTITION BY f.period_end ORDER BY f.accepted_at DESC) = 1ORDER BY f.period_end DESCLIMIT 10;

Debt-to-Equity — S&P 500 Information Technology

Leverage across the sector from each company's latest annual values. Index membership comes from index_membership; one row per company from is_primary_ticker.

sql

WITH members AS (  SELECT r.cik, r.symbol, r.name  FROM "references" r  JOIN index_membership im ON im.cik = r.cik  WHERE im.index_name = 'SP500'    AND im.removal_date IS NULL    AND r.is_active    AND r.is_primary_ticker    AND r.sector = 'Information Technology'),latest AS (  -- Latest annual value of each concept, latest-filed vintage.  SELECT f.entity_id, f.standard_concept, f.numeric_value  FROM fact f  JOIN members m ON m.cik = f.entity_id  WHERE f.fiscal_period = 'FY'    AND f.standard_concept IN ('LongTermDebt', 'StockholdersEquity')  QUALIFY ROW_NUMBER() OVER (    PARTITION BY f.entity_id, f.standard_concept    ORDER BY f.period_end DESC, f.accepted_at DESC  ) = 1)SELECT  m.symbol,  m.name,  MAX(CASE WHEN l.standard_concept = 'LongTermDebt'       THEN l.numeric_value END) / 1e9 AS long_term_debt_billions,  MAX(CASE WHEN l.standard_concept = 'StockholdersEquity' THEN l.numeric_value END) / 1e9 AS equity_billions,  long_term_debt_billions / NULLIF(equity_billions, 0)                                     AS debt_to_equityFROM latest lJOIN members m ON m.cik = l.entity_idGROUP BY m.symbol, m.nameORDER BY debt_to_equity DESC NULLS LAST;

Free Cash Flow — Latest Quarter (S&P 500)

Quarter-only operating cash flow minus capex. derived_quarterly_value turns year-to-date 10-Q figures into single quarters, and the FY row carries Q4.

sql

WITH members AS (  SELECT r.cik, r.symbol, r.name, r.sector  FROM "references" r  JOIN index_membership im ON im.cik = r.cik  WHERE im.index_name = 'SP500'    AND im.removal_date IS NULL    AND r.is_active    AND r.is_primary_ticker),quarters AS (  -- Quarter-only cash flow: Q2/Q3 are filed year-to-date and the FY row  -- carries Q4, so read derived_quarterly_value first.  SELECT f.entity_id, f.period_end, f.standard_concept,         COALESCE(f.derived_quarterly_value, f.numeric_value) AS quarter_value  FROM fact f  WHERE f.standard_concept IN ('OperatingCashFlow', 'CAPEX')    AND f.fiscal_period IN ('Q1', 'Q2', 'Q3', 'FY')    AND (f.fiscal_period <> 'FY' OR f.derived_quarterly_value IS NOT NULL)  -- FY only for its Q4  QUALIFY ROW_NUMBER() OVER (    PARTITION BY f.entity_id, f.standard_concept, f.period_end    ORDER BY f.accepted_at DESC  ) = 1),latest AS (  SELECT    entity_id,    period_end,    MAX(CASE WHEN standard_concept = 'OperatingCashFlow' THEN quarter_value END) AS ocf,    MAX(CASE WHEN standard_concept = 'CAPEX'             THEN quarter_value END) AS capex  FROM quarters  GROUP BY entity_id, period_end  HAVING ocf IS NOT NULL AND capex IS NOT NULL  QUALIFY ROW_NUMBER() OVER (PARTITION BY entity_id ORDER BY period_end DESC) = 1)SELECT  m.symbol,  m.name,  m.sector,  l.period_end                     AS quarter_end,  l.ocf / 1e6                      AS ocf_millions,  ABS(l.capex) / 1e6               AS capex_millions,  (l.ocf - ABS(l.capex)) / 1e6     AS fcf_millionsFROM latest lJOIN members m ON m.cik = l.entity_idORDER BY fcf_millions DESC NULLS LASTLIMIT 20;

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